Jeffrey Hansen is a CFP® with seven years of industry experience, currently serving at Capstone Financial Advisors Inc. He has worked previously at Wells Fargo Advisors, RubinBrown Advisors LLC, and Bank of America, among others. Hansen holds Series 66 and Series 63 licenses. Capstone Financial Advisors provides investment advisory and planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach emphasizes asset-class allocation, cost control, and tax efficiency, utilizing a mix of securities and third-party sub-advisers with a generally multi-year outlook.

Derrick Allen is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 designation with four years of industry experience. He has been with The Mosaic Financial Group since 2003. The Mosaic Financial Group primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and various business entities, managing approximately $898 million in assets. The firm emphasizes asset allocation and integrates accounting and tax services into its advisory platform, offering customized portfolio construction and both discretionary and non-discretionary advisory relationships.

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.

Richard Loria is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 registrations and offering 35 years of industry experience. He has been with MPS-LORIA Financial Planners and Loria Financial Group since 1999. Outside of advisory work, he is an independent licensed insurance agent and a managing member of Loria Financial Group, LLC. MPS-LORIA Financial Planners serves a varied client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs an open-architecture, predominantly discretionary investment approach, utilizing diversified allocations primarily composed of no-load mutual funds and ETFs and relies on quantitative screening and ongoing monitoring tools.

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.

Jaxon Bennett is a financial advisor at Timothy Financial Counsel, Inc. with a Series 65 designation and under one year of industry experience. His prior roles include various positions at Wheaton College and local financial institutions. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on a range of financial topics and emphasizes diversified investment exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

Martin Buehler is a financial advisor with Vestor Capital, LLC in Chicago, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been involved with VC Management, LLC and various Vestor Capital entities since 2010. Outside of his advisory work, he is a limited partner and passive investor in Aurora Sports Venture, LLC, a private real estate limited partnership. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, nonprofits, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that uses internal fundamental research to manage diversified portfolios across multiple asset classes and offers co-advisory and sub-advised strategies, supported by an affiliation with Focus Financial Partners.

Michael Corbett is a financial advisor with Perritt Capital Management Inc. in Chicago, IL, holding Series 65 and Series 66 designations and possessing 15 years of industry experience. He has been with Perritt Capital Management since 2010 and currently serves as President of the Perritt Funds, Inc., overseeing several microcap-focused mutual funds. Corbett also holds a leadership role at Rothschild Wealth, LLC. Perritt Capital Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, institutions, trusts, retirement plans, and other entities. The firm specializes in micro- and small-cap equity strategies with a long-term, fundamental analysis approach and manages both separately managed accounts and registered investment companies.

Brian Peterson is a CFP® professional with two years of industry experience at Capstone Financial Advisors Inc, where he has been working since 2009. He is based in Downers Grove, IL. Capstone Financial Advisors serves individuals including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm emphasizes asset-class allocation, cost control, and tax positioning, offering portfolio management, financial planning, pension consulting, and access to private fund investments under a multi-advisor team managing approximately $2.44 billion in assets.

Angeline Wozniak is a financial advisor at Chicago Oakbrook Financial Group with a Series 65 designation and one year of industry experience. Her prior roles include positions at Synergy One Landing, Inc., Guaranteed Rate, Nations Lending, and Midwest Lending. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm constructs tailored portfolios using a broad range of securities and strategies, supported by an institutional relationship with Raymond James and a licensed insurance agency platform.

Elena Sargent is a financial advisor at Factor Wealth Management with a Series 65 credential and industry experience totaling around 13 years. Her prior roles include positions at MGO/OneSeven, Savant Wealth Management, Brownson Rehmus & Foxworth, and Clune & Associates. Factor Wealth Management serves individuals, high-net-worth clients, business entities, charitable organizations, and pension and profit-sharing plans with investment management, financial planning, pension consulting, and third-party adviser selection. The firm employs a long-term, risk-based approach emphasizing global diversification and manages approximately $781 million in client assets.

