Derek Fraley is a financial advisor at LCM Capital Management Inc. with 15 years of industry experience. He holds the Series 65 designation and is based in Chicago, IL. LCM Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment process focuses on fundamental issuer analysis, long-term equity holdings primarily from the S&P 500 and EAFE universes, and periodic rebalancing, managing approximately $365 million in client assets through a team of nine advisors.

Ryan Robertson is a financial advisor at Factor Wealth Management with four years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Fidelity Investments and various other firms. Outside of his advisory role, he has experience in diverse sectors including water sports and retail. Factor Wealth Management serves individuals, high-net-worth clients, business entities, charitable organizations, and pension plans, offering investment management, financial planning, and pension consulting. The firm employs a long-term, systematic investment approach focused on global diversification and managing trading costs and investor behavior.

James Cochran is a CFP® professional with 20 years of industry experience. He is currently with Greenstone Belt Wealth Advisors, LLC and has held positions at LPL Financial LLC, IHT Wealth Management, LLC, and Independent Financial Partners. He holds Series 63 and Series 66 licenses and is also involved in a marketing and insurance business. Greenstone Belt Wealth Advisors, LLC is a small supported advisory firm serving individuals, families, high-net-worth clients, estates, trusts, and retirement plans. The firm provides comprehensive financial planning and portfolio management with an investment approach based on modern portfolio theory, focusing on diversification, tax awareness, and fee minimization.

Jared Rus is a financial advisor at Goldstone Financial Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked in education and hospitality before joining Goldstone. Jared is also a fixed annuity and insurance agent. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, implementing strategies that include mutual funds, ETFs, fixed income, and alternative investments.

Vicente Ereneta is a Series 65-credentialed financial advisor with one year of industry experience. He is currently with Timothy Financial Counsel, Inc., where he has worked since 2023. His background includes roles in financial services at Allgood Financial - LPL Financial and Legacy Wealth Advisors - Raymond James, as well as experience in education and community organizations. 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 through a time-based billing model, favoring diversified no-load mutual funds and ETFs with a focus on asset allocation and rebalancing rather than ongoing portfolio management.

Daniel Rohlfing is a CFP® and Series 66 license holder with 20 years of industry experience. He has worked at Wells Fargo Advisors from 2006 to 2017 and has been with Lantz Financial LLC since 2017, where he serves as part of a seven-advisor team. Prior to that, he spent four years at Private Client Services. Lantz Financial LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $994 million in client assets, focusing on globally diversified portfolios based on modern portfolio theory and fundamental security analysis.

Curtis Ellergodt is a financial advisor with Rothschild Wealth LLC in Oakbrook, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Rothschild Wealth LLC since 2015 and has held various roles within affiliated Rothschild entities, including CFO and CCO positions. Rothschild Wealth LLC serves individuals, high-net-worth clients, corporate executive groups, trusts, pensions, and other institutional and tax-exempt entities. The firm offers financial planning, portfolio management, retirement plan consulting, and integrates tax and estate planning with third-party sub-advisers, using quantitative methods and asset-allocation models tailored to client needs.

Jacob Beck is a financial advisor at Doyenne Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has prior work experience at Klarna, Upstart, GM Financial, and Northwestern Mutual. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm operates on a fee-only basis and focuses on long-term, diversified asset allocation with a tailored, multi-meeting review process.

Scott Brown is a financial advisor with RAI Wealth in Naperville, IL, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he serves as a councilman for the City of Wheaton and has participated on advisory councils and boards related to Christian mental healthcare and Wheaton College. RAI Wealth provides investment advice and financial planning to a diverse client base, including individuals, families, trusts, and retirement plans. The firm employs a combination of third-party model portfolios and in-house management, using modern portfolio theory and quantitative analysis to tailor strategies to client objectives and risk tolerances.

Joshua Payne is a financial advisor at Harvest Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked at both Harvest Investment Services and Envoy Advisory Inc. since 2024. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs active tactical strategies combined with fundamental, technical, and quantitative analyses, and serves as an ERISA investment manager when engaged.

