James Bellinger is a financial advisor at RCM Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RCM Wealth Advisors since 2014. In addition to his advisory role, Bellinger is president and majority owner of Better Business Planning, Inc., an employee benefit sales firm. RCM Wealth Advisors serves individual clients, pension and profit-sharing plans, and corporate entities, offering a variety of managed asset portfolios, ETF and mutual fund strategies, and single-manager approaches. The firm uses a fundamental and cyclical analysis process overseen by an internal Investment Policy Committee and provides both discretionary and non-discretionary account management alongside written financial plans.

Kathleen Panek Rickerson is a financial advisor with Total Clarity Wealth Management, Inc., holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2018 and runs BabySnApps, an entrepreneurial venture active since 2013. 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 employs a customized investment approach, managing accounts primarily on a discretionary basis using a range of investment vehicles including mutual funds, ETFs, stocks, bonds, and alternative investments.

John Davis is a financial advisor with Chicago Investment Advisory Council, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been affiliated with both Chicago Investment Advisory Council and J.W. Cole Financial, Inc. since the late 1990s and early 2000s, respectively. Outside of his advisory work, he serves as a board member of the Sunset Harbour Yacht Club and is a racecar driving instructor at Blackhawk Farms Raceway. Chicago Investment Advisory Council, Inc. serves retail clients, including both non‑high-net-worth and high-net-worth individuals, providing portfolio management, financial planning, and educational workshops through a team of five advisors. The firm employs proprietary model portfolios with discretionary trading authority and manages approximately 1,100 client relationships.

Christopher Knappstein is a CFP® with 15 years of industry experience and is currently a wealth management officer at Old National Bank. He has worked at 1834 Investment Advisors Co. since 2023 and previously held roles at LPL Financial and First Midwest Bank. He divides his time between his duties at Old National Bank and his advisory work. 1834 Investment Advisors Co. provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies, asset allocation, and uses both internally developed and external models, operating as a wholly owned subsidiary of Old National Bancorp with a close relationship to Old National Bank.

Ronny Mark is a financial advisor with Chicago Investment Advisory Council, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Uhlmann Price Securities since 2013 and previously spent five years with Perpetual Wealth Capital Management, LLC. Outside of his advisory role, Ronny is president of Price Futures Group, where he oversees all hedging activities. Chicago Investment Advisory Council, Inc. serves retail and high-net-worth clients with portfolio management, financial planning, and educational workshops, using proprietary model portfolios across a range of risk profiles. The firm operates with discretionary trading authority and maintains a high client-to-advisor ratio through a standardized yet personalized service approach.

Matthew Barbera is a financial advisor with Uhlmann Investment Management, L.L.C. He holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Prior to joining Uhlmann in 2026, he worked at Resources Investment Advisors, Royal Alliance Associates, and LPL Financial. Outside of his advisory role, he serves as Vice President of Retirement Plans at Veritas Retirement Consultants. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, using a fundamental analysis and long-term asset allocation approach. The firm offers a range of managed-account solutions and incorporates third-party managers and custodial model programs tailored to clients' objectives and risk tolerance.

Jeffrey Berman is a financial advisor at Trifecta Capital Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at BMO Harris Bank for eleven years. Trifecta Capital Advisors serves individuals, high-net-worth clients, families, business owners, trusts, and foundations with discretionary investment management and financial planning. The firm combines long-term strategic asset allocation with tactical adjustments based on proprietary capital-market assumptions and employs a mix of fundamental, technical, and cyclical analysis in portfolio construction.

Arthur Freedman is a Series 65-licensed advisor with Essex LLC, based in Deer Park, IL, and has 24 years of industry experience. He has worked at Essex LLC since 2000. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, and charitable organizations. The firm uses a multi-member investment policy committee to construct and monitor portfolios using fundamental, technical, and sector analysis across various asset classes.

Scot Jurczyk is a CFA® charterholder with 20 years of industry experience, currently serving at Financial Solutions Advisory Group since 2003. He is based in Chicago, IL, and is part of a nine-advisor team. Financial Solutions Advisory Group advises high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting and education services. The firm establishes client-specific investment policies through detailed data gathering and employs a combination of fundamental, technical, quantitative, and qualitative analysis across long- and short-term strategies.

Bradley Walton is a CFP® and PFS™ with 37 years of experience in financial services. He has been affiliated with Signature Financial Services, Ltd. since 1988 and has held roles at related entities including Signature Advisors Group Ltd and Signature Brokerage Services, Ltd. Outside of his advisory work, he serves as an outside board member and treasurer for the Franklin News Foundation, a nonprofit national newswire service focused on taxpayer journalism. Signature Financial Services, Ltd. provides portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses model portfolios and third-party asset allocation strategies grounded in modern portfolio theory, applies cyclical and fundamental analysis, and offers services on both discretionary and non-discretionary bases.

