Kevin Silverman is a CFA® charterholder with 20 years of industry experience. He is currently a financial advisor at Carmel Capital Partners, LLC and also owns Madison Partners, L.C., a business involved in research, publishing, and content creation. Since 2023, he has been teaching investing and portfolio management to graduate and undergraduate students at the University of Wisconsin-Milwaukee. Carmel Capital Partners provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients. The firm emphasizes fundamental valuation focused on free cash flow and capital preservation, and it sponsors and manages multiple private funds and special purpose vehicles.

Michael Gibbons is a financial advisor with TSFG, LLC, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He has worked at TSFG, LLC since 2015 and has been associated with LPL Financial since 2004. TSFG, LLC provides discretionary investment management and financial planning to a range of clients, including individuals, high-net-worth clients, family members, trusts, and retirement plans. The firm employs fundamental analysis for security selection and offers tailored portfolio management with regular reviews, alongside operating a proprietary wrap-fee program and multiple DBA offices.

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.

Andrew Cardillo is a CFP® with 10 years of industry experience and is currently a financial advisor at Indivisible Partners. He has previously worked at UBS Financial Services for a total of 10 years across multiple periods. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm employs a strategic asset allocation framework and offers a range of investment approaches, including active, passive, and blended strategies, with access to private alternatives and credit solutions.

Cynthia Schulze is a financial advisor at Nadler Financial Group, Inc. with four years of industry experience. She holds the Series 66 designation and has previously worked at Ausdal Financial Partners, Inc., FSB & W, LLC, Johnson, Goldberg & Brown, LTD, and Kessler Orlean Silver & Co. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by offering discretionary investment management and financial planning services tailored to client objectives. The firm employs tactical asset allocation across diversified vehicles and operates a program for smaller accounts within its multi-advisor platform.

Rebecca Raff is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at both Ausdal Financial Partners and Nadler Financial Group, Inc. since 2011. Raff serves as a financial planning relationship manager and is a shareholder at Nadler Financial Group. Nadler Financial Group is a team of 16 advisors managing over $2.18 billion for individuals, charitable organizations, business entities, and employer-sponsored retirement plans. The firm primarily offers discretionary investment management along with financial planning and retirement-plan consulting services, utilizing diversified mutual funds, ETFs, tactical asset allocation, and specialized strategies such as direct indexing.

Samuel Velblum is a financial advisor at Nadler Financial Group, Inc. with a Series 66 license and one year of industry experience. His prior work includes roles at Ausdal Financial Partners, the Israeli Fintech Center, Gold Ventures Investment, and various educational and community organizations. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a 15-advisor team, offering discretionary investment management and financial planning services. The firm serves individuals, charitable organizations, business entities, and employer-sponsored retirement plans, employing diversified portfolios with tactical asset allocation and specialized strategies such as direct indexing and interval funds.

Mark Saran is a financial advisor with North Shore Private Asset Management, LLC and holds a Series 66 designation. He has 12 years of industry experience with prior roles at Neuberger Berman LLC, Altegris Investments, JVM Securities, LLC, and Esbjorn, LLC. North Shore Private Asset Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and institutional clients such as pension and profit-sharing plans. The firm combines fundamental, technical, and cyclical analysis to offer customized portfolio management and retirement plan advisory services, with a notable focus on state and municipal government relationships and operational support for plan administration.

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.

Matthew Pitzulo is a financial advisor at Greenline Wealth Management in Vernon Hills, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Greenline Wealth Management in 2023, he worked at Converge Medical Technology, Best Dedicated Solutions, and Slammers LLC. Greenline Wealth Management is a six-advisor SEC-registered firm that provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm has a notable retirement plan practice alongside its retail asset management and utilizes a third-party manager network on the Envestnet platform.

Kristen Mc Cullough is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at RMB Capital Management, LLC and Vennwell, LLC. Mowery & Schoenfeld Wealth Management serves individuals, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses quantitative tools and model portfolios tailored to clients’ risk tolerance and circumstances, managing approximately $389 million in assets across 161 client relationships.

