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.

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.

Kevin Prendergast is a financial advisor with Leelyn Smith, LLC, holding the CFP® and CFA® designations and over 17 years of industry experience. He previously worked at LPL Financial, ValMark Securities, and Executive Financial Group. Prendergast also works as a ghost writer for Wentworth Financial Communications. Leelyn Smith, LLC provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts, offering financial planning and standalone consulting. The firm manages assets through a combination of mutual funds, ETFs, individual equities, fixed income, and allocations to separately managed accounts or private investment funds, utilizing both model-based and individualized strategies.

Anthony Baxmann is a financial advisor at Monere Wealth Management, Inc. in Schaumburg, Illinois, holding a Series 66 designation with three years of industry experience. He has been associated with Monere Investments Inc. since 2000. Monere Wealth Management is a team-based advisory firm managing approximately $312 million in assets, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm provides financial planning, portfolio management, pension consulting, and manager selection through various advisory account types, primarily on a non-discretionary basis.

Ryan Lafler is a Wealth Advisor at USAdvisors Wealth Management, LLC with credentials including the Series 66 designation. He has been in the financial advisory industry since 2025. Prior to entering the advisory field, he worked for nearly a decade in retail at The Golf Warehouse/Baseball Savings and was involved with Champro Sports. Outside of his advisory role, he provides business consulting focused on operations, leadership training, and profitability optimization through Advocate Consulting LLC. USAdvisors Wealth Management, LLC is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering advisor-directed portfolio management, model-portfolio strategies, financial planning, and business succession and estate planning services. USAdvisors combines asset-allocation model portfolios with fundamental security selection and both long- and short-term strategies, sourcing solutions from multiple institutional providers.

Stephen Francis is a financial advisor at Wellment Financial in Elmhurst, IL, holding a Series 65 credential with four years of industry experience. His prior work includes roles at FSR Wealth Strategies, JM Wilson Corporation, Progressive, and Avalon Risk Management. He is also a licensed insurance agent affiliated with FSR Insurance Planning, Ltd. Wellment Financial provides investment management and financial planning services to individuals, high-net-worth clients, and institutional investors. The firm focuses on retirement planning with tax strategies and implements diversified model portfolios using various investment approaches, including value investing and direct indexing.

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.

Gabriella Kent is a financial advisor at Rothschild Wealth LLC with seven years of industry experience. She holds a Series 65 designation and has been with Rothschild Wealth since 2017. Prior to that, she was a student for ten years. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients by providing portfolio management, financial planning, and retirement and investment consulting. The firm employs asset-allocation models informed by tax, estate, cash-flow, and risk considerations, using a range of investment vehicles and ongoing portfolio monitoring.

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.

Peter Vick is a financial advisor at Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Monere Investments Inc. since 2015. Monere Wealth Management is a team-based advisory firm managing approximately $312 million in client assets, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm provides financial planning, portfolio management, and pension consulting through advisory accounts on the Pershing platform, with a focus on predominantly non-discretionary management and offering various client-directed advisory options.

Christina Castrejon is a CFP® with 21 years of industry experience. She has worked at SAGE Private Wealth Group, LLC since 2023 and previously spent 18 years with Calamos Wealth Management LLC and Calamos Financial Services LLC. SAGE Private Wealth Group is an SEC-registered advisory firm that serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm provides wealth management and discretionary portfolio management with a client-specific process that includes tailored asset allocation, ongoing portfolio monitoring, and use of various investment vehicles alongside family office support and fiduciary services.

Andrew Napoli is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Goldstone Financial Group, LLC and previously worked at Fidelity Investments, Fidelity Brokerage Services LLC, and Northern Trust Company. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across roughly 1,675 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, implementing strategies that include mutual funds, ETFs, fixed income, and select alternative investments.

Mark Stephens is a CFP® and Series 66-registered advisor at Pendulum Wealth Partners with five years of industry experience. Prior to joining Pendulum, he worked at Ameriprise Financial Services, LLC. Outside of advisory work, he is the owner of Bomark Cleaning Service Inc., a janitorial business. Pendulum Wealth Partners is a team of nine advisors serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and family office services. The firm employs a fundamental, primarily long-term investment approach using diversified portfolios and operates under common control with an affiliated tax and accounting firm.

Jeffrey Thrana is a CFP® with 26 years of industry experience, currently serving as an advisor at Pendulum Wealth Partners. His prior experience includes roles at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and Wells Fargo Funds Management. Outside of his advisory work, he is involved in real estate rental activities. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, diversified investment approach and offers discretionary portfolio management, financial planning, and family office services.

Justin Reppy is a financial advisor at Goldstone Financial Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Goldstone Financial Group since 2015, including a prior role at TCM Securities, Inc. He is also a licensed insurance agent offering life and fixed annuity sales. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm employs a documented investment process using fundamental, technical, and quantitative methods, offering portfolio management, written investment policy statements, and a variety of account options including wrap-fee programs with sub-advised model portfolios.

Bryan Stiger is a CFP® professional with 18 years of experience in the financial industry. He is currently affiliated with Wellment Financial as part of an 11-advisor team. Bryan's prior experience includes roles at Betterment LLC and TIAA-CREF. He is also a licensed insurance agent involved in insurance planning and implementation through FSR Insurance Planning, Ltd. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions. The firm focuses on retirement planning and tax strategies, offering diversified model portfolios and utilizing a sub-advisor platform with distinctive operational features including affiliations with accounting and insurance firms.

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.

Mark Berg is a CFP® and holds a Series 65 license with 25 years of experience in financial advising. He has been with Timothy Financial Counsel, Inc. since 2000. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm focuses on project-based advice in areas such as retirement planning, tax strategies, and risk management, operating on a time-based billing model without custody of client funds or discretionary authority.

Xavier Brown is a financial advisor at Chicago Investment Advisory Council, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining his current firm, he worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. He was also a full-time student athlete in 2017-2018. Chicago Investment Advisory Council, Inc. serves retail and high-net-worth clients through ongoing portfolio management, financial planning, and educational workshops. The firm employs proprietary model portfolios with discretionary trading authority and supports a high client-to-advisor ratio using a standardized service approach.