John Doncaster is the principal of Doncaster Wealth LLC in Hinsdale, IL, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously worked at Northwestern Mutual and Pacific Life, where he maintained roles from 2012 through 2025. Outside of advisory work, he is involved in insurance sales and servicing. Doncaster Wealth LLC provides discretionary asset management and financial planning services tailored to clients’ goals, time horizons, and risk tolerance. The firm employs methods including fundamental and cyclical analysis, as well as Modern Portfolio Theory, and accepts discretionary trading authority to implement strategies.

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.

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 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.

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.

Lawrence Lewandowski is the principal of LRL Financial Planning Services, Inc. in Countryside, IL, with 11 years of experience at the firm and over 40 years as a CPA with a tax and accounting practice. He holds the CFP® and PFS™ designations. His tax and accounting practice operates separately from his investment advisory services. LRL Financial Planning Services provides financial planning and investment advisory services primarily to middle- and high-net-worth individuals, focusing on comprehensive and topic-specific engagements. The firm employs a non-discretionary, buy-and-hold investment approach using no-load and index funds, emphasizes client education, and offers separate tax services through the principal’s accounting practice.

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.

Christopher Jones is a CFP® certificant and Series 66 license holder with 14 years of experience in the financial advisory industry. He has worked at Ameriprise Financial Services, Inc. for 10 years before founding Azalea Wealth Management LLC, where he has been the sole advisor since 2020. Azalea Wealth Management LLC is an independent registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary portfolio management and financial planning, using tailored strategies that include option writing and structured products alongside conventional investments, combining technical, fundamental, and modern portfolio theory analyses.

Shawn Roberts is a CFP® and holds a Series 66 license with three years of experience in the financial industry. He is the principal of SMR Strategic Investments, LLC and has prior experience managing trading-related businesses, including SMR Crescent LLC and Shawn M. Roberts Trading Company. Outside of financial advisory, he serves as Assistant Treasurer for the Glen Ellyn Library Foundation, where he assists with investment decisions and financial reporting. SMR Strategic Investments, LLC provides investment advisory and portfolio management services to individual clients, focusing on ongoing portfolio management and financial planning. The firm manages approximately $8.6 million in assets across 16 client relationships.

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.

Richard Harig is a financial advisor at Forum Financial Management, LP with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Signet Private Wealth and Great Point Capital. Outside of his advisory role, Harig is involved in philanthropy consulting through Legacy Resources NC, LLC, and holds leadership positions on nonprofit boards, including serving as Board Chair of Entrust. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Timothy Okeefe is the principal of O'Keefe & Associates, P.C., an independent investment advisory firm based in Orland Park, IL. He holds Series 63 and Series 65 designations and has 27 years of industry experience, including 25 years at his current firm. In addition to investment advisory services, he maintains a Certified Public Accountant credential and provides accounting, tax advice, and income tax preparation, including IRS representation. O'Keefe & Associates primarily serves individual clients with non-discretionary investment management and periodic financial consulting. The firm follows Modern Portfolio Theory, constructing diversified portfolios that emphasize low-cost index funds and quantitative research tools, and integrates accounting and tax services alongside its investment advisory offerings.

Dustin Javier is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Defined Capital LLC. His prior experience includes roles at Ausdal Financial Partners, PURSHE KAPLAN STERLING INVESTMENTS, and Mcadam LLC. In addition to his advisory work, he operates a separate insurance agency where he sells fixed insurance products. 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 aligned with clients’ goals and risk tolerance, and maintains a specialized retirement-plan practice acting as a limited-scope ERISA 3(21) fiduciary.

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 state-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'm the Cubmaster for my kids Scout group and am heavily involved in a few charitable organizations. I'm an avid Chicago Bears & Bulls fan and enjoy playing tennis, basketball and golf. Additional information can be found at www.pvafinancial.com and I can be reached at naveen@pvafinancial.com

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.

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.

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.