Phillip Coad is a CFP® professional with 14 years of industry experience, currently serving at Vermillion Financial Advisors, Inc. in South Barrington, IL. He has been with Vermillion Financial Advisors since 2005, working as part of a six-advisor team. Vermillion Financial Advisors provides financial planning, investment advisory, and employer-sponsored retirement plan services to individuals, trusts, business entities, and pension/profit-sharing plans. The firm offers both stand-alone financial planning and ongoing investment advisory programs, utilizing model and customized portfolios along with structured service tiers and educational workshops for plan participants.

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.

Robyn O'Halloran is a financial advisor with Chicago Capital Management Advisors, LLC, holding a Series 65 credential and over 21 years of industry experience. She has worked at firms including American Trust Investment Services Advisory Inc. and Client First, LLC. Outside of advising, she is a sales consultant in technology solutions and engineering services. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning to individuals, corporations, trusts, and retirement plans. The firm follows a fundamentals-driven investment process, offering tailored model strategies and using derivatives for hedging and income.

Lucas Mroz is a financial advisor at Vantage Point Financial, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 12 years. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while incorporating flexible investment options and integrated planning advice.

Michal Gicala is a CFP® professional at Capstone Financial Advisors Inc with six years of experience, including prior work at Ikenberry Dining Services and a background in full-time education. Based in Downers Grove, IL, Michal has been with Capstone since 2020. Capstone Financial Advisors serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers portfolio management and financial planning with an investment approach focused on asset-class allocation, cost control, and tax positioning, managing approximately $2.44 billion in client assets across a multi-advisor team.

Patrick May is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Vantage Point Financial, LLC and has previously worked at Prosperity Capital Advisors, The Chamberlin Group Tax & Wealth Advisors, and Scottrade, Inc. Outside of his advisory role, Mr. May is a licensed insurance agent offering various fixed insurance products. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using a range of investment vehicles and offers supplementary services such as tax planning, business-owner insights, and retirement education.

Katelyn Wright is a CFP® professional at DHJJ Financial Advisors with four years at the firm and a total of seven years in the financial industry. Before joining DHJJ, she worked for six years at CUSD 200. DHJJ Financial Advisors serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing portfolio management, financial planning, and retirement-plan advisory services. The firm integrates accounting services through an affiliated CPA firm and employs discretionary investment management tailored to client-specific goals using asset allocation, fundamental analysis, and approved AI tools.

Jeffrey Dehaan is a CFP® with 16 years of experience in the financial advisory industry, currently serving at Clearwater Capital Partners. He has been with Clearwater Capital Partners and its affiliates since 2013. In addition to his advisory role, he places insurance products for clients as part of their overall wealth management plans. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services such as private wealth management, family office support, and retirement plan advisory. The firm emphasizes portfolio management guided by written Investment Policy Statements and employs a mix of fundamental, technical, quantitative, and thematic analysis.

Seth Woodward is a financial advisor with Timothy Financial Counsel, Inc. in Wheaton, IL. He holds a Series 65 credential and joined the firm in 2026. Prior to his advisory role, he worked at Microsoft Corp for four years and EY-Parthenon for three years. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching without discretionary portfolio management, favoring diversified exposure through no-load mutual funds and ETFs and a time-based billing model.

Michael Grady is a financial advisor at Asset Strategies, Inc with over 41 years of industry experience. His career includes roles at E.F. Hutton & Co. LLC and Chicago Capital Management Advisors, where he serves as president of the affiliated registered investment advisory. He is also a director of the Upward Foundation, a charitable organization providing support and scholarships to disadvantaged individuals. Asset Strategies, Inc. offers discretionary portfolio management and financial planning to individual and charitable clients, managing approximately $59.7 million in discretionary assets. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement long- and short-term investment strategies across various asset classes.

Andrew Lindquist is a Series 65-licensed financial advisor at Timothy Financial Counsel, Inc. with five years of industry experience. Before joining Timothy Financial Counsel in 2021, he worked for Rauner College Prep from 2015 to 2020. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that offers individual consultations and project-based advice on various financial topics for a diverse client base. The firm emphasizes a time-based billing model, diversified investment exposure, and advisory services without managing client assets directly.

Daniel Borello is a financial advisor at James T. Borello & Co. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2016. James T. Borello & Co. provides discretionary investment management and comprehensive financial planning services to individuals, high-net-worth clients, small businesses, trusts, and other legal entities. The firm employs diversified portfolios using asset-allocation models and quantitative risk/return analysis, offers third-party managed account programs and direct indexing strategies, and conducts regular account reviews.

Ronald Doweidt is a financial advisor at San Blas Advisory, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Prosperity Wealth Management, Brokers International Financial Services, and Morgan Stanley Dw Inc. He is based in Naperville, IL. San Blas Advisory, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individuals and businesses, managing approximately $218.9 million for about 664 clients. The firm’s investment approach integrates fundamental, technical, and qualitative analysis, using a range of investment vehicles and offering access to third-party managers while allowing clients to set account restrictions.

Ethan Willett is a financial advisor with Stenger Family Office, LLC, holding a Series 65 designation and beginning his career in the industry in 2026. Prior to joining Stenger, he gained experience through internships and roles at VCapital Management and Medline, alongside ongoing studies at Northwestern University. Stenger Family Office serves a diverse client base including individuals, trusts, estates, pension plans, charitable organizations, and businesses, managing approximately $735 million. The firm offers financial planning, portfolio management, wealth and family office services, and pension consulting, using a structured investment approach with factor analysis, fundamental security analysis, and periodic rebalancing overseen by an investment committee.

Ryan Lantz is a financial advisor at Lantz Financial LLC in Naperville, IL, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Lantz Financial, he worked at J. P. Morgan Securities LLC and JPMorgan Chase Bank N. A. from 2022 to 2024. Lantz Financial provides portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in client assets and employs a globally diversified investment approach based on modern portfolio theory, using primarily mutual funds and exchange-traded funds.

James Dingle is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 66 registrations and bringing 37 years of industry experience. His prior roles include positions at American Trust Investment Services Advisory, Inc., Lasalle St. Securities, L.L.C., and LPL Financial. Outside of his advisory work, he serves as head coach of the Lincoln-Way hockey team. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process and offers tailored strategies across multiple asset classes, utilizing hedging techniques and access to third-party managers.

Eva Hahn is a financial advisor at Azzad Asset Management, Inc. with one year of industry experience. She holds a Series 66 designation and has prior experience at Raymond James & Associates. Outside of her advisory role, she is involved with the Islamic Society of Northwest Suburbs. Azzad Asset Management offers investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, trusts, small businesses, and other institutions. The firm specializes in socially responsible Islamic investing, using proprietary screening tools to exclude certain industries, and manages assets through a combination of in-house and independent managers across multiple asset-allocation strategies.

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.

Andrew Abel is a financial advisor at IntentGen Financial Partners in Naperville, IL, with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments, Thrivent Investment Management, and J.P. Morgan Securities. 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 utilizes a variety of investment methods, including modern portfolio theory, fundamental and technical analysis, and quantitative models, to build diversified portfolios.

Aldo Vultaggio is a CFA® charterholder with 18 years of industry experience. He has been with Capstone Financial Advisors Inc since 2016. Capstone Financial Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset-class allocation, cost control, and tax efficiency, employing a multi-year investment outlook with a range of strategies and access to private fund investments for qualified investors.