Gergana Vasileva is an Investment Advisor Representative at Journey Financial Group, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Journey Financial Group since 2013 and OSAIC since 2015. Vasileva also provides Notary Public services to existing clients of the firm. Journey Financial Group serves individuals across various wealth levels as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and retirement plan consulting using model portfolios that range from conservative to aggressive risk profiles.

Bryson Cioni is a financial advisor at Midwest Professional Planners, Ltd. He holds a Series 65 designation and has approximately one year of industry experience. Prior to joining Midwest Professional Planners, Cioni worked at Amcor and attended Iowa State University. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, and charities, with about $649 million in assets under management. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized services such as divorce planning and retirement coaching, utilizing quantitative methods and a combination of individual securities and low-cost ETFs.

John Chapman is a financial advisor at Clearwater Capital Partners with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clearwater Capital Partners since 2006. Chapman is a partial owner of Clearwater Capital Insurance Services, LLC, which provides non-variable life, long-term care, and disability insurance sales, and he is also a business owner of Clearwater Capital Consulting, LLC, offering select tax services. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, providing family office and private wealth management, institutional advisory, retirement plan advisory, and wrap-fee investment programs. The firm manages most advisory accounts on a discretionary basis and incorporates fundamental, technical, quantitative, and thematic analysis in portfolio management.

Michael Heatwole is a CFP® with 13 years of industry experience, currently serving as an advisor at The Dala Group, LLC since 2018. He previously worked at Waddell & Reed, Inc for six years. Outside of his advisory role, he serves on the advisory board of The Salvation Army in Elgin, IL, and is vice-president of a local networking organization, BNI. The Dala Group serves individual and high-net-worth clients with portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm employs a mix of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using a variety of investment vehicles tailored to client objectives and risk tolerance.

Robert Lyman Jr. is a financial advisor with Sequoia Wealth Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked at firms including LPL Financial, Associated Planners Investment Advisory Inc., Associated Securities Corp., and Signator Investors, Inc. Outside of his advisory work, he serves on the board of directors for Friends of Shalom for Uganda, a community and charitable organization. Sequoia Wealth Management advises individuals, trusts, corporations, and employer retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a combination of quantitative optimization, technical analysis, and option strategies, providing both discretionary and non-discretionary portfolio management along with access to third-party managers and LPL Financial-sponsored programs.

Lavonte Jones is a financial advisor at SGL Financial, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at J.P. Morgan Securities and Northwestern Mutual. SGL Financial, LLC serves financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans, providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm emphasizes broad diversification and long-term asset allocation, typically implementing portfolios through third-party money managers and sub-advisers.

Patrick Gierke is a financial advisor with Acrylic Financial, Inc. in Crystal Lake, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Acrylic Financial since 2019 and previously at Brooklight Place Securities, Inc. and The Leaders Group Inc. Outside of his advisory role, Gierke owns Revolutionary Financial, a fixed insurance sales business. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, other investment advisers, corporations, and pooled investment vehicles. The firm offers tailored investment programs combining asset-allocation frameworks with active momentum and technical analysis, and manages discretionary and non-discretionary accounts, including a private hedge fund.

John La Spisa is a CFP® at Vermillion Financial Advisors, Inc. with two years of industry experience. His background includes multiple roles at the University of Illinois Urbana-Champaign and Vermillion Financial Advisors. Vermillion Financial Advisors serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations, providing financial planning and investment advisory services. The firm emphasizes structured communications and education through a range of planning disciplines, model and customized portfolios, and participant education tied to plan assets.

Arthur Freedman is a Series 65-licensed advisor with Essex LLC, based in Deer Park, IL, and has 24 years of industry experience. He has worked at Essex LLC since 2000. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, and charitable organizations. The firm uses a multi-member investment policy committee to construct and monitor portfolios using fundamental, technical, and sector analysis across various asset classes.

John Graham is a financial advisor with 2 years of industry experience, currently affiliated with 15 Wealth Advisors LLC. He holds the Series 66 designation and has worked at LPL Financial, LLC, TSFG, LLC, and 15 Wealth, LLC. Outside of advisory roles, he has experience in the food service industry and education. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients with investment advisory services, financial planning, and employer planning. The firm employs a multi-disciplinary investment process and offers discretionary portfolio management tailored to client goals, with a distinctive ownership and affiliation structure that includes sponsoring a wrap fee program and providing employer-level financial planning services.

