Randy Addie is a financial advisor at 1834 Investment Advisors Co. in Chicago, IL, holding Series 65 and Series 63 licenses with 25 years of industry experience. His prior roles include positions at Old National Bank, LPL Financial, and Sentry Insurance. He currently serves as Vice President at Old National Bank. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation, operating as a wholly owned subsidiary of Old National Bancorp with close ties to Old National Bank.

Michael Fulkerson is a financial advisor with Chicago Investment Advisory Council, Inc. He holds a Series 66 designation and has 23 years of industry experience. He has been affiliated with J.W. Cole Financial since 2011 and has worked with various insurance carriers through W & R Insurance Agencies since 2004. Outside of his advisory role, he works as a substitute teacher in local school districts on a part-time basis. Chicago Investment Advisory Council, Inc. serves retail investors, including both individual and high-net-worth clients, providing ongoing portfolio management, financial planning, and educational workshops. The firm uses proprietary model portfolios and offers a scalable service model supported by a five-advisor team managing approximately 1,100 client relationships.

Stacy Bromann is a financial advisor at The Dala Group, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Bromann serves as an ambassador for the Huntley Chamber of Commerce. The Dala Group serves individual and high-net-worth clients through portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm employs a combination of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using ETFs, mutual funds, individual equities, fixed income, and REITs.

Stephen Mccormick is a financial advisor at Rothschild Wealth LLC with two years of industry experience. He holds a Series 65 designation and has worked at Sentinus, LLC since 2022, following a brief tenure at Wealth Planning Network. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and institutional clients by providing portfolio management, financial planning, and retirement and investment consulting. The firm employs asset-allocation models that consider tax, estate, cash flow, and risk factors, utilizing mutual funds, ETFs, individual securities, and third-party managers.

Samuel Ogles is a CFP® professional with five years of industry experience, currently serving at Timothy Financial Counsel, Inc. He previously worked at Thrivent Financial and has been involved in both writing and teaching on spiritual and faith-related topics through his ownership of Formation Circle LLC. His activities include providing spiritual direction, conducting Enneagram workshops, and creating content related to spirituality. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm focuses on advisory and implementation coaching without managing assets, emphasizing diversified investments through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

Timothy Kuntz is a CFP® professional with 11 years of industry experience, currently serving at Vantage Point Financial, LLC since 2019. He previously worked at Sigma Financial Corporation and SPC. Kuntz is a co-author of the book *Elevate Your Retirement: The Path to Financial Clarity and Confidence* and manages aspects of operations and strategic planning for multiple affiliated entities. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners, offering investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using a variety of investment vehicles and provides integrated planning advice, including tax and estate-planning coordination through affiliated entities.

Andrew Wykretowicz is a financial advisor at Monere Wealth Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Monere since 2015. Outside of advisory work, he teaches English as a Second Language at the College of DuPage on a part-time basis. Monere Wealth Management, Inc. is a team-based advisory firm managing approximately $312 million in client assets. The firm serves individual and high-net-worth clients, pension plans, charities, and business accounts, offering financial planning, portfolio management, and pension consulting through both discretionary and non-discretionary advisory relationships.

David Heinle is a CFP® with 10 years of industry experience, currently serving as an advisor at T2 Asset Management, LLC since 2015. He holds a Series 63 license and is based in Naperville, IL. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions, managing approximately $165 million in discretionary assets. The firm employs proprietary, rules-based models that combine technical and fundamental analysis to manage asset allocation and downside risk across multiple portfolio profiles.

Paul Minta is a CFP® professional with 28 years of experience in financial advising. He has been with Digiovino, Hnilo, Jordan & Johnson Financial Advisors, Ltd. since 1996. He is based in Naperville, IL, and holds Series 63 and Series 65 licenses. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million through a team of eight advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services, and offers integrated access to tax preparation and accounting through an affiliated CPA firm.

Donald Morley is a financial advisor at Capital Cities Investments with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining Capital Cities Investments in 2017. Capital Cities Investments serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, offering portfolio management and financial planning services. The firm emphasizes diversified portfolios with a mix of active and passive management, tailored to clients' risk tolerance and financial needs, and utilizes tools such as Callan’s UMA platform and Schwab’s automated programs.

