Steven Briggs is a financial advisor at Briggs Financial Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at Waddell & Reed and Wizards of the Coast prior to founding his own practice. Briggs Financial serves individual and high-net-worth clients by providing discretionary investment management, ongoing financial planning, and in-house tax preparation. The firm manages approximately $52 million in assets and focuses on fundamental analysis with a long-term investment approach.

Matthew Hoenes is a CFP® with 18 years of experience in financial advisory services. He currently works at K&H Wealth Partners and also serves as a financial advisor at Karchmar Insurance and Legacy Planning, Inc. His background includes roles at Kestra Advisory Services, Kestra Investment Services, LPL Financial, and The Bensman Group. K&H Wealth Partners is a three-advisor firm managing approximately $66 million for about 70 clients. The firm provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional plan sponsors, utilizing asset allocation, model portfolios, and third-party managers across a range of investment strategies.

Joshua Da More is a financial advisor with Strive Financial Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Wellington Wealth Strategies LLC, TrustWealth Strategies, MML Investors Services, Mass Mutual Life Insurance Company, and Assurance Technologies, Inc. He is also licensed as an insurance agent and engages in fixed insurance sales. Strive Financial Group, LLC is a registered investment adviser serving individual and high-net-worth clients, as well as qualified retirement plans, with discretionary asset management, financial planning, and ERISA retirement-plan services. The firm employs both quantitative and qualitative analysis across a range of strategies, including long-term allocations, trading, options, and alternative investments, with regular portfolio monitoring and rebalancing.

Byron Smythe is a financial advisor at Roberts, Glore & Co. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. for 15 years prior to his current role. Smythe has been with Roberts, Glore & Co. since 2001. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm offers customized portfolio management and financial planning, focusing on fundamental analysis of mid- and large-cap equities and fixed-income holdings, with modest use of alternative assets.

Kevin Scullion is a financial advisor at Aberdeen Wealth Management LLC with seven years of industry experience. He has been associated with the firm since 2000. In addition to his advisory role, Scullion maintains a legal practice focused on tax law. Aberdeen Wealth Management LLC provides fee-only investment management and comprehensive financial planning to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $699 million in client assets using a strategic asset allocation approach with global diversification and offers flexible engagement formats.

Rik Duryea is a CFA® charterholder with 14 years of industry experience. He is currently with Alley Company, where he has worked since 2005, including its affiliate Alley Investment Management Company since 2022. The firm provides discretionary portfolio management primarily for high-net-worth individuals, institutions, foundations, and family offices. Alley Investment Management emphasizes a tax-conscious, long-term large-cap equity approach with low turnover, incorporating ETFs, options strategies, and customized asset allocation.

Scott Comeau is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked with LPL Financial LLC, CUSO Financial Services, Baxter Credit Union, and State Street Research & Management Company. Outside of his advisory role, he has served as an independent basketball official with the IAABO Board 130 since 1999. 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 uses a core-plus-satellite investment approach with third-party managers and offers a substantial wrap fee program representing a large portion of its assets under management.

Beau Toth is a financial advisor at Legacy Capital Wealth Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at Sextant Securities, Merchant Investment Management, LPL Financial, AXA Distributors, and Neuberger Berman. Outside of his advisory role, he is the manager and owner of Precise Access LLC, a non-investment business. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, charitable foundations, and retirement plans. The firm provides holistic financial planning and discretionary and non-discretionary investment management with a focus on fundamental analysis and long-term orientation.

Peter Kolb is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has worked at Inspirion Wealth Advisors, LLC since 2021 and previously held a position at AbbVie Inc from 2017 to 2021. Inspirion Wealth Advisors manages approximately $1.39 billion for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing both fundamental and technical analysis as part of its investment approach.

Nano Younger is a CFP® with 24 years of industry experience and has been with Arthur M. Cohen & Associates LLC since 1999. He holds a CPA designation and provides tax preparation services outside of his advisory work. Arthur M. Cohen & Associates, LLC offers investment advisory and financial planning services to a range of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm customizes strategies based on client time horizons and risk tolerance and manages over $1.1 billion in discretionary assets, with a focus on fundamental analysis and ongoing manager due diligence.

Andrew Hooley is a CFP® and CFA® with 11 years of experience in financial advisory roles. He is currently with Mowery & Schoenfeld Wealth Management, LLC, having joined in 2025. His prior experience includes positions at Badgley Phelps, Apella Wealth, Vestory LLC, and Charles Schwab. Mowery & Schoenfeld Wealth Management offers discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, and plan sponsors. The firm uses customized investment strategies that include model portfolios, mutual funds, ETFs, fixed income, and alternatives, and may incorporate third-party money managers and advanced strategies such as options and cryptocurrency advisory.