Juan Avila is a financial advisor at Centric Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Toroso Investments, LLC since 2012. Outside of his advisory role, Mr. Avila serves as a trustee for several organizations, including the Illinois Children's Healthcare Foundation and National Louis University, and is the founder of FARO Associates, LLC dba SHENIX®, a financial literacy company focused on the Latina/x community. Centric Wealth Management is a team-based advisory firm serving individuals, trusts, estates, and business entities with discretionary investment management and financial planning. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to create customized portfolios aligned with clients’ goals and risk tolerances.

Kevin Loffredi is a CFP® professional with 29 years of industry experience. He is currently an investment adviser representative at Harvest Investment Services, LLC, where he has worked since 2017. Prior to this, he spent 11 years at ProEquities, Inc. In addition to his advisory role, he serves as a vice president at Morningstar, Inc., maintaining an online education tool for the broker/dealer community. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical strategy using various analytical approaches and offers specialized services such as ERISA 3(38) investment management and held-away 401k account management.

Owen Hardy is a financial advisor at Blue Line Capital with a Series 65 designation and two years of industry experience. Prior to joining Blue Line Capital in 2026, he worked at Stenger Family Office for three years and has held roles in various organizations including COhatch, Taylor University, Village Links of Glen Ellyn, and Wheaton Academy. Blue Line Capital is a team-based registered investment adviser managing approximately $132 million for about 121 clients. The firm offers discretionary portfolio management and financial planning services that integrate fundamental, technical, and cyclical analysis with both growth and value-oriented strategies, including options and futures where appropriate.

Peter Jarrett is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Rothschild Investment LLC since 2018 and previously held roles at CMT Capital Markets Trading, Leo Burnett, and Young Life. Rothschild Investment LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors, with a focus on entrepreneurs and closely held business owners. The firm employs a long-term, individualized investment approach that integrates fundamental, technical, quantitative, and qualitative analysis.

Frank Moorman is a financial advisor at Goldstone Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Goldstone, he worked at DBHW Wealth Partners and has held positions outside the financial sector, including roles at Pfister Hotel, Clarke Mosquito Control, and Potbelly. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across more than 1,600 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, employing diverse investment strategies including mutual funds, ETFs, fixed income, and select alternatives.

Gary Wozny is a financial advisor at LCM Capital Management Inc. in Chicago, IL, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked as an independent insurance agent since 1989. LCM Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on fundamental issuer analysis, long-term equity holdings, and periodic rebalancing, managing approximately $365 million in client assets through a team of nine advisors.

Donald Robinson is a financial advisor with Vantage Point Financial, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Northwestern Mutual and Thomas Canale. He has served as an ordained minister since 2017 and is vice president and a board member of Youth Outreach Services, Inc., a nonprofit serving youth and families in the Chicagoland area. Vantage Point Financial is a team of 16 advisors serving individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while also incorporating alternative investments and tax planning through affiliated entities.

Henry Wong is a financial advisor at Juncture Wealth Strategies, LLC in Naperville, IL, with 10 years of industry experience. He holds the Series 66 designation and has worked with Juncture since 2021. His prior experience includes roles at Centaurus Financial, Inc. and Catalina Investments. 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 uses a combination of proprietary strategies, model portfolios, and actively incorporates derivatives and hedging techniques in separately managed accounts.

Matthew Blume is a financial advisor at Pekin Hardy Strauss, Inc. with 16 years of industry experience. He has been with Pekin Singer Strauss Asset Management Inc. since 2012. He holds a Series 66 designation. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension and retirement plans, registered investment companies, charitable organizations, and corporations. The firm employs a fundamental analysis and asset allocation approach that incorporates ESG criteria and uses a variety of instruments including mutual funds, ETFs, options, and futures to tailor portfolios to clients’ objectives and risk tolerances.

Jared Funk is a financial advisor with Embree Financial Group, holding a Series 66 designation and 13 years of industry experience. Prior to joining Embree Financial Group in 2023, he worked at MML Investors Services and MassMutual from 2011 to 2023. Outside of his advisory role, Jared is involved in insurance brokerage, focusing on individual and group life, health, disability, and long-term care insurance. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporations. The firm employs a fiduciary approach using fundamental, technical, and cyclical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities, while offering customized reporting and performance-based fee arrangements for qualified clients.