David Finnestad is the sole advisor at Finnestad Financial in Minooka, Illinois, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has operated Finnestad Financial Services since 1987 and has been self-employed in livestock and agriculture since 1994. Outside of financial advising, he is involved in livestock and agriculture activities. Finnestad Financial is an independent, fee-only investment adviser serving individual investors, trusts, estates, retirement plans, and small businesses. The firm provides discretionary portfolio management and investment advice across a broad range of securities, employing various analytical methods and maintaining direct, single-advisor oversight.

Eric Wills is a CFA® charterholder and financial advisor at Park River Advisors with three years of industry experience. He previously worked at Point72, Zazove Associates, and Calamos Investments. Park River Advisors is a small, state-registered investment adviser that provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $28.1 million for a compact client roster and employs a tactical allocation approach combining fundamental, technical, and cyclical analysis across multiple asset classes.

Adam Ogle is a financial advisor at Park River Advisors with a Series 65 designation and one year of industry experience. He has worked at SAP since 2011 as a Principal Enterprise Architect, focusing on guiding customers from on-premises legacy software applications to SAP’s cloud-based solutions. Park River Advisors is a small, state-registered firm providing discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation approach blending fundamental, technical, and cyclical analysis to manage customized portfolios across various asset classes.

Brandon Muzzarelli is a financial advisor with 1834 Investment Advisors Co. in Joliet, IL, holding a Series 65 designation and one year of industry experience. He has worked at Old National Bank since 2007, where he serves as a portfolio manager. Outside of his advisory role, he is the Treasurer for the Village of Gardner, IL. 1834 Investment Advisors Co. is an SEC-registered adviser and a wholly owned subsidiary of Old National Bancorp, managing over $1 billion for individuals, retirement plans, institutions, and banking clients. The firm focuses on discretionary portfolio management and retirement-plan services, utilizing asset-allocation strategies and proprietary model portfolios.

Fredrick Robinson is a financial advisor with O'Hagan Group, Inc. in Morris, Illinois, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Arbor Point Advisors, and SECURITIES AMERICA, inc., and has been with O'Hagan Group since 2012. Outside of advisory work, Robinson manages a grain farming operation and provides individual income tax preparation services. O'Hagan Group offers financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, focusing on retirement accounts and a range of asset types. The firm employs a growth-and-value investment approach with fundamental company analysis and manages portfolios on a discretionary basis with continuous monitoring.

Donald Powell is a CFA® charterholder with four years of industry experience. He is currently a Portfolio Manager at 1834 Investment Advisors Co. and 1834 Wealth Management, a division of Old National Bank, both subsidiaries of Old National Bancorp. Prior to this, he worked at First Midwest Bank for nine years. 1834 Investment Advisors Co. is an SEC-registered adviser managing approximately $1.03 billion for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and financial planning, utilizing asset-allocation strategies supported by proprietary research and model portfolios.

Gregg Georgantas is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining BFC Planning in 2018, he worked at First Heartland Capital Inc. from 2013 to 2018. Outside of his advisory role, he is the owner of GTG Insurance & Financial Services and president of Business Health Insurance Services, Inc., which provides various insurance products including medical, life, long-term care, and disability insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, employing multiple platforms and strategies while maintaining distinctive operational practices such as prohibiting certain fee-paying share classes.

Alec Leasure is a financial advisor at NorthRock Partners, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LLC and Woodbury Financial Services, Inc. Outside of advising, he has experience in real estate ownership unrelated to investment activities. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, retirement plan consulting, and non-investment Personal Office® services. The firm employs a holistic, asset-allocation driven approach with an emphasis on diversification and uses independent managers alongside operational ties to accounting, tax, and insurance professionals.

Robert Martin is a financial advisor with NorthRock Partners, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Ameriprise Financial Services from 2008 to 2026. Outside of his advisory role, Martin serves on the Board of Directors for the Morris Warriors and is a trustee on the advisory council for Immaculate Conception School, where he contributes to enrollment and fundraising initiatives. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, retirement plan consulting, and non-investment Personal Office® services. The firm emphasizes a diversified, asset-allocation driven approach using independent managers and offers tax planning, bill-pay services, and discretionary investment management through custodians Schwab and Fidelity.

Charles Schad is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes over two decades at Raymond James Financial Services and roles at Oak Knoll Insurance Strategies and Innovation Partners LLC. He serves as a board member and chair of the Godley Public Water District in Godley, IL. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment portfolios and access to third-party advisors, emphasizing service to non-high-net-worth individuals.

Manuel Macias is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and served in the U.S. Army Reserves for twelve years. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Daniel Wright is a Series 66-registered financial advisor with nine years of industry experience. He currently works at Empower Advisory Group and has previously held positions at J.P. Morgan Securities, The Prudential Insurance Company of America, Merrill, and Edward Jones. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Glenn Georgantas is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes 20 years at Harris Investor Services Inc. and four years at LPL Financial before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Cynthia Walters is a Series 66-licensed financial advisor with 11 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2019, and previously held roles at LPL Financial and First Midwest Bank. Outside of her advisory work, she is an owner of a residential rental business. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and access to unique features such as direct indexing and tax-overlay services.

Mark Karner is a CFP® with 23 years of industry experience and has been with Edward Jones since 2002. Based in Joliet, IL, he serves on the board of directors and chairs the investment committee for Joliet Catholic Academy, as well as acting as vice president of the school’s parent association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products through a nationwide network of financial advisors.

Ginevra Basso Laha is a financial advisor at Cetera with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Summit Financial Group and Delco Financial Group. Outside of her advisory work, she volunteers as a Sunday school teacher at St. John’s Church. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and access to third-party money managers, utilizing a mix of advisor-managed accounts, model portfolios, and third-party managed solutions.

Dean Shepherd is a Series 66-licensed financial advisor with Edward Jones in Wilmington, IL, having 25 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Connor Skubic is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes positions at Illinois State University, Tri Fab Construction, and self-employment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 advisors.

Brian Odell is a financial advisor with Cetera, holding a Series 66 credential and 22 years of industry experience. He has worked with Cetera and its affiliated entities since 2019 and previously spent a decade at Summit Financial Group Inc. In addition to his advisory work, he is an owner and tax preparer at Delco Tax Advisory Group and serves as a board member of New City Life Church. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Michael Gustafson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2020, having also worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.