Luke Van De Loo is a financial advisor at Sullivan Mermel, Inc. in Chicago, IL, holding a Series 65 designation with three years of industry experience. He previously worked at Orgel Wealth Management and held roles at St John's Catholic Newman Center and the University of Illinois. Sullivan Mermel, Inc. is a fee-only, holistic financial planning firm serving individuals and families, including high-net-worth clients. The firm uses a retainer-based fee model and focuses on customized investment strategies emphasizing low-cost mutual funds, U.S. government bonds, and cash equivalents.

John Kosar is a Series 65 licensed advisor with Asbury Research LLC, where he has worked since 2023. He has prior experience at Symetra, Allvue Systems, Equitrust Life Insurance Company, and Northern Trust. Asbury Research LLC provides subscription-based investment research and model portfolios to individual investors and money managers, and serves as a sub-adviser and model provider to other advisers and broker-dealers. The firm focuses on growth equities, income securities, and high-yield bonds, utilizing fundamental, quantitative, and technical analysis in its research.

David Dickman is a financial advisor at Mindful Wealth LLC in Northbrook, IL, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities Inc. since 2007. Since 2018, he has been with Mindful Wealth LLC, which operates as a supported firm. Mindful Wealth LLC provides comprehensive investment advisory and financial planning services to high- and ultra-high-net-worth individuals and families, business owners, ERISA plans, and private foundations. The firm employs a personalized, discretionary investment approach focused on traditional, tax-aware strategies and serves a concentrated clientele of HNW and institutional clients.

Robert Jersey is a financial advisor with GW Asset Management LLC, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His prior roles include tenures at GW Capital Services, LLC, GW Capital Management, LLC, and Gar Wood Securities, LLC. GW Asset Management LLC provides fee-based portfolio management and model portfolios to a diverse client base, including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a quantitative approach using ETFs, equities, corporate debt, and mutual funds, incorporating technical, cyclical, and fundamental analysis to guide portfolio allocations.

Steven Goodman is a financial advisor with The Nestegg Group, Inc. in Lincolnwood, IL, holding a Series 65 credential and 28 years of industry experience. He has been with The Nestegg Group since 1993, spanning 33 years at the firm. The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities, and charitable organizations. The firm manages approximately $331 million across about 187 client relationships, using a combination of mutual funds, exchange-traded funds, and access to alternative investments, with approaches guided by asset allocation, qualitative manager analysis, and varied trading strategies.

Justin Mccormack is a financial advisor with First Choice Financial Services LLC in Oak Brook, IL, holding a Series 65 license and 12 years of industry experience. He has been with First Choice Financial Services since 2013 and is also involved with First Choice Insurance Agency, where he has served in various roles since 2005. First Choice Financial Services LLC serves individual and high-net-worth clients by providing financial advice primarily through referrals to third-party money managers and estate-planning support. The firm acts as a liaison, assisting clients with third-party paperwork and ongoing oversight, while drawing on fundamental, technical, and cyclical analysis in its recommendations.

Lamont Change is a CFP® professional with 16 years of experience, practicing at The Change Advisory Group, LLC in Chicago, IL. He holds the Series 66 designation and serves as a managing director at the firm. The Change Advisory Group primarily serves high-net-worth individuals and related entities, providing discretionary portfolio management alongside financial planning and consulting for trusts, IRAs, retirement accounts, and employer-sponsored plans. The firm constructs customized portfolios using asset allocation and security selection across multiple asset classes and serves a diverse client base that includes institutional and governmental entities.

Catriona Duncan is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. She is currently with Sankota Capital LLC, where she has worked since 2024. Her prior experience includes roles at William Blair Investment Management, Columbia Wanger Asset Management, Advisory Research, Inc., and CUPPS Capital Management. She serves as CIO/Treasurer of the Judy Family Foundation, focusing on long-term asset allocation and evaluation of private investments. Sankota Capital provides discretionary investment management to individuals, high-net-worth clients, family offices, pension and profit-sharing plans, endowments, foundations, and corporations. The firm focuses on fundamentally driven investment in small- and mid-cap companies, managing concentrated portfolios with a long-term horizon under discretionary authority.

Mark Zelenika is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Leslie Global Wealth, LLC with 11 years of industry experience. He has been with Leslie Global Wealth since 2014. Outside of his advisory role, he participates in investment-related research surveys. Leslie Global Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing comprehensive portfolio management and financial planning. The firm employs a disciplined investment approach focused on asset allocation and fixed income, offering access to LPL Financial–sponsored managed strategies and supplemental services such as tax planning and real estate analysis.

Sara Freer is a financial advisor at New England Research & Management, Inc. She holds a Series 65 credential and has been with the firm since 2006. Sara operates out of Chicago, IL, and has 20 years of industry experience. New England Research & Management provides discretionary investment management primarily to high-net-worth individuals and families, managing a range of account types including trusts, retirement accounts, and estates. The firm customizes portfolios to individual client objectives and manages accounts separately, employing a variety of securities and strategies with full discretionary trading authority.

