Clemens Ciupke is a financial advisor at Roberts, Glore & Co. with 35 years of industry experience. He has held his current role since 1995 and previously worked at La Salle St. Securities, Inc. from 1989 to 2017. He holds Series 63 and Series 65 designations. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm offers portfolio management and financial planning, constructing customized portfolios that emphasize fundamental analysis of equities and fixed-income holdings, with modest use of alternative assets.

Sheldon Kaiz is a CFP® with 42 years of industry experience, currently with Mack Investment Securities, Inc., where he has worked since 1988. He holds a Series 63 license and is based in Northfield, IL. Mack Investment Securities serves individual investors, retirement and pension plans, and institutional accounts, offering portfolio management, financial planning, and market timing services. The firm employs a manager-of-managers approach through its Money Managers Plus program, utilizing both internal and third-party subadvisors and incorporating tactical and timing strategies.

Zachary Walters is a CFP® and Series 66 licensed advisor with 20 years of industry experience. He has worked at Walled Lake Planning & Wealth Management, LLC since 2018 and previously spent 10 years at RBC Capital Markets Corporation. Walters holds an insurance license and provides servicing of insurance-related accounts in addition to his advisory work. Walled Lake Planning & Wealth Management offers wealth and portfolio management services to individuals, institutions, and charitable organizations. The firm combines discretionary and non-discretionary management with comprehensive financial planning, tailoring portfolios to client objectives using various analytical methods and delivering services through a wrap fee program.

Ari Nadler is a financial advisor with Nadler Financial Group, Inc. in Deerfield, IL, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Ausdal Financial Partners, PricewaterhouseCoopers, and Amplify Investments. 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 clients with smaller accounts, supported by a team of about 16 advisors managing approximately $1.9 billion in assets.

Michael Nagel is a Series 66 licensed advisor at TSFG, LLC with four years of industry experience. Before joining TSFG, he worked at LPL Financial LLC and held roles in the hospitality industry, including positions at Giordano's, Summer House, and Lettuce Entertain You. TSFG, LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, family members, trusts, and retirement plans. The firm uses fundamental analysis for security selection and tailors portfolios to clients’ objectives, offering formal reviews at least annually.

Mathew Manning is a financial advisor with Truvestments Capital LLC, holding a Series 66 designation and six years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Cetera, and Manning Silverman & Company over the course of his career. Manning is also a minority owner and partner of the CPA firm Manning Silverman & Company, which provides tax and accounting services. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary investment management alongside financial planning. The firm builds customized, primarily long-term portfolios that emphasize low-cost mutual funds and ETFs and manages a private Bitcoin fund through an affiliated general partner.

John Kelty is a CFP® professional with 37 years of experience at Mack Investment Securities, Inc., where he has worked since 1989. He holds a Series 63 license and is based in Northfield, IL. Outside of his advisory role, he is involved on an as-needed basis with a family-owned lawn care, paving, and snow removal business. Mack Investment Securities, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, and custodial accounts. The firm employs a manager-of-managers approach combining independent and affiliated sub-advisers with firm-run model strategies that include tactical shifts and use of ETFs, offering both commission and fee-based implementation.

Brett Dimas is a CFP® professional at Activ8 Family Office LLC with 18 years of industry experience. He previously worked at Raymond James & Associates and Octagon Financial Services, Inc. Dimas operates a separate accounting services business from his home. Activ8 Family Office serves primarily professional athletes and their related families and entities, providing a comprehensive client management program that includes financial planning, investment management, and tax services tailored to individual objectives.

Nathan Eads is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has been with Moller Financial Services since 2007 and is currently part of the team at Moller Wealth Partners in Northfield, IL. Moller Wealth Partners provides personal financial planning and investment management to individuals, families, and trusts, focusing on areas such as tax and estate planning, charitable giving, education funding, retirement planning, insurance risk review, and special needs planning. The firm operates as a fee-only registered investment adviser, using strategic asset allocation with low-cost mutual funds and ETFs, and manages most client assets on a discretionary basis.

Michael Niemczyk is a financial advisor with Capital Advisor Network, holding Series 63 and Series 66 designations and 26 years of industry experience. He has operated Michael Niemczyk Associates, Inc. since 2001 and is also involved with MLN Retirement Planning & Tax Planning, Inc. In addition to his advisory roles, Niemczyk participates as a member and educator with the nonprofit Society of Financial Awareness, providing financial education through community classes and workshops. Capital Advisor Network serves individual and high-net-worth investors, institutions, charitable organizations, trusts, and employer-sponsored retirement plans. The firm applies a tactical investment approach utilizing data analytics and algorithmic signals, offering both discretionary and non-discretionary management across various asset classes while accommodating client-specific restrictions.

