Ashley Janosek is a CFP® and holds a Series 65 license with one year of industry experience. She has worked at Trillium Wealth LLC since 2024 and also serves as an accountant preparing tax returns for Trillium Tax, LLC. Prior to this, she held positions at CWM, LLC, OSAIC, Securities America, Inc., Watts & Associates, and Synergy Financial Services. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm combines multiple investment approaches including quantitative, fundamental, technical, and economic analysis, and manages over $544 million in discretionary assets across roughly 625 client relationships.

Amy Lynch is a financial advisor with River Street Advisors, LLC and holds a Series 65 designation. She has eight years of industry experience and has worked concurrently at Old Second Bank since 2015, where she serves as an investment assistant for the Wealth Department. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual, institutional, and charitable clients. The firm employs a combination of quantitative and fundamental analysis, written investment policies, and diversified portfolios, including the use of derivatives and option strategies for suitable accounts.

Matthew Gill is a financial advisor with M. Brown Financial Advisors in Naperville, IL, holding CFP®, Series 63, and Series 65 credentials. He has six years of industry experience, including roles at Ausdal Financial Partners and other financial and service-related firms. Outside of advising, he is involved as a member in a farm land investment entity. M. Brown Financial Advisors primarily serves as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, offering discretionary portfolio management, customized accounts, and retirement plan consulting. The firm combines active tactical allocation with diversified models and uses a variety of investment strategies, managing most client accounts on a discretionary basis.

Jacqueline Runnberg is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at River Street Advisors, LLC and Old Second National Bank. She has been with River Street Advisors since 2015 and concurrently works within the wealth management department at Old Second National Bank. River Street Advisors, LLC is an independent asset management and financial planning firm that serves individual, institutional, and charitable clients. The firm employs a disciplined investment process using written policy statements, model portfolios, and a combination of quantitative and fundamental analysis.

Charles Brown is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. in Naperville, IL. He has worked at both Ausdal Financial Partners since 2012 and M.Brown Financial Advisors since 2021. Outside of his advisory duties, he serves as president of The Manors of White Eagle Homeowners Association, where he assists with financial decisions affecting the community. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm provides a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary portfolio management through various account structures and investment options.

Mark Brown is a CFP® with 38 years of industry experience, currently serving at M. Brown Financial Advisors in Naperville, IL. He has previously worked at Ausdal Financial Partners since 2010 and led M Brown & Associates from 2006 to 2025. Outside of advising, he serves as vice president of the Naper Courtyards Condo Association, where he helps oversee budget and expenses. M. Brown Financial Advisors primarily acts as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, providing discretionary portfolio management, retirement plan consulting, and participant education. The firm employs a combination of active tactical allocation and diversified, monitored models, often managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Richard Gartelmann is a CFP® with 28 years of experience in the financial services industry. He is affiliated with River Street Advisors, LLC and Old Second National Bank, where he has worked since 2011. Gartelmann holds Series 63 and Series 65 licenses and serves as Senior Vice President managing client relationships for trust accounts at Old Second Wealth Management. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual, institutional, and charitable clients. The firm employs a disciplined investment process incorporating written policy statements, quantitative and fundamental analysis, and may use derivatives and option strategies as part of its portfolio management.

Lucas Thompson is a financial advisor at Trillium Wealth LLC in Yorkville, IL, with two years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and the University of Iowa prior to his current role. Thompson is also involved with The Write Stuff, a separate business activity. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm manages over $544 million in discretionary assets and employs a range of investment strategies including quantitative, fundamental, and technical analysis.

Travis Buoy is a financial advisor with River Street Advisors, LLC, holding a Series 65 credential and three years of industry experience. He also works as an investment research analyst for Old Second National Bank’s wealth management department. Prior to his advisory role, Buoy was employed at St. Charles Country Club for eight years. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual clients, high-net-worth individuals, institutional, and charitable entities. The firm uses written investment policy statements, model portfolios, and a combination of quantitative and fundamental analysis to manage diversified portfolios, including the use of derivatives and option strategies.

