Sean Condon is a CFP® professional with 16 years of industry experience. He joined Rothschild Wealth LLC in 2025 after 19 years at Perritt Capital Management. He holds the Series 63 designation and is based in Oakbrook, IL. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm’s investment approach is centered on asset-allocation models supported by quantitative analysis and implemented through a range of securities and external sub-advisers.

Robert Borchardt is a financial advisor at SAGE Private Wealth Group, LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations. His previous roles include positions at Raymond James Financial and RLB Financial Services, Inc. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management with a client-specific process that incorporates tailored asset allocation, rebalancing, and a range of investment strategies.

Kevin Hawley is a CFP® professional with 16 years of industry experience, currently serving at Navalign, LLC since 2018. His prior roles include positions at Carter Jacobs, LLC, Avondale Asset Management, Waddell & Reed, and Equitable Advisors. Navalign provides investment advisory and planning services to individuals, retirement plans, trusts, and business entities. The firm follows a client-focused, fiduciary approach and offers a range of services including asset management, written financial planning, and pension consulting, with portfolio implementation that may involve options strategies, margin use, and third-party managers.

Carlo Airdo Jr. is a CFP® professional with 12 years of industry experience, currently serving at Chicago Oakbrook Financial Group since 2024. He previously worked for Commonwealth Financial Network from 2014 to 2024. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, constructing tailored portfolios using a wide range of securities and strategies to match client objectives.

Robert Byrns is a Certified Financial Planner (CFP®) with 36 years of industry experience. He is affiliated with Strategic Investment Solutions, Inc., where he has worked since 2005. His prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, and Cetera. Outside of advisory work, he engages in tax preparation and accounting services through his related business activities. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, including high-net-worth clients, pension plans, and trustees. The firm provides discretionary portfolio management with an investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis, employing diversified, primarily passive, long-term strategies combined with proprietary model portfolios.

Thomas Broderick is a financial advisor at Signature Financial Services, Ltd with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Signature Financial Services and First Heartland Capital since 2000 and 2001, respectively. Outside of finance, he is a minority investor and silent partner in a bar and event space. Signature Financial Services, Ltd provides portfolio management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a modern portfolio theory-based investment approach using mutual funds, ETFs, and third-party asset allocation strategies, offering services on both discretionary and non-discretionary bases.

Tom Sleeter is a financial advisor with Ruggaard & Associates, holding a Series 66 credential and over 27 years of industry experience. His career includes roles at LPL Financial and Cetera Advisor Networks LLC, and he has been involved with multiple family farming enterprises since the early 1990s. Outside of financial advising, he serves as a board member for two nonprofit organizations related to a recreational island and a rural cemetery. Ruggaard & Associates provides investment management and financial planning services to individual clients, including high-net-worth households, as well as pension and corporate retirement plans. The firm employs a variety of analytical approaches and strategies tailored to client objectives, combines investment management with tax preparation, and offers quarterly reviews and detailed reporting.

James Longo Jr. is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He is currently with Cora Capital Advisors, where he has worked since 2025, following a long tenure at Osaic FA, Inc. In addition to his advisory role, Longo is involved in insurance sales and is the president of Paramount Wealth Advisors, a consulting company. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, employing a long-term, fundamental investment approach tailored to client goals and risk tolerance.

Richard Chew is a financial advisor with Polaris Wealth Management, LLC, holding a Series 65 license and five years of industry experience. He has worked at Polaris Wealth Management since 2021 and also runs 1st Capital Insurance Group, where he sells life insurance and annuities. Outside of his advisory role, Chew hosts a public-access radio talk show on WCPT AM-820. Polaris Wealth Management provides advisory services to individual investors and retirement plan clients, offering portfolio management, financial planning, and pension consulting. The firm applies modern portfolio theory to tailor investment strategies and conducts educational seminars for retirement-plan clients at no charge.

