Kathleen Valleau is a CFP® and holds a Series 65 license, with six years of industry experience. She has worked at ShankerValleau Wealth Advisors, Inc. since 2019 and previously held roles at Becton, Dickinson and Company and Vyaire. Outside of advisory work, she serves as an accountant with ShankerValleau Accountants, Inc. and is a board member of The Kaufherr Resource Center. ShankerValleau Wealth Advisors is a team-based SEC-registered firm that manages approximately $645 million for over 200 clients, offering wrap-fee portfolio management, individualized investment supervision, and integrated financial planning. The firm employs evidence-based, structured investment strategies with broad diversification and incorporates financial planning into its advisory services.

William Vellon is a financial advisor with Kingsbury Capital Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Kingsbury Capital Investment Advisors LLC since 2008 and previously worked with Kingsbury Capital, Inc. and Cabot Lodge Securities LLC. Outside the investment industry, he is involved as President and Financial Advisor at Ten31 Farms, focusing on potential 1031/DST transactions, and also works as a health insurance sales representative for Medicare Advantage products through Insurance by the Sea/Tangram LLC. Kingsbury Capital Investment Advisors is an SEC-registered independent adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm delivers discretionary and non-discretionary portfolio management, financial planning, and institutional retirement plan advisory services, using diversified portfolios supplemented by quantitative optimization and third-party due diligence.

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.

Jeffry Livingston is a financial advisor at Regal Advisory Services, Inc. in Chicago, IL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Regal Securities since 2012. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors, managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, employing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Marie Beckman is a CFP® and holds a Series 65 license with 25 years of industry experience. She is a principal at A. Robert Taylor Financial Advisory Services, Ltd., where she has worked since 2000, and currently serves as an advisor at Financial Solutions Advisory Group. Financial Solutions Advisory Group advises high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses a comprehensive investment process incorporating fundamental, technical, quantitative, and qualitative analysis and maintains a quarterly newsletter for clients and professionals.

Derek Kyler is a financial advisor at Coyle with a Series 65 designation and two years of industry experience. His prior roles include positions at the DeKalb Park District and the Katz Graduate School of Business at the University of Pittsburgh. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities by providing discretionary and non-discretionary asset management, financial assessment, wealth advisory, project-based planning, and family legacy services. The firm combines tactical and strategic asset allocation with individualized portfolio construction and employs fundamental, quantitative, optimization, and technical research methods to align investments with client goals and risk tolerance.

Terry Finkel is a financial advisor with Uhlmann Investment Management, L.L.C. in Skokie, IL, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Uhlmann Investment Management and its affiliated firm Uhlmann Price Securities since 2012. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management services to individual, institutional, and trust clients, using fundamental analysis and long-term asset allocation to tailor portfolios. The firm employs a mix of stocks, bonds, ETFs, mutual funds, and alternatives, utilizing both in-house and third-party managers to meet client objectives.

Kurt Newsom is a CFP® and holds a Series 66 license with 15 years of industry experience. He currently serves as an advisor at XXI Wealth, LLC, a role he has held since 2024. Prior to that, he worked at CIBC Private Wealth Advisors, Inc. and CIBC World Markets Corp. for seven years, Atlantic Trust Investment Advisors for one year, and Geneva Investment Management of Chicago for six years. XXI Wealth, LLC provides comprehensive financial planning and wealth management services to individual and high-net-worth clients. The firm offers customized portfolio construction using a mix of equities, fixed income, index funds, ETFs, direct indexing, alternative investments, and private placements, and employs active oversight of third-party money managers.

Michael Cattapan is a financial advisor with Abundo Wealth in Vernon Hills, IL. He holds a Series 65 credential and has one year of industry experience. Prior to joining Abundo Wealth, he worked at Abbvie for 13 years. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients, focusing on cash flow, retirement, employee benefits, estate planning, tax planning, and multi-generational issues. The firm emphasizes passive, low-cost index fund investments and offers advisory services on a subscription basis without requiring asset minimums or exercising discretionary trading authority.

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.

Owen Mc Namara is a financial advisor at Coyle with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Investment Services LLC and Fidelity. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities, providing asset management, wealth advisory, financial assessment, and project-based services. The firm employs a combination of tactical and strategic asset allocation alongside various analytical methods and offers both discretionary and non-discretionary portfolio management.

Adam Blonsky is a CFP®-designated financial advisor with 15 years of industry experience, currently serving at Coyle Financial Counsel, Inc. since 2011. He holds Series 63 and Series 65 licenses and works out of Glenview, IL. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities with discretionary and non-discretionary asset management, wealth advisory, financial assessment, and project-based services. The firm combines tactical and strategic asset allocation with fundamental, quantitative, and technical analysis and offers a formal monthly subscription service alongside structured financial assessments for clients at various wealth stages.

Spencer Bleecker is a financial advisor with Roberts, Glore & Co. in Deerfield, IL, holding a Series 65 designation and seven years of industry experience. He has been with Roberts, Glore & Co. since 2017 and previously worked at Lake Forest College. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pensions, and nonprofits, managing approximately $938 million in client assets. The firm offers customized portfolio management using fundamental analysis and regularly reviews investments, incorporating mutual funds and ETFs alongside mid- and large-cap equities and fixed-income holdings.

John Finley is a CFA® charterholder with 14 years of experience in the financial industry. He has been with Coyle Financial Counsel, LLC since 2015. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, providing discretionary and non-discretionary asset management as well as financial assessment, wealth advisory, project-based planning, and family legacy services. The firm combines tactical and strategic asset allocation with individualized portfolio construction, utilizing sub-managers and third-party software for security-level analysis.

Kimberly Stacy is an associate wealth manager at Nadler Financial Group, Inc. with experience at Gresham Partners, LLC and PriceWaterHouseCoopers. She holds the Series 66 designation and has been with Nadler Financial Group and Ausdal Financial Partners since 2024. Outside of her advisory role, she is a partner in a commercial real estate venture through Tsarpalas Family Partnership, LLC. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, offering discretionary investment management and financial planning services. The firm employs tactical asset allocation across diversified investment vehicles and operates a multi-advisor platform with approximately 16 advisors.

Augusto Medal is a financial advisor with InSight Securities, Inc. in Miami, FL, holding a Series 66 designation and over 30 years of industry experience. His career includes roles at Precise Investment Management, Inc., Insight Securities, Inc., Insigneo Advisory Services, and Northeast Securities. Insight Securities, Inc. is a registered investment adviser providing discretionary portfolio management and brokerage services to a diverse client base, including high-net-worth individuals, trusts, and institutional investors. The firm combines qualitative and quantitative analysis in its manager selection and portfolio construction, employing both active and passive strategies.

Ethan Hafner is a financial advisor at Indivisible Partners with 28 years of industry experience. He holds the Series 66 designation and worked at UBS Financial Services Inc. for 17 years prior to joining Indivisible Partners in 2026. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, pension and profit-sharing plans, charities, and businesses. The firm manages approximately $2.08 billion in assets using a strategic asset allocation framework and offers a range of active, passive, and blended investment approaches through its team-based, open-architecture platform.

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.

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.