Derek Raridon is a financial advisor with Lantz Financial LLC in Naperville, IL. He holds a Series 65 designation and has two years of industry experience. Prior to joining Lantz Financial, he worked at Sears Holdings from 2016 to 2018. Lantz Financial LLC provides portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in client assets and employs an investment approach based on modern portfolio theory with global diversification, primarily using mutual funds and ETFs.

Timothy Stearns is a financial advisor at Cornerstone Securities LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cornerstone Securities since 2014. He also has prior experience with Crown Capital Securities, LP and LaSalle St. Securities, LLC. Outside of his advisory work, Stearns sells term, fixed, and indexed universal life insurance as an independent contractor. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates through a team of representatives who develop portfolio strategies, offer discretionary trading where authorized, and refer clients to third-party managers and REITs.

Kelly Kovasic is an advisor at Leelyn Smith, LLC with Series 65 and Series 66 credentials. She has been with Leelyn Smith, LLC and LPL Financial since 2021. Prior to her advisory roles, Kovasic worked in the aviation and publishing industries. Leelyn Smith, LLC serves individual clients, pension and profit-sharing plans, corporations, and trusts by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including equities, fixed income, mutual funds, and ETFs, supported by multiple technology platforms and service providers.

Kyle Bertsche is a financial advisor at Monere Wealth Management, Inc. He holds a Series 66 designation and has been in the industry since 2024. His prior experience includes roles at Carecraft Inc, Nexa Mortgage, and various academic positions. Monere Wealth Management, Inc. is a team-based advisory firm managing approximately $312 million in client assets. The firm serves individual and high-net-worth clients, pension plans, charities, and business accounts, offering financial planning, portfolio management, and pension consulting primarily through non-discretionary advisory accounts.

Thomas Parker is a financial advisor at Pendulum Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and is also a partner at Fates, Bodily, and Parker PLLC, a CPA firm in Itasca, Illinois. In addition to his advisory role, Parker is a licensed insurance agent involved in implementing insurance recommendations. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million across over 200 client relationships. The firm offers discretionary investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term, diversified investment approach.

Kristin Crowley is a financial advisor at Lantz Financial LLC in Naperville, IL, holding a Series 65 designation with three years of industry experience. She has been with Lantz Financial since 2019. Lantz Financial LLC provides portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in client assets and employs an investment approach based on modern portfolio theory, focusing on global diversification primarily through mutual funds and exchange-traded funds.

Christopher Vivian is a financial advisor at Total Clarity Wealth Management, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Cetera Advisor Networks LLC. Vivian also maintains a financial services business entity for tax and investment purposes. 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, utilizing a range of investment strategies including model portfolios and third-party separately managed accounts.

Anne Marie Woodrich is a financial advisor at Total Clarity Wealth Management, Inc with six years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, CETERA Advisor Networks LLC, Pesch Law Office, P.C., and Wall Street Financial Advisors, Inc. Woodrich also provides administrative support to Total Clarity Wealth Management. Total Clarity Wealth Management is a multi-advisor firm serving individuals, trusts, estates, charitable organizations, corporations, and 401(k) plan sponsors. The firm offers comprehensive financial planning and discretionary portfolio management through various programs, customizing asset allocations and employing a range of investment strategies.

Maureen James is a financial advisor with Apollon Financial, LLC in Downers Grove, IL. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. Her prior roles include positions at Highpoint Advisor Group and LPL Financial. In addition to her advisory role, she has provided bookkeeping services since 2001. Apollon Financial, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion with a team of 16 advisors, offering financial planning, portfolio management, and access to private and alternative investments through a combination of centrally managed models and advisor-led portfolios.

Brian Korienek is a financial advisor with Goldstone Financial Group, LLC, holding a Series 66 license and 12 years of industry experience. He has worked with Goldstone Financial Group since 2014 and was previously associated with TCM Securities Inc. He is also a licensed insurance agent offering life, health, and fixed annuities. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm employs a mix of fundamental, technical, and quantitative methods aligned with modern portfolio theory and offers a variety of strategies including tactical ETF models and alternative approaches such as options-based and hedged strategies.