William West is a CFP® professional with 10 years of experience in financial advising. He is currently with RAI Wealth, where he has worked since 2014, and previously worked at Securities America Advisors and National Planning Corporation. West serves on the Wheaton Academy Alumni Board, a nonprofit private high school, participating in community advocacy and alumni events. RAI Wealth provides investment advice and financial planning to individuals, families, high-net-worth clients, trusts, estates, corporations, small businesses, and retirement plans. The firm uses a combination of third-party model portfolios and in-house management, applying quantitative and fundamental analysis to tailor portfolios to client objectives and risk tolerances.

Casey Moss is a financial advisor at Total Clarity Wealth Management, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Capital Pointe and HighPoint Advisor Group. In addition to his advisory role, he owns and operates Casey Moss Tax & Accounting, LLC, providing tax preparation and accounting services. Total Clarity Wealth Management is a multi-advisor firm serving individuals, trusts, estates, charitable organizations, corporations, and 401(k) plan sponsors. The firm offers comprehensive financial planning and discretionary portfolio management through various programs, utilizing mutual funds, ETFs, equities, and third-party models with custody primarily through Schwab and LPL.

Joshua Bretl is a financial advisor with Wellment Financial in Elmhurst, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with FSR Insurance Planning, Ltd. since 2017 and FSR Wealth Management, LTD. since 2013, and has been involved with FSR Certified Public Accountants, Ltd. since 2005. He serves on the Board of Directors for Community Bank of Elmhurst. Wellment Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm uses vetted model portfolios and a sub-advisor platform focusing on tax-aware retirement planning, while also offering client-managed account options and modular or comprehensive financial plans.

Jeffry Livingston is a financial advisor at Regal Advisory Services, Inc. in Chicago, IL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Regal Securities since 2012. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors, managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, employing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Marie Beckman is a CFP® and holds a Series 65 license with 25 years of industry experience. She is a principal at A. Robert Taylor Financial Advisory Services, Ltd., where she has worked since 2000, and currently serves as an advisor at Financial Solutions Advisory Group. 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 consulting services. The firm uses a comprehensive investment process incorporating fundamental, technical, quantitative, and qualitative analysis and maintains a quarterly newsletter for clients and professionals.

Michael Lantz is a CFP® professional with 35 years of industry experience. He is a founding advisor at Lantz Financial LLC, where he has worked since 2017, and previously spent 25 years at Wells Fargo Advisors. His prior experience also includes a role at Private Client Services from 2018 to 2022. Lantz Financial LLC 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 grounded in modern portfolio theory, utilizing mutual funds and ETFs supported by fundamental and market analysis.

John Kosik is a CFP® with 14 years of industry experience, currently serving at Capstone Financial Advisors Inc since 2009. He holds the Series 63 designation and is based in Downers Grove, Illinois. Capstone Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm emphasizes asset-class allocation, cost control, and tax positioning in its investment process, managing approximately $2.44 billion in client assets through a multi-advisor team.

Robert Perkins is a financial advisor at Hunter Capital Management with 44 years of industry experience. He has held positions at Perkins Investment Management LLC, Janus Distributors LLC, and PWMCO, LLC prior to joining Hunter Capital Management in 2020. Perkins holds Series 63 and Series 66 designations. 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 privately offered pooled vehicles, with a value-oriented equity investment approach and a team of five advisors.

Kurt Newsom is a CFP® and holds a Series 66 license with 15 years of industry experience. He currently serves as an advisor at XXI Wealth, LLC, a role he has held since 2024. Prior to that, he worked at CIBC Private Wealth Advisors, Inc. and CIBC World Markets Corp. for seven years, Atlantic Trust Investment Advisors for one year, and Geneva Investment Management of Chicago for six years. XXI Wealth, LLC provides comprehensive financial planning and wealth management services to individual and high-net-worth clients. The firm offers customized portfolio construction using a mix of equities, fixed income, index funds, ETFs, direct indexing, alternative investments, and private placements, and employs active oversight of third-party money managers.

Edward Keating is a CFA® charterholder with four years of industry experience, currently serving as an advisor at SAGE Private Wealth Group, LLC. Prior to joining SAGE, he worked at Calamos Wealth Management LLC and BMO Harris Bank. He is actively involved in the Waubonsee Community College Foundation, serving as board president and participating in finance, investment, and scholarship committees. SAGE Private Wealth Group provides wealth management and discretionary portfolio management to individuals, retirement plans, trusts, estates, and businesses. The firm offers customized investment strategies and family office services, utilizing a variety of asset classes and ongoing portfolio monitoring.

