Noah York is the sole advisor at York Wealth Management, LLC, an independent registered investment adviser based in West Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm in 2024, he worked at West Chicago Bible Church for five years. Outside of financial advising, Noah coaches youth sports through Official Finders, LLC, a role he has held since 2014. York Wealth Management provides discretionary portfolio management and tiered financial planning services to individual and high-net-worth clients. The firm utilizes model portfolios from the Altruist Model Marketplace and applies tactical and strategic asset allocation with ongoing monitoring and tax-management tools.

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.

Christopher Krzus is a financial advisor at Wolfstone Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for U.S. Bancorp Investments for 12 years before joining Wolfstone Wealth in 2023. Outside of his financial advisory role, he coaches 8th grade girls volleyball at the Sports Performance Volleyball Club in Aurora, IL. Wolfstone Wealth provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, businesses, and qualified retirement plans. The firm uses a proprietary, diversified asset allocation methodology informed by multiple analytical approaches and offers customized portfolio management with regular plan reviews.

Michael Lamke is a CFP® professional with 13 years of experience in financial advising. He is the sole advisor at Lamke Financial LLC in Wheaton, IL. In addition to his advisory role, he has been a manager at AT&T since 1984. Lamke Financial provides financial planning and investment guidance to individuals, families, and small businesses, focusing on tailored advice for retirement, estate, and tax planning. The firm emphasizes a long-term, safety-oriented investment approach using passive equity exposures, dividend stocks, and fixed-income instruments, and operates on an hourly or project-based fee model without discretionary trading authority.

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.

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.

John Bishop is a Series 65-credentialed advisor at Bishop Financial Services LLC in Naperville, IL, with four years of industry experience. He has been self-employed since 2008 and has served on the Tom Russell Charitable Foundation since 2001. Bishop Financial Services LLC is an independent advisory firm managing discretionary portfolios for individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses both fundamental and quantitative analysis, focusing primarily on equities, ETFs, and certain non-U.S. securities, and provides individualized Investment Policy Statements to guide asset allocation and ongoing monitoring.

Erik Barnes is a financial advisor at Retirement Portfolio Partners in Warrenville, IL, holding a Series 66 designation with 17 years of industry experience. He has been with The Farm Capital Management, LLC since 2008. Retirement Portfolio Partners provides wealth management services to individuals, high-net-worth households, and families, combining portfolio management with comprehensive financial planning. The firm employs passive, cost- and tax-aware strategies using mutual funds, ETFs, and select individual securities, and offers ongoing portfolio oversight through quantitative tools and client digital portals.

Patrick Keedy is the principal advisor at Patrick Capital Management in Geneva, Illinois, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has led Patrick Capital Management since 2004. The firm provides personalized financial planning and discretionary and non-discretionary investment management for individuals, institutions, and business clients, including pension and profit-sharing plans, trusts, and charitable organizations. Its investment approach combines strategic and tactical asset allocation with macroeconomic and bottom-up security analysis, utilizing global diversification across multiple asset classes.

Monarch Bhatt is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Ascent Fintech LLC. His work background includes roles at Ascent Infotech LLC and Roadrunner Transportation Services, where he is a Senior Financial Analyst in the shipping and logistics sector. He holds an executive position in an IT services business through Ascent Infotech LLC. Ascent Fintech LLC is an independent advisory firm that serves individuals, families, pension and retirement plans, and institutions, managing approximately $4.85 million in discretionary assets. The firm employs both passive and active investment strategies tailored to client goals and offers a range of services including asset management, financial planning, and ERISA-related retirement plan services.

Darryl Franklin is a financial advisor at Oakwood Wealth Advisors Ltd. in Naperville, IL, holding a Series 66 designation with 16 years of industry experience. He has been with Oakwood Wealth Advisors since 2012. In addition to his advisory work, he serves as a graduate school lecturer at Benedictine University. Oakwood Wealth Advisors provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis, offering both active and passive management along with discretionary account authority and performance-based fee arrangements for qualified clients.

