William Fan is a CFP® professional at Paulson Wealth Management Inc. in Wheaton, IL, with one year of industry experience. Prior to joining Paulson Wealth Management in 2022, he worked at Calvin University and Wheaton Academy. Paulson Wealth Management provides advisory services to individuals, trusts, retirement plans, corporations, and other registered advisers. The firm employs a diversified, index-based investment approach with active option strategies and offers comprehensive portfolio management including integrated financial planning.

Tannen Reed is a financial advisor at Timothy Financial Counsel, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Timothy Financial Counsel, he held roles at All Capital Bank and Firstitle, LLC. His background also includes four years at Wheaton College and seven years at Metro Christian Academy. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides consultation and project-based advice across a range of financial topics and emphasizes diversified exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

Kamil Bonifaciuk is a financial advisor with Goldstone Financial Group, LLC in Oakbrook Terrace, IL, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Goldstone Financial Group in 2022, he worked at Equitable Advisors, LLC and has experience in various roles including at the University of Illinois at Urbana Champaign. He is also a licensed insurance agent offering life and fixed annuity sales. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a documented investment process that incorporates fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers portfolio management, written investment policy statements, and a range of investment strategies including tactical ETF models and alternative options-based approaches.

Thomas Fitzgerald is a financial advisor with Managed Asset Portfolios, LLC, holding a Series 65 designation and 20 years of industry experience. He has been with Managed Asset Portfolios since 2009. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, government plans, trusts, estates, registered and private investment companies, and offshore funds. The firm’s investment approach is based on fundamental, value-oriented equity analysis and detailed fixed-income research, with portfolio construction across multi-cap and global strategies.

Jeanne Tackett is a financial advisor at Total Clarity Wealth Management, Inc. with 19 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial LLC and Cetera Advisors Networks LLC. Outside of her advisory role, she is involved in a non-investment business entity, Indigo Adviser Services, Inc. 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 discretionary portfolio management, financial and retirement planning, 401(k) advisory, and donor-advised fund services, employing a variety of investment programs including model portfolios, third-party managed accounts, and an actively traded strategy for qualified investors.

Michael Pauritsch is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with MPS-LORIA and its predecessor, Loria Financial Group, since 1999. He is also an independent licensed insurance agent specializing in life insurance. MPS-LORIA Financial Planners, LLC serves a diverse client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm provides investment advisory services, financial planning, and pension consulting, utilizing a predominantly discretionary, open-architecture investment approach focused on diversified allocations through no-load mutual funds and ETFs.

Carl Christiansen is a financial advisor at IntentGen Financial Partners with one year of industry experience. He holds a Series 66 designation and has worked previously with Thrivent Advisor Network, LLC and Thrivent Investment Management Inc. Outside of his advisory roles, he has held positions at Cress Creek Country Club and Illinois Wesleyan University. IntentGen Financial Partners provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm employs a multi-advisor team approach and uses a range of investment methods to construct diversified portfolios tailored to client needs.

Matthew Rice is a CFA® charterholder and Series 63 licensee affiliated with Goldstone Financial Group, LLC. He has one year of industry experience and currently serves as Chief Investment Officer at Goldstone Financial Group, Vistamark Consulting LLC, and First Business Bank. Outside of his advisory roles, he is involved in developing investment strategies for institutional clients through his consulting business. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and model portfolios, employing a variety of investment strategies including mutual funds, ETFs, fixed income, and alternative vehicles with ongoing account monitoring.

Joshua Henderson is a CFP® with three years of industry experience currently serving at Timothy Financial Counsel, Inc. He joined the firm in 2022 after seven years at TransMarket Operations LLC. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm offering individual consultations and project-based advice on topics such as retirement planning, tax strategies, and estate planning. The firm serves individuals, families, businesses, and trusts, focusing on advisory and implementation coaching without managing client assets or exercising discretionary authority.

Austin Feldman is a financial advisor at Feldman, Ingardona & Co with four years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC. 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 employs both active and passive mutual funds and ETFs, offering discretionary and non-discretionary management with regular portfolio reviews.

