Kenneth Dow is a CFP® with 29 years of industry experience and currently serves at SAGE Private Wealth Group, LLC. He is the owner and managing partner of The Dow Group, a support company. His career includes roles at Morgan Stanley and Raymond James Financial Services. 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 using a client-specific process that incorporates equities, debt instruments, ETFs, mutual funds, options, and alternative investments.

Steven Resnik is a financial advisor at Burling Wealth Partners in Chicago, IL, holding a Series 65 designation with two years of industry experience. He previously worked at Edgewater Services, LLC and Fifth Street Asset Management, and held a role at Northwestern University. Burling Wealth Partners provides investment management and comprehensive financial planning to individuals, including high net worth clients, as well as entities such as family offices, trusts, and charitable organizations. The firm’s investment approach integrates fundamental and technical research to develop long-term portfolios primarily composed of equities, fixed income, mutual funds, and ETFs, with selective use of alternatives and external managers.

Christopher Chiu is a financial advisor at RCM Wealth Advisors in Chicago, IL, holding a Series 65 designation with 13 years of industry experience. He has worked at RCM Wealth Advisors since 2013 and previously spent five years at Ralloc Capital LLC. RCM Wealth Advisors serves individual clients, including high-net-worth individuals, pension and profit-sharing plans, and corporate entities, offering portfolio management and financial planning through a variety of managed asset portfolios and investment strategies. The firm uses fundamental and cyclical analysis overseen by an internal committee and provides both discretionary and non-discretionary accounts alongside written financial plans and retainer planning services.

Michael Cohen is a financial advisor with Cohen Capital in Chicago, holding Series 63 and Series 65 licenses and with 54 years of industry experience. He previously worked at Raymond James & Associates for 12 years before joining Cohen Capital. Outside of his advisory role, Cohen is a managing partner at Oak Grove Partners, a business venture unrelated to investment advising. Cohen Capital is an SEC-registered investment adviser providing discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, and institutional accounts. The firm primarily constructs portfolios using low-cost, diversified mutual funds and ETFs, employing both fundamental and technical analysis with a long-term investment approach.

John Ferrante is a ChFC® credentialed financial advisor with 30 years of industry experience. He has been with Chicago Oakbrook Financial Group since 2007 and previously worked at Commonwealth Financial Network. Ferrante is the owner of JAF Wealth Management, Inc., a private entity that facilitates securities, advisory, and insurance business. Chicago Oakbrook Financial Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, utilizing a broad range of securities and investment strategies tailored to client objectives.

William Brennan is a financial advisor at LCM Capital Management Inc. in Chicago, IL, holding a Series 65 designation with nine years of industry experience. He has been with LCM Capital Management since 2015. LCM Capital Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a fundamental issuer analysis approach focused on long-term equity holdings and manages approximately $365 million in client assets through a team of nine advisors.

Timothy Mcgrath is a financial advisor at Riverpoint Wealth Management in Chicago, IL, with 36 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at LPL Financial from 2007 to 2020. Since 2013, he has been with Riverpoint Wealth Management Holdings, LLC. Riverpoint Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable and corporate entities, offering discretionary asset management, financial planning, and 401(k) consulting. The firm focuses on customized portfolio construction using quantitative optimization and an investment committee, managing approximately $748 million in discretionary assets with a small team.

Robert Bretl is a financial advisor at Wellment Financial with 13 years of industry experience and holds a Series 65 credential. He has worked at FSR Wealth Management since 2017 and is also involved with FSR Certified Public Accountants, Ltd., where he performs tax return preparation. Wellment Financial provides investment management, financial planning, and manager selection services to individuals, high-net-worth clients, and institutions, focusing on retirement planning and tax strategies through diversified, customizable portfolios managed with the support of a third-party sub-advisor.

Timothy Mc Gregor is a CFA® charterholder with over 20 years of industry experience, currently serving at Riverbend Capital Advisors, LLC since 2024. Prior to joining Riverbend, he spent 18 years at Northern Trust. Riverbend Capital Advisors primarily serves high-net-worth individuals, trusts, estates, corporations, and other business entities, focusing on discretionary investment management of municipal bonds and fixed-income securities using a combination of fundamental and technical analysis.

David Navarro is a CFP® and ChFC® with 39 years of industry experience. He has been with Chicago Oakbrook Financial Group since 2007 and previously worked at CommonWealth Financial Network. Navarro is president and owner of Chicago Oakbrook Financial Group and serves as a 401(k) and brokerage cash balance plan trustee for the firm. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, employing a wide range of investment strategies and securities tailored to client objectives.

