Gregory Bruno is a CFP® with 19 years of experience in the financial services industry. He has been with M. Brown Financial Advisors since 2021 and also has ongoing roles at Ausdal Financial Partners, Inc. and M Brown & Associates. Bruno serves as a board member of KUZA Project, a charitable organization. M. Brown Financial Advisors acts primarily as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, providing discretionary portfolio management, customized accounts, and retirement plan consulting. The firm employs active tactical allocation combined with diversified models and utilizes a range of strategies including options and alternative investments, typically managing accounts on a discretionary basis.

Ronald Doweidt is a financial advisor at San Blas Advisory, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Prosperity Wealth Management, Brokers International Financial Services, and Morgan Stanley Dw Inc. He is based in Naperville, IL. San Blas Advisory, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individuals and businesses, managing approximately $218.9 million for about 664 clients. The firm’s investment approach integrates fundamental, technical, and qualitative analysis, using a range of investment vehicles and offering access to third-party managers while allowing clients to set account restrictions.

Daniel Hamburger is a CFP® and holds a Series 66 license, with nine years of experience in the financial advisory industry. He is currently with Sikich Financial and has held positions at firms including UBS Financial Services and Wells Fargo Clearing. His background also includes self-employment and roles at several other advisory firms. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm provides integrated wealth management through financial planning and portfolio management, utilizing an asset-allocation approach supported by both in-house and third-party managers.

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 an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trustees. The firm provides discretionary portfolio management and model portfolio programs, using a diversified, largely passive, long-term investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis.

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 with River Street Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. She has worked at River Street Advisors since 2019 and previously spent four years with LPL Financial. In addition to her advisory role, she serves as 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, state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in assets through a team of ten advisors and employs a combination of quantitative analysis, fundamental and technical research, and derivative strategies in portfolio construction and monitoring.

Aliasgar Mithaseth is a financial advisor at Unique Wealth Strategies with a Series 65 designation and one year of industry experience. His prior roles include positions at Madison Partners, ASK Investment Managers, and various banking institutions in India. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm’s investment approach combines fundamental, technical, quantitative, and modern portfolio theory methods, and it sponsors its own wrap-fee program while facilitating access to alternative managers.

Bradley Johnson is a CFP®, CFA®, and Series 65 credentialed advisor at River Street Advisors, LLC with 16 years of industry experience. He has worked at River Street Advisors and Old Second National Bank since 2010 and serves as Vice President and Senior Trust Investment Officer for the bank's Wealth Management Department. River Street Advisors, a subsidiary of Old Second National Bank, manages approximately $539 million in client assets, providing discretionary portfolio management and financial planning to individuals, institutions, and charitable organizations through a team of ten advisors. The firm employs a mix of quantitative, fundamental, and technical analysis and utilizes derivative strategies within separately managed accounts when appropriate.

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®-certified financial advisor at Facet with six years of industry experience. His prior roles include positions at firms such as Lincoln Investment, J.P. Morgan Securities LLC, and New York Life Insurance. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations with a technology-driven approach and offers a flat subscription pricing model that includes investment management services.

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.

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 with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and 12 years of industry experience. He has worked at several firms including Guardian Estate Solutions, where he serves as president, and has been involved in insurance and estate planning services. Outside of advisory work, he manages funeral pre-planning and pre-paid contracts for a family-owned funeral home. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse range of clients, including individuals, high-net-worth investors, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers to tailor investment strategies.