Jeremy Reiland is a financial advisor at Vantage Point Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prosperity Capital Advisors and The Chamberlin Group. Outside of his advisory role, he is a licensed insurance agent with Reiland Financial Group, offering life and health insurance products and Medicare planning. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners by providing investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost funds and ETFs, with flexibility to include alternative investments and tax-sensitive strategies.

Michael Walschot is a financial advisor with Total Clarity Wealth Management, Inc. in Naperville, IL, holding a Series 66 designation and having 14 years of industry experience. His career includes roles at LPL Financial and CETERA Advisor Networks, and he served as an adjunct accounting instructor from 2004 to 2018. Outside of advising, he is involved in tax preparation and accounting through American Capital Tax Preparation and Accounting. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and specialized services using a range of investment strategies and products tailored to client needs.

Robert Wootton is a CFP® professional with 15 years of experience in financial advising, currently with Capstone Financial Advisors Inc. He has worked at USAA Financial Planning Services and USAA Financial Advisors, Inc. since 2011. Capstone Financial Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, pension consulting, and tax preparation, with an investment approach that emphasizes asset-class allocation, cost control, and tax positioning.

Douglas Stepansky is a CFP® with 26 years of experience in the financial industry. He is currently affiliated with Strategic Investment Solutions, Inc., where he has worked for 16 years, and has held prior roles at Purshe Kaplan Sterling Investments, LPL Financial, Waterstone Financial Group, and Heritage Capital Management. He serves as a board member of the Orland Park Police Pension Board, providing oversight of the pension fund’s investments and administration. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, and trustees with discretionary portfolio management and proprietary model portfolios. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis, incorporating institutional research and funds from Dimensional Fund Advisors.

Michael Ilg is a financial advisor at Chicago Investment Advisory Group with five years of industry experience. He holds a Series 66 designation and has previously worked at UNest Securities and several other firms. Chicago Investment Advisory Group provides discretionary portfolio management and financial consulting to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes an asset-allocation framework combining fundamental, technical, charting, and cyclical analysis and employs both long-term and shorter-term trading strategies tailored to client objectives.

John Hillman is a CFP® and ChFC® with 41 years of experience in the financial industry. He has worked at Purshe Kaplan Sterling Investments and Fiduciary Financial Partners, LLC since 2012. Outside of his advisory role, he serves as a trustee managing investments for a family trust. Fiduciary Financial Partners serves individuals, including high-net-worth households, and employer-sponsored retirement plans by providing comprehensive wealth management, financial planning, and retirement plan advisory services. The firm employs a team-based approach, managing approximately $293 million in assets across five offices.

John McGrath is a financial advisor with Rothschild Wealth LLC, holding a Series 65 designation and bringing 10 years of industry experience. He has been involved with Sentinus, LLC since 2014. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients, providing portfolio management, financial planning, and retirement and investment consulting through a combination of discretionary and non-discretionary asset management.

Ryan Kaczmarek is a CFP® and Series 65-licensed advisor with five years of industry experience. He is currently with Harvest Investment Services, LLC and Envoy Advisory Inc., having previously worked at Paulson Wealth Management Inc. from 2020 to 2024. He also serves as a co-trustee for a family trust managing his mother’s investment accounts. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charities, corporations, and other advisers. The firm employs an actively managed tactical strategy using fundamental, technical, cyclical, and charting analysis across a diverse client base through a multi-advisor team structure.

Richard Johnson is a financial advisor with PCG Wealth Management in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Waddell & Reed, Inc., various insurance carriers, and LPL Financial. Outside of his advisory work, he is involved with RKJ & Associates, a tax preparation and accounting firm. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term, customized investment approach using diversified mutual funds and ETFs, with flexibility to include other investment vehicles, and maintains a strong focus on retirement-plan fiduciary services.

Ethan Schmidt is a CFP® with nine years of industry experience, currently advising clients at Rothschild Wealth LLC. His prior roles include positions at AlphaCore Capital LLC, Catalyst Wealth Management, and Bank of America, N.A. He holds a Series 66 license. Rothschild Wealth LLC serves individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm offers comprehensive financial planning and portfolio management services, utilizing asset-allocation models and quantitative tools to tailor investment strategies to client objectives and risk profiles.

