Theodore Buckley is a financial advisor with VestGen Advisors, LLC in Chicago, IL, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, Sequoia Wealth Management, and LPL Financial. Outside of his advisory work, he is an author and motivational speaker, conducting seminars and coaching sessions unrelated to investments. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 individual and high-net-worth clients. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to tailor portfolios to client goals.

Eric Talbott is a financial advisor at Apollon Wealth Management, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Piershale Financial Group, Envestnet Asset Management, BMO Harris Financial Advisors, and Portfolio Brokerage Services. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services and employs a combination of fundamental and tactical investment approaches, with a platform structure supporting multiple investment adviser representatives and private fund sponsorship.

Eric Berkowitz is a CFP® professional with six years of experience at JMG Financial Group LTD in Downers Grove, IL. He has been with the firm since 2016 in various capacities. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth and portfolio management along with tax consulting and advisory services on private investment funds. The firm employs a planning-based, long-term investment approach that emphasizes strategic asset allocation and tactical adjustments overseen by an investment committee.

Michael Bellah is a CFP® with seven years of experience in the financial services industry. He is currently with JMG Financial Group, Ltd. and has previously worked at Cambridge Investment Research Advisors and Northern Trust Company. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities with discretionary investment management, financial advisory, retirement plan consulting, and tax consulting services. The firm manages approximately $6.36 billion in assets and employs a strategic asset allocation approach overseen by an investment committee, utilizing a range of investment vehicles including ETFs, mutual funds, individual equities, and private funds.

Chad Tuneberg is a financial advisor at World Equity Group, Inc. with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has been with World Equity Group since 2009. Outside of his advisory role, Tuneberg serves as an alderman for the City of Rockford’s 3rd Ward and acts 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, pension plans, trusts, charitable organizations, and businesses. The firm offers managed portfolio solutions through its wrap-fee programs, utilizing third-party money managers with discretionary authority to invest, allocate, and rebalance client accounts based on risk tolerance.

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.

Joseph Orsolini is a financial advisor at World Equity Group, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with World Equity Group since 2002. In addition to his advisory role, he is president and owner of College Aid Planners, Inc., where he consults on college financial aid strategies and prepares tax returns. He also serves as a board member and treasurer for Rising Tide Wrestling, a nonprofit supporting economically challenged youth, and coaches wrestling at Glenbard South High School. World Equity Group provides investment advisory and brokerage services to individual, high-net-worth, business, nonprofit, and institutional clients. The firm employs a mix of model-based and customized investment approaches and offers portfolio management, financial planning, and access to third-party managers.

Lawrence Kimmel Jr. is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. He holds a Series 66 designation and has worked at Harbour since 2018, following nine years at Ausdal Financial Partners and over three decades running his own CPA and tax preparation firm. He also maintains an active role as president of Lawrence J. Kimmel, P.C., providing accounting and tax services. Harbour Investments offers investment advisory and financial planning services to a diverse client base including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to develop customized investment strategies and provides various portfolio management and model-based solutions.

Keith Mooney is a CFP® and ChFC® with 31 years of industry experience. He is currently an advisor at VestGen Advisors, LLC and has previously worked at firms including LPL Financial and Sequoia Wealth Management. Outside of his advisory role, he serves as president and educator for a nonprofit that conducts financial education seminars. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services, employing a mix of analytical methods and third-party managers to implement client portfolios.

Michael Seidler is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Bankers Life & Casualty, Inc., Bankers Life Securities, Inc., and Bankers Life Advisory Services, Inc. Seidler is also an associate and investment advisor representative at Burling Wealth Advisors Inc. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and utilizes a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Cole Swearingen is a CFP® professional at Brookstone Capital Management LLC with four years of industry experience. He has worked at Franklin Wealth Advisors, RMB Capital, and Prizm Financial Advisors. Outside of finance, he owns and operates a small business raising beef cows, selling meat cuts directly to consumers. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Benjamin Parker is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Outside of finance, he has been involved in music instruction through his business, Ben Parker Music Instruction, since 2009. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supporting a large network of advisors with back-office and turnkey asset management platform services.

Michael Peregrym is a financial advisor with Brookstone Capital Management LLC in Wheaton, IL, holding a Series 66 designation and 10 years of industry experience. His career includes 11 years at Edward Jones before joining Brookstone Capital Management and Dowling Financial Services in 2025. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, offering discretionary investment management primarily via model portfolios, unified managed accounts, and separately managed accounts.

Alan Flota is a financial advisor with Eagle Strategies (NY Life) based in Elgin, IL. He holds Series 66 and Series 63 licenses and has two years of industry experience. Before entering the financial industry, he worked for over three decades at School District U-46. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis, working closely with both retail and institutional sponsors within an integrated New York Life affiliate structure.

David Hanson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Benjamin F. Edwards since 2010. Outside of his advisory role, Hanson is a minority partner in a local partnership involved in land ownership, farming, and wetland creation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory programs and manages portfolios using both firm-developed and third-party strategies, with oversight from an Investment Strategy Committee.

Brandi Ruffalo is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Independent Financial Group since 2009 and is the owner of The Business Development Company, which provides administrative and bookkeeping services. Ruffalo is also involved in business valuation and forensic consulting through Valuation & Forensic Partners, LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory platforms and third-party asset managers.

Casey Madden is a CFP® professional with 17 years of industry experience, currently serving at Brookstone Capital Management LLC since 2009. He also operates CM Financial Planning, where he provides annuities, long-term care, and life insurance services. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Justin Wilson is a CFP® with 21 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2006. He also has concurrent experience with Fifth Third Bank over the same period. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to a large bank, offering multiple discretionary managed-account options, including direct indexing and tax-overlay services.

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.

Stacy O'Brien is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 12 years of industry experience. She previously worked at Morgan Stanley for 11 years before joining Benjamin F. Edwards in 2022. Outside of her advisory role, she is involved as a sales representative in a wholesale and distribution business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions supported by a combination of firm-developed and third-party model strategies.