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 worked at James T. Borello & Co. since 2011, following earlier roles at Valic Financial Advisors and Berthel, Fisher & Company Financial Services. James T. Borello & Co. provides comprehensive 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, using asset allocation models and tax-management techniques to build client portfolios.

Ethan Hafner is a financial advisor at Indivisible Partners with 29 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 17 years and Citigroup Global Markets for 8 years. Hafner is based in Deerfield, IL, and has been with Indivisible Partners since 2026. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to model portfolios and third-party investment strategies, using a strategic asset allocation framework overseen by an investment committee.

John Budziak is a financial advisor at Mack Investment Securities, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mack Investment Securities and Cornerstone National Bank since 2010. In addition to his advisory role, he serves as Senior Vice President and Trust Officer at Cornerstone National Bank. Mack Investment Securities advises individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and other custodial accounts. The firm employs a manager-of-managers approach combined with firm-run model strategies that incorporate tactical shifts and the use of ETFs, offering both discretionary and non-discretionary portfolio management alongside financial planning and market-timing services.

Peter Karmin is a financial advisor at Fort Sheridan Advisors LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Western International Securities, Inc. for 11 years. Karmin serves on the Board of Trustees at Rhodes College. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients by providing discretionary asset management and pension consulting. The firm employs a long-term, value-oriented investment approach that integrates quantitative tools with qualitative judgment and routinely uses derivatives and options strategies in client portfolios.

Thomas Weil is a financial advisor with Fort Sheridan Advisors LLC in Highland Park, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Fort Sheridan Advisors since 2012 and Aurora Securities Inc. since 2024. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients with discretionary asset management and pension consulting. The firm employs a long-term, value-investor approach that integrates quantitative tools with qualitative judgment and is involved in private funds and institutional mandates across multiple asset classes.

Katherine Hagedorn is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Chicory Wealth since 2021 and previously spent eight years at Ameriprise Financial Services, Inc. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, while also providing tax preparation, estate planning assistance, and business consulting. The firm employs a blend of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified, long-term portfolios and financial life plans.

Stephen Mack is a CFP® with 45 years of industry experience, serving as an advisor at Mack Investment Securities, Inc. since 1986. He holds a Series 63 license and participates on a regional FINRA committee. Additionally, he has a referral role as a Coldwell Bank Referral Agent related to real estate sales. Mack Investment Securities, Inc. serves individual investors, retirement and pension plans, and institutional accounts, offering portfolio management, financial planning, pension consulting, and market timing services. The firm uses a manager-of-managers approach through its Money Managers Plus program, combining internal and third-party strategies with tactical and timing techniques.

Howard Klieger is a financial advisor at Walled Lake Planning & Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets LLC and City National Bank. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for about 360 clients. The firm provides comprehensive financial planning and portfolio management services tailored to individual goals, using a mix of investment strategies and maintaining ongoing monitoring with annual reviews.

Robert Cook is the sole advisor at Dream Capital Advisors, LLC in Lincolnshire, IL, holding a Series 65 credential with 19 years of industry experience. He has been with Dream Capital Advisors since 2006. Dream Capital Advisors provides personalized, fee-based investment management primarily to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm focuses on customized equity and diversified portfolios emphasizing growth and quality of earnings, employing multiple analysis methods and third-party research to inform portfolio management.

Douglas Purcell is a financial advisor at Fort Sheridan Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Aurora Securities, Western International Securities, and Oppenheimer & Co. Inc. since 2011. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients with discretionary asset management and pension consulting. The firm employs a long-term, value-investor approach that integrates quantitative tools with qualitative judgment and actively uses derivatives and option strategies in client accounts.

Gergana Vasileva is an Investment Advisor Representative at Journey Financial Group, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Journey Financial Group since 2013 and OSAIC since 2015. Vasileva also provides Notary Public services to existing clients of the firm. Journey Financial Group serves individuals across various wealth levels as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and retirement plan consulting using model portfolios that range from conservative to aggressive risk profiles.

