Beau Toth is a financial advisor at Legacy Capital Wealth Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at Sextant Securities, Merchant Investment Management, LPL Financial, AXA Distributors, and Neuberger Berman. Outside of his advisory role, he is the manager and owner of Precise Access LLC, a non-investment business. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, charitable foundations, and retirement plans. The firm provides holistic financial planning and discretionary and non-discretionary investment management with a focus on fundamental analysis and long-term orientation.

Ryan Robinson is an advisor at XXI Wealth, LLC in Chicago, IL. He has no prior industry experience but has worked in roles at the University of Southern California, Arizona State University Foundation, and University of Michigan from 2016 to the present. XXI Wealth serves individual and high-net-worth clients with comprehensive financial planning, consulting, and wealth management services. The firm constructs customized portfolios using equities, fixed income, index funds, ETFs, direct indexing, and alternative investments, and it employs active oversight of third-party money managers.

Steven Fletcher is a financial advisor at 1834 Investment Advisors Co. in Chicago, IL, holding a Series 65 designation and two years of industry experience. He has worked at several firms, including Old National Bank and Raymond James Financial Services. Fletcher serves as a Retirement Plan Services Advisor for both 1834 Investment Advisors and Old National Bank, which are both owned by Old National Bancorp. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies across multiple asset classes, with a primary focus on discretionary management, and operates as a wholly owned subsidiary of Old National Bancorp.

Ethan Rowe is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, IL. He holds Series 63 and Series 65 designations and has two years of industry experience. His prior roles include positions at Northwestern Mutual and Summit Global Investments. Monere Wealth Management 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 through a variety of portfolio management and financial planning services, using both discretionary and non-discretionary approaches.

Nano Younger is a CFP® with 24 years of industry experience and has been with Arthur M. Cohen & Associates LLC since 1999. He holds a CPA designation and provides tax preparation services outside of his advisory work. Arthur M. Cohen & Associates, LLC offers investment advisory and financial planning services to a range of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm customizes strategies based on client time horizons and risk tolerance and manages over $1.1 billion in discretionary assets, with a focus on fundamental analysis and ongoing manager due diligence.

Andrew Hooley is a CFP® and CFA® with 11 years of experience in financial advisory roles. He is currently with Mowery & Schoenfeld Wealth Management, LLC, having joined in 2025. His prior experience includes positions at Badgley Phelps, Apella Wealth, Vestory LLC, and Charles Schwab. Mowery & Schoenfeld Wealth Management offers discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, and plan sponsors. The firm uses customized investment strategies that include model portfolios, mutual funds, ETFs, fixed income, and alternatives, and may incorporate third-party money managers and advanced strategies such as options and cryptocurrency advisory.

Robert Bretl is a financial advisor at Wellment Financial with 13 years of industry experience and holds a Series 65 credential. He has worked at FSR Wealth Management since 2017 and is also involved with FSR Certified Public Accountants, Ltd., where he performs tax return preparation. Wellment Financial provides investment management, financial planning, and manager selection services to individuals, high-net-worth clients, and institutions, focusing on retirement planning and tax strategies through diversified, customizable portfolios managed with the support of a third-party sub-advisor.

Ryan June is a financial advisor at Coyle with a Series 65 designation and three years of industry experience. He has been with Coyle Financial Counsel, LLC since 2016. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, providing discretionary and non-discretionary asset management along with financial assessment, wealth advisory, project-based planning, and family legacy services. The firm combines tactical and strategic asset allocation with individualized portfolio construction, using sub-managers and third-party software for security-level analysis, and supplements traditional advisory work with subscription-based educational content and family coordination services.

Steven Milstein is a financial advisor at Mack Investment Securities, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mack Investment Securities since 1995. Outside of his advisory role, he serves as president of The Milstein Co., a business involved in the sale of egg products and life and health insurance. Mack Investment Securities advises individuals, pension and profit-sharing plans, corporations, and other custodial accounts through discretionary and non-discretionary portfolio management, model strategy management, financial planning, and pension consulting. The firm uses a manager-of-managers approach combined with firm-run model strategies that include tactical shifts and use of ETFs, integrating advisory, broker-dealer, and insurance activities within its services.

