Ronald Doweidt is a financial advisor at San Blas Advisory, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at Prosperity Wealth Management, Inc., Brokers International Financial Services, LLC, and Investment Advisors Corp. San Blas Advisory, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm manages approximately $219 million in assets using a mix of fundamental, technical, and qualitative analysis, employing discretionary and non-discretionary portfolio management with a focus on asset allocation and value-oriented strategies.

Christian Cruz is a financial advisor at Cruz Investments & Wealth Management with four years of industry experience. He holds a Series 65 designation and previously worked at Advisors Excel from 2016 to 2019. In addition to his advisory role, Cruz is licensed as an insurance agent, focusing on life and health insurance sales and policy reviews for clients. Cruz Investments & Wealth Management primarily serves pooled investment vehicles and institutional clients, offering financial planning, qualified plan management, and third-party investment adviser selection and monitoring. The firm emphasizes asset allocation using external research and analytical tools, tailoring recommendations to clients' objectives, risk tolerance, and time horizon.

Christopher Casey is a CFA® charterholder with 10 years of industry experience. He has been with Windrock Wealth Management since 2013 and currently serves as an advisor at the firm in Naperville, IL. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors, providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm uses a macroeconomic, multi-year asset-allocation approach across traditional and alternative investments and is notable for sponsoring private funds and offering those opportunities to clients alongside standard advisory services.

David Jordan is a financial advisor at QVG, LLC with one year of industry experience. He holds a Series 65 designation and has operated a YouTube channel since 2023. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm employs a model-driven, quantitative investment approach primarily focused on Russell 3000 securities, incorporating derivatives and complex fixed-income instruments across various strategies.

Jessica Stanley is a financial advisor at Rezny Wealth Management, Inc. in Aurora, IL, holding a Series 65 designation with 13 years of industry experience. She has been with Rezny Wealth Management since 2009. Rezny Wealth Management primarily serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management and integrated financial planning on a fee-only basis. The firm manages approximately $506 million in client assets, utilizing a Global Tactical Opportunity Portfolios framework that combines quantitative and fundamental analysis across a range of investment styles.

James Jacobson is a financial advisor at Capital Ideas in Naperville, IL, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities and RiverNorth Capital Management. Outside of his advisory work, he is involved with a franchised bakery and acts as a partner in a business consulting firm. Capital Ideas serves a range of clients including individuals, families, and charitable organizations, managing approximately $336 million in assets through a team-based approach that uses fundamental and technical analysis, proprietary models, and outside research.

Michael Sedlak is a CFP® and CFA® with 24 years of experience in financial advising. He is currently with Sikich Financial and also serves as a manager for Golden Trail Advisers, where he has worked since 2010. Sedlak holds a Series 63 license and is based in Burr Ridge, Illinois. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a diversified, asset-class-based investment approach emphasizing passive strategies and integrates investment management with financial planning and retirement plan consulting.

David Bach is a financial advisor with River Street Advisors, LLC and holds a Series 65 credential. He has eight years of industry experience and has worked at River Street Advisors and Old Second National Bank since 2016. In addition to his advisory role, he serves as the Wealth Compliance & Internal Control Officer for the Wealth Management Department at Old Second National Bank. River Street Advisors provides discretionary portfolio management and financial planning services to individuals, state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in assets through a team of ten advisors, employing a combination of quantitative and fundamental analysis, derivative strategies, and third-party tools to construct and monitor portfolios.

Brandon Muzzarelli is a financial advisor with 1834 Investment Advisors Co. and holds a Series 65 designation. He has one year of experience at 1834 Investment Advisors and 19 years of experience at Old National Bank, where he is a portfolio manager. Outside of his advisory role, he serves as the Treasurer for the Village of Gardner, IL. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies, working closely with its affiliate Old National Bank and offering specialized services such as cash-balance defined benefit plan management and private investment consulting.

Steven Meves is a CFA® charterholder and holds a Series 66 designation with 13 years of experience in the financial industry. He has worked with Old Second National Bank and River Street Advisors, LLC for the past ten years. Both firms are located in Aurora, IL. River Street Advisors, LLC offers discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in client assets through a team of ten advisors and employs quantitative techniques alongside fundamental and technical analysis to construct and monitor portfolios.