Igor Yukhvidin is a financial advisor at Vertex Partners with a Series 65 designation and experience beginning in 2025. Prior to joining Vertex Partners, he worked at JP Morgan Chase Bank for seven years and Ernst & Young for four years. Vertex Partners provides advisory services to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes tailored portfolios based on risk tolerance, time horizon, and liquidity needs, utilizing a variety of investment vehicles and ongoing portfolio monitoring.

Bradley Schaffnit is a financial advisor at Apollon Financial, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Highpoint Advisor Group, LLC and LPL Financial, LLC. His outside business activities include involvement with Leaders Partners, Inc., a non-variable insurance firm. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments.

Charles Millington is a CFP® professional with 19 years of experience in the financial industry. He has been with Millington Financial Advisors, LLC since 2014 and holds a Series 66 license. Outside of his advisory role, Millington serves as an accountant and CFO for Millington Insurance and also works as an insurance agent. Millington Financial Advisors serves individuals, high-net-worth clients, families, estates, corporations, retirement plans, trusts, and foundations with discretionary investment management, financial planning, and retirement-plan consulting. The firm incorporates tax planning and estate-planning facilitation into its services and utilizes a variety of investment strategies, including cyclical, fundamental, and technical analysis, with ongoing account monitoring and periodic client reviews.

Dory Rodriguez is a financial advisor with Apollon Financial, LLC, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. Prior to joining Apollon Financial in 2024, he worked at LPL Financial and HighPoint Advisor Group LLC. He has additional business activities that include sales of non-variable insurance products. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and offers financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments using a combination of centrally managed models, advisor-led portfolios, and sub-advisers.

Robert Thompson is a CFP® with 36 years of industry experience, currently serving at Harvest Investment Services, LLC. His career includes roles at Midland States Bank, Fifth Third Bank, and Concourse Financial Group Securities Inc. He is president of Progressive Financial Planning Services Inc., an independent financial planning practice, and serves as board president-chair of the Oak Lawn Public Library Foundation as well as a consultant to Virtu Broadband LLC. 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 fundamental, technical, and cyclical analysis, and offers specialized services such as ERISA 3(38) investment management and held-away 401(k) account management.

Joseph Schmitt is a financial advisor at IntentGen Financial Partners with six years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments. Schmitt is also a licensed insurance producer, selling and servicing fixed insurance contracts. IntentGen Financial Partners manages approximately $756 million and serves individuals, trusts, pension and profit sharing plans, and corporate clients. The firm employs a multi-advisor team approach and uses a range of investment methodologies, including modern portfolio theory, fundamental and technical analysis, and quantitative models, to create tailored portfolios.

Brenton Newell is a Series 65-licensed financial advisor with Harvest Investment Services, LLC, where he has worked since 2015. He has three years of industry experience and has held positions at Wheaton College, Visionworks, Evangel University, College of DuPage, CYT Chicago, and Newell Christian Academy High School. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm employs a multi-advisor team approach and offers tailored investment strategies that incorporate fundamental, technical, and cyclical analysis, alongside specialized services such as ERISA 3(38) management and held-away 401(k) account oversight.

Matthew Moulton is a CFP® professional with seven years of experience in financial advising. He is affiliated with Signature Financial Services, Ltd and has worked at First Heartland Capital Inc and Signature Advisors Group. His background includes a role as an Associate Financial Planner at Signature Advisors Group. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation driven approach grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of investment vehicles including mutual funds and ETFs.

Kara Vance is a CFP® and Series 65 professional with 15 years of experience in financial advisory services. She has been with Timothy Financial Counsel, Inc. since 2016. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on various financial topics and emphasizes diversified exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing, without offering ongoing portfolio management or discretionary authority.

Zachary Larson is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently with IntentGen Financial Partners and has previously worked at Thrivent Financial, Thrivent Investment Management, and Purshe Kaplan Sterling Investments. Larson is the author of an upcoming book titled *Retire Intentionally* and serves on the boards of two mental health nonprofits, Samaracare Counseling and Grow Wellness Foundation. IntentGen Financial Partners provides asset management, financial planning, and retirement plan consulting to individuals, trusts, and corporate clients. The firm employs a multi-advisor team approach and uses a range of investment methods, including modern portfolio theory, fundamental and technical analysis, and third-party manager research, to tailor portfolios for its clients.