Ann T Rieder

Melissa Osuch is a financial advisor with Strategic Advisors of Illinois, holding a Series 66 designation and 20 years of industry experience. She has been with Strategic Advisors of Illinois since 2006 and has also worked at LPL Financial LLC since 2011. In addition to her advisory role, she is involved in accounting and tax preparation services through AMM Accounting Services. Strategic Advisors of Illinois provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on pre-retirement and post-retirement planning. The firm offers discretionary asset management, tiered ongoing financial planning, and educational seminars, constructing customized portfolios primarily through a wrap-fee program that integrates advisory services and trade execution.

Basil Alsikafi is the sole advisor at White Brook Capital, an independent firm based in Winnetka, IL. He holds a Series 65 designation and has nine years of industry experience, including ten years with White Brook Capital. White Brook Capital provides discretionary portfolio management through separately managed accounts and model portfolios for high-net-worth individuals, trusts, estates, and other entities such as pensions and foundations. The firm employs a primarily bottom-up, value-oriented investment approach combined with top-down industry assessment and applies socially responsible exclusions across all strategies.

Shreekkanth Viswanathan is a CFA® charterholder and holds the Series 66 designation with nine years of industry experience. He has been with SVN Capital, LLC since its founding in 2018, following three years at Keeley Asset Management. SVN Capital, LLC is a state-registered investment adviser serving individual and institutional clients with discretionary portfolio management, including separately managed accounts and a pooled private fund. The firm employs a bottom-up, fundamental value-investing approach focused on a concentrated portfolio and long-term horizon, managing approximately $14.3 million in discretionary assets.

Robert Salzman is a CFP® professional with 12 years of experience in financial advising. He is the sole advisor at RB Salzman Wealth Management, LLC, an independent firm he has led since 2015. The firm provides wealth and investment advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions. RB Salzman Wealth Management emphasizes a goal-focused wealth analysis and strategic planning approach, incorporating diversified portfolios, scenario analyses, and regular reviews to manage approximately $35.6 million in assets across 29 client relationships.

William Ake is a financial advisor at Van Ake Capital LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Van Ake Capital since 2017, following positions at Western International Securities, Inc. and Fort Sheridan Advisors. Van Ake Capital LLC provides fee-based portfolio management services to individuals, high-net-worth clients, trusts, and small business entities. The firm manages approximately $23 million across a limited number of client relationships, offering personalized asset management and employing a combination of fundamental and technical analysis alongside option strategies when appropriate.

James Pattie is the sole advisor at Horizon Capital Management, LLC in Lake Forest, Illinois. He holds a Series 65 designation and has 21 years of industry experience, including 22 years with Horizon Capital Management. Horizon Capital Management provides discretionary investment management to individuals, high-net-worth clients, and pension or profit-sharing plans, and also offers sub-advisory asset management to other registered investment advisers. The firm’s approach is based on Modern Portfolio Theory, emphasizing diversified allocations, a buy-and-hold strategy, and regular portfolio reviews.