Travis Buoy is a financial advisor with River Street Advisors, LLC, holding a Series 65 credential and three years of industry experience. He also works as an investment research analyst for Old Second National Bank’s wealth management department. Prior to his advisory role, Buoy was employed at St. Charles Country Club for eight years. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual clients, high-net-worth individuals, institutional, and charitable entities. The firm uses written investment policy statements, model portfolios, and a combination of quantitative and fundamental analysis to manage diversified portfolios, including the use of derivatives and option strategies.

Lisa Bussenger is a financial advisor with Rothschild Wealth LLC and holds a Series 65 designation. She has 15 years of industry experience, including prior roles at Kinetic Investment Management, Inc. and Global Financial Private Capital. Bussenger also owns Bussenger Insurance & Financial Services, LLC. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executives, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm uses asset-allocation models tailored to client goals and employs quantitative methods and third-party software to manage diversified portfolios.

Charles Carey is a financial advisor at Wellment Financial with a Series 65 designation and four years of industry experience. He has worked at FSR Insurance Planning, Ltd. and FSR Wealth Management Ltd. since 2020. Carey is also a licensed insurance agent assisting with life insurance and fixed annuity products. Wellment Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm uses vetted model portfolios and a sub-advisor platform focused on tax-aware retirement planning, managing approximately $237 million in discretionary assets.

Steven Franzen is a financial advisor at Vertex Partners with 25 years of industry experience. He holds the PFS™ designation and Series 66 license. Franzen has held roles at LPL Financial since 2009 and operates his own CPA firm, Steven P. Franzen, CPA, PC, providing tax preparation and accounting services. He also acts as a trustee for family trusts. Vertex Partners serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering financial planning, investment management, and retirement consulting. The firm customizes portfolios based on clients’ risk tolerance and goals, utilizing a range of investment vehicles and third-party platforms, and maintains an affiliation with an accounting firm that provides additional tax and consulting services.

Luke Baumgarten is a financial advisor at Harvest Investment Services, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Harvest since 2014. Harvest Investment Services, LLC manages approximately $534 million in client assets and offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services. The firm serves a diverse client base through a multi-advisor team structure and employs an actively managed tactical investment approach tailored to client objectives and risk tolerance.

Ryan Kahlenberg is a financial advisor with Leelyn Smith, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at LPL Financial since 2022 and was previously with Kahlenberg Wealth Partners/Berthel Fisher & Co. and Dunham & Associates Investment Counsel, Inc. Since 2022, he provides investment advisory services through Leelyn Smith, LLC. Leelyn Smith, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and trusts. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing multiple technology platforms and investment strategies that include equities, fixed income, mutual funds, ETFs, and private investment funds for qualified clients.

Linda Foltos Mahler is a financial advisor with Signature Financial Services, Ltd, holding a Series 66 designation and 26 years of industry experience. She has been associated with Signature Financial Services since 1999 and First Heartland Capital, Inc. since 2001. In addition to her advisory roles, Mahler operates Mahler Financial Services and provides tax and accounting services through Linda F. Mahler, CPA. Signature Financial Services offers investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation driven investment approach based on modern portfolio theory, utilizing model portfolios and institutional strategists across various asset classes while emphasizing periodic rebalancing and risk-based guidelines.

Steven Mc Gowan is a CFP® and CFA® credentialed financial advisor with 11 years of industry experience. He is currently with Rothschild Wealth LLC and has prior experience at Wealth Enhancement Group, LPL Financial, and CLA Financial Advisors. Mc Gowan also provides investment brokerage services through Rothschild Investment, LLC. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executives, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm utilizes asset-allocation models tailored to client objectives and employs a range of investment vehicles and tools, including third-party software and sub-advisers, to implement and monitor portfolio strategies.

Ma Navarro is a CFP® professional with Capstone Financial Advisors Inc in Downers Grove, IL. Navarro joined the firm in 2023 and has prior experience in education and instructional computing services. Capstone Financial Advisors serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering portfolio management and financial planning with an emphasis on asset allocation, cost control, and tax positioning. The firm manages approximately $2.44 billion in client assets and provides access to private fund investments and in-house tax services.

Khaled Taha is a financial advisor with SAGE Private Wealth Group, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Raymond James Financial Services from 2011 to 2020 and has held leadership roles in several affiliated SAGE entities since 2014. Outside of advisory, he serves as managing member or owner of related businesses, including SAGE Tax Advisory and SAGE Advice Group Enterprises, where he focuses on strategic and entrepreneurial guidance. SAGE Private Wealth Group is an SEC-registered advisory firm serving individual investors, high-net-worth families, and employer retirement plans. The firm offers discretionary portfolio management and coordinated planning through a multi-advisor team, integrating services with affiliated firms such as SAGE Tax Advisory to provide comprehensive wealth management and family office solutions.

