Scott Graziano is a financial advisor with Chicago Investment Advisory Council, Inc. He holds a Series 65 designation and has less than one year of industry experience. Prior to joining Chicago Investment Advisory Council, he held positions at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., among others. Chicago Investment Advisory Council serves both individual and high-net-worth retail investors, providing portfolio management through its Active Asset Management Program, financial planning, and educational workshops. The firm uses proprietary model portfolios and maintains a high client-to-advisor ratio to deliver standardized and scalable advisory services.

J Gimbel V is a financial advisor at Fiduciary Financial Partners, LLC with one year of industry experience and holds the Series 66 designation. Prior to joining Fiduciary Financial Partners, he worked at Bank of America and has experience in various roles including positions at Denison University and in small business operations. Fiduciary Financial Partners serves individuals, including high-net-worth households, and employer-sponsored retirement plans by providing wealth management, financial planning, and retirement plan advisory services. The firm manages approximately $293 million in assets across five offices, employing a team approach and integrating portfolio management with comprehensive financial planning.

Shawn Cook is a financial advisor with USAdvisors Wealth Management, LLC, holding a Series 66 license and bringing 12 years of industry experience. He has worked at multiple firms including Securities America, Inc. and Questar Asset Management. Outside of advisory work, he has served as past president and board member of the Park Ridge Chamber of Commerce and owns businesses in insurance and consulting. USAdvisors Wealth Management, LLC offers discretionary portfolio management and financial planning to individuals, trusts, charitable organizations, and businesses. The firm utilizes a combination of fundamental analysis, asset allocation, and model portfolios developed with third-party providers, managing accounts on a discretionary basis with regular suitability reviews.

Brent Fields is a CFP® with 27 years of experience in the financial industry. He is currently with Total Clarity Wealth Management, Inc., where he has worked since 2007, and previously held positions at LPL Financial LLC and Cetera Advisor Networks LLC. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers a range of services including discretionary portfolio management, financial and retirement planning, and 401(k) plan advisory, utilizing various investment strategies from conservative wrap programs to more actively managed approaches.

Lydia Newby is a CFP® with eight years of industry experience currently serving at Timothy Financial Counsel, Inc. She has been with the firm since 2017 and previously worked at Marsh USA Inc. from 2012 to 2017. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching through a structured planning menu and prefers diversified investments such as no-load mutual funds and ETFs, operating without discretionary authority over client assets.

Miaciah Manuel is a CFP® with 18 years of industry experience and has been with Fiduciary Financial Partners, LLC since 2012. Based in Naperville, IL, she holds Series 63 and Series 65 licenses. Fiduciary Financial Partners provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm combines fundamental and quantitative investment methods to construct portfolios and offers both discretionary management and written financial plans.

Kathleen Panek Rickerson is a financial advisor with Total Clarity Wealth Management, Inc., holding a Series 66 designation and six years of industry experience. She has worked with Total Clarity Wealth Management and LPL Financial since 2018. Outside of financial advising, she has been involved with BabySnApps since 2013. Total Clarity Wealth Management is a multi-advisor wealth management and financial planning firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, 401(k) advisory, and donor-advised fund services, utilizing a range of investment strategies from conservative wrap programs to more active approaches for qualified investors.

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.

Terrence Cicero is a CFP® credentialed financial advisor with 18 years of industry experience. He has been with DHJJ Financial Advisors and DigioVine, Hnilo, Jordan & Johnson, Ltd. since 2007. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million across eight advisors, serving both individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm offers integrated tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a range of investment vehicles.

John Davis is a financial advisor with Chicago Investment Advisory Council, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been affiliated with both Chicago Investment Advisory Council and J.W. Cole Financial, Inc. since the late 1990s and early 2000s, respectively. Outside of his advisory work, he serves as a board member of the Sunset Harbour Yacht Club and is a racecar driving instructor at Blackhawk Farms Raceway. Chicago Investment Advisory Council, Inc. serves retail clients, including both non‑high-net-worth and high-net-worth individuals, providing portfolio management, financial planning, and educational workshops through a team of five advisors. The firm employs proprietary model portfolios with discretionary trading authority and manages approximately 1,100 client relationships.

