Gregory Davis is a CFP® with 11 years of industry experience, currently serving as an advisor at Clearwater Capital Partners. He has been with Clearwater since 2015. Outside of his advisory role, he is a passive investor in a thoroughbred horse racing LLC and acts as a life insurance agent, evaluating and placing policies when needed for clients. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves individual, high-net-worth, and institutional clients using a variety of investment approaches, including fundamental, quantitative, and options strategies.

Robert Cook is the sole advisor at Dream Capital Advisors, LLC in Lincolnshire, IL, holding a Series 65 credential with 19 years of industry experience. He has been with Dream Capital Advisors since 2006. Dream Capital Advisors provides personalized, fee-based investment management primarily to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm focuses on customized equity and diversified portfolios emphasizing growth and quality of earnings, employing multiple analysis methods and third-party research to inform portfolio management.

Gergana Vasileva is an investment advisor representative at Journey Financial Group, Inc. with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Journey Financial Group since 2013. Additionally, she provides notary public services to clients at no charge. Journey Financial Group serves individual clients at various wealth levels, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using firm-developed model portfolios that range from conservative to aggressive risk profiles.

Jack Rafferty is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Rothschild Wealth LLC, where he has worked for two years, following previous roles at Wipfli Financial Advisors/Creative Planning and William Blair. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm employs asset-allocation models tailored to client objectives, using quantitative tools and third-party sub-advisers to manage portfolios across various investment vehicles while providing services such as financial planning, retirement consulting, and ongoing portfolio monitoring.

John Chapman is a financial advisor at Clearwater Capital Partners with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clearwater Capital Partners since 2006. Chapman is a partial owner of Clearwater Capital Insurance Services, LLC, which provides non-variable life, long-term care, and disability insurance sales, and he is also a business owner of Clearwater Capital Consulting, LLC, offering select tax services. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, providing family office and private wealth management, institutional advisory, retirement plan advisory, and wrap-fee investment programs. The firm manages most advisory accounts on a discretionary basis and incorporates fundamental, technical, quantitative, and thematic analysis in portfolio management.

Michael Heatwole is a CFP® with 13 years of industry experience, currently serving as an advisor at The Dala Group, LLC since 2018. He previously worked at Waddell & Reed, Inc for six years. Outside of his advisory role, he serves on the advisory board of The Salvation Army in Elgin, IL, and is vice-president of a local networking organization, BNI. The Dala Group serves individual and high-net-worth clients with portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm employs a mix of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using a variety of investment vehicles tailored to client objectives and risk tolerance.

Andrew Barlow is a financial advisor at Harvest Investment Services, LLC with three years of industry experience. He holds a Series 65 designation and is a partner at Harvesting Kingdom Resources, a private equity fund sponsor where he manages fund administration and investor relations. His work history also includes roles at Envoy Financial and Brand Champions. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical investment approach and offers specialized services such as ERISA 3(38) investment management and held-away 401(k) account oversight.

Anna Thornburg is a Series 65-licensed financial advisor at Model Wealth, Inc. in Wheaton, IL, with four years of industry experience. Prior to joining Model Wealth in 2021, she worked at Covenant Classical School and Church of the Resurrection. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm uses a broadly passive investment approach with cost-effective, tax-aware implementation, combining robo-managed strategies, direct indexing, and discretionary portfolio management.

Steven Bartz is a Series 65 licensed financial advisor with 28 years of industry experience. He has been with Graybill, Bartz & Associates, Ltd. since 1996. Graybill Wealth Management, Ltd. provides discretionary investment supervisory services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and trust accounts. The firm employs a fundamental, research-driven growth investing approach focused on companies with strong balance sheets and sustainable earnings, while balancing equity exposure with intermediate-term, high-grade fixed income and income vehicles.

Mark Soehn is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Financial Solutions Advisory Group in Chicago, IL since 2003. Financial Solutions Advisory Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, offering portfolio management, financial planning, consulting, and retirement plan education services. The firm uses a comprehensive data-gathering process to establish client-specific investment policies and employs a mix of fundamental, technical, quantitative, and qualitative analysis across long- and short-term strategies.

Richert Hart is a CFP® professional with 19 years of industry experience. He is currently with 1834 Investment Advisors Co., where he has worked since 2026. His prior experience includes roles at Mission Square Retirement, Ausdal Financial Partners, Nadler Financial Group, Total Benefit Communications, and Capital One Sharebuilder. 1834 Investment Advisors provides investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies, offering both discretionary and non-discretionary management and access to alternative investments through third-party platforms.

