John Doncaster is the principal advisor of Doncaster Wealth LLC in Hinsdale, IL, with 12 years of industry experience. He previously spent over a decade with Northwestern Mutual in various roles and has maintained an ongoing affiliation with Pacific Life since 2012. Outside of his advisory work, he is also involved in insurance sales and servicing. Doncaster Wealth LLC is an independent registered investment adviser serving approximately 35 clients with $11 million in assets. The firm offers discretionary asset management and fee-based financial planning, employing tailored investment strategies that incorporate fundamental and cyclical analysis alongside Modern Portfolio Theory.

Frederick Moore is the sole advisor at Palos Wealth Advisors, LLC, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Palos Wealth Advisors since 2010. In addition to his advisory role, Moore is a licensed attorney specializing in estate planning, dedicating about 5% of his time to this practice. Palos Wealth Advisors provides discretionary portfolio management tailored to individuals, high-net-worth clients, and select pension or profit-sharing plans. The firm emphasizes individualized asset allocation using a combination of mutual funds, ETFs, individual securities, and third-party managers, supported by quantitative risk and return analysis and independent performance reporting.

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.

Lyman Howell is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Regal Oak Financial, LLC since 2016. He has also operated as an independent financial consultant under his own name since 2014. Outside of his advisory work, Howell provides consulting to a nonprofit organization developing a business incubator and small loan program for micro-businesses. Regal Oak Financial is an independent advisory firm offering comprehensive financial and investment planning services to individuals, business owners, high-net-worth clients, and nonprofit organizations. The firm emphasizes goal-setting, client-accessible financial plans, and investment strategies focused on low-cost funds, with a particular focus on nonprofit and charitable clients and ongoing client education.

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.

Alexander Locker is a CFP® professional with 27 years of experience in financial advisory services. He is the principal of OmniDivitia Wealth Management, Inc., an independent firm based in Flossmoor, IL, and has also operated tax preparation services through OmniDivitia Tax Services, LLC. His work history includes running his own firms since 2009. OmniDivitia Wealth Management provides personalized investment management and financial planning to individuals, trusts, estates, small businesses, pension and profit-sharing plans, and charitable organizations. The firm employs documented investment policy statements and a combination of fundamental and technical analysis, offering services such as discretionary portfolio management, retirement-plan advisory, and ERISA pension consulting.

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.

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.

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.

Karen Dowling is a Series 65 licensed financial advisor with nine years of industry experience, currently serving as the principal at Chancellor Financial Services, Inc. in Orland Park, IL. She has held leadership roles in several related businesses, including Dowling Legacy & Retirement, Inc., where she focuses on insurance sales and legacy planning, and she is also CEO of the Dowling Foundation, a nonprofit organization. Chancellor Financial Services, Inc. provides discretionary portfolio management, financial planning, and ongoing financial coaching to individuals, trusts, estates, corporations, and charitable organizations. The firm oversees approximately $26.4 million across 85 client accounts and offers public seminars and structured coaching programs alongside its investment management services.

Lauren Hunt is a CFP® professional with 11 years of industry experience. She is the sole advisor at Daybreak Wealth, LLC, where she has worked since 2022. Prior to this, she spent eight years at Pinnacle Financial Group LLC. Daybreak Wealth, LLC provides customized financial planning and ongoing wealth management to individuals, high-net-worth clients, and estates and trusts. The firm focuses on primarily passive, long-term portfolios using low-cost mutual funds and ETFs, applying principles from Modern Portfolio Theory and the Fama–French three-factor model.

Anthony Krcmar is the managing member of Paisley Financial LLC with 16 years of industry experience. He holds a Series 65 designation and has held roles at Grassland Capital, LLC and Bluestem Capital Partners, LLC. Outside of his advisory work, he is involved with Kwiktrading, where he dedicates time as an associated person. Paisley Financial serves individual clients, including high-net-worth households, as well as pension and institutional clients, providing financial consulting, retirement and estate planning, and portfolio management. The firm employs an individualized asset-allocation approach using a broad range of securities and strategies, with regular portfolio reviews and third-party custodianship.