Sean Papreck is a financial advisor with Wellment Financial in Elmhurst, IL, holding a Series 65 credential and nine years of industry experience. He has worked at FSR Wealth Management, LTD., FSR Insurance Planning, Ltd., and FSR Certified Public Accountants, Ltd., where he also occasionally provides accounting and tax advice. Papreck is a licensed insurance agent assisting clients with life insurance and fixed annuity products. Wellment Financial offers investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm uses vetted model portfolios and a sub-advisor platform emphasizing tax-aware retirement planning, managing approximately $237 million in discretionary assets.

Daniel Knapp is a financial advisor at Rothschild Wealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Abbott Labs for 12 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 uses a combination of quantitative and qualitative analysis, asset-allocation models, and ongoing monitoring to manage client portfolios.

Jack Dykema is a CFP® professional at RAI Wealth with two years of industry experience. He previously worked at Indiana Wesleyan University and the Chicago Golf Club. RAI Wealth provides investment advice and planning services to individuals, high-net-worth clients, families, trusts, estates, corporations, and small businesses. The firm uses risk-based proprietary model portfolios and modern portfolio theory, incorporating various investment strategies and third-party managers to tailor portfolios and deliver ongoing financial and tax planning services.

Thomas Fogelsong III is a financial advisor at Harvest Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in education and the gig economy, including roles at Illinois State University and DoorDash. Harvest Investment Services, LLC manages approximately $534 million in client assets and offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and other advisory services to a diverse client base that includes individuals, retirement plans, trusts, and corporations. The firm employs an actively managed tactical strategy utilizing a range of analytical approaches and offers specialized services such as held-away 401(k) management and ERISA 3(38) investment management.

Jeffrey Gritis is a CFP® with 22 years of industry experience, currently serving at Bentley Financial Group since 2014. He has also worked with LPL Financial and Waterstone Financial Group, and operates Gritis & Associates, where he provides tax preparation services. Bentley Financial Group offers investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs fundamental analysis and third-party independent managers, providing both asset management and retirement-plan advisory services while managing approximately $393 million in discretionary client assets.

Thomas Castronovo is a financial advisor with Total Clarity Wealth Management, Inc, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, and Criterion Wealth Advisors. Outside of his advisory work, he serves as a program director and coach for boys' and girls' tennis programs at Benet Academy High School and provides tennis instruction at the Naperville Tennis Club. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and specialized advisory services, utilizing a range of investment strategies from conservative wrap programs to more active approaches involving derivatives and leverage.

Sean Condon is a CFP® professional with 15 years of industry experience. He is currently with Rothschild Wealth LLC and previously spent 19 years at Perritt Capital Management. 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 uses both quantitative and qualitative analysis to implement asset-allocation models that consider tax, estate, cash-flow, and risk factors, employing a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party managers.

Robert Borchardt is a financial advisor at SAGE Private Wealth Group, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial and Rlb Financial Services, Inc. since beginning his tenure at SAGE in 2016. SAGE Private Wealth Group is an SEC-registered advisory firm that serves individual investors, high-net-worth families, and employer retirement plans with wealth management, financial planning, fiduciary retirement-plan services, donor-advised fund advice, and family office offerings. The firm uses a multi-advisor team approach to provide discretionary portfolio management and coordinated planning tailored to clients' goals and risk tolerances.

Elizabeth Gieser is a financial advisor at Timothy Financial Counsel, Inc. She holds a Series 65 designation and has one year of industry experience. Her prior work includes roles at Apriem Advisors and Wright Ford Young & Co. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on a range of financial topics and uses a time-based billing model, favoring diversified exposure through no-load mutual funds and ETFs with an emphasis on asset allocation and rebalancing.

Maria Wilson is a CFP® with 42 years of industry experience, currently serving as an advisor at Total Clarity Wealth Management, Inc. in Naperville, IL. Her prior roles include positions at LPL Financial and Cetera Advisor Networks. She is also a board member of the Naperville Noon Lions service club. Total Clarity Wealth Management is a multi-advisor firm providing wealth management and financial planning services to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, retirement planning, 401(k) advisory, and donor-advised fund services, utilizing a range of investment strategies including model portfolios, third-party managed accounts, and in-house programs.