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.

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.

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.

Charles Horonzy is a CFP® professional with seven years of industry experience. He is the sole advisor at Focused Up Financial, LLC, where he has worked since 2017. Prior to that, he was employed at Sullivan Mermel, Inc. and Accountemps. Outside of his advisory role, Horonzy is employed as a Tax Pro for Intuit and has worked as an independent contractor for Bluestem Financial Advisors, LLC. Focused Up Financial serves individual and family clients as well as businesses and plan sponsors, offering comprehensive financial planning, investment advisory, and tax preparation services. The firm emphasizes integrated planning that coordinates investment allocation with tax, risk management, and business-planning considerations, primarily employing passive, asset-class-based investment strategies with discretionary portfolio management delegated to a third-party sub-adviser.

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 often the person their family turns to with money questions, even while quietly asking themselves: Am I saving enough? Am I spending too much? What should I even be prioritizing right now? That mental load is real. And it can feel heavier 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 watched what it costs a family to go it alone, and it shaped everything about how I show up for clients 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. As an advice-only planner, I never manage assets or earn commissions. My flat-fee structure means my only incentive is to give you excellent, unconflicted advice. 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. My favorite moments are when the weight lifts. When a client stops stressing about money and starts focusing on the things they actually care about. That's why I do this work. When I'm not helping clients, I'm chasing my two kiddos, Luca (4) and Camila (1), 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.

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.

Marc Farmer is a Series 66-licensed financial advisor with Monroe Financial Inc. in Chicago, IL, where he has worked since 2019. He has 10 years of industry experience, including prior roles at HD Vest Investment Services and HD Vest Advisory Services. In addition to his advisory work, Farmer owns a CPA firm and serves on the board of directors for the Monroe Arts Center, where he reviews and presents financial statements. Monroe Financial Inc. provides financial planning, portfolio management, and pension consulting services to individuals, pension and profit-sharing plans, and business entities. The firm offers a range of investment options, primarily recommending ETFs alongside mutual funds, equities, fixed income, real estate funds, and non-U.S. securities, with client strategies tailored through Investment Policy Statements and managed on both discretionary and non-discretionary bases.

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.

Roger Manske is a CFP® professional with 25 years of experience in the financial planning industry. He has operated as a sole proprietor since 2000. His firm provides independent, fee-for-service comprehensive financial planning to individuals, couples, families, and small business owners. The firm serves approximately 25 clients, focusing on personalized advisory services without discretionary trading authority, and emphasizes a fiduciary approach with active monitoring of client holdings.

Vincent Bicicchi is the sole advisor at Galvanize Wealth LLC, an independent registered investment adviser based in La Grange Park, IL. He holds a Series 66 designation and has 19 years of industry experience. Prior to founding Galvanize Wealth in 2019, he worked at Levin Funding Group and has been involved with Vindico, Inc. since 2014 and OZO Development, LLC since 2018, serving as president and CFO/co-founder respectively. Outside of advisory services, he is active in insurance sales and business and estate consulting through Vindico, Inc., and participates in software development and financial strategy at OZO Development. Galvanize Wealth serves individuals, trusts, charitable organizations, small businesses, and qualified retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, asset-allocation-driven approach using passively managed mutual funds and ETFs, supported by written investment policy statements and periodic reviews. It also offers insurance and estate/business consulting through the principal’s additional activities and provides pension consulting and employee-benefit plan 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.

Rorik Larson is a CFP® with 14 years of industry experience and is the sole advisor at Essential Financial Strategies in Orland Park, IL. He has led the firm since its founding in 2011. In addition to his advisory role, Mr. Larson provides part-time tax preparation services for Lobash and Lobash Accounting and Tax Services during tax season. Essential Financial Strategies is a fee-only independent firm serving individuals and families, particularly middle-income households and those with school-aged children. The firm offers comprehensive financial planning and investment advisory services with a focus on long-term, generally passive investment strategies and integrates tax preparation into its service model.

Xuan Wang is a CFA® charterholder with five years of industry experience. He currently serves as the sole advisor at EN+ Wealth, having previously worked at William Blair and ProManage LLC. EN+ Wealth operates a web-based financial advisory platform focused on underserved communities, particularly young and emerging families and Chinese and Asian individuals in the U.S. The firm combines AI-driven personalized recommendations with human oversight, offering a range of investment and financial planning services through a membership-tiered model.

Chenguttuvan Surendran is a financial advisor with Quest Wealth Management Incorporated in Westchester, Illinois. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including 12 years as a self-employed advisor at Quest Wealth Management. In addition to his advisory role, Surendran spends a significant portion of his time as an insurance agent involved in sales and services. Quest Wealth Management Incorporated provides discretionary and non-discretionary portfolio management services for a range of clients including individuals, pension plans, trusts, and business entities. The firm’s investment approach integrates fundamental, technical, and cyclical analysis, emphasizing long-term trading strategies, primarily no-load mutual funds, and options writing.

Gary Bertacchi is a financial advisor with Triex Financial Services, Inc. in Orland Park, IL, holding a Series 66 designation and 21 years of industry experience. He has been with Triex Financial Services since 2011. Outside of his advisory work, he serves as President and CEO of the Cord Vanderpool Private Foundation. Triex Financial Services provides discretionary investment management primarily to individual investors and similar entities such as pension plans, trusts, estates, and charitable organizations. The firm focuses on mutual fund and ETF allocation strategies using technical and quantitative methods, including market-timing and short strategies that are uncommon in its peer group.

Timothy Hammond is the sole advisor at Hammond Investment Management, LLC in Mokena, IL. He holds a Series 65 designation and has 28 years of industry experience. He has worked at Wall & Associates since 2000 and has been an investment advisor under his own name since 1997. Hammond Investment Management provides discretionary investment management and consulting services to pension plans, municipal clients, and individual investors. The firm follows a long-term, low-turnover investment philosophy emphasizing diversification and asset allocation, with a particular focus on institutional and state/municipal clients and fixed-income solutions.