Jeremy Reiland is a financial advisor at Vantage Point Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prosperity Capital Advisors and The Chamberlin Group. Outside of his advisory role, he is a licensed insurance agent with Reiland Financial Group, offering life and health insurance products and Medicare planning. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners by providing investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost funds and ETFs, with flexibility to include alternative investments and tax-sensitive strategies.

Michael Walschot is a financial advisor at Total Clarity Wealth Management, Inc. in Naperville, IL, holding a Series 66 designation with 15 years of industry experience. He has worked at LPL Financial and CETERA Advisor Networks, and served as an adjunct and accounting instructor for 14 years. In addition to his advisory role, he has involvement with tax preparation and accounting services. Total Clarity Wealth Management provides wealth management and financial planning to individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors. The firm offers discretionary portfolio management and customized asset allocations, utilizing a variety of investment vehicles and third-party managed programs, with an emphasis on regular account monitoring and specialized strategies for sophisticated investors.

Robert Wootton is a CFP® professional with 15 years of industry experience, currently serving at Capstone Financial Advisors Inc in Downers Grove, Illinois. His work history includes roles at USAA Financial Advisors, Inc and USAA Financial Planning Services, spanning over a decade prior to his current position. Capstone Financial Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach focuses on asset-class allocation, cost control, and tax efficiency, using a diversified mix of investment vehicles and a multi-year outlook, while also offering in-house tax preparation and pension plan consulting.

Vanessa Croessmann is a financial advisor at Total Clarity Wealth Management, Inc with three years of industry experience. She holds a Series 65 designation and has worked at Wall Street Financial Advisors and as a self-employed financial planner. In addition to her advisory role, she is an independent licensed insurance agent focusing on life, accident, and health insurance. Total Clarity Wealth Management serves individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors, offering discretionary portfolio management, financial planning, and donor-advised fund support. The firm employs customized asset allocations using various investment vehicles and maintains several offices with affiliations to legal, real estate, and accounting professionals.

John Hillman is a CFP® and ChFC® with 41 years of experience in the financial industry. He has worked at Purshe Kaplan Sterling Investments and Fiduciary Financial Partners, LLC since 2012. Outside of his advisory role, he serves as a trustee managing investments for a family trust. Fiduciary Financial Partners serves individuals, including high-net-worth households, and employer-sponsored retirement plans by providing comprehensive wealth management, financial planning, and retirement plan advisory services. The firm employs a team-based approach, managing approximately $293 million in assets across five offices.

John McGrath is a Series 65 licensed advisor at Rothschild Wealth LLC with 10 years of industry experience. He has been involved with Sentinus, LLC since 2014. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm’s investment process focuses on asset allocation models supported by quantitative analysis, with implementation through various securities and sub-advisers.

Ryan Kaczmarek is a CFP® and Series 65-licensed advisor with five years of industry experience. He is currently with Harvest Investment Services, LLC and Envoy Advisory Inc., having previously worked at Paulson Wealth Management Inc. from 2020 to 2024. He also serves as a co-trustee for a family trust managing his mother’s investment accounts. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charities, corporations, and other advisers. The firm employs an actively managed tactical strategy using fundamental, technical, cyclical, and charting analysis across a diverse client base through a multi-advisor team structure.

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 Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Rothschild Wealth LLC, where he has worked since 2024. His prior experience includes roles at AlphaCore Capital LLC, Catalyst Wealth Management, Bank of America, and Merrill Lynch. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executives, trusts, retirement plans, and other institutional clients. The firm’s investment approach focuses on asset-allocation models supported by quantitative analysis and client input, implementing portfolios through mutual funds, ETFs, individual securities, or sub-advisers.

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 with Rothschild Wealth LLC in Oakbrook, IL, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked with Rothschild Wealth LLC since 2012 and has prior experience at Halo Securities, LLC, World Equity Group, and Osaic FA, Inc. He is also a licensed life and health insurance agent. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm’s investment approach centers on asset-allocation models supported by quantitative analysis and offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

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. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Vertex Partners, he worked at LPL Financial and TPOD. Outside of his advisory work, he serves as head coach for the Chicago Blaze Rugby Club. Vertex Partners provides financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, and charitable and corporate entities. The firm’s investment approach incorporates asset allocation, diversification, and behavioral finance using a combination of active and passive strategies through various managed portfolios and third-party platforms.

Jennifer Clark is a financial advisor at Goldstone Financial Group, LLC, holding a Series 65 designation with over 18 years of experience as a CPA and three years with BSG Advisers prior to joining Goldstone. She has been with Goldstone Financial Group since 2026. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across a diverse client base. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, employing a range of strategies including mutual funds, ETFs, fixed income, and alternatives, with ongoing portfolio monitoring and formal annual reviews.

Tyler Carlson is a financial advisor at Millington Financial Advisors, LLC in Naperville, IL. He holds a Series 65 license and has been with the firm since 2025. Prior to joining Millington, he was affiliated with Richmond and has educational experience from the University of Iowa. Millington Financial Advisors serves individuals, high-net-worth clients, families, and various organizations with discretionary investment management, financial planning, retirement-plan consulting, and portfolio management. The firm integrates tax planning and estate-planning facilitation alongside its core services and employs a combination of cyclical, fundamental, and technical analysis to guide its investment strategies.

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.

Sean Prendergast is a financial advisor at MPS-LORIA Financial Planners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Charles Schwab, and Hightower. Outside of his advisory role, he serves as a high school football official for the Chicago Catholic League. MPS LORIA Financial Planners, LLC serves individual clients, including high-net-worth individuals, as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a predominantly discretionary, open-architecture investment approach focused on diversified allocations using no-load mutual funds and ETFs, supported by quantitative screening and research from Fiducient Advisors.

Corey Schmidt is a CFP® professional with 28 years of experience in the financial industry, currently serving at IntentGen Financial Partners in Naperville, IL. His career includes long tenures at Thrivent Financial and Purshe Kaplan Sterling Investments. Schmidt holds board positions at All Saints Catholic Academy and Luther College and serves on the board of directors and as Vice Chair of Grounds at Cress Creek Country Club. IntentGen Financial Partners is a multi-advisor team firm managing approximately $756 million, providing asset management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and profit sharing plans, and corporate clients. The firm employs a diverse investment approach that integrates modern portfolio theory, fundamental and technical analysis, quantitative models, and manager research.