Bret Petersen is a financial advisor at Rothschild Wealth LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC. 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 comprehensive approach that incorporates asset allocation models considering tax, estate, cash-flow, and risk factors, utilizing a range of securities and third-party managers with ongoing monitoring and reporting.

Cheryl Krueger is a CFP® with 19 years of experience in financial advising. She is currently with Vantage Point Financial, LLC, a team-based firm, where she has worked since 2026. Her prior experience includes leadership roles at Growing Fortunes Financial Partners and CGN Advisors, LLC. She serves as Managing Member of Growing Fortunes Financial Partners LLC, which provides administrative support for her activities at CGN Advisors. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners offering investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, along with discretionary portfolio management and integrated planning advice.

Christopher Knappstein is a CFP® with 15 years of industry experience and is currently a wealth management officer at Old National Bank. He has worked at 1834 Investment Advisors Co. since 2023 and previously held roles at LPL Financial and First Midwest Bank. He divides his time between his duties at Old National Bank and his advisory work. 1834 Investment Advisors Co. 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, asset allocation, and uses both internally developed and external models, operating as a wholly owned subsidiary of Old National Bancorp with a close relationship to Old National Bank.

Jeffrey Kautz is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Hunter Capital Management. His prior experience includes nine years at Ballast Equity Management. Hunter Capital Management is an SEC-registered investment adviser with approximately $1.09 billion in assets under advisement and a seven-advisor team. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and investment companies through discretionary portfolio management, sponsored pooled vehicles, private funds, and a registered mutual fund.

Elliot Lauzen is a financial advisor at Grey Fox Wealth Advisors, LLC in Hinsdale, IL. He holds Series 65 and Series 63 licenses and has no prior industry experience as a financial advisor. Lauzen has worked at Flexpoint Ford, LLC since 2017 and Altaris Capital Partners, LLC from 2013 to 2016. In addition to his role at Grey Fox, he provides consulting and board member services related to Flexpoint Ford's investments in healthcare-focused companies. Grey Fox Wealth Advisors is a Delaware-registered advisory firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $699 million in assets through customized portfolios that utilize low-cost mutual funds and ETFs, blending academic, fundamental, and technical analysis, with the ability to incorporate individual securities and alternatives.

Derek Fraley is a financial advisor at LCM Capital Management Inc. with 15 years of industry experience. He holds the Series 65 designation and is based in Chicago, IL. LCM Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment process focuses on fundamental issuer analysis, long-term equity holdings primarily from the S&P 500 and EAFE universes, and periodic rebalancing, managing approximately $365 million in client assets through a team of nine advisors.

Jared Rus is a financial advisor at Goldstone Financial Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked in education and hospitality before joining Goldstone. Jared is also a fixed annuity and insurance agent. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, implementing strategies that include mutual funds, ETFs, fixed income, and alternative investments.

Vicente Ereneta is a Series 65-credentialed financial advisor with one year of industry experience. He is currently with Timothy Financial Counsel, Inc., where he has worked since 2023. His background includes roles in financial services at Allgood Financial - LPL Financial and Legacy Wealth Advisors - Raymond James, as well as experience in education and community organizations. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching through a time-based billing model, favoring diversified no-load mutual funds and ETFs with a focus on asset allocation and rebalancing rather than ongoing portfolio management.

Daniel Rohlfing is a CFP® and Series 66 license holder with 20 years of industry experience. He has worked at Wells Fargo Advisors from 2006 to 2017 and has been with Lantz Financial LLC since 2017, where he serves as part of a seven-advisor team. Prior to that, he spent four years at Private Client Services. Lantz Financial LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $994 million in client assets, focusing on globally diversified portfolios based on modern portfolio theory and fundamental security analysis.

Curtis Ellergodt is a financial advisor with Rothschild Wealth LLC in Oakbrook, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Rothschild Wealth LLC since 2015 and has held various roles within affiliated Rothschild entities, including CFO and CCO positions. Rothschild Wealth LLC serves individuals, high-net-worth clients, corporate executive groups, trusts, pensions, and other institutional and tax-exempt entities. The firm offers financial planning, portfolio management, retirement plan consulting, and integrates tax and estate planning with third-party sub-advisers, using quantitative methods and asset-allocation models tailored to client needs.