James Petitpren II is a financial advisor with Greenstone Belt Wealth Advisors, LLC in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at ORBA Wealth Advisors, LPL Financial, IHT Wealth Management, and Morgan Stanley. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, providing financial, estate, tax, and retirement planning alongside discretionary portfolio management. The firm emphasizes diversification, fee minimization, and after-tax efficiency while utilizing mutual funds, ETFs, individual securities, and third-party managers.

Charles Millington is a financial advisor at Millington Financial Advisors, LLC in Naperville, IL, holding a Series 65 credential with two years of industry experience. Prior to his advisory role, he worked in the food service industry and has been a full-time student for several years. Millington Financial Advisors serves individual and high-net-worth clients, families, estates, corporations, trusts, and retirement plans, offering discretionary investment management along with financial planning, pension consulting, and retirement-plan advisory services. The firm integrates tax planning and estate-planning facilitation into its services and manages portfolios using a diversified approach that includes equities, fixed income, mutual funds/ETFs, alternative investments, and third-party managers.

Luke Lamar is a CFP® and CFA® affiliated with Timothy Financial Counsel, Inc. in Wheaton, IL, with six years of industry experience. He previously worked at First Trust for four years before joining Timothy Financial Counsel in 2020. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that offers project-based advice and individual consultations on topics such as retirement planning, tax strategies, and estate planning. The firm serves individuals, families, businesses, and other entities, emphasizing asset allocation and diversified exposure through no-load mutual funds and ETFs while focusing on advisory and implementation coaching rather than ongoing portfolio management.

Vincent Harambasic III is a CFP® with 21 years of industry experience, currently serving at Pinnacle Financial Group LLC. His prior roles include positions at Wells Fargo Clearing, JP Morgan Securities, Strategic Advisors, Inc., and Fidelity Investments. He is the managing member of ThreePillar Assets, LLC, which owns 50% of Pinnacle Financial Group. Pinnacle Financial Group LLC is a fee-only registered investment adviser managing approximately $673 million for about 390 clients, including individuals, pension plans, and charitable organizations. The firm employs a combination of fundamental, factor, optimization, and quantitative methods alongside modern portfolio theory to tailor portfolios, offering both financial planning and investment management services.

Phillip Johnson is a financial advisor with Rothschild Wealth LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Rothschild Wealth LLC since 2018 and also holds leadership roles within affiliated entities. 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 utilizes asset-allocation models and various quantitative tools to manage portfolios across multiple investment vehicles, offering services that include financial planning, retirement consulting, and coordination of tax and estate planning.

Trevor Mcghie is a CFP® and Series 65 licensed advisor with one year of experience, currently with Serenity Investment Advisors. His prior experience includes roles at Verity Asset Management, IMP Financial Services, and Axa Advisors, as well as four years at Cal State Fullerton. Outside of advising, he serves as a sports official for US Water Polo, Inc. Serenity Investment Advisors is a five-advisor team managing approximately $376 million for nearly 400 clients, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach based on fundamental analysis and offers multiple proprietary investment models, providing both discretionary and non-discretionary portfolio management.

Donovan Sanchez is a CFP® with 10 years of industry experience, currently serving as an advisor at Model Wealth, Inc. He has previously worked at Skyview Financial Planning, Savant Capital Management, and Northwestern Mutual. Sanchez is also a full-time financial planning instructor at the University of Illinois Urbana-Champaign. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm emphasizes a broadly passive investment approach with cost-effective, tax-aware implementation and integrates both robo-managed strategies and direct indexing within a flat annual fee structure.

Rita Bunch is a financial advisor at 4 Wealth Advisors, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and 4 Wealth Advisors since 2012. Additionally, she is involved with 4Wealth Insurance Group, where she evaluates life insurance needs. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management and comprehensive financial planning using a range of analytical methods, with a distinctive affiliation to an accounting firm and related insurance entity.

Adam Cross is a financial advisor with AMC Wealth Management, LLC in Chicago, IL, holding his Series 66 designation and 12 years of industry experience. His prior roles include positions at Northern Trust Bank and Carson Capital. He has been with AMC Wealth Management since 2020. AMC Wealth Management is a state-registered investment advisory firm that serves individuals, trusts, business entities, estates, and charitable organizations. The firm employs a strategic asset-allocation approach using exchange-traded funds and mutual funds, offering discretionary investment management alongside financial planning services within a six-advisor team.

Nicholas Martin is a financial advisor at Hemsley Advisors, Ltd. in Chicago, holding a Series 65 designation with six years of industry experience. He has been with Hemsley Advisors since 2018 and is also the sole owner of 21st Century Tax Services, Inc., a tax preparation and bookkeeping business. Hemsley Advisors, Ltd. serves individuals, charitable organizations, and corporations with portfolio management, financial planning, and consulting services. The firm emphasizes individualized investment policies, fundamental analysis, asset allocation, and a buy-and-hold strategy, managing the majority of client assets on a non-discretionary basis.