Ashley Janosek is a CFP® and holds a Series 65 license with one year of industry experience. She has worked at Trillium Wealth LLC since 2024 and also serves as an accountant preparing tax returns for Trillium Tax, LLC. Prior to this, she held positions at CWM, LLC, OSAIC, Securities America, Inc., Watts & Associates, and Synergy Financial Services. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm combines multiple investment approaches including quantitative, fundamental, technical, and economic analysis, and manages over $544 million in discretionary assets across roughly 625 client relationships.

Rick Kennedy is a financial advisor at Meristead Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fisher Investments, Inc. since 2003 and Stansberry Asset Management since 2025. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and participating in third-party asset management programs. The firm’s investment approach combines top-down macro analysis with fundamental bottom-up research to pursue value-oriented strategies across global equities and credit, including special situations and distressed investments.

Amy Lynch is a financial advisor with River Street Advisors, LLC and holds a Series 65 designation. She has eight years of industry experience and has worked concurrently at Old Second Bank since 2015, where she serves as an investment assistant for the Wealth Department. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual, institutional, and charitable clients. The firm employs a combination of quantitative and fundamental analysis, written investment policies, and diversified portfolios, including the use of derivatives and option strategies for suitable accounts.

Matthew Gill is a financial advisor with M. Brown Financial Advisors in Naperville, IL, holding CFP®, Series 63, and Series 65 credentials. He has six years of industry experience, including roles at Ausdal Financial Partners and other financial and service-related firms. Outside of advising, he is involved as a member in a farm land investment entity. M. Brown Financial Advisors primarily serves as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, offering discretionary portfolio management, customized accounts, and retirement plan consulting. The firm combines active tactical allocation with diversified models and uses a variety of investment strategies, managing most client accounts on a discretionary basis.

Donald Powell is a CFA® charterholder with four years of industry experience. He is currently a Portfolio Manager at 1834 Investment Advisors Co. and also holds a similar role at 1834 Wealth Management, a division of Old National Bank. Both firms are subsidiaries of Old National Bancorp. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies and leverages both internal and external models, including proprietary strategies developed in affiliation with Old National Bank.

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.

Adivaraha Jayasankar is a financial advisor at Bellwether Investment Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Bellwether since 2023, following roles at Mainstay Capital Advisors and Wealth Foundations Solutions, LLC. Outside of his advisory role, Jayasankar is involved in insurance sales through Wealth Foundation Solutions and provides tax preparation and review services at Zoller, Swanson and Company. Bellwether Investment Group offers advisory services to individuals, businesses, trusts, estates, and retirement plan sponsors, delivering financial planning, portfolio management, and retirement consulting. The firm employs a range of investment strategies including equities, ETFs, bonds, and managed programs, and is notable for its multi-office team structure and use of leverage and structured strategies.

Jacqueline Runnberg is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at River Street Advisors, LLC and Old Second National Bank. She has been with River Street Advisors since 2015 and concurrently works within the wealth management department at Old Second National Bank. River Street Advisors, LLC is an independent asset management and financial planning firm that serves individual, institutional, and charitable clients. The firm employs a disciplined investment process using written policy statements, model portfolios, and a combination of quantitative and fundamental analysis.

Charles Brown is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. in Naperville, IL. He has worked at both Ausdal Financial Partners since 2012 and M.Brown Financial Advisors since 2021. Outside of his advisory duties, he serves as president of The Manors of White Eagle Homeowners Association, where he assists with financial decisions affecting the community. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm provides a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary portfolio management through various account structures and investment options.

Kelly Mc Shane is a financial advisor at Chicory Wealth in Naperville, IL, holding a Series 65 designation. Mc Shane has been with Chicory Wealth since 2026 and has 13 years of experience operating Kamm Creative LLC, an entrepreneurial venture outside the financial advisory industry. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm also offers tax preparation, estate planning assistance, business consulting, and model portfolio services to other registered investment advisers, employing a process that integrates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified, long-term portfolios.