Tyler Beachler is a CFA® charterholder with 14 years of industry experience. He is currently with Clearwater Capital Partners in Hoffman Estates, IL, where he has worked since 2012, including prior tenure at LPL Financial. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base that includes high-net-worth individuals as well as institutional clients such as sovereign wealth funds and government entities, utilizing a range of portfolio management strategies and offering specialized services like thematic investment approaches and participant education for retirement plans.

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 with Rothschild Wealth LLC in Oakbrook, IL, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked with Rothschild Wealth LLC since 2012 and has prior experience at Halo Securities, LLC, World Equity Group, and Osaic FA, Inc. He is also a licensed life and health insurance agent. 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 centers on asset-allocation models supported by quantitative analysis and offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Jennifer Clark is a financial advisor at Goldstone Financial Group, LLC, holding a Series 65 designation with over 18 years of experience as a CPA and three years with BSG Advisers prior to joining Goldstone. She has been with Goldstone Financial Group since 2026. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across a diverse client base. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, employing a range of strategies including mutual funds, ETFs, fixed income, and alternatives, with ongoing portfolio monitoring and formal annual reviews.

Gino Poli is a Certified Financial Planner® with seven years of industry experience. He is currently with Pendulum Wealth Partners, having previously worked at Ameriprise, Alliance Global Partners, and J.P. Morgan Securities among others. Outside of advisory work, Poli is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Pendulum Wealth Partners serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary portfolio management and financial planning. The firm employs a fundamental, long-term investment approach and offers a family office suite including tax projections and estate strategies, managing approximately $283 million for around 267 clients.

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.

Linette Mejia is a financial advisor at The Dala Group, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at the Illinois Department of Human Services and Legal Aid Chicago. The Dala Group, LLC provides portfolio management, comprehensive financial planning, and limited consulting to individuals and businesses, including high-net-worth clients. The firm employs multi-disciplinary analysis and asset-allocation strategies to manage client portfolios composed of stocks, bonds, ETFs, and mutual funds, offering both discretionary and non-discretionary mandates.

Jonathan Rick is a Series 66-licensed financial advisor with 25 years of industry experience. He has been with B.B. Graham & Company, Inc. since 2007. Rick is also president and sole owner of Grace Wealth Management, LLC, an investment and financial business affiliated with his firm. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm utilizes fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often working with third-party managers.

John Mchenney is a CFA® charterholder with eight years of experience in the financial services industry. He is currently with Timothy Financial Counsel, Inc., where he has worked since 2023. His prior experience includes roles at First Trust Advisors L.P., Fidelity Investments, LLC, and The Vanguard Group, Inc. Timothy Financial Counsel, Inc. is a fee-only financial planning firm that provides hourly, project-based advice to individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes diversified investment exposure using mutual funds and ETFs, asset allocation, and periodic rebalancing, focusing on advisory and implementation coaching rather than ongoing portfolio management.

Andrew Owen is a financial advisor with Goldstone Financial Group, LLC, holding Series 63, 65, and 66 licenses and six years of industry experience. Prior to joining Goldstone in 2024, he worked at MML Investor Services and MassMutual Life Insurance Company from 2021 to 2024, and Northwestern Mutual from 2019 to 2021. Outside of his advisory role, he teaches baseball at Bash Sports Academy. Goldstone Financial Group is an SEC-registered multi-team 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 third-party model portfolios, employing strategies that include mutual funds, ETFs, fixed income, and select alternatives.

John Suchy is a financial advisor with Chicago Oakbrook Financial Group holding a Series 65 credential. He has experience across multiple roles since 2016, including positions at Northwestern Mutual Investment Services and the American Automobile Association. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm utilizes a broad range of securities and investment strategies tailored to client objectives and manages over $1.2 billion in assets through a team-based approach.

Galo Baca is a financial advisor at Goldstone Financial Group, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Envoy Advisory Inc., Christian Retirement Ministries, and Harvest Investment Services, LLC. His background also includes roles in education and community organizations. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, employing a documented investment process that combines fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers a range of strategies including tactical ETF models and alternative approaches such as options-based and hedged credit-spread strategies.

Jessica Debold is a CFP® with 18 years of industry experience. She is currently with Goldstone Financial Group, LLC and has previously worked at Financial Engines Advisors L.L.C. and Buckingham Financial Group, Inc. Outside of her advisory role, she is involved in residential construction through DeBold Builders LLC, where she assists with bookkeeping, accounting, and income tax preparation. Goldstone Financial Group is a multi-team, SEC-registered investment adviser managing over $1 billion across more than 1,600 client relationships. 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 alternative vehicles.

Katherine Byrne is a CFP® professional with 10 years of industry experience. She has been with DHJJ Financial Advisors, a firm based in Geneva, IL, since 2014. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million and serves individual and high-net-worth clients. The firm provides portfolio management, financial planning, and retirement plan services, and offers access to tax preparation and accounting through an affiliated CPA firm.

Brendan Krahl is a financial advisor with Total Clarity Wealth Management, Inc. He holds Series 63 and Series 65 designations and has 11 years of experience in the industry. His prior experience includes roles at LPL Financial and Capital Point Financial Group. Outside of advisory services, he is involved as an investor in a tax preparation and accounting business. 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 offers discretionary portfolio management using various investment vehicles and strategies, including managed account programs and a more active strategy for sophisticated investors, and maintains multiple office locations with affiliated professionals in legal, real estate, and accounting fields.

Timothy Newell is a CFP® with 40 years of experience in financial advisory services. He is currently with Harvest Investment Services, LLC and Envoy Advisory Inc., having previously worked at ProEquities, Inc. He owns Harvest Financial Planning, LLC, where he provides comprehensive financial and estate planning, including trust preparation and tax services. Harvest Investment Services, LLC offers portfolio management, financial planning, and consulting to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs a multi-advisor team approach and uses a variety of investment strategies tailored to client objectives and risk tolerance.

Aaron Deeke is a CFP® with four years of industry experience, currently working at Timothy Financial Counsel, Inc. since 2021. Prior to joining Timothy Financial Counsel, he held roles at CME Group, Allstate Insurance, and State Farm Insurance. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm offers project-based advice on a wide range of financial topics and emphasizes diversified investment exposure through no-load mutual funds and ETFs while focusing on advisory and implementation coaching rather than ongoing portfolio management.

Gregory Johnson is a financial advisor at Paradigm Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Halo Securities, LLC and Sentinus, LLC. Outside of his advisory role, he is involved as a lacrosse coach and referee at Hinsdale Central. Paradigm Wealth Management, LLC serves individuals, including high net worth clients, and charitable organizations, offering portfolio management, financial planning, and third-party money manager referrals. The firm emphasizes tailored advisory strategies and manages held-away participant accounts through a third-party platform, providing regular account reviews and educational seminars.

Mclain Tallungan is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Journey Financial Group and OSAIC since 1997. Outside of advising, he provides notary public services to clients at no charge. Journey Financial Group serves individual investors, including high-net-worth clients, as well as retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing both fundamental and technical analysis in its investment approach.

Daniel Leitner is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Commerce Partners, LLC, Miller Commons, LLC, Rose Plaza Partners, Haill 911, and Uline. Outside of advisory work, Leitner is involved with AgTechLogic, a precision spray agriculture technology company, where he serves as a creditor and warrant holder. Hendricks Wealth and Estate Management serves individuals, trusts, retirement plans, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-asset allocation approach with discretionary asset management, combining fundamental, technical, and cyclical analysis along with mutual fund and ETF due diligence.