Taylor Mcmain

John Piershale is a CFP® professional with 32 years of industry experience. He is the sole advisor at Piershale Wealth Management, LLC in Crystal Lake, Illinois, and has held prior roles at Origin Financial, Ausdal Financial Partners, Inc., Piershale Financial Group, Inc., and Triad Advisors, Inc. Piershale Wealth Management provides discretionary investment management and a variety of financial planning services to individual clients. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and fundamental analysis, offering specialized tax and estate planning within a modest, single-advisor model.

Anton Prokopenko is a CFP® and holds a Series 65 license, currently serving as an advisor at HighPoint Planning Partners with one year of industry experience. He is also the president of Sansone & Associates, P.C., an accounting and tax services firm for businesses and individuals. His prior work includes positions at Northern Illinois University, UnitedHealth Group, Concordia University Chicago, and the College of DuPage. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across a range of securities and custodial platforms.

Trevor Johnson is a financial advisor at Dream Weaver Financial Planning LLC in Richmond, IL. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm in 2024, he worked at Discover Financial Services from 2013 to 2018 and was involved with the organization I Am! I Can! for five years. Dream Weaver Financial Planning LLC serves individual and high-net-worth clients, offering discretionary asset management, comprehensive financial planning, and consulting. The firm uses fundamental analysis combined with Modern Portfolio Theory to create customized portfolios and manages accounts on a discretionary basis with quarterly reviews.

Nicholas Daleiden is the sole advisor at Daleiden Wealth Advisors in McHenry, IL, holding Series 63 and Series 65 licenses with 38 years of industry experience. He previously worked at Nations Financial Group, Inc. for 11 years before establishing his own practice. In addition to advisory services, he is involved in fixed insurance sales as an insurance agent. Daleiden Wealth Advisors provides discretionary and non-discretionary asset management and financial planning to individual clients, including high-net-worth individuals. The firm employs a range of investment strategies tailored to client goals and risk tolerances, and routinely uses third-party sub-advisors while maintaining client relationship oversight.

Gregory Anderson is a CFA® charterholder affiliated with SCV Capital LLC, where he has worked since 2021. He previously held positions at PPM America and UBS Global Asset Management, accumulating over a decade of industry experience. SCV Capital LLC provides discretionary and non-discretionary investment management primarily to pooled investment vehicles and institutional clients, including banks, pension and municipal entities, and nonprofit organizations. The firm emphasizes fundamental analysis for public equities and thorough evaluation of private securities, focusing on long-term strategies with flexibility for shorter-term tactics when appropriate.

Thomas Quinn is a Certified Financial Planner® with 22 years of industry experience. He is a financial advisor at American Community Wealth Management, LLC, where he has worked since 2003, and previously was with Triad Advisors, Inc. and Osaic Wealth, Inc. Quinn serves as a successor trustee for a family trust, managing its investments and cash flow. American Community Wealth Management provides investment advisory and financial planning services to individuals, business owners, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing both in-house and third-party platforms tailored to client objectives and risk tolerance.