David Willeumier is a financial advisor at Strategic Asset Management LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Dempsey Lord Smith, LLC and RDA Financial Network, Inc. Willeumier is also involved with Junior Achievement. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm’s investment approach integrates fundamental, quantitative, and technical analysis, focusing on long-term strategies supplemented by shorter-term tactics as needed.

Xavier Brown is a financial advisor at Chicago Investment Advisory Council, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining his current firm, he worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. He was also a full-time student athlete in 2017-2018. Chicago Investment Advisory Council, Inc. serves retail and high-net-worth clients through ongoing portfolio management, financial planning, and educational workshops. The firm employs proprietary model portfolios with discretionary trading authority and supports a high client-to-advisor ratio using a standardized service approach.

Michael Fulkerson is a financial advisor with Chicago Investment Advisory Council, Inc. He holds a Series 66 designation and has 23 years of industry experience. He has been affiliated with J.W. Cole Financial since 2011 and has worked with various insurance carriers through W & R Insurance Agencies since 2004. Outside of his advisory role, he works as a substitute teacher in local school districts on a part-time basis. Chicago Investment Advisory Council, Inc. serves retail investors, including both individual and high-net-worth clients, providing ongoing portfolio management, financial planning, and educational workshops. The firm uses proprietary model portfolios and offers a scalable service model supported by a five-advisor team managing approximately 1,100 client relationships.

Stacy Bromann is a financial advisor at The Dala Group, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Bromann serves as an ambassador for the Huntley Chamber of Commerce. The Dala Group serves individual and high-net-worth clients through portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm employs a combination of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using ETFs, mutual funds, individual equities, fixed income, and REITs.

Andrew Wykretowicz is a financial advisor at Monere Wealth Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Monere Wealth Management since 2015. Outside of his advisory role, he teaches English as a Second Language at the College of DuPage. Monere Wealth Management is a team-based firm with nine advisors managing approximately $312 million in client assets. The firm serves primarily individual and high-net-worth clients, as well as pension plans, charities, and business accounts, offering financial planning and portfolio management through both discretionary and predominantly non-discretionary advisory relationships.

Jennifer Karch is a CFP® with 13 years of industry experience, currently serving as an advisor at Carter Financial Group, Inc. She previously worked at Voya Financial Advisors for five years and has been with Carter Financial Group since 2011. Outside of her advisory role, she also works as a model under the name Jennifer Yune. Carter Financial Group is a five-advisor team managing approximately $382 million for individual and institutional clients. The firm utilizes proprietary model portfolios and a combination of quantitative, technical, and statistical analysis to guide investment decisions, offering both discretionary and non-discretionary management along with financial planning services.

Timothy Stearns is a financial advisor at Cornerstone Securities LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cornerstone Securities since 2014. He also has prior experience with Crown Capital Securities, LP and LaSalle St. Securities, LLC. Outside of his advisory work, Stearns sells term, fixed, and indexed universal life insurance as an independent contractor. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates through a team of representatives who develop portfolio strategies, offer discretionary trading where authorized, and refer clients to third-party managers and REITs.

Kyle Bertsche is a financial advisor at Monere Wealth Management, Inc. He holds a Series 66 designation and has been in the industry since 2024. His prior experience includes roles at Carecraft Inc, Nexa Mortgage, and various academic positions. Monere Wealth Management, Inc. is a team-based advisory firm managing approximately $312 million in client assets. The firm serves individual and high-net-worth clients, pension plans, charities, and business accounts, offering financial planning, portfolio management, and pension consulting primarily through non-discretionary advisory accounts.

Thomas Parker is a financial advisor at Pendulum Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and is also a partner at Fates, Bodily, and Parker PLLC, a CPA firm in Itasca, Illinois. In addition to his advisory role, Parker is a licensed insurance agent involved in implementing insurance recommendations. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million across over 200 client relationships. The firm offers discretionary investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term, diversified investment approach.

Keaton Messerschmidt is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Bank, NA. He is also involved with Baxter Credit Union as Senior Manager of Private Client Services. Additionally, Messerschmidt participates in a customer experience certificate program at Valparaiso University. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a core-plus-satellite investment approach using third-party managers and model portfolios, and it operates a significant wrap fee program with approximately $653.6 million in discretionary assets under management.

