Charles Millington is a CFP® professional with 19 years of experience in the financial industry. He has been with Millington Financial Advisors, LLC since 2014 and holds a Series 66 license. Outside of his advisory role, Millington serves as an accountant and CFO for Millington Insurance and also works as an insurance agent. Millington Financial Advisors serves individuals, high-net-worth clients, families, estates, corporations, retirement plans, trusts, and foundations with discretionary investment management, financial planning, and retirement-plan consulting. The firm incorporates tax planning and estate-planning facilitation into its services and utilizes a variety of investment strategies, including cyclical, fundamental, and technical analysis, with ongoing account monitoring and periodic client reviews.

Adam Blonsky is a CFP®-designated financial advisor with 15 years of industry experience, currently serving at Coyle Financial Counsel, Inc. since 2011. He holds Series 63 and Series 65 licenses and works out of Glenview, IL. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities with discretionary and non-discretionary asset management, wealth advisory, financial assessment, and project-based services. The firm combines tactical and strategic asset allocation with fundamental, quantitative, and technical analysis and offers a formal monthly subscription service alongside structured financial assessments for clients at various wealth stages.

Dory Rodriguez is a financial advisor with Apollon Financial, LLC, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. Prior to joining Apollon Financial in 2024, he worked at LPL Financial and HighPoint Advisor Group LLC. He has additional business activities that include sales of non-variable insurance products. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and offers financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments using a combination of centrally managed models, advisor-led portfolios, and sub-advisers.

John Finley is a CFA® charterholder with 14 years of experience in the financial industry. He has been with Coyle Financial Counsel, LLC since 2015. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, providing discretionary and non-discretionary asset management as well as financial assessment, wealth advisory, project-based planning, and family legacy services. The firm combines tactical and strategic asset allocation with individualized portfolio construction, utilizing sub-managers and third-party software for security-level analysis.

Robert Thompson is a CFP® with 36 years of industry experience, currently serving at Harvest Investment Services, LLC. His career includes roles at Midland States Bank, Fifth Third Bank, and Concourse Financial Group Securities Inc. He is president of Progressive Financial Planning Services Inc., an independent financial planning practice, and serves as board president-chair of the Oak Lawn Public Library Foundation as well as a consultant to Virtu Broadband LLC. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical strategy using fundamental, technical, and cyclical analysis, and offers specialized services such as ERISA 3(38) investment management and held-away 401(k) account management.

Joseph Schmitt is a financial advisor at IntentGen Financial Partners with six years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments. Schmitt is also a licensed insurance producer, selling and servicing fixed insurance contracts. IntentGen Financial Partners manages approximately $756 million and serves individuals, trusts, pension and profit sharing plans, and corporate clients. The firm employs a multi-advisor team approach and uses a range of investment methodologies, including modern portfolio theory, fundamental and technical analysis, and quantitative models, to create tailored portfolios.

Michael Speziale is a financial advisor with James T. Borello & Co. in East Dundee, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with James T. Borello & Co. since 2011. James T. Borello & Co. manages approximately $514 million across about 700 client relationships, serving individuals, high-net-worth clients, family offices, small businesses, trusts, and other legal entities. The firm provides discretionary portfolio management and comprehensive financial planning services, using asset-allocation models tailored to client goals and employing quantitative analysis alongside third-party software.

Brenton Newell is a Series 65-licensed financial advisor with Harvest Investment Services, LLC, where he has worked since 2015. He has three years of industry experience and has held positions at Wheaton College, Visionworks, Evangel University, College of DuPage, CYT Chicago, and Newell Christian Academy High School. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm employs a multi-advisor team approach and offers tailored investment strategies that incorporate fundamental, technical, and cyclical analysis, alongside specialized services such as ERISA 3(38) management and held-away 401(k) account oversight.

Matthew Moulton is a CFP® professional with seven years of experience in financial advising. He is affiliated with Signature Financial Services, Ltd and has worked at First Heartland Capital Inc and Signature Advisors Group. His background includes a role as an Associate Financial Planner at Signature Advisors Group. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation driven approach grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of investment vehicles including mutual funds and ETFs.

Kara Vance is a CFP® and Series 65 professional with 15 years of experience in financial advisory services. She has been with Timothy Financial Counsel, Inc. since 2016. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on various financial topics and emphasizes diversified exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing, without offering ongoing portfolio management or discretionary authority.

