Brendon Pierce is a financial advisor with Chicago Oakbrook Financial Group, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Allianz Global Investors and Commonwealth Financial Network. Outside of his advisory work, he is the owner of Fox Hill Ventures, LLC. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm employs a wide range of securities and investment strategies tailored to client objectives and maintains an institutional relationship with Raymond James for custodial and research support.

Gregory Benner is a financial advisor with Vertex Partners in Downers Grove, IL, holding CFP® and ChFC® designations and over 24 years of industry experience. His prior experience includes roles at Highpoint Advisor Group, LPL Financial, Chase Investment Services, and Banc One Securities. Benner is also involved in an accounting practice, Vertex Accounting Partners, LLC, which offers tax preparation and CPA services. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities. The firm’s investment approach focuses on asset allocation, diversification, and behavioral finance, utilizing a combination of active and passive strategies across various investment vehicles and third-party platforms.

James Bailey is a financial advisor at Stenger Family Office, LLC with a Series 65 credential and experience in the industry dating to 2022. He previously worked at Brown Brothers Harriman and Northern Trust Company. Stenger Family Office serves a diverse client base including individuals, trusts, and pension plans, managing approximately $735 million. The firm offers tailored portfolio management, financial planning, and family office services, using a combination of mutual funds, ETFs, and independent managers, supported by factor analysis and an investment committee.

Abigail Loria is a financial advisor with MPS-LORIA Financial Planners, LLC and holds a Series 65 designation. She has prior experience working in various roles including freelance acting and employment at several companies before joining the firm. Outside of finance, she works as a freelance actress, involved in auditioning, rehearsing, and performing. MPS-LORIA Financial Planners, LLC serves individuals, including high-net-worth clients, as well as corporations, charitable organizations, and trusts, providing investment advisory services, financial planning, and pension consulting. The firm employs a predominantly discretionary, open-architecture investment approach focused on diversified allocations primarily using no-load mutual funds and ETFs.

Laura Fasan is a financial advisor at Providence Wealth Advisors, LLC with 29 years of industry experience. She holds a Series 66 designation and has worked at firms including First Midwest Bank, LPL Financial, infinex Investments, Inc., and Standard Bank & Trust. She is also licensed in variable, life, and health insurance. Providence Wealth Advisors, LLC is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and state or municipal government entities. The firm uses asset-allocation models based on modern portfolio theory and offers portfolio management, financial planning, and estate planning services.

Gregory Wolf is a financial advisor at Hunter Capital Management in Lombard, IL, with 44 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PWMCO, LLC for 17 years before joining Hunter Capital Management in 2020. Hunter Capital Management is an SEC-registered investment adviser serving high-net-worth individuals, pooled investment vehicles, and other 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.

Christopher Huston is a financial advisor at Vertex Partners with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including LPL Financial and Highpoint Advisor Group, LLC, now operating as Vertex Planning Partners. Huston is also involved with Reflexivity LLC, a non-investment-related business entity used for tax and investment purposes. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and various entities through financial planning, investment and wealth management, and consulting. The firm’s investment approach combines asset allocation, diversification, and behavioral finance using both active and passive strategies implemented via multiple platforms and tax-aware overlays.

Yamilet Suarez is an advisor at River Street Advisors, LLC with 11 years of industry experience. She holds the Series 65 and Series 66 designations and has worked at River Street Advisors since 2019. Prior to this, she was with LPL Financial from 2015 to 2019 and has served as an AVP Wealth Advisor in the Wealth Management Department at Old Second National Bank since 2013. River Street Advisors provides discretionary portfolio management and financial planning to individual clients, including high-net-worth individuals, as well as state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in assets across about 477 client relationships using a combination of quantitative analysis, fundamental and technical research, and derivative strategies where appropriate.

Aliasgar Mithaseth is a financial advisor at Unique Wealth Strategies with a Series 65 designation and one year of industry experience. His prior roles include positions at Madison Partners, ASK Investment Managers, and various banking institutions in India. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm’s investment approach combines fundamental, technical, quantitative, and modern portfolio theory methods, and it sponsors its own wrap-fee program while facilitating access to alternative managers.

