Paul Gianotti is a financial advisor with Gianotti Wealth Advisory in Kankakee, Illinois, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Mutual Advisors, LLC, LPL Financial, and Linsco/Private Ledger Corp. He also works as an independent insurance agent on a part-time basis. Gianotti Wealth Advisory provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative analysis, offering a core passive allocation with active tactical adjustments and discretionary portfolio management aligned with documented client risk tolerance.

Noah Posthumus is a financial advisor at Rooted Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining Rooted Wealth Advisors, he worked for ten years at Taylor Chrysler Dodge. Outside of his advisory role, he operates Little Buddy's Lawn Care, a lawn care and landscaping business in Bourbonnais, IL. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach with seven advisors serving about 1,425 clients.

Alexander Allegro is a financial advisor at Rooted Wealth Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and E*TRADE Securities. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a team approach and fundamental analysis to develop individualized investment policies, managing approximately $317 million in discretionary assets across about 1,425 clients.

Andrew Lee is a financial advisor at Rooted Wealth Advisors in Bloomington, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Rooted Wealth Advisors, he worked at J.B. Lee Transportation and held positions at Illinois State University and Monmouth College. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach to serve about 1,425 clients with seven advisors.

John Savarino is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL, holding a Series 65 designation and five years of industry experience. His prior work includes roles at AE Wealth Management, Napleton Auto Group, TAYLOR AUTO GROUP, and DICK's Sporting Goods. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $317 million in discretionary assets. The firm uses a team approach with fundamental analysis and third-party institutional money managers to implement asset allocation, serving about 1,425 clients across multiple offices.

Joseph Mateja is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He worked at Country Capital Management Company for seven years before joining Rooted Wealth Advisors in 2021. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets, employs a team approach with seven advisors serving about 1,425 clients, and uses fundamental analysis alongside third-party institutional managers to implement asset-allocation strategies.

Roan Cannon is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL. He holds a Series 65 designation and has been with Rooted Wealth Advisors since 2024. Prior to entering the financial industry, he worked as a personal trainer at Fit Body U. Outside of advising, he continues to assist individuals in maximizing their workouts as an independent contractor personal trainer. Rooted Wealth Advisors offers investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach to serve about 1,425 clients across multiple offices.

Duke Smith is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds a Series 65 credential and has worked at several firms including Wall Street Financial Group and Rooted Wealth Advisors. Smith is the founder and owner of Resilience Wealth Management, where he sells life insurance and annuities as part of his financial planning services. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, estates, and small businesses. The firm offers both model and custom portfolio strategies using quantitative analysis and tactical approaches, and provides a range of services including discretionary management, financial planning, and retirement plan consulting.

George Arocha is a financial advisor with Madison Avenue Securities, LLC, holding CFP® and ChFC® designations and over 44 years of industry experience. He has been with Madison Avenue Securities since 2006 and also serves as owner and president of GA Financial Advisors, Inc., where he provides financial planning services including the sale of life and health insurance products. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of investment advisory and financial planning services through various account platforms and strategies.

Ryan Guertin is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Ameriprise Financial Services, PNC Bank, and Edward Jones. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Andrew Schneider is a CFP® with six years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His career includes roles at The Colony Group, Buckingham Strategic Wealth, RJM Wealth Management, Midland States Bank, Ozinga, and Olivet Nazarene University. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies across various asset types.

Natalie Kahl is a financial advisor at &Partners with 26 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining &Partners. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate consulting, and retirement plan education, combining proprietary and third-party strategies with both discretionary and non-discretionary management options.

Mark Smith is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior work includes roles at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Terry Nordmeyer is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Royal Alliance since 2012. Outside of his advisory work, he owns a sole proprietorship that provides assistance with non-security products such as health and life insurance. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset-allocation planning, and portfolio optimization, offering a wide range of investment options and advisory programs.

Ian Cole is a financial advisor at Thrivent Investment Management with six years of industry experience and holds a Series 66 designation. Prior to joining Thrivent, he worked at Olivet Nazarene University and Momence Church of the Nazarene. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics without portfolio management or institutional advisory services. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Alex Leiser is a financial advisor at Wells Fargo Advisors with one year of industry experience. He previously worked at SMB Capital and was self-employed before joining Wells Fargo Advisors. Alex’s background includes several years of full-time education prior to his advisory career. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Susan Feller is a financial advisor with Wells Fargo Advisors in Bourbonnais, IL, holding Series 63 and Series 65 designations and 21 years of industry experience. She has been with Wells Fargo Advisors and related affiliates since 2009. Outside of her advisory work, she serves on the finance committee of St. Margaret Mary Catholic Church and is involved in her family’s farm business and her spouse’s architecture and construction enterprises. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options and tailored recommendations supported by Wells Fargo research and tools.

Marsha Peterson is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she has inherited interests in oil, gas, and mineral leases, as well as family farm properties. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service designed for clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports.

Ronald Ouwenga is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to joining Stifel, he worked at Morgan Stanley Private Bank, N.A. from 2015 to 2018. He holds Series 63 and Series 65 licenses. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Michael Bruner is a financial advisor at Stifel with Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously was with Morgan Stanley Private Bank for three years. Outside of his advisory role, Bruner serves as a municipal trustee in Herscher, Illinois, manages a low-income housing property as president of Herscher Townhouses Inc., and holds leadership roles at Trinity Lutheran Church and the Herscher Foundation. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and probabilistic modeling developed by its Investment Strategy Group.