Vicente Ereneta is a financial advisor at Timothy Financial Counsel, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Allgood Financial - LPL Financial and Legacy Wealth Advisors - Raymond James. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching without custody of client funds, focusing on diversified investment exposure through no-load mutual funds and ETFs with a time-based billing model.

Daniel Rohlfing is a CFP® and Series 66 license holder with 20 years of industry experience. He has worked at Wells Fargo Advisors from 2006 to 2017 and has been with Lantz Financial LLC since 2017, where he serves as part of a seven-advisor team. Prior to that, he spent four years at Private Client Services. Lantz Financial LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $994 million in client assets, focusing on globally diversified portfolios based on modern portfolio theory and fundamental security analysis.

Curtis Ellergodt is a financial advisor at Rothschild Wealth LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various Rothschild entities as well as Halo Securities LLC and Ausdal Financial Partners, Inc. He also serves as COO/CFO of Rothschild Wealth LLC and CFO/CCO of Rothschild Investment LLC. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm emphasizes asset-allocation models supported by quantitative analysis and implements portfolios through mutual funds, ETFs, equities, fixed income, and sub-advisers.

Scott Brown is a financial advisor with RAI Wealth in Naperville, IL, holding a Series 66 designation and 18 years of industry experience. He has worked at several firms, including Securities America Advisors and National Planning Corporation. Outside of his advisory role, Brown serves as an elected councilman for the City of Wheaton and participates on the advisory council of Meier Clinics, a Christian mental healthcare provider. RAI Wealth provides investment advice and planning to individuals, high-net-worth clients, families, trusts, estates, corporations, and small businesses. The firm uses risk-based proprietary model portfolios, modern portfolio theory, and quantitative tools to manage client assets, often delegating implementation to third-party managers through the TownSquare platform.

Joshua Payne is an investment adviser representative at Harvest Investment Services, LLC with two years of industry experience. He holds a Series 65 credential and has worked at both Harvest Investment Services and Envoy Advisory Inc. since 2024. Prior to entering the advisory field, Payne was involved with Give Interactive and Southern Illinois University. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs customized and model-based investment strategies and serves as an ERISA 3(38) investment manager, also managing pooled vehicles and providing sub-advisory services.

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.

Kevin Loffredi is a CFP® professional with 29 years of industry experience. He is currently an investment adviser representative at Harvest Investment Services, LLC, where he has worked since 2017. Prior to this, he spent 11 years at ProEquities, Inc. In addition to his advisory role, he serves as a vice president at Morningstar, Inc., maintaining an online education tool for the broker/dealer community. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical strategy using various analytical approaches and offers specialized services such as ERISA 3(38) investment management and held-away 401k account management.

Frank Moorman is a financial advisor at Goldstone Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Goldstone, he worked at DBHW Wealth Partners and has held positions outside the financial sector, including roles at Pfister Hotel, Clarke Mosquito Control, and Potbelly. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across more than 1,600 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, employing diverse investment strategies including mutual funds, ETFs, fixed income, and select alternatives.

Scot Jurczyk is a CFA® charterholder with 20 years of industry experience, currently serving at Financial Solutions Advisory Group since 2003. He is based in Chicago, IL, and is part of a nine-advisor team. Financial Solutions Advisory Group advises high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting and education services. The firm establishes client-specific investment policies through detailed data gathering and employs a combination of fundamental, technical, quantitative, and qualitative analysis across long- and short-term strategies.

Donald Robinson is a financial advisor with Vantage Point Financial, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Northwestern Mutual and Thomas Canale. He has served as an ordained minister since 2017 and is vice president and a board member of Youth Outreach Services, Inc., a nonprofit serving youth and families in the Chicagoland area. Vantage Point Financial is a team of 16 advisors serving individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while also incorporating alternative investments and tax planning through affiliated entities.

