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.

Charles Millington is a CFP® with 40 years of industry experience. He is the president of Millington & Co and a manager at Millington Financial Advisors, LLC, where he has worked since 2000 and 2011, respectively. Prior to these roles, he spent 12 years at MacGregor Global Investments, LLC. Millington Financial Advisors serves individual and high-net-worth clients, families, estates, corporations, trusts, and retirement plans, providing discretionary investment management along with financial planning, pension consulting, and retirement-plan advisory services. The firm incorporates tax planning and estate-planning facilitation into its offerings and manages portfolios using a mix of equities, fixed income, mutual funds/ETFs, alternative investments, and third-party managers.

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.

Cole Vickrey is a financial advisor with IntentGen Financial Partners in Naperville, IL, holding a Series 66 designation and four years of industry experience. He has worked with firms including Purshe Kaplan Sterling Investments and Thrivent Investment Management. IntentGen Financial Partners provides asset management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and profit sharing plans, and corporate clients. The firm employs a multi-advisor team structure and uses a variety of investment methods to construct portfolios that incorporate equities, fixed income, options, REITs, private funds, and other alternatives.

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.

Jack Ayotte is a financial advisor with IntentGen Financial Partners in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Cetera and Thrivent Advisor Network, and he is also the managing member of Ayotte Decker LLC, a CPA firm he has operated since 1991. IntentGen Financial Partners provides asset management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm manages approximately $756 million in discretionary and non-discretionary accounts through a multi-advisor team and employs a diverse investment approach incorporating modern portfolio theory, fundamental and technical analysis, quantitative models, and third-party manager research.

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.

Charles Millington is a financial advisor at Millington Financial Advisors, LLC in Naperville, IL, holding a Series 65 credential with two years of industry experience. Prior to his advisory role, he worked in the food service industry and has been a full-time student for several years. Millington Financial Advisors serves individual and high-net-worth clients, families, estates, corporations, trusts, and retirement plans, offering discretionary investment management along with financial planning, pension consulting, and retirement-plan advisory services. The firm integrates tax planning and estate-planning facilitation into its services and manages portfolios using a diversified approach that includes equities, fixed income, mutual funds/ETFs, alternative investments, and third-party managers.

Luke Lamar is a CFP® and CFA® affiliated with Timothy Financial Counsel, Inc. in Wheaton, IL, with six years of industry experience. He previously worked at First Trust for four years before joining Timothy Financial Counsel in 2020. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that offers project-based advice and individual consultations on topics such as retirement planning, tax strategies, and estate planning. The firm serves individuals, families, businesses, and other entities, emphasizing asset allocation and diversified exposure through no-load mutual funds and ETFs while focusing on advisory and implementation coaching rather than ongoing portfolio management.

Michael Thrasher is a CFP® professional at Timothy Financial Counsel, Inc. in Wheaton, IL, with nine years of industry experience. He has been with Timothy Financial Counsel since 2015. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm offers project-based advice on a range of financial topics and emphasizes a time-based billing model with no custody of client funds or discretionary authority, focusing on advisory and implementation coaching rather than ongoing portfolio management.

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.

James Oswald is a CFA® charterholder with 11 years of industry experience. He has worked at T2 Asset Management, LLC since 2015 and was previously with Asbury Investment Management LLC from 2019 to 2023. Based in Naperville, IL, he is part of a seven-advisor team at T2 Asset Management. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm uses proprietary, rules-based models combining technical and fundamental analysis to manage multi-asset portfolios across various risk profiles.

William West is a CFP® professional with 10 years of experience in financial advising. He is currently with RAI Wealth, where he has worked since 2014, and previously worked at Securities America Advisors and National Planning Corporation. West serves on the Wheaton Academy Alumni Board, a nonprofit private high school, participating in community advocacy and alumni events. RAI Wealth provides investment advice and financial planning to individuals, families, high-net-worth clients, trusts, estates, corporations, small businesses, and retirement plans. The firm uses a combination of third-party model portfolios and in-house management, applying quantitative and fundamental analysis to tailor portfolios to client objectives and risk tolerances.

Michael Lantz is a CFP® with 36 years of industry experience, currently serving at Lantz Financial LLC, where he has worked since 2017. Prior to that, he spent 25 years with Wells Fargo Advisors and four years at Private Client Services. He holds a Series 63 designation and operates out of Naperville, IL. Lantz Financial LLC serves individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $994 million in assets and employs a globally diversified investment approach using mutual funds, ETFs, and tailored strategies aligned with clients’ risk profiles and objectives.

Ashley Janosek is a CFP® and Series 65-licensed advisor with one year of industry experience. She is currently with Trillium Wealth LLC and has prior experience at firms including CWM, LLC and Synergy Financial Services. In addition to her advisory role, she works as an accountant preparing tax returns for Trillium Tax, LLC. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and private placement investment access for individuals, trusts, pension plans, corporations, and other entities. The firm employs quantitative, fundamental, technical, and economic analyses with both long- and short-term strategies and maintains $544 million in discretionary assets under management across approximately 625 client relationships.

Charles Millington is a CFP® professional with 19 years of experience in the financial industry. He has been with Millington Financial Advisors, LLC since 2014 and holds a Series 66 license. Outside of his advisory role, Millington serves as an accountant and CFO for Millington Insurance and also works as an insurance agent. Millington Financial Advisors serves individuals, high-net-worth clients, families, estates, corporations, retirement plans, trusts, and foundations with discretionary investment management, financial planning, and retirement-plan consulting. The firm incorporates tax planning and estate-planning facilitation into its services and utilizes a variety of investment strategies, including cyclical, fundamental, and technical analysis, with ongoing account monitoring and periodic client reviews.

Joseph Schmitt is a financial advisor at IntentGen Financial Partners with six years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments. Schmitt is also a licensed insurance producer, selling and servicing fixed insurance contracts. IntentGen Financial Partners manages approximately $756 million and serves individuals, trusts, pension and profit sharing plans, and corporate clients. The firm employs a multi-advisor team approach and uses a range of investment methodologies, including modern portfolio theory, fundamental and technical analysis, and quantitative models, to create tailored portfolios.

Kara Vance is a CFP® and Series 65 professional with 15 years of experience in financial advisory services. She has been with Timothy Financial Counsel, Inc. since 2016. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on various financial topics and emphasizes diversified exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing, without offering ongoing portfolio management or discretionary authority.