Terrence Heafey is a CFP® with 30 years of industry experience, currently serving at Brickwork Financial Planning, LTD where he has worked since 2009. His prior roles include positions at 4 Wealth Advisors, Inc. and PURSHE KAPLAN STERLING INVESTMENTS, Inc. Heafey serves as a school board member for Palos Consolidated Elementary School District 118. Brickwork Financial Planning, LTD provides financial planning and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, focusing on written financial plans and advisory engagements without discretionary asset management. The firm employs a structured planning process using various analytical tools and offers services through fixed fees, retainers, or hourly consulting.

Anthony Petan is a financial advisor with PrairieView Wealth & Tax Advisors in Frankfort, IL. He holds a Series 65 credential and has less than one year of industry experience. Prior to his role at PrairieView, he worked in various positions including hospitality and education. PrairieView Wealth & Tax Advisors serves individuals, families, family offices, trusts, estates, and private foundations, providing personalized financial planning alongside discretionary and non-discretionary investment management. The firm integrates tax preparation and accounting services through an affiliated tax practice and offers insurance products via licensed advisory personnel.

Robert Morvice Jr. is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with PrairieView Wealth & Tax Advisors and has previously worked at firms including Bates Securities, Inc. and Belvedere Trading LLC. In addition to his advisory role, he serves as Director of Operations and Enrolled Agent at PrairieView Tax LLC, a tax preparation and advisory business. PrairieView Wealth & Tax Advisors serves individuals, families, family offices, trusts, estates, and private foundations with personalized financial planning and both discretionary and non-discretionary investment management. The firm integrates tax preparation and planning services through its affiliated tax practice and employs a fundamental, tax-aware investment approach tailored to client needs.

Ryan Kavois is a CFP® professional with 19 years of industry experience, currently serving as the principal advisor at Brickwork Financial Planning, LTD in Orland Park, IL. His prior experience includes roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He holds Series 66 registration and has been involved with Brickwork Financial Planning since 2009. Brickwork Financial Planning, LTD provides financial planning and consulting services to individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses. The firm offers advisory financial plans and consulting engagements with a focus on written recommendations and non-discretionary pension consulting, utilizing a combination of fixed-fee and hourly billing structures.

Juan Troncoso Iriarte is a CFA® charterholder at JT Asset Allocation LLC with three years of industry experience. His prior work includes roles at Banco BICE, Quinto Inversiones, and over two decades at Dow Chemical. JT Asset Allocation LLC is a small registered investment adviser serving private individuals with discretionary portfolio management and personalized investment plans. The firm emphasizes portfolio construction, asset allocation, and active derivative strategies, combining model allocations with client-specific recommendations supported by various analytical methods.

Egon Menker is a financial advisor at Contour Financial with 24 years of industry experience. He holds a Series 65 designation and has been with Contour Financial since 2001. Contour Financial serves individual households focused on retirement planning and investment management, primarily for clients who are not high-net-worth. The firm offers diversified portfolios using mutual funds and ETFs alongside comprehensive financial planning services, operating as a fee-only fiduciary under the NAPFA code.

Christopher Odonnell is a financial advisor at North South Capital, LLC in New Lenox, Illinois, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with North South Capital since 2008. In addition to his advisory role, Odonnell is a licensed agent for fixed life insurance sales. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts, managing approximately $25.9 million across around 120 client accounts. The firm employs a multi-method investment approach and offers discretionary portfolio management, financial planning, and insurance- and brokerage-related services, with a focus on tailored plans and fiduciary responsibilities.

Brian Bardachowski is a financial advisor at Pensinger Financial, Inc. with one year of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role, he owns and operates Wisdom Financial, Inc., a mortgage brokerage that provides residential mortgage services. Pensinger Financial provides investment advisory and financial planning services to individuals, high-net-worth individuals, and small businesses. The firm follows an investment approach based on efficient market theory and modern portfolio theory, emphasizing long-term investing primarily through mutual funds and ETFs.

Aaron Vasil is a financial advisor at North South Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with North South Capital since 2009. In addition to his advisory role, he is a partner at Fundamental Financial Group, LLC, where he offers insurance products to securities clients and teaches college courses approximately one night per month. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs multiple methods of analysis and goal- and risk-based model allocations, tailoring plans through client interviews and periodic reviews, and combines investment advisory and broker-dealer services with a focus on education and conflict monitoring.

Stephen Truesdale is a financial advisor at North South Capital, LLC in New Lenox, Illinois, with four years of industry experience. He holds a Series 66 designation and previously worked for CN Railroad for ten years before joining North South Capital in 2021. Outside of advising, he manages a small rental property in Cedar Lake, Indiana. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts, managing approximately $25.9 million across about 120 client accounts. The firm uses multiple methods of analysis and goal- and risk-based model allocations, offering discretionary portfolio management, financial planning, and insurance- and brokerage-related services.