Joseph Davidson is a Series 66-licensed financial advisor with five years of industry experience, currently with Goldstone Financial Group, LLC since 2021. His prior experience includes roles at Thrivent Financial and various educational institutions. He is also a licensed insurance agent authorized to sell life and fixed annuity products. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a combination of fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers ongoing portfolio management, written investment policy statements, and employs tactical ETF models alongside alternative strategies within wrap-fee and transaction-based account options.

Ranjit Bahadur is a financial advisor with Unique Wealth Strategies, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked with Private Advisor Group, LLC and LPL Financial, LLC. He is also involved with Creative Legacy Planning, a business related to non-variable insurance. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers a proprietary wrap program and employs a combination of fundamental, technical, quantitative, and modern portfolio theory approaches, including the use of derivatives and leverage within managed portfolios.

Kristi Wano is a financial advisor with SAGE Private Wealth Group, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Calamos Wealth Management LLC and BMO Harris Financial 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 through a client-specific process involving tailored asset allocation and ongoing portfolio monitoring.

Jeffrey Cribbs is a CFP® with 27 years of industry experience, currently serving at Chicago Wealth Management, Inc. since 2004. He is based in Chicago, IL, and holds Series 63 and Series 65 licenses. Chicago Wealth Management, Inc. is an SEC-registered advisory firm operating as a four-advisor team managing approximately $307 million for individuals, non-profits, and institutional clients. The firm employs a tactical investment approach focused on maximizing absolute long-term returns while limiting large portfolio losses, using a diversified mix of equities, ETFs, mutual funds, fixed income, and selective options strategies with periodic rebalancing.

Daniel O'Halloran is a financial advisor with Asset Strategies, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His background includes roles at American Trust Investment Services Advisory, Inc., American Trust Investment Services, Inc., and Chicago Capital Management Advisors, LLC. Outside of his advisory work, he is involved with the Upward Foundation, a nonprofit organization. Asset Strategies, Inc. provides discretionary portfolio management and standalone financial planning to individual and charitable clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage assets across equities, fixed income, mutual funds, and ETFs.

Hoan Taussig is a CFP® professional at Timothy Financial Counsel, Inc. with 14 years of industry experience. He has been with the firm since 2007. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on income management, retirement planning, tax strategies, and other areas, using a time-based billing model without custodial or discretionary authority, and generally recommends diversified no-load mutual funds and ETFs.

Ryan Decker is a CFP® with one year of experience at Vantage Point Financial, LLC. Prior to joining Vantage Point, he worked at PriceWaterHouseCoopers for five years and has been affiliated with North Central College since 2017. He is the founder of two non-investment-related businesses: Wealthency LLC, which provides financial education, and CentArbitrage LLC, focused on sports information. 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 emphasizing long-term portfolio construction using low-cost mutual funds and ETFs, while also offering discretionary portfolio management and integrated planning advice.

David Matuszak is a CFP® professional with 12 years of industry experience, currently serving at Strategic Investment Solutions, Inc. and Forum Financial Management, LP. His prior experience includes roles at Jones Lang Lasalle, The Huntington Investment Company, and BMO Harris Financial Advisors. He is also involved in fixed insurance sales. Strategic Investment Solutions is an SEC-registered multi-advisor firm that offers discretionary portfolio management and model-portfolio services to individuals, pension plans, trusts, and estates. The firm employs a hybrid passive investment approach focused on asset allocation and the Efficient Markets framework, utilizing diversified portfolios primarily composed of institutional funds from Dimensional Fund Advisors.

Ryan Watson is a financial advisor with Willis Towers Watson Securities, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Fisher Investments, MissionSquare Investment Services, and First Command. Watson served in the U.S. Air Force from 2017 to 2019 and attended the United States Air Force Academy. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which offers web-based financial planning, discretionary model portfolios, and asset allocation tools. The firm uses diversified model portfolios and asset-allocation modeling guided by Monte Carlo simulations and client inputs, supported by affiliated sub-advisers and insurance brokerage services.