Logan Bailey

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.

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.

Timothy Regan is a CFP® and ChFC® with 29 years of industry experience. He is currently with PrairieView Wealth & Tax Advisors and has previously worked at Purshe Kaplan Sterling Investments and Thrivent Financial, where he spent 18 years. Outside of his advisory role, Regan serves as chairman of the Grace Christian Academy School Board. PrairieView Wealth & Tax Advisors provides personalized financial planning and portfolio management to individuals, families, trusts, and businesses. The firm integrates tax-preparation services and licensed insurance offerings alongside its investment process, which emphasizes fundamental analysis to build customized portfolios.

Benjamin Tegeler is a financial advisor at Gineris Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OSAIC Wealth Inc, Woodbury Financial Services, and Modern Woodmen of America. Outside of advisory roles, he is involved in the sale of life insurance and annuity products as part of his financial planning services. Gineris Wealth Management provides investment advisory and planning services to individuals, including high-net-worth clients, and small businesses. The firm primarily offers non-discretionary portfolio management, hourly financial planning, and access to third-party asset management programs.

David Latko is a financial advisor at Latko Wealth Management, Ltd. with nine years of industry experience. He has held roles at LPL Financial and Latko Wealth Management since 2012. Latko Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and consulting primarily for individual clients, including high-net-worth households, as well as foundations, endowments, and corporate clients. The firm uses a personalized, goal-based process and offers portfolio management across a range of asset types with both discretionary and non-discretionary options.