Matthew Mc Wherter is a financial advisor with Pendulum Wealth Partners, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. He serves as president of The Robert Michael Wood Foundation, a nonprofit supporting families of children affected by pediatric stroke and NICU. Pendulum Wealth Partners provides discretionary investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, diversified investment approach and operates alongside an affiliated tax and accounting firm, offering integrated services under common control.

Charles Millington is a financial advisor at Millington Financial Advisors, LLC in Naperville, IL, holding a Series 65 credential with two years of industry experience. Prior to his advisory role, he worked in the food service industry and has been a full-time student for several years. Millington Financial Advisors serves individual and high-net-worth clients, families, estates, corporations, trusts, and retirement plans, offering discretionary investment management along with financial planning, pension consulting, and retirement-plan advisory services. The firm integrates tax planning and estate-planning facilitation into its services and manages portfolios using a diversified approach that includes equities, fixed income, mutual funds/ETFs, alternative investments, and third-party managers.

Luke Lamar is a CFP® and CFA® affiliated with Timothy Financial Counsel, Inc. in Wheaton, IL, with six years of industry experience. He previously worked at First Trust for four years before joining Timothy Financial Counsel in 2020. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that offers project-based advice and individual consultations on topics such as retirement planning, tax strategies, and estate planning. The firm serves individuals, families, businesses, and other entities, emphasizing asset allocation and diversified exposure through no-load mutual funds and ETFs while focusing on advisory and implementation coaching rather than ongoing portfolio management.

Vincent Harambasic III is a CFP® with 21 years of industry experience, currently serving at Pinnacle Financial Group LLC. His prior roles include positions at Wells Fargo Clearing, JP Morgan Securities, Strategic Advisors, Inc., and Fidelity Investments. He is the managing member of ThreePillar Assets, LLC, which owns 50% of Pinnacle Financial Group. Pinnacle Financial Group LLC is a fee-only registered investment adviser managing approximately $673 million for about 390 clients, including individuals, pension plans, and charitable organizations. The firm employs a combination of fundamental, factor, optimization, and quantitative methods alongside modern portfolio theory to tailor portfolios, offering both financial planning and investment management services.

Jon Knotts is a financial advisor at Expressive Wealth LLC in Chicago, with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Zacks Investment Research and Benzinga.com. He is also the owner of Fiscal Investor, a financial literacy website. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans by offering discretionary asset management, ERISA 3(38) plan services, and modular financial planning. The firm employs fundamental, technical, and cyclical analysis to tailor investments to clients’ goals and risk tolerances and maintains active oversight of sub-advisors and portfolio risk.

Phillip Johnson is a financial advisor at Rothschild Wealth LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple related firms, including Rothschild Financial Partners, LLC and Halo Securities LLC. He has served as president of Rothschild Wealth LLC since 2018 and as managing director of Rothschild Investment LLC since 2023. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executives, trusts, retirement plans, and institutional clients. The firm’s investment approach uses asset-allocation models based on client questionnaires and quantitative analysis, with implementation across various securities and third-party sub-advisers.

Daniel Roseth is a financial advisor at CS Planning Corp with three years of industry experience. He holds a Series 65 credential and has worked in wealth management and accounting since 2015, including roles at 83 Rd St. Wealth Management and his own accounting firm, H.D. Roseth & Associates, Ltd. Outside of financial advising, he is an accountant at H.D. Roseth & Associates, Ltd. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base. The firm employs a multi-advisor model and constructs broadly diversified, systematically managed portfolios tailored to clients’ risk tolerances and goals.

Donovan Sanchez is a CFP® with 10 years of industry experience, currently serving as an advisor at Model Wealth, Inc. He has previously worked at Skyview Financial Planning, Savant Capital Management, and Northwestern Mutual. Sanchez is also a full-time financial planning instructor at the University of Illinois Urbana-Champaign. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm emphasizes a broadly passive investment approach with cost-effective, tax-aware implementation and integrates both robo-managed strategies and direct indexing within a flat annual fee structure.

Alison Brandt is a financial advisor at Pendulum Wealth Partners with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, LLC. Pendulum Wealth Partners is a team of nine advisors providing discretionary investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, primarily long-term investment approach with diversified portfolios and operates under common control with an affiliated tax and accounting firm.

