Jeffrey Berman is a financial advisor at Trifecta Capital Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at BMO Harris Bank for eleven years. Trifecta Capital Advisors serves individuals, high-net-worth clients, families, business owners, trusts, and foundations with discretionary investment management and financial planning. The firm combines long-term strategic asset allocation with tactical adjustments based on proprietary capital-market assumptions and employs a mix of fundamental, technical, and cyclical analysis in portfolio construction.

Arthur Freedman is a Series 65-licensed advisor with Essex LLC, based in Deer Park, IL, and has 24 years of industry experience. He has worked at Essex LLC since 2000. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, and charitable organizations. The firm uses a multi-member investment policy committee to construct and monitor portfolios using fundamental, technical, and sector analysis across various asset classes.

John Graham is a financial advisor with 2 years of industry experience, currently affiliated with 15 Wealth Advisors LLC. He holds the Series 66 designation and has worked at LPL Financial, LLC, TSFG, LLC, and 15 Wealth, LLC. Outside of advisory roles, he has experience in the food service industry and education. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients with investment advisory services, financial planning, and employer planning. The firm employs a multi-disciplinary investment process and offers discretionary portfolio management tailored to client goals, with a distinctive ownership and affiliation structure that includes sponsoring a wrap fee program and providing employer-level financial planning services.

Donald Kolb is a financial advisor with Inspirion Wealth Advisors, LLC, holding a Series 65 designation. He joined the firm in 2024 and has prior work experience at Baxter Healthcare International and Medline Industries. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap comprehensive portfolio management accounts and offers standalone financial planning and employer retirement plan advisory services, utilizing a mix of fundamental and technical analysis alongside both long- and short-term trading strategies.

Noel Cooper is a CFP® with 27 years of industry experience, currently serving at Walled Lake Planning & Wealth Management, LLC since 2018. Prior to this, he worked for RBC Capital Markets Corporation for 10 years. He is a member of the boards of the Highland Park Community Nursery School & Day Care Center and The Art Center Highland Park, where he contributes to fundraising and community outreach efforts. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for around 360 clients. The firm provides comprehensive wealth management services, including financial planning and portfolio management tailored to individual goals and risk tolerance, utilizing a variety of investment vehicles and ongoing monitoring.

Matthew Liggett is a financial advisor with 15 Wealth Advisors LLC in Mundelein, IL, holding a Series 66 designation and two years of industry experience. His prior work includes a period as a self-employed advisor from 2009 to 2025 and one year at LPL Financial. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients, offering investment advisory, financial planning, and employer planning services. The firm provides discretionary portfolio management tailored to client goals using a multi-disciplinary investment process and has a distinctive ownership structure that includes WealthFusion, LLC and an affiliated insurance agency.

William Boggess is a financial advisor at Rodgers Brothers, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Rodgers Brothers since 2008. Rodgers Brothers provides discretionary, full-scale portfolio management to individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, corporations, and investment companies. The firm employs a value-oriented investment process that combines fundamental and technical research with sector and macro-economic analysis to construct portfolios tailored to client objectives and risk tolerance.

Christopher Engelman is a CFA® charterholder with 25 years of industry experience. He has been with Parkside Investments, LLC since 2019 and previously worked at Cedar Hill Associates, LLC for 11 years. He is a partner in Cedar Hill Partners Holdings I and II, limited partnerships focused on alternative investments. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, pension plans, and other clients. The firm uses a fundamental, long-term large-cap core equity approach combined with fixed income, ETFs, option-based strategies, and private investment allocations, managing over $1 billion in client assets with a small advisory team.

Blake Sciera is a financial advisor at Walled Lake Planning & Wealth Management, LLC with a Series 65 credential and two years of industry experience. Prior to joining the firm, he held roles at Saint Xavier University, Orland Physical Therapy, and Moraine Valley Community College. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for about 360 clients. The firm offers comprehensive wealth management services including financial planning and portfolio management for individuals, pension plans, trusts, and charitable organizations, utilizing a mix of investment strategies tailored to client goals and risk tolerance.

Reid Graham is a financial advisor at Inspirion Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Inspirion Wealth Advisors, he held roles at Wealth Distribution Strategies, the Wisconsin State Capitol, Dixon Ticonderoga Company, and Wisconsin Swim Academy. Inspirion Wealth Advisors manages approximately $1.39 billion for individuals, high-net-worth clients, and employer-sponsored retirement plans, offering comprehensive portfolio management and financial planning with a team of nine advisors.