Bradley Johnson is a CFP®, CFA®, and Series 65 credentialed advisor at River Street Advisors, LLC with 16 years of industry experience. He has worked at River Street Advisors and Old Second National Bank since 2010 and serves as Vice President and Senior Trust Investment Officer for the bank's Wealth Management Department. River Street Advisors, a subsidiary of Old Second National Bank, manages approximately $539 million in client assets, providing discretionary portfolio management and financial planning to individuals, institutions, and charitable organizations through a team of ten advisors. The firm employs a mix of quantitative, fundamental, and technical analysis and utilizes derivative strategies within separately managed accounts when appropriate.

Jack Rizzi is a CFP® professional with one year of industry experience, currently with Dew Wealth Management. Prior to joining Dew Wealth Management, he worked at Patrick M. Sweeney & Associates, Inc. and has held roles in education and fitness. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering family-office style programs, financial planning, retirement consulting, and investment management. The firm provides both discretionary and non-discretionary investment management and coordinates with clients’ other professionals as part of its multi-month programs and Wealth Builder curriculum.

Chad Nolte is a financial advisor at Model Wealth with a Series 65 credential and no prior industry experience. His background includes roles at RSM US LLP and Walgreens, among other positions. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm follows a broadly passive investment approach emphasizing cost-effective, tax-aware implementation and integrates robo-managed strategies and direct indexing within a flat annual fee structure.

Shane Swanson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding CFP® and ChFC® designations and over 32 years of industry experience. His prior roles include positions at New York Life Insurance Company and Eagle Strategies. Swanson is also licensed as an insurance agent, focusing on life, annuity, disability, and long-term care insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Michele Strauts is a financial advisor with Ausdal Financial Partners, Inc. in Park Ridge, IL, holding a Series 66 designation and 22 years of industry experience. She has been with Ausdal Financial Partners since 2010. Outside of her advisory work, Michele is an online influencer focusing on interior design, seasonal decor, and table setting. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across a wide range of investment products.

Michael Kassab is a CFA® charterholder with 21 years of industry experience. He has been with Calamos Wealth Management LLC since 2014 and also holds roles at affiliated entities including Calamos Advisors LLC and Calamos Financial Services LLC. Calamos Wealth Management offers discretionary wealth management, financial planning, and institutional advisory services for high-net-worth clients, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment approach integrates asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a range of individual securities, mutual funds, ETFs, and private investment funds.

Arash Kadivar is a Certified Financial Planner® with 15 years of industry experience. He is currently affiliated with Highpoint Planning Partners and has held positions at firms including LPL Financial and Charles Schwab. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, employing fundamental analysis to construct diversified portfolios across multiple asset classes and utilizing various third-party and LPL-sponsored platforms.

Dennis Wojcicki is a financial advisor at Forum Financial Management, LP with 28 years of industry experience. He has been with Forum Financial Management since 2013 and previously worked at DSL Group from 1997 to 2013. He holds a Series 63 designation. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turn-key asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

John Vires is a CFP® and CFA® with 10 years of industry experience. He is currently a financial advisor at Forum Financial Management, LP and also provides financial advice through Mathieson, Moyski, Austin & Co., an accounting firm. Outside of his advisory roles, he volunteers with the Lions Club of Wheaton and serves as a Park Commissioner for the Wheaton Park District. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing primarily Modern Portfolio Theory-based portfolios using institutional mutual funds, ETFs, and other fixed income strategies.

Craig Ibrahim is a financial advisor with Highpoint Planning Partners, holding a Series 66 credential and 22 years of industry experience. He has worked at Highpoint Advisor Group, LLC since 2016 and has been affiliated with LPL Financial since 2009. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and operates a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles to implement client portfolios.

Richard Kitick is a CFP® professional with 22 years of industry experience. He has been with Highpoint Planning Partners, doing business as OnPath Financial, since 2013 and has also been associated with LPL Financial since 2007. Outside of his advisory work, he is involved in amateur hockey as an assistant coach and a referee in the Chicagoland area. HighPoint Advisor Group serves a broad client base including individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, implementing portfolios through fundamental analysis and a variety of investment vehicles across multiple platforms.