Michael Lantz is a CFP® with 36 years of industry experience, currently serving at Lantz Financial LLC, where he has worked since 2017. Prior to that, he spent 25 years with Wells Fargo Advisors and four years at Private Client Services. He holds a Series 63 designation and operates out of Naperville, IL. Lantz Financial LLC serves individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $994 million in assets and employs a globally diversified investment approach using mutual funds, ETFs, and tailored strategies aligned with clients’ risk profiles and objectives.

Ashley Janosek is a CFP® and Series 65-licensed advisor with one year of industry experience. She is currently with Trillium Wealth LLC and has prior experience at firms including CWM, LLC and Synergy Financial Services. In addition to her advisory role, she works as an accountant preparing tax returns for Trillium Tax, LLC. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and private placement investment access for individuals, trusts, pension plans, corporations, and other entities. The firm employs quantitative, fundamental, technical, and economic analyses with both long- and short-term strategies and maintains $544 million in discretionary assets under management across approximately 625 client relationships.

Igor Yukhvidin is a financial advisor at Vertex Partners with one year of industry experience. He holds a Series 65 designation and previously worked at JP Morgan Chase Bank for seven years and Ernst & Young for four years. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities through financial planning, investment and wealth management, and consulting. The firm’s investment approach emphasizes asset allocation, diversification, and behavioral finance, utilizing a mix of active and passive model portfolios across various platforms and strategies.

Charles Millington is a CFP® professional with 19 years of experience in the financial industry. He has been with Millington Financial Advisors, LLC since 2014 and holds a Series 66 license. Outside of his advisory role, Millington serves as an accountant and CFO for Millington Insurance and also works as an insurance agent. Millington Financial Advisors serves individuals, high-net-worth clients, families, estates, corporations, retirement plans, trusts, and foundations with discretionary investment management, financial planning, and retirement-plan consulting. The firm incorporates tax planning and estate-planning facilitation into its services and utilizes a variety of investment strategies, including cyclical, fundamental, and technical analysis, with ongoing account monitoring and periodic client reviews.

Joseph Schmitt is a financial advisor at IntentGen Financial Partners with six years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments. Schmitt is also a licensed insurance producer, selling and servicing fixed insurance contracts. IntentGen Financial Partners manages approximately $756 million and serves individuals, trusts, pension and profit sharing plans, and corporate clients. The firm employs a multi-advisor team approach and uses a range of investment methodologies, including modern portfolio theory, fundamental and technical analysis, and quantitative models, to create tailored portfolios.

Kara Vance is a CFP® and Series 65 professional with 15 years of experience in financial advisory services. She has been with Timothy Financial Counsel, Inc. since 2016. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on various financial topics and emphasizes diversified exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing, without offering ongoing portfolio management or discretionary authority.

Zachary Larson is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently with IntentGen Financial Partners and has previously worked at Thrivent Financial, Thrivent Investment Management, and Purshe Kaplan Sterling Investments. Larson is the author of an upcoming book titled *Retire Intentionally* and serves on the boards of two mental health nonprofits, Samaracare Counseling and Grow Wellness Foundation. IntentGen Financial Partners provides asset management, financial planning, and retirement plan consulting to individuals, trusts, and corporate clients. The firm employs a multi-advisor team approach and uses a range of investment methods, including modern portfolio theory, fundamental and technical analysis, and third-party manager research, to tailor portfolios for its clients.

Zachary Smith is a financial advisor at T2 Asset Management, LLC with Series 65 and Series 63 licenses. He has one year of industry experience, beginning his career at T2 Asset Management in 2026, and has been involved with ZECO since 2015. T2 Asset Management manages approximately $180 million for around 560 clients, including individuals, trusts, corporations, partnerships, and retirement plans. The firm uses proprietary, rules-based models combining technical and fundamental analysis to guide asset allocation across multiple risk profiles, typically utilizing ETFs, mutual funds, and selective individual securities and options strategies.

Mark Gilbert is a financial advisor at Sikich Financial with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Sikich Capital Management LLC in 2025, he worked at Reason Financial Advisors, LLC and Reason Financial Advisors, Inc. for a combined total of 19 years. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm uses a modern portfolio theory-based investment process focused on diversified, asset-class-based allocations primarily through passive mutual funds and ETFs.

