Gregory Nickum is a CFA® charterholder with 22 years of industry experience. He has been with 4Wealth Advisors, Inc. since 2023 and previously worked at Retirement Income Management, Inc. for 12 years. 4Wealth Advisors, Inc. serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing portfolio management, financial planning, and pension consulting. The firm offers customized investment strategies and integrates affiliated accounting and insurance services within its advisory structure.

Steven Norvid is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He joined Rothschild Wealth LLC in 2025 after 13 years at Siligmueller & Norvid Wealth Advisors LLC. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients, offering portfolio management, financial planning, and retirement and investment consulting. The firm uses a combination of quantitative and qualitative analysis to build and monitor diversified portfolios tailored to tax, estate, cash-flow, and risk considerations.

Peter Babilla is a CFP® professional with over 40 years of experience in the financial services industry. He is currently with Vertex Partners and has previously worked at Morgan Stanley and LPL Financial. Babilla is also involved with Avant Holistic Wealth Management and has experience in non-variable insurance through affiliations with Ohio National Life and Capitas Financial Midwest. Vertex Partners provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on tailored portfolio management based on clients’ risk tolerance, time horizon, and liquidity needs, employing diversified strategies through various investment vehicles and third-party program platforms.

Timothy Mcfarland is a financial advisor at Activ8 Family Office LLC with a Series 65 credential and is based in Clarendon Hills, IL. He joined Activ8 Family Office in 2026 and has prior experience working with multiple Major League Baseball teams, including the Oakland Athletics, Baltimore Orioles, New York Mets, St. Louis Cardinals, Washington Nationals, and Arizona Diamondbacks. Activ8 Family Office primarily serves professional athletes and their related families and entities. The firm offers a comprehensive Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services, utilizing customized portfolio solutions with access to various third-party managers and private investments.

Cassandra Duehring is a financial advisor with Timothy Financial Counsel, Inc., holding a Series 65 designation and beginning her industry career in 2025. Prior to joining the firm, she held various roles including positions at Wells Vehicle Electronics and involvement with Wheaton College Arena Theater and Wheaton College. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes diversified exposure through no-load mutual funds and ETFs, focuses on asset allocation and periodic rebalancing, and operates without discretionary authority or custody of client funds.

Shea Brown is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in education and hospitality, including roles at Northern Illinois University and R House Martini Bar. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners, offering investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while also incorporating a range of other investment options and integrated planning advice.

Kevin Prendergast is a CFP®, CFA®, and holds a Series 66 license with 16 years of industry experience. He is currently with Leelyn Smith, LLC and LPL Financial, LLC, where he has worked since 2019. Prior to that, he was with Valmark Securities, Inc. and Executive Financial Group. In addition to his advisory role, he works as a ghostwriter for Wentworth Financial Communications. Leelyn Smith, LLC serves individual clients, pension and profit-sharing plans, corporations, business entities, and trusts by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs diversified investment strategies across equities, fixed income, mutual funds, and ETFs, utilizing both in-house and external managers, supported by multiple technology platforms and service providers.

Ryan Kavois is a CFP® professional with 19 years of industry experience. He is affiliated with 4Wealth Advisors, Inc. and Brickwork Financial Planning, Ltd., where he serves as Secretary, Treasurer, and Owner. His career includes roles at IPI Asset Management, Inc. and Investment Planners, Inc. 4Wealth Advisors, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm integrates investment management with accounting and insurance services through affiliated entities and employs a range of strategies including technical analysis and third-party sub-advisers.

Dawn Slawson is a financial advisor at Fiduciary Financial Partners, LLC in Naperville, IL, holding a Series 66 designation with 24 years of industry experience. She has been with Fiduciary Financial Partners since 2012. In addition to her advisory role, she holds life and health insurance licenses. Fiduciary Financial Partners offers comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm combines fundamental and quantitative investment methods and uses financial planning software to develop customized investment policy statements.

Nicholas Economos is a financial advisor at Fiduciary Financial Partners, LLC in Naperville, IL, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fiduciary Financial Partners since 2012. Outside of his advisory role, he serves as president of the DuPage Legal Assistance Foundation and treasurer of Female Strong, both nonprofit organizations. Fiduciary Financial Partners provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a combination of fundamental and quantitative investment methods and manages approximately $248 million in client assets through a five-advisor team.