Ryan June is a financial advisor at Coyle with a Series 65 designation and three years of industry experience. He has been with Coyle Financial Counsel, LLC since 2016. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, providing discretionary and non-discretionary asset management along with financial assessment, wealth advisory, project-based planning, and family legacy services. The firm combines tactical and strategic asset allocation with individualized portfolio construction, using sub-managers and third-party software for security-level analysis, and supplements traditional advisory work with subscription-based educational content and family coordination services.

Steven Milstein is a financial advisor at Mack Investment Securities, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mack Investment Securities since 1995. Outside of his advisory role, he serves as president of The Milstein Co., a business involved in the sale of egg products and life and health insurance. Mack Investment Securities advises individuals, pension and profit-sharing plans, corporations, and other custodial accounts through discretionary and non-discretionary portfolio management, model strategy management, financial planning, and pension consulting. The firm uses a manager-of-managers approach combined with firm-run model strategies that include tactical shifts and use of ETFs, integrating advisory, broker-dealer, and insurance activities within its services.

Myron Hazen is a CFP® professional with 24 years of industry experience. He has worked at Inspirion Wealth Advisors, LLC since 2012 and was previously with Purshe Kaplan Sterling Investments for eight years. Hazen serves as a board member of 1PLUS Charity, which supports disabled veterans, and holds a leadership position as assistant warden at St. Lawrence Episcopal Church in Libertyville, IL. Inspirion Wealth Advisors is a team of nine advisors managing approximately $1.24 billion in assets. The firm provides comprehensive wealth management, financial planning, and retirement plan consulting for individual and high-net-worth clients, utilizing a combination of fundamental and technical analysis along with various trading strategies.

Thomas Van Vuren is a CFA® charterholder with 11 years of experience in the financial industry. He has worked at Alley Company, LLC from 2014 to 2021 and currently serves at Alley Investment Management Company since 2022. Alley Investment Management Company provides discretionary separate-account portfolio management primarily for high-net-worth individuals, institutions, foundations, and family offices. The firm focuses on a tax-conscious, long-term large-cap equity approach with low turnover and uses ETFs, options, and margin as appropriate to meet client objectives.

David Melsheimer is a CFA® charterholder with 22 years of experience at North Shore Private Asset Management, LLC, where he has worked since 2004. He is also a principal of North Shore Private Tax Services, which offers tax preparation services alongside CPA John Gibbons. North Shore Private Asset Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual and institutional clients, including pension and employer-sponsored retirement plans. The firm employs a range of strategies and serves a diverse client base, managing approximately $475 million across fewer than 200 client relationships.

Daniel Roseth is a financial advisor at CS Planning Corp with three years of industry experience. He holds a Series 65 credential and has worked in wealth management and accounting since 2015, including roles at 83 Rd St. Wealth Management and his own accounting firm, H.D. Roseth & Associates, Ltd. Outside of financial advising, he is an accountant at H.D. Roseth & Associates, Ltd. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base. The firm employs a multi-advisor model and constructs broadly diversified, systematically managed portfolios tailored to clients’ risk tolerances and goals.

Susan Oleari is a financial advisor at Trifecta Capital Advisors, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at BMO Private Bank for six years. Susan serves on the boards of the Joffrey Ballet, Recipe for Change, and the Evan Joseph Gerstein Foundation, holding treasurer roles at the latter two. Trifecta Capital Advisors provides discretionary investment management and financial planning services to individuals, families, business owners, trusts, and foundations. The firm manages over $700 million with a focus on long-term strategic asset allocation combined with tactical adjustments using proprietary capital-market assumptions.

Cole Toennies is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Mowery & Schoenfeld, he worked at Googins Advisors and Oxford Global Resources. He also has experience related to recreation and wellbeing from the University of Wisconsin-Madison. Mowery & Schoenfeld Wealth Management offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm customizes investment advice according to clients’ goals and risk tolerance, using a range of investment vehicles including firm-developed model portfolios, institutional mutual funds, ETFs, fixed income, and cryptocurrency advisory without discretionary authority.

David Andrews is a CFP® professional with 27 years of industry experience. He is currently with Sequoia Wealth Management, LLC, where he has worked since 2015, and also maintains a role at LPL Financial. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans with services including asset management, financial planning, and retirement-plan consulting. The firm combines quantitative optimization, third-party research, and manager selection to tailor portfolios and offers both discretionary management and third-party strategist models.