Justin Dagostino is a CFP® professional with 10 years of industry experience. He has worked at several firms including LPL Financial, TD Ameritrade, and Scottrade, with his current role at Vertex Partners beginning in 2021. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities. The firm focuses on asset allocation, diversification, and behavioral finance through a combination of active and passive model portfolios, utilizing various third-party manager platforms and tax-aware strategies.

Michael Corson is a financial advisor at United Advisor Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of advising, he is an independent insurance agent, primarily selling disability insurance. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering discretionary and non-discretionary investment management, financial planning, and family office services. The firm combines proprietary model portfolios, custom trading, and third-party money managers using a variety of analytical and asset-allocation strategies.

John Doncaster is a financial advisor at Doncaster Wealth LLC in Hinsdale, IL, with 12 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked for over a decade at Northwestern Mutual in various investment and insurance roles. Outside of advising, he maintains an active role in insurance sales and servicing with Pacific Life. Doncaster Wealth LLC is an independent, single-advisor firm managing approximately $11 million for about 35 clients. The firm offers discretionary asset management and fee-based financial planning, tailoring investment programs to individual goals using fundamental and cyclical analysis alongside Modern Portfolio Theory.

Frederick Moore is the principal of Palos Wealth Advisors, LLC, an independent advisory firm based in Palos Heights, Illinois. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. In addition to his advisory role, he practices as a licensed attorney specializing in estate planning, dedicating approximately 15% of his time to this legal work. Palos Wealth Advisors offers discretionary portfolio management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs quantitative models and technical analysis to construct tailored investment portfolios and provides regular performance reporting and client reviews.

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

Jeffrey Dvorak is a CFP® professional with 13 years of experience in financial advising. He has been the sole advisor at 4D Financial Advisors, LLC since 2012. 4D Financial Advisors serves individual and high-net-worth clients by providing investment supervisory services and comprehensive financial planning, including retirement, tax, estate, insurance, and education planning. The firm manages approximately $88 million for about 62 clients, employing a long-term, globally diversified investment approach tailored to documented client objectives and risk tolerance.

Douglas Ruth is the president and owner of Lenox Capital Management, Inc., an independent registered investment adviser based in New Lenox, Illinois. He holds a Series 63 designation and has 40 years of industry experience. Ruth has led Lenox Capital Management since 1997 and has been involved with Lenox Financial Services, Inc. since 1994. He also serves as a board member of TB Clinic and operates an insurance agency offering life, health, and dental products. Lenox Capital Management provides portfolio management and financial planning services primarily to individual clients, as well as businesses and institutions. The firm employs both fundamental and technical analysis, supporting active and passive investment strategies, with ongoing account reviews conducted by Ruth as the sole adviser.

Zhe Li is a CFA® charterholder and principal at April Asset Management LLC in Naperville, IL, with one year of experience in financial advising. Prior to founding the firm, Li held roles at FICO-Wiseco, Tongdun Technology, Ernst & Young, and Protiviti Inc. April Asset Management LLC, formed in 2026, provides discretionary and non-discretionary portfolio management and financial planning services to individual and business clients. The firm employs a long-term, diversified investment approach using U.S. equities, ETFs, bonds, and certificates of deposit, and offers both hourly and fixed-fee financial planning arrangements.

Joseph Menconi is a CFP® professional with 20 years of industry experience. He has worked at Heritage Drive Wealth Management LLC since 2020 and previously spent 24 years at JMG Financial Group, Ltd. in Naperville, IL. Heritage Drive Wealth Management provides asset management and fee-based financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis with strategic and tactical asset allocation, managing individualized portfolios primarily composed of mutual funds, ETFs, exchange-listed securities, and fixed-income instruments.

At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.

Dennis Karstens is a financial advisor at Karstens Wealth in Oak Brook, IL, with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Interactive Financial Advisors for eight years. Outside of his advisory role, he is the owner-member of Karstens Financial LLC. Karstens Wealth serves individuals, families, trusts, charitable organizations, small businesses, and retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a primarily passive, cost- and tax-efficient investment approach, with flexibility to use active management when appropriate, and integrates digital planning tools alongside discretionary account management.

Donald Cuba is a financial advisor at DMC Capital Management Inc with 22 years of industry experience. He holds a Series 66 designation and has worked with AllState Insurance Company and the Chicago Board of Trade since 2004. In addition to his advisory role, he provides technical support at the Chicago Board of Trade. DMC Capital Management Inc offers portfolio management and advisory services primarily for individual and retirement accounts, including IRAs, trusts, and employer retirement plans. The firm serves a small, closed client base and focuses on investor education with a long-term allocation strategy centered on mutual funds, bonds, CDs, and cash equivalents.

Lawrence Lewandowski is a CFP® and PFS™ credentialed advisor and the sole owner of LRL Financial Planning Services, Inc., with 12 years of experience in financial planning and 48 years as a CPA. He operates an independent financial planning firm in Countryside, IL, and also maintains a separate tax and accounting practice under his CPA designation. LRL Financial Planning Services provides comprehensive financial planning and investment advisory to individuals, primarily middle- to high-net-worth clients. The firm emphasizes a buy-and-hold investment approach with non-discretionary management and offers educational seminars alongside personalized financial plans and periodic reviews.

