James Chapman is a financial advisor at Clearwater Capital Partners with 12 years of industry experience. He holds a Series 65 designation and has been with Clearwater in various capacities since 2016. In addition to his advisory role, he is involved in the sale of life and long-term care insurance as part of a comprehensive financial plan. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves individual, high-net-worth, and several institutional clients, employing a range of investment strategies including asset allocation, fundamental and quantitative analysis, options strategies, and thematic exploration.

Vanessa Croessmann is a financial advisor at Total Clarity Wealth Management, Inc. with three years of industry experience. She holds a Series 65 designation and has worked as a financial planner with Wall Street Financial Advisors and as an independent licensed insurance agent. 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 discretionary portfolio management, financial and retirement planning, 401(k) advisory, and utilizes a range of investment strategies including model portfolios, third-party separately managed accounts, and an actively traded strategy for qualified investors.

John Hillman is a CFP® and ChFC® with 41 years of experience in the financial industry. He has worked at Purshe Kaplan Sterling Investments and Fiduciary Financial Partners, LLC since 2012. Outside of his advisory role, he serves as a trustee managing investments for a family trust. Fiduciary Financial Partners serves individuals, including high-net-worth households, and employer-sponsored retirement plans by providing comprehensive wealth management, financial planning, and retirement plan advisory services. The firm employs a team-based approach, managing approximately $293 million in assets across five offices.

Jacob Clark is a financial advisor at Clearwater Capital Partners with two years of industry experience. He holds a Series 65 designation and has previously worked at Tesla Inc and Federated Bank. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves individual, high-net-worth, and institutional clients, employing a range of investment strategies including asset allocation, fundamental and quantitative analysis, and options strategies.

Tyler Beachler is a CFA® charterholder with 14 years of industry experience. He is currently with Clearwater Capital Partners in Hoffman Estates, IL, where he has worked since 2012, including prior tenure at LPL Financial. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base that includes high-net-worth individuals as well as institutional clients such as sovereign wealth funds and government entities, utilizing a range of portfolio management strategies and offering specialized services like thematic investment approaches and participant education for retirement plans.

Vincent Cione is a financial advisor at T2 Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments and Wayne Hummer Investments. In addition to his advisory role, he is a licensed agent for fixed and traditional insurance products. 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 and downside risk across several investment profiles.

Linette Mejia is a financial advisor at The Dala Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining The Dala Group, she worked at the Illinois Department of Human Services for six years and held positions at Legal Aid Chicago for three years. The Dala Group, LLC provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and business entities. The firm employs multi-disciplinary analysis and asset-allocation strategies to manage client accounts, offering both discretionary and non-discretionary mandates through a wrap fee program model.

Corey Schmidt is a CFP® professional with 28 years of experience in the financial industry, currently serving at IntentGen Financial Partners in Naperville, IL. His career includes long tenures at Thrivent Financial and Purshe Kaplan Sterling Investments. Schmidt holds board positions at All Saints Catholic Academy and Luther College and serves on the board of directors and as Vice Chair of Grounds at Cress Creek Country Club. IntentGen Financial Partners is a multi-advisor team firm managing approximately $756 million, providing asset management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and profit sharing plans, and corporate clients. The firm employs a diverse investment approach that integrates modern portfolio theory, fundamental and technical analysis, quantitative models, and manager research.

Katherine Byrne is a CFP® professional with 10 years of industry experience. She has been with DHJJ Financial Advisors, a firm based in Geneva, IL, since 2014. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million and serves individual and high-net-worth clients. The firm provides portfolio management, financial planning, and retirement plan services, and offers access to tax preparation and accounting through an affiliated CPA firm.

Brendan Krahl is a financial advisor with Total Clarity Wealth Management, Inc. in St. Charles, IL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at LPL Financial, LLC and Capital Point Financial Group, Ltd. Brendan is also involved as an investor in a tax preparation and accounting firm. Total Clarity Wealth Management is a multi-advisor 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, 401(k) advisory, and donor-advised fund services, employing a range of investment strategies from conservative wrap programs to more active approaches for sophisticated investors.

