Byron Smythe is a financial advisor at Roberts, Glore & Co. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. for 15 years prior to his current role. Smythe has been with Roberts, Glore & Co. since 2001. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm offers customized portfolio management and financial planning, focusing on fundamental analysis of mid- and large-cap equities and fixed-income holdings, with modest use of alternative assets.

James Marquez is a CFP® professional with 2 years of industry experience, currently serving at Capstone Financial Advisors Inc in Downers Grove, IL. He has been with Capstone since 2015. Capstone Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and tax preparation services, with an investment approach that emphasizes asset-class allocation, cost control, and tax positioning.

Alex Ingardona is a financial advisor at Feldman, Ingardona & Co with 42 years of industry experience. He has been with the firm since 1997. In addition to his advisory role, he serves on the board of a metal stamping company, RJP Investment Group LLC, where he holds a minority ownership interest. Feldman, Ingardona & Co provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutions. The firm focuses on long-term strategic asset allocation and utilizes both active and passive mutual funds and ETFs, with portfolios reviewed quarterly.

Timothy Olmstead is a financial advisor with Signature Financial Services, Ltd in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been affiliated with multiple related entities within the Signature group since 2000, including First Heartland Capital, Inc. and Signature Brokerage Services Inc. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven and grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of investment vehicles including mutual funds and ETFs.

Patrick Mc Gough is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Geometric Wealth Advisors, LLC since 2016. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services. The firm follows a long-term, broadly diversified investment approach and supports multi-generational planning with in-house tax professionals and periodic estate-plan reviews.

Michael Moffat is a financial advisor at West Wealth Group, LLC with a Series 65 designation and one year of industry experience. He has also been affiliated with National Agents Alliance since 2018. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets and employs a networked operating model that coordinates advisory services through affiliated practices while offering portfolio management using a blend of fundamental, technical, and cyclical analysis.

Charles Millington is a CFP® with 40 years of industry experience. He is the president of Millington & Co and a manager at Millington Financial Advisors, LLC, where he has worked since 2000 and 2011, respectively. Prior to these roles, he spent 12 years at MacGregor Global Investments, LLC. Millington Financial Advisors serves individual and high-net-worth clients, families, estates, corporations, trusts, and retirement plans, providing discretionary investment management along with financial planning, pension consulting, and retirement-plan advisory services. The firm incorporates tax planning and estate-planning facilitation into its offerings and manages portfolios using a mix of equities, fixed income, mutual funds/ETFs, alternative investments, and third-party managers.

Michael Leigh is a financial advisor at Wellment Financial with a Series 65 designation and one year of experience in advisory roles. He has over two decades of experience as a CPA through his own tax preparation business and has worked previously at firms including Jesser Ravid Jason Basso & Farber, LLC and Gilson, Labus & Silverman, LLC. Outside of advisory services, he continues to provide tax preparation on a part-time basis. Wellment Financial serves individuals, high-net-worth clients, and institutional sponsors by offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes vetted model portfolios and a sub-advisor platform emphasizing tax-aware retirement planning, managing approximately $237 million in discretionary assets.

Jared Winkers is a ChFC® credentialed financial advisor with five years of industry experience. He is currently with Rothschild Wealth LLC and has prior experience at Northwestern Mutual Wealth Management Company and QCR Holdings. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm’s investment approach focuses on asset allocation models supported by quantitative analysis and client information, using a range of investment vehicles and third-party platforms.

Ryan Williamson is a CFP® professional with 26 years of industry experience. He has been with Horizon Wealth Management since 2014 and has worked with LPL Financial for over two decades. Outside of his advisory work, he is an author of a financial planning book and plays guitar in a band. Horizon Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm provides discretionary investment management and financial planning with a long-term, fiduciary approach, managing diversified portfolios and offering ongoing portfolio monitoring.

Melissa Dailey is a financial advisor at Clearwater Capital Partners with 25 years of industry experience. She holds Series 63, 65, and 66 licenses. Her prior experience includes roles at Lincoln Financial and Northwestern Mutual, among others. Clearwater Capital Partners serves individual, high-net-worth, and institutional clients, offering family office services, private wealth management, and retirement plan advising. The firm employs a range of investment strategies and provides coordinated tax, cashflow, and insurance solutions through affiliated entities.

