John Nowak CFP® practitioner specializes in retirement planning for seasoned professionals; providing guidance to turn decades of saving into a Tax-Wise, Income-Smart, Experience-Rich retirement. He is a fiduciary who focuses on all aspects of your retirement journey: - turning savings into a retirement paycheck - reducing expected taxes over time - claiming Social Security and Medicare - aligning your portfolio with your lifestyle and bucket lists - enjoying your life while reducing regrets - leaving a legacy, not a burden and confusion for your family John works primarily with couples and single-women across the country who are looking for personalized planning and holistic advice for their retirement. Your ideas, vision, and concerns are our primary focus. John founded Alo Financial Planning in 2018 after becoming a planner in 2007, and following a career in accounting. He is a proud alum of the University of Illinois, graduating with honors in 1999 and a degree in Accountancy.

Vincent DeCrow is a financial advisor at RISE Investment Management, LLC (dba RISE Investments) with 7 years of direct industry experience. He holds the Series 65 designation and has worked at RISE since 2019, following roles at Origin Investments and Duff & Phelps, LLC. RISE Investments provides discretionary investment management and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm emphasizes long-term equity ownership, tax efficiency, and diversified portfolio construction, offering access to private placements and manager-of-managers solutions.

Brady Lawrence is a financial advisor at RCM Wealth Advisors with a Series 65 credential and four years of industry experience. He has worked at RCM Wealth Advisors since 2022 and is also involved with RCM Ag Services and Strategic Trading Advisors, where he specializes in commodities hedging and agricultural market research. Prior to his advisory roles, he attended the University of Mississippi. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, including individuals, pension plans, and corporate clients. The firm uses a combination of fundamental and cyclical analysis, supported by an internal Investment Policy Committee, and offers tailored portfolio management with both discretionary and non-discretionary account options.

Jared Goldstine is a dedicated financial advisor at Stirlingshire Investments, bringing 8 years of hands-on industry experience to help clients achieve their financial goals with confidence and clarity. He holds the Series 7 license and is a Retirement Income Certified Professional (RICP). Jared has built his expertise at respected firms including Park Avenue Securities, Guardian Life Insurance Company and Northwestern Mutual. In addition to his professional work, Jared serves as Vice President of First Choice Networking Group, a professional networking organization, where he volunteers his time to connect business leaders and foster meaningful relationships in the community. Stirlingshire Investments is a forward-thinking wealth management firm on the leading edge of AI and technology in the financial services industry. We deliver discretionary portfolio management to individuals, trusts, families, and institutions — serving both non-high-net-worth and high-net-worth clients with sophisticated, personalized strategies. By combining deep human expertise with advanced AI-powered analytics, machine learning models, and cutting-edge technology platforms, Stirlingshire provides a significant edge in portfolio construction, risk management, and opportunity identification. Our team utilizes multiple analytical methods and offers a broad range of investment solutions, including mutual funds, ETFs, fixed income, REITs, private placements, and venture/alternative vehicles. At Stirlingshire, we believe the future of wealth management belongs to those who intelligently merge proven financial principles with the most advanced tools available. Jared Goldstine and the entire team are committed to delivering innovative, technology-enhanced investment solutions tailored to each client’s unique objectives, risk tolerance, and timeline.

Nicole Amore is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2025. Prior to joining Parallel, she worked at Falcon Wealth Planning, Inc., E*TRADE Capital Management LLC, E*Trade Securities LLC, and Morgan Stanley. She also serves as an adjunct professor of finance at multiple institutions, including Harper College, UCLA Extension, New York University, and John Carroll University. Parallel Advisors serves individuals, businesses, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis, and integrates held-away account management and adviser-only investment vehicles.

Director of Private Funds focused on alternative investment product strategy, capital formation, and platform leadership. Lead the development, commercialization, and governance of private market solutions across private equity, private credit, hedge funds, infrastructure, and co-investments. Partner with investment and distribution leadership across a $100B+ platform serving institutional, family office, private wealth, and international clients. CIBC Asset Management and CIBC Private Wealth Advisors provide investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal teams and committees to deliver customized portfolio management and offers access to specialized strategies, including options hedges and structured notes, with a notably high assets-under-management per advisor ratio.

Tom Sunny is a financial advisor with Eagle Strategies (NY Life) based in Schaumburg, IL, holding Series 63 and Series 66 credentials and nine years of industry experience. He operates Sunny Financial Strategies, LLC, offering New York Life products and brokering non-registered insurance products. He serves as a board member and marketing director for the Illinois chapter of the National Association of Insurance and Financial Advisors (NAIFA). Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

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.

