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.

David Garcia is a financial advisor at Regal Advisory Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Regal Discount Securities, Inc. since 1998. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, using a blend of fundamental and quantitative research 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.

Skaiste Aksomitaite is a financial advisor at Regal Advisory Services, Inc. with 20 years of industry experience. She holds a Series 65 designation and has been with Regal Advisory Services and its affiliated broker-dealer, Regal Securities, since 2005. Regal Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm’s investment process combines fundamental and quantitative research tailored to client goals and risk tolerance, offering a range of strategies including equities, ETFs, options, alternative investments, and non-traded REITs.

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 63 and Series 65 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 serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management, employing a client-specific process that includes tailored asset allocation and ongoing portfolio monitoring.

Arthur Cohen is a financial advisor at Arthur M. Cohen & Associates LLC with 29 years of industry experience. He has been with Arthur M. Cohen and Associates since 1989. Cohen holds the Series 63 designation. Arthur M. Cohen & Associates, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm tailors strategies based on client time horizon and risk tolerance, primarily using fundamental analysis, and manages over $1.1 billion in discretionary assets.

Kevin Stemberger is a financial advisor with Regal Advisory Services, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Noble Capital Partners since 2007 and serves as managing member of KJ Stemberger LLC, an accounting firm. Additionally, he is a committee member of the National Cancer Institute Council of Research Advocates. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm offers portfolio management, financial planning, and retirement plan advisory services, employing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Jeffrey Dehaan is a CFP® with 16 years of experience in the financial advisory industry, currently serving at Clearwater Capital Partners. He has been with Clearwater Capital Partners and its affiliates since 2013. In addition to his advisory role, he places insurance products for clients as part of their overall wealth management plans. 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 emphasizes portfolio management guided by written Investment Policy Statements and employs a mix of fundamental, technical, quantitative, and thematic analysis.

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.

John Valleau Jr. is a CFP® and Series 65-licensed advisor with 28 years of industry experience. He has worked at ShankerValleau Wealth Advisors, Inc. since 1993 and is also involved with ShankerValleau Accountants, Inc., an accounting firm where he assists with tax preparation. ShankerValleau Wealth Advisors, Inc. is a six-advisor team managing approximately $550 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes diversified, low-cost, research-driven portfolio management primarily using structured strategies from Dimensional Fund Advisors, combined with ongoing financial planning and both discretionary and limited non-discretionary services.

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.

Daniel Borello is a financial advisor at James T. Borello & Co. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2016. James T. Borello & Co. provides investment advisory and financial planning services to individuals, high-net-worth clients, family offices, small businesses, trusts, and other entities. The firm combines discretionary investment management with financial planning, utilizing asset allocation models supported by quantitative and qualitative analysis, third-party research, and periodic portfolio reviews.

Todd Needlman is a financial advisor at Parkside Investments, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Parkside Investments since 2018, following five years at Interactive Brokers LLC. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, and other institutional clients. The firm employs a long-term, fundamental analysis-driven approach focused on large-cap core equity portfolios, supplemented by fixed income, ETFs, option-based strategies, and private investment allocations.

Colleen Nesslar is a financial advisor at Pendulum Wealth Partners with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Ameriprise, Wealth Enhancement Group, Raymond James Financial, and Charles Schwab. Pendulum Wealth Partners serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing investment advisory and financial planning services. The firm employs a fundamental, long-term investment approach and offers a family office suite alongside discretionary portfolio management and standalone financial planning.