Henry Wong is a financial advisor with Juncture Wealth Strategies, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include work with Centaurus Financial, Inc. and Catalina Investments. He operates a marketing DBA called Disruptive Money Management with Henry Wong. Juncture Wealth Strategies serves individuals, trusts, estates, and pension or profit-sharing plans, offering investment advisory services, portfolio management, and standalone financial planning. The firm employs a range of proprietary strategies and utilizes derivatives and hedging techniques within separately managed accounts.

Bradley Walton is a CFP® and PFS™ with 37 years of experience in financial services. He has been affiliated with Signature Financial Services, Ltd. since 1988 and has held roles at related entities including Signature Advisors Group Ltd and Signature Brokerage Services, Ltd. Outside of his advisory work, he serves as an outside board member and treasurer for the Franklin News Foundation, a nonprofit national newswire service focused on taxpayer journalism. Signature Financial Services, Ltd. provides portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses model portfolios and third-party asset allocation strategies grounded in modern portfolio theory, applies cyclical and fundamental analysis, and offers services on both discretionary and non-discretionary bases.

Douglas Bennington is a CFA® charterholder with 20 years of industry experience. He has been with Financial Solutions Advisory Group in Chicago since 2009. Financial Solutions Advisory Group provides investment advisory and portfolio management services to individuals, corporations, pension and profit-sharing plans, and trusts. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis in its asset allocation strategies and manages approximately $900 million in discretionary assets across about 350 client relationships.

Scott Sandee is a CFP® certificant with 21 years of industry experience. He is currently with Vertex Partners and has previously worked at Oxford Financial Group, Capital Group Private Client Services, Capital Bank & Trust Company, and BNY Mellon. Vertex Partners serves individuals, trusts, estates, retirement plans, and charitable and corporate entities through financial planning, investment and wealth management, consulting, and retirement plan consulting. The firm employs a combination of active and passive investment strategies, emphasizing asset allocation, diversification, and behavioral finance.

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.

Dana Anderson is a CFP® professional with five years at DHJJ Financial Advisors and one year of prior experience at Ernst & Young. Based in Naperville, IL, Anderson has a diverse work background that includes roles in finance, logistics, and education. DHJJ Financial Advisors serves individual investors, including high-net-worth clients, and retirement-plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm combines asset allocation, fundamental analysis, and select use of structured notes and options, supported by approved AI tools, and maintains a formal affiliation with an accounting firm offering separate tax preparation and accounting services.

Anthony Falco II is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with Monere Investments, Inc. since 2015. Outside of his advisory role, he serves as a church secretary and is president of the Parent Advisory Board for Schaumburg Christian School, both on a volunteer basis. Monere Wealth Management is a team-based firm managing approximately $312 million in client assets, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm offers financial planning, portfolio management, pension consulting, and uses a mix of discretionary and non-discretionary approaches, employing third-party managers and quantitative tools as part of its portfolio construction.

William Harris is a financial advisor at Goldstone Financial Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Goldstone, he held positions at Phaidon International, Auto-Owner's Insurance, and Lou & Harry's Bar and Grill. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion for about 1,675 individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, using a range of investment strategies including mutual funds, ETFs, fixed income, and select alternatives.

Kyle Tucker is a CFP® certificant with three years of experience in financial advising. He is currently with Signature Financial Services, Ltd and has held roles at First Heartland Capital, Inc. and Signature Advisors Group. He has prior work experience at Purdue University and in various positions outside the financial industry. Signature Financial Services, Ltd. provides portfolio management and financial planning services to individuals, pension plans, trusts, estates, and business entities. The firm employs a modern portfolio theory approach using model portfolios and third-party asset allocation strategies, offering both discretionary and non-discretionary services.

Steven Norvid is a CFA® charterholder with 18 years of industry experience. He is currently with Rothschild Wealth LLC and previously worked for over a decade at Siligmueller & Norvid Wealth Advisors LLC. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm employs an asset-allocation investment process using quantitative analysis and offers portfolio management and comprehensive financial planning services.