Jennifer Karch is a CFP® with 12 years of industry experience, currently serving at Carter Financial Group, Inc. She worked at Voya Financial Advisors from 2014 to 2019 before continuing her career at Carter Financial Group. Outside of her advisory role, she is involved in modeling under the name Jennifer Yune. 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 combined with quantitative and technical analysis to implement and rebalance client strategies.

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 and holds Series 65 and Series 63 licenses. He has 32 years of industry experience, including over two decades at LPL Financial and more than a decade with TSFG, LLC. Outside of his advisory work, he is involved with the National Slovak Society in a non-variable insurance capacity. TSFG, LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm employs fundamental analysis in security selection and offers tailored portfolio management with regular reviews, alongside retirement-plan advisory and participant services.

Kyle Bertsche is a financial advisor at Monere Wealth Management, Inc. He holds a Series 66 designation and has been in the industry since 2024. His prior experience includes roles at Carecraft Inc, Nexa Mortgage, and various academic positions. Monere Wealth Management, Inc. 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, offering financial planning, portfolio management, and pension consulting primarily through non-discretionary advisory accounts.

Thomas Parker is a financial advisor at Pendulum Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and is also a partner at Fates, Bodily, and Parker PLLC, a CPA firm in Itasca, Illinois. In addition to his advisory role, Parker is a licensed insurance agent involved in implementing insurance recommendations. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million across over 200 client relationships. The firm offers discretionary investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term, diversified investment approach.

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. He is currently with Indivisible Partners, where he has worked since 2026. Prior to that, he held multiple roles at UBS Financial Services from 2015 to 2026. Indivisible Partners provides investment advisory and financial planning services to a range of clients, including individuals, personal trusts, pension plans, charities, and businesses. The firm uses a strategic asset allocation framework and implements investment decisions through active, passive, or blended approaches, offering discretionary and non-discretionary portfolio management on an open-architecture platform.

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.

Steven Thomas is a financial advisor at SGL Financial, LLC with 28 years of industry experience. He has been with Wealth Financial Advisory Services, LLC since 2014. Steven holds a Series 63 designation. 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 emphasizes diversified asset allocation, long-term investment horizons, and offers portfolios implemented through sub-advisers and third-party managers.

Rebecca Raff is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Nadler Financial Group, Inc. She has worked at both Nadler Financial Group and Ausdal Financial Partners since 2011. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by providing discretionary investment management alongside financial planning and retirement plan consulting when requested. The firm employs tactical asset allocation across diversified vehicles and offers a multi-advisor scale with specialized programs for clients with smaller account sizes.

Samuel Velblum is a financial advisor at Nadler Financial Group, Inc. He holds a Series 66 designation and has been in the industry for two years. His prior experience includes roles at Ausdal Financial Partners, the Israeli Fintech Center, Gold Ventures Investment, and various positions within educational and community organizations. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a 15-advisor team, serving individuals, charitable organizations, businesses, and retirement plans. The firm emphasizes discretionary investment management and selective financial planning, utilizing diversified mutual funds, ETFs, independent managers, and Schwab sub-advisory solutions with a tactical asset allocation approach.

Mark Saran is a financial advisor at North Shore Private Asset Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at firms including Neuberger Berman LLC, Altegris Investments, JVM Securities, LLC, and Esbjorn, LLC. North Shore Private Asset Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual and institutional clients. The firm serves a diverse client base including high-net-worth families, trusts, charitable organizations, corporations, and pension and profit-sharing plans, employing a range of strategies from long-term equity holdings to options trading.

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.

Chad Codak is a financial advisor at BCU Wealth Advisors, LLC with three years of industry experience and holds a Series 65 designation. His prior work includes positions at Northwestern Mutual and Bass Pro Shops. Outside of advising, he maintains a role at Bass Pro Shops. 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, utilizing third-party managers and model portfolios, and manages approximately $653.6 million in discretionary assets through a team of 15 advisors.

George Carroll is a financial advisor at Regal Advisory Services, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Regal Securities and Loyola Marymount University, among other organizations. Regal Advisory Services serves individuals, retirement plans, trusts, foundations, and businesses by providing financial planning, portfolio management, and retirement plan advisory services. The firm employs a combination of fundamental and quantitative research to implement portfolios using proprietary offerings and third-party managers, often using non-discretionary advisory arrangements where clients retain final trading authority.

Matthew Pitzulo is a financial advisor at Greenline Wealth Management in Vernon Hills, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Greenline Wealth Management in 2023, he worked at Converge Medical Technology, Best Dedicated Solutions, and Slammers LLC. Greenline Wealth Management is a six-advisor SEC-registered firm that provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm has a notable retirement plan practice alongside its retail asset management and utilizes a third-party manager network on the Envestnet platform.

Kristen Mc Cullough is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at RMB Capital Management, LLC and Vennwell, LLC. Mowery & Schoenfeld Wealth Management serves individuals, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses quantitative tools and model portfolios tailored to clients’ risk tolerance and circumstances, managing approximately $389 million in assets across 161 client relationships.

Edward Connolly is a CFP® and holds a Series 65 license with 15 years of experience in the financial industry. He has worked at IRON Financial LLC since 2006. Connolly is part of Essex LLC, a team-based registered investment adviser located in Deer Park, IL. Essex manages approximately $563 million for around 600 clients, including individuals, high-net-worth clients, employer-sponsored retirement plans, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs model portfolios and uses fundamental, technical, and sector analysis to guide asset selection and rebalancing, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Jeffrey Pearce is a CFP® with 28 years of industry experience, currently serving at Vermillion Financial Advisors, Inc. since 1990. He holds the Series 63 designation and is based in South Barrington, Illinois. Vermillion Financial Advisors provides financial planning, investment advisory, and employer-sponsored retirement plan services to individuals, trusts, business entities, and pension/profit-sharing plans. The firm offers both model and customized portfolios along with structured service tiers, educational seminars, and a non-discretionary investment approach.