Gary Rychtanek is a CFP® and Series 66 registered financial advisor with 29 years of industry experience. He is the sole advisor at GCR Financial Services, LLC, an independent firm based in Naperville, IL. Rychtanek has worked at Chauner Securities, Inc. since 2003 and Clune & Associates since 1996. In addition to his advisory role, he provides tax preparation services as a CPA, focusing on corporate, individual, and partnership tax returns. GCR Financial Services offers fee-based financial planning, investment supervisory services, and tax preparation/advice to individual clients, trusts, small businesses, and retirement plans. The firm manages approximately $47.4 million across about 39 clients, operating primarily on a non-discretionary basis with diversified portfolios and quarterly supervisory reviews. Its integration of accounting and tax services into the advisory process is a distinctive feature.

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.

Dina Weiss is a financial advisor at Redwing Financial with 19 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and The Lighthouse Institute, Inc. In addition to her advisory work, she is a certified holistic nutritional consultant and engages in pro bono speaking on nutritional topics. She is also a co-author and provides public speaking on financial matters. Redwing Financial is an independent firm serving primarily individual clients with investment advisory and portfolio management services. The firm manages approximately $29.5 million across about 95 client relationships and offers a combination of advisory and brokerage services, including educational seminars and pension consulting.

Michael Lavelle is the sole advisor at MLN Investments LLC in Bolingbrook, IL, holding Series 63 and Series 65 designations with 25 years of industry experience. He has managed MLN Investments since 2012 and has also been involved with MoneyBlock since 2014. MLN Investments LLC provides discretionary investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients such as banks, pension plans, trusts, and corporations. The firm employs a multi-faceted investment approach incorporating charting, fundamental, technical, and cyclical analysis, and utilizes strategies involving mutual funds, equities, bonds, ETFs, REITs, options, and futures.

Christopher Delarme is a financial advisor at First Wealth Advisory, Inc. in St. Charles, IL, with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Red Oak Capital Management, Hayden Royal, and Great Lakes Wealth Management and Advisory Partners. He is also a licensed insurance agent. First Wealth Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary portfolio management and written financial planning, combining quantitative and qualitative analysis to build portfolios with ETFs, mutual funds, individual securities, and option strategies.

Daniel Rotter is a CFP® professional with 24 years of experience in financial planning, currently serving at Hampton Financial Services since 2001. He is the president and owner of Hampton Financial Services, a firm he has led since 1991, providing both contracted and pro-bono financial planning, including tax planning and life insurance sales. Hampton Financial Services offers investment advisory and financial planning to individuals, families, trusts, estates, and charitable or business entities, focusing on advice and planning rather than asset management. The firm employs a blend of fundamental, technical, and cyclical analysis with an emphasis on long-term strategies and operates primarily on a fee-for-advice basis without exercising discretionary control over client assets.

Robert Harbour is a financial advisor with EBH Financial, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at EBH Financial since 2010, with prior roles at LPL Financial and Infinity Financial Services Advisory. EBH Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm focuses on client-specific objectives and risk tolerance, using fundamental analysis and a preference for long-term investments, while maintaining a single custodian relationship with Charles Schwab.

Andre Thomas is a financial advisor with Elite-Pro Wealth Advisors LLC in Wheaton, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Lincoln Investment since 2018 and previously spent 14 years with Alliance One Food Group. Thomas holds a life insurance license, though he has not actively used it. Elite-Pro Wealth Advisors provides investment management and advisory services to a small client base, including individual investors, trusts, and business entities. The firm offers a range of strategies tailored to client objectives, utilizing equities, fixed income, mutual funds, ETFs, options, and insurance products, with a focus on ongoing monitoring and periodic rebalancing.

Lang Nguyen is a financial advisor at Organize, Protect & Grow Your Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Serenity Investment Advisors and Edward Jones & Co. Outside of his advisory role, Nguyen serves as a board member of three nonprofit charitable organizations and works as a TurboTax Live Tax Expert during tax season. Organize, Protect & Grow Your Wealth, LLC provides discretionary portfolio management and investment planning primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporate entities. The firm employs a blend of analytical methods and modern portfolio theory to manage accounts on a discretionary basis, focusing on a diverse client mix including charities and retirement plans.