Brian Peterson is a CFP® professional with two years of industry experience at Capstone Financial Advisors Inc, where he has been working since 2009. He is based in Downers Grove, IL. Capstone Financial Advisors serves individuals including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm emphasizes asset-class allocation, cost control, and tax positioning, offering portfolio management, financial planning, pension consulting, and access to private fund investments under a multi-advisor team managing approximately $2.44 billion in assets.

Angeline Wozniak is a financial advisor at Chicago Oakbrook Financial Group with a Series 65 designation and one year of industry experience. Her prior roles include positions at Synergy One Landing, Inc., Guaranteed Rate, Nations Lending, and Midwest Lending. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm constructs tailored portfolios using a broad range of securities and strategies, supported by an institutional relationship with Raymond James and a licensed insurance agency platform.

Joseph Davidson is a Series 66-licensed financial advisor with five years of industry experience, currently with Goldstone Financial Group, LLC since 2021. His prior experience includes roles at Thrivent Financial and various educational institutions. He is also a licensed insurance agent authorized to sell life and fixed annuity products. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a combination of fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers ongoing portfolio management, written investment policy statements, and employs tactical ETF models alongside alternative strategies within wrap-fee and transaction-based account options.

Michael Mathey is a financial advisor at IntentGen Financial Partners in Naperville, IL, with four years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Thrivent Investment Management, and the Thrivent Advisor Network. Mathey has experience assisting clients with financial plan maintenance and meeting preparation through his role as a Senior Planning Coordinator at Thrivent Advisor Network. IntentGen Financial Partners serves individuals, trusts, pension and profit sharing plans, and corporate clients, offering asset management, comprehensive financial planning, and retirement plan consulting. The firm employs a multi-advisor team approach and uses a variety of investment methods, including modern portfolio theory and third-party manager research, to construct diversified portfolios tailored to client needs.

Ranjit Bahadur is a financial advisor with Unique Wealth Strategies, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked with Private Advisor Group, LLC and LPL Financial, LLC. He is also involved with Creative Legacy Planning, a business related to non-variable insurance. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers a proprietary wrap program and employs a combination of fundamental, technical, quantitative, and modern portfolio theory approaches, including the use of derivatives and leverage within managed portfolios.

Kristi Wano is a financial advisor with SAGE Private Wealth Group, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Calamos Wealth Management LLC and BMO Harris Financial Advisors, Inc. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management through a client-specific process involving tailored asset allocation and ongoing portfolio monitoring.

Sharon Adams is a financial advisor at B.B. Graham & Company, Inc. with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at L.M. Kohn & Company and Crown Capital Securities, Lp. Outside of her advisory role, she owns and manages a financial planning firm, Fox Valley Financial Planning Inc. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with regular account reviews and often manages assets on a non-discretionary basis, utilizing third-party asset managers and offering a range of financial planning and consulting services.

Hoan Taussig is a CFP® professional at Timothy Financial Counsel, Inc. with 14 years of industry experience. He has been with the firm since 2007. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on income management, retirement planning, tax strategies, and other areas, using a time-based billing model without custodial or discretionary authority, and generally recommends diversified no-load mutual funds and ETFs.

Ryan Decker is a CFP® with one year of experience at Vantage Point Financial, LLC. Prior to joining Vantage Point, he worked at PriceWaterHouseCoopers for five years and has been affiliated with North Central College since 2017. He is the founder of two non-investment-related businesses: Wealthency LLC, which provides financial education, and CentArbitrage LLC, focused on sports information. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach emphasizing long-term portfolio construction using low-cost mutual funds and ETFs, while also offering discretionary portfolio management and integrated planning advice.

Lee Catalano is a CFP® professional with 42 years of industry experience, currently serving at MEDIQUS Asset Advisors, Inc. since 1996 and also affiliated with Ausdal Financial Partners, Inc. since 2009. He holds Series 63 and Series 65 licenses and conducts insurance sales as a licensed agent, dedicating part of his time to this activity. MEDIQUS Asset Advisors provides investment advisory, financial planning, and ERISA plan advisory services primarily to individuals, retirement plans, and medical groups. The firm emphasizes long-term asset allocation with a disciplined rebalancing approach and utilizes technology platforms for portfolio management and client reporting.

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.

Mark Brown is a CFP® with 38 years of industry experience, currently serving at M. Brown Financial Advisors in Naperville, IL. He has previously worked at Ausdal Financial Partners since 2010 and led M Brown & Associates from 2006 to 2025. Outside of advising, he serves as vice president of the Naper Courtyards Condo Association, where he helps oversee budget and expenses. M. Brown Financial Advisors primarily acts as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, providing discretionary portfolio management, retirement plan consulting, and participant education. The firm employs a combination of active tactical allocation and diversified, monitored models, often managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Timothy Hart is a financial advisor at Feldman, Ingardona & Co with 32 years of industry experience. He has been with the firm since 1998 and holds Series 63 and Series 65 licenses. Feldman, Ingardona & Co. provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutions. The firm employs a long-term strategic asset allocation framework with discretionary and non-discretionary management, utilizing mutual funds and ETFs through both active and passive managers.

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.

David Marlett is a financial advisor with Signature Financial Services, Ltd, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Signature Financial Services and First Heartland Capital Inc since 2007 and has operated his own CPA practice since 1987. Outside of his advisory role, Marlett serves as president of an accounting and auditing firm and holds board positions in several wireless communications companies. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation driven approach based on modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of investment vehicles while participating in third-party platform programs such as SEI-managed accounts and wrap-fee programs.

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.

Scott Munkvold is a CFP® professional with 22 years of experience in financial advising. He has been with Financial Solutions Advisory Group since 2003. Financial Solutions Advisory Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts by providing portfolio management, financial planning, and retirement plan consulting and education. The firm uses a comprehensive data-gathering process to establish client-specific investment policies and employs a combination of fundamental, technical, quantitative, and qualitative analysis in its investment approach.