Andrew Buttimer is a financial advisor with M.Brown Financial Advisors in Naperville, IL, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with M.Brown Financial Advisors since 2021 and also works with Ausdal Financial Partners, Inc. since 2010. Outside of advisory work, he is involved in community business networking as a member of the BNI A.I.M. Naperville chapter, where he participates in referral building and member relations. M.Brown Financial Advisors primarily serves as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, offering discretionary portfolio management, retirement plan consulting, and participant education. The firm uses a combination of active tactical allocation and diversified allocation models, employing various analytical methods and investment vehicles to manage client accounts on a discretionary basis.

Christopher Laporta is a financial advisor with River Street Advisors, LLC and holds a Series 65 designation. He has two years of industry experience, including roles at Old Second National Bank, Midland Wealth Advisors, Midland Wealth Management, and ATG Trust Company. Laporta serves as a Senior Wealth Advisor in the Wealth Management Department at Old Second National Bank. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual, institutional, and charitable clients. The firm employs a disciplined investment process that includes written policy statements, model portfolios, and a combination of quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management and financial planning services.

Gregory Bruno is a CFP® with 19 years of experience in the financial services industry. He has been with M. Brown Financial Advisors since 2021 and also has ongoing roles at Ausdal Financial Partners, Inc. and M Brown & Associates. Bruno serves as a board member of KUZA Project, a charitable organization. M. Brown Financial Advisors acts primarily as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, providing discretionary portfolio management, customized accounts, and retirement plan consulting. The firm employs active tactical allocation combined with diversified models and utilizes a range of strategies including options and alternative investments, typically managing accounts on a discretionary basis.

Michael Cava is a CFP® and CFA® with eight years of industry experience. He is a vice president and senior portfolio manager in the wealth management department at Old Second National Bank and also serves as an advisor at River Street Advisors, LLC. Prior to this, he worked at Fifth Third Private Bank from 2014 to 2018. River Street Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in client assets and employs a combination of quantitative analysis, fundamental and technical research, and derivative strategies to construct and monitor portfolios.

Yamilet Suarez is a financial advisor at River Street Advisors, LLC with 11 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at River Street Advisors since 2019, with prior experience at LPL Financial and Old Second Bank. Suarez also serves as an AVP Wealth Advisor in the Wealth Management Department at Old Second National Bank. River Street Advisors provides discretionary portfolio management and financial planning to individual clients, municipalities, charities, and corporations. The firm manages approximately $539 million in assets through a team of ten advisors, using a combination of quantitative analysis, fundamental and technical research, and derivative strategies in portfolios.

Bradley Johnson is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He has been with River Street Advisors, LLC and Old Second National Bank since 2010, serving as Vice President and Senior Trust Investment Officer in the Wealth Management Department. River Street Advisors, LLC is an independent asset management and financial planning firm that serves individual clients, including high-net-worth individuals, as well as institutional and charitable entities. The firm employs a combination of quantitative and fundamental analysis, model portfolios, and written investment policy statements to manage diversified portfolios using individual securities, mutual funds, and ETFs.

Benjamin Johnson is a Series 63 licensed advisor with 21 years of industry experience. He has been with Summit Trail Advisors LLC since 2015 and also works with Summit Trail Securities, LLC. Summit Trail Advisors serves individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm provides portfolio management, financial planning, family-office services, retirement plan advisory, and access to private investment funds, using an investment process centered on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome objectives.

Craig Perkins is a financial advisor at Latitude Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Latitude Advisors since 2012. In addition to his advisory role, he works as an independent contractor in fixed and health insurance sales and provides consulting services focused on identifying cash flow savings for businesses. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Steven Bruno is a financial advisor with Ausdal Financial Partners, Inc. based in Naperville, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work history includes roles at M. Brown Financial Advisors and Thumbprint, Inc. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a network of investment advisor representatives. The firm offers a range of services including advisor-managed accounts and retirement plan advisory, with investment strategies tailored to clients’ objectives and risk tolerance.

Roland Stadelmann is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has been with Latitude Advisors and GWN Securities since 2010 and has worked with MassMutual since 2003. Outside of his advisory role, he owns Palmetto Tax Centers, LLC, which provides advanced income tax planning and preparation services. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses valuation-driven and momentum-based multi-asset model strategies, managing most accounts on a discretionary basis with continuous monitoring and rebalancing.

Jeremy Ftacek is a financial advisor with United Advisor Group and holds a Series 66 designation. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Cambridge Investment Research Advisors, and Invest Financial Corp. He is also a founding partner and investment advisor representative of Ftacek Financial Services, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.