Adam Ogle is a financial advisor at Park River Advisors with a Series 65 designation and one year of industry experience. He has worked at SAP since 2011 as a Principal Enterprise Architect, focusing on guiding customers from on-premises legacy software applications to SAP’s cloud-based solutions. Park River Advisors is a small, state-registered firm providing discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation approach blending fundamental, technical, and cyclical analysis to manage customized portfolios across various asset classes.

Osman Arain is a CFA charterholder with 10 years of industry experience. He is currently an advisor at Evansbrook Capital Management, where he has worked since 2023. His prior experience includes roles at Romano Brothers, PNC Wealth Management, and Beacon Global Asset Management. Evansbrook Capital Management serves individual clients, families, trusts, estates, businesses, charities, and retirement plans by providing discretionary investment management, custom portfolio construction, and qualified plan consulting. The firm employs a strategic, diversified asset-allocation framework supported by various analytical approaches and manages over $225 million with a small advisory team.

Irfan Galaria is a financial advisor at Galaria Capital Management, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is also the physician and president of Galaria Plastic Surgery & Dermatology, a medical-surgical practice he has operated since 2009. Galaria Capital Management serves individuals, families, trusts, small businesses, and employer retirement plans, providing discretionary portfolio management and investment planning. The firm customizes strategies based on client age, risk tolerance, and time horizon, emphasizing asset allocation and diversification while accommodating faith-based or socially conscious preferences when practicable.

Austin Mitchell is a financial advisor at Maverick Thomas Capital with two years of industry experience. He holds a Series 66 designation and previously worked at OneAmerica Securities, Johnson & Johnson, and Workout Anytime. He is also engaged in non-variable insurance sales involving fixed life and fixed annuities. Maverick Thomas Capital provides discretionary portfolio management and comprehensive financial planning primarily for individual investors, including high-net-worth clients. The firm employs a combination of fundamental, technical, quantitative, cyclical, and charting methods in its investment approach and integrates retirement, tax, estate, and education planning into portfolio management.

David Jordan is a financial advisor at QVG, LLC with one year of industry experience. He holds a Series 65 designation and has operated a YouTube channel since 2023. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm employs a model-driven, quantitative investment approach primarily focused on Russell 3000 securities, incorporating derivatives and complex fixed-income instruments across various strategies.

Jessica Stanley is a financial advisor at Rezny Wealth Management, Inc. in Aurora, IL, holding a Series 65 designation with 13 years of industry experience. She has been with Rezny Wealth Management since 2009. Rezny Wealth Management primarily serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management and integrated financial planning on a fee-only basis. The firm manages approximately $506 million in client assets, utilizing a Global Tactical Opportunity Portfolios framework that combines quantitative and fundamental analysis across a range of investment styles.

Michael Ascencio is a financial advisor at Encompass Advisory Services, LLC, holding a Series 65 designation. Based in Joliet, IL, he has one year of industry experience. Prior to joining Encompass Advisory Services, he was involved with Elite Baseball Training and Wilderness Falls, and he spent several years as a full-time student. Encompass Advisory Services is a team-based registered investment adviser that serves individuals, business entities, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation, using a combination of discretionary and non-discretionary portfolio management approaches.

Brandon Muzzarelli is a financial advisor with 1834 Investment Advisors Co. and holds a Series 65 designation. He has one year of experience at 1834 Investment Advisors and 19 years of experience at Old National Bank, where he is a portfolio manager. Outside of his advisory role, he serves as the Treasurer for the Village of Gardner, IL. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies, working closely with its affiliate Old National Bank and offering specialized services such as cash-balance defined benefit plan management and private investment consulting.

Ashley Janosek is a CFP® and Series 65-licensed advisor with one year of industry experience. She is currently with Trillium Wealth LLC and has prior experience at firms including CWM, LLC and Synergy Financial Services. In addition to her advisory role, she works as an accountant preparing tax returns for Trillium Tax, LLC. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and private placement investment access for individuals, trusts, pension plans, corporations, and other entities. The firm employs quantitative, fundamental, technical, and economic analyses with both long- and short-term strategies and maintains $544 million in discretionary assets under management across approximately 625 client relationships.

Rick Kennedy is a financial advisor at Meristead Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fisher Investments, Inc. since 2003 and Stansberry Asset Management since 2025. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and participating in third-party asset management programs. The firm’s investment approach combines top-down macro analysis with fundamental bottom-up research to pursue value-oriented strategies across global equities and credit, including special situations and distressed investments.

