Thomas Broderick is a financial advisor at Signature Financial Services, Ltd with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Signature Financial Services and First Heartland Capital since 2000 and 2001, respectively. Outside of finance, he is a minority investor and silent partner in a bar and event space. Signature Financial Services, Ltd provides portfolio management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a modern portfolio theory-based investment approach using mutual funds, ETFs, and third-party asset allocation strategies, offering services on both discretionary and non-discretionary bases.

Robyn O'Halloran is a financial advisor with Chicago Capital Management Advisors, LLC, holding a Series 65 credential and over 21 years of industry experience. She has worked at firms including American Trust Investment Services Advisory Inc. and Client First, LLC. Outside of advising, she is a sales consultant in technology solutions and engineering services. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning to individuals, corporations, trusts, and retirement plans. The firm follows a fundamentals-driven investment process, offering tailored model strategies and using derivatives for hedging and income.

Lucas Mroz is a financial advisor at Vantage Point Financial, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 12 years. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while incorporating flexible investment options and integrated planning advice.

Michal Gicala is a CFP® professional at Capstone Financial Advisors Inc with six years of experience, including prior work at Ikenberry Dining Services and a background in full-time education. Based in Downers Grove, IL, Michal has been with Capstone since 2020. Capstone Financial Advisors serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers portfolio management and financial planning with an investment approach focused on asset-class allocation, cost control, and tax positioning, managing approximately $2.44 billion in client assets across a multi-advisor team.

Tom Sleeter is a financial advisor with Ruggaard & Associates, holding a Series 66 credential and over 27 years of industry experience. His career includes roles at LPL Financial and Cetera Advisor Networks LLC, and he has been involved with multiple family farming enterprises since the early 1990s. Outside of financial advising, he serves as a board member for two nonprofit organizations related to a recreational island and a rural cemetery. Ruggaard & Associates provides investment management and financial planning services to individual clients, including high-net-worth households, as well as pension and corporate retirement plans. The firm employs a variety of analytical approaches and strategies tailored to client objectives, combines investment management with tax preparation, and offers quarterly reviews and detailed reporting.

James Longo Jr. is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He is currently with Cora Capital Advisors, where he has worked since 2025, following a long tenure at Osaic FA, Inc. In addition to his advisory role, Longo is involved in insurance sales and is the president of Paramount Wealth Advisors, a consulting company. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, employing a long-term, fundamental investment approach tailored to client goals and risk tolerance.

Patrick May is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Vantage Point Financial, LLC and has previously worked at Prosperity Capital Advisors, The Chamberlin Group Tax & Wealth Advisors, and Scottrade, Inc. Outside of his advisory role, Mr. May is a licensed insurance agent offering various fixed insurance products. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using a range of investment vehicles and offers supplementary services such as tax planning, business-owner insights, and retirement education.

Katelyn Wright is a CFP® professional at DHJJ Financial Advisors with four years at the firm and a total of seven years in the financial industry. Before joining DHJJ, she worked for six years at CUSD 200. DHJJ Financial Advisors serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing portfolio management, financial planning, and retirement-plan advisory services. The firm integrates accounting services through an affiliated CPA firm and employs discretionary investment management tailored to client-specific goals using asset allocation, fundamental analysis, and approved AI tools.

Joshua Youel is a financial advisor at SAGE Private Wealth Group, LLC, with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Brighthouse Financial, Motorola Solutions, and LaSalle Investment Management Inc. He has been with SAGE Private Wealth Group since 2023. SAGE Private Wealth Group is an SEC-registered advisory firm that serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management using a client-specific process and a variety of investment strategies, including equities, fixed income, ETFs, and alternative investments.

Seth Woodward is a financial advisor with Timothy Financial Counsel, Inc. in Wheaton, IL. He holds a Series 65 credential and joined the firm in 2026. Prior to his advisory role, he worked at Microsoft Corp for four years and EY-Parthenon for three years. 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 without discretionary portfolio management, favoring diversified exposure through no-load mutual funds and ETFs and a time-based billing model.

