David Navarro is a CFP® and ChFC® with 39 years of industry experience. He has been with Chicago Oakbrook Financial Group since 2007 and previously worked at CommonWealth Financial Network. Navarro is president and owner of Chicago Oakbrook Financial Group and serves as a 401(k) and brokerage cash balance plan trustee for the firm. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, employing a wide range of investment strategies and securities tailored to client objectives.

James Petitpren II is a financial advisor with Greenstone Belt Wealth Advisors, LLC in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at ORBA Wealth Advisors, LPL Financial, IHT Wealth Management, and Morgan Stanley. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, providing financial, estate, tax, and retirement planning alongside discretionary portfolio management. The firm emphasizes diversification, fee minimization, and after-tax efficiency while utilizing mutual funds, ETFs, individual securities, and third-party managers.

Matthew Mc Wherter is a financial advisor with Pendulum Wealth Partners, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. He serves as president of The Robert Michael Wood Foundation, a nonprofit supporting families of children affected by pediatric stroke and NICU. Pendulum Wealth Partners provides discretionary investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, diversified investment approach and operates alongside an affiliated tax and accounting firm, offering integrated services under common control.

Luke Lamar is a CFP® and CFA® affiliated with Timothy Financial Counsel, Inc. in Wheaton, IL, with six years of industry experience. He previously worked at First Trust for four years before joining Timothy Financial Counsel in 2020. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that offers project-based advice and individual consultations on topics such as retirement planning, tax strategies, and estate planning. The firm serves individuals, families, businesses, and other entities, emphasizing asset allocation and diversified exposure through no-load mutual funds and ETFs while focusing on advisory and implementation coaching rather than ongoing portfolio management.

Vincent Harambasic III is a CFP® with 21 years of industry experience, currently serving at Pinnacle Financial Group LLC. His prior roles include positions at Wells Fargo Clearing, JP Morgan Securities, Strategic Advisors, Inc., and Fidelity Investments. He is the managing member of ThreePillar Assets, LLC, which owns 50% of Pinnacle Financial Group. Pinnacle Financial Group LLC is a fee-only registered investment adviser managing approximately $673 million for about 390 clients, including individuals, pension plans, and charitable organizations. The firm employs a combination of fundamental, factor, optimization, and quantitative methods alongside modern portfolio theory to tailor portfolios, offering both financial planning and investment management services.

Jon Knotts is a financial advisor at Expressive Wealth LLC in Chicago, with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Zacks Investment Research and Benzinga.com. He is also the owner of Fiscal Investor, a financial literacy website. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans by offering discretionary asset management, ERISA 3(38) plan services, and modular financial planning. The firm employs fundamental, technical, and cyclical analysis to tailor investments to clients’ goals and risk tolerances and maintains active oversight of sub-advisors and portfolio risk.

Phillip Johnson is a financial advisor at Rothschild Wealth LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rothschild Wealth since 2018. Johnson also serves as President of Rothschild Wealth LLC and Managing Director of Rothschild Investment LLC. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm uses asset-allocation models tailored to client objectives and risk tolerance, employing quantitative methods and third-party software alongside discretionary and non-discretionary portfolio management.

Trevor Mcghie is a CFP® and Series 65 licensed advisor with one year of experience, currently with Serenity Investment Advisors. His prior experience includes roles at Verity Asset Management, IMP Financial Services, and Axa Advisors, as well as four years at Cal State Fullerton. Outside of advising, he serves as a sports official for US Water Polo, Inc. Serenity Investment Advisors is a five-advisor team managing approximately $376 million for nearly 400 clients, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach based on fundamental analysis and offers multiple proprietary investment models, providing both discretionary and non-discretionary portfolio management.

Donovan Sanchez is a CFP® with 10 years of industry experience, currently serving as an advisor at Model Wealth, Inc. He has previously worked at Skyview Financial Planning, Savant Capital Management, and Northwestern Mutual. Sanchez is also a full-time financial planning instructor at the University of Illinois Urbana-Champaign. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm emphasizes a broadly passive investment approach with cost-effective, tax-aware implementation and integrates both robo-managed strategies and direct indexing within a flat annual fee structure.

Alison Brandt is a financial advisor at Pendulum Wealth Partners with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, LLC. Pendulum Wealth Partners is a team of nine advisors providing discretionary investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, primarily long-term investment approach with diversified portfolios and operates under common control with an affiliated tax and accounting firm.

