Henry Wong is a financial advisor at Juncture Wealth Strategies, LLC in Naperville, IL, with 10 years of industry experience. He holds the Series 66 designation and has worked with Juncture since 2021. His prior experience includes roles at Centaurus Financial, Inc. and Catalina Investments. Juncture Wealth Strategies serves individuals, trusts, estates, and pension or profit-sharing plans, offering investment advisory services, portfolio management, and standalone financial planning. The firm uses a combination of proprietary strategies, model portfolios, and actively incorporates derivatives and hedging techniques in separately managed accounts.

Paul Novak is a financial advisor with T2 Asset Management, LLC in Naperville, IL, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with T2 Asset Management since 2015. Novak serves as a board member of The Alive Center, a nonprofit organization, since 2021. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions, managing approximately $165 million in discretionary assets. The firm uses proprietary, rules-based models combining technical and fundamental analysis to manage asset allocation and downside risk across multiple portfolio profiles.

Dana Anderson is a CFP® professional with five years of experience at DHJJ Financial Advisors. Prior to joining DHJJ, Dana held roles at Ernst & Young, United Parcel Service, and worked in various positions while attending North Central College. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million and serving both 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.

Karmen Ritt is a CFP® with 10 years of industry experience, currently serving at Leelyn Smith, LLC. Prior to joining the firm, she worked at J.P. Morgan and JPMorgan Chase Bank, N.A. her combined 11 years. Leelyn Smith, LLC offers discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm utilizes model-based and individualized allocations across various asset classes and employs third-party technology platforms and structured note strategies as part of its investment approach.

Cassandra Duehring is a financial advisor with Timothy Financial Counsel, Inc., holding a Series 65 designation and beginning her industry career in 2025. Prior to joining the firm, she held various roles including positions at Wells Vehicle Electronics and involvement with Wheaton College Arena Theater and Wheaton College. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes diversified exposure through no-load mutual funds and ETFs, focuses on asset allocation and periodic rebalancing, and operates without discretionary authority or custody of client funds.

Shea Brown is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in education and hospitality, including roles at Northern Illinois University and R House Martini Bar. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners, offering investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while also incorporating a range of other investment options and integrated planning advice.

Kevin Prendergast is a CFP®, CFA®, and holds a Series 66 license with 16 years of industry experience. He is currently with Leelyn Smith, LLC and LPL Financial, LLC, where he has worked since 2019. Prior to that, he was with Valmark Securities, Inc. and Executive Financial Group. In addition to his advisory role, he works as a ghostwriter for Wentworth Financial Communications. Leelyn Smith, LLC serves individual clients, pension and profit-sharing plans, corporations, business entities, and trusts by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs diversified investment strategies across equities, fixed income, mutual funds, and ETFs, utilizing both in-house and external managers, supported by multiple technology platforms and service providers.

Dawn Slawson is a financial advisor at Fiduciary Financial Partners, LLC in Naperville, IL, holding a Series 66 designation with 24 years of industry experience. She has been with Fiduciary Financial Partners since 2012. In addition to her advisory role, she holds life and health insurance licenses. Fiduciary Financial Partners offers comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm combines fundamental and quantitative investment methods and uses financial planning software to develop customized investment policy statements.

Nicholas Economos is a financial advisor at Fiduciary Financial Partners, LLC in Naperville, IL, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fiduciary Financial Partners since 2012. Outside of his advisory role, he serves as president of the DuPage Legal Assistance Foundation and treasurer of Female Strong, both nonprofit organizations. Fiduciary Financial Partners provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a combination of fundamental and quantitative investment methods and manages approximately $248 million in client assets through a five-advisor team.

Ryan Lafler is a Wealth Advisor at USAdvisors Wealth Management, LLC with credentials including the Series 66 designation. He has been in the financial advisory industry since 2025. Prior to entering the advisory field, he worked for nearly a decade in retail at The Golf Warehouse/Baseball Savings and was involved with Champro Sports. Outside of his advisory role, he provides business consulting focused on operations, leadership training, and profitability optimization through Advocate Consulting LLC. USAdvisors Wealth Management, LLC is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering advisor-directed portfolio management, model-portfolio strategies, financial planning, and business succession and estate planning services. USAdvisors combines asset-allocation model portfolios with fundamental security selection and both long- and short-term strategies, sourcing solutions from multiple institutional providers.