Douglas Bennington is a CFA® charterholder with 20 years of industry experience. He has been with Financial Solutions Advisory Group in Chicago since 2009. Financial Solutions Advisory Group provides investment advisory and portfolio management services to individuals, corporations, pension and profit-sharing plans, and trusts. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis in its asset allocation strategies and manages approximately $900 million in discretionary assets across about 350 client relationships.

Noel Cooper is a CFP® with 27 years of industry experience, currently serving at Walled Lake Planning & Wealth Management, LLC since 2018. Prior to this, he worked for RBC Capital Markets Corporation for 10 years. He is a member of the boards of the Highland Park Community Nursery School & Day Care Center and The Art Center Highland Park, where he contributes to fundraising and community outreach efforts. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for around 360 clients. The firm provides comprehensive wealth management services, including financial planning and portfolio management tailored to individual goals and risk tolerance, utilizing a variety of investment vehicles and ongoing monitoring.

Christopher Engelman is a CFA® charterholder with 25 years of industry experience. He has been with Parkside Investments, LLC since 2019 and previously worked at Cedar Hill Associates, LLC for 11 years. He is a partner in Cedar Hill Partners Holdings I and II, limited partnerships focused on alternative investments. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, pension plans, and other clients. The firm uses a fundamental, long-term large-cap core equity approach combined with fixed income, ETFs, option-based strategies, and private investment allocations, managing over $1 billion in client assets with a small advisory team.

Anthony Falco II is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with Monere Investments, Inc. since 2015. Outside of his advisory role, he serves as a church secretary and is president of the Parent Advisory Board for Schaumburg Christian School, both on a volunteer basis. Monere Wealth Management is a team-based firm managing approximately $312 million in client assets, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm offers financial planning, portfolio management, pension consulting, and uses a mix of discretionary and non-discretionary approaches, employing third-party managers and quantitative tools as part of its portfolio construction.

Trey Roach is a financial advisor at The Dala Group, LLC with a Series 65 designation and two years of industry experience. Prior to joining The Dala Group, he worked at Kapco Futures and has experience in education and the winery industry. The Dala Group, LLC offers portfolio management, comprehensive financial planning, and limited financial consulting to individuals—including high-net-worth clients—and business entities. The firm employs multi-disciplinary analysis and asset-allocation strategies to manage portfolios consisting of stocks, bonds, ETFs, and mutual funds, serving both discretionary and non-discretionary mandates.

Blake Sciera is a financial advisor at Walled Lake Planning & Wealth Management, LLC with a Series 65 credential and two years of industry experience. Prior to joining the firm, he held roles at Saint Xavier University, Orland Physical Therapy, and Moraine Valley Community College. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for about 360 clients. The firm offers comprehensive wealth management services including financial planning and portfolio management for individuals, pension plans, trusts, and charitable organizations, utilizing a mix of investment strategies tailored to client goals and risk tolerance.

Peyton Brousseau is a financial advisor at The Dala Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining The Dala Group, Peyton held positions at Calisi Financial and the City of Tempe, and completed a four-year tenure at Arizona State University. The Dala Group serves individual and high-net-worth clients with portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm employs a combination of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies across various investment vehicles.

John Anderson is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. His career includes roles at LPL Financial, CUSO Financial Services, and Baxter Credit Union. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a core-plus-satellite investment approach using third-party managers and model portfolios, and operates a substantial wrap fee program representing a significant portion of its assets under management.

Kyle Tucker is a CFP® certificant with three years of experience in financial advising. He is currently with Signature Financial Services, Ltd and has held roles at First Heartland Capital, Inc. and Signature Advisors Group. He has prior work experience at Purdue University and in various positions outside the financial industry. Signature Financial Services, Ltd. provides portfolio management and financial planning services to individuals, pension plans, trusts, estates, and business entities. The firm employs a modern portfolio theory approach using model portfolios and third-party asset allocation strategies, offering both discretionary and non-discretionary services.

John Kearney is a CFA® charterholder with 14 years of industry experience. He has been with Parkside Investments, LLC since 2017 and previously worked at Cedar Hill Associates LLC for eight years. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, and various institutional clients. The firm emphasizes a fundamental, long-term large-cap core equity investment approach supplemented by fixed income, ETFs, option-based strategies, and private investments, managing over $1 billion in client assets with a small advisory team.