Julia Foran is a financial advisor at Stenger Family Office, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Calamos Investments, as well as served in the United States Senate. Stenger Family Office serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, managing approximately $735 million. The firm offers tailored financial planning, portfolio management, wealth and family office services, and pension consulting, utilizing a combination of mutual funds, ETFs, individual securities, and independent managers overseen by an investment committee.

Erin Fogarty is a financial advisor at Wellment Financial in Elmhurst, IL, holding a Series 65 designation with seven years of industry experience. She has worked with FSR Wealth Management and FSR Insurance Planning, Ltd., where she is a licensed insurance agent. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions, focusing on retirement planning and tax strategies. The firm implements diversified model portfolios using various investment approaches and offers managed accounts through a third-party sub-advisor and wrap-fee platform.

Brian Szymczak is a financial advisor with Wellment Financial in Elmhurst, IL, holding a Series 65 designation and four years of industry experience. He has previously worked with Portfolio Solutions Group and has been associated with FSR Wealth Management, Ltd. and FSR Insurance Planning, Ltd. since 2018. Wellment Financial serves individuals, high-net-worth clients, and institutions with investment management, manager selection, and financial planning, emphasizing retirement and tax strategies. The firm utilizes diversified model portfolios and employs approaches including value investing and direct indexing, offering both discretionary and non-discretionary account management.

Andrew Grider is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Leelyn Smith, LLC. His career includes roles at LPL Financial and National Planning Corporation. Outside of his advisory work, he is involved in tax preparation and accounting through ownership of Leelyn Smith Tax, LLC. Leelyn Smith, LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, businesses, and trusts. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, utilizing both in-house and external managers, and supports clients with technology platforms for reporting, risk analysis, and tax-efficient asset management.

Melissa Imbrogno is a CFP® with 15 years of industry experience, currently serving as a team leader and relationship manager at RAI Wealth. Her prior experience includes roles at Securities America Advisors and National Planning Corporation. She and her husband volunteer with Bridge Communities, mentoring a homeless family through a two-year transitional housing program. RAI Wealth provides investment advice and financial planning to a diverse client base, including individuals, families, trusts, and retirement plans. The firm combines third-party model portfolios and in-house management using modern portfolio theory and quantitative analysis to tailor strategies to client objectives and risk tolerances.

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 at Vertex Partners with over 24 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial and HighPoint Advisor Group prior to joining Vertex Planning Partners. In addition to his advisory role, he is a partner at Vertex Accounting Partners, LLC, which provides tax preparation and accounting services. Vertex Partners offers advisory services to a diverse client base, including 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 mutual funds, ETFs, separately managed accounts, and independent managers.

Martin Fogarty is a Series 66-licensed advisor with 22 years of industry experience. He currently serves at Total Clarity Wealth Management, Inc and has prior experience at Capital Point Financial Group, Ltd. Additionally, he is the founding attorney of The Heartland Law Firm, where he has worked since 2000. Total Clarity Wealth Management is a multi-advisor firm that provides comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, charitable organizations, corporations, and 401(k) plan sponsors, using a variety of investment vehicles and customized approaches.

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.

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 with Vertex Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been associated with Vertex Planning Partners since 2016 and worked with LPL Financial for nine years. Outside of his advisory work, he is involved with Reflexivity LLC, a business entity unrelated to investment activities. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities, offering financial planning, investment and wealth management, consulting, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation, diversification, and behavioral finance, utilizing both active and passive strategies through a variety of portfolios and third-party manager platforms.

Yamilet Suarez is a financial advisor at River Street Advisors, LLC with 11 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at River Street Advisors since 2019, with prior experience at LPL Financial and Old Second Bank. Suarez also serves as an AVP Wealth Advisor in the Wealth Management Department at Old Second National Bank. River Street Advisors provides discretionary portfolio management and financial planning to individual clients, municipalities, charities, and corporations. The firm manages approximately $539 million in assets through a team of ten advisors, using a combination of quantitative analysis, fundamental and technical research, and derivative strategies in portfolios.

Aliasgar Mithaseth is a financial advisor at Unique Wealth Strategies with a Series 65 designation and experience in the financial services industry dating back to 2016. His prior roles include positions at Madison Partners, ASK Investment Managers, and several banks in India. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients by providing asset management, financial planning, and retirement plan services. The firm employs a range of investment strategies including fundamental, technical, quantitative, and modern portfolio theory, and sponsors its own wrap-fee program with access to alternative managers.

Mark Komorowski is a CFP® and ChFC® with five years of industry experience. He is currently affiliated with Wellment Financial and has prior experience at Equitable Advisors and Nexen Group. Komorowski is also a licensed insurance agent involved with FSR Insurance Planning, Ltd. Wellment Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm utilizes vetted model portfolios and a sub-advisor platform focusing on tax-aware retirement planning and offers both comprehensive and modular financial plans.

Bradley Johnson is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He has been with River Street Advisors, LLC and Old Second National Bank since 2010, serving as Vice President and Senior Trust Investment Officer in the Wealth Management Department. River Street Advisors, LLC is an independent asset management and financial planning firm that serves individual clients, including high-net-worth individuals, as well as institutional and charitable entities. The firm employs a combination of quantitative and fundamental analysis, model portfolios, and written investment policy statements to manage diversified portfolios using individual securities, mutual funds, and ETFs.

Marty Grzynkowicz is a financial advisor at Acrylic Financial, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Acrylic Financial since 2020. Prior to this, he was affiliated with Interactive Financial Advisors, Brooklight Place Securities, and Cornerstone Financial Group, where he also serves as president of an insurance brokerage. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles. The firm manages approximately $58.4 million in discretionary assets, employing a combination of asset-allocation frameworks, momentum models, fundamental and technical analysis, and modern portfolio theory to tailor client programs to their goals and risk tolerance.

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 at Mutual of Omaha Investor Services, Inc. with 31 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including New York Life Insurance Company and Eagle Strategies. In addition to his advisory role, he is licensed as an insurance agent, focusing on life, annuity, disability, and long-term care insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts, operating primarily through a network of Investment Advisor Representatives who recommend approved products and strategies.

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.