Brendan Donlevy is a financial advisor with VestGen Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Triad Advisors, Northwestern Mutual, and Capital Forensics Inc. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional entities. The firm combines advisor-level client relationship management with centralized portfolio construction and utilizes third-party managers and affiliated funds as part of its investment approach.

Matthew Krueger is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 65 designation and has worked at Simplicity Wealth since 2022. In addition to his advisory role, he is involved in farming through Krueger Farms LLC and provides tax and business advisory services at Krueger & Associates Tax & Business Advisory, Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers model portfolios along with advisory technology and operational support for other advisers.

David Fischesser is a financial advisor with Ausdal Financial Partners, Inc. in Wheaton, IL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes positions at OSAIC, American Portfolios Financial Services Inc, and Grove Point Investments, LLC. Beyond advising, he owns Fisch Financial, LLC, which provides tax preparation, bookkeeping, and accounting services, and he serves as board treasurer for the Western DuPage Chamber of Commerce and chairman of the parish council at St. Michael Catholic Church. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory services and integrates multiple custodians and third-party money managers, operating as both a registered investment adviser and broker-dealer.

Jessica Nieminski is an Investment Advisor Representative with Fortis Capital Advisors, LLC, holding Series 63, 65, and 66 licenses and 13 years of industry experience. Her career includes roles at Network 1 Financial Securities, Cetera, and Clearpath Financial LLC, where she also serves as an advisor. Additionally, she is an insurance agent with ClearPath Financial Insurance, LLC, selling health, life, property, and casualty insurance. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized portfolio management and financial planning, employing a mix of passive, active, tactical, and ESG-aware strategies, and offers access to specialist sub-advisors and a range of financial services.

Emilija Ilic is a financial advisor at Mission Wealth Management, LP with one year of industry experience. She holds a Series 65 designation and has prior experience at Krd Ltd, Byline Bank, BG 011 LLC, and the Law Offices of Lee Steinberg. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized financial planning, investment management, and consulting services. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning through a tailored approach that utilizes a mix of internal and third-party management.

Jonathan Miller is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Verity Asset Management and Appreciation Financial. Outside of advisory work, he is involved with ERC Specialists, LLC, providing business consulting services to owners in Bartlett, IL. Encompass More Asset Management LLC offers discretionary portfolio management, financial planning, and retirement model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers, managing a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Gregg Cummings is a financial advisor at Savvy with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for LPL Financial for 15 years. Cummings has been with Savvy since 2026. Savvy provides investment and financial planning services to individuals, including high-net-worth clients, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, using third-party sub-advisers and technology platforms to customize investment plans based on client objectives and risk tolerance.

Caleb Svoboda is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Heritage Living Trust. He is also a licensed insurance agent, selling life, disability, and long-term care insurance, and serves as a financial planner with Winfield Wealth Advisors LLC. HBW Advisory Services manages approximately $1.75 billion in client assets and provides a range of financial services including discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charities, and institutional clients. The firm uses a blended investment approach involving third-party money managers, tactical asset allocation, and multi-manager diversification, and offers services such as sub-advisory arrangements and online wrap-fee portfolios through Betterment Institutional.

Christopher Sexton is a financial advisor with American Century Investments Private Client Group, Inc., holding the Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior work includes roles at First Analysis Securities Corporation and E*TRADE Securities LLC. He currently serves with the Illinois High School Association in addition to his advisory work. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services primarily to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios called American Century Strategies, focusing on strategic asset allocation and predominantly investing clients in proprietary mutual funds and ETFs.

Kathleen Oconnor is a financial advisor with RMR Wealth Builders, Inc. in Geneva, IL, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. Her prior roles include positions at Clearwater Capital Partners, Bank of America, Merrill, LPL Financial, HPL&S, and Plexus Financial Services. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individual, retirement plan, and institutional clients. The firm offers a range of services including portfolio management, financial planning, retirement plan fiduciary support, and specialist advisory options such as annuity management and digital asset programs.

June Dinardo is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wayne Hummer Investments since 2008 and Arkadios Capital since 2024. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans that incorporate fundamental, technical, and cyclical analysis, using a range of internally managed and third-party solutions.

Eric Mesko is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 65 credentials and with 22 years of industry experience. His prior roles include positions at Triad Advisors, LPL Financial, and Waddell & Reed among others. Outside of his advisory work, he serves on the Board of Directors for Bartlett Learning Centers, a school for mentally challenged children. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction utilizing third-party managers and home office investment strategies.

Stanley Nieminski is a CFP® and PFS™ with over 35 years of experience in financial advisory and accounting. He is currently with Fortis Capital Advisors, LLC and has held prior roles at Clearpath Financial LLC, Nieminski Robbins & Associates, and Cetera. In addition to his advisory work, he is president of a mortgage brokerage firm and owns a tax and accounting services business. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, and institutional clients. The firm offers customized portfolio management and planning services with a flexible approach that incorporates passive, active, tactical, and ESG-aware strategies, supported by sub-advisors and specialist strategies.

Bryan Dern is a Series 65 licensed advisor at Savvy with one year of industry experience. His background includes roles at Maia Wealth, Mana Financial Group, Tosaf, Inc., and prior positions in various non-financial firms. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm customizes investment plans based on client objectives and uses a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing.

John Rowoldt is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. His prior work includes roles at firms such as Voya Financial Advisors, Robinhood Financial, U.S. Bancorp Investments, Bank of America, and Merrill. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and planning services, with a notable emphasis on international investing and management of pooled-vehicle accounts.

Brian Lee is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and The Prudential Insurance Company of America. Lee is also a full-time sales agent at Western & Southern Life. 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’s investment process emphasizes selecting and monitoring third-party money managers, with supplemental recommendations of individual securities based on fundamental analysis.

Robert Sweas is a CFP® professional with 17 years of industry experience. He is currently with Lifeworks Advisors, LLC and has previously worked at Arete Wealth Advisors, Ausdal Financial Partners, and operated his own firm, Sweas Financial Services, LLC. Outside of advising, he performs independent auditing services without compensation and is involved in life, health, and accident insurance sales on a commission basis. Lifeworks Advisors serves individuals, charitable organizations, trusts, retirement plans, and businesses with wealth management, financial planning, and portfolio management. The firm uses both planning-based and risk-based investment approaches, incorporates quantitative and fundamental analysis, and offers integrated tax and insurance services through affiliated entities.

Brandon Lilly is an advisor at Highpoint Planning Partners with Series 63 and Series 65 credentials and three years of industry experience. He has worked at LPL Financial, J.P. Morgan Securities, and DeRose Financial Planning Group. Prior to his financial advisory career, he spent several years at Advocate Christ Medical Center. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, implementing portfolios through fundamental analysis and a range of investment vehicles.

Matthew Fitzgerald is a financial advisor with Altitude Capital Management LLC in St. Charles, IL, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Brighthouse Financial and Invesco Advisers, Inc. Outside of advising, he is an equity partner in a rental property business. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm customizes strategies based on client objectives and risk tolerance, managing accounts through a multi-team structure while employing approaches such as asset allocation and technical analysis.

Sarah Mika is a financial advisor at Gateway Wealth Partners, LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for five years. Mika provides administrative support to Gateway Wealth Partners, an independent investment advisor firm. Gateway Wealth Partners offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages a mix of discretionary and non-discretionary assets.