William Gregg is a financial advisor at North Shore Private Asset Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with North Shore Private Asset Management since 2016. 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 manages approximately $572 million in assets and offers customized portfolio management using a combination of fundamental, technical, and cyclical analysis across various investment vehicles.

Zachary Zewiske is a CFP® with four years of industry experience, currently serving as a financial advisor at Nadler Financial Group, Inc. He previously worked at Charles Schwab & Co., Inc. and Principal Financial. Outside of his advisory role, he is also an independent insurance agent. Nadler Financial Group manages over $2.18 billion for individuals, charitable organizations, businesses, and retirement plans through a team of 16 advisors. The firm employs tactical asset allocation with diversified mutual funds, ETFs, independent managers, and Schwab sub-advisory solutions to serve clients across various investment objectives.

Jason Seurer is a financial advisor with Landolt Securities, Inc. in Lake Bluff, IL, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked with multiple entities including his own consulting and holding companies, and he coaches high school football. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities, managing $137.8 million in assets. The firm focuses on fundamental analysis and primarily manages client assets in small-cap growth stocks, using both short-term and long-term trading strategies tailored to client objectives.

Marilyn Bilyk is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Journey Financial Group since 1997 and previously worked at Royal Alliance Associates, Inc. for 26 years. In addition to her advisory role, she serves as a notary public, providing services to clients at no charge. Journey Financial Group serves individual clients across varying wealth levels, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning using firm-developed model portfolios that range from conservative to aggressive, incorporating both fundamental and technical analysis.

George Hemsley is a CFP® with 28 years of experience in the financial services industry. He has been with Hemsley Advisors, Ltd. since 1988 and continues to advise clients through this firm based in Barrington, IL. Hemsley Advisors, Ltd. provides asset management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm uses a fundamental analysis and long-term investment approach to develop individualized portfolios and offers both discretionary and non-discretionary management, with financial planning available as part of their services or as standalone engagements.

Eric O Brien is a CFP® professional with three years of industry experience, currently serving as an advisor at Nadler Financial Group, Inc. He has held roles at several firms including Ausdal Financial Partners, Focus Partners Wealth, Kovitz Investment Group Partners, Strategic Wealth Partners, BMO, Fifth Third Bank, and MB Financial Bank. 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 employs tactical asset allocation with diversified mutual funds, ETFs, and specialized strategies, offering discretionary investment management alongside financial planning and retirement consulting services upon request.

Michael Fishman is a financial advisor with Affiance Financial LLC in Deerfield, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Affiance Financial, he worked at Ernst & Young for six years. Affiance Financial serves individuals, employer-sponsored retirement plans, charitable organizations, and businesses, offering discretionary and non-discretionary investment management along with financial planning and retirement plan services. The firm employs a top-down macroeconomic and fundamental analysis approach, managing approximately $1.37 billion in assets with a range of model investment strategies and customized client solutions.

Gregory Foss is a financial advisor at Nadler Financial Group, Inc. in Deerfield, IL, holding a Series 66 designation with seven years of industry experience. Prior to joining Nadler Financial Group in 2018, he worked at Tandem HR, Inc. from 2012 to 2018. He is involved in educating client employees on the benefits of 401(k) plans. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, providing discretionary investment management along with financial planning and retirement plan consulting services. The firm employs tactical asset allocation across diversified vehicles and offers a focused investment program for smaller accounts, supported by a multi-advisor team managing approximately $1.9 billion in assets.

Patrick Graham is a financial advisor with 2 years of industry experience, currently affiliated with 15 Wealth Advisors LLC. He holds the Series 66 designation and has worked with firms including LPL Financial LLC and TSFG, LLC. His background includes roles outside of finance such as positions at the University of Iowa and in the restaurant industry. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients by providing investment advisory, financial planning, and employer planning services. The firm uses a multi-disciplinary investment process with discretionary portfolio management primarily focused on ETFs, model allocations, and customized recommendations.

Pei Liu is a financial advisor at E. A. Horwitz LLC with 14 years of industry experience and holds a Series 66 designation. Prior to joining E. A. Horwitz in 2017, Liu worked at Western International Securities, BFC Planning, Berthel, Fisher & Company Financial Services, and Morgan Stanley. E. A. Horwitz LLC is a team-based registered investment adviser with ten advisors managing approximately $273 million for several hundred individual clients. The firm offers portfolio management and financial planning services with a conservative, principal-preservation investment approach and individualized portfolios.