Jason Stevens is the sole advisor at Recondite Capital LLC in Naperville, IL, where he has worked since 2015. He holds the CFA® designation and Series 66 license and has 13 years of industry experience. Recondite Capital LLC provides portfolio management and financial planning services to a small client base consisting of high-net-worth individuals and business or institutional clients. The firm combines discretionary portfolio management with subscription-based publications and security pricing or rating services.

Carol Anderson is the sole advisor at Anderson Wealth Advisors LLC in Naperville, IL, holding Series 63 and Series 65 licenses with 47 years of industry experience. She has worked at FSC Securities Corporation and OSAIC before founding her current firm. In addition to financial advising, she sells life insurance as an outside business activity. Anderson Wealth Advisors LLC provides fee-based financial planning and investment advice tailored to individual retirement and investment goals.

John Waller is a financial advisor with Stratitech Consulting, Inc. He holds the Series 65 credential and has 10 years of industry experience. He has worked at Martin Matthews Group, Inc. since 2008. Stratitech Consulting, Inc. is an independent firm serving clients through personalized financial strategies.

Robert Pachciarz is the sole advisor at Pinnacle Financial Planning in Aurora, Illinois, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC and Elevated Capital Advisors, LLC. Pinnacle Financial Planning provides investment advice and financial planning to individuals, high net worth clients, trusts, and estates through recommending and monitoring third-party money managers rather than directly managing client assets. The firm combines a solicitor/referral model with fixed-fee financial planning and an affiliated insurance sales activity.