Jeffrey Martin is a financial advisor at KDM Wealth Management Inc. in Geneva, IL, holding a Series 65 designation with 20 years of industry experience. He has worked with Hieser Webb Capital Management since 2008 and Webb Financial Advisors since 2005. KDM Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans, offering customized wealth management and discretionary portfolio management. The firm emphasizes low-cost, diversified portfolios using index and passive investments combined with fundamental analysis, and provides additional services such as retirement-plan advisory, proxy-voting, and outsourced tax-preparation and estate-planning support.

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.

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.

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.

Donovan Sanchez is a CFP® with 10 years of industry experience, currently serving as an advisor at Model Wealth, Inc. He has previously worked at Skyview Financial Planning, Savant Capital Management, and Northwestern Mutual. Sanchez is also a full-time financial planning instructor at the University of Illinois Urbana-Champaign. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm emphasizes a broadly passive investment approach with cost-effective, tax-aware implementation and integrates both robo-managed strategies and direct indexing within a flat annual fee structure.

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.

Randall Bruns is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Model Wealth, Inc. He has held roles at HighPoint Advisor Group and LPL Financial prior to joining Model Wealth. Model Wealth is a fee-only advisory firm that serves individuals, families, estates, trusts, high-net-worth clients, and small businesses. The firm uses a passive, cost- and tax-efficient investment approach, employing ETFs, mutual funds, individual equities, fixed income, and direct indexing strategies, supported by digital tools and collaboration with other professionals.

John Long is a financial advisor with Total Clarity Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Total Clarity Wealth Management in 2023, he worked at Capital Point Financial Group, Ltd. and LPL Financial, LLC. Outside of his advisory work, Long officiates high school and middle school football and coaches and referees youth and high school basketball. Total Clarity Wealth Management is a multi-advisor wealth management and financial planning firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and specialized services, utilizing a range of investment strategies including model portfolios, third-party managed accounts, and in-house programs tailored to varying risk profiles.

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.

Alex Offerman is a CFP® with eight years of industry experience, currently serving as an advisor at Model Wealth. He has worked at Model Wealth since 2018 and has held roles at Highpoint Advisor Group, LLC, and LPL Financial, LLC. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm emphasizes a broadly passive investment approach with cost-effective, tax-aware implementation and integrates robo-advisor strategies and direct indexing within a flat annual fee structure.

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.

Casey Moss is a financial advisor at Total Clarity Wealth Management, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Capital Pointe and HighPoint Advisor Group. In addition to his advisory role, he owns and operates Casey Moss Tax & Accounting, LLC, providing tax preparation and accounting services. Total Clarity Wealth Management is a multi-advisor firm serving individuals, trusts, estates, charitable organizations, corporations, and 401(k) plan sponsors. The firm offers comprehensive financial planning and discretionary portfolio management through various programs, utilizing mutual funds, ETFs, equities, and third-party models with custody primarily through Schwab and LPL.

Michael Lantz is a CFP® professional with 35 years of industry experience. He is a founding advisor at Lantz Financial LLC, where he has worked since 2017, and previously spent 25 years at Wells Fargo Advisors. His prior experience also includes a role at Private Client Services from 2018 to 2022. Lantz Financial LLC provides portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in client assets and employs a globally diversified investment approach grounded in modern portfolio theory, utilizing mutual funds and ETFs supported by fundamental and market analysis.

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.

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.