Gabriella Kent is a financial advisor at Rothschild Wealth LLC with seven years of industry experience. She holds a Series 65 designation and has been with Rothschild Wealth since 2017. Prior to that, she was a student for ten years. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients by providing portfolio management, financial planning, and retirement and investment consulting. The firm employs asset-allocation models informed by tax, estate, cash-flow, and risk considerations, using a range of investment vehicles and ongoing portfolio monitoring.

James Borello is a financial advisor with James T. Borello & Co. in East Dundee, IL, holding a Series 63 designation and over 41 years of industry experience. He has been with the firm since 1985. James T. Borello & Co. serves individuals, high-net-worth clients, family offices, small businesses, trusts, and other legal entities, managing approximately $514 million across about 700 client relationships with a four-advisor team. The firm offers discretionary portfolio management and comprehensive financial planning services, using asset-allocation models tailored to client goals and employing quantitative analysis and third-party software in managing diversified portfolios.

Peter Vick is a financial advisor at Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Monere Investments Inc. since 2015. Monere Wealth Management is a team-based advisory firm managing approximately $312 million in client assets, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm provides financial planning, portfolio management, and pension consulting through advisory accounts on the Pershing platform, with a focus on predominantly non-discretionary management and offering various client-directed advisory options.

Christina Castrejon is a CFP® with 21 years of industry experience. She has worked at SAGE Private Wealth Group, LLC since 2023 and previously spent 18 years with Calamos Wealth Management LLC and Calamos Financial Services LLC. SAGE Private Wealth Group is an SEC-registered advisory firm that serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm provides wealth management and discretionary portfolio management with a client-specific process that includes tailored asset allocation, ongoing portfolio monitoring, and use of various investment vehicles alongside family office support and fiduciary services.

Andrew Napoli is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Goldstone Financial Group, LLC and previously worked at Fidelity Investments, Fidelity Brokerage Services LLC, and Northern Trust Company. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across roughly 1,675 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, implementing strategies that include mutual funds, ETFs, fixed income, and select alternative investments.

Mark Stephens is a CFP® and Series 66-registered advisor at Pendulum Wealth Partners with five years of industry experience. Prior to joining Pendulum, he worked at Ameriprise Financial Services, LLC. Outside of advisory work, he is the owner of Bomark Cleaning Service Inc., a janitorial business. Pendulum Wealth Partners is a team of nine advisors serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and family office services. The firm employs a fundamental, primarily long-term investment approach using diversified portfolios and operates under common control with an affiliated tax and accounting firm.

Jeffrey Thrana is a CFP® with 26 years of industry experience, currently serving as an advisor at Pendulum Wealth Partners. His prior experience includes roles at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and Wells Fargo Funds Management. Outside of his advisory work, he is involved in real estate rental activities. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, diversified investment approach and offers discretionary portfolio management, financial planning, and family office services.

Justin Reppy is a financial advisor at Goldstone Financial Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Goldstone Financial Group since 2015, including a prior role at TCM Securities, Inc. He is also a licensed insurance agent offering life and fixed annuity sales. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm employs a documented investment process using fundamental, technical, and quantitative methods, offering portfolio management, written investment policy statements, and a variety of account options including wrap-fee programs with sub-advised model portfolios.

Bryan Stiger is a CFP® professional with 18 years of experience in the financial industry. He is currently affiliated with Wellment Financial as part of an 11-advisor team. Bryan's prior experience includes roles at Betterment LLC and TIAA-CREF. He is also a licensed insurance agent involved in insurance planning and implementation through FSR Insurance Planning, Ltd. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions. The firm focuses on retirement planning and tax strategies, offering diversified model portfolios and utilizing a sub-advisor platform with distinctive operational features including affiliations with accounting and insurance firms.

David Willeumier is a financial advisor at Strategic Asset Management LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Dempsey Lord Smith, LLC and RDA Financial Network, Inc. Willeumier is also involved with Junior Achievement. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm’s investment approach integrates fundamental, quantitative, and technical analysis, focusing on long-term strategies supplemented by shorter-term tactics as needed.

Mark Berg is a CFP® and holds a Series 65 license with 25 years of experience in financial advising. He has been with Timothy Financial Counsel, Inc. since 2000. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm focuses on project-based advice in areas such as retirement planning, tax strategies, and risk management, operating on a time-based billing model without custody of client funds or discretionary authority.

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.

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.

Andrew Wykretowicz is a financial advisor at Monere Wealth Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Monere Wealth Management since 2015. Outside of his advisory role, he teaches English as a Second Language at the College of DuPage. Monere Wealth Management is a team-based firm with nine advisors managing approximately $312 million in client assets. The firm serves primarily individual and high-net-worth clients, as well as pension plans, charities, and business accounts, offering financial planning and portfolio management through both discretionary and predominantly non-discretionary advisory relationships.

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.

Kevin Silverman is a CFA® charterholder with 19 years of experience in the financial industry. He is currently a member of the team at Carmel Capital Partners, LLC and also serves as owner of Madison Partners, L.C., a business involved in research, publishing, and content creation. In addition to his advisory roles, Silverman teaches investing and portfolio management at the University of Wisconsin-Milwaukee. Carmel Capital Partners provides investment management and advisory services to individual and institutional clients, including high-net-worth investors and pension plans. The firm emphasizes fundamental valuation focused on free cash flow and capital preservation, utilizing customized portfolios, model portfolios, and allocations to mutual funds and ETFs, and it serves as a private fund sponsor and manager for multiple investment vehicles.

Jennifer Karch is a CFP® with 13 years of industry experience, currently serving as an advisor at Carter Financial Group, Inc. She previously worked at Voya Financial Advisors for five years and has been with Carter Financial Group since 2011. Outside of her advisory role, she also works as a model under the name Jennifer Yune. Carter Financial Group is a five-advisor team managing approximately $382 million for individual and institutional clients. The firm utilizes proprietary model portfolios and a combination of quantitative, technical, and statistical analysis to guide investment decisions, offering both discretionary and non-discretionary management along with financial planning services.

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.