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.

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 with River Street Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. She has worked at River Street Advisors since 2019 and previously spent four years with LPL Financial. In addition to her advisory role, she serves as 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, state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in assets through a team of ten advisors and employs a combination of quantitative analysis, fundamental and technical research, and derivative strategies in portfolio construction and monitoring.

Bradley Johnson is a CFP®, CFA®, and Series 65 credentialed advisor at River Street Advisors, LLC with 16 years of industry experience. He has worked at River Street Advisors and Old Second National Bank since 2010 and serves as Vice President and Senior Trust Investment Officer for the bank's Wealth Management Department. River Street Advisors, a subsidiary of Old Second National Bank, manages approximately $539 million in client assets, providing discretionary portfolio management and financial planning to individuals, institutions, and charitable organizations through a team of ten advisors. The firm employs a mix of quantitative, fundamental, and technical analysis and utilizes derivative strategies within separately managed accounts when appropriate.

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.

Roland Stadelmann is a financial advisor at Latitude Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Latitude Advisors since 2010. Prior to this, he worked at GWN Securities Inc. for 10 years and has been associated 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, and pension consulting. The firm utilizes a range of in-house and third-party model strategies, combining client objectives with tactical and quantitative approaches, and generally manages accounts on a discretionary basis with continuous monitoring and rebalancing.

Thea Reynolds is a financial advisor at Ausdal Financial Partners, Inc. in Aurora, Illinois, with 24 years of industry experience. She holds a Series 66 designation and has been with Ausdal since 2009. Outside of her advisory role, she is the sole proprietor and president of Budget in a Binder, a business focused on teaching and counseling individuals on budgeting and living within their means. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of investment strategies across discretionary and non-discretionary accounts, combining advisory, brokerage, and insurance services.

Mark Essenfeld is a CFP® with 21 years of industry experience. He is currently with Soltis Investment Advisors, LLC and previously worked at HUB International, TCG Advisors, and Mass Mutual Investors Services. He serves as Treasurer for the Board of Trustees at Life's Plan Inc., a not-for-profit organization involved in investment-related activities. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, consulting, and retirement plan services.

Darlene McGrath is a financial advisor at Latitude Advisors, LLC with three years of industry experience. She holds a Series 66 designation and concurrently operates a CPA practice providing bookkeeping, accounting, and tax preparation services for individuals and small businesses since 2005. Prior to joining Latitude Advisors, she was associated with GWN Securities Inc. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, primarily on a discretionary basis.

Robert Fitzjarrald is a financial advisor at Latitude Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Latitude Advisors since 2017. He is also a CPA and shareholder at Hocker, Fitzjarrald & Richardson, PC, a tax and accounting firm he has been involved with since 1984. Latitude Advisors serves individual and business clients by providing 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.

Clayton Saltijeral is a financial advisor at Copeland Capital Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at DCM Brokers, LLC, Northern Lights Distributors, LLC, and Vigilant Distributors, LLC. Copeland Capital Management is an SEC-registered investment adviser managing discretionary portfolios for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses a conservative, disciplined dividend-growth investment approach across domestic and international strategies and manages over $4 billion in discretionary assets.

John Bivens is a financial advisor with Latitude Advisors, LLC in Yorkville, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Latitude Advisors and Gwn Securities Inc. since 2010. Outside of his advisory role, he owns Box2 Packaging, LLC, a packaging distribution business. Latitude Advisors serves individuals, high-net-worth clients, and institutional clients including pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio management using valuation-driven and momentum-based models, third-party manager selection, and pension consulting, with an emphasis on continuous monitoring and tailored investment strategies.

James Ward Sr. is a financial advisor with Latitude Advisors, LLC and holds Series 63 and Series 65 credentials. He has 32 years of industry experience and has been with Latitude Advisors since 2010. In addition to his advisory role, he has been involved with JVJ Business Enterprises, Ltd. since 1983, providing consulting, tax preparation, and insurance sales services. 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 to manage client portfolios, primarily on a discretionary basis.

Jennifer Santucci is a financial advisor at William Blair with 33 years of industry experience. She holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1988. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternatives, and provides proprietary models and access to private funds and co-investment opportunities.

Eduardo Duran is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at GWFS Equities, J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, Merrill Lynch, and Fifth Third Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers an integrated service model linked to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans alongside optional managed account solutions.

Chloe Prior is a financial advisor at Citigroup Global Markets with Series 66 credentials and four years of industry experience. Her prior work includes positions at Guaranteed Rate and Aldi, Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with comprehensive internal oversight and provides specialized solutions for high-net-worth clients.

Monica Kaminski is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. She has worked at William Blair since 2022 and previously spent ten years at BMO Harris Bank. Outside of her financial advisory role, she is a skincare consultant for Rodan and Fields. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds through its integrated investment platform.

Richard Schlesinger is a Certified Financial Planner™ with 26 years of industry experience. He has been with Planmember Securities Corporation since 2005 and has operated as a self-employed insurance producer and tax preparer since 2000, focusing on fixed annuities and tax preparation services. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering participant-level investment options. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Scott Weinstein is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Ameritas Wealth Advisors, Lake Michigan Benefit Associates, Ohio National Financial Services, and Ameritas Life Insurance Corp. He is also licensed as an independent insurance agent for fixed insurance products and is a partner in a private business venture. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies, including model portfolios and customized solutions, supported by multiple program platforms and third-party technology.

Sharon Way is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with VOYA and its affiliates since 2000, including 12 years at VOYA Financial Advisors. Outside of her advisory role, she operates as an independent insurance agent specializing in fixed life insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategists with technology-driven tools to implement investment strategies predominantly on a non-discretionary basis.