Michael Cava is a CFP® and CFA® with eight years of industry experience. He is a vice president and senior portfolio manager in the wealth management department at Old Second National Bank and also serves as an advisor at River Street Advisors, LLC. Prior to this, he worked at Fifth Third Private Bank from 2014 to 2018. River Street Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in client assets and employs a combination of quantitative analysis, fundamental and technical research, and derivative strategies to construct and monitor portfolios.

William Tasker is a financial advisor at 4 Wealth Advisors, Inc. with 20 years of industry experience. He holds the Series 66 designation and has prior experience at Retirement Income Management, Inc. and Mach 6, LLC. Tasker also serves as an adjunct professor teaching finance classes at Lewis University. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management and financial planning solutions, utilizing a variety of analytical methods and maintaining affiliations with accounting and insurance entities.

Alexandra Nelson is a financial advisor at Strategic Investment Solutions, Inc. with three years of industry experience. She holds a Series 65 designation and previously worked at Price Waterhouse Coopers and Northern Illinois University. Strategic Investment Solutions is a multi-advisor SEC-registered firm that provides discretionary portfolio management and model-portfolio services to individuals, pension and profit-sharing plans, trusts, and estates. The firm employs a hybrid passive approach based on asset allocation and the Efficient Markets framework, using diversified portfolios primarily composed of institutional funds from Dimensional Fund Advisors.

Abigail Loria is a financial advisor with MPS-LORIA Financial Planners, LLC and holds a Series 65 designation. She has prior experience working in various roles including freelance acting and employment at several companies before joining the firm. Outside of finance, she works as a freelance actress, involved in auditioning, rehearsing, and performing. MPS-LORIA Financial Planners, LLC serves individuals, including high-net-worth clients, as well as corporations, charitable organizations, and trusts, providing investment advisory services, financial planning, and pension consulting. The firm employs a predominantly discretionary, open-architecture investment approach focused on diversified allocations primarily using no-load mutual funds and ETFs.

Laura Fasan is a financial advisor at Providence Wealth Advisors, LLC with 29 years of industry experience. She holds a Series 66 designation and has worked at firms including First Midwest Bank, LPL Financial, infinex Investments, Inc., and Standard Bank & Trust. She is also licensed in variable, life, and health insurance. Providence Wealth Advisors, LLC is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and state or municipal government entities. The firm uses asset-allocation models based on modern portfolio theory and offers portfolio management, financial planning, and estate planning services.

Yamilet Suarez is a financial advisor at River Street Advisors, LLC with 11 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at River Street Advisors since 2019, with prior experience at LPL Financial and Old Second Bank. Suarez also serves as an AVP Wealth Advisor in the Wealth Management Department at Old Second National Bank. River Street Advisors provides discretionary portfolio management and financial planning to individual clients, municipalities, charities, and corporations. The firm manages approximately $539 million in assets through a team of ten advisors, using a combination of quantitative analysis, fundamental and technical research, and derivative strategies in portfolios.

Aliasgar Mithaseth is a financial advisor at Unique Wealth Strategies with a Series 65 designation and experience in the financial services industry dating back to 2016. His prior roles include positions at Madison Partners, ASK Investment Managers, and several banks in India. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients by providing asset management, financial planning, and retirement plan services. The firm employs a range of investment strategies including fundamental, technical, quantitative, and modern portfolio theory, and sponsors its own wrap-fee program with access to alternative managers.

Bradley Johnson is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He has been with River Street Advisors, LLC and Old Second National Bank since 2010, serving as Vice President and Senior Trust Investment Officer in the Wealth Management Department. River Street Advisors, LLC is an independent asset management and financial planning firm that serves individual clients, including high-net-worth individuals, as well as institutional and charitable entities. The firm employs a combination of quantitative and fundamental analysis, model portfolios, and written investment policy statements to manage diversified portfolios using individual securities, mutual funds, and ETFs.

