Richard Johnson is a financial advisor with PCG Wealth Management in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Waddell & Reed, Inc., various insurance carriers, and LPL Financial. Outside of his advisory work, he is involved with RKJ & Associates, a tax preparation and accounting firm. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term, customized investment approach using diversified mutual funds and ETFs, with flexibility to include other investment vehicles, and maintains a strong focus on retirement-plan fiduciary services.

Ethan Schmidt is a CFP® with nine years of industry experience, currently advising clients at Rothschild Wealth LLC. His prior roles include positions at AlphaCore Capital LLC, Catalyst Wealth Management, and Bank of America, N.A. He holds a Series 66 license. Rothschild Wealth LLC serves individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm offers comprehensive financial planning and portfolio management services, utilizing asset-allocation models and quantitative tools to tailor investment strategies to client objectives and risk profiles.

Tyler Beachler is a CFA® charterholder with 14 years of industry experience. He is currently with Clearwater Capital Partners in Hoffman Estates, IL, where he has worked since 2012, including prior tenure at LPL Financial. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base that includes high-net-worth individuals as well as institutional clients such as sovereign wealth funds and government entities, utilizing a range of portfolio management strategies and offering specialized services like thematic investment approaches and participant education for retirement plans.

Jeremy Lam is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Goldstone Financial Group, LLC and has prior experience at firms including Corient Services LLC, Ayco/Goldman Sachs & Co. LLC, and United Capital Financial Advisers, LLC. 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 sub-advisers and model portfolios, implementing strategies that include mutual funds, ETFs, fixed income, and select alternatives.

Andrew Atseff is a financial advisor at Rothschild Wealth LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rothschild Wealth LLC since 2012, with prior roles at World Equity Group and Halo Securities. He is also a managing director at Rothschild Wealth and a licensed life and health insurance agent. 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 employs asset-allocation models tailored to tax, estate, cash-flow, and risk considerations, using a range of investment vehicles and ongoing monitoring to manage client portfolios.

Vincent Cione is a financial advisor at T2 Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments and Wayne Hummer Investments. In addition to his advisory role, he is a licensed agent for fixed and traditional insurance products. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm uses proprietary, rules-based models combining technical and fundamental analysis to manage multi-asset portfolios and downside risk across several investment profiles.

Edward Smith is a financial advisor with Vertex Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and four years of industry experience. He has held roles at Vertex Planning Partners, LPL Financial, TPOD, and other organizations. Outside of his financial advisory work, Smith serves as the head rugby coach for the Chicago Blaze Rugby Club. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and various entities through financial planning, investment and wealth management, and consulting. The firm uses a combination of active and passive strategies focused on asset allocation, diversification, and behavioral finance, and has affiliations with accounting and manager platforms to support integrated client solutions.

Gino Poli is a Certified Financial Planner® with seven years of industry experience. He is currently with Pendulum Wealth Partners, having previously worked at Ameriprise, Alliance Global Partners, and J.P. Morgan Securities among others. Outside of advisory work, Poli is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Pendulum Wealth Partners serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary portfolio management and financial planning. The firm employs a fundamental, long-term investment approach and offers a family office suite including tax projections and estate strategies, managing approximately $283 million for around 267 clients.

Peter Lisnic is a financial advisor at Hunter Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at Hunter Capital Management since 2021, following a seven-year period operating under his own name. Hunter Capital Management is an SEC-registered investment adviser that serves high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm manages assets across separate accounts, a registered mutual fund, and private pooled vehicles, employing value-oriented equity strategies and a unique commodity subadviser arrangement within one private fund.

Angela Williams is a Certified Financial Planner® with 16 years of industry experience. She has been with Wealthquest Corporation in Oak Brook, IL since 2013 and holds the Series 63 and Series 66 licenses. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that integrate portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team approach and offers both discretionary and non-discretionary services.