Michael Thrasher is a CFP® professional at Timothy Financial Counsel, Inc. in Wheaton, IL, with nine years of industry experience. He has been with Timothy Financial Counsel since 2015. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm offers project-based advice on a range of financial topics and emphasizes a time-based billing model with no custody of client funds or discretionary authority, focusing on advisory and implementation coaching rather than ongoing portfolio management.

David Andrews is a CFP® professional with 27 years of industry experience. He is currently with Sequoia Wealth Management, LLC, where he has worked since 2015, and also maintains a role at LPL Financial. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans with services including asset management, financial planning, and retirement-plan consulting. The firm combines quantitative optimization, third-party research, and manager selection to tailor portfolios and offers both discretionary management and third-party strategist models.

Randall Bruns is a CFP® with 25 years of industry experience, currently serving as an advisor at Model Wealth, Inc. He has held positions at several firms including Chase Investment Services Corp. and LPL Financial. Bruns has been with Model Wealth since 2018, contributing to the firm’s virtual, fee-only financial planning and wealth management services. Model Wealth, Inc. serves individuals, families, estates, trusts, and small businesses with a broadly passive investment approach focused on cost-effective, tax-aware implementation. The firm operates fully virtually and utilizes flat annual fees, integrating robo-managed strategies and direct indexing in its portfolio management.

John Long is a financial advisor at Total Clarity Wealth Management, Inc with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capital Point Financial Group, Ltd. and LPL Financial, LLC. Outside of his advisory work, Long serves as a referee and coach for youth and high school football and basketball. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors. The firm offers discretionary portfolio management, financial planning, and specialized advisory services, utilizing a range of investment strategies including mutual funds, ETFs, stocks, bonds, and alternatives.

Allan Peil is a financial advisor at Vertis Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Trifound Advisory, LLC and Northwestern Mutual. In addition to his advisory role, he is also an insurance agent offering insurance products and services. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, with services tailored to client objectives.

Brian Mcdonaugh is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Royal Alliance Associates Inc. and Osaic Wealth, Inc. Mcdonaugh also provides notary public services to clients at no charge. Journey Financial Group serves individual investors, retirement plans, charitable organizations, and corporate clients by offering discretionary portfolio management, financial planning, asset-allocation advice, and retirement plan consulting. The firm uses written plans and reporting to document goals and recommendations and employs both fundamental and technical analysis in managing client portfolios.

Ryan Bellis is an advisor at Vertex Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses. He has been with Vertex Planning Partners since 2024 and has prior experience at Natixis Investment Managers. Ryan entered the industry recently after completing his studies in 2024. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities through financial planning, investment and wealth management, consulting, and retirement plan consulting. The firm employs a diverse investment process focusing on asset allocation, diversification, and behavioral finance, utilizing a combination of active and passive model portfolios across various platforms and strategies.

Julia Khazan is a CFP® professional with four years of industry experience, currently serving at MEDIQUS Asset Advisors, Inc., where she has been with the firm since 2007. She is based in Chicago, IL, and is part of a five-advisor team. MEDIQUS Asset Advisors serves individuals, including many physicians and medical groups, as well as retirement plans and not-for-profit medical organizations. The firm provides investment advisory, financial planning, and educational services, using a long-term asset allocation strategy managed via the Betterment for Advisors platform.

Michael Adler is a CFP® with 15 years of industry experience, currently serving as an advisor at Rothschild Wealth LLC. His prior experience includes roles at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. He is also a licensed insurance agent and registered representative of Rothschild Investment, LLC. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm employs asset-allocation models supported by quantitative analysis and offers a range of portfolio management and consulting services.

Joshua Beachler is a CFP® with nine years of industry experience. He is currently with Goldstone Financial Group, LLC and has previously worked at Clearwater Capital Partners and Bank of America, N.A. Beachler holds the Series 66 designation. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, using a range of investment strategies including mutual funds, ETFs, fixed income, and select alternatives.

Jeremy Lorenz is a CFP® professional with four years of experience at Capstone Financial Advisors Inc. He has a background that includes roles at Illinois State University, Ikea, LegoLand Discovery Center, and Schaumburg High School. Capstone Financial Advisors serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm emphasizes asset-class allocation, cost control, and tax positioning, managing approximately $2.44 billion in client assets through a multi-advisor team and offering private fund investments and in-house tax services.