Hannah Carter is a financial advisor at Carter Financial Group, Inc. with four years of industry experience. She holds a Series 65 designation and has worked at several firms, including LILA and Saint Julivert. In addition to her advisory role, she is licensed as an insurance agent specializing in life, accident, and health insurance. Carter Financial Group, Inc. is a team of five advisors managing approximately $382 million for individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm utilizes proprietary model portfolios and a range of investment strategies, combining quantitative and technical analysis with third-party research.

Kent Alexander is a financial advisor with American Investors Company, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at American Investors Company since 2012 and also participates in insurance brokerage through Brady Harbord Payne Insurance Brokers. Outside of finance, Alexander is an artist who creates and promotes his own artwork. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary asset management, financial planning, 401(k) advice, and conducts evaluations of third-party money managers while operating as both a registered broker-dealer and SEC-registered adviser.

John Gillespie is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He is currently a Senior Vice President at American Community Wealth Management, LLC, where he has worked since 2022. His prior experience includes roles at Triad Advisors, Alight Financial Advisors, LLC, and Alight Solutions, LLC. American Community Wealth Management provides investment advisory and financial planning services to individuals, business owners, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, group retirement plan consulting, and educational seminars, utilizing a combination of in-house portfolios and multiple third-party platforms.

Kevin Rochford is a financial advisor with Clearwater Capital Partners, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Bernstein, Satter Management, and Bessemer Investor Services, Inc. Clearwater Capital Partners offers family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base, including high-net-worth individuals and institutional clients such as sovereign wealth funds and government entities, employing a variety of investment strategies and maintaining several affiliated entities to provide integrated financial solutions.

Camilla Corso is a CFP® professional with 14 years of experience in financial advising. She has been with DigioVine Hnilo Jordan + Johnson, Ltd. since 2010. Corso is based in Bartlett, IL, and works as part of an eight-advisor team at DHJJ Financial Advisors. DHJJ Financial Advisors manages approximately $543.5 million and serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm integrates investment management with access to tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a variety of investment vehicles.

Kevin Carter is a CFP® professional with 39 years of industry experience, currently serving at Carter Financial Group, Inc. and Mutual Securities, Inc. since 2019. His prior experience includes five years at VOYA Financial Advisors. Outside of his advisory roles, he is an independent insurance agent focusing on life, health, and Medicare supplement insurance. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios and quantitative analysis combined with external platforms to manage client assets, offering both discretionary and non-discretionary management along with specialized services such as retirement plan participant account management and cash management solutions.

Justin Nolan is a financial advisor with Essex LLC in Deer Park, IL, holding Series 63 and Series 65 credentials and four years of industry experience. He has been with Essex LLC since 2016. Outside of his advisory role, he serves as a director for FPI Inc., a forging industry company based in Houston, Texas, and participates on the finance committee of Westmoreland Country Club in Wilmette, Illinois. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, pension, and charitable organizations. The firm employs a multi-member investment policy committee to construct model portfolios using fundamental, technical, and sector analysis across various asset classes, managing approximately $649 million for over 570 client accounts as of year-end 2025.

Carter King is a financial advisor with Clearwater Capital Partners, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Ascensus and Royal Valet Tulsa, as well as educational positions at Oral Roberts University and Westminster Christian School. Clearwater Capital Partners offers family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base, including individuals, high-net-worth clients, sovereign wealth funds, and governmental entities, employing a range of investment strategies and offering access to alternative investments and private placements.

Tina Barrile is a CFP® and CFA® with 19 years of industry experience. She is currently with The Dala Group, LLC and has previously worked at Northern Trust Co., BDF LLC / Corient, and Hemsley & Associates, Ltd. The Dala Group serves individual and high-net-worth clients through portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm combines fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using a range of investment vehicles tailored to client objectives and risk tolerance.