Michael Grady is a financial advisor at Asset Strategies, Inc with over 41 years of industry experience. His career includes roles at E.F. Hutton & Co. LLC and Chicago Capital Management Advisors, where he serves as president of the affiliated registered investment advisory. He is also a director of the Upward Foundation, a charitable organization providing support and scholarships to disadvantaged individuals. Asset Strategies, Inc. offers discretionary portfolio management and financial planning to individual and charitable clients, managing approximately $59.7 million in discretionary assets. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement long- and short-term investment strategies across various asset classes.

Andrew Lindquist is a Series 65-licensed financial advisor at Timothy Financial Counsel, Inc. with five years of industry experience. Before joining Timothy Financial Counsel in 2021, he worked for Rauner College Prep from 2015 to 2020. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that offers individual consultations and project-based advice on various financial topics for a diverse client base. The firm emphasizes a time-based billing model, diversified investment exposure, and advisory services without managing client assets directly.

Colleen Nesslar is a financial advisor at Pendulum Wealth Partners with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Ameriprise, Wealth Enhancement, Raymond James Financial, LPL Financial, and Charles Schwab. Pendulum Wealth Partners is a nine-advisor team serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and a family office suite, using a fundamental, long-term investment approach and a range of investment vehicles to align portfolios with client goals and risk tolerance.

Joseph Savenok is a financial advisor with Harvest Investment Services, LLC and holds a Series 65 designation. He has two years of industry experience and previously worked at firms including Jones Lang LaSalle and T. Rowe Price. He also serves as an Advisor Assistant with Envoy Advisory Inc., an affiliated investment advisory firm. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team structure and uses a range of investment strategies including tactical management and various analytical techniques.

Peter Recchia is a financial advisor with 24 years of industry experience, currently serving at 4 Wealth Advisors, Inc. since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as president of an accounting and tax practice and is an owner and agent in an associated insurance group. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm utilizes customized portfolios and a range of analytical methods, including technical analysis, and is affiliated with accounting and insurance entities to offer integrated client services.

Peggy Hauser is a financial advisor with SAGE Private Wealth Group, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked at SAGE Private Wealth Group since 2015 and previously spent five years with Raymond James Financial Services Advisors Inc. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management, employing a client-specific process that incorporates tailored asset allocation and diverse investment strategies.

Janis Sleeter is a CFP® professional with 32 years of experience in the financial industry, currently serving at Ruggaard & Associates since 2023. Her prior experience includes roles at LPL Financial and Cetera Advisor Networks LLC. Outside of finance, she has long-term involvement in agricultural businesses, holding leadership roles in family farm corporations. Ruggaard & Associates serves individual clients, including high-net-worth households, as well as pension and corporate retirement plans, offering discretionary and non-discretionary portfolio management, retirement plan advisory, comprehensive financial planning, and tax preparation services. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis, implementing strategies ranging from long-term buy-and-hold to shorter-term trading, including options and margin where appropriate.

Jason Andryzak is a financial advisor at Unique Wealth Strategies with 18 years of industry experience. He holds the Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers asset management through its proprietary wrap program and provides ERISA plan advisory roles, employing a mix of fundamental, technical, quantitative, and modern portfolio theory approaches.

Gregory Bruno is a CFP® with 19 years of experience in the financial services industry. He has been with M. Brown Financial Advisors since 2021 and also has ongoing roles at Ausdal Financial Partners, Inc. and M Brown & Associates. Bruno serves as a board member of KUZA Project, a charitable organization. M. Brown Financial Advisors acts primarily 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 employs active tactical allocation combined with diversified models and utilizes a range of strategies including options and alternative investments, typically managing accounts on a discretionary basis.

Ronald Doweidt is a financial advisor at San Blas Advisory, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Prosperity Wealth Management, Brokers International Financial Services, and Morgan Stanley Dw Inc. He is based in Naperville, IL. San Blas Advisory, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individuals and businesses, managing approximately $218.9 million for about 664 clients. The firm’s investment approach integrates fundamental, technical, and qualitative analysis, using a range of investment vehicles and offering access to third-party managers while allowing clients to set account restrictions.