Rita Bunch is a financial advisor at 4 Wealth Advisors, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and 4 Wealth Advisors since 2012. Additionally, she is involved with 4Wealth Insurance Group, where she evaluates life insurance needs. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management and comprehensive financial planning using a range of analytical methods, with a distinctive affiliation to an accounting firm and related insurance entity.

Adam Cross is a financial advisor with AMC Wealth Management, LLC in Chicago, IL, holding his Series 66 designation and 12 years of industry experience. His prior roles include positions at Northern Trust Bank and Carson Capital. He has been with AMC Wealth Management since 2020. AMC Wealth Management is a state-registered investment advisory firm that serves individuals, trusts, business entities, estates, and charitable organizations. The firm employs a strategic asset-allocation approach using exchange-traded funds and mutual funds, offering discretionary investment management alongside financial planning services within a six-advisor team.

Nicholas Martin is a financial advisor at Hemsley Advisors, Ltd. in Chicago, holding a Series 65 designation with six years of industry experience. He has been with Hemsley Advisors since 2018 and is also the sole owner of 21st Century Tax Services, Inc., a tax preparation and bookkeeping business. Hemsley Advisors, Ltd. serves individuals, charitable organizations, and corporations with portfolio management, financial planning, and consulting services. The firm emphasizes individualized investment policies, fundamental analysis, asset allocation, and a buy-and-hold strategy, managing the majority of client assets on a non-discretionary basis.

Cooper Perry is a financial advisor at Embree Financial Group with nine years of industry experience. He has held positions at McAdam LLC and Purshe Kaplan Sterling Investments prior to joining Embree Financial Group. Perry holds Series 63 and Series 65 licenses. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals, families, trusts, and institutional clients. The firm serves both high-net-worth and non-HNW individuals, managing portfolios with a combination of fundamental, technical, and cyclical analysis implemented primarily through no-load mutual funds, ETFs, and individual securities.

Michael Thrasher is a CFP® professional at Timothy Financial Counsel, Inc. in Wheaton, IL, with nine years of industry experience. He has been with Timothy Financial Counsel since 2015. 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 range of financial topics and emphasizes a time-based billing model with no custody of client funds or discretionary authority, focusing on advisory and implementation coaching rather than ongoing portfolio management.

Luke Novak is a financial advisor at Rothschild Investment LLC with 20 years of industry experience. He has been with Rothschild Investment Corp. since 2004 and holds a Series 66 designation. Rothschild Investment serves individuals, families, trustees, corporations, pension and profit-sharing plans, retirement plan sponsors, foundations, and other institutional clients. The firm provides portfolio management, financial planning, retirement plan consulting, and third-party sub-adviser selection, using asset-allocation models tailored to clients’ objectives and employing a variety of investment vehicles and analytical methods.

Chad Whiteley is a CFA® charterholder with three years of industry experience. He is currently with Sierra Summit Advisors LLC, where he has worked since 2023. Prior to that, he was with Innovis Asset Management LLC for two years and Premier Asset Management LLC for nine years. Sierra Summit Advisors primarily serves high-net-worth individuals and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental, quantitative, and technical analysis across various equity and fixed-income strategies and manages over $600 million for approximately 115 clients.

John Gritis is a financial advisor with Bentley Financial Group in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Bentley Financial Group since 2014 and has prior experience at LPL Financial LLC and Domino, Gritis & Co. Gritis is also a one-third owner of a manufacturing company and provides tax preparation and corporate accounting services through his firm, Gritis & Associates, Ltd. Bentley Financial Group offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary client assets, employing fundamental analysis, hedging strategies when appropriate, and third-party independent managers, with ongoing portfolio monitoring and formal annual reviews.

Randall Bruns is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Model Wealth, Inc. He has held roles at HighPoint Advisor Group and LPL Financial prior to joining Model Wealth. Model Wealth is a fee-only advisory firm that serves individuals, families, estates, trusts, high-net-worth clients, and small businesses. The firm uses a passive, cost- and tax-efficient investment approach, employing ETFs, mutual funds, individual equities, fixed income, and direct indexing strategies, supported by digital tools and collaboration with other professionals.

Allan Peil is a financial advisor at Vertis Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Trifound Advisory, LLC and Northwestern Mutual. In addition to his advisory role, he is also an insurance agent offering insurance products and services. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, with services tailored to client objectives.