Matthew Mc Wherter is a financial advisor with Pendulum Wealth Partners, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. He serves as president of The Robert Michael Wood Foundation, a nonprofit supporting families of children affected by pediatric stroke and NICU. Pendulum Wealth Partners provides discretionary investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, diversified investment approach and operates alongside an affiliated tax and accounting firm, offering integrated services under common control.

Jon Knotts is a financial advisor at Expressive Wealth LLC in Chicago, with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Zacks Investment Research and Benzinga.com. He is also the owner of Fiscal Investor, a financial literacy website. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans by offering discretionary asset management, ERISA 3(38) plan services, and modular financial planning. The firm employs fundamental, technical, and cyclical analysis to tailor investments to clients’ goals and risk tolerances and maintains active oversight of sub-advisors and portfolio risk.

Daniel Roseth is a financial advisor at CS Planning Corp with three years of industry experience. He holds a Series 65 credential and has worked in wealth management and accounting since 2015, including roles at 83 Rd St. Wealth Management and his own accounting firm, H.D. Roseth & Associates, Ltd. Outside of financial advising, he is an accountant at H.D. Roseth & Associates, Ltd. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base. The firm employs a multi-advisor model and constructs broadly diversified, systematically managed portfolios tailored to clients’ risk tolerances and goals.

Susan Oleari is a financial advisor at Trifecta Capital Advisors, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at BMO Private Bank for six years. Susan serves on the boards of the Joffrey Ballet, Recipe for Change, and the Evan Joseph Gerstein Foundation, holding treasurer roles at the latter two. Trifecta Capital Advisors provides discretionary investment management and financial planning services to individuals, families, business owners, trusts, and foundations. The firm manages over $700 million with a focus on long-term strategic asset allocation combined with tactical adjustments using proprietary capital-market assumptions.

Alison Brandt is a financial advisor at Pendulum Wealth Partners with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, LLC. Pendulum Wealth Partners is a team of nine advisors providing discretionary investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, primarily long-term investment approach with diversified portfolios and operates under common control with an affiliated tax and accounting firm.

Cole Toennies is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Mowery & Schoenfeld, he worked at Googins Advisors and Oxford Global Resources. He also has experience related to recreation and wellbeing from the University of Wisconsin-Madison. Mowery & Schoenfeld Wealth Management offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm customizes investment advice according to clients’ goals and risk tolerance, using a range of investment vehicles including firm-developed model portfolios, institutional mutual funds, ETFs, fixed income, and cryptocurrency advisory without discretionary authority.

David Andrews is a CFP® professional with 27 years of industry experience. He is currently with Sequoia Wealth Management, LLC, where he has worked since 2015, and also maintains a role at LPL Financial. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans with services including asset management, financial planning, and retirement-plan consulting. The firm combines quantitative optimization, third-party research, and manager selection to tailor portfolios and offers both discretionary management and third-party strategist models.

John Long is a financial advisor at Total Clarity Wealth Management, Inc with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capital Point Financial Group, Ltd. and LPL Financial, LLC. Outside of his advisory work, Long serves as a referee and coach for youth and high school football and basketball. 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, financial planning, and specialized advisory services, utilizing a range of investment strategies including mutual funds, ETFs, stocks, bonds, and alternatives.

Brian Mcdonaugh is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Royal Alliance Associates Inc. and Osaic Wealth, Inc. Mcdonaugh also provides notary public services to clients at no charge. Journey Financial Group serves individual investors, retirement plans, charitable organizations, and corporate clients by offering discretionary portfolio management, financial planning, asset-allocation advice, and retirement plan consulting. The firm uses written plans and reporting to document goals and recommendations and employs both fundamental and technical analysis in managing client portfolios.

Julia Khazan is a CFP® professional with four years of industry experience, currently serving at MEDIQUS Asset Advisors, Inc., where she has been with the firm since 2007. She is based in Chicago, IL, and is part of a five-advisor team. MEDIQUS Asset Advisors serves individuals, including many physicians and medical groups, as well as retirement plans and not-for-profit medical organizations. The firm provides investment advisory, financial planning, and educational services, using a long-term asset allocation strategy managed via the Betterment for Advisors platform.

Patricia Musachio is a financial advisor at Walsh & Associates, LLC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial (Dba Kinnare & Associates Financial Consultants) since 2003. She joined Walsh & Associates in 2025 as part of an eight-advisor team. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis and employs strategies that emphasize asset allocation along with fundamental, quantitative, and qualitative security analysis.