Martin Beck is a CFP® with 40 years of industry experience. He is currently with Apollon Financial, LLC and was previously associated with LPL Financial LLC for 19 years. Beck is based in Naperville, IL. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, family offices, 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, utilizing a combination of centrally managed models and advisor-led portfolios enhanced by technology and generative AI tools.

Ethan Hulgaard is a financial advisor with Timothy Financial Counsel, Inc. He holds a Series 65 designation and has prior work experience at RSM US LLP and Wheaton College. Hulgaard has been with Timothy Financial Counsel since 2025. 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 managing client assets, focusing on diversified investment strategies and offering educational seminars and structured planning services.

Jae Ha is a financial advisor at Chicago Oakbrook Financial Group with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Ha has been with Chicago Oakbrook Financial Group since 2007 and previously worked at Commonwealth Financial Network. He is also the owner and president of Jae Ha Wealth Management, Inc., a private entity for his securities business. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing a wide range of securities and strategies tailored to client objectives.

Richard Gartelmann is a CFP® with 28 years of experience in the financial services industry. He is affiliated with River Street Advisors, LLC and Old Second National Bank, where he has worked since 2011. Gartelmann holds Series 63 and Series 65 licenses and serves as Senior Vice President managing client relationships for trust accounts at Old Second Wealth Management. 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 incorporating written policy statements, quantitative and fundamental analysis, and may use derivatives and option strategies as part of its portfolio management.

Dana Arvanites is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at The Dala Group, LLC since 2026 and previously spent six years at Bank of America and Merrill. Before entering financial services, she worked at Aramark and was involved with Misericordia, Heart of Mercy for six years. The Dala Group, LLC is a team of nine advisors that provides portfolio management, comprehensive financial planning, and limited financial consulting to individuals, including high-net-worth clients, and business entities. The firm employs multi-disciplinary analysis and asset-allocation strategies to manage client portfolios composed of stocks, bonds, ETFs, mutual funds, and other securities, offering both discretionary and non-discretionary services.

Anthony Pellegrino is a financial advisor with Goldstone Financial Group, LLC, holding a Series 65 license and 12 years of industry experience. He has been with Goldstone Financial Group since 2015 and has been associated with the broader GoldStone Financial Group since 2004. Outside of advising, he is a licensed insurance agent and a minority co-owner of Nationwide Investment Solutions, LLC, which holds equity in another registered investment adviser. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across 1,675 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, employing diverse strategies that include mutual funds, ETFs, fixed income, and alternative investments.

David Marlett is a financial advisor with Signature Financial Services, Ltd, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Signature Financial Services and First Heartland Capital Inc since 2007 and has operated his own CPA practice since 1987. Outside of his advisory role, Marlett serves as president of an accounting and auditing firm and holds board positions in several wireless communications companies. 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 based on modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of investment vehicles while participating in third-party platform programs such as SEI-managed accounts and wrap-fee programs.

Joseph Contorno is a financial advisor at T2 Asset Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at T2 Asset Management since 2017. His prior experience includes roles at The Strategic Coach and Jurs Montgomery. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm manages approximately $165 million on a discretionary basis using proprietary, rules-based models that combine technical and fundamental analysis to guide asset allocation and risk management across multiple portfolio profiles.

William Gottfried is a financial advisor at Goldstone Financial Group, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, Prudential Insurance Company of America, and Wealth Enhancement Advisory Services. Goldstone Financial Group is an SEC-registered investment adviser managing over $1 billion across approximately 1,675 clients. The firm provides discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, employing strategies that include mutual funds, ETFs, fixed income, and select alternative investments.

John Sleeting is a financial advisor at Clearwater Capital Partners with 17 years of industry experience. He holds a Series 65 designation and has been with Clearwater Capital Partners since 2009 in various roles. Outside of his advisory work, he serves as a board member of Cox Family Holdings, LLC and manages 1435 Partners, LLC, a consulting company. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services including family office management, private wealth management, and retirement plan advisory. The firm employs a disciplined investment approach based on written Investment Policy Statements and utilizes fundamental, technical, quantitative, and thematic analysis to manage discretionary accounts.

