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.

James Barnash is a CFP® with 31 years of industry experience, currently serving at Invst, LLC since 2025. His prior roles include positions at Ns Capital, LLC and Edelman Financial Services, LLC among others. He is also involved in tax accounting and insurance services outside of his advisory role. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual and institutional clients, managing approximately $1.565 billion in assets. The firm employs a blend of fundamental, technical, and cyclical analysis to manage portfolios and supports its clients with ongoing monitoring, reporting tools, and third-party platforms.

Robert Green is a financial advisor at Regal Advisory Services, Inc. in Glenview, IL, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at Regal Advisory Services since 2007 and has been associated with Regal Securities and Investrade Discount Securities since 2000. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors, managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, employing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

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.

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.

Luis Marroquin is a financial advisor at Expressive Wealth LLC in Chicago, IL, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Empowered Network and Syd Jerome. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis, with portfolios that may include alternatives, options, and various trading strategies.

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.

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.

Randy Addie is a financial advisor with 25 years of industry experience, currently with 1834 Investment Advisors Co. He holds Series 65 and Series 63 licenses. His prior roles include positions at Old National Bank, LPL Financial LLC, Sentry Insurance, and Ameriprise Advisor Services. Randy also serves as Vice President at Old National Bank, a subsidiary of 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 customized portfolio strategies and asset allocation within a framework guided by written Investment Policy Statements.

Marshall Garrett is a CFP® with five years of industry experience, currently serving as an advisor at Zimmerman Wealth Management, LLC since 2013. He holds a Series 65 license and operates out of Evanston, IL. Zimmerman Wealth Management is an SEC-registered advisory firm offering discretionary investment management, comprehensive financial planning, and pension consulting to 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, with a focus on continuous portfolio supervision and written financial plans.

Steven Urban is a CFP® and Series 65 designated advisor with 29 years of industry experience. He is a principal at Urban Financial Advisory Corporation in Evanston, IL, where he has worked since 1990. Urban Financial Advisory Corporation serves mid- to high-net-worth individuals and related entities, offering comprehensive financial planning and portfolio management. The firm integrates accounting and legal services alongside its advisory work, and specializes in advising clients with complex employer-sponsored retirement and compensation plans.

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 20 years of industry experience. He is currently a financial advisor at Carmel Capital Partners, LLC and also owns Madison Partners, L.C., a business involved in research, publishing, and content creation. Since 2023, he has been teaching investing and portfolio management to graduate and undergraduate students at the University of Wisconsin-Milwaukee. Carmel Capital Partners provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients. The firm emphasizes fundamental valuation focused on free cash flow and capital preservation, and it sponsors and manages multiple private funds and special purpose vehicles.

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, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He has worked at TSFG, LLC since 2015 and has been associated with LPL Financial since 2004. TSFG, LLC provides discretionary investment management and financial planning to a range of clients, including individuals, high-net-worth clients, family members, trusts, and retirement plans. The firm employs fundamental analysis for security selection and offers tailored portfolio management with regular reviews, alongside operating a proprietary wrap-fee program and multiple DBA offices.

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.