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 is a financial advisor at Greenstone Belt Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at ORBA Wealth Advisors, LPL Financial, IHT Wealth Management, and BMO Private Bank. Greenstone Belt Wealth Advisors, LLC is a small supported firm serving individuals, families, estates, trusts, and retirement plans. The firm’s investment approach focuses on modern portfolio theory, diversification, tax-aware decisions, and fee minimization, with portfolios tailored to clients’ goals and risk tolerance.

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 is a CFP® with 20 years of industry experience, currently serving at Pinnacle Financial Group LLC. His prior positions include roles at Wells Fargo Clearing Services, JP Morgan Securities, and Fidelity Investments. He is the Managing Member of ThreePillar Assets, LLC, which owns half of Pinnacle Financial Group. Pinnacle Financial Group LLC is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized financial planning and investment management, using a process that integrates modern portfolio theory, factor investing, and third-party research.

Phillip Johnson is a financial advisor at Rothschild Wealth LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rothschild Wealth since 2018. Johnson also serves as President of Rothschild Wealth LLC and Managing Director of Rothschild Investment LLC. 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 uses asset-allocation models tailored to client objectives and risk tolerance, employing quantitative methods and third-party software alongside discretionary and non-discretionary portfolio management.

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 with 31 years of industry experience, currently serving at 4Wealth Advisors, Inc. and Purshe Kaplan Sterling Investments. She holds the Series 63 and Series 65 designations. In addition to her advisory roles, she is involved with 4Wealth Insurance Group, where she evaluates life insurance needs and assists with applications. 4Wealth Advisors, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers customized investment strategies and operates affiliated accounting and insurance entities as part of an integrated service model.

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.

Cooper Perry is a financial advisor at Embree Financial Group with nine years of industry experience. He has held positions at McAdam LLC and Purshe Kaplan Sterling Investments prior to joining Embree Financial Group. Perry holds Series 63 and Series 65 licenses. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals, families, trusts, and institutional clients. The firm serves both high-net-worth and non-HNW individuals, managing portfolios with a combination of fundamental, technical, and cyclical analysis implemented primarily through no-load mutual funds, ETFs, and individual securities.

Michael Thrasher is a CFP® professional at Timothy Financial Counsel, Inc. in Wheaton, IL, with nine years of industry experience. He has been with Timothy Financial Counsel since 2015. 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 range of financial topics and emphasizes a time-based billing model with no custody of client funds or discretionary authority, focusing on advisory and implementation coaching rather than ongoing portfolio management.

Christopher Gonzales is a financial advisor at 4Wealth Advisors, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at Brickwork Financial Planning, Ltd., 4Wealth Advisors, Inc., IPI Wealth Management, Inc., and Investment Planners Inc. Gonzales also works as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. 4Wealth Advisors, Inc. serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, modular financial planning, and pension consulting, utilizing customized accounts, model portfolios, and various investment strategies with ongoing monitoring and reviews.

Luke Novak is a financial advisor at Rothschild Investment LLC with 20 years of industry experience. He has been with Rothschild Investment Corp. since 2004 and holds a Series 66 designation. Rothschild Investment serves individuals, families, trustees, corporations, pension and profit-sharing plans, retirement plan sponsors, foundations, and other institutional clients. The firm provides portfolio management, financial planning, retirement plan consulting, and third-party sub-adviser selection, using asset-allocation models tailored to clients’ objectives and employing a variety of investment vehicles and analytical methods.

John Gritis is a financial advisor with Bentley Financial Group in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Bentley Financial Group since 2014 and has prior experience at LPL Financial LLC and Domino, Gritis & Co. Gritis is also a one-third owner of a manufacturing company and provides tax preparation and corporate accounting services through his firm, Gritis & Associates, Ltd. Bentley Financial Group offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary client assets, employing fundamental analysis, hedging strategies when appropriate, and third-party independent managers, with ongoing portfolio monitoring and formal annual reviews.

Randall Bruns is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Model Wealth, Inc. He has held roles at HighPoint Advisor Group and LPL Financial prior to joining Model Wealth. Model Wealth is a fee-only advisory firm that serves individuals, families, estates, trusts, high-net-worth clients, and small businesses. The firm uses a passive, cost- and tax-efficient investment approach, employing ETFs, mutual funds, individual equities, fixed income, and direct indexing strategies, supported by digital tools and collaboration with other professionals.

Allan Peil is a financial advisor at Vertis Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Trifound Advisory, LLC and Northwestern Mutual. In addition to his advisory role, he is also an insurance agent offering insurance products and services. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, with services tailored to client objectives.

Michael Adler is a CFP® with 14 years of industry experience, currently serving at Rothschild Wealth LLC and Rothschild Investment, LLC since 2025. He previously worked at Goldman Sachs & Co. LLC from 2021 to 2025 and The AYCO Company, L.P./Mercer Allied from 2010 to 2021. Mr. Adler is also a licensed insurance agent and registered representative, providing securities brokerage and insurance services on a commission basis. 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 a client-focused approach to asset allocation, utilizing quantitative and qualitative analysis along with ongoing portfolio monitoring.

Joshua Beachler is a CFP® and holds a Series 66 license, with nine years of industry experience. He is currently with Goldstone Financial Group, LLC and previously worked at Clearwater Capital Partners and Bank of America, N.A. from 2016 to 2019. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party models, employing strategies that include mutual funds, ETFs, fixed income, and select alternative investments.