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.

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.

Janice Hennessy is a CFP® with 11 years of industry experience, currently serving as a financial advisor at ShankerValleau Wealth Advisors, Inc. since 2014. She also dedicates part of her time to accounting work at ShankerValleau Accountants, Inc., assisting with tax preparation. ShankerValleau Wealth Advisors is a six-advisor team managing approximately $550 million for a diverse client base, including individuals, pension plans, and corporations. The firm emphasizes diversified, low-cost, research-driven portfolio management, primarily implemented through a wrap-fee program and ongoing financial planning.

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.

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.

Keith Schoenfeld is a Series 65-registered advisor with Mowery & Schoenfeld Wealth Management, LLC, where he has worked since 1999, accumulating 27 years of industry experience. He is also a member of Mowery & Schoenfeld, LLC, a CPA firm in Lincolnshire, IL, and holds life and health insurance licenses. 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 tailors investment advice to clients’ goals and risk tolerance, utilizing model portfolios, institutional mutual funds, ETFs, fixed income, and pooled vehicles, and may recommend third-party money managers.

Rahul Shirahatti is a financial advisor at SGL Financial, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Coyle Financial Counsel, LLC and The Boeing Company. SGL Financial, LLC is a fee-based investment adviser serving financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm focuses on broad diversification and long-term asset allocation through third-party money managers and a sub-advisory relationship with Savant Capital, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

William Hart is a CFA® charterholder with 15 years of industry experience and a Series 65 license. He is part of Hartline Investment Corporation, a team-based firm where he has worked since 1990. Hartline Investment Corporation manages discretionary and non-discretionary portfolios for individual clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, utilizing various strategies including options and derivative techniques, and manages approximately $851 million across a small advisory team.

Sherwin Korey is a financial advisor at Capital Resource Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SGC Securities LP since 2007. Korey has been with Capital Resource Management since 1991, where he serves as president and is involved in managing research portfolios, client meetings, due diligence, and business development. Capital Resource Management, Inc. offers customized portfolio management and consulting services to a range of clients including individuals, retirement plans, corporations, and nonprofits. The firm focuses on asset allocation, expected returns, risk management, and works with independent third-party managers, maintaining a non-discretionary management structure and providing regular performance monitoring and client reviews.

Eric Miller is a CFP® with three years of industry experience, currently affiliated with Nadler Financial Group, Inc. He has held positions at several firms, including Ausdal Financial Partners, LPL Financial, Compass Financial Strategies, and Waddell & Reed. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by offering discretionary investment management and financial planning services. The firm employs tactical asset allocation across diversified vehicles and operates a specialized program for smaller accounts, supported by a multi-advisor team managing approximately $1.9 billion in assets.

Dean Hedeker is a financial advisor with Hedeker Wealth LLC in Lincolnshire, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He is also the sole owner of Hedeker Law, Ltd., an estate planning law firm. Hedeker has been with Hedeker Wealth LLC since 2015, including its current iteration since 2021. Hedeker Wealth LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other entities. The firm manages approximately $470 million in assets and employs an investment approach that incorporates technical, fundamental, and cyclical analysis, as well as tax-oriented alternative investments tailored to client objectives and risk tolerance.

Linda Grizely is a CFP® professional with four years of industry experience, currently serving as an advisor at Nectarine. Her background includes roles at firms such as Fidelity Investments, Sageview Advisory Group, and Cetera Advisor Networks. She is also involved in public speaking and writing through her business, Linda Grizely Ventures, LLC, and is the managing member of Mindset & Money, LLC, which focuses on mindset coaching. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives selected via the firm’s website. The firm emphasizes long-term asset allocation using low-cost, index-based funds and delivers advice on a fee-for-service basis without managing client portfolios or monitoring accounts after recommendations.

Dominic Demicco is a financial advisor at SGL Financial, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at MassMutual Life Insurance Co, Thrivent Financial, and Guaranteed Rate. He is also a licensed insurance agent and offers various insurance products when appropriate. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm emphasizes diversified asset allocation, long-term time horizons, and integrates portfolio management with tax coordination through affiliations with specialized sub-advisers and tax advisory services.

Lisa Zarkin is a CFP® professional with 34 years of industry experience. She is currently with Sequoia Wealth Management, LLC, where she has worked since 2017, and has previous experience at LPL Financial and PlanSmart Financial Services. Outside of financial advising, she is an author and self-publishes her own book. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans, providing asset management, financial planning, and retirement-plan consulting. The firm offers access to third-party money managers and model portfolios, using a combination of quantitative optimization and third-party research to tailor portfolios to clients’ goals.