James Hagen is a financial advisor at BCU Wealth Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Thrivent Financial. Outside of advising, he is a licensed real estate agent with Keller Williams Momentum and provides foster care services. BCU Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with portfolio management, financial planning, and investment consultation. The firm employs a core-plus-satellite investment approach using third-party managers and model portfolios, and operates a significant wrap fee program.

Justin Stender is a financial advisor at Alley Company with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Morningstar Investment Services, Inc. for 24 years before joining Alley Company. 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 tax-conscious, long-term large-cap equity strategies combined with customized asset-allocation programs, utilizing ETFs, options, and margin where appropriate.

Michael Mack is a CFP® professional with 17 years of industry experience. He is a member of Mack Investment Securities, Inc., where he has worked since 2020. Prior to this, he held roles at JP Morgan Securities, LLC and JP Morgan Chase Bank from 2016 to 2019. Outside of his financial advisory work, he owns Midwest EMF Solutions LLC, a company that assesses homes for environmental health issues. Mack Investment Securities serves individual investors, retirement and pension plans, and institutional accounts, offering portfolio management, financial planning, and pension consulting. The firm’s investment approach emphasizes a manager-of-managers model through its Money Managers Plus program, utilizing both discretionary and non-discretionary advisory services with various tactical and timing strategies.

Daniel Nagel is a financial advisor with TSFG, LLC in Lake Forest, Illinois, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with TSFG, LLC since 2015 and has a concurrent affiliation with LPL Financial dating back to 2004. Outside of advisory services, he has engaged in offering non-variable insurance products including disability and universal life insurance. TSFG, LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs fundamental analysis in security selection, tailoring portfolios to client objectives, and offers additional services such as retirement-plan advisory and review of clients’ outside assets.

James Borello is the principal of James T. Borello & Co. and holds a Series 63 designation with 41 years of industry experience. He has been with James T. Borello & Co. since 1985. James T. Borello & Co. provides investment advisory and financial planning services to individuals, high-net-worth clients, family offices, small businesses, trusts, and other entities. The firm integrates discretionary investment management and financial planning under ongoing advisory relationships and employs asset allocation models supported by quantitative and qualitative analysis, third-party research, and periodic reviews of various securities.

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.

Richard Kolb III is a CFP® certificant with eight years of industry experience, currently serving at Inspirion Wealth Advisors, LLC since 2018. Prior to this, he worked at Baxter International Inc. from 2016 to 2018. He is on the board of directors for Michael Matters Org., a non-investment-related organization. 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 ongoing retirement plan consulting using both fundamental and technical analysis, including strategies such as option writing and margin borrowing.

Donald Morley is a financial advisor at Capital Cities Investments with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining Capital Cities Investments in 2017. Capital Cities Investments serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, offering portfolio management and financial planning services. The firm emphasizes diversified portfolios with a mix of active and passive management, tailored to clients' risk tolerance and financial needs, and utilizes tools such as Callan’s UMA platform and Schwab’s automated programs.

Kevin Silverman is a CFA® charterholder with 19 years of experience in the financial industry. He is currently a member of the team at Carmel Capital Partners, LLC and also serves as owner of Madison Partners, L.C., a business involved in research, publishing, and content creation. In addition to his advisory roles, Silverman teaches investing and portfolio management at the University of Wisconsin-Milwaukee. Carmel Capital Partners provides investment management and advisory services to individual and institutional clients, including high-net-worth investors and pension plans. The firm emphasizes fundamental valuation focused on free cash flow and capital preservation, utilizing customized portfolios, model portfolios, and allocations to mutual funds and ETFs, and it serves as a private fund sponsor and manager for multiple investment vehicles.

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.

Michael Gibbons is a financial advisor with TSFG, LLC who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with TSFG, LLC (doing business as Gibbons Financial Group) since 2015 and has worked at LPL Financial since 2004. Outside of his advisory roles, he is involved with the National Slovak Society in a capacity related to non-variable insurance. TSFG, LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients, as well as trusts, retirement plans, and other entities. The firm employs fundamental analysis and tailors portfolios to client objectives, offering periodic reviews and managing its own wrap-fee program.

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.

Andrew Cardillo is a CFP® with 10 years of industry experience and is currently a financial advisor at Indivisible Partners. He has previously worked at UBS Financial Services for a total of 10 years across multiple periods. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm employs a strategic asset allocation framework and offers a range of investment approaches, including active, passive, and blended strategies, with access to private alternatives and credit solutions.

Cynthia Schulze is a financial advisor at Nadler Financial Group, Inc. with four years of industry experience. She holds the Series 66 designation and has previously worked at Ausdal Financial Partners, Inc., FSB & W, LLC, Johnson, Goldberg & Brown, LTD, and Kessler Orlean Silver & Co. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by offering discretionary investment management and financial planning services tailored to client objectives. The firm employs tactical asset allocation across diversified vehicles and operates a program for smaller accounts within its multi-advisor platform.

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.

Rebecca Raff is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at both Ausdal Financial Partners and Nadler Financial Group, Inc. since 2011. Raff serves as a financial planning relationship manager and is a shareholder at Nadler Financial Group. Nadler Financial Group is a team of 16 advisors managing over $2.18 billion for individuals, charitable organizations, business entities, and employer-sponsored retirement plans. The firm primarily offers discretionary investment management along with financial planning and retirement-plan consulting services, utilizing diversified mutual funds, ETFs, tactical asset allocation, and specialized strategies such as direct indexing.

Samuel Velblum is a financial advisor at Nadler Financial Group, Inc. with a Series 66 license and one year of industry experience. His prior work includes roles at Ausdal Financial Partners, the Israeli Fintech Center, Gold Ventures Investment, and various educational and community organizations. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a 15-advisor team, offering discretionary investment management and financial planning services. The firm serves individuals, charitable organizations, business entities, and employer-sponsored retirement plans, employing diversified portfolios with tactical asset allocation and specialized strategies such as direct indexing and interval funds.

Mark Saran is a financial advisor with North Shore Private Asset Management, LLC and holds a Series 66 designation. He has 12 years of industry experience with prior roles at Neuberger Berman LLC, Altegris Investments, JVM Securities, LLC, and Esbjorn, LLC. North Shore Private Asset Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and institutional clients such as pension and profit-sharing plans. The firm combines fundamental, technical, and cyclical analysis to offer customized portfolio management and retirement plan advisory services, with a notable focus on state and municipal government relationships and operational support for plan administration.

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.