Rick Kennedy is a financial advisor at Meristead Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fisher Investments, Inc. since 2003 and Stansberry Asset Management since 2025. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and participating in third-party asset management programs. The firm’s investment approach combines top-down macro analysis with fundamental bottom-up research to pursue value-oriented strategies across global equities and credit, including special situations and distressed investments.

Amy Lynch is a financial advisor with River Street Advisors, LLC and holds a Series 65 designation. She has eight years of industry experience and has worked concurrently at Old Second Bank since 2015, where she serves as an investment assistant for the Wealth Department. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual, institutional, and charitable clients. The firm employs a combination of quantitative and fundamental analysis, written investment policies, and diversified portfolios, including the use of derivatives and option strategies for suitable accounts.

Anna Thornburg is a Series 65-licensed financial advisor at Model Wealth, Inc. in Wheaton, IL, with four years of industry experience. Prior to joining Model Wealth in 2021, she worked at Covenant Classical School and Church of the Resurrection. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm uses a broadly passive investment approach with cost-effective, tax-aware implementation, combining robo-managed strategies, direct indexing, and discretionary portfolio management.

Scott Graziano is an advisor at Chicago Investment Advisory Council, Inc. with a Series 65 credential and one year of industry experience. His work history includes roles at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. prior to joining his current firm. Chicago Investment Advisory Council serves both individual and high-net-worth retail investors, offering portfolio management, financial planning, and educational workshops through a five-advisor team. The firm utilizes proprietary model portfolios and typically manages accounts with discretionary trading authority.

J Gimbel V is a financial advisor at Fiduciary Financial Partners, LLC with one year of industry experience and holds the Series 66 designation. Prior to joining Fiduciary Financial Partners, he worked at Bank of America and has experience in various roles including positions at Denison University and in small business operations. Fiduciary Financial Partners serves individuals, including high-net-worth households, and employer-sponsored retirement plans by providing wealth management, financial planning, and retirement plan advisory services. The firm manages approximately $293 million in assets across five offices, employing a team approach and integrating portfolio management with comprehensive financial planning.

Shawn Cook is a financial advisor with USAdvisors Wealth Management, LLC, holding a Series 66 license and bringing 12 years of industry experience. He has worked at multiple firms including Securities America, Inc. and Questar Asset Management. Outside of advisory work, he has served as past president and board member of the Park Ridge Chamber of Commerce and owns businesses in insurance and consulting. USAdvisors Wealth Management, LLC offers discretionary portfolio management and financial planning to individuals, trusts, charitable organizations, and businesses. The firm utilizes a combination of fundamental analysis, asset allocation, and model portfolios developed with third-party providers, managing accounts on a discretionary basis with regular suitability reviews.

Brent Fields is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Total Clarity Wealth Management, Inc. in St. Charles, IL. He has worked at Total Clarity since 2007 and was previously with Cetera Wealth Services and LPL Financial. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm employs customized asset allocations and discretionary portfolio management using a range of investment vehicles, offering both traditional and more active strategies, and operates nine offices with affiliated professionals in legal, real estate, and accounting fields.

Lydia Newby is a CFP® with eight years of industry experience currently serving at Timothy Financial Counsel, Inc. She has been with the firm since 2017 and previously worked at Marsh USA Inc. from 2012 to 2017. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching through a structured planning menu and prefers diversified investments such as no-load mutual funds and ETFs, operating without discretionary authority over client assets.

Miaciah Manuel is a CFP® with 18 years of industry experience and has been with Fiduciary Financial Partners, LLC since 2012. Based in Naperville, IL, she holds Series 63 and Series 65 licenses. Fiduciary Financial Partners provides 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 to construct portfolios and offers both discretionary management and written financial plans.

Wendell Franklin is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with American Trust Investment Services Inc since 2014. Outside of his advisory work, he is also a part-time DJ in Chicago. Chicago Capital Management Advisors offers discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm uses a fundamentals-driven investment process and provides tailored strategies including growth, income, and asset allocation approaches, incorporating derivatives and access to external model managers.

Kathleen Panek Rickerson is a financial advisor with Total Clarity Wealth Management, Inc., holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2018 and runs BabySnApps, an entrepreneurial venture active since 2013. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors. The firm employs a customized investment approach, managing accounts primarily on a discretionary basis using a range of investment vehicles including mutual funds, ETFs, stocks, bonds, and alternative investments.