Brian Peterson is a CFP® professional with two years of industry experience at Capstone Financial Advisors Inc, where he has been working since 2009. He is based in Downers Grove, IL. Capstone Financial Advisors serves individuals including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm emphasizes asset-class allocation, cost control, and tax positioning, offering portfolio management, financial planning, pension consulting, and access to private fund investments under a multi-advisor team managing approximately $2.44 billion in assets.

Angeline Wozniak is a financial advisor at Chicago Oakbrook Financial Group with a Series 65 designation and one year of industry experience. Her prior roles include positions at Synergy One Landing, Inc., Guaranteed Rate, Nations Lending, and Midwest Lending. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm constructs tailored portfolios using a broad range of securities and strategies, supported by an institutional relationship with Raymond James and a licensed insurance agency platform.

Joseph Davidson is a Series 66-licensed financial advisor with five years of industry experience, currently with Goldstone Financial Group, LLC since 2021. His prior experience includes roles at Thrivent Financial and various educational institutions. He is also a licensed insurance agent authorized to sell life and fixed annuity products. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a combination of fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers ongoing portfolio management, written investment policy statements, and employs tactical ETF models alongside alternative strategies within wrap-fee and transaction-based account options.

Kristi Wano is a financial advisor with SAGE Private Wealth Group, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Calamos Wealth Management LLC and BMO Harris Financial Advisors, Inc. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management through a client-specific process involving tailored asset allocation and ongoing portfolio monitoring.

Sharon Adams is a financial advisor at B.B. Graham & Company, Inc. with 43 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Crown Capital Securities, Lp and L.M. Kohn & Company. Outside of her advisory role, she owns and operates Fox Valley Financial Planning Inc. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a range of services including asset management, financial planning, retirement plan consulting, and access to third-party portfolio programs.

David Hogaboom is a financial advisor at Total Clarity Wealth Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Capital Point Financial Group, and Guidant Wealth Advisors. Hogaboom is also involved with Insightful Wealth Planning LLC, a business entity established for tax and investment purposes. 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 services such as discretionary portfolio management, financial and retirement planning, and 401(k) plan advisory, utilizing a mix of model portfolios, third-party managed accounts, and in-house strategies including an actively traded program for qualified investors.

Gabriel Lewit is a financial advisor at SGL Financial, LLC with 15 years of industry experience. He holds a Series 65 designation and co-founded Wealth Financial Group, an insurance wholesaler and brokerage organization that supports and trains insurance agents. Lewit is also a licensed insurance agent. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard, emphasizes diversified asset allocation with long-term horizons, and commonly implements portfolios through third-party managers.

Hoan Taussig is a CFP® professional at Timothy Financial Counsel, Inc. with 14 years of industry experience. He has been with the firm since 2007. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on income management, retirement planning, tax strategies, and other areas, using a time-based billing model without custodial or discretionary authority, and generally recommends diversified no-load mutual funds and ETFs.

Valerie Hogan is a financial advisor at Clearwater Capital Partners with a Series 65 designation and one year of industry experience. She previously worked at National Christian Foundation and Orchard Ministry Development and spent a decade at Gibbs & Associates. Outside of advising, she manages several non-investment related LLCs involved in real estate oversight. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, offering family office and private wealth management, institutional advisory, and retirement plan services. The firm employs a disciplined investment approach based on written Investment Policy Statements and offers access to alternative investments and private placements.

Kaleb Gandy is a financial advisor at SGL Financial, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Hantz Financial Services, Midland Brewing Company, Northwestern Mutual, and in roles at Genji Japanese Steakhouse and Northwood University. SGL Financial, LLC is a fee-based adviser serving financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm focuses on diversified, long-term asset allocation and typically implements portfolios through third-party money managers and a contractually exclusive sub-advisory relationship with Savant Capital.

Jason Dhooghe is a CFP® with four years of industry experience, currently serving at Vermillion Financial Advisors, Inc. He previously worked at Wealth Enhancement Group and Wealth Enhancement Advisory Services from 2021 to 2025. Vermillion Financial Advisors provides financial planning, investment advisory, and employer-sponsored retirement plan services to individuals, trusts, business entities, and pension/profit-sharing plans. The firm offers both model and customized portfolios, non-discretionary trade approvals, and educational workshops for plan participants.

Timothy Hart is a CFP® professional with 32 years of industry experience, currently serving at Feldman, Ingardona & Co. since 1998. He holds Series 63 and Series 65 registrations and is based in Downers Grove, Illinois. Feldman, Ingardona & Co. provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutions, focusing on long-term strategic asset allocation and manager selection. The firm manages portfolios through mutual funds and ETFs, combining active and passive strategies, and serves clients with minimum account sizes typically starting at $5 million.

Kevin Carani is a financial advisor with Clearwater Capital Partners, holding a Series 65 credential and 11 years of industry experience. He has been with Clearwater Capital Partners since 2014. Outside of his advisory role, he serves as a facility manager for Westminster Presbyterian Church in Elgin, Illinois. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services that include private wealth management, institutional advisory, and retirement plan strategies. The firm manages portfolios based on written Investment Policy Statements and employs a variety of analytical approaches, with a focus on discretionary management and access to alternative investments.

Christopher Dieckow is a CFA® charterholder with 17 years of experience in the financial services industry. He is currently a financial advisor at Leelyn Smith, LLC, where he has worked since 2021. Prior to this, he held positions at Schwab Private Client Investment Advisory, Inc. and Charles Schwab and Co. Inc. Leelyn Smith, LLC provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs model-based and individualized allocations, utilizes multiple third-party technology platforms, and offers access to structured notes and held-away account management as part of its comprehensive advisory services.

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.

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.

Brett Dimas is a CFP® professional at Activ8 Family Office LLC with 18 years of industry experience. He previously worked at Raymond James & Associates and Octagon Financial Services, Inc. Dimas operates a separate accounting services business from his home. Activ8 Family Office serves primarily professional athletes and their related families and entities, providing a comprehensive client management program that includes financial planning, investment management, and tax services tailored to individual objectives.