Kenneth Tomko is a CFA® charterholder with 16 years of industry experience. He is a member of the team at T2 Asset Management, LLC, where he has worked since 2013, following five years at Asbury Investment Management LLC. Tomko holds the Series 66 registration. T2 Asset Management, LLC provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm manages approximately $165 million in discretionary assets using proprietary, rules-based models that combine technical and fundamental analysis to guide asset allocation and risk management across multiple portfolio profiles.

Lisa Santos is a financial advisor at Keating Financial Advisory Services with one year of industry experience. She holds a Series 65 designation and previously worked at Raymond James Financial Services Advisors Inc. Outside of finance, she is a partner and co-owner of Southport Grocery & Cafe in Chicago, where she is involved in marketing strategy, product development, and operations. Keating Financial Advisory Services serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management and provides modular financial planning and consulting services.

Mark Brown is a CFP® professional with 39 years of experience in financial advising. He is the founder of M. Brown Financial Advisors in Naperville, IL, and has held positions at Ausdal Financial Partners, LPL Financial, Wells Fargo Advisors, and Herbst Financial Advisors. Outside of advising, he serves as Vice President of the Naper Courtyards Condo Association. M. Brown Financial Advisors primarily serves as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, providing discretionary portfolio management, customized accounts, and retirement plan consulting. The firm combines active tactical allocation with diversified model portfolios and includes commission-based brokerage and insurance products alongside sub-advisory services.

Timothy Hart is a CFP® professional with 32 years of industry experience, currently serving at Feldman, Ingardona & Co. since 1998. He holds Series 63 and Series 65 registrations and is based in Downers Grove, Illinois. 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 manages portfolios through mutual funds and ETFs, combining active and passive strategies, and serves clients with minimum account sizes typically starting at $5 million.

Martin Beck is a CFP® with 40 years of industry experience. He is currently with Apollon Financial, LLC and was previously associated with LPL Financial LLC for 19 years. Beck is based in Naperville, IL. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments, utilizing a combination of centrally managed models and advisor-led portfolios enhanced by technology and generative AI tools.

Ethan Hulgaard is a financial advisor with Timothy Financial Counsel, Inc. He holds a Series 65 designation and has prior work experience at RSM US LLP and Wheaton College. Hulgaard has been with Timothy Financial Counsel since 2025. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching without managing client assets, focusing on diversified investment strategies and offering educational seminars and structured planning services.

Jae Ha is a financial advisor at Chicago Oakbrook Financial Group with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Ha has been with Chicago Oakbrook Financial Group since 2007 and previously worked at Commonwealth Financial Network. He is also the owner and president of Jae Ha Wealth Management, Inc., a private entity for his securities business. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing a wide range of securities and strategies tailored to client objectives.

Anthony Pellegrino is a financial advisor with Goldstone Financial Group, LLC, holding a Series 65 license and 12 years of industry experience. He has been with Goldstone Financial Group since 2015 and has been associated with the broader GoldStone Financial Group since 2004. Outside of advising, he is a licensed insurance agent and a minority co-owner of Nationwide Investment Solutions, LLC, which holds equity in another registered investment adviser. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across 1,675 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, employing diverse strategies that include mutual funds, ETFs, fixed income, and alternative investments.

Joseph Contorno is a financial advisor at T2 Asset Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at T2 Asset Management since 2017. His prior experience includes roles at The Strategic Coach and Jurs Montgomery. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm manages approximately $165 million on a discretionary basis using proprietary, rules-based models that combine technical and fundamental analysis to guide asset allocation and risk management across multiple portfolio profiles.

Jonathan Kruger is a financial advisor at Rothschild Wealth LLC with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior roles include positions at Pacific Life Insurance, Protective Life Insurance Company, Proequities Inc, and Halo Securities LLC. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients. The firm offers portfolio management, financial planning, and retirement and investment consulting, utilizing asset-allocation models that consider tax, estate, cash-flow, and risk factors.

William Gottfried is a financial advisor at Goldstone Financial Group, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, Prudential Insurance Company of America, and Wealth Enhancement Advisory Services. Goldstone Financial Group is an SEC-registered investment adviser managing over $1 billion across approximately 1,675 clients. The firm provides 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 alternative investments.

Kari Mckinley is a CFP® professional with 12 years of experience at Capstone Financial Advisors Inc in Downers Grove, IL. She has been with Capstone since 2014. Capstone Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management alongside financial planning, pension consulting, tax preparation, and access to private fund investments, emphasizing asset-class allocation, cost control, and tax positioning.

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.

Colin Kelly is a financial advisor with Strategic Investment Solutions, Inc. in Orland Park, IL, holding Series 63 and Series 65 licenses and offering 31 years of industry experience. His prior work includes positions at Purshe Kaplan Sterling Investments, LPL Financial Corporation, and Waterstone Financial Group. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, and trustees. The firm provides discretionary portfolio management and model portfolio programs that incorporate Modern Portfolio Theory and the Efficient Markets hypothesis, emphasizing diversified, largely passive, long-term investments.

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 at Goldstone Financial Group, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Goldstone Financial Group since 2022. Prior to his advisory career, he held various roles including positions at Equitable Advisors and the University of Illinois at Urbana Champaign. He is also a licensed insurance agent offering life and fixed annuity sales. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across a mix of individual and high-net-worth clients. The firm provides discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, utilizing a range of investment strategies including mutual funds, ETFs, fixed income, and alternative vehicles.

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.

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.