Christopher Vivian is a financial advisor at Total Clarity Wealth Management, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Cetera Advisor Networks LLC. Vivian Financial Services, Inc. is a business entity he maintains for tax and investment purposes. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm offers discretionary portfolio management using various investment vehicles, employs third-party model portfolios, and supports specialized strategies for sophisticated investors.

Anne Marie Woodrich is a financial advisor with Total Clarity Wealth Management, Inc. She holds a Series 66 designation and has six years of industry experience. Her prior roles include positions at LPL Financial, CETERA Advisor Networks LLC, Pesch Law Office, P.C., and Wall Street Financial Advisors, Inc. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm offers discretionary portfolio management using a range of investment vehicles and employs both traditional and more active strategies tailored to client needs.

Mantas Tautkus is a CFP® professional with 15 years of industry experience, currently serving at Origin Investment Advisory LLC since 2021. He previously worked at Edward Jones from 2014 to 2020 and owns MT Financial Planning, Inc., an investment advisory firm. Origin Investment Advisory primarily serves individual retail clients through a subscription model and employer-sponsored workplace programs, offering budgeting tools, access to CFP® professionals, thematic Stock Bundles, and an Automated Index Investing robo-style service. The firm’s investment approach uses Modern Portfolio Theory and behavioral finance principles, employing rules-based model portfolios and tax-aware implementation, and operates on a subscription fee structure rather than traditional AUM fees.

Kristina Tenney Gatto is a financial advisor at Total Clarity Wealth Management, Inc in St. Charles, IL, holding Series 63 and Series 65 licenses with three years of industry experience. She has worked at Total Clarity Wealth Management since 2020 and previously was employed by School District 308 Oswego from 2015 to 2020. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors. The firm offers discretionary portfolio management utilizing various investment vehicles and third-party models, and it maintains multiple offices and professional affiliations to support client needs.

Steven Lewit is a financial advisor with SGL Financial, LLC, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has been associated with multiple firms, including KCD Financial, Tarkenton Financial, and Wealth Financial Group, with career history dating back more than three decades. Lewit is also CEO of Wealth-N, Inc. and serves as an agent for Tarkenton Financial LLC and J.G. Wentworth’s annuity purchase program. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard, emphasizing diversified asset allocation and long-term investment horizons, often implementing strategies through third-party managers.

Chad Codak is a financial advisor at BCU Wealth Advisors, LLC with three years of industry experience and holds a Series 65 designation. His prior work includes positions at Northwestern Mutual and Bass Pro Shops. Outside of advising, he maintains a role at Bass Pro Shops. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a core-plus-satellite investment approach, utilizing third-party managers and model portfolios, and manages approximately $653.6 million in discretionary assets through a team of 15 advisors.

Laura Chamness is a financial advisor with Leelyn Smith, LLC in Geneva, IL, holding a Series 66 designation and 16 years of industry experience. She has worked at LPL Financial and Highpoint Planning Partners before joining Leelyn Smith, LLC, where she has been since 2017. Chamness is also a Notary Public. Leelyn Smith, LLC provides discretionary and non‑discretionary investment advisory services to individuals, pension and profit‑sharing plans, business entities, and trusts. The firm employs model‑based and individualized allocations across various asset classes and utilizes multiple third-party platforms and tools to support client portfolios.

George Carroll is a financial advisor at Regal Advisory Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Regal Securities and Loyola Marymount University. Regal Advisory Services, Inc. serves individuals, including high-net-worth clients, as well as retirement plans, trusts, foundations, and business entities by providing financial planning, portfolio management, and retirement plan advisory services. The firm uses a combination of fundamental and quantitative research, offering a variety of managed account structures through proprietary and correspondent platforms.

Matthew Pitzulo is a financial advisor at Greenline Wealth Management in Vernon Hills, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Greenline Wealth Management in 2023, he worked at Converge Medical Technology, Best Dedicated Solutions, and Slammers LLC. Greenline Wealth Management is a six-advisor SEC-registered firm that provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm has a notable retirement plan practice alongside its retail asset management and utilizes a third-party manager network on the Envestnet platform.

Kristen Mc Cullough is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at RMB Capital Management, LLC and Vennwell, LLC. Mowery & Schoenfeld Wealth Management serves individuals, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses quantitative tools and model portfolios tailored to clients’ risk tolerance and circumstances, managing approximately $389 million in assets across 161 client relationships.