Felicia Omalley is a financial advisor at Eastgate Capital Advisors LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. prior to joining Eastgate in 2016. Eastgate Capital Advisors serves affluent individuals, families, retirement accounts, trusts, and other legal entities with multi-family office and comprehensive wealth management services. The firm offers customized portfolios using modern portfolio theory and a range of investment vehicles, providing both discretionary and non-discretionary advisory services tailored to client preferences.

Timothy Olmstead is a financial advisor with Signature Financial Services, Ltd in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been affiliated with multiple related entities within the Signature group since 2000, including First Heartland Capital, Inc. and Signature Brokerage Services Inc. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven and grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of investment vehicles including mutual funds and ETFs.

Patrick Mc Gough is a CFA® charterholder with 10 years of industry experience and has been with Geometric Wealth Advisors, LLC since 2016. He holds a Series 65 license and works from Arlington Heights, IL. Geometric Wealth Advisors serves individuals, families, and trusts, including high-net-worth clients, offering personalized wealth management that integrates discretionary investment management with comprehensive financial planning, tax, and estate planning support. The firm employs a long-term, broadly diversified investment approach primarily using “passive but not-indexed” mutual funds and ETFs, and it generally recommends independent sub-advisers such as Dimensional Fund Advisors for certain mandates.

Kyle Munson is a financial advisor at Romano Brothers and Company with six years of industry experience. He holds the Series 66 designation and has worked at firms including Charles Schwab, TD Ameritrade, and Merrill. Romano Brothers and Company serves individuals, employee benefit plans, non-profits, trusts, estates, and corporate entities, offering discretionary portfolio management, financial planning, and brokerage services. The firm employs a generally conservative, long-term, fundamentals-based investment approach with both active and passive strategies.

Michael Moffat is a financial advisor at West Wealth Group, LLC with a Series 65 designation and one year of industry experience. He has also been affiliated with National Agents Alliance since 2018. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets and employs a networked operating model that coordinates advisory services through affiliated practices while offering portfolio management using a blend of fundamental, technical, and cyclical analysis.

Kevin Scullion is a financial advisor at Aberdeen Wealth Management LLC with seven years of industry experience. He has been associated with the firm since 2000. In addition to his advisory role, Scullion maintains a legal practice focused on tax law. Aberdeen Wealth Management LLC provides fee-only investment management and comprehensive financial planning to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $699 million in client assets using a strategic asset allocation approach with global diversification and offers flexible engagement formats.

Sara Hostalet is a financial advisor at Zimmerman Wealth Management, LLC with five years of industry experience. She holds the CFP®, CFA®, and Series 65 designations. Prior to joining Zimmerman Wealth Management in 2021, she worked at Ariel Investments, LLC and Faipointe Capital LLC. Zimmerman Wealth Management is an SEC-registered advisory firm serving individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation strategy using mutual funds, ETFs, and closed-end funds, managing client accounts on a discretionary basis with ongoing monitoring and regular reporting.

Melissa Dailey is a financial advisor with Clearwater Capital Partners, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Her prior work includes roles at Northwestern Mutual Wealth Management Company, Lincoln Financial, and individual advisors Andrew Watters and Scott Penning. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base, including individuals, high-net-worth clients, and various institutional clients, using a combination of asset-allocation, fundamental, technical, quantitative, and thematic investment strategies.

Rik Duryea is a CFA® charterholder with 14 years of industry experience. He is currently with Alley Company, where he has worked since 2005, including its affiliate Alley Investment Management Company since 2022. The firm provides discretionary portfolio management primarily for high-net-worth individuals, institutions, foundations, and family offices. Alley Investment Management emphasizes a tax-conscious, long-term large-cap equity approach with low turnover, incorporating ETFs, options strategies, and customized asset allocation.

Scott Comeau is a financial advisor at BCU Wealth Advisors, LLC in Vernon Hills, IL, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at BCU Wealth Advisors since 2018. In addition to his advisory role, he serves as an independent basketball official with the IAABO Board 130. BCU Wealth Advisors 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 alongside customized strategies, and operates a substantial wrap fee program primarily custodied at LPL Financial.

Beau Toth is a financial advisor with Legacy Capital Wealth Partners, LLC and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, with prior roles at firms including Neuberger Berman LLC, AXA Distributors, LLC, and LPL Financial LLC. Outside of his advisory work, he is the manager and owner of Precise Access LLC, a non-investment-related business. Legacy Capital Wealth Partners serves individuals, families, trusts, businesses, and charitable organizations, offering holistic financial planning along with discretionary and non-discretionary portfolio management. The firm employs a tailored, long-term investment approach using fundamental analysis and a range of investment vehicles, managing over $1.3 billion in assets across more than 590 client relationships.

Peter Kolb is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has worked at Inspirion Wealth Advisors, LLC since 2021 and previously held a position at AbbVie Inc from 2017 to 2021. Inspirion Wealth Advisors manages approximately $1.39 billion for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing both fundamental and technical analysis as part of its investment approach.

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 23 years of industry experience, currently serving at Arthur M. Cohen & Associates LLC since 1999. He also operates a tax preparation business. Arthur M. Cohen & Associates provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering discretionary portfolio management and financial planning. The firm customizes investment strategies based on clients’ time horizons and risk tolerance, utilizing fundamental analysis, third-party research, and additional due diligence before recommending complex investments.

Andrew Hooley is a CFP® and CFA® with 11 years of industry experience. He is currently an advisor at Mowery & Schoenfeld Wealth Management, LLC and has held previous roles at Badgley Phelps, Apella Wealth, Vestory LLC, and Charles Schwab. Mowery & Schoenfeld Wealth Management provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm’s investment advice is tailored to each client’s goals and risk tolerance and includes model portfolios, institutional mutual fund share classes, ETFs, fixed income, and pooled vehicles.

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.

Myron Hazen is a CFP® professional with 24 years of industry experience. He has worked at Inspirion Wealth Advisors, LLC since 2012 and was previously with Purshe Kaplan Sterling Investments for eight years. Hazen serves as a board member of 1PLUS Charity, which supports disabled veterans, and holds a leadership position as assistant warden at St. Lawrence Episcopal Church in Libertyville, IL. Inspirion Wealth Advisors is a team of nine advisors managing approximately $1.24 billion in assets. The firm provides comprehensive wealth management, financial planning, and retirement plan consulting for individual and high-net-worth clients, utilizing a combination of fundamental and technical analysis along with various trading strategies.

Thomas Van Vuren is a CFA® charterholder with 11 years of experience in the financial industry. He has worked at Alley Company, LLC from 2014 to 2021 and currently serves at Alley Investment Management Company since 2022. Alley Investment Management Company provides discretionary separate-account portfolio management primarily for high-net-worth individuals, institutions, foundations, and family offices. The firm focuses on a tax-conscious, long-term large-cap equity approach with low turnover and uses ETFs, options, and margin as appropriate to meet client objectives.

David Melsheimer is a CFA® charterholder with 22 years of experience at North Shore Private Asset Management, LLC, where he has worked since 2004. He is also a principal of North Shore Private Tax Services, which offers tax preparation services alongside CPA John Gibbons. North Shore Private Asset Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual and institutional clients, including pension and employer-sponsored retirement plans. The firm employs a range of strategies and serves a diverse client base, managing approximately $475 million across fewer than 200 client relationships.