Rahul Shirahatti is a financial advisor at SGL Financial, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Coyle Financial Counsel, LLC and The Boeing Company. SGL Financial, LLC is a fee-based investment adviser serving financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm focuses on broad diversification and long-term asset allocation through third-party money managers and a sub-advisory relationship with Savant Capital, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Alex Offerman is a CFP® with eight years of industry experience, currently serving as an advisor at Model Wealth. He has worked at Model Wealth since 2018 and has held roles at Highpoint Advisor Group, LLC, and LPL Financial, LLC. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm emphasizes a broadly passive investment approach with cost-effective, tax-aware implementation and integrates robo-advisor strategies and direct indexing within a flat annual fee structure.

Dean Hedeker is a financial advisor with Hedeker Wealth LLC in Lincolnshire, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He is also the sole owner of Hedeker Law, Ltd., an estate planning law firm. Hedeker has been with Hedeker Wealth LLC since 2015, including its current iteration since 2021. Hedeker Wealth LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other entities. The firm manages approximately $470 million in assets and employs an investment approach that incorporates technical, fundamental, and cyclical analysis, as well as tax-oriented alternative investments tailored to client objectives and risk tolerance.

Dominic Demicco is a financial advisor at SGL Financial, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at MassMutual Life Insurance Co, Thrivent Financial, and Guaranteed Rate. He is also a licensed insurance agent and offers various insurance products when appropriate. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm emphasizes diversified asset allocation, long-term time horizons, and integrates portfolio management with tax coordination through affiliations with specialized sub-advisers and tax advisory services.

James Dawson is a CFP® with 12 years of experience in the financial services industry. He has worked at Rothschild Wealth LLC since 2019 and Rothschild Investment LLC since 2024, and previously held roles at Halo Securities LLC and Charles Schwab. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm employs an asset-allocation approach supported by quantitative analysis and offers portfolio management, financial planning, tax and estate coordination, and retirement consulting.

Lisa Zarkin is a CFP® professional with 34 years of industry experience. She is currently with Sequoia Wealth Management, LLC, where she has worked since 2017, and has previous experience at LPL Financial and PlanSmart Financial Services. Outside of financial advising, she is an author and self-publishes her own book. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans, providing asset management, financial planning, and retirement-plan consulting. The firm offers access to third-party money managers and model portfolios, using a combination of quantitative optimization and third-party research to tailor portfolios to clients’ goals.

Colin Schwerin is a financial advisor at North Star Investment Management Corporation with two years of industry experience. He holds a Series 65 designation and has prior work experience at Burns and McDonnell, Sargent and Lundy, and Kentucky Utilities. Schwerin is also associated with CAPS Financial Group, where he provides financial planning services. North Star Investment Management Corporation serves a range of clients including individuals, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in client assets and employs strategies such as equity positions, fixed income, option strategies, and direct indexing, often allocating client assets into its own mutual funds.

Casey Moss is a financial advisor at Total Clarity Wealth Management, Inc with six years of industry experience. He holds a Series 66 designation and has worked at firms including Highpoint Advisor Group, Capital Pointe, and Wela Financial. In addition to his advisory role, Moss is the owner and accountant of Casey Moss Tax and Accounting, LLC, where he provides tax preparation and accounting services. Total Clarity Wealth Management offers wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors. The firm provides discretionary portfolio management using a variety of investment vehicles and employs both model portfolios and separately managed accounts, with additional active strategies available for sophisticated investors.

Joshua Bretl is a financial advisor with Wellment Financial in Elmhurst, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with FSR Insurance Planning, Ltd. since 2017 and FSR Wealth Management, LTD. since 2013, and has been involved with FSR Certified Public Accountants, Ltd. since 2005. He serves on the Board of Directors for Community Bank of Elmhurst. Wellment Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm uses vetted model portfolios and a sub-advisor platform focusing on tax-aware retirement planning, while also offering client-managed account options and modular or comprehensive financial plans.

Robert Tutela is a financial advisor at Essex, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Essex since 2016. Tutela serves as a SmartAsset Ambassador, consulting as an independent contractor to generate sales leads for his firm. Essex, LLC is a registered investment adviser managing approximately $649.3 million across about 576 client accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. Investment decisions are made by a multi-member committee using a blend of fundamental, technical, and sector analysis.