Patrick Morris is a CFA® charterholder with four years of industry experience, currently serving at IntentGen Financial Partners. He previously worked at Thrivent Advisor Network and Chicago Equity Partners, with a two-year sabbatical between roles. Outside of financial advising, he is involved in managing various real estate LLCs in Indiana. IntentGen Financial Partners operates as a multi-advisor team providing asset management, financial planning, and retirement plan consulting to individual and institutional clients. The firm employs a diversified investment approach that integrates portfolio theory, fundamental and technical analysis, and third-party manager research.

John Dorn is a financial advisor with Leelyn Smith, LLC in Geneva, IL, holding Series 63 and Series 65 credentials and having 21 years of industry experience. His prior career includes roles at National Planning Corporation and LPL Financial. Leelyn Smith, LLC provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs model-based and individualized asset allocations across various investment vehicles and utilizes multiple third-party technology platforms and service providers, distinguishing itself through its affiliation with an accounting practice and the incorporation of structured notes and AI tools in its processes.

Hunter Sims is a financial advisor at Clearwater Capital Partners with five years of industry experience. He holds a Series 65 designation and has held roles at the University of Cambridge Cambridge Centre for Alternative Finance since 2019, where he serves as Associate Director of Business & Operations. He is also involved with Financial Innovation Commons Ltd. and Regulatory Genome Development Ltd., which focus on financial technology and regulatory applications. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, offering services including private wealth and family office management, institutional advisory, and retirement plan strategies. The firm emphasizes portfolio construction based on written Investment Policy Statements and uses a combination of fundamental, technical, quantitative, and thematic analysis.

Ryan Kahlenberg is a financial advisor with Leelyn Smith, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at LPL Financial since 2022 and was previously with Kahlenberg Wealth Partners/Berthel Fisher & Co. and Dunham & Associates Investment Counsel, Inc. Since 2022, he provides investment advisory services through Leelyn Smith, LLC. Leelyn Smith, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and trusts. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing multiple technology platforms and investment strategies that include equities, fixed income, mutual funds, ETFs, and private investment funds for qualified clients.

Linda Foltos Mahler is a financial advisor with Signature Financial Services, Ltd, holding a Series 66 designation and 26 years of industry experience. She has been associated with Signature Financial Services since 1999 and First Heartland Capital, Inc. since 2001. In addition to her advisory roles, Mahler operates Mahler Financial Services and provides tax and accounting services through Linda F. Mahler, CPA. Signature Financial Services offers investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation driven investment approach based on modern portfolio theory, utilizing model portfolios and institutional strategists across various asset classes while emphasizing periodic rebalancing and risk-based guidelines.

Randolph Yu is a financial advisor at Clearwater Capital Partners with Series 65 registration and one year of industry experience. Prior to joining Clearwater, he worked at MISUMI USA for nine years and held positions at NVR, Inc. and periods of unemployment. 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 approaches and coordinating services through affiliated entities.

Jack Dykema is a CFP® professional at RAI Wealth with two years of industry experience. He previously worked at Indiana Wesleyan University and the Chicago Golf Club. RAI Wealth provides investment advice and planning services to individuals, high-net-worth clients, families, trusts, estates, corporations, and small businesses. The firm uses risk-based proprietary model portfolios and modern portfolio theory, incorporating various investment strategies and third-party managers to tailor portfolios and deliver ongoing financial and tax planning services.

Thomas Castronovo is a financial advisor with Total Clarity Wealth Management, Inc, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, and Criterion Wealth Advisors. Outside of his advisory work, he serves as a program director and coach for boys' and girls' tennis programs at Benet Academy High School and provides tennis instruction at the Naperville Tennis Club. 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 discretionary portfolio management, financial and retirement planning, and specialized advisory services, utilizing a range of investment strategies from conservative wrap programs to more active approaches involving derivatives and leverage.

Mark Laspisa is a CFP® with 29 years of industry experience and has been with Vermillion Financial Advisors, Inc. since 1988. He is based in South Barrington, IL, and holds the Series 63 designation. Vermillion Financial Advisors serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations by providing financial planning and investment advisory services, including employer-sponsored retirement plans. The firm emphasizes structured, written communications and educational services, offering both model and customized portfolio solutions on a non-discretionary basis.

Kimberly Velasco is a CFP® with 11 years of experience in financial advising. She has worked at The Dala Group, LLC since 2024 and previously held roles at Corient, Balasa Dinverno Foltz LLC, and WIPFLI Financial Advisors. The Dala Group serves individual and high-net-worth clients with portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies tailored to client objectives and risk tolerance.