Anthony Baxmann is a financial advisor at Monere Wealth Management, Inc. in Schaumburg, Illinois, holding a Series 66 designation with three years of industry experience. He has been associated with Monere Investments Inc. since 2000. Monere Wealth Management is a team-based advisory firm managing approximately $312 million in assets, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm provides financial planning, portfolio management, pension consulting, and manager selection through various advisory account types, primarily on a non-discretionary basis.

Ryan Lafler is a Wealth Advisor at USAdvisors Wealth Management, LLC with credentials including the Series 66 designation. He has been in the financial advisory industry since 2025. Prior to entering the advisory field, he worked for nearly a decade in retail at The Golf Warehouse/Baseball Savings and was involved with Champro Sports. Outside of his advisory role, he provides business consulting focused on operations, leadership training, and profitability optimization through Advocate Consulting LLC. USAdvisors Wealth Management, LLC is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering advisor-directed portfolio management, model-portfolio strategies, financial planning, and business succession and estate planning services. USAdvisors combines asset-allocation model portfolios with fundamental security selection and both long- and short-term strategies, sourcing solutions from multiple institutional providers.

Stephen Francis is a financial advisor at Wellment Financial with a Series 65 designation and three years of industry experience. His prior work includes roles at JM Wilson Corporation, Progressive, and Avalon Risk Management. He is also a licensed insurance agent affiliated with FSR Insurance Planning, Ltd. Wellment Financial serves individuals, high-net-worth clients, and institutional sponsors by providing investment management, financial planning, and retirement-plan advisory services. The firm utilizes vetted model portfolios and a sub-advisor platform focused on tax-aware retirement planning, managing approximately $237 million in discretionary assets.

Nicholas Reiland is a CFP® and ChFC® with 25 years of industry experience, currently serving as an advisor at Vantage Point Financial, LLC since 2019. Prior to this, he worked at Spc and Sigma Financial Corporation. He is co-author of the book *Elevate Your Retirement: The Path to Financial Clarity and Confidence* and is involved in managing operations and strategic planning for firms affiliated with Vantage Point. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners, offering investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs while incorporating alternative investments as appropriate.

Juan Lopez is a financial advisor at Invicta Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Encompass Investments and Appreciation Financial. Outside of his advisory role, he is a managing partner at Singularity Partners, LLC, and serves as a private investigator with ETS Intelligence, LLC. Invicta Advisors provides portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and corporations. The firm employs a mix of fundamental, quantitative, and qualitative analysis and offers a range of advisory arrangements, including discretionary and non-discretionary services.

Gabriella Kent is a financial advisor at Rothschild Wealth LLC with seven years of industry experience. She holds a Series 65 designation and has been with Rothschild Wealth since 2017. Prior to that, she was a student for ten years. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients by providing portfolio management, financial planning, and retirement and investment consulting. The firm employs asset-allocation models informed by tax, estate, cash-flow, and risk considerations, using a range of investment vehicles and ongoing portfolio monitoring.

Peter Vick is a financial advisor at Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Monere Investments Inc. since 2015. Monere Wealth Management is a team-based advisory firm managing approximately $312 million in client assets, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm provides financial planning, portfolio management, and pension consulting through advisory accounts on the Pershing platform, with a focus on predominantly non-discretionary management and offering various client-directed advisory options.

Gretchen Radach is a financial advisor at Sikich Financial in Naperville, IL, holding Series 65 and Series 66 licenses with three years of industry experience. She previously operated Gretchen Radach Consulting LLC for eight years before joining Sikich Capital Management. Outside of her advisory role, she serves as president of Gretchen Radach LLC, an entity used for passive investments. Sikich Financial is a multi-team SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning and portfolio management with retirement plan consulting, using an asset-allocation approach supported by both in-house and third-party managers.

Christina Castrejon is a CFP®-certified financial advisor with 20 years of industry experience. She is currently with SAGE Private Wealth Group, LLC and previously worked at Calamos Wealth Management LLC and Calamos Financial Services LLC for 18 years. SAGE Private Wealth Group serves individual investors, high-net-worth families, and employer retirement plans, offering wealth management, financial planning, fiduciary retirement-plan services, and family office solutions. The firm employs a multi-advisor team approach with discretionary portfolio management and integrates tax and accounting services through affiliated firms.

Andrew Napoli is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Goldstone Financial Group, LLC and previously worked at Fidelity Investments, Fidelity Brokerage Services LLC, and Northern Trust Company. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across roughly 1,675 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, implementing strategies that include mutual funds, ETFs, fixed income, and select alternative investments.