Hanna An is a CFP® professional with experience at COFG Advisors, LLC and Daniel Choi CPA, Inc., totaling several years in financial services. She currently serves at Chicago Oakbrook Financial Group in Oak Brook, IL. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized wealth management, discretionary portfolio management, and comprehensive financial planning, utilizing a broad range of securities and investment strategies tailored to client objectives.

Teresa Mitchell is a CFP® with 25 years of experience in financial advisory services. She is affiliated with Signature Financial Services, Ltd and has a background that includes a long-standing accounting practice under Teresa L. Henley CPA since 1996. Mitchell also maintains an accounting practice outside of her advisory work. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven and grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of mutual funds and ETFs, with a focus on periodic rebalancing rather than high-frequency trading.

Michael Cava is a CFP® and CFA® with eight years of industry experience. He is a vice president and senior portfolio manager in the wealth management department at Old Second National Bank and also serves as an advisor at River Street Advisors, LLC. Prior to this, he worked at Fifth Third Private Bank from 2014 to 2018. River Street Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in client assets and employs a combination of quantitative analysis, fundamental and technical research, and derivative strategies to construct and monitor portfolios.

Sean Moran is a CFP® with 21 years of experience in financial services. He is currently with Pinnacle Financial Group LLC and has previously worked at Charles Schwab and UBS Financial Services Inc. Pinnacle Financial Group LLC is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines modern portfolio theory with factor investing, quantitative optimization, and third-party research to provide personalized financial planning and investment management.

William Tasker is a financial advisor at 4Wealth Advisors, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at Retirement Income Management, Inc. and Mach 6, LLC. He also serves as an adjunct professor teaching finance classes at Lewis University. 4Wealth Advisors, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers customized investment strategies and integrates accounting and insurance services through affiliated entities.

Aldo Vultaggio is a CFA® charterholder with 18 years of industry experience. He has been with Capstone Financial Advisors Inc since 2016. Capstone Financial Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset-class allocation, cost control, and tax efficiency, employing a multi-year investment outlook with a range of strategies and access to private fund investments for qualified investors.

Kevin Rochford is a financial advisor with Clearwater Capital Partners, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Bernstein, Satter Management, and Bessemer Investor Services, Inc. Clearwater Capital Partners offers family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base, including high-net-worth individuals and institutional clients such as sovereign wealth funds and government entities, employing a variety of investment strategies and maintaining several affiliated entities to provide integrated financial solutions.

Camilla Corso is a CFP® professional with 14 years of experience in financial advising. She has been with DigioVine Hnilo Jordan + Johnson, Ltd. since 2010. Corso is based in Bartlett, IL, and works as part of an eight-advisor team at DHJJ Financial Advisors. DHJJ Financial Advisors manages approximately $543.5 million and serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm integrates investment management with access to tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a variety of investment vehicles.

Jason Telford is a CFP® and CFA® with 14 years of industry experience. He has been with Capstone Financial Advisors, Inc. since 2004. Capstone Financial Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management along with financial planning, pension consulting, tax preparation, and access to private fund investments. Its investment approach emphasizes asset-class allocation, cost control, and tax positioning, utilizing mutual funds, ETFs, individual securities, and third-party sub-advisers under an Investment Committee’s oversight.

Thomas Obrien is a financial advisor at Rothschild Wealth LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Morningstar Investment Services, Genesis Global Trading, and Astor Investment Management. He is a silent equity partner of TRAIN, LLC, a private workout facility, where he serves on a sub-committee for rules and bylaws. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities, offering financial planning and portfolio management services. The firm uses asset-allocation models tailored to client objectives and employs quantitative methods and third-party sub-advisers to manage portfolios across various investment vehicles.

Michael Johnson is a financial advisor at PCG Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC, Johnson, Peterek & Howse LLC, Richard K Johnson & Associates, and Mazars USA. Outside of advising, he is involved in tax preparation and accounting through his activities with MEJ and Associates and Johnson, Peterek & Howse LLC. PCG Wealth Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $931 million for about 1,800 clients. The firm offers customized portfolio management and financial planning with a focus on long-term strategies using low-cost mutual funds and ETFs, alongside other investment vehicles tailored to client needs.

