Spencer Bleecker is a financial advisor with Roberts, Glore & Co. in Deerfield, IL, holding a Series 65 designation and seven years of industry experience. He has been with Roberts, Glore & Co. since 2017 and previously worked at Lake Forest College. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pensions, and nonprofits, managing approximately $938 million in client assets. The firm offers customized portfolio management using fundamental analysis and regularly reviews investments, incorporating mutual funds and ETFs alongside mid- and large-cap equities and fixed-income holdings.

John Finley is a CFA® charterholder with 14 years of experience in the financial industry. He has been with Coyle Financial Counsel, LLC since 2015. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, providing discretionary and non-discretionary asset management as well as financial assessment, wealth advisory, project-based planning, and family legacy services. The firm combines tactical and strategic asset allocation with individualized portfolio construction, utilizing sub-managers and third-party software for security-level analysis.

Kimberly Stacy is an associate wealth manager at Nadler Financial Group, Inc. with experience at Gresham Partners, LLC and PriceWaterHouseCoopers. She holds the Series 66 designation and has been with Nadler Financial Group and Ausdal Financial Partners since 2024. Outside of her advisory role, she is a partner in a commercial real estate venture through Tsarpalas Family Partnership, LLC. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, offering discretionary investment management and financial planning services. The firm employs tactical asset allocation across diversified investment vehicles and operates a multi-advisor platform with approximately 16 advisors.

Ethan Hafner is a financial advisor at Indivisible Partners with 28 years of industry experience. He holds the Series 66 designation and worked at UBS Financial Services Inc. for 17 years prior to joining Indivisible Partners in 2026. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, pension and profit-sharing plans, charities, and businesses. The firm manages approximately $2.08 billion in assets using a strategic asset allocation framework and offers a range of active, passive, and blended investment approaches through its team-based, open-architecture platform.

Matthew Moulton is a CFP® professional with seven years of experience in financial advising. He is affiliated with Signature Financial Services, Ltd and has worked at First Heartland Capital Inc and Signature Advisors Group. His background includes a role as an Associate Financial Planner at Signature Advisors Group. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation driven approach grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of investment vehicles including mutual funds and ETFs.

John Budziak is a financial advisor at Mack Investment Securities, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mack Investment Securities and Cornerstone National Bank since 2010. In addition to his advisory role, he serves as Senior Vice President and Trust Officer at Cornerstone National Bank. Mack Investment Securities advises individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and other custodial accounts. The firm employs a manager-of-managers approach combined with firm-run model strategies that incorporate tactical shifts and the use of ETFs, offering both discretionary and non-discretionary portfolio management alongside financial planning and market-timing services.

Peter Karmin is a financial advisor at Fort Sheridan Advisors LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Western International Securities, Inc. for 11 years. Karmin serves on the Board of Trustees at Rhodes College. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients by providing discretionary asset management and pension consulting. The firm employs a long-term, value-oriented investment approach that integrates quantitative tools with qualitative judgment and routinely uses derivatives and options strategies in client portfolios.

Thomas Weil is a financial advisor with Fort Sheridan Advisors LLC in Highland Park, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Fort Sheridan Advisors since 2012 and Aurora Securities Inc. since 2024. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients with discretionary asset management and pension consulting. The firm employs a long-term, value-investor approach that integrates quantitative tools with qualitative judgment and is involved in private funds and institutional mandates across multiple asset classes.

Stephen Mack is a financial advisor at Mack Investment Securities, Inc. in Northfield, IL, holding the CFP® and Series 63 designations with 44 years of industry experience. He has been with Mack Investment Securities, Inc. since 1986. Outside of his advisory work, he serves on a regional FINRA committee and acts as a Coldwell Banker referral agent. Mack Investment Securities, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and other custodial accounts. The firm combines manager-of-managers programs with firm-run model strategies, offering discretionary and non-discretionary portfolio management alongside financial planning and pension consulting.