Charles Carlson is a CFA® charterholder with 24 years of industry experience. He has worked at Horizon Investment Services, LLC since 1997 and has been involved with Horizon Management Services since 1995 and Horizon Publishing Company since 1982. Carlson is also a member of Highland Park Equity, LLC, an investment holding company. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm employs a quantitative stock-rating system and a documented research workflow to manage a range of equity-focused strategies and also licenses model portfolios and acts as a sub-advisor in wrap fee programs.

David Wright is a CFA® charterholder with 14 years of industry experience, currently serving at Horizon Investment Services, LLC. He has been with Horizon since 1997. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm uses a proprietary quantitative stock-rating system alongside fundamental research to guide investment decisions, offering a range of strategies including equity, income, ETF-based, and socially/faith-based approaches.

Joshua Youel is a financial advisor at SAGE Private Wealth Group, LLC, with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Brighthouse Financial, Motorola Solutions, and LaSalle Investment Management Inc. He has been with SAGE Private Wealth Group since 2023. SAGE Private Wealth Group is an SEC-registered advisory firm that serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management using a client-specific process and a variety of investment strategies, including equities, fixed income, ETFs, and alternative investments.

Joseph Savenok is a financial advisor with Harvest Investment Services, LLC and holds a Series 65 designation. He has two years of industry experience and previously worked at firms including Jones Lang LaSalle and T. Rowe Price. He also serves as an Advisor Assistant with Envoy Advisory Inc., an affiliated investment advisory firm. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team structure and uses a range of investment strategies including tactical management and various analytical techniques.

Peter Recchia is a financial advisor with 24 years of industry experience, currently serving at 4 Wealth Advisors, Inc. since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as president of an accounting and tax practice and is an owner and agent in an associated insurance group. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm utilizes customized portfolios and a range of analytical methods, including technical analysis, and is affiliated with accounting and insurance entities to offer integrated client services.

Peggy Hauser is a financial advisor with SAGE Private Wealth Group, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked at SAGE Private Wealth Group since 2015 and previously spent five years with Raymond James Financial Services Advisors Inc. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management, employing a client-specific process that incorporates tailored asset allocation and diverse investment strategies.

Janis Sleeter is a CFP® professional with 32 years of experience in the financial industry, currently serving at Ruggaard & Associates since 2023. Her prior experience includes roles at LPL Financial and Cetera Advisor Networks LLC. Outside of finance, she has long-term involvement in agricultural businesses, holding leadership roles in family farm corporations. Ruggaard & Associates serves individual clients, including high-net-worth households, as well as pension and corporate retirement plans, offering discretionary and non-discretionary portfolio management, retirement plan advisory, comprehensive financial planning, and tax preparation services. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis, implementing strategies ranging from long-term buy-and-hold to shorter-term trading, including options and margin where appropriate.

Jason Andryzak is a financial advisor at Unique Wealth Strategies with 18 years of industry experience. He holds the Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers asset management through its proprietary wrap program and provides ERISA plan advisory roles, employing a mix of fundamental, technical, quantitative, and modern portfolio theory approaches.

Hanna An is a CFP® professional at Chicago Oakbrook Financial Group with one year of industry experience. She previously worked at Daniel Choi CPA, Inc. for two years. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm uses a wide range of securities and investment strategies tailored to client objectives and manages over $1.2 billion in client assets through a multi-advisor team.

Daniel Hamburger is a CFP® and holds a Series 66 license, with nine years of experience in the financial advisory industry. He is currently with Sikich Financial and has held positions at firms including UBS Financial Services and Wells Fargo Clearing. His background also includes self-employment and roles at several other advisory firms. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm provides integrated wealth management through financial planning and portfolio management, utilizing an asset-allocation approach supported by both in-house and third-party managers.

Robert Sweet is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Horizon Investment Services, LLC. He has been with Horizon since 1999. Outside of his advisory role, he is involved in editorial consulting through his ownership of Innovations, where he edits copy for clients. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm employs a fundamental research process combined with a proprietary quantitative stock-rating system and offers a range of strategies including equity, income, ETF-based, and socially/faith-based overlays.