Matthew Gill is a financial advisor with M. Brown Financial Advisors in Naperville, IL, holding CFP®, Series 63, and Series 65 credentials. He has six years of industry experience, including roles at Ausdal Financial Partners and other financial and service-related firms. Outside of advising, he is involved as a member in a farm land investment entity. M. Brown Financial Advisors primarily serves as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, offering discretionary portfolio management, customized accounts, and retirement plan consulting. The firm combines active tactical allocation with diversified models and uses a variety of investment strategies, managing most client accounts on a discretionary basis.

Donald Powell is a CFA® charterholder with four years of industry experience. He is currently a Portfolio Manager at 1834 Investment Advisors Co. and also holds a similar role at 1834 Wealth Management, a division of Old National Bank. Both firms are subsidiaries of Old National Bancorp. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies and leverages both internal and external models, including proprietary strategies developed in affiliation with Old National Bank.

Henry Wong is a financial advisor with Juncture Wealth Strategies, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include work with Centaurus Financial, Inc. and Catalina Investments. He operates a marketing DBA called Disruptive Money Management with Henry Wong. Juncture Wealth Strategies serves individuals, trusts, estates, and pension or profit-sharing plans, offering investment advisory services, portfolio management, and standalone financial planning. The firm employs a range of proprietary strategies and utilizes derivatives and hedging techniques within separately managed accounts.

Adivaraha Jayasankar is a financial advisor at Bellwether Investment Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Bellwether since 2023, following roles at Mainstay Capital Advisors and Wealth Foundations Solutions, LLC. Outside of his advisory role, Jayasankar is involved in insurance sales through Wealth Foundation Solutions and provides tax preparation and review services at Zoller, Swanson and Company. Bellwether Investment Group offers advisory services to individuals, businesses, trusts, estates, and retirement plan sponsors, delivering financial planning, portfolio management, and retirement consulting. The firm employs a range of investment strategies including equities, ETFs, bonds, and managed programs, and is notable for its multi-office team structure and use of leverage and structured strategies.

Charles Brown is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. in Naperville, IL. He has worked at both Ausdal Financial Partners since 2012 and M.Brown Financial Advisors since 2021. Outside of his advisory duties, he serves as president of The Manors of White Eagle Homeowners Association, where he assists with financial decisions affecting the community. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm provides a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary portfolio management through various account structures and investment options.

Kelly Mc Shane is a financial advisor at Chicory Wealth in Naperville, IL, holding a Series 65 designation. Mc Shane has been with Chicory Wealth since 2026 and has 13 years of experience operating Kamm Creative LLC, an entrepreneurial venture outside the financial advisory industry. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm also offers tax preparation, estate planning assistance, business consulting, and model portfolio services to other registered investment advisers, employing a process that integrates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified, long-term portfolios.

Mark Brown is a CFP® professional with 39 years of experience in financial advising. He is the founder of M. Brown Financial Advisors in Naperville, IL, and has held positions at Ausdal Financial Partners, LPL Financial, Wells Fargo Advisors, and Herbst Financial Advisors. Outside of advising, he serves as Vice President of the Naper Courtyards Condo Association. M. Brown Financial Advisors primarily serves as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, providing discretionary portfolio management, customized accounts, and retirement plan consulting. The firm combines active tactical allocation with diversified model portfolios and includes commission-based brokerage and insurance products alongside sub-advisory services.

Martin Beck is a CFP® with 40 years of industry experience. He is currently with Apollon Financial, LLC and was previously associated with LPL Financial LLC for 19 years. Beck is based in Naperville, IL. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments, utilizing a combination of centrally managed models and advisor-led portfolios enhanced by technology and generative AI tools.

Kirby Cundiff is a CFP® and CFA® with five years of industry experience, currently serving at FEFA Financial. He has held roles at VCI Wealth Management, AE Wealth Management, and FEFA-affiliated firms. In addition to his advisory work, he has been an adjunct professor of accounting and financial management at the University of Maryland Global Campus. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, and business entities. The firm employs a blend of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, with investment approaches tailored to client risk profiles.

Lucas Thompson is a financial advisor with Trillium Wealth LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at CWM, LLC and Thrivent Financial. Outside of his advisory work, he has been involved with The Write Stuff. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm uses quantitative, fundamental, technical, and economic analysis in its investment approach and manages over $544 million in discretionary assets across approximately 625 clients.