Edward Scoby is a CFP® with 18 years of industry experience, currently serving at Sequoia Wealth Management, LLC since 2015. He also has a tenure with LPL Financial dating back to 2010. Outside of his advisory roles, he collaborates with One Resource Group to provide life insurance, long-term care insurance, and fixed annuities. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and retirement plans, offering asset management, financial planning, and retirement-plan consulting. The firm utilizes a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios, managing both discretionary and non-discretionary assets.

Erik Miller is a financial advisor at Essex LLC with a Series 65 designation and one year of industry experience. Prior to joining Essex, he worked at Safe Harbor Wealth Advisors and has a background including roles at Miami University and several golf and country clubs. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, and charitable organizations, managing approximately $649 million across 576 client accounts. The firm employs a multi-member investment policy committee to guide portfolio construction using a combination of fundamental, technical, and sector analysis across various asset classes.

Joseph Angileri is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Northern Trust Securities, Inc. in Lake Zurich, IL, where he has worked since 2007. His tenure at Northern Trust Securities spans his entire financial advisory career. Northern Trust Securities, Inc. is a multi-team SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management services primarily to high-net-worth individuals, retail investors, and institutional clients. The firm utilizes a model-driven approach with a variety of investment products, including proprietary Northern Trust funds, ETFs, and third-party offerings, delivered through a wrap fee program on the Fidelity Managed Account Xchange platform.

Rachel Hook is a financial advisor at Harbour Investments, Inc. with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Harbour Investments since 2023, with prior roles at Gradient Securities, Beacon Insurance Advisors, and Beacon Wealth Advisors. In addition to her advisory work, she is also an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and third-party managers.

Rob Kubik is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2025, and as a Financial Consultant at the same firm from 2016 to 2021. Before joining Fidelity Investments, Rob was a Financial Advisor at Edward Jones from 2014 to 2016. Rob specializes in helping clients maximize their workplace benefits, build wealth, and plan for retirement with a focus on tax-efficient investing. He employs a holistic approach to financial planning, aiming to create intentional and well-structured financial strategies. [No information was provided regarding Rob's education, credentials, personal interests, or community involvement.]

Janet Redding is a financial advisor at Capital Analysts with 21 years of industry experience. She holds the Series 66 designation and has been with Lincoln Investment Planning since 2013. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary screening processes.

Brian Callaghan is a financial advisor at First Advisors National, LLC with four years of industry experience. He holds a Series 65 designation and has worked at CIH Consulting since 2022, focusing on commodities consulting and client services outside of investment activities. Prior to that, he held roles at MHT Business Development and Datrium. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support supplemental individual security recommendations.

William Karstenson Jr. is a financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ausdal since 2010 and has operated Karstenson Financial Services since 1997. Outside of his advisory work, Karstenson serves as a permanent deacon for the Archdiocese of Chicago, performing liturgical and ministerial duties. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of discretionary and non-discretionary investment strategies across various asset classes.

George Clougher is a financial advisor at Virtue Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OneAmerica Securities, Red Oak Risk Management, Praxis Capital Management, and Safe Money Concepts. Outside of advisory work, he is involved in non-variable insurance sales, including fixed life and fixed annuities. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, ERISA consulting, and a financial education course for pre-retirees, employing a model-driven investment approach that uses quantitative optimization and proprietary economic data inputs.

Thomas Chernesky is a CFP® with 27 years of industry experience, currently serving as an advisor at Robertson Stephens since 2024. Prior to this, he spent 11 years at CAFG Wealth Management, Inc., where he was also president of the company, a non-operating legal entity handling payments from the installment sale of a former RIA business to Robertson Stephens. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of the end of 2024.

Garland Kizer is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Merit Financial Advisors and has held roles at Cetera, VOYA Financial Advisors, and his own firms, Kizer & Associates and Kizer Financial Services. Kizer serves as a trustee for the THSD 214 Foundation and MacMurray College, and he is chairman of the Bartlett 4th of July Festival committee. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors. The firm serves a diverse client base including individuals, businesses, and institutions, emphasizing a long-term, diversified investment approach through model portfolios and customizable strategies overseen by a central Investment Management team.