Benjamin Johnson is a Series 63 licensed advisor with 21 years of industry experience. He has been with Summit Trail Advisors LLC since 2015 and also works with Summit Trail Securities, LLC. Summit Trail Advisors serves individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm provides portfolio management, financial planning, family-office services, retirement plan advisory, and access to private investment funds, using an investment process centered on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome objectives.

Margaret Swiess is a financial advisor at Founders Financial Securities LLC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Spc and Global View Capital Management, Ltd. She is also a licensed insurance agent and a Notary Public in the State of Illinois. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of investment programs and non-traditional delivery methods.

Brigid Toothman is a financial advisor at Interactive Financial Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Sarver Vrooman Wealth Advisors and Git N Go. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm utilizes fundamental analysis and Modern Portfolio Theory to build diversified model portfolios and operates a large multi-advisor network with multiple branch offices.

Johnathan Irions is a CFP® professional at Facet with five years of industry experience. He has worked at multiple firms including J.P. Morgan Securities LLC, Lincoln Investment, and New York Life Insurance. Irions has been with Facet since 2026. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services through a holistic framework called Total Financial Life Resources. The firm emphasizes technology-driven investment approaches, including ETF-based discretionary allocation programs and tax-optimized strategies, and operates with fixed subscription fees rather than percentage-of-AUM charges.

Paul Graffy is a financial advisor at IP Financial Advisory Services LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Piper Jaffray & Co. and Advisory Research Inc. Since 2015, he has served in a strategic advisory role at Mathsights Corporation, a software firm focused on retirement planning, where he is a non-paid board member. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on personalized portfolio management and financial planning for non-high-net-worth investors. The firm offers a range of advisory and consulting services, including actuarial analysis and benefits consulting, and utilizes various analytical approaches and operational tools to manage client portfolios.

Nolan Clifford is a financial advisor with Arkadios Wealth Advisors in Naperville, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Arkadios Capital, he worked with the Colorado Rockies for one year and spent four years at Creighton University. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying them through various managed account solutions and third-party managers.

Susan Ahlfeld is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Advisors Capital Management, LLC since 2023, following a 21-year tenure at Ameriprise Financial Services, Inc. Outside of her advisory work, she is the managing member of Taking A Siesta LLC, a real estate rental business. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and governmental entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research to manage custom private accounts and model strategies.

Joseph Mougette is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work history at Appreciation Financial, Carmax, and Aramark Corp. He is also a licensed independent insurance agent. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus exclusively on individual and HNW investors.

Steven Bruno is a financial advisor with Ausdal Financial Partners, Inc. based in Naperville, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work history includes roles at M. Brown Financial Advisors and Thumbprint, Inc. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a network of investment advisor representatives. The firm offers a range of services including advisor-managed accounts and retirement plan advisory, with investment strategies tailored to clients’ objectives and risk tolerance.

Russell Luce is a financial advisor with Chelsea Advisory Services, Inc. and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, with prior roles at Silver Oak Securities, Lifemark Securities Corp., and other firms. Outside of advisory work, he serves as president of Planning Legacies Financial Group, a full insurance firm. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm employs a fundamental, long-term investment approach and generally manages accounts on a discretionary basis with diversified portfolios.

Dennis Breier is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Foundations Investment Advisors since 2023. Prior to this, he was with Guardian Estate Solutions and FIFTH THIRD SECURITIES. Outside of his advisory work, he manages pre-planning and prepaid funeral contracts at Modell Funeral Home. Foundations Investment Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning, portfolio management, and sub-advisory services through a large network of affiliated offices, utilizing fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Jeff Kantor is a financial advisor at IP Financial Advisory Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Creative Financial Designs and Ash Brokerage. Kantor also sells Medicare Advantage Plans through Aetna, dedicating part of his time to this activity. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth investors and retirement plan participants, employing various analytical approaches and offering a broad range of consulting services.