Jacob Beck is a financial advisor at Doyenne Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has prior work experience at Klarna, Upstart, GM Financial, and Northwestern Mutual. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm operates on a fee-only basis and focuses on long-term, diversified asset allocation with a tailored, multi-meeting review process.

Scott Brown is a financial advisor with RAI Wealth in Naperville, IL, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he serves as a councilman for the City of Wheaton and has participated on advisory councils and boards related to Christian mental healthcare and Wheaton College. RAI Wealth provides investment advice and financial planning to a diverse client base, including individuals, families, trusts, and retirement plans. The firm employs a combination of third-party model portfolios and in-house management, using modern portfolio theory and quantitative analysis to tailor strategies to client objectives and risk tolerances.

Joshua Payne is a financial advisor at Harvest Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked at both Harvest Investment Services and Envoy Advisory Inc. since 2024. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs active tactical strategies combined with fundamental, technical, and quantitative analyses, and serves as an ERISA investment manager when engaged.

Juan Avila is a financial advisor at Centric Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Toroso Investments, LLC since 2012. Outside of his advisory role, Mr. Avila serves as a trustee for several organizations, including the Illinois Children's Healthcare Foundation and National Louis University, and is the founder of FARO Associates, LLC dba SHENIX®, a financial literacy company focused on the Latina/x community. Centric Wealth Management is a team-based advisory firm serving individuals, trusts, estates, and business entities with discretionary investment management and financial planning. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to create customized portfolios aligned with clients’ goals and risk tolerances.

Kevin Loffredi is a CFP® professional with 29 years of industry experience. He is currently an investment adviser representative at Harvest Investment Services, LLC, where he has worked since 2017. Prior to this, he spent 11 years at ProEquities, Inc. In addition to his advisory role, he serves as a vice president at Morningstar, Inc., maintaining an online education tool for the broker/dealer community. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical strategy using various analytical approaches and offers specialized services such as ERISA 3(38) investment management and held-away 401k account management.

Owen Hardy is a financial advisor at Blue Line Capital with a Series 65 designation and two years of industry experience. Prior to joining Blue Line Capital in 2026, he worked at Stenger Family Office for three years and has held roles in various organizations including COhatch, Taylor University, Village Links of Glen Ellyn, and Wheaton Academy. Blue Line Capital is a team-based registered investment adviser managing approximately $132 million for about 121 clients. The firm offers discretionary portfolio management and financial planning services that integrate fundamental, technical, and cyclical analysis with both growth and value-oriented strategies, including options and futures where appropriate.

Peter Jarrett is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Rothschild Investment LLC since 2018 and previously held roles at CMT Capital Markets Trading, Leo Burnett, and Young Life. Rothschild Investment LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors, with a focus on entrepreneurs and closely held business owners. The firm employs a long-term, individualized investment approach that integrates fundamental, technical, quantitative, and qualitative analysis.

Frank Moorman is a financial advisor at Goldstone Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Goldstone, he worked at DBHW Wealth Partners and has held positions outside the financial sector, including roles at Pfister Hotel, Clarke Mosquito Control, and Potbelly. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across more than 1,600 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, employing diverse investment strategies including mutual funds, ETFs, fixed income, and select alternatives.

Scot Jurczyk is a CFA® charterholder with 20 years of industry experience, currently serving at Financial Solutions Advisory Group since 2003. He is based in Chicago, IL, and is part of a nine-advisor team. Financial Solutions Advisory Group advises high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting and education services. The firm establishes client-specific investment policies through detailed data gathering and employs a combination of fundamental, technical, quantitative, and qualitative analysis across long- and short-term strategies.

Gary Wozny is a financial advisor at LCM Capital Management Inc. in Chicago, IL, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked as an independent insurance agent since 1989. LCM Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on fundamental issuer analysis, long-term equity holdings, and periodic rebalancing, managing approximately $365 million in client assets through a team of nine advisors.