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.

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.

Dennis Karstens is a financial advisor at Karstens Wealth in Oak Brook, IL, with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Interactive Financial Advisors for eight years. Outside of his advisory role, he is the owner-member of Karstens Financial LLC. Karstens Wealth serves individuals, families, trusts, charitable organizations, small businesses, and retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a primarily passive, cost- and tax-efficient investment approach, with flexibility to use active management when appropriate, and integrates digital planning tools alongside discretionary account management.

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.

Dustin Javier is a financial advisor at Defined Capital LLC with 14 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Defined Capital, he worked at Ausdal Financial Partners, Inc. and operates a sole proprietorship focused on fixed insurance sales. Defined Capital provides discretionary asset management, comprehensive financial planning, and retirement-plan consulting for individuals, high-net-worth clients, and plan sponsors. The firm emphasizes customized portfolio construction with regular reviews and offers a specialized limited-scope ERISA 3(21) fiduciary service for retirement plans.

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.

My goal is to provide working professionals with sound financial advice to help them best position themselves and their financial lives for success. While the majority of our clients have medical backgrounds or are business owners, our services are best targeted to those with investable assets and are in the asset accumulation phase of their life. I provide comprehensive financial planning services as well as investment advisory services. PVA Financial LLC is a SEC-registered RIA firm. We focus our business on providing PRACTICAL, VALUABLE and ALIGNED advice. I found that to be missing when I was looking for an advisor more than two decades ago and have vowed to keep focused on those three tenets. Before founding PVA Financial, I worked as a private equity executive. With over 15 years of financial services experience, I've spent the majority of my career evaluating businesses, investing in them, finding ways to accelerate their growth and improve their operational efficiency. This background has given me unique insight into the importance of building strong foundations and the necessity for clear and effective communication...both of which are incorporated into our relationships with clients. I graduated from Washington University in St. Louis with a Bachelor of Science in Business Administration. I also received my MBA from the Booth School of Business at the University of Chicago, with a focus on Finance & Accounting. I also hold the CERTIFIED FINANCIAL PLANNER™ designation, which requires comprehensive knowledge in all areas of financial planning, including insurance planning, risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. On the personal side, I enjoy spending time with my wife, three kids and our goldendoodle Leo. I was the Cubmaster for my kids Scout group (sadly a while ago) and am heavily involved in a few charitable organizations. I'm an avid Chicago Bears fan and enjoy playing tennis, basketball and golf. Additional information can be found at www.pvafinancial.com and I can be reached at [email protected]

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.

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.

Michael Von Lunen is the founder and sole advisor at Wheel Advisors LLC, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Harrer Law, P.C., T3 Trading Group, LLC, and Purchasing Platform. Outside of financial advising, he owns and operates Ripple360 LLC, a professional coaching business assisting entrepreneurs in building and managing their businesses. Wheel Advisors LLC provides discretionary asset management and advisory services to individuals, high-net-worth clients, and small businesses, with an investment approach focused on asset allocation and low-cost index investing. The firm offers financial planning and small-business consultation tailored to employers with 1–20 employees and combines percentage-based asset management with hourly-billed planning services.

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.