Wander Cedano is a financial advisor with Golden Foundation Advisors in Chicago, holding a Series 65 designation and three years of industry experience. His prior work includes roles at RWA Wealth Partners, Adviser Investments, and the Federal Reserve Bank of Boston. Golden Foundation Advisors is an independent, fee-only firm providing financial planning and investment management services to individuals and high-net-worth clients. The firm emphasizes passive investment construction through diversified funds and uses an institutional custodial platform with discretionary trading and semi-annual account reviews.

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.

Edgardo Navarro is a financial advisor at Navarro Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and has been managing investments at Navarro Asset Management since 2022. Navarro is also the Managing Director of Kocoon Investments, LLC, a family investment entity he has been involved with since 2014. Navarro Asset Management serves individuals, including high net worth clients, as well as trusts and estates, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a diversified investment approach using mutual funds, ETFs, equities, bonds, options strategies, and private funds, and incorporates fundamental, technical, and charting analysis methods.

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.

Julia Zakarias is a CFP® with 21 years of industry experience and is the principal advisor at Genfi LLC, an independent firm based in Chicago, IL. She has been affiliated with Generations Family & Fiduciary Services LLC since 2011. In addition to her advisory role, Zakarias is a Certified Public Accountant and provides tax compliance and limited accounting services to certain investment clients through her affiliated tax practice, GenFi Tax. Genfi LLC serves family groups, individuals, trusts, corporations, corporate executive groups, and retirement plans with discretionary and non-discretionary portfolio management, comprehensive financial planning, family office services, and tax and estate planning. The firm creates client-specific investment policy statements and constructs portfolios based on goals, time horizons, cash-flow needs, tax considerations, and risk tolerance, while maintaining an affiliated tax compliance practice that offers multi-year tax projections and return preparation.

Jeffrey Dvorak is a CFP® professional with 13 years of experience in financial advising. He has been the sole advisor at 4D Financial Advisors, LLC since 2012. 4D Financial Advisors serves individual and high-net-worth clients by providing investment supervisory services and comprehensive financial planning, including retirement, tax, estate, insurance, and education planning. The firm manages approximately $88 million for about 62 clients, employing a long-term, globally diversified investment approach tailored to documented client objectives and risk tolerance.

Michael Akinosho is the principal advisor at MOA Advisory & Financial Services Co. He holds a Series 65 designation and has five years of industry experience. Prior to his current role, he held positions at Engooden Health Inc. and Global View Capital Management, Ltd. In addition to his advisory work, he serves as Manager of Technical Accounting for the American Medical Association, overseeing financial reporting and budgeting for over 240 physicians and medical students. MOA Advisory & Financial Services Co is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and small businesses. The firm integrates a long-term core asset-allocation approach with technically based, rule-driven strategies, and maintains an in-house tax and accounting practice offering tax preparation and planning services alongside its advisory work.

Curtis Bergquist is a CFP® with 49 years of industry experience and is the sole advisor at Ameribanc Corporation in Hoffman Estates, IL. He has been associated with Ausdal Financial Partners, Inc. since 2009. Outside of his advisory role, he is the owner of Ameribanc, where he engages in asset management. Ameribanc provides investment advisory and financial planning services to individuals and families, primarily through its Capital Management Service (CMS), which incorporates market-timing signals and a combination of fundamental and technical analysis to manage risk and adjust portfolio exposure.

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.

Alka Oberoi is a financial advisor with Leading Edge Wealth Management, LLC in Rolling Meadows, IL, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. She has been with Leading Edge Wealth Management since 2008 and also has experience with Leigh Baldwin & Co., LLC and Copley Alternative Investments Inc. Outside of her advisory role, she is involved in retirement income and comprehensive planning through fixed life insurance products. Leading Edge Wealth Management serves individual and high-net-worth clients and their related trusts and estates, offering both discretionary and non-discretionary portfolio management, written financial planning, and educational seminars. The firm applies a client-specific investment approach based on modern portfolio theory, utilizing a range of institutional mutual funds, ETFs, individual securities, and third-party models, and incorporates quantitative methods and third-party research in its analysis and implementation.

Brian Wolf is the sole advisor at Bright Lantern Financial LLC in Chicago, IL, where he has worked since 2011. He holds a Series 65 designation and has 14 years of industry experience. Bright Lantern Financial LLC is a fee-only registered investment adviser serving individual clients with discretionary portfolio management and standalone financial planning. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, focusing on broad diversification with low-cost index funds and ETFs, cost management, and tax-efficient strategies.

Rolando Intia is a financial advisor at ITaxAndInvestments, Inc. in Chicago, IL, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Lakeshore Capital Group, J.W. Cole Advisors, and Transamerica Financial Advisors. ITaxAndInvestments, Inc. offers tax preparation, financial planning, and discretionary portfolio management services to a wide range of clients including individuals, retirement plans, trusts, and business entities. The firm combines investment advisory with tax and accounting services, using model portfolios and maintaining client accounts on a discretionary basis through the Altruist Financial custodial platform.