Richard Young is a financial advisor at Inspirion Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Inspirion since 2012. Outside of advisory work, he conducts fixed insurance business through various insurance companies. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolio accounts using a mix of fundamental and technical analysis and offers tax and corporate planning services alongside its advisory and broker-dealer related offerings.

John Anderson is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. His career includes roles at LPL Financial, CUSO Financial Services, and Baxter Credit Union. 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 operates a substantial wrap fee program representing a significant portion of its assets under management.

Jeffrey Hughes is a financial advisor with 30 years of industry experience, currently serving at 15 Wealth Advisors LLC. He holds Series 63 and Series 65 licenses and has previously worked with firms including LPL Financial LLC, Royal Alliance Associates, and American General Financial Advisors. Hughes is involved in multiple business activities related to investment and advisory services. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients, offering investment advisory, financial planning, and employer planning services. The firm employs a multi-disciplinary investment process with discretionary portfolio management tailored to client goals and risk profiles, primarily utilizing ETFs, model allocations, and customized recommendations.

John Kearney is a CFA® charterholder with 14 years of industry experience. He has been with Parkside Investments, LLC since 2017 and previously worked at Cedar Hill Associates LLC for eight years. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, and various institutional clients. The firm emphasizes a fundamental, long-term large-cap core equity investment approach supplemented by fixed income, ETFs, option-based strategies, and private investments, managing over $1 billion in client assets with a small advisory team.

Haley Staniszewski is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL. She holds a Series 66 designation and has three years of industry experience, including roles at Osaic Wealth, Inc. and Augustus Labs, LLC. In addition to her advisory work, she provides notary public services to existing clients at Journey Financial Group. Journey Financial Group serves individual clients across a range of wealth levels as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing firm-developed model portfolios that cover a spectrum of risk profiles and incorporating both fundamental and technical analysis.

Patrick Lyman is a CFP® professional with six years of experience, currently affiliated with Sequoia Wealth Management, LLC and LPL Financial, LLC since 2020. Prior to this, he held various roles including positions at Walgreens and the University of Illinois at Urbana-Champaign. Outside of his advisory work, he serves as president of the BNI Referral Champions nonprofit and is a board member of the Chicago Illini Club nonprofit. He also tutors economics, math, and beginner finance courses online. Sequoia Wealth Management advises individuals, trusts, corporations, and employer retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines discretionary and non-discretionary portfolio management using a hybrid approach including quantitative optimization, technical analysis, and option strategies, serving clients through both wrap and non-wrap programs.

James Barnash is a CFP® with 31 years of experience in financial advising. He currently works at Invst, LLC and has held positions with multiple firms including Ns Capital, LLC, and Edelman Financial Services, LLC. He is also involved in tax accounting and insurance services outside of his advisory role. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual and institutional clients. The firm manages approximately $1.565 billion in assets, employs a team of 33 advisors, and utilizes a combination of fundamental, technical, and cyclical analyses to build diversified portfolios.

Teri Shaw is a financial advisor at Carter Financial Group, Inc. with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Carter Financial Group since 2021 and previously at Voya Financial Advisors. Outside of her advisory role, she serves as the Chief School Business Official for Mokena Public Schools, managing multiple departments including business operations and transportation. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios and combines quantitative analysis with third-party managers to implement and rebalance client strategies.

John Karras is a financial advisor at Eastgate Capital Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Eastgate, he held legal positions at several law firms including Gould & Ratner and DLA Piper LLP. He is also associated with Thana Holdings LLC. Eastgate Capital Advisors is a fee-only multi-family office serving individuals, affluent families, retirement accounts, trusts, and other legal entities. The firm manages approximately $271 million across 55 client relationships and offers comprehensive wealth management services, including investment management, financial planning, trust and estate planning, and investment-related tax planning.

Gene Hiser is a financial advisor with Sequoia Wealth Management, LLC in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Sequoia Wealth Management since 2018 and also maintains an affiliation with LPL Financial since 2012. Outside of his advisory role, Hiser serves on the executive committee of Chicago Baseball Cancer Charities and is a trustee for Friends of HE Parks, Hoffman Estates Park District Foundation. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans, offering asset management, financial planning, and retirement-plan consulting. The firm combines quantitative optimization, third-party research, and manager selection to tailor portfolios and provides access to LPL-sponsored programs including algorithm-based Guided Wealth Portfolios.