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.

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.

Christopher Odonnell is a financial advisor at North South Capital, LLC in New Lenox, Illinois, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with North South Capital since 2008. In addition to his advisory role, Odonnell is a licensed agent for fixed life insurance sales. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts, managing approximately $25.9 million across around 120 client accounts. The firm employs a multi-method investment approach and offers discretionary portfolio management, financial planning, and insurance- and brokerage-related services, with a focus on tailored plans and fiduciary responsibilities.

Aaron Vasil is a financial advisor at North South Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with North South Capital since 2009. In addition to his advisory role, he is a partner at Fundamental Financial Group, LLC, where he offers insurance products to securities clients and teaches college courses approximately one night per month. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs multiple methods of analysis and goal- and risk-based model allocations, tailoring plans through client interviews and periodic reviews, and combines investment advisory and broker-dealer services with a focus on education and conflict monitoring.

Stephen Truesdale is a financial advisor at North South Capital, LLC in New Lenox, Illinois, with four years of industry experience. He holds a Series 66 designation and previously worked for CN Railroad for ten years before joining North South Capital in 2021. Outside of advising, he manages a small rental property in Cedar Lake, Indiana. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts, managing approximately $25.9 million across about 120 client accounts. The firm uses multiple methods of analysis and goal- and risk-based model allocations, offering discretionary portfolio management, financial planning, and insurance- and brokerage-related services.

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.

Brigid Toothman is a Series 65-licensed financial advisor with Interactive Financial Advisors in New Lenox, IL, bringing three years of industry experience. She previously worked at Sarver Vrooman Wealth Advisors and has held various roles including positions with municipal governments and the Lawrence Aquatic Center. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models ranging from conservative to aggressive, primarily using ETFs and mutual funds, and applies Modern Portfolio Theory alongside fundamental analysis in its investment approach.

Johnathan Irions is a CFP®-certified financial advisor with three years of industry experience, currently with Goldstone Financial Group, LLC. His prior roles include positions at JP Morgan Chase, Lincoln Investment, and New York Life Insurance. Outside of his advisory work, he has experience in the hospitality industry, having worked at Olympia Fields Country Club. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm employs a documented investment process that integrates fundamental, technical, and quantitative methods and offers a range of strategies including tactical ETF models and options-based approaches.

Jeremy Ftacek is a financial advisor with United Advisor Group and holds a Series 66 designation. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Cambridge Investment Research Advisors, and Invest Financial Corp. He is also a founding partner and investment advisor representative of Ftacek Financial Services, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Paul Branshaw is an investment advisory representative with Interactive Financial Advisors, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at firms including Fortune Financial Services and Brooklight Place Securities, and has operated his own tax preparation and fixed insurance services businesses. Branshaw is also involved in tax preparation as an outside contractor. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm typically manages assets on a discretionary basis using asset-allocation models ranging from conservative to aggressive and primarily implements strategies with ETFs and mutual funds.

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.

Richard Peterbok is a financial advisor with Interactive Financial Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Interactive Financial Advisors since 2003 and also holds leadership roles at Organizamerica, an information services company, and Uni-Financial Corporation, an insurance financial services company. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models ranging from conservative to aggressive, primarily using ETFs and mutual funds, and integrates tools like Modern Portfolio Theory and the TIFIN Wealth Risk profiler in its investment approach.

Donald Zolfo is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Sowell Management since 2020. Prior to this, he worked at 83rd Street Wealth Management, LLC from 2016 to 2020. Outside of his advisory role, he is also involved in insurance sales and service as an agent. Sowell Management provides investment advisory and related services to a diverse client base including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and consulting services supported by a platform-style business that delivers compliance, technology, and back-office support to its affiliated advisors.

Oduardo Periu is a financial advisor at Interactive Financial Advisors with 24 years of industry experience. He has been with Interactive Financial Advisors since 2005 and previously worked at Citgo for over three decades. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and primarily uses ETFs and mutual funds, applying Modern Portfolio Theory and fundamental analysis in its investment approach.