Kenneth Green is a financial advisor with Uhlmann Investment Management, L.L.C. He holds the Series 63, Series 66, and Series 65 designations and has 36 years of industry experience. Kenneth has worked at Marc J. Lane & Company since 1995 and at Marc J. Lane Investment Management, Inc. since 2002. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, utilizing a fundamental analysis approach to match portfolios with clients’ objectives and risk tolerance through a mix of stocks, bonds, ETFs, mutual funds, and alternatives. The firm offers various managed-account solutions and employs third-party managers, supporting client-specific restrictions and exclusions.

Rebecca Raff is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at both Ausdal Financial Partners and Nadler Financial Group, Inc. since 2011. Raff serves as a financial planning relationship manager and is a shareholder at Nadler Financial Group. Nadler Financial Group is a team of 16 advisors managing over $2.18 billion for individuals, charitable organizations, business entities, and employer-sponsored retirement plans. The firm primarily offers discretionary investment management along with financial planning and retirement-plan consulting services, utilizing diversified mutual funds, ETFs, tactical asset allocation, and specialized strategies such as direct indexing.

Samuel Velblum is a financial advisor at Nadler Financial Group, Inc. with a Series 66 license and one year of industry experience. His prior work includes roles at Ausdal Financial Partners, the Israeli Fintech Center, Gold Ventures Investment, and various educational and community organizations. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a 15-advisor team, offering discretionary investment management and financial planning services. The firm serves individuals, charitable organizations, business entities, and employer-sponsored retirement plans, employing diversified portfolios with tactical asset allocation and specialized strategies such as direct indexing and interval funds.

Mark Saran is a financial advisor with North Shore Private Asset Management, LLC and holds a Series 66 designation. He has 12 years of industry experience with prior roles at Neuberger Berman LLC, Altegris Investments, JVM Securities, LLC, and Esbjorn, LLC. 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 combines fundamental, technical, and cyclical analysis to offer customized portfolio management and retirement plan advisory services, with a notable focus on state and municipal government relationships and operational support for plan administration.

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 63 and Series 65 licenses and has worked previously at Regal Securities and Loyola Marymount University. Regal Advisory Services, Inc. serves individuals, including high-net-worth clients, as well as retirement plans, trusts, foundations, and business entities by providing financial planning, portfolio management, and retirement plan advisory services. The firm uses a combination of fundamental and quantitative research, offering a variety of managed account structures through proprietary and correspondent platforms.

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® with 16 years of industry experience and is currently affiliated with Essex LLC. He previously worked for IRON Financial LLC for 15 years. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, pension, and charitable organizations. The firm employs a multi-member investment policy committee to construct and monitor portfolios using a combination of fundamental, technical, and sector analysis across various asset classes.

Andrew Adler is a financial advisor at Global Brokerage Services, Inc. in Barrington, IL, holding a Series 66 credential with 26 years of industry experience. He has been with Global Brokerage Services since 2000. Outside of advisory work, Adler is an independent insurance agent specializing in non-variable life insurance, annuities, and disability products, and he performs bookkeeping and accounting services on a limited basis. Global Brokerage Services serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account/UMA offerings. The firm operates with a six-advisor team and provides non-discretionary advice, utilizing a platform that combines third-party sub-managers and model portfolios with annual account reviews.

Philip Sloan is a CFP®, ChFC®, and PFS™ with nine years of industry experience. He is a senior wealth manager and shareholder at Nadler Financial Group, Inc., where he participates on the investment committee and provides comprehensive financial planning and portfolio management. Prior to joining Nadler Financial Group, he worked at Ernst & Young US LLP for nine years. Nadler Financial Group serves individuals, charitable organizations, business entities, and employer-sponsored retirement plans, managing over $2.18 billion through a team of 15 advisors. The firm employs tactical asset allocation strategies across diversified mutual funds, ETFs, and alternative investments, offering discretionary investment management alongside financial planning and retirement-plan consulting services.

Kristi Mertens is a CFP®-designated financial advisor with 22 years of industry experience. She is affiliated with BCU Wealth Advisors, LLC and has worked with LPL Financial and Baxter Credit Union during her career. 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 manages approximately $653.6 million in discretionary assets using a core-plus-satellite approach with third-party managers and model portfolios, including ESG options, serving around 870 clients with a team of 15 advisors.

Alan Cole is a CFA® and CIC-certified financial advisor with 26 years of industry experience. He has been with Parkside Investments, LLC since 2016 and previously worked at Cedar Hill Associates, LLC from 2008 to 2016. Cole is a partner in Cedar Hill Partners Holdings I and II, which are limited partnerships involved in alternative investments. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, endowments, pension plans, trusts, charitable organizations, and businesses. The firm employs a fundamental analysis-driven, long-term large-cap core equity investment approach, supplemented by fixed income, ETFs, option-based strategies, and private investments, and manages over $1 billion in client assets.

Jeffrey Feinendegen is a financial advisor at 15 Wealth Advisors LLC in Mundelein, IL, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TSFG, LLC and LPL Financial, LLC. Outside of his advisory role, he is an author of a general book on good rules of living and is involved in a lead generation business connecting homeowners with contractors. 15 Wealth Advisors is a registered investment adviser that provides discretionary portfolio management, financial planning, and employer-focused retirement plan consulting. The firm constructs customized portfolios based on clients’ goals and uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, typically recommending ETFs with occasional use of options strategies and third-party managers.

Katie Krase is a financial advisor with Nadler Financial Group, Inc. and Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been associated with Nadler Financial Group since 2005 and became a shareholder in 2021. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients, including individuals, charitable organizations, businesses, and retirement plans. The firm employs a tactical asset allocation approach with diversified mutual funds, ETFs, independent managers, and Schwab sub-advisory solutions, offering discretionary investment management alongside financial planning and retirement-plan consulting services.

Anthony Baldassano is a financial advisor with Sequoia Wealth Management, LLC, holding the PFS™ designation and Series 65 license, and has 12 years of industry experience. He has worked at Sequoia Wealth Management since 2019 and previously at Retirement Matters, Inc. and Wynstone Financial Services, Ltd. Additionally, he owns and manages Anthony & Associates, CPAs LLC, a certified public accounting firm providing tax, bookkeeping, and payroll services. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans, offering asset management, financial planning, and retirement-plan consulting. The firm utilizes a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios, serving both discretionary and non-discretionary clients.

Donald Mckiernan is a financial advisor with Landolt Securities, Inc. in Lake Bluff, IL, holding a Series 63 designation and over 41 years of industry experience. He has been with Landolt Securities since 2005. Outside of his advisory role, Mckiernan is the managing partner of Nekimi Equity Growth Fund I LLC, where he manages investments within a private equity fund. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages a significant portion of client assets in small-cap growth stocks and employs both short-term and long-term trading strategies tailored to client objectives.

Matthew Mc Kiernan is a financial advisor with Landolt Securities, Inc. in Lake Bluff, Illinois. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Landolt Securities in 2018, he worked in roles at Miami University and Aparium Hotel Group. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, and corporations. The firm’s investment process emphasizes fundamental analysis and manages a majority of client assets in small-cap growth stocks, using both short-term and long-term trading strategies tailored to client objectives.

Cary Kornick is a financial advisor at Journey Advisory Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Herr Investment Group LLC and Monere Investments, Inc. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with strategic asset allocation and uses a variety of analysis methods and instruments, managing approximately $1.47 billion in assets.