Andrew Krei is a CFA® charterholder with 10 years of industry experience. He has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients with integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets using a customized investment policy framework that combines strategic and tactical asset allocation, supported by an investment committee overseeing manager due diligence and monitoring.

Gary Gawryleski is a financial advisor at Crescent Grove Advisors with 15 years of industry experience. He has been with Crescent Grove Advisors since 2015 and holds the Series 63 designation. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, and outsourced chief investment officer solutions. The firm’s investment approach combines customized policy statements with strategic and tactical asset allocation, supported by an investment committee that oversees manager due diligence and monitoring.

Thomas Mc Guire is a financial advisor at Silver Oak Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Sentinus-Halo Securities, LLC and Morningstar Investment Services LLC. Outside of finance, he is a partner in DMC Fitness Solutions, a business that repairs and maintains fitness equipment. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other entities through a network of about 101 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs tailored to client objectives and risk tolerances, combining discretionary investment management with operational features such as ongoing model monitoring and automatic investment processes.

Theodore Buckley is a financial advisor with VestGen Advisors, LLC, holding a Series 66 credential and 11 years of industry experience. His prior experience includes roles at Triad Hybrid Solutions, Triad Advisors, Sequoia Wealth Management, and LPL Financial. Outside of his advisory work, Buckley is an author and motivational speaker, presenting seminars related to his book on retirement planning, and serves on the board of advisors for a social club in Lake in the Hills, IL. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction, utilizing third-party managers and home office strategies to serve a diverse client base including institutions and sovereign entities.

Eric Talbott is a financial advisor at Apollon Wealth Management, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Piershale Financial Group and Envestnet Asset Management. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, and insurance company clients with services that include financial planning and portfolio management, utilizing a combination of centrally managed mandates and locally managed portfolios supported by advanced technology and risk models.

Chad Tuneberg is a financial advisor with World Equity Group, Inc., holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. He has been with World Equity Group since 2009. Outside of advising, he serves as an alderman for the 3rd Ward of Rockford, Illinois, participating in municipal legislative and policy-making activities and acting as a liaison to the Rockford Area Venues & Entertainment Authority. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans, trusts, and charitable organizations. The firm offers managed portfolios through wrap-fee programs and employs a risk-tolerance questionnaire to guide asset allocation, utilizing discretionary third-party money managers and providing various portfolio management options.

Daniel Peltier is a financial advisor at CL Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cabot Lodge Securities, SB Advisory, and Raymond James & Associates. CL Wealth Management LLC serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers portfolio advisory services, financial planning, and access to the Envestnet platform, tailoring investment strategies through fundamental and technical analysis combined with custom model portfolios and ongoing monitoring.

Ralph Backe Jr. is a financial advisor at Prospera Financial Services, Inc. with 33 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Wells Fargo Advisors Financial Network LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of advisory work, he co-owns a vacation home in St. Petersburg, Florida. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Joseph Orsolini is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with World Equity Group since 2002 and also serves as President and Owner of College Aid Planners, Inc., a firm specializing in college financial aid consulting and tax preparation. Outside of his advisory roles, Orsolini is involved in youth wrestling as an assistant coach and serves as Treasurer and Board Member for Rising Tide Wrestling, a nonprofit supporting economically challenged youth in the sport. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its Adhesion Money Management wrap-fee program, utilizing third-party money managers and risk-tolerance assessments to guide investment strategies.

Keith Mooney is a CFP® and ChFC® with 31 years of experience in the financial industry. He is currently with VestGen Advisors, LLC and has held positions at firms including Triad Advisors, Sequoia Wealth Management, and LPL Financial. Outside of advising, he serves as president and organizer of Capital Financial Education Group, a nonprofit that provides educational seminars. VestGen Advisors, LLC offers investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional entities. The firm combines advisor-level client relationships with centralized portfolio construction, employing third-party managers and proprietary strategies to serve a broad range of clients.

Paul Moy is a CFP® with 47 years of industry experience, currently serving as an advisor at SPC since 2011. He is also associated with Sigma Financial Corporation during the same period. Outside of his advisory role, Moy is a licensed insurance agent appointed with various insurance companies, acts as a trustee for his own trust, and offers notary public services in Cook County, Illinois. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

David Deschamps is a CFP® with 18 years of industry experience, currently serving at Corient. His prior experience includes roles at Balasa Dinverno Foltz LLC, Ausdal Financial Partners, Inc., and KRM Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, using a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation. The firm offers specialized services including family office, tax, and corporate trustee services, and manages affiliated private fund platforms.

Scott Krzeminski is a financial advisor at William Blair with 31 years of industry experience. He has been with William Blair & Company since 2014. He holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Alan Flota is a financial advisor with Eagle Strategies (NY Life) based in Elgin, IL, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Eagle Strategies and affiliated entities in 2025, he spent 32 years working for School District U-46. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Brandi Ruffalo is a financial advisor at Independent Financial Group, LLC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Independent Financial Group since 2009. Outside of her advisory role, she owns Valuation & Forensic Partners, LLC, which provides business valuation, litigation, and divorce consulting services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a combination of firm- and third-party investment models and utilizes both passive and active management across multiple risk profiles.

Adria Siewert is a ChFC® and Series 66 credentialed advisor with 18 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC and its affiliated entities since 2013, and previously worked at LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and a structured rebalancing process.

John Pestikas is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with PNC investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account accessible to employees with existing PNC Bank online credentials. Their approach uses approved strategies executed via mutual funds and ETFs, relying on algorithmic risk assessments and delegating portfolio management and proxy voting to third parties.

Jerome O'Reilly is a financial advisor at PlanMember Securities Corporation with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Vista Financial Group Ltd. and OSAIC. O'Reilly is also involved in insurance sales and services through his sole proprietorship, Vista Financial Group Ltd. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education, support, and personalized retirement planning to its clients.

Kristina Denton is a financial advisor at Corient with 11 years of industry experience. She holds a Series 65 designation and has worked at Corient and its affiliated entities since 2022, following eight years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Scott Farwell is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2022. Prior to that, he was with TD Ameritrade for five years and Edge Financial Advisors for one year. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.