Jeremy Lam is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Goldstone Financial Group, LLC and has prior experience at firms including Corient Services LLC, Ayco/Goldman Sachs & Co. LLC, and United Capital Financial Advisers, LLC. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and model portfolios, implementing strategies that include mutual funds, ETFs, fixed income, and select alternatives.

Andrew Atseff is a financial advisor at Rothschild Wealth LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rothschild Wealth LLC since 2012, with prior roles at World Equity Group and Halo Securities. He is also a managing director at Rothschild Wealth and a licensed life and health insurance agent. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients, offering portfolio management, financial planning, and retirement and investment consulting. The firm employs asset-allocation models tailored to tax, estate, cash-flow, and risk considerations, using a range of investment vehicles and ongoing monitoring to manage client portfolios.

Vincent Cione is a financial advisor at T2 Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments and Wayne Hummer Investments. In addition to his advisory role, he is a licensed agent for fixed and traditional insurance products. 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 and downside risk across several investment profiles.

Edward Smith is a financial advisor with Vertex Partners and holds Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at TPOD and LPL Financial. Outside of his advisory work, Edward serves as the head rugby coach for the Chicago Blaze Rugby Club. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities through financial planning, investment and wealth management, and consulting. The firm’s investment process focuses on asset allocation, diversification, behavioral finance, and employs both active and passive strategies across multiple platforms.

Peter Lisnic is a financial advisor at Hunter Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at Hunter Capital Management since 2021, following a seven-year period operating under his own name. 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 registered mutual fund, and private pooled vehicles, employing value-oriented equity strategies and a unique commodity subadviser arrangement within one private fund.

Angela Williams is a Certified Financial Planner® with 16 years of industry experience. She has been with Wealthquest Corporation in Oak Brook, IL since 2013 and holds the Series 63 and Series 66 licenses. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that integrate portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team approach and offers both discretionary and non-discretionary services.

Brian Phillips is a CFP® and holds a Series 65 license, currently serving as an advisor at Kuhn Capital Partners with two years of industry experience. Prior to joining Kuhn Capital Partners in 2025, he worked at RMB Capital and Busey Wealth Management. He is a minority owner of Bison Natural Resources, LLC, which is involved with private funds managed by Kuhn Capital Partners. Kuhn Capital Partners provides discretionary asset management, financial planning, and retirement advice to individual and high-net-worth clients, as well as pooled investment vehicles. The firm constructs portfolios based on client objectives and risk tolerance, offers access to alternative investments for qualified clients, and manages multiple private funds as adviser, sponsor, and general partner.

Sean Prendergast is a financial advisor at MPS-LORIA Financial Planners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Charles Schwab, and Hightower. Outside of his advisory role, he serves as a high school football official for the Chicago Catholic League. MPS LORIA Financial Planners, LLC serves individual clients, including high-net-worth individuals, as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a predominantly discretionary, open-architecture investment approach focused on diversified allocations using no-load mutual funds and ETFs, supported by quantitative screening and research from Fiducient Advisors.

Corey Schmidt is a CFP® professional with 28 years of experience in the financial industry, currently serving at IntentGen Financial Partners in Naperville, IL. His career includes long tenures at Thrivent Financial and Purshe Kaplan Sterling Investments. Schmidt holds board positions at All Saints Catholic Academy and Luther College and serves on the board of directors and as Vice Chair of Grounds at Cress Creek Country Club. IntentGen Financial Partners is a multi-advisor team firm managing approximately $756 million, providing asset management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and profit sharing plans, and corporate clients. The firm employs a diverse investment approach that integrates modern portfolio theory, fundamental and technical analysis, quantitative models, and manager research.

Andrew Owen is a financial advisor at Goldstone Financial Group, LLC with six years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to Goldstone, he worked with MML Investor Services, MassMutual, and Northwestern Mutual. Outside of his advisory work, Owen is a baseball instructor at Bash Sports Academy. Goldstone Financial Group is a multi-team, SEC-registered investment adviser managing over $1 billion across individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, employing a range of strategies that utilize mutual funds, ETFs, fixed income, and alternative vehicles.