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.

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.

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.

Alan Chambers is a financial advisor at Nadler Financial Group, Inc. with five years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young, LP and Guggenheim Partners, Inc. alongside his current roles at Nadler Financial Group and Ausdal Financial Partners. Nadler Financial Group manages over $2 billion for more than 1,000 clients, including individuals, charitable organizations, and business entities. The firm employs tactical asset allocation with diversified mutual funds, ETFs, and alternative strategies, offering discretionary investment management and selective financial planning services through a 15-advisor team.

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.

Jeffery Mowery is a CFP® professional with 27 years of experience, currently serving as a managing member at Mowery & Schoenfeld Wealth Management, LLC. He has been with Mowery & Schoenfeld since 1996 and also manages an affiliated CPA firm. Mowery & Schoenfeld Wealth Management provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm offers tailored investment advice utilizing model portfolios, institutional mutual funds, ETFs, fixed income, and other vehicles, with services that include third-party money manager recommendations and retirement participant solutions.

John Dorn is a financial advisor with Leelyn Smith, LLC in Geneva, IL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at LPL Financial and National Planning Corporation before joining Leelyn Smith in 2012. Dorn is also involved with The Retirement Network, an independent investment advisory firm through which he provides additional advisory services. Leelyn Smith, LLC offers 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 across a range of investments and utilizes various third-party technology platforms, with a notable affiliation to an accounting practice that may present conflicts when recommending tax or accounting services.

Hunter Sims is a financial advisor at Clearwater Capital Partners with a Series 65 designation and five years of industry experience. He has held roles at the University of Cambridge Cambridge Centre for Alternative Finance since 2019, serving as Associate Director of Business & Operations, and previously worked at Urwego Bank and PNC Bank. Outside of advising, he is involved with several entities focused on financial innovation and regulatory technology based in Cambridge. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves individual, high-net-worth, and institutional clients, employing a range of investment approaches including discretionary management, thematic strategies, and options, while offering integrated solutions through affiliated entities.

Krassimira Marinkova is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at RMB Capital LLC and VennWell LLC. Mowery & Schoenfeld Wealth Management advises individuals, including high-net-worth clients, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes portfolios using quantitative tools and a mix of mutual funds, ETFs, and individual securities, serving approximately 161 client relationships with $389 million in assets under management.

Jim Calaway is a financial advisor at Roberts, Glore & Co. with 31 years of industry experience. He has been with Roberts, Glore & Co. since 1993 and also worked at La Salle St. Securities, Inc. from 1993 to 2017. Calaway holds Series 63 and Series 65 licenses and serves as a trustee for trust accounts. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm creates customized portfolios based on clients’ long-term goals and risk tolerance, focusing on fundamental analysis of equities and fixed-income holdings, with modest use of alternative assets.

Charles Carey is a financial advisor at Wellment Financial with a Series 65 designation and four years of industry experience. He has worked at FSR Insurance Planning, Ltd. and FSR Wealth Management Ltd. since 2020. Carey is also a licensed insurance agent assisting with life insurance and fixed annuity products. 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 focused on tax-aware retirement planning, managing approximately $237 million in discretionary assets.

Ryan Kahlenberg is a financial advisor with Leelyn Smith, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at LPL Financial since 2022 and was previously with Kahlenberg Wealth Partners/Berthel Fisher & Co. and Dunham & Associates Investment Counsel, Inc. Since 2022, he provides investment advisory services through Leelyn Smith, LLC. Leelyn Smith, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and trusts. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing multiple technology platforms and investment strategies that include equities, fixed income, mutual funds, ETFs, and private investment funds for qualified clients.

Anthony Madonia is a Series 65-licensed financial advisor with Financial Transparency in Des Plaines, IL, bringing nine years of industry experience. He is also the president and owner of Anthony J. Madonia & Associates Ltd., a law firm established in 1995 with seven attorneys. Additionally, he co-owns two advisory businesses focused on assisting clients with small business matters and provides trustee services for selected law firm clients. Financial Transparency offers investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a network of independent advisory representatives. The firm employs an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, utilizing both passive and active strategies tailored across several programs with ongoing portfolio monitoring and rebalancing.

Randolph Yu is a financial advisor at Clearwater Capital Partners with a Series 65 designation and one year of industry experience. Prior to joining Clearwater Capital Partners, he worked for nine years at MISUMI USA. Clearwater Capital Partners serves individual, high-net-worth, and institutional clients, offering family office services, wealth management, and retirement plan advising. The firm employs a variety of investment strategies and manages most accounts on a discretionary basis, providing a range of solutions including alternative investments and participant education.

Sean Papreck is a financial advisor at Wellment Financial with 10 years of industry experience and holds a Series 65 designation. He has worked at FSR Wealth Management, Ltd. and FSR Insurance Planning, Ltd., where he is also a licensed insurance agent assisting clients with life insurance and fixed annuity products. Additionally, he provides occasional accounting and tax advice through his role at FSR Certified Public Accountants, Ltd. Wellment Financial offers investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions. The firm focuses on retirement planning with an emphasis on tax strategies and employs diversified model portfolios utilizing various approaches including value investing, tactical and strategic asset allocation, and direct indexing.

Marvin Reinglass is a financial advisor with Signature Financial Services, Ltd in Arlington Heights, IL, holding the CFP®, PFS™, and Series 66 designations, with 26 years of industry experience. He has worked at First Heartland Capital, Inc. since 2001 and Wipfli, LLP from 2016 to 2020. Outside of investment advisory, he is involved in business consulting and management through R and P Financial Services. Signature Financial Services, Ltd provides portfolio management and financial planning to individuals, pension plans, trusts, estates, and business entities, using a modern portfolio theory approach with model portfolios of mutual funds, ETFs, and third-party asset allocation strategies. The firm serves clients on both discretionary and non-discretionary bases and acts as an ERISA 3(21) co-fiduciary for employee benefit plans.

Michael Hickey is a financial advisor at Regal Advisory Services, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Regal Securities since 2023, following positions at Level Four Advisory Services and Level Four Financial, LLC. Regal Advisory Services, Inc. provides financial planning, portfolio management, and retirement plan advisory services to individuals, including high-net-worth clients, as well as trusts, foundations, and business entities. The firm uses a combination of fundamental and quantitative research, offering a range of managed account programs through proprietary platforms and third-party managers, with options for discretionary and non-discretionary management.

Charles Ieuter is a financial advisor at Sequoia Wealth Management, LLC with over 41 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes work at LPL Financial since 2014 and founding Secure Futures, Ltd. in 1983, where he currently serves as president. Sequoia Wealth Management serves individuals, trusts, estates, corporations, and employer retirement plans, providing asset management, financial planning, and retirement-plan consulting. The firm uses a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios, offering both discretionary management and third-party strategist models.