Donald Kolb is a financial advisor with Inspirion Wealth Advisors, LLC, holding a Series 65 designation. He joined the firm in 2024 and has prior work experience at Baxter Healthcare International and Medline Industries. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap comprehensive portfolio management accounts and offers standalone financial planning and employer retirement plan advisory services, utilizing a mix of fundamental and technical analysis alongside both long- and short-term trading strategies.

Sean Hendricks is a financial advisor at Hendricks Wealth and Estate Management with nine years of industry experience. He holds Series 65 and Series 66 licenses and is also a licensed attorney in Illinois, operating Hendricks Law Office separately from his advisory work. His prior experience includes roles at Hero Investment Planners LLC and Foote, Meyers, Mielke & Flowers, LLC. Hendricks Wealth and Estate Management serves individuals, trusts, retirement plans, and business entities, managing approximately $536 million in assets. The firm offers discretionary asset management and financial planning, utilizing a multi-asset allocation strategy supported by fundamental, technical, and cyclical analysis.

Matthew Liggett is a financial advisor with 15 Wealth Advisors LLC in Mundelein, IL, holding a Series 66 designation and two years of industry experience. His prior work includes a period as a self-employed advisor from 2009 to 2025 and one year at LPL Financial. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients, offering investment advisory, financial planning, and employer planning services. The firm provides discretionary portfolio management tailored to client goals using a multi-disciplinary investment process and has a distinctive ownership structure that includes WealthFusion, LLC and an affiliated insurance agency.

Trey Roach is a financial advisor at The Dala Group, LLC with a Series 65 designation and two years of industry experience. Prior to joining The Dala Group, he worked at Kapco Futures and has experience in education and the winery industry. The Dala Group, LLC offers portfolio management, comprehensive financial planning, and limited financial consulting to individuals—including high-net-worth clients—and business entities. The firm employs multi-disciplinary analysis and asset-allocation strategies to manage portfolios consisting of stocks, bonds, ETFs, and mutual funds, serving both discretionary and non-discretionary mandates.

Reid Graham is a financial advisor at Inspirion Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Inspirion Wealth Advisors, he held roles at Wealth Distribution Strategies, the Wisconsin State Capitol, Dixon Ticonderoga Company, and Wisconsin Swim Academy. Inspirion Wealth Advisors manages approximately $1.39 billion for individuals, high-net-worth clients, and employer-sponsored retirement plans, offering comprehensive portfolio management and financial planning with a team of nine advisors.

Richard Young is a financial advisor at Inspirion Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Inspirion since 2012. Outside of advisory work, he conducts fixed insurance business through various insurance companies. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolio accounts using a mix of fundamental and technical analysis and offers tax and corporate planning services alongside its advisory and broker-dealer related offerings.

Peyton Brousseau is a financial advisor at The Dala Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining The Dala Group, Peyton held positions at Calisi Financial and the City of Tempe, and completed a four-year tenure at Arizona State University. The Dala Group serves individual and high-net-worth clients with portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm employs a combination of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies across various investment vehicles.

John Anderson is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. His career includes roles at LPL Financial, CUSO Financial Services, and Baxter Credit Union. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a core-plus-satellite investment approach using third-party managers and model portfolios, and operates a substantial wrap fee program representing a significant portion of its assets under management.

Jeffrey Hughes is a financial advisor with 30 years of industry experience, currently serving at 15 Wealth Advisors LLC. He holds Series 63 and Series 65 licenses and has previously worked with firms including LPL Financial LLC, Royal Alliance Associates, and American General Financial Advisors. Hughes is involved in multiple business activities related to investment and advisory services. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients, offering investment advisory, financial planning, and employer planning services. The firm employs a multi-disciplinary investment process with discretionary portfolio management tailored to client goals and risk profiles, primarily utilizing ETFs, model allocations, and customized recommendations.

Haley Staniszewski is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL. She holds a Series 66 designation and has three years of industry experience, including roles at Osaic Wealth, Inc. and Augustus Labs, LLC. In addition to her advisory work, she provides notary public services to existing clients at Journey Financial Group. Journey Financial Group serves individual clients across a range of wealth levels as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing firm-developed model portfolios that cover a spectrum of risk profiles and incorporating both fundamental and technical analysis.