Howard Klieger is a financial advisor at Walled Lake Planning & Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets LLC and City National Bank. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for about 360 clients. The firm provides comprehensive financial planning and portfolio management services tailored to individual goals, using a mix of investment strategies and maintaining ongoing monitoring with annual reviews.

Robert Cook is the sole advisor at Dream Capital Advisors, LLC in Lincolnshire, IL, holding a Series 65 credential with 19 years of industry experience. He has been with Dream Capital Advisors since 2006. Dream Capital Advisors provides personalized, fee-based investment management primarily to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm focuses on customized equity and diversified portfolios emphasizing growth and quality of earnings, employing multiple analysis methods and third-party research to inform portfolio management.

Douglas Purcell is a financial advisor at Fort Sheridan Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Aurora Securities, Western International Securities, and Oppenheimer & Co. Inc. since 2011. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients with discretionary asset management and pension consulting. The firm employs a long-term, value-investor approach that integrates quantitative tools with qualitative judgment and actively uses derivatives and option strategies in client accounts.

Gergana Vasileva is an investment advisor representative at Journey Financial Group, Inc. with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Journey Financial Group since 2013. Additionally, she provides notary public services to clients at no charge. Journey Financial Group serves individual clients at various 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, using firm-developed model portfolios that range from conservative to aggressive risk profiles.

Louis Klieger is a CFP® and holds a Series 66 license, with 10 years of experience in the financial advisory industry. He has worked at Walled Lake Planning & Wealth Management, LLC since 2018 and previously held roles at City National Bank and RBC Capital Markets, LLC. Louis is based in Highland Park, IL. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for around 360 clients. The firm provides wealth management services to individuals and various entities, combining comprehensive financial planning with discretionary and non-discretionary portfolio management through a wrap fee program.

John Kostaken is a financial advisor at Truvestments Capital LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Truvestments Capital since 2019. Outside of his advisory role, Kostaken is an associate at Demongronomics, where he is involved in marketing and technology administration. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings.

Steven Alley is a financial advisor with Alley Company, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Alley Investment Management Company since 2022 and previously at Alley Company from 1998 to 2021. Alley Investment Management Company provides discretionary separate-account portfolio management for high-net-worth individuals, institutions, foundations, and family offices. The firm focuses on tax-conscious, long-term large-cap equity strategies with low turnover, incorporating ETFs, options, and margin as appropriate, and offers customized asset allocation and sub-advisory services.

Randolph Hardy is a CFP®, CFA®, and Series 63-licensed advisor at Factor Wealth Management with 21 years of industry experience. He has been with Factor Wealth Management Ltd. since 2009. The firm manages approximately $630 million for a diverse client base including individuals, high-net-worth clients, business entities, charitable organizations, and pension and profit-sharing plans. Factor Wealth Management employs a long-term, systematic investment approach focused on diversified, risk-based portfolios, offering discretionary and non-discretionary management alongside financial planning and pension consulting services.

Mark Soehn is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Financial Solutions Advisory Group in Chicago, IL since 2003. Financial Solutions Advisory Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, offering portfolio management, financial planning, consulting, and retirement plan education services. The firm uses a comprehensive data-gathering process to establish client-specific investment policies and employs a mix of fundamental, technical, quantitative, and qualitative analysis across long- and short-term strategies.

Stuart Loren is a financial advisor with Fort Sheridan Advisors LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Fort Sheridan Advisors since 2018 and previously held roles at Western International Securities, Inc. and Karmin Capital Management. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients with discretionary asset management and pension consulting. The firm employs a long-term, value-investor approach that combines quantitative tools with qualitative judgment and is involved in private investments and liquidation management for private funds.

Richert Hart is a CFP® professional with 19 years of industry experience. He is currently with 1834 Investment Advisors Co., where he has worked since 2026. His prior experience includes roles at Mission Square Retirement, Ausdal Financial Partners, Nadler Financial Group, Total Benefit Communications, and Capital One Sharebuilder. 1834 Investment Advisors provides investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies, offering both discretionary and non-discretionary management and access to alternative investments through third-party platforms.