Cynthia Mittlestaedt is a CFP® and holds a Series 65 license, with six years of industry experience. She is currently with Vertex Partners and has previously worked at Highpoint Planning Partners, Aspire Planning Group, and Edward Jones. Vertex Partners provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm tailors portfolios based on clients’ risk tolerance, time horizon, and liquidity needs, utilizing a variety of investment strategies including proprietary model portfolios, mutual funds, ETFs, individual securities, and third-party program platforms, with ongoing monitoring and rebalancing.

Carter King is a financial advisor at Clearwater Capital Partners with a Series 65 designation and several years of experience including roles at Ascensus and Royal Valet Tulsa. His background also includes positions in education at Oral Roberts University and Westminster Christian School. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services such as private wealth management, family office support, and retirement plan advisory. The firm employs a disciplined investment approach based on written Investment Policy Statements and combines fundamental, technical, quantitative, and thematic analysis to manage client portfolios, often on a discretionary basis.

Tina Barrile is a CFP® and CFA® with 19 years of industry experience. She is currently with The Dala Group, LLC and has previously worked at Northern Trust Co., BDF LLC / Corient, and Hemsley & Associates, Ltd. The Dala Group serves individual and high-net-worth clients through portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm combines fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using a range of investment vehicles tailored to client objectives and risk tolerance.

Julia Foran is a financial advisor at Stenger Family Office, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Calamos Investments, as well as served in the United States Senate. Stenger Family Office serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, managing approximately $735 million. The firm offers tailored financial planning, portfolio management, wealth and family office services, and pension consulting, utilizing a combination of mutual funds, ETFs, individual securities, and independent managers overseen by an investment committee.

Erin Fogarty is a financial advisor at Wellment Financial in Elmhurst, IL, holding a Series 65 designation with seven years of industry experience. She has worked with FSR Wealth Management and FSR Insurance Planning, Ltd., where she is a licensed insurance agent. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions, focusing on retirement planning and tax strategies. The firm implements diversified model portfolios using various investment approaches and offers managed accounts through a third-party sub-advisor and wrap-fee platform.

Kaitlin Hyland is a financial advisor at Horizon Wealth Management with four years of industry experience. She holds the Series 65 designation and has worked previously at Cresset Asset Management and Horizon Wealth Management. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach using diversified portfolios of mutual funds, ETFs, and individual securities, supported by ongoing monitoring and periodic reviews.

Brian Szymczak is a financial advisor with Wellment Financial in Elmhurst, IL, holding a Series 65 designation and four years of industry experience. He has previously worked with Portfolio Solutions Group and has been associated with FSR Wealth Management, Ltd. and FSR Insurance Planning, Ltd. since 2018. Wellment Financial serves individuals, high-net-worth clients, and institutions with investment management, manager selection, and financial planning, emphasizing retirement and tax strategies. The firm utilizes diversified model portfolios and employs approaches including value investing and direct indexing, offering both discretionary and non-discretionary account management.

Andrew Grider is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Leelyn Smith, LLC. His career includes roles at LPL Financial and National Planning Corporation. Outside of his advisory work, he is involved in tax preparation and accounting through ownership of Leelyn Smith Tax, LLC. Leelyn Smith, LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, businesses, and trusts. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, utilizing both in-house and external managers, and supports clients with technology platforms for reporting, risk analysis, and tax-efficient asset management.

Melissa Imbrogno is a CFP® with 15 years of industry experience, currently serving as a team leader and relationship manager at RAI Wealth. Her prior experience includes roles at Securities America Advisors and National Planning Corporation. She and her husband volunteer with Bridge Communities, mentoring a homeless family through a two-year transitional housing program. RAI Wealth provides investment advice and financial planning to a diverse client base, including individuals, families, trusts, and retirement plans. The firm combines third-party model portfolios and in-house management using modern portfolio theory and quantitative analysis to tailor strategies to client objectives and risk tolerances.