Jessica Stanley is a financial advisor at Rezny Wealth Management, Inc. in Aurora, IL, holding a Series 65 designation with 13 years of industry experience. She has been with Rezny Wealth Management since 2009. Rezny Wealth Management primarily serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management and integrated financial planning on a fee-only basis. The firm manages approximately $506 million in client assets, utilizing a Global Tactical Opportunity Portfolios framework that combines quantitative and fundamental analysis across a range of investment styles.

Cole Vickrey is a financial advisor with IntentGen Financial Partners in Naperville, IL, holding a Series 66 designation and four years of industry experience. He has worked with firms including Purshe Kaplan Sterling Investments and Thrivent Investment Management. IntentGen Financial Partners provides asset management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and profit sharing plans, and corporate clients. The firm employs a multi-advisor team structure and uses a variety of investment methods to construct portfolios that incorporate equities, fixed income, options, REITs, private funds, and other alternatives.

David Bach is a financial advisor with River Street Advisors, LLC and holds a Series 65 credential. He has eight years of industry experience and has worked at River Street Advisors and Old Second National Bank since 2016. In addition to his advisory role, he serves as the Wealth Compliance & Internal Control Officer for the Wealth Management Department at Old Second National Bank. River Street Advisors provides discretionary portfolio management and financial planning services to individuals, state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in assets through a team of ten advisors, employing a combination of quantitative and fundamental analysis, derivative strategies, and third-party tools to construct and monitor portfolios.

Jack Ayotte is a financial advisor with IntentGen Financial Partners in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Cetera and Thrivent Advisor Network, and he is also the managing member of Ayotte Decker LLC, a CPA firm he has operated since 1991. IntentGen Financial Partners provides asset management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm manages approximately $756 million in discretionary and non-discretionary accounts through a multi-advisor team and employs a diverse investment approach incorporating modern portfolio theory, fundamental and technical analysis, quantitative models, and third-party manager research.

Steven Meves is a CFA® charterholder and holds a Series 66 designation with 13 years of experience in the financial industry. He has worked with Old Second National Bank and River Street Advisors, LLC for the past ten years. Both firms are located in Aurora, IL. River Street Advisors, LLC offers discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in client assets through a team of ten advisors and employs quantitative techniques alongside fundamental and technical analysis to construct and monitor portfolios.

James Oswald is a CFA® charterholder with 11 years of industry experience. He has worked at T2 Asset Management, LLC since 2015 and was previously with Asbury Investment Management LLC from 2019 to 2023. Based in Naperville, IL, he is part of a seven-advisor team at T2 Asset Management. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm uses proprietary, rules-based models combining technical and fundamental analysis to manage multi-asset portfolios across various risk profiles.

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.

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.

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.

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.

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.

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.

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.

Paul Novak is a financial advisor with T2 Asset Management, LLC in Naperville, IL, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with T2 Asset Management since 2015. Novak serves as a board member of The Alive Center, a nonprofit organization, since 2021. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions, managing approximately $165 million in discretionary assets. The firm uses proprietary, rules-based models combining technical and fundamental analysis to manage asset allocation and downside risk across multiple portfolio profiles.

Gretchen Radach is a financial advisor at Sikich Financial in Naperville, IL, holding Series 65 and Series 66 licenses with three years of industry experience. She previously operated Gretchen Radach Consulting LLC for eight years before joining Sikich Capital Management. Outside of her advisory role, she serves as president of Gretchen Radach LLC, an entity used for passive investments. Sikich Financial is a multi-team SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning and portfolio management with retirement plan consulting, using an asset-allocation approach supported by both in-house and third-party managers.

David Heinle is a CFP® with 10 years of industry experience, currently serving as an advisor at T2 Asset Management, LLC since 2015. He holds a Series 63 license and is based in Naperville, IL. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions, managing approximately $165 million in discretionary assets. The firm employs proprietary, rules-based models that combine technical and fundamental analysis to manage asset allocation and downside risk across multiple portfolio profiles.

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.

Michael Mathey is a financial advisor at IntentGen Financial Partners in Naperville, IL, with four years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Thrivent Investment Management, and the Thrivent Advisor Network. Mathey has experience assisting clients with financial plan maintenance and meeting preparation through his role as a Senior Planning Coordinator at Thrivent Advisor Network. IntentGen Financial Partners serves individuals, trusts, pension and profit sharing plans, and corporate clients, offering asset management, comprehensive financial planning, and retirement plan consulting. The firm employs a multi-advisor team approach and uses a variety of investment methods, including modern portfolio theory and third-party manager research, to construct diversified portfolios tailored to client needs.