Brian Gilmartin is the sole advisor at Trinity Asset Management, Inc. in Clarendon Hills, IL. He holds the CFA® designation and has 27 years of industry experience, having been with Trinity since 1995. Trinity Asset Management provides discretionary and non-discretionary investment management primarily for individual investors, including taxable brokerage and IRA accounts, as well as higher-net-worth clients and a family foundation. The firm constructs long-only portfolios using mutual funds, individual equities, ETFs, and fixed income, applying modern portfolio theory to tailor asset allocations based on client-specific factors.

Steven Petrovich is a financial advisor at Petrovich Capital Advisors LLC holding a Series 65 designation with nine years of prior experience at Dodger Investments LLC and eight years at NYC Health and Hospitals Corp. He has no prior industry experience as a registered advisor. Petrovich Capital Advisors provides discretionary and non-discretionary portfolio management primarily for individuals and high-net-worth clients, focusing on long-term strategies using publicly traded liquid securities such as ETFs and individual equities. The firm employs fundamental analysis, asset allocation, and diversification without using leverage, derivatives, or private placements.

Mark Nelson is a financial advisor at NFO Financial Advisory LLC in Westmont, IL, holding a Series 65 designation with six years of industry experience. He previously worked at Crestline Denali Capital from 2014 to 2020. NFO Financial Advisory LLC serves individual clients through a subscription membership model with no minimum asset requirement. The firm provides financial planning, investment guidance, tax filing services, and consulting, emphasizing long-term investing with strategic and tactical asset allocation primarily using ETFs and mutual funds. NFO charges fixed monthly fees rather than asset-based fees and does not manage or take custody of client assets.

Brian Peterson is the principal of Pluto Wealth Management, an independent firm based in Woodridge, Illinois. He holds Series 63 and Series 65 designations and has six years of industry experience. In addition to his advisory role, he operates a corporate consulting business focused on reviewing and establishing Treasury functions and department structures on a project basis. Pluto Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, discretionary investment management, and project consulting. The firm employs a mixed analytical approach to portfolio management and offers services such as subscription-style planning, client newsletters, and educational seminars.

Kyle Matkaitis is a CFP® professional with 15 years of experience in the financial services industry. He is the founder and Chief Compliance Officer of Whisper Wealth Builders, an independent advisory firm he established in 2020. Prior to founding Whisper Wealth Builders, Matkaitis worked at SNS Financial Group, LPL Financial, and Fidelity Brokerage Services. Whisper Wealth Builders serves individual and corporate clients, offering discretionary investment management alongside project-based and ongoing financial planning. The firm primarily uses passive investment strategies based on Modern Portfolio Theory while incorporating fundamental and cyclical analysis, and it also conducts educational seminars for groups such as college and professional athletes.

Dale Wong is a financial advisor at Missio Investment Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Missio since 2018. Prior to that, he was employed at Northeastern University and Convergence Investments. Missio Investment Management provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, endowments, and corporate clients. The firm uses a predominantly passive investment approach combined with active management for up to 30% of assets, tailoring portfolios to client-specific investment policy statements.

Dennis Gravitt is a financial advisor at Long Run Financial, Ltd. in Frankfort, IL, holding a Series 66 designation with 20 years of industry experience. He has been with Long Run Financial since 2007. Long Run Financial, Ltd. provides discretionary investment management, personal financial planning, and financial coaching to individuals and families, along with employer/employee consulting and 401(k) review services. The firm’s investment approach combines strategic asset allocation with both passive index/ETF exposure and active security selection, managing portfolios on a discretionary basis with ongoing monitoring and tailored planning services.

Daniel Sargis is the principal of Servant's Heart Financial Planning and holds a Series 65 designation. He has over a decade of experience with the US Nuclear Regulatory Commission and began his financial advising career in 2025. Servant's Heart Financial Planning is an independent, single-practitioner firm providing fee-only financial planning and investment management services to individuals and high-net-worth clients. The firm uses a goal- and asset-allocation driven investment approach that incorporates both passive and active strategies, and offers both portfolio management and standalone financial planning services.