Matthew Schwerin is a CFA® charterholder with 21 years of experience in the financial services industry. He is affiliated with North Star Investment Management Corporation and has longstanding roles with CAPS Financial Group, Hometown Financial Group, and Flanagan State Bank. Schwerin serves as a director on the board of Flanagan State Bank and is president of the Flanagan Bank Holding Company, Hometown Financial Group. North Star Investment Management Corporation serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in assets and frequently integrates its proprietary mutual funds into client portfolios as part of its investment approach.

Charles Hartman is a financial advisor with Leelyn Smith, LLC in Geneva, Illinois, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at LPL Financial LLC and National Planning Corporation. Hartman is also involved in providing investment advisory services through independent firms such as The Retirement Network and Leelyn Smith, LLC. Leelyn Smith, LLC serves individual clients, pension and profit-sharing plans, corporations, business entities, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using equities, fixed income, mutual funds, ETFs, and model portfolios, supplemented by various technology platforms and service providers.

Marisa Marshall is a CFP® professional at Capstone Financial Advisors Inc with six years of experience in the financial services industry. Her prior roles include positions at The Mather Group, Baroncini, Shorts, and Morton Private Wealth. Capstone Financial Advisors serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering portfolio management, financial planning, and supplementary services such as tax preparation and access to private fund investments. The firm emphasizes asset-class allocation, cost control, and tax positioning, managing approximately $2.44 billion in client assets across a multi-advisor team.

Hally Dunn is a financial advisor at 4 Wealth Advisors, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments for 10 years prior to her current role. Outside of advisory services, she is involved with 4Wealth Insurance Group, helping clients with life, disability, and long-term care insurance. 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 customized portfolio management and employs a range of analytical methods, with affiliations that create integrated service pathways uncommon among peers.

Samuel Gerry is a financial advisor at Goldstone Financial Group, LLC with two years of industry experience. He holds the Series 65 and Series 63 credentials. Prior to joining Goldstone, he worked at ALPS Distributors, Inc. and Performance Trust Asset Management. 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 various investment models, utilizing mutual funds, ETFs, fixed income, and alternative vehicles with ongoing account monitoring and formal annual reviews.

Priyadarshan Pradhan is a Series 66-licensed financial advisor with Unique Wealth Strategies in Burr Ridge, Illinois, bringing four years of industry experience. His prior roles include positions at Kingswood Capital Partners and several other financial firms since 2018. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm sponsors its own wrap-fee program and employs a range of investment approaches, including the use of derivatives and leverage, while also facilitating access to alternative managers.

Jeremy Reiland is a financial advisor at Vantage Point Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prosperity Capital Advisors and The Chamberlin Group. Outside of his advisory role, he is a licensed insurance agent with Reiland Financial Group, offering life and health insurance products and Medicare planning. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners by providing investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost funds and ETFs, with flexibility to include alternative investments and tax-sensitive strategies.

Michael Walschot is a financial advisor with Total Clarity Wealth Management, Inc. in Naperville, IL, holding a Series 66 designation and having 14 years of industry experience. His career includes roles at LPL Financial and CETERA Advisor Networks, and he served as an adjunct accounting instructor from 2004 to 2018. Outside of advising, he is involved in tax preparation and accounting through American Capital Tax Preparation and Accounting. 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 discretionary portfolio management, financial and retirement planning, and specialized services using a range of investment strategies and products tailored to client needs.

Robert Wootton is a CFP® professional with 15 years of experience in financial advising, currently with Capstone Financial Advisors Inc. He has worked at USAA Financial Planning Services and USAA Financial Advisors, Inc. since 2011. Capstone Financial Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, pension consulting, and tax preparation, with an investment approach that emphasizes asset-class allocation, cost control, and tax positioning.

Vanessa Croessmann is a financial advisor at Total Clarity Wealth Management, Inc. with three years of industry experience. She holds a Series 65 designation and has worked as a financial planner with Wall Street Financial Advisors and as an independent licensed insurance agent. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, 401(k) advisory, and utilizes a range of investment strategies including model portfolios, third-party separately managed accounts, and an actively traded strategy for qualified investors.