Richard Patap is a CFP®-certified financial advisor with 27 years of industry experience. He has led Patap Financial Services since 2011 in Naperville, IL. In addition to his advisory work, he is involved in insurance and annuity sales through a related business. Patap Financial Services provides personalized financial planning and investment management to individuals, estates, and small businesses, managing approximately $50.7 million for about 135 clients. The firm serves both high-net-worth and non-HNW clients, using a strategic asset allocation approach that combines index funds, ETFs, and actively managed funds, and offers both fee-based advisory services and commissionable insurance products through an affiliated agency.

Rudy Keller is a financial advisor at Whole Picture Wealth Management LLC, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he was a stay-at-home parent for ten years. Whole Picture Wealth Management LLC is a fee-only, state-registered adviser that provides comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs a diversified, low-cost passive investment approach informed by Modern Portfolio Theory and offers various fee arrangements, including asset-based, fixed, and hourly options.

John Bishop is a financial advisor at Bishop Financial Services LLC in Naperville, IL, holding a Series 65 designation with five years of industry experience. He has been self-employed since 2008 and serves on the Tom Russell Charitable Foundation, where he has been involved for over 25 years. Bishop Financial Services LLC provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities. The firm combines fundamental and quantitative analysis with a focus on equities, ETFs, and non-U.S. securities, managing accounts under discretionary authority while employing a performance-based fee structure that includes a high-water mark arrangement.

Renee Collins is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Retire Ready Inc. She has a background that includes roles at the IRS and FGMK, and she is the founder and president of RKC Tax and Financial Services Inc., an accounting firm providing services to a nonprofit organization. Retire Ready Inc. offers comprehensive financial planning to individuals, families, business owners, and clients undergoing divorce, with a focus on cash flow, retirement, tax, estate, risk management, and investment planning. The firm emphasizes a passive investment approach using diversified, low-cost index funds and ETFs, combined with client-specific risk assessment, and provides services through modular planning packages and ongoing management under a fiduciary standard.

Charles Horonzy is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is the principal advisor at Focused Up Financial, LLC, an independent firm based in Riverside, IL, where he has worked since 2017. Prior to founding Focused Up Financial, he was employed at Sullivan Mermel, Inc. and Accountemps. Outside of his advisory role, Horonzy is employed as a tax professional for Intuit and has worked as an independent contractor for Bluestem Financial Advisors, LLC. Focused Up Financial serves individuals, high-net-worth clients, and business owners by providing comprehensive financial planning, investment oversight, and employer-sponsored retirement plan consulting. The firm uses a planning-centered approach that integrates fundamental analysis with mostly passive investment management, delegating investment oversight to a sub-advisor while coordinating tax, estate, and goal-setting services.

I'm Linda Rapisardo, CFP® and founder of Canela Wealth, a flat-fee, advice-only financial planning firm for first-generation wealth builders. My clients are first-gen professionals in their 30s and 40s who have worked hard to build successful careers, but never got a roadmap for what comes next. They're the ones who 'made it,' so the family might turn to them with money questions. Meanwhile, they're asking themselves: Am I saving enough? Am I spending too much? What should I be prioritizing right now? That mental load can feel overwhelming, especially when you've spent most of your life figuring things out on your own. I know that feeling. I grew up in a working-class, immigrant family where my parents navigated an unfamiliar financial system without anyone trustworthy to guide them. The 2008 financial crisis hit us hard. My parents were smart, resourceful, and hardworking, but the system wasn't designed with them in mind. I saw what it costs a family to go it alone, and it shaped who I am as a planner today. My goal is to be the person my parents never had: someone who cuts through the noise, explains how things actually work, and makes sure you never feel alone navigating the financial system. I believe transparency and education are everything. I'm an advice-only planner, which means you pay for advice and maintain control of your assets. I do not sell products or earn commissions. I help with comprehensive financial planning, including cash flow, debt strategy, retirement projections, tax planning, insurance review, home-buying decisions, and investment guidance for those managing their own portfolios. When I'm not helping clients, I'm chasing my two kiddos, Luca (5) and Camila (2), and dreaming up our next big family trip.

Timothy Okeefe is the principal of Okeefe & Associates, P.C., an independent advisory firm based in Orland Park, IL. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including 25 years leading his current firm. Okeefe is also a licensed Certified Public Accountant and provides accounting, tax advice, and income-tax preparation services, including representation before the IRS. Okeefe & Associates offers non-discretionary investment management and financial consulting to individuals, certain high-net-worth clients, and pension and profit-sharing plans. The firm follows a Modern Portfolio Theory-based approach, utilizing diversified portfolios with equities, fixed income, mutual funds, and ETFs, emphasizing low-cost index funds and total-return/risk management.