Edward Connolly is a CFP® with 16 years of industry experience and is currently affiliated with Essex LLC. He previously worked for IRON Financial LLC for 15 years. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, pension, and charitable organizations. The firm employs a multi-member investment policy committee to construct and monitor portfolios using a combination of fundamental, technical, and sector analysis across various asset classes.

Philip Sloan is a CFP®, ChFC®, and PFS™ with nine years of industry experience. He is a senior wealth manager and shareholder at Nadler Financial Group, Inc., where he participates on the investment committee and provides comprehensive financial planning and portfolio management. Prior to joining Nadler Financial Group, he worked at Ernst & Young US LLP for nine years. Nadler Financial Group serves individuals, charitable organizations, business entities, and employer-sponsored retirement plans, managing over $2.18 billion through a team of 15 advisors. The firm employs tactical asset allocation strategies across diversified mutual funds, ETFs, and alternative investments, offering discretionary investment management alongside financial planning and retirement-plan consulting services.

Kristi Mertens is a CFP®-designated financial advisor with 22 years of industry experience. She is affiliated with BCU Wealth Advisors, LLC and has worked with LPL Financial and Baxter Credit Union during her career. 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 manages approximately $653.6 million in discretionary assets using a core-plus-satellite approach with third-party managers and model portfolios, including ESG options, serving around 870 clients with a team of 15 advisors.

Alan Cole is a CFA® and CIC-certified financial advisor with 26 years of industry experience. He has been with Parkside Investments, LLC since 2016 and previously worked at Cedar Hill Associates, LLC from 2008 to 2016. Cole is a partner in Cedar Hill Partners Holdings I and II, which are limited partnerships involved in alternative investments. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, endowments, pension plans, trusts, charitable organizations, and businesses. The firm employs a fundamental analysis-driven, long-term large-cap core equity investment approach, supplemented by fixed income, ETFs, option-based strategies, and private investments, and manages over $1 billion in client assets.

Jeffrey Feinendegen is a financial advisor at 15 Wealth Advisors LLC in Mundelein, IL, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TSFG, LLC and LPL Financial, LLC. Outside of his advisory role, he is an author of a general book on good rules of living and is involved in a lead generation business connecting homeowners with contractors. 15 Wealth Advisors is a registered investment adviser that provides discretionary portfolio management, financial planning, and employer-focused retirement plan consulting. The firm constructs customized portfolios based on clients’ goals and uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, typically recommending ETFs with occasional use of options strategies and third-party managers.

Katie Krase is a financial advisor at Nadler Financial Group, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ausdal Financial Partners, Inc. and Nadler Financial since 2005. She is also a shareholder at Nadler Financial Group and is involved in client relationship management and firm operations. Nadler Financial Group manages over $2.18 billion for individuals, charitable organizations, and employer-sponsored retirement plans, offering discretionary investment management and financial planning with a focus on tactical asset allocation and diversified portfolios.

Donald Mckiernan is a financial advisor with Landolt Securities, Inc. in Lake Bluff, IL, holding a Series 63 designation and over 41 years of industry experience. He has been with Landolt Securities since 2005. Outside of his advisory role, Mckiernan is the managing partner of Nekimi Equity Growth Fund I LLC, where he manages investments within a private equity fund. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages a significant portion of client assets in small-cap growth stocks and employs both short-term and long-term trading strategies tailored to client objectives.

Matthew Mc Kiernan is a financial advisor with Landolt Securities, Inc. in Lake Bluff, Illinois. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Landolt Securities in 2018, he worked in roles at Miami University and Aparium Hotel Group. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, and corporations. The firm’s investment process emphasizes fundamental analysis and manages a majority of client assets in small-cap growth stocks, using both short-term and long-term trading strategies tailored to client objectives.