Louis Klieger is a CFP® and holds a Series 66 license, with 10 years of experience in the financial advisory industry. He has worked at Walled Lake Planning & Wealth Management, LLC since 2018 and previously held roles at City National Bank and RBC Capital Markets, LLC. Louis is based in Highland Park, IL. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for around 360 clients. The firm provides wealth management services to individuals and various entities, combining comprehensive financial planning with discretionary and non-discretionary portfolio management through a wrap fee program.

Martin Yokosawa is a financial advisor with Landolt Securities, Inc. in Lake Bluff, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Landolt Securities since 2008 and is also the president and owner of Torii Asset Management, where he provides investment advisory services. Since 2021, he has served as a trustee for a family trust. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities, managing $137.8 million in regulatory assets as of March 31, 2026. The firm emphasizes fundamental analysis with a focus on small-cap growth stocks and utilizes both discretionary and non-discretionary portfolio management strategies.

John Hennessey is a financial advisor with TSFG, LLC who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with TSFG, formerly Alchemy Advisors, since 2016 and previously worked at LPL Financial from 2016 to 2020. Outside of his advisory role, he is an officer and partner at Vazza Real Estate Group, where he is involved in distribution and investing activities. TSFG, LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients, as well as trusts, retirement plans, and other entities. The firm employs fundamental analysis in security selection and offers tailored portfolios with periodic reviews, additionally sponsoring its own wrap-fee program and operating multiple DBA offices.

Steven Alley is a financial advisor with Alley Company, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Alley Investment Management Company since 2022 and previously at Alley Company from 1998 to 2021. Alley Investment Management Company provides discretionary separate-account portfolio management for high-net-worth individuals, institutions, foundations, and family offices. The firm focuses on tax-conscious, long-term large-cap equity strategies with low turnover, incorporating ETFs, options, and margin as appropriate, and offers customized asset allocation and sub-advisory services.

Stuart Loren is a financial advisor with Fort Sheridan Advisors LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Fort Sheridan Advisors since 2018 and previously held roles at Western International Securities, Inc. and Karmin Capital Management. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients with discretionary asset management and pension consulting. The firm employs a long-term, value-investor approach that combines quantitative tools with qualitative judgment and is involved in private investments and liquidation management for private funds.

Timothy Hattendorf is a financial advisor at Nadler Financial Group, Inc. He holds a Series 66 designation and has two years of industry experience. His prior experience includes a decade at Hightower Trust Company of Illinois. He is involved in retirement plan advisory services, working with plan sponsors and participants. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, providing discretionary investment management along with financial planning and retirement plan consulting when requested. The firm employs tactical asset allocation across diversified vehicles and offers a program tailored for smaller accounts within its multi-advisor structure.

Ashley Armenta is a financial advisor at E. A. Horwitz LLC with 14 years of industry experience. She holds the Series 66 designation and previously worked at Western International Securities, Inc. for 10 years. Armenta has been with E. A. Horwitz LLC since 2013. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, employing a generally conservative, principal-preservation investment approach tailored to individual needs. The firm integrates options and fixed-income trading to manage risk and generate income while coordinating with other professionals and maintaining formal training and supervision for its advisors.

Robert Lyman Jr. is a financial advisor with Sequoia Wealth Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked at firms including LPL Financial, Associated Planners Investment Advisory Inc., Associated Securities Corp., and Signator Investors, Inc. Outside of his advisory work, he serves on the board of directors for Friends of Shalom for Uganda, a community and charitable organization. Sequoia Wealth Management advises individuals, trusts, corporations, and employer retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a combination of quantitative optimization, technical analysis, and option strategies, providing both discretionary and non-discretionary portfolio management along with access to third-party managers and LPL Financial-sponsored programs.

Lavonte Jones is a financial advisor at SGL Financial, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at J.P. Morgan Securities and Northwestern Mutual. SGL Financial, LLC serves financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans, providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm emphasizes broad diversification and long-term asset allocation, typically implementing portfolios through third-party money managers and sub-advisers.