Bret Petersen is a financial advisor at Rothschild Wealth LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients by providing portfolio management, financial planning, and retirement and investment consulting. The firm uses a comprehensive approach that incorporates asset allocation models considering tax, estate, cash-flow, and risk factors, utilizing a range of securities and third-party managers with ongoing monitoring and reporting.

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.

Cheryl Krueger is a CFP® with 19 years of experience in the financial services industry. She is currently with Vantage Point Financial, LLC, a team-based firm, and has previously worked at Growing Fortunes Financial Partners and CGN Advisors, LLC. Krueger also serves as managing member of Growing Fortunes Financial Partners LLC, providing administrative support related to her advisory activities. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting. The firm offers a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while maintaining flexibility to include a variety of investment vehicles and integrated planning advice.

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 65 licenses and bringing 13 years of industry experience. He has worked at Uhlmann Price Securities since 2013 and previously at Perpetual Wealth Capital Management, LLC. Outside of his advisory role, he serves as president of Price Futures Group, overseeing all hedging activities. Chicago Investment Advisory Council, Inc. provides portfolio management, financial planning, and educational workshops for retail and high-net-worth clients using proprietary model portfolios and a primarily discretionary trading approach. The firm supports approximately 1,100 client relationships through a five-advisor team.

Sean Poquette is a financial advisor with Leelyn Smith, LLC, holding a Series 66 designation and having two years of industry experience. He previously worked at The State Bank of Geneva for six years before joining Leelyn Smith and LPL Financial. Poquette is a licensed notary in Illinois. Leelyn Smith, LLC provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs model-based and individualized allocations across a range of investment vehicles and utilizes multiple third-party platforms and technologies to support client portfolio management.

Jeffrey Kautz is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Hunter Capital Management. His prior experience includes nine years at Ballast Equity Management. Hunter Capital Management is an SEC-registered investment adviser with approximately $1.09 billion in assets under advisement and a seven-advisor team. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and investment companies through discretionary portfolio management, sponsored pooled vehicles, private funds, and a registered mutual fund.

Elliot Lauzen is affiliated with Grey Fox Wealth Advisors, LLC in Hinsdale, IL, holding Series 63 and Series 65 registrations. He has nine years of experience at Flexpoint Ford, LLC and three years at Altaris Capital Partners, LLC. Lauzen provides consulting and board services related to Flexpoint’s portfolio companies but does not engage in investment management or client solicitation at Grey Fox. Grey Fox Wealth Advisors is a Delaware-registered firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team manages approximately $699 million in assets, offering discretionary investment management and comprehensive financial planning through customized portfolios that incorporate low-cost mutual funds, ETFs, and individual securities when appropriate.

Jared Rus is a financial advisor at Goldstone Financial Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked in education and hospitality before joining Goldstone. Jared is also a fixed annuity and insurance agent. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, implementing strategies that include mutual funds, ETFs, fixed income, and alternative investments.

Vicente Ereneta is a financial advisor at Timothy Financial Counsel, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Allgood Financial - LPL Financial and Legacy Wealth Advisors - Raymond James. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching without custody of client funds, focusing on diversified investment exposure through no-load mutual funds and ETFs with a time-based billing model.

Daniel Rohlfing is a CFP® and Series 66 license holder with 20 years of industry experience. He has worked at Wells Fargo Advisors from 2006 to 2017 and has been with Lantz Financial LLC since 2017, where he serves as part of a seven-advisor team. Prior to that, he spent four years at Private Client Services. Lantz Financial LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $994 million in client assets, focusing on globally diversified portfolios based on modern portfolio theory and fundamental security analysis.

Curtis Ellergodt is a financial advisor with Rothschild Wealth LLC in Oakbrook, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has held roles at Rothschild Financial Partners, Rothschild Investment LLC, Halo Securities LLC, and Ausdal Financial Partners. In addition to advising clients, he serves as COO and CFO of Rothschild Wealth LLC and as CFO and CCO of Rothschild Investment LLC. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executives, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm employs asset-allocation models tailored to client objectives and uses quantitative tools, third-party sub-advisers, and a broad range of investment vehicles, providing comprehensive portfolio management, retirement planning, and institutional services.

Scott Brown is a financial advisor with RAI Wealth in Naperville, IL, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he serves as a councilman for the City of Wheaton and has participated on advisory councils and boards related to Christian mental healthcare and Wheaton College. RAI Wealth provides investment advice and financial planning to a diverse client base, including individuals, families, trusts, and retirement plans. The firm employs a combination of third-party model portfolios and in-house management, using modern portfolio theory and quantitative analysis to tailor strategies to client objectives and risk tolerances.

Joshua Payne is an investment adviser representative at Harvest Investment Services, LLC with two years of industry experience. He holds a Series 65 credential and has worked at both Harvest Investment Services and Envoy Advisory Inc. since 2024. Prior to entering the advisory field, Payne was involved with Give Interactive and Southern Illinois University. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs customized and model-based investment strategies and serves as an ERISA 3(38) investment manager, also managing pooled vehicles and providing sub-advisory services.

Makinzie Stack is a financial advisor with Leelyn Smith, LLC, holding a Series 66 designation and eight years of industry experience. She has worked at LPL Financial LLC since 2017 and has been with Leelyn Smith, LLC since 2013. Outside of her advisory role, she serves as a notary public. Leelyn Smith, LLC serves individual clients, pension and profit-sharing plans, corporations, business entities, and trusts by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes in-house management, separate managers, and model portfolios, supplemented by multiple technology and service providers.

Daniel Kuczero is a financial advisor at T2 Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with T2 Asset Management since 2015. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm manages approximately $165 million using proprietary, rules-based models that combine technical and fundamental analysis to guide asset allocation and risk management across multiple portfolio profiles.

Kevin Loffredi is a CFP® professional with 29 years of industry experience. He is currently an investment adviser representative at Harvest Investment Services, LLC, where he has worked since 2017. Prior to this, he spent 11 years at ProEquities, Inc. In addition to his advisory role, he serves as a vice president at Morningstar, Inc., maintaining an online education tool for the broker/dealer community. 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 various analytical approaches and offers specialized services such as ERISA 3(38) investment management and held-away 401k account management.

Suzanne Lockwoodfisher is a financial advisor at DHJJ Financial Advisors with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Cetera Advisor Networks, and Total Clarity Wealth Management. Since 2020, she has been with DHJJ Financial Advisors, a team of eight advisors based in St. Charles, IL. DHJJ Financial Advisors manages approximately $543.5 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan services. The firm employs client-specific investment policies and manages accounts primarily on a discretionary basis, with a notable affiliation to a Certified Public Accounting firm that provides tax and accounting services under separate agreements.

Frank Moorman is a financial advisor at Goldstone Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Goldstone, he worked at DBHW Wealth Partners and has held positions outside the financial sector, including roles at Pfister Hotel, Clarke Mosquito Control, and Potbelly. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across more than 1,600 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, employing diverse investment strategies including mutual funds, ETFs, fixed income, and select alternatives.

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.