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.

Kyle Tucker is a CFP® certificant with three years of experience in financial advising. He is currently with Signature Financial Services, Ltd and has held roles at First Heartland Capital, Inc. and Signature Advisors Group. He has prior work experience at Purdue University and in various positions outside the financial industry. Signature Financial Services, Ltd. provides portfolio management and financial planning services to individuals, pension plans, trusts, estates, and business entities. The firm employs a modern portfolio theory approach using model portfolios and third-party asset allocation strategies, offering both discretionary and non-discretionary services.

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.

Patrick Lyman is a CFP® professional with six years of experience, currently affiliated with Sequoia Wealth Management, LLC and LPL Financial, LLC since 2020. Prior to this, he held various roles including positions at Walgreens and the University of Illinois at Urbana-Champaign. Outside of his advisory work, he serves as president of the BNI Referral Champions nonprofit and is a board member of the Chicago Illini Club nonprofit. He also tutors economics, math, and beginner finance courses online. Sequoia Wealth Management advises individuals, trusts, corporations, and employer retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines discretionary and non-discretionary portfolio management using a hybrid approach including quantitative optimization, technical analysis, and option strategies, serving clients through both wrap and non-wrap programs.

James Barnash is a CFP® with 31 years of experience in financial advising. He currently works at Invst, LLC and has held positions with multiple firms including Ns Capital, LLC, and Edelman Financial Services, LLC. He is also involved in tax accounting and insurance services outside of his advisory role. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual and institutional clients. The firm manages approximately $1.565 billion in assets, employs a team of 33 advisors, and utilizes a combination of fundamental, technical, and cyclical analyses to build diversified portfolios.

Teri Shaw is a financial advisor at Carter Financial Group, Inc. with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Carter Financial Group since 2021 and previously at Voya Financial Advisors. Outside of her advisory role, she serves as the Chief School Business Official for Mokena Public Schools, managing multiple departments including business operations and transportation. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios and combines quantitative analysis with third-party managers to implement and rebalance client strategies.

Gene Hiser is a financial advisor with Sequoia Wealth Management, LLC in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Sequoia Wealth Management since 2018 and also maintains an affiliation with LPL Financial since 2012. Outside of his advisory role, Hiser serves on the executive committee of Chicago Baseball Cancer Charities and is a trustee for Friends of HE Parks, Hoffman Estates Park District Foundation. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans, offering asset management, financial planning, and retirement-plan consulting. The firm combines quantitative optimization, third-party research, and manager selection to tailor portfolios and provides access to LPL-sponsored programs including algorithm-based Guided Wealth Portfolios.

James Hagen is a financial advisor at BCU Wealth Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Thrivent Financial. Outside of advising, he is a licensed real estate agent with Keller Williams Momentum and provides foster care services. BCU Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with portfolio management, financial planning, and investment consultation. The firm employs a core-plus-satellite investment approach using third-party managers and model portfolios, and operates a significant wrap fee program.

James Borello is the principal of James T. Borello & Co. and holds a Series 63 designation with 41 years of industry experience. He has been with James T. Borello & Co. since 1985. James T. Borello & Co. provides investment advisory and financial planning services to individuals, high-net-worth clients, family offices, small businesses, trusts, and other entities. The firm integrates discretionary investment management and financial planning under ongoing advisory relationships and employs asset allocation models supported by quantitative and qualitative analysis, third-party research, and periodic reviews of various securities.

David Willeumier is a financial advisor at Strategic Asset Management LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Dempsey Lord Smith, LLC and RDA Financial Network, Inc. Willeumier is also involved with Junior Achievement. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm’s investment approach integrates fundamental, quantitative, and technical analysis, focusing on long-term strategies supplemented by shorter-term tactics as needed.

Stacy Bromann is a financial advisor at The Dala Group, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Bromann serves as an ambassador for the Huntley Chamber of Commerce. The Dala Group serves individual and high-net-worth clients through 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 using ETFs, mutual funds, individual equities, fixed income, and REITs.

Richard Kolb III is a CFP® certificant with eight years of industry experience, currently serving at Inspirion Wealth Advisors, LLC since 2018. Prior to this, he worked at Baxter International Inc. from 2016 to 2018. He is on the board of directors for Michael Matters Org., a non-investment-related organization. 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 ongoing retirement plan consulting using both fundamental and technical analysis, including strategies such as option writing and margin borrowing.

Jennifer Karch is a CFP® with 13 years of industry experience, currently serving as an advisor at Carter Financial Group, Inc. She previously worked at Voya Financial Advisors for five years and has been with Carter Financial Group since 2011. Outside of her advisory role, she also works as a model under the name Jennifer Yune. Carter Financial Group is a five-advisor team managing approximately $382 million for individual and institutional clients. The firm utilizes proprietary model portfolios and a combination of quantitative, technical, and statistical analysis to guide investment decisions, offering both discretionary and non-discretionary management along with financial planning services.

Timothy Stearns is a financial advisor at Cornerstone Securities LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cornerstone Securities since 2014. He also has prior experience with Crown Capital Securities, LP and LaSalle St. Securities, LLC. Outside of his advisory work, Stearns sells term, fixed, and indexed universal life insurance as an independent contractor. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates through a team of representatives who develop portfolio strategies, offer discretionary trading where authorized, and refer clients to third-party managers and REITs.

Keaton Messerschmidt is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Bank, NA. He is also involved with Baxter Credit Union as Senior Manager of Private Client Services. Additionally, Messerschmidt participates in a customer experience certificate program at Valparaiso University. 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 it operates a significant wrap fee program with approximately $653.6 million in discretionary assets under management.

Mantas Tautkus is a CFP® professional with 15 years of industry experience, currently serving at Origin Investment Advisory LLC since 2021. He previously worked at Edward Jones from 2014 to 2020 and owns MT Financial Planning, Inc., an investment advisory firm. Origin Investment Advisory primarily serves individual retail clients through a subscription model and employer-sponsored workplace programs, offering budgeting tools, access to CFP® professionals, thematic Stock Bundles, and an Automated Index Investing robo-style service. The firm’s investment approach uses Modern Portfolio Theory and behavioral finance principles, employing rules-based model portfolios and tax-aware implementation, and operates on a subscription fee structure rather than traditional AUM fees.

Steven Lewit is a financial advisor with SGL Financial, LLC, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has been associated with multiple firms, including KCD Financial, Tarkenton Financial, and Wealth Financial Group, with career history dating back more than three decades. Lewit is also CEO of Wealth-N, Inc. and serves as an agent for Tarkenton Financial LLC and J.G. Wentworth’s annuity purchase program. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard, emphasizing diversified asset allocation and long-term investment horizons, often implementing strategies through third-party managers.

Chad Codak is a financial advisor at BCU Wealth Advisors, LLC with three years of industry experience and holds a Series 65 designation. His prior work includes positions at Northwestern Mutual and Bass Pro Shops. Outside of advising, he maintains a role at Bass Pro Shops. 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, utilizing third-party managers and model portfolios, and manages approximately $653.6 million in discretionary assets through a team of 15 advisors.