David Finnestad is the sole advisor at Finnestad Financial in Minooka, IL, holding Series 63 and Series 65 licenses with 28 years of experience in the financial industry. He has been self-employed in the livestock and agriculture sector since 1994 alongside his financial advisory work that began in 1987. Finnestad Financial provides fee-only investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management using a variety of analytical methods and implements client-directed strategies with ongoing monitoring tailored to each client's objectives and risk tolerance.

Mohit Aggarwal is a financial advisor at Century Trace Investment Advisors LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience with NTT Data and Infosys BPO Ltd. Century Trace Investment Advisors LLC provides personalized investment advisory and portfolio management services primarily to individuals and small businesses. The firm employs a long-term, buy-and-hold investment approach with diversified portfolios and offers both custom and model strategies, delivering services on a non-discretionary basis with client trade approval.

Greg Rutherford is a CFP® professional with six years of industry experience, currently serving at Sound Asset Management, Inc. He has been with the firm since 2009. Sound Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and small businesses. The firm provides personalized financial planning and investment management on a fee-only basis, emphasizing strategic asset allocation and global diversification.

Charles Meeder is a CFP® professional with 24 years of experience in financial advising. He has operated Sound Asset Management, Inc. since 2001 and has been running Charles Meeder, CPA, Inc. since 1991. Sound Asset Management, Inc. provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on strategic, globally diversified asset allocation using primarily no-load or low-load mutual funds and ETFs, and it is notable for its work with institutional retirement clients and pension consulting services.

Eric Wills is a CFA® charterholder and financial advisor at Park River Advisors with three years of industry experience. He previously worked at Point72, Zazove Associates, and Calamos Investments. Park River Advisors is a small, state-registered investment adviser that provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $28.1 million for a compact client roster and employs a tactical allocation approach combining fundamental, technical, and cyclical analysis across multiple asset classes.

Adam Ogle is a financial advisor at Park River Advisors with a Series 65 designation and one year of industry experience. He has worked at SAP since 2011 as a Principal Enterprise Architect, focusing on guiding customers from on-premises legacy software applications to SAP’s cloud-based solutions. Park River Advisors is a small, state-registered firm providing discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation approach blending fundamental, technical, and cyclical analysis to manage customized portfolios across various asset classes.

Brandon Muzzarelli is a financial advisor with 1834 Investment Advisors Co. and holds a Series 65 designation. He has one year of experience at 1834 Investment Advisors and 19 years of experience at Old National Bank, where he is a portfolio manager. Outside of his advisory role, he serves as the Treasurer for the Village of Gardner, IL. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies, working closely with its affiliate Old National Bank and offering specialized services such as cash-balance defined benefit plan management and private investment consulting.

Fredrick Robinson is a financial advisor with O'Hagan Group, Inc. in Morris, Illinois, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Arbor Point Advisors, and SECURITIES AMERICA, inc., and has been with O'Hagan Group since 2012. Outside of advisory work, Robinson manages a grain farming operation and provides individual income tax preparation services. O'Hagan Group offers financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, focusing on retirement accounts and a range of asset types. The firm employs a growth-and-value investment approach with fundamental company analysis and manages portfolios on a discretionary basis with continuous monitoring.

Donald Powell is a CFA® charterholder with four years of industry experience. He is currently a Portfolio Manager at 1834 Investment Advisors Co. and also holds a similar role at 1834 Wealth Management, a division of Old National Bank. Both firms are subsidiaries of Old National Bancorp. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies and leverages both internal and external models, including proprietary strategies developed in affiliation with Old National Bank.

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.

Craig Perkins is a financial advisor at Latitude Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Latitude Advisors since 2012. In addition to his advisory role, he works as an independent contractor in fixed and health insurance sales and provides consulting services focused on identifying cash flow savings for businesses. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Roland Stadelmann is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has been with Latitude Advisors and GWN Securities since 2010 and has worked with MassMutual since 2003. Outside of his advisory role, he owns Palmetto Tax Centers, LLC, which provides advanced income tax planning and preparation services. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses valuation-driven and momentum-based multi-asset model strategies, managing most accounts on a discretionary basis with continuous monitoring and rebalancing.

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.

Jeremy Ftacek is a financial advisor with United Advisor Group and holds a Series 66 designation. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Cambridge Investment Research Advisors, and Invest Financial Corp. He is also a founding partner and investment advisor representative of Ftacek Financial Services, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Gregg Georgantas is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining BFC Planning in 2018, he worked at First Heartland Capital Inc. from 2013 to 2018. Outside of his advisory role, he is the owner of GTG Insurance & Financial Services and president of Business Health Insurance Services, Inc., which provides various insurance products including medical, life, long-term care, and disability insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, employing multiple platforms and strategies while maintaining distinctive operational practices such as prohibiting certain fee-paying share classes.

Darlene McGrath is a financial advisor at Latitude Advisors, LLC with three years of industry experience. She holds a Series 66 designation and concurrently operates a CPA practice providing bookkeeping, accounting, and tax preparation services for individuals and small businesses since 2005. Prior to joining Latitude Advisors, she was associated with GWN Securities Inc. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, primarily on a discretionary basis.

Alec Leasure is a financial advisor with NorthRock Partners, LLC, holding a Series 66 designation and five years of industry experience. His prior positions include roles at Ameriprise and Woodbury Financial Services. Outside of advising, he has experience in real estate ownership unrelated to his investment activities. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that incorporates broad asset allocation, diversification, private market investments, and technology-driven tools alongside human oversight.

Robert Fitzjarrald is a financial advisor at Latitude Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Latitude Advisors since 2017. He is also a CPA and shareholder at Hocker, Fitzjarrald & Richardson, PC, a tax and accounting firm he has been involved with since 1984. Latitude Advisors serves individual and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Robert Martin is a financial advisor at NorthRock Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. Martin serves on the Board of Directors for the Morris Warriors and is a trustee on the Advisory Council for Immaculate Conception School. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and ongoing oversight, and it integrates private market allocations and automated tools for tax-aware investing and risk assessment.

Brian Carlson is a financial advisor with Creative Financial Designs, Inc. in Plainfield, IL, holding Series 65 and Series 63 credentials and six years of industry experience. His work history includes roles at AssetMark Brokerage, LLC and Northwestern Mutual, as well as operating as a sole proprietor before joining Creative Financial Designs. Creative Financial Designs serves a diverse client base including individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs asset-class model allocations with multiple risk objectives and offers features such as Biblically Responsible Investing strategies and various implementation options.