Cheryl Krueger is a CFP® with 19 years of experience in financial advising. She is currently with Vantage Point Financial, LLC, a team-based firm, where she has worked since 2026. Her prior experience includes leadership roles at Growing Fortunes Financial Partners and CGN Advisors, LLC. She serves as Managing Member of Growing Fortunes Financial Partners LLC, which provides administrative support for her activities at CGN Advisors. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners offering investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, along with discretionary portfolio management and integrated planning advice.

Ronny Mark is a financial advisor with Chicago Investment Advisory Council, Inc., holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has worked at Uhlmann Price Securities since 2013 and has been involved with Perpetual Wealth Capital Management, LLC since 2012, as well as the Price Group since 1994. Outside of his advisory roles, he serves as president of Price Futures Group, where he oversees all hedging activities. Chicago Investment Advisory Council, Inc. serves retail and high-net-worth investors through a five-advisor team, offering portfolio management via proprietary model portfolios and a range of financial planning and educational services.

Sean Poquette is a financial advisor at Leelyn Smith, LLC with one year of industry experience. He holds a Series 66 designation and has prior work history at LPL Financial LLC and The State Bank of Geneva. Poquette is also a licensed notary in the state of Illinois. Leelyn Smith, LLC serves individual clients, pension and profit-sharing plans, corporations, business entities, and trusts by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach utilizing equities, fixed income, mutual funds, ETFs, and multiple technology platforms for reporting, risk analysis, and account management.

Vicente Ereneta is a Series 65-credentialed financial advisor with one year of industry experience. He is currently with Timothy Financial Counsel, Inc., where he has worked since 2023. His background includes roles in financial services at Allgood Financial - LPL Financial and Legacy Wealth Advisors - Raymond James, as well as experience in education and community organizations. 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 through a time-based billing model, favoring diversified no-load mutual funds and ETFs with a focus on asset allocation and rebalancing rather than ongoing portfolio management.

Daniel Rohlfing is a CFP® and Series 66 license holder with 20 years of industry experience. He has worked at Wells Fargo Advisors from 2006 to 2017 and has been with Lantz Financial LLC since 2017, where he serves as part of a seven-advisor team. Prior to that, he spent four years at Private Client Services. Lantz Financial LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $994 million in client assets, focusing on globally diversified portfolios based on modern portfolio theory and fundamental security analysis.

Scott Brown is a financial advisor with RAI Wealth in Naperville, IL, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he serves as a councilman for the City of Wheaton and has participated on advisory councils and boards related to Christian mental healthcare and Wheaton College. RAI Wealth provides investment advice and financial planning to a diverse client base, including individuals, families, trusts, and retirement plans. The firm employs a combination of third-party model portfolios and in-house management, using modern portfolio theory and quantitative analysis to tailor strategies to client objectives and risk tolerances.

Makinzie Stack is a financial advisor with Leelyn Smith, LLC, holding a Series 66 designation and eight years of industry experience. She has worked at LPL Financial LLC since 2017 and has been with Leelyn Smith, LLC since 2013. Outside of her advisory role, she serves as a notary public. Leelyn Smith, LLC serves individual clients, pension and profit-sharing plans, corporations, business entities, and trusts by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes in-house management, separate managers, and model portfolios, supplemented by multiple technology and service providers.

Daniel Kuczero is a financial advisor at T2 Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with T2 Asset Management since 2015. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm manages approximately $165 million using proprietary, rules-based models that combine technical and fundamental analysis to guide asset allocation and risk management across multiple portfolio profiles.

Suzanne Lockwoodfisher is a financial advisor at DHJJ Financial Advisors with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Cetera Advisor Networks, and Total Clarity Wealth Management. Since 2020, she has been with DHJJ Financial Advisors, a team of eight advisors based in St. Charles, IL. DHJJ Financial Advisors manages approximately $543.5 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan services. The firm employs client-specific investment policies and manages accounts primarily on a discretionary basis, with a notable affiliation to a Certified Public Accounting firm that provides tax and accounting services under separate agreements.

Donald Robinson is a financial advisor with Vantage Point Financial, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Northwestern Mutual and Thomas Canale. He has served as an ordained minister since 2017 and is vice president and a board member of Youth Outreach Services, Inc., a nonprofit serving youth and families in the Chicagoland area. Vantage Point Financial is a team of 16 advisors serving individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while also incorporating alternative investments and tax planning through affiliated entities.