Beau Toth is a financial advisor at Legacy Capital Wealth Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at Sextant Securities, Merchant Investment Management, LPL Financial, AXA Distributors, and Neuberger Berman. Outside of his advisory role, he is the manager and owner of Precise Access LLC, a non-investment business. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, charitable foundations, and retirement plans. The firm provides holistic financial planning and discretionary and non-discretionary investment management with a focus on fundamental analysis and long-term orientation.

Kenneth Dow is a CFP® with 29 years of industry experience and currently serves at SAGE Private Wealth Group, LLC. He is the owner and managing partner of The Dow Group, a support company. His career includes roles at Morgan Stanley and Raymond James Financial Services. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management using a client-specific process that incorporates equities, debt instruments, ETFs, mutual funds, options, and alternative investments.

Ryan Robinson is an advisor at XXI Wealth, LLC in Chicago, IL. He has no prior industry experience but has worked in roles at the University of Southern California, Arizona State University Foundation, and University of Michigan from 2016 to the present. XXI Wealth serves individual and high-net-worth clients with comprehensive financial planning, consulting, and wealth management services. The firm constructs customized portfolios using equities, fixed income, index funds, ETFs, direct indexing, and alternative investments, and it employs active oversight of third-party money managers.

Steven Fletcher is a financial advisor at 1834 Investment Advisors Co. in Chicago, IL, holding a Series 65 designation and two years of industry experience. He has worked at several firms, including Old National Bank and Raymond James Financial Services. Fletcher serves as a Retirement Plan Services Advisor for both 1834 Investment Advisors and Old National Bank, which are both owned by Old National Bancorp. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies across multiple asset classes, with a primary focus on discretionary management, and operates as a wholly owned subsidiary of Old National Bancorp.

Ethan Rowe is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, IL. He holds Series 63 and Series 65 designations and has two years of industry experience. His prior roles include positions at Northwestern Mutual and Summit Global Investments. Monere Wealth Management is a team-based advisory firm managing approximately $312 million in client assets. The firm serves individual and high-net-worth clients, pension plans, charities, and business accounts through a variety of portfolio management and financial planning services, using both discretionary and non-discretionary approaches.

John Ferrante is a ChFC® credentialed financial advisor with 30 years of industry experience. He has been with Chicago Oakbrook Financial Group since 2007 and previously worked at Commonwealth Financial Network. Ferrante is the owner of JAF Wealth Management, Inc., a private entity that facilitates securities, advisory, and insurance business. Chicago Oakbrook Financial Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, utilizing a broad range of securities and investment strategies tailored to client objectives.

Robert Bretl is a financial advisor at Wellment Financial with 13 years of industry experience and holds a Series 65 credential. He has worked at FSR Wealth Management since 2017 and is also involved with FSR Certified Public Accountants, Ltd., where he performs tax return preparation. Wellment Financial provides investment management, financial planning, and manager selection services to individuals, high-net-worth clients, and institutions, focusing on retirement planning and tax strategies through diversified, customizable portfolios managed with the support of a third-party sub-advisor.

Ryan June is a financial advisor at Coyle with a Series 65 designation and three years of industry experience. He has been with Coyle Financial Counsel, LLC since 2016. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, providing discretionary and non-discretionary asset management along with financial assessment, wealth advisory, project-based planning, and family legacy services. The firm combines tactical and strategic asset allocation with individualized portfolio construction, using sub-managers and third-party software for security-level analysis, and supplements traditional advisory work with subscription-based educational content and family coordination services.

David Navarro is a CFP® and ChFC® with 39 years of industry experience. He has been with Chicago Oakbrook Financial Group since 2007 and previously worked at CommonWealth Financial Network. Navarro is president and owner of Chicago Oakbrook Financial Group and serves as a 401(k) and brokerage cash balance plan trustee for the firm. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, employing a wide range of investment strategies and securities tailored to client objectives.