Linette Mejia is a financial advisor at The Dala Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining The Dala Group, she worked at the Illinois Department of Human Services for six years and held positions at Legal Aid Chicago for three years. The Dala Group, LLC provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and business entities. The firm employs multi-disciplinary analysis and asset-allocation strategies to manage client accounts, offering both discretionary and non-discretionary mandates through a wrap fee program model.

John Mchenney is a CFA® charterholder with eight years of experience in the financial services industry. He is currently with Timothy Financial Counsel, Inc., where he has worked since 2023. His prior experience includes roles at First Trust Advisors L.P., Fidelity Investments, LLC, and The Vanguard Group, Inc. Timothy Financial Counsel, Inc. is a fee-only financial planning firm that provides hourly, project-based advice to individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes diversified investment exposure using mutual funds and ETFs, asset allocation, and periodic rebalancing, focusing on advisory and implementation coaching rather than ongoing portfolio management.

Andrew Owen is a financial advisor at Goldstone Financial Group, LLC with six years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Goldstone, he worked at MML Investor Services, MassMutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, he is an instructor at Bash Sports Academy, where he teaches baseball to youth. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion for around 1,675 clients. The firm provides discretionary portfolio management, financial planning, and access to sub-advisers and model portfolios, implementing strategies that utilize mutual funds, ETFs, fixed income, and select alternative investments.

John Suchy is a financial advisor with Chicago Oakbrook Financial Group holding a Series 65 credential. He has experience across multiple roles since 2016, including positions at Northwestern Mutual Investment Services and the American Automobile Association. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm utilizes a broad range of securities and investment strategies tailored to client objectives and manages over $1.2 billion in assets through a team-based approach.

Galo Baca is a financial advisor at Goldstone Financial Group, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Envoy Advisory Inc., Christian Retirement Ministries, and Harvest Investment Services, LLC. His background also includes roles in education and community organizations. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, employing a documented investment process that combines fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers a range of strategies including tactical ETF models and alternative approaches such as options-based and hedged credit-spread strategies.

Jessica Debold is a CFP® with 18 years of industry experience. She is currently with Goldstone Financial Group, LLC and has previously worked at Financial Engines Advisors L.L.C. and Buckingham Financial Group, Inc. Outside of her advisory role, she is involved in residential construction through DeBold Builders LLC, where she assists with bookkeeping, accounting, and income tax preparation. Goldstone Financial Group is a multi-team, SEC-registered investment adviser managing over $1 billion across more than 1,600 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and model portfolios, implementing strategies that include mutual funds, ETFs, fixed income, and alternative vehicles.

Katherine Byrne is a CFP® professional with 10 years of industry experience. She has been with DHJJ Financial Advisors, a firm based in Geneva, IL, since 2014. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million and serves individual and high-net-worth clients. The firm provides portfolio management, financial planning, and retirement plan services, and offers access to tax preparation and accounting through an affiliated CPA firm.

Brendan Krahl is a financial advisor with Total Clarity Wealth Management, Inc. in St. Charles, IL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at LPL Financial, LLC and Capital Point Financial Group, Ltd. Brendan is also involved as an investor in a tax preparation and accounting firm. 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 range of investment strategies from conservative wrap programs to more active approaches for sophisticated investors.

Timothy Newell is a CFP® with 40 years of experience in financial advisory services. He is currently with Harvest Investment Services, LLC and Envoy Advisory Inc., having previously worked at ProEquities, Inc. He owns Harvest Financial Planning, LLC, where he provides comprehensive financial and estate planning, including trust preparation and tax services. Harvest Investment Services, LLC offers portfolio management, financial planning, and consulting to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs a multi-advisor team approach and uses a variety of investment strategies tailored to client objectives and risk tolerance.

Aaron Deeke is a CFP® with four years of industry experience, currently working at Timothy Financial Counsel, Inc. since 2021. Prior to joining Timothy Financial Counsel, he held roles at CME Group, Allstate Insurance, and State Farm Insurance. 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 wide range of financial topics and emphasizes diversified investment exposure through no-load mutual funds and ETFs while focusing on advisory and implementation coaching rather than ongoing portfolio management.