Edward Keating is a CFA® charterholder with four years of industry experience, currently serving as an advisor at SAGE Private Wealth Group, LLC. Prior to joining SAGE, he worked at Calamos Wealth Management LLC and BMO Harris Bank. He is actively involved in the Waubonsee Community College Foundation, serving as board president and participating in finance, investment, and scholarship committees. SAGE Private Wealth Group provides wealth management and discretionary portfolio management to individuals, retirement plans, trusts, estates, and businesses. The firm offers customized investment strategies and family office services, utilizing a variety of asset classes and ongoing portfolio monitoring.

Thomas Ryan is a financial advisor at Hedeker Wealth LLC in Lincolnshire, IL, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Huntington Bank and Spectrum Management Group. Hedeker Wealth LLC offers discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm employs a range of investment strategies across multiple asset classes and integrates tax projections into client reviews, with portfolios managed using proprietary models, third-party managers, or direct trading.

Nicholas Castricone is a financial advisor at SGL Financial, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Nuveen, Kestra, and Bluelake Wealth. SGL Financial, LLC is a fee-based investment adviser serving financially established individuals, high-net-worth clients, small businesses, and select retirement and profit-sharing plans. The firm emphasizes broad diversification and long-term asset allocation, utilizing third-party money managers and a sub-advisory relationship with Savant Capital, and provides regular client education through newsletters and other resources.

Robert Thompson is a CFP® professional with 37 years of industry experience. He is currently with Harvest Investment Services, LLC and Midland States Bank and has prior experience at Fifth Third Bank and Concourse Financial Group Securities Inc. Outside of his advisory work, Thompson serves as Board President-Chair of the Oak Lawn Public Library Foundation and is a board member and consultant for Virtu Broadband LLC, providing guidance on growth and development. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions through discretionary portfolio management, financial planning, and other consulting services. The firm uses a combination of customized portfolios and model-based strategies, incorporating active tactical approaches and multiple analysis methods, and supports plan sponsors as an ERISA investment manager when engaged.

Michael Speziale is a financial advisor at James T. Borello & Co. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with James T. Borello & Co. since 2011, following prior roles at Valic Financial Advisors and Berthel, Fisher & Company Financial Services, Inc. James T. Borello & Co. serves individuals, high-net-worth clients, small businesses, trusts, and other legal entities with discretionary investment management and comprehensive financial planning. The firm employs diversified portfolios constructed from mutual funds, ETFs, equities, and fixed income, using quantitative asset-allocation models and annual managed account reviews.

Brenton Newell is a Series 65-licensed financial advisor with Harvest Investment Services, LLC, where he has worked since 2015. He has three years of industry experience and has held positions at Wheaton College, Visionworks, Evangel University, College of DuPage, CYT Chicago, and Newell Christian Academy High School. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm employs a multi-advisor team approach and offers tailored investment strategies that incorporate fundamental, technical, and cyclical analysis, alongside specialized services such as ERISA 3(38) management and held-away 401(k) account oversight.

Matthew Moulton is a CFP® professional with seven years of experience in financial advising. He is affiliated with Signature Financial Services, Ltd and has worked at First Heartland Capital Inc and Signature Advisors Group. His background includes a role as an Associate Financial Planner at Signature Advisors Group. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation driven approach grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of investment vehicles including mutual funds and ETFs.

Kara Vance is a CFP® and Series 65 professional with 15 years of experience in financial advisory services. She has been with Timothy Financial Counsel, Inc. since 2016. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on various financial topics and emphasizes diversified exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing, without offering ongoing portfolio management or discretionary authority.

Tyler Qualio is a CFP® with 25 years of experience in the financial industry, currently serving at Rothschild Wealth LLC. His career includes roles at Rothschild Investment LLC, Halo Securities, and Ausdal Financial Partners. He is a board member of the Will County Community Foundation, where he participates in charitable grants and advisory activities. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executives, trusts, retirement plans, and institutional clients, using asset-allocation models supported by quantitative analysis and third-party platforms.

Gregory Davis is a CFP® with 11 years of industry experience, currently serving as an advisor at Clearwater Capital Partners. He has been with Clearwater since 2015. Outside of his advisory role, he is a passive investor in a thoroughbred horse racing LLC and acts as a life insurance agent, evaluating and placing policies when needed for clients. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves individual, high-net-worth, and institutional clients using a variety of investment approaches, including fundamental, quantitative, and options strategies.