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.

Ronald Reitz Jr. is a CFP® professional with six years of industry experience, currently serving as an advisor at Horizon Wealth Management. Prior to joining Horizon, he held roles at LPL Financial, Capital Analysts, Lincoln Investment, and Equitable Advisors, among others. Horizon Wealth Management is an SEC-registered advisory firm that provides financial planning and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach, utilizing diversified portfolios and ongoing portfolio monitoring.

Anna Thornburg is a Series 65-licensed financial advisor at Model Wealth, Inc. in Wheaton, IL, with four years of industry experience. Prior to joining Model Wealth in 2021, she worked at Covenant Classical School and Church of the Resurrection. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm uses a broadly passive investment approach with cost-effective, tax-aware implementation, combining robo-managed strategies, direct indexing, and discretionary portfolio management.

Scott Graziano is an advisor at Chicago Investment Advisory Council, Inc. with a Series 65 credential and one year of industry experience. His work history includes roles at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. prior to joining his current firm. Chicago Investment Advisory Council serves both individual and high-net-worth retail investors, offering portfolio management, financial planning, and educational workshops through a five-advisor team. The firm utilizes proprietary model portfolios and typically manages accounts with discretionary trading authority.

Steven Bartz is a Series 65 licensed financial advisor with 28 years of industry experience. He has been with Graybill, Bartz & Associates, Ltd. since 1996. Graybill Wealth Management, Ltd. provides discretionary investment supervisory services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and trust accounts. The firm employs a fundamental, research-driven growth investing approach focused on companies with strong balance sheets and sustainable earnings, while balancing equity exposure with intermediate-term, high-grade fixed income and income vehicles.

J Gimbel V is a financial advisor at Fiduciary Financial Partners, LLC with one year of industry experience and holds the Series 66 designation. Prior to joining Fiduciary Financial Partners, he worked at Bank of America and has experience in various roles including positions at Denison University and in small business operations. Fiduciary Financial Partners serves individuals, including high-net-worth households, and employer-sponsored retirement plans by providing wealth management, financial planning, and retirement plan advisory services. The firm manages approximately $293 million in assets across five offices, employing a team approach and integrating portfolio management with comprehensive financial planning.

Kyle Depasquale is a financial advisor at Rothschild Wealth LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Goldman Sachs Wealth Services and Ausdal Financial Partners. He is also involved with Sentinus Insurance Services in Oakbrook, IL, where he dedicates time to insurance sales. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm’s investment process focuses on asset-allocation models based on client questionnaires and quantitative analysis, implemented through a variety of securities and external sub-advisers.

Shawn Cook is a financial advisor with USAdvisors Wealth Management, LLC, holding a Series 66 license and bringing 12 years of industry experience. He has worked at multiple firms including Securities America, Inc. and Questar Asset Management. Outside of advisory work, he has served as past president and board member of the Park Ridge Chamber of Commerce and owns businesses in insurance and consulting. USAdvisors Wealth Management, LLC offers discretionary portfolio management and financial planning to individuals, trusts, charitable organizations, and businesses. The firm utilizes a combination of fundamental analysis, asset allocation, and model portfolios developed with third-party providers, managing accounts on a discretionary basis with regular suitability reviews.

Benjamin Wozniak is a financial advisor at Chicago Oakbrook Financial Group with 43 years of industry experience. He has held positions at Commonwealth Financial Network, LPL Financial, and Mutual Service Corporation. Wozniak holds Series 63 and Series 65 licenses. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting using a broad range of investment strategies and securities.

Brent Fields is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Total Clarity Wealth Management, Inc. in St. Charles, IL. He has worked at Total Clarity since 2007 and was previously with Cetera Wealth Services and LPL Financial. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm employs customized asset allocations and discretionary portfolio management using a range of investment vehicles, offering both traditional and more active strategies, and operates nine offices with affiliated professionals in legal, real estate, and accounting fields.

Lydia Newby is a CFP® with eight years of industry experience currently serving at Timothy Financial Counsel, Inc. She has been with the firm since 2017 and previously worked at Marsh USA Inc. from 2012 to 2017. 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 through a structured planning menu and prefers diversified investments such as no-load mutual funds and ETFs, operating without discretionary authority over client assets.

Miaciah Manuel is a CFP® with 18 years of industry experience and has been with Fiduciary Financial Partners, LLC since 2012. Based in Naperville, IL, she holds Series 63 and Series 65 licenses. Fiduciary Financial Partners provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm combines fundamental and quantitative investment methods to construct portfolios and offers both discretionary management and written financial plans.

Christos Kyros is a financial advisor at MPS-LORIA Financial Planners, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MPS-LORIA since 2006. Outside of advisory services, he has worked as an independent licensed insurance agent specializing in life insurance. MPS-LORIA Financial Planners serves individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a predominantly discretionary investment approach focused on diversified allocations using no-load mutual funds and ETFs, supported by quantitative screening and research from Fiducient Advisors.

Benjamin Wilson is a financial advisor at Hunter Capital Management with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Hunter Capital Management in 2020, he worked at PWMCO, LLC for 11 years. Hunter Capital Management is an SEC-registered investment adviser that serves high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm manages assets across separate accounts, a mutual fund, and private pooled vehicles, employing a value-oriented equity strategy and utilizing a commodity subadviser within one private fund.

John La Spisa is a CFP® at Vermillion Financial Advisors, Inc. with two years of industry experience. His background includes multiple roles at the University of Illinois Urbana-Champaign and Vermillion Financial Advisors. Vermillion Financial Advisors serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations, providing financial planning and investment advisory services. The firm emphasizes structured communications and education through a range of planning disciplines, model and customized portfolios, and participant education tied to plan assets.

Wendell Franklin is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with American Trust Investment Services Inc since 2014. Outside of his advisory work, he is also a part-time DJ in Chicago. Chicago Capital Management Advisors offers discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm uses a fundamentals-driven investment process and provides tailored strategies including growth, income, and asset allocation approaches, incorporating derivatives and access to external model managers.

James Bellinger is a financial advisor at RCM Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RCM Wealth Advisors since 2014. In addition to his advisory role, Bellinger is president and majority owner of Better Business Planning, Inc., an employee benefit sales firm. RCM Wealth Advisors serves individual clients, pension and profit-sharing plans, and corporate entities, offering a variety of managed asset portfolios, ETF and mutual fund strategies, and single-manager approaches. The firm uses a fundamental and cyclical analysis process overseen by an internal Investment Policy Committee and provides both discretionary and non-discretionary account management alongside written financial plans.

Kathleen Panek Rickerson is a financial advisor with Total Clarity Wealth Management, Inc., holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2018 and runs BabySnApps, an entrepreneurial venture active since 2013. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors. The firm employs a customized investment approach, managing accounts primarily on a discretionary basis using a range of investment vehicles including mutual funds, ETFs, stocks, bonds, and alternative investments.

Terrence Cicero is a CFP® credentialed financial advisor with 18 years of industry experience. He has been with DHJJ Financial Advisors and DigioVine, Hnilo, Jordan & Johnson, Ltd. since 2007. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million across eight advisors, serving both individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm offers integrated tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a range of investment vehicles.

John Newhouse Jr. is a financial advisor at Rothschild Wealth LLC with Series 63 and Series 65 credentials and two years of industry experience. He has been involved with Gator Trading Partners since 2003 and holds managing member roles in several investment-related ventures, including Night Crawlers LLC and multiple crypto investing entities. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm’s investment approach uses asset-allocation models informed by client data and quantitative analysis, implementing strategies through a range of securities and third-party sub-advisers.