Kari Mckinley is a CFP® professional with 12 years of experience at Capstone Financial Advisors Inc in Downers Grove, IL. She has been with Capstone since 2014. Capstone Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management alongside financial planning, pension consulting, tax preparation, and access to private fund investments, emphasizing asset-class allocation, cost control, and tax positioning.

William Fan is a CFP® professional at Paulson Wealth Management Inc. in Wheaton, IL, with one year of industry experience. Prior to joining Paulson Wealth Management in 2022, he worked at Calvin University and Wheaton Academy. Paulson Wealth Management provides advisory services to individuals, trusts, retirement plans, corporations, and other registered advisers. The firm employs a diversified, index-based investment approach with active option strategies and offers comprehensive portfolio management including integrated financial planning.

Tannen Reed is a financial advisor at Timothy Financial Counsel, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Timothy Financial Counsel, he held roles at All Capital Bank and Firstitle, LLC. His background also includes four years at Wheaton College and seven years at Metro Christian Academy. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides consultation and project-based advice across a range of financial topics and emphasizes diversified exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

Kamil Bonifaciuk is a financial advisor with Goldstone Financial Group, LLC in Oakbrook Terrace, IL, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Goldstone Financial Group in 2022, he worked at Equitable Advisors, LLC and has experience in various roles including at the University of Illinois at Urbana Champaign. He is also a licensed insurance agent offering life and fixed annuity sales. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a documented investment process that incorporates fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers portfolio management, written investment policy statements, and a range of investment strategies including tactical ETF models and alternative options-based approaches.

Jeanne Tackett is a financial advisor at Total Clarity Wealth Management, Inc. with 19 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial LLC and Cetera Advisors Networks LLC. Outside of her advisory role, she is involved in a non-investment business entity, Indigo Adviser Services, Inc. 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, 401(k) advisory, and donor-advised fund services, employing a variety of investment programs including model portfolios, third-party managed accounts, and an actively traded strategy for qualified investors.

Steven Quirini is a financial advisor at Monere Wealth Management, Inc. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Noyes Advisors LLC and David A. Noyes and Company. Monere Wealth Management is a team-based advisory firm serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm offers financial planning and portfolio management through discretionary and non-discretionary advisory accounts, employing third-party managers and quantitative tools in its portfolio construction.

Carl Christiansen is a financial advisor at IntentGen Financial Partners with one year of industry experience. He holds a Series 66 designation and has worked previously with Thrivent Advisor Network, LLC and Thrivent Investment Management Inc. Outside of his advisory roles, he has held positions at Cress Creek Country Club and Illinois Wesleyan University. IntentGen Financial Partners provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm employs a multi-advisor team approach and uses a range of investment methods to construct diversified portfolios tailored to client needs.

Alexis Swaney is a Series 65-licensed financial advisor with The Dala Group, LLC, where she has worked since 2026. Prior to joining the firm, she held roles related to human ecology and participated in various community and business activities. The Dala Group provides portfolio management, comprehensive financial planning, and limited consulting services to individuals, including high-net-worth clients, and business entities. The firm employs multi-disciplinary analysis and asset allocation strategies across a range of securities, serving both discretionary and non-discretionary mandates.

Matthew Rice is a CFA® charterholder and Series 63 licensee affiliated with Goldstone Financial Group, LLC. He has one year of industry experience and currently serves as Chief Investment Officer at Goldstone Financial Group, Vistamark Consulting LLC, and First Business Bank. Outside of his advisory roles, he is involved in developing investment strategies for institutional clients through his consulting business. 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 and model portfolios, employing a variety of investment strategies including mutual funds, ETFs, fixed income, and alternative vehicles with ongoing account monitoring.

Joshua Henderson is a CFP® with three years of industry experience currently serving at Timothy Financial Counsel, Inc. He joined the firm in 2022 after seven years at TransMarket Operations LLC. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm offering individual consultations and project-based advice on topics such as retirement planning, tax strategies, and estate planning. The firm serves individuals, families, businesses, and trusts, focusing on advisory and implementation coaching without managing client assets or exercising discretionary authority.