Eric Wills is a CFA® charterholder and financial advisor at Park River Advisors with three years of industry experience. He previously worked at Point72, Zazove Associates, and Calamos Investments. Park River Advisors is a small, state-registered investment adviser that provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $28.1 million for a compact client roster and employs a tactical allocation approach combining fundamental, technical, and cyclical analysis across multiple asset classes.

Joel Poortenga is a financial advisor at GPS Financial Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with GPS Financial Group since 2016. The firm provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. GPS Financial Group manages approximately $64 million in assets using a two-advisor structure and applies modern portfolio theory with a long-term trading approach, typically managing accounts on a discretionary basis.

Karen Nordstrom is a financial advisor at Contour Financial with 24 years of industry experience. She holds the Series 65 designation and has been with Contour Financial since 2001. Contour Financial serves individual households primarily focused on retirement planning and investment management, emphasizing clients who are not high-net-worth. The firm offers diversified portfolios mainly composed of mutual funds and ETFs, alongside comprehensive financial planning services, and operates as a fee-only fiduciary under the NAPFA code.

Adam Ogle is a financial advisor at Park River Advisors with a Series 65 designation and one year of industry experience. He has worked at SAP since 2011 as a Principal Enterprise Architect, focusing on guiding customers from on-premises legacy software applications to SAP’s cloud-based solutions. Park River Advisors is a small, state-registered firm providing discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation approach blending fundamental, technical, and cyclical analysis to manage customized portfolios across various asset classes.

Kaitlyn Hedger is a financial advisor at PrairieView Wealth & Tax Advisors with three years of industry experience. She holds a Series 65 designation and has worked at PrairieView Wealth Partners since 2023, following roles at Midwest Legacy Group, The Millennium Group, American Cruise Lines, and the University of Indianapolis. PrairieView Wealth & Tax Advisors serves individuals, families, trusts, estates, and private foundations, providing personalized financial planning and investment management alongside coordinated tax preparation and accounting services through an affiliated tax practice. The firm emphasizes tax-aware, long-term portfolio construction and offers integrated tax and advisory services within the same group.

David Latko is a financial advisor with Latko Wealth Management, Ltd. in Frankfort, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Latko Wealth Management since 2016 and has worked at LPL Financial since 1989. Outside of his advisory work, he runs Latko Media Enterprises Ltd., which encompasses his book writing, magazine writing, radio show, seminars, and public speaking. Latko Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and hourly consulting primarily to individual clients, including high-net-worth households, as well as foundations, endowments, and corporate clients. The firm uses a personalized, goal-based process and offers portfolios with a range of asset types, monitored and rebalanced periodically with options for discretionary or non-discretionary management.

Frank Pavlica is a financial advisor with Strategic Investment Solutions, Inc. and holds Series 63 and Series 65 licenses. He has 40 years of industry experience and has worked at Purshe Kaplan Sterling Investments, LPL Financial LLC, and has operated his own CPA firm since 1976. He serves on the board of directors for Cornerstone National Bank & Trust Company and provides tax preparation and accounting services through his CPA practice. Strategic Investment Solutions is an SEC-registered multi-advisor firm offering discretionary portfolio management and model-portfolio services to individuals, pension plans, trusts, and estates. The firm employs a hybrid passive investment approach based on asset allocation and the Efficient Markets framework, using institutional funds primarily from Dimensional Fund Advisors and maintaining a long-term, buy-and-hold strategy with periodic reviews.

Brandon Muzzarelli is a financial advisor with 1834 Investment Advisors Co. and holds a Series 65 designation. He has one year of experience at 1834 Investment Advisors and 19 years of experience at Old National Bank, where he is a portfolio manager. Outside of his advisory role, he serves as the Treasurer for the Village of Gardner, IL. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies, working closely with its affiliate Old National Bank and offering specialized services such as cash-balance defined benefit plan management and private investment consulting.

Jay Faler is a financial advisor at Providence Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Standard Bank & Trust from 2012 to 2016 before joining Providence Wealth Advisors in 2017. Providence Wealth Advisors is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. The firm serves a range of clients including high-net-worth individuals and uses asset-allocation models based on modern portfolio theory to construct diversified portfolios.

Douglas Degroot is a CFP® with 15 years of industry experience and has been with Providence Wealth Advisors, LLC since 2010. He holds a Series 65 license and is based in Frankfort, IL. Providence Wealth Advisors, LLC is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning services to individuals, trusts, retirement plans, and government entities. The firm uses asset-allocation models based on modern portfolio theory to build diversified portfolios and serves a range of clients including high-net-worth individuals, offering financial planning at no additional charge.