Nicholas Reiland is a CFP® and ChFC® with 25 years of industry experience, currently serving as an advisor at Vantage Point Financial, LLC since 2019. Prior to this, he worked at Spc and Sigma Financial Corporation. He is co-author of the book *Elevate Your Retirement: The Path to Financial Clarity and Confidence* and is involved in managing operations and strategic planning for firms affiliated with Vantage Point. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners, offering investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs while incorporating alternative investments as appropriate.

Gretchen Radach is a financial advisor at Sikich Financial in Naperville, IL, holding Series 65 and Series 66 licenses with three years of industry experience. She previously operated Gretchen Radach Consulting LLC for eight years before joining Sikich Capital Management. Outside of her advisory role, she serves as president of Gretchen Radach LLC, an entity used for passive investments. Sikich Financial is a multi-team SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning and portfolio management with retirement plan consulting, using an asset-allocation approach supported by both in-house and third-party managers.

Mark Berg is a CFP® and holds a Series 65 license with 25 years of experience in financial advising. He has been with Timothy Financial Counsel, Inc. since 2000. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm focuses on project-based advice in areas such as retirement planning, tax strategies, and risk management, operating on a time-based billing model without custody of client funds or discretionary authority.

Xavier Brown is a financial advisor at Chicago Investment Advisory Council, Inc. He holds a Series 65 credential and has one year of industry experience. His prior work experience includes roles at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., as well as time as a full-time student athlete. Chicago Investment Advisory Council, Inc. serves both individual and high-net-worth retail investors, providing portfolio management, financial planning, and educational workshops. The firm employs proprietary model portfolios across various risk levels and oversees approximately 1,100 client relationships with a five-advisor team.

Michael Fulkerson is a financial advisor with Chicago Investment Advisory Council, Inc. He holds a Series 66 designation and has 23 years of industry experience. He has been affiliated with J.W. Cole Financial since 2011 and has worked with various insurance carriers through W & R Insurance Agencies since 2004. Outside of his advisory role, he works as a substitute teacher in local school districts on a part-time basis. Chicago Investment Advisory Council, Inc. serves retail investors, including both individual and high-net-worth clients, providing ongoing portfolio management, financial planning, and educational workshops. The firm uses proprietary model portfolios and offers a scalable service model supported by a five-advisor team managing approximately 1,100 client relationships.

Samuel Ogles is a CFP® professional with five years of industry experience, currently serving at Timothy Financial Counsel, Inc. He previously worked at Thrivent Financial and has been involved in both writing and teaching on spiritual and faith-related topics through his ownership of Formation Circle LLC. His activities include providing spiritual direction, conducting Enneagram workshops, and creating content related to spirituality. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm focuses on advisory and implementation coaching without managing assets, emphasizing diversified investments through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

Timothy Kuntz is a CFP® professional with 11 years of industry experience, currently serving at Vantage Point Financial, LLC since 2019. He previously worked at Sigma Financial Corporation and SPC. Kuntz is a co-author of the book *Elevate Your Retirement: The Path to Financial Clarity and Confidence* and manages aspects of operations and strategic planning for multiple affiliated entities. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners, offering investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using a variety of investment vehicles and provides integrated planning advice, including tax and estate-planning coordination through affiliated entities.

David Heinle is a CFP® with 10 years of industry experience, currently serving as an advisor at T2 Asset Management, LLC since 2015. He holds a Series 63 license and is based in Naperville, IL. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions, managing approximately $165 million in discretionary assets. The firm employs proprietary, rules-based models that combine technical and fundamental analysis to manage asset allocation and downside risk across multiple portfolio profiles.

Paul Minta is a CFP® professional with 28 years of experience in financial advising. He has been with Digiovino, Hnilo, Jordan & Johnson Financial Advisors, Ltd. since 1996. He is based in Naperville, IL, and holds Series 63 and Series 65 licenses. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million through a team of eight advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services, and offers integrated access to tax preparation and accounting through an affiliated CPA firm.

Adivaraha Jayasankar is a financial advisor at Bellwether Investment Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Bellwether since 2023, following roles at Mainstay Capital Advisors and Wealth Foundations Solutions, LLC. Outside of his advisory role, Jayasankar is involved in insurance sales through Wealth Foundation Solutions and provides tax preparation and review services at Zoller, Swanson and Company. Bellwether Investment Group offers advisory services to individuals, businesses, trusts, estates, and retirement plan sponsors, delivering financial planning, portfolio management, and retirement consulting. The firm employs a range of investment strategies including equities, ETFs, bonds, and managed programs, and is notable for its multi-office team structure and use of leverage and structured strategies.