Stephen Sumeraj

Michael Corson is a financial advisor at United Advisor Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of advising, he is an independent insurance agent, primarily selling disability insurance. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering discretionary and non-discretionary investment management, financial planning, and family office services. The firm combines proprietary model portfolios, custom trading, and third-party money managers using a variety of analytical and asset-allocation strategies.

John Doncaster is a financial advisor at Doncaster Wealth LLC in Hinsdale, IL, with 12 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked for over a decade at Northwestern Mutual in various investment and insurance roles. Outside of advising, he maintains an active role in insurance sales and servicing with Pacific Life. Doncaster Wealth LLC is an independent, single-advisor firm managing approximately $11 million for about 35 clients. The firm offers discretionary asset management and fee-based financial planning, tailoring investment programs to individual goals using fundamental and cyclical analysis alongside Modern Portfolio Theory.

Frederick Moore is the principal of Palos Wealth Advisors, LLC, an independent advisory firm based in Palos Heights, Illinois. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. In addition to his advisory role, he practices as a licensed attorney specializing in estate planning, dedicating approximately 15% of his time to this legal work. Palos Wealth Advisors offers discretionary portfolio management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs quantitative models and technical analysis to construct tailored investment portfolios and provides regular performance reporting and client reviews.

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.

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.

Zhe Li is a CFA® charterholder and principal at April Asset Management LLC in Naperville, IL, with one year of experience in financial advising. Prior to founding the firm, Li held roles at FICO-Wiseco, Tongdun Technology, Ernst & Young, and Protiviti Inc. April Asset Management LLC, formed in 2026, provides discretionary and non-discretionary portfolio management and financial planning services to individual and business clients. The firm employs a long-term, diversified investment approach using U.S. equities, ETFs, bonds, and certificates of deposit, and offers both hourly and fixed-fee financial planning arrangements.