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 currently serves as an advisor at Evansbrook Capital Management and previously worked at Romano Brothers and PNC Wealth 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 multiple analytical approaches and manages over $225 million with a small advisory team.

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. In addition to advisory services, Mitchell is involved in non-variable insurance sales, including fixed life and fixed annuities. Maverick Thomas Capital is a small firm providing portfolio management and financial planning for individuals and high-net-worth clients. The firm employs a long-term trading strategy using various analytical methods and offers services such as investment policy documentation and quarterly account reviews.

Kaitlyn Hedger is a financial advisor at PrairieView Wealth & Tax Advisors with three years of industry experience. She holds a Series 65 designation and has worked at PrairieView Wealth Partners since 2023, following roles at Midwest Legacy Group, The Millennium Group, American Cruise Lines, and the University of Indianapolis. PrairieView Wealth & Tax Advisors serves individuals, families, trusts, estates, and private foundations, providing personalized financial planning and investment management alongside coordinated tax preparation and accounting services through an affiliated tax practice. The firm emphasizes tax-aware, long-term portfolio construction and offers integrated tax and advisory services within the same group.

David Latko is a financial advisor with Latko Wealth Management, Ltd. in Frankfort, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Latko Wealth Management since 2016 and has worked at LPL Financial since 1989. Outside of his advisory work, he runs Latko Media Enterprises Ltd., which encompasses his book writing, magazine writing, radio show, seminars, and public speaking. Latko Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and hourly consulting primarily to individual clients, including high-net-worth households, as well as foundations, endowments, and corporate clients. The firm uses a personalized, goal-based process and offers portfolios with a range of asset types, monitored and rebalanced periodically with options for discretionary or non-discretionary management.

Frank Pavlica is a financial advisor with Strategic Investment Solutions, Inc. and holds Series 63 and Series 65 licenses. He has 40 years of industry experience and has worked at Purshe Kaplan Sterling Investments, LPL Financial LLC, and has operated his own CPA firm since 1976. He serves on the board of directors for Cornerstone National Bank & Trust Company and provides tax preparation and accounting services through his CPA practice. Strategic Investment Solutions is an SEC-registered multi-advisor firm offering discretionary portfolio management and model-portfolio services to individuals, pension plans, trusts, and estates. The firm employs a hybrid passive investment approach based on asset allocation and the Efficient Markets framework, using institutional funds primarily from Dimensional Fund Advisors and maintaining a long-term, buy-and-hold strategy with periodic reviews.

Michael Sedlak is a CFP® and CFA® with 24 years of experience in financial advising. He is currently with Sikich Financial and also serves as a manager for Golden Trail Advisers, where he has worked since 2010. Sedlak holds a Series 63 license and is based in Burr Ridge, Illinois. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a diversified, asset-class-based investment approach emphasizing passive strategies and integrates investment management with financial planning and retirement plan consulting.

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.

Jay Faler is a financial advisor at Providence Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Standard Bank & Trust from 2012 to 2016 before joining Providence Wealth Advisors in 2017. Providence Wealth Advisors is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. The firm serves a range of clients including high-net-worth individuals and uses asset-allocation models based on modern portfolio theory to construct diversified portfolios.

Douglas Degroot is a CFP® with 15 years of industry experience and has been with Providence Wealth Advisors, LLC since 2010. He holds a Series 65 license and is based in Frankfort, IL. Providence Wealth Advisors, LLC is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning services to individuals, trusts, retirement plans, and government entities. The firm uses asset-allocation models based on modern portfolio theory to build diversified portfolios and serves a range of clients including high-net-worth individuals, offering financial planning at no additional charge.

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.

Steven Jacobson is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with the firm since 2006. Outside of his advisory role, he is also a licensed fixed insurance agent. Chicago Investment Advisory Group provides discretionary portfolio management and pension consulting for individuals, high-net-worth clients, trusts, estates, corporations, and employer retirement plans. The firm employs diversified, asset-allocation driven strategies supported by fundamental, technical, and cyclical analysis, offering both long-term buy-and-hold and active trading approaches.

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.

James Viktora is a financial advisor with Strategic Investment Solutions, Inc. in Orland Park, IL, holding Series 65, 63, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Paychex. He is also involved with PayEntry, a business outside of his advisory work. Strategic Investment Solutions, Inc. provides discretionary investment supervisory services and model portfolio management to a diverse client base, including individual investors, high-net-worth clients, and pension plans. The firm emphasizes asset allocation and a passive, long-term buy-and-hold investment approach implemented through proprietary model portfolios and institutional funds.

Joseph Dawczak is a financial advisor at Chicago Investment Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Outside of advising, he is a general partner in a real estate partnership where he handles bookkeeping and shares in profits and losses. Chicago Investment Advisory Group provides discretionary portfolio management and pension consulting to individuals, high-net-worth investors, trusts, estates, corporations, and employer retirement plans. The firm employs diversified, asset-allocation driven strategies using fundamental, technical, and cyclical analysis, and offers financial consulting and independent research while coordinating with clients’ outside professionals.

Eric Jacobsen is a financial advisor at Chicago Investment Advisory Group with six years of industry experience. He holds a Series 65 designation and has worked with Chicago Investment Advisory Group since 2019. Prior to his advisory role, he was employed at White Mountain Golf Park and studied at the University of Illinois Urbana-Champaign. Jacobsen is also licensed to sell life and health insurance. Chicago Investment Advisory Group provides discretionary portfolio management and financial consulting to a diverse client base, including individuals, pension plans, trusts, and business entities. The firm employs an asset-allocation approach that incorporates multiple analytical methods and offers both long-term and active trading strategies tailored to client objectives.

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.

Brian Granato is a Series 65-licensed financial advisor with Providence Wealth Advisors, LLC, where he has worked since 2010. He has 15 years of industry experience. Providence Wealth Advisors, LLC is an SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. The firm serves a range of clients, including high-net-worth individuals, and uses asset-allocation models based on modern portfolio theory to construct diversified portfolios.

Kevin Kessenich is a financial advisor at Strategic Investment Solutions, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at Desmond & Ahern for thirteen years. Outside of his advisory role, he serves as Secretary for JCK Farms, Inc., a family-owned farming business. Strategic Investment Solutions is an SEC-registered multi-advisor firm providing discretionary portfolio management and model-portfolio services to individuals, pension plans, trusts, and estates. The firm employs a hybrid passive investment approach based on asset allocation and the Efficient Markets framework, managing diversified portfolios primarily using institutional funds from Dimensional Fund Advisors.

Trent Overzet is a financial advisor at Strategic Investment Solutions, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at Forum Financial Management, LP and Charles Schwab & Co., Inc., among other firms. Outside of advising, he is involved in providing tax preparation services through Robert Byrns EA. Strategic Investment Solutions, Inc. offers discretionary investment supervisory services and model portfolio management to individual investors, high-net-worth clients, and pension/profit-sharing plans. The firm follows a passive, long-term buy-and-hold investment approach using proprietary model portfolios and institutional asset-class funds.