Katarzyna Richardson is a financial advisor at Expressive Wealth LLC in Chicago, IL, with eight years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Eddie Patel Inc., National Financial Services LLC, Charles Schwab, and FIDELITY Brokerage Services LLC. Expressive Wealth serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm employs fundamental, technical, and cyclical analysis in its investment decisions and offers oversight of Sub-Advisors’ strategies as part of its portfolio management.

Kyle Depasquale is a financial advisor at Rothschild Wealth LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Rothschild Wealth since 2012, with prior roles at Ausdal Financial Partners and Halo Securities LLC. In addition to his advisory role, he is involved with Sentinus Insurance Services, where he participates in insurance sales. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities, offering services such as financial planning, portfolio management, retirement plan consulting, and coordination of tax and estate planning. The firm uses quantitative models and third-party tools to construct and monitor portfolios across various asset classes while providing institutional services including investment policy development and manager selection.

Shawn Cook is a financial advisor with USAdvisors Wealth Management, LLC, holding a Series 66 license and bringing 12 years of industry experience. He has worked at multiple firms including Securities America, Inc. and Questar Asset Management. Outside of advisory work, he has served as past president and board member of the Park Ridge Chamber of Commerce and owns businesses in insurance and consulting. USAdvisors Wealth Management, LLC offers discretionary portfolio management and financial planning to individuals, trusts, charitable organizations, and businesses. The firm utilizes a combination of fundamental analysis, asset allocation, and model portfolios developed with third-party providers, managing accounts on a discretionary basis with regular suitability reviews.

Benjamin Wozniak is a financial advisor with Chicago Oakbrook Financial Group, holding Series 63 and Series 65 credentials and 43 years of industry experience. He previously worked at Commonwealth Financial Network and LPL Financial LLC. Wozniak also engages in fixed insurance sales and serves as a trustee of a company retirement plan. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing customized wealth management and discretionary portfolio management alongside comprehensive financial planning and retirement plan consulting. The firm constructs tailored portfolios using a broad range of securities and investment strategies and manages over $1.2 billion in client assets through a multi-advisor team with support from an institutional relationship with Raymond James.

Timothy Hattendorf is a financial advisor at Nadler Financial Group, Inc. He holds a Series 66 designation and has two years of industry experience. His prior experience includes a decade at Hightower Trust Company of Illinois. He is involved in retirement plan advisory services, working with plan sponsors and participants. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, providing discretionary investment management along with financial planning and retirement plan consulting when requested. The firm employs tactical asset allocation across diversified vehicles and offers a program tailored for smaller accounts within its multi-advisor structure.

Ashley Armenta is a financial advisor at E. A. Horwitz LLC with 14 years of industry experience. She holds the Series 66 designation and previously worked at Western International Securities, Inc. for 10 years. Armenta has been with E. A. Horwitz LLC since 2013. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, employing a generally conservative, principal-preservation investment approach tailored to individual needs. The firm integrates options and fixed-income trading to manage risk and generate income while coordinating with other professionals and maintaining formal training and supervision for its advisors.

Lydia Newby is a CFP® with eight years of industry experience currently serving at Timothy Financial Counsel, Inc. She has been with the firm since 2017 and previously worked at Marsh USA Inc. from 2012 to 2017. 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 through a structured planning menu and prefers diversified investments such as no-load mutual funds and ETFs, operating without discretionary authority over client assets.

Robert Lyman is a financial advisor at Sequoia Wealth Management, LLC, with 42 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Sequoia Wealth Management in 2014, he worked at LPL Financial LLC starting in 2009. He serves on the board of directors for Friends of Shalom for Uganda, a community and charitable organization. Sequoia Wealth Management provides asset management, financial planning, and retirement-plan consulting to individuals, trusts, estates, corporations, and employer retirement plans. The firm utilizes a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios and offers both discretionary management and implementation of third-party strategist models.

Lavonte Jones is a financial advisor at SGL Financial, LLC with four years of industry experience. He holds the Series 65 and Series 63 registrations and has previously worked at J.P. Morgan Securities and Northwestern Mutual. SGL Financial, LLC is a fee-based investment adviser serving financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm emphasizes broad diversification and long-term asset allocation, implementing portfolios primarily through third-party money managers and a sub-advisory relationship with Savant Capital.