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.

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.

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.

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.

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 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.

Charles Schad is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes over two decades at Raymond James Financial Services and roles at Oak Knoll Insurance Strategies and Innovation Partners LLC. He serves as a board member and chair of the Godley Public Water District in Godley, IL. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment portfolios and access to third-party advisors, emphasizing service to non-high-net-worth individuals.

Manuel Macias is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and served in the U.S. Army Reserves for twelve years. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Krystal Wyss is a CFP® professional with three years of industry experience, currently affiliated with Commonwealth Financial Network in Joliet, IL. Her prior roles include positions at LPL Financial LLC, Busey Bank, and First Midwest Bank. She has also worked at Mistwood Golf Course / JPM Golf Properties. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

Brian Tarro is a Series 66-credentialed financial advisor with 16 years of industry experience. He is currently with Integrated Wealth Concepts LLC, where he has worked since 2021. Prior to this, Tarro held roles at Level Four Advisory Services and LPL Financial, among others. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing a primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Andrea Roesel is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior experience includes roles at LPL Financial and JP Morgan Securities LLC, as well as JP Morgan Chase Bank. She also engages in fixed insurance sales as an additional business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Tyler Spiezio is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his industry experience in 2025. He previously worked at BTS from 2023 to 2025 and has been associated with both Commonwealth Financial Network and Pursuit Wealth Group since 2025. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Robert Stenzel is a financial advisor with Commonwealth Financial Network in Joliet, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior firms include LPL Financial and First Midwest. He is a co-owner of Compass Tax Advisors, LLC, which provides tax preparation services. Commonwealth Financial Network serves a national network of advisors and their clients with a range of advisory programs and services, supporting affiliated advisors with operations, technology, investment management, and compliance. The firm offers customizable portfolio solutions and discretionary model portfolios managed by its Investment Management and Research team.

Glenn Georgantas is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes 20 years at Harris Investor Services Inc. and four years at LPL Financial before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Cynthia Walters is a Series 66-licensed financial advisor with 11 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2019, and previously held roles at LPL Financial and First Midwest Bank. Outside of her advisory work, she is an owner of a residential rental business. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and access to unique features such as direct indexing and tax-overlay services.

Michael Kruchten is a CFP® with 28 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is co-owner of Pursuit Wealth Group, LLC, as well as Compass Tax Advisors, LLC, which provides tax preparation services. His prior experience includes roles at LPL Financial and First Midwest Bank. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside model portfolios managed by Commonwealth’s Investment Management and Research team.

Craig Horvath is a financial advisor with Integrated Wealth Concepts LLC in Joliet, IL, holding CFP® and ChFC® designations and over 29 years of industry experience. He has previously worked with LPL Financial and Level Four Advisory Services. Horvath is involved in insurance agency activities and serves as a non-variable insurance agent. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios with a long-term approach and employing internal management alongside third-party managers.

Andrew Freeman is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Co. since 2013. In addition to his advisory role, Freeman serves as a bank officer at Principal Bank and Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.