Srbo Radisavljevic is a CFP® with 29 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. His career includes roles at KRD Wealth Management LLC and Strategic Edge Wealth Management, as well as operating as an independent insurance agent through his sole proprietorship since 1999. Radisavljevic also holds Series 63 and Series 65 licenses. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes asset allocation alongside strategies such as dollar-cost averaging, technical analysis, and options-based portfolios, and it is notable for its affiliation with a third-party administrator/pension consulting business and its $1.57 billion in assets under advisement as a 3(21) adviser.

John Michalak is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Harbour in 2026, he spent 15 years with both Chicago Investment Advisory Council and J.W. Cole Financial, Inc. Michalak has extensive experience in the sale of fixed insurance and annuity products through his prior role at Chicago Investment Advisory Council. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisers and approved third-party managers.

Eric Billimoria is a CFP® professional with 14 years of industry experience, currently serving at Sowell Management. He previously worked at Concert Wealth Management, Inc. from 2012 to 2016. In addition to advising, he engages in tax return preparation seasonally from January through mid-April. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs various investment styles and offers model portfolios, third-party manager selection, and unified managed account solutions.

Guy Abbanat is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with World Equity Group since 2011. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Meredith Sims is a financial advisor with CL Wealth Management LLC in Schaumburg, IL, holding the ChFC® designation and Series 63 and 65 licenses. She has 22 years of industry experience and has worked with multiple firms, including Heart Strong Wealth Planning and Onsystex. Outside of financial services, she owns Meredith Sims Creative LLC, a non-investment-related business. CL Wealth Management LLC offers portfolio advisory and financial planning services to individuals, businesses, and charitable organizations, utilizing both discretionary and non-discretionary management approaches tailored to client objectives and risk tolerance.

Cynthia Pruemm is a financial advisor at Corecap Advisors with six years of industry experience. She holds a Series 65 designation and has been associated with SIS Financial Group since 2006. In addition to her advisory role, she owns and operates an independent insurance agency serving a similar client base. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Christopher Hessenflow is a financial advisor with Wealthcare Capital Management LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Wealthcare Capital Management since 2010 and also maintains a role at SMB Advisors LLC since 2008. Hessenflow serves on the advisory board of Financeware, Inc., a technology firm related to investment services. Wealthcare Capital Management LLC is a multi-team SEC-registered advisory firm managing approximately $3.03 billion for a range of clients including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight by an Investment Policy Committee.

Sherwin Shenfeld is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding the PFS™ and Series 63 designations and bringing 40 years of industry experience. He has served as president of Shenfeld & Co, Ltd, a CPA firm, since 1989 and also leads Mervana, Inc., an art dealing business. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including high-net-worth individuals and institutional accounts. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and third-party money manager access.

Thomas Chrobak is a financial advisor at Gradient Advisors, LLC with 12 years of industry experience and a Series 65 designation. He has held roles at Gradient Advisors since 2022, and concurrently owns MC2 Wealth Management and Plan on College, where he provides financial planning and educational consulting services. Gradient Advisors, LLC delivers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary operating model.

Stephen Meskan is a financial advisor with CL Wealth Management LLC in Chicago, IL, holding Series 63 and Series 66 licenses and 35 years of industry experience. He has worked at firms including Meskan Capital, Cabot Lodge Securities LLC, Purshe Kaplan Sterling Investments, Inc., FourStar Wealth Advisors, LLC, and Feltl & Company. He is president of Meskan Capital, where he focuses on evaluating and educating clients about 1031 exchanges. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio advisory services, financial planning, third-party manager referrals, and client education, using tailored investment strategies based on fundamental and technical analysis.

Charles Svoboda is a Series 65-licensed financial advisor at CoreCap Advisors with one year of industry experience. Prior to joining CoreCap Advisors, he was associated with SIS Financial Group and UBS. His role at SIS Financial Group includes insurance and annuity sales, along with providing inside sales and operational support. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to a diverse client base including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented investment approach with a long-term horizon, utilizing a variety of investment vehicles and sub-advisors to manage client portfolios.

Christa Madison is a CFP® and Series 63 licensed advisor at Ascentis Independent Advisors, LLC with two years of industry experience. Her prior roles include positions at Curi RMB Capital, Sebold Capital Management, Americana Financial Group, MML Investors Services, Inc., and MassMutual Financial Group. Outside of advising, she is involved as a soccer referee and partners with family members in a craft show business called Loom Designs. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing portfolios constructed from diverse public and private securities that are actively monitored and rebalanced.

Stephen Dudas is a financial advisor at World Equity Group, Inc. with 21 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Insigneo Advisory Services, Securities America Advisors, and Triad Advisors. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management with access to third-party money managers.

Eric Mooney is a financial advisor at VestGen Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked in various roles including at Mooney Lyons Financial and Triad Advisors. Outside of his advisory work, Mooney serves as president and on the board of directors of the Naperville Networking Alliance, a community networking group. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a blend of analytical methods and third-party managers.

Alexander Marmitt is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at J.P. Morgan Securities, Robert Baird & Co., and Wintrust Investments. He is also a partner at Klestinski Rapp Marmitt Investment Counsel, where he is involved in investment management and financial planning. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment strategies through a range of portfolio management programs and incorporates fundamental, technical, and cyclical analysis while accommodating client-imposed restrictions.

Todd Balber is a CFP® with over 31 years of experience in financial advisory services. He has been with World Equity Group, Inc. since 1997. Outside of his primary role, he is a co-owner and partner of B&R Financial, LLC, which provides financial planning and investment advisory services along with insurance products. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a risk-tolerance questionnaire to guide asset allocation and utilizes discretionary authority granted to third-party managers and representatives for portfolio management.

Rikk Rodriguez is a ChFC® with 14 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior experience includes roles at Wells Fargo Advisors and Triad Advisors. He is also a co-trustee of a living trust. VestGen Advisors, LLC manages approximately $6.66 billion for a diverse client base, offering discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services. The firm employs a mix of fundamental, technical, and quantitative analysis combined with modern portfolio theory, serving both individual and institutional clients.

Frank Diebold Jr. is a financial advisor with Avantax Planning Partners, Inc. He holds a Series 65 designation and has 27 years of industry experience. Prior to joining Avantax, he worked for Honkamp Krueger Financial Services for 21 years and has been associated with Diebold & Associates since 1978. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and advisor representatives, managing approximately $7.57 billion in assets as of December 31, 2025.

Thomas Riley is a financial advisor with Capital Analysts in Schaumburg, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Lincoln Investment Planning since 2013. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs, supported by an in-house Investment Management & Research team that employs proprietary screening and model portfolios.

Joshua Glorch is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. He has worked at NorthRock Partners since 2019 and previously spent three years at Ameriprise Financial Services, Inc. He holds the Series 63 and Series 65 licenses and maintains current Illinois insurance licensure. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and periodic rebalancing while integrating private market allocations and utilizing AI tools alongside human oversight.