Gianni Perkovic is a financial advisor at Retirement Systems LLC with seven years of industry experience. He holds a Series 65 credential and has worked at several firms, including AE Wealth Management, EV Federal, FEFA Asset Management, and Citizens Bank. In addition to his advisory role, Perkovic is a licensed insurance agent and dedicates a significant portion of his time to insurance product sales. Retirement Systems LLC provides discretionary asset management, financial planning, and ERISA 3(21) fiduciary services to individuals and retirement plans. The firm offers tailored investment programs and ongoing portfolio management, combining fundamental, technical, and charting analysis with regular account reviews.

Dillon Hoover is a CFA® charterholder with four years of industry experience. He is currently an advisor at Significance Capital Management LLC and previously worked at CastleArk Management and Spot Trading L.L.C. Significance Capital Management LLC is an independent investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm employs an Enhanced Alpha Strategy that combines fundamental, quantitative, factor, and technical analysis to manage large-cap equity allocations, and also serves as a sub-adviser to the Significance Capital Enhanced Alpha ETF.

Theodore Augustyniak is a financial advisor with Creative Resources Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with Creative Resources Investment Advisors since 2015 and is also involved with Advance Legend Funding and Augustyniak Insurance Agency, where he works as an insurance agent offering various insurance products. Creative Resources Investment Advisors primarily serves individual and high-income clients, as well as pension and profit-sharing plans, trusts, and other entities. The firm employs a long-term, value-oriented investment approach with a blend of strategic and tactical asset allocation, utilizing equities, mutual funds, bonds, and alternative instruments tailored to client needs.

Jeremiah Boynton is a CFP®-designated financial advisor with 23 years of industry experience, currently serving at Laureate Wealth Management, LLC since 2014. He holds securities licenses Series 63 and Series 66. Outside of his advisory role, Mr. Boynton is the majority owner of Laureate Capital Management, LLC and Laureate Capital Real Estate Investments, LLC, which manage various private equity, hedge fund, and real estate projects. He also serves on the Board of Directors for Still Austin, a bourbon distillery in Austin, Texas. Laureate Wealth Management provides investment advisory, portfolio management, financial planning, estate planning, and family office coordination for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a strategic asset allocation process that includes individual securities, mutual funds, ETFs, separate account managers, and alternative investments, and is notable for its involvement with pooled investment vehicles and affiliated fund activities.

Gary Hokin is the president of Hokin Investment Advisors Inc. in Northbrook, IL, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has worked at First Sovereign Securities Corp since 1995 and founded Hokin Investment Advisors in 2006. Hokin Investment Advisors serves individuals, businesses, trusts, and retirement plans, providing portfolio construction, asset management, financial planning, and pension consulting. The firm emphasizes low-cost investment solutions and offers educational seminars and workshops on investment topics for plan participants and other groups.

Alexander Ross is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Main Street Investment Advisors, LLC since 2017 and previously worked at Morgan Stanley Private Bank from 2015 to 2017. Ross is based in Northbrook, IL. Main Street Investment Advisors serves high-net-worth individuals and private foundations, providing discretionary portfolio management and asset allocation advice across multiple asset classes. The firm emphasizes a buy-and-hold investment approach focused on large-cap companies, incorporating both fundamental and technical analysis, and integrates option strategies with client approval.

Doralee Meyer is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Merino Wealth Management and has previously worked at Guided by Grace LLC, WellAcre Global Wealth Advisors, Park Piedmont Advisors LLC, Associated Investment Services, Inc., and L'Bri. Merino Wealth Management serves individuals, high-net-worth individuals, and business clients by providing portfolio management and financial planning services. The firm employs an investment approach based on Modern Portfolio Theory, using tailored investment policy statements and asset-allocation targets along with due diligence of third-party managers and regular client reporting.

Trevore Meyer is a CFP® professional with nine years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Presence Financial and Responsive Financial Group, Inc. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning, supplemented by in-house tax preparation, business bookkeeping, and educational seminars. The firm’s investment approach focuses on long-term asset allocation and buy-and-hold strategies, combining fundamental, technical, and cyclical analysis to guide portfolio decisions.

Alexander Lippitt III is a CFA® charterholder with four years of industry experience. He is currently an advisor at Lakewood Financial Group, LLC and has previously worked at Northeast Financial Group, Inc., the University of Chicago, and Transamerica/Aegon Asset Management. Lakewood Financial Group is a registered investment adviser serving high-net-worth individuals and families, offering discretionary comprehensive wealth management that includes portfolio management, financial planning, tax coordination, and access to private funds and structured products. The firm uses a strategic-core with tactical-overlay investment approach tailored to client-specific needs and manages roughly $90 million across 42 client relationships.

Michael Jankowski is a financial advisor with Parkview Asset Management, Inc. in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Parkview in 2020, he spent 12 years at LaSalle St. Investment Advisors, LLC and LaSalle St. Securities, LLC. He is also president of Wealth Planning Network LLC, which focuses on fixed insurance products and serves as trustee for related benefit plans. Parkview Asset Management is a two-advisor firm managing approximately $206 million for around 140 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, using a primarily long-term, client-specific investment approach with low-cost diversified mutual funds, ETFs, and individual securities when appropriate.