Zachary Larson is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently with IntentGen Financial Partners and has previously worked at Thrivent Financial, Thrivent Investment Management, and Purshe Kaplan Sterling Investments. Larson is the author of an upcoming book titled *Retire Intentionally* and serves on the boards of two mental health nonprofits, Samaracare Counseling and Grow Wellness Foundation. IntentGen Financial Partners provides asset management, financial planning, and retirement plan consulting to individuals, trusts, and corporate clients. The firm employs a multi-advisor team approach and uses a range of investment methods, including modern portfolio theory, fundamental and technical analysis, and third-party manager research, to tailor portfolios for its clients.

John Koenig is a CFP® and holds a Series 65 license with eight years at Capstone Financial Advisors Inc and a total of four years in the industry. Prior to joining Capstone, he worked at Heritage Wealth Architects, LLC for two years and was a part-time student for one year. Capstone Financial Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers portfolio management and financial planning with an investment process that emphasizes asset-class allocation, cost control, and tax positioning, managing approximately $2.44 billion in client assets across a multi-advisor team.

Tyler Qualio is a CFP® with 24 years of experience in the financial services industry. He is currently with Rothschild Wealth LLC and Rothschild Investment LLC, having previously worked at Halo Securities, LLC and Ausdal Financial Partners, Inc. Qualio serves on the advisory board of the Will County Community Foundation, where he is involved with charitable grants and community endeavors. Rothschild Wealth LLC provides portfolio management, financial planning, and retirement and investment consulting to individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutions. The firm employs a comprehensive asset-allocation approach that incorporates tax, estate, cash-flow, and risk considerations, utilizing a range of investment vehicles and ongoing portfolio monitoring.

Zachary Smith is an advisor at T2 Asset Management, LLC with Series 65 and Series 63 credentials. He has been with T2 since 2026 and has prior professional experience at ZECO dating back to 2015. T2 Asset Management is a registered investment adviser managing approximately $180 million for around 560 clients, including individuals, trusts, corporations, and retirement plans. The firm employs proprietary, rules-based models combining technical and fundamental analysis to set asset allocation across various risk profiles, primarily using ETFs, mutual funds, and selective individual securities and options strategies.

Gregory Davis is a CFP® with 11 years of industry experience, currently serving as an advisor at Clearwater Capital Partners. He has been with Clearwater since 2015. Outside of his advisory role, he is a passive investor in a thoroughbred horse racing LLC and acts as a life insurance agent, evaluating and placing policies when needed for clients. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves individual, high-net-worth, and institutional clients using a variety of investment approaches, including fundamental, quantitative, and options strategies.

Daniel Foxen is a financial advisor at Apollon Financial, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at LPL Financial and The New England. Outside of advisory work, he is involved in life and long-term care insurance sales through Foxen Financial, Inc. Apollon Financial is an SEC-registered advisory firm serving individuals, families, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, combining centrally managed model strategies with locally led portfolios and sub-advisers. Its investment approach includes ESG risk-based models, Direct Indexing, tax-aware techniques, and access to private and alternative investments.

Paul Lambert is a financial advisor at Indivisible Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for three decades before joining Indivisible Partners in 2025. Lambert also serves as Chair of the Emeritus Board for the nonprofit Chicago Run and is involved with Bras Coupé, a nonprofit fishing camp in Canada, where he participates on the Executive and Membership Committees. Additionally, he consults for Bates Group LLC, assisting with business development and marketing. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management, third-party manager selection, and ERISA plan advisory, delivering both discretionary and non-discretionary services tailored to client needs.

Jack Rafferty is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Rothschild Wealth LLC, where he has worked for two years, following previous roles at Wipfli Financial Advisors/Creative Planning and William Blair. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm employs asset-allocation models tailored to client objectives, using quantitative tools and third-party sub-advisers to manage portfolios across various investment vehicles while providing services such as financial planning, retirement consulting, and ongoing portfolio monitoring.

Mark Gilbert is a financial advisor at Sikich Financial with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Sikich Capital Management LLC in 2025, he worked at Reason Financial Advisors, LLC and Reason Financial Advisors, Inc. for a combined total of 19 years. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm uses a modern portfolio theory-based investment process focused on diversified, asset-class-based allocations primarily through passive mutual funds and ETFs.

John Chapman is a financial advisor at Clearwater Capital Partners with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clearwater Capital Partners since 2006. Chapman is a partial owner of Clearwater Capital Insurance Services, LLC, which provides non-variable life, long-term care, and disability insurance sales, and he is also a business owner of Clearwater Capital Consulting, LLC, offering select tax services. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, providing family office and private wealth management, institutional advisory, retirement plan advisory, and wrap-fee investment programs. The firm manages most advisory accounts on a discretionary basis and incorporates fundamental, technical, quantitative, and thematic analysis in portfolio management.