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.

Philip Sloan is a CFP®, ChFC®, and PFS™ credentialed advisor with eight years of industry experience. He is currently a senior wealth manager and shareholder at Nadler Financial Group, Inc., where he has worked since 2017. Prior to joining Nadler, he spent nine years at Ernst & Young US LLP. Nadler Financial Group serves individuals, charitable organizations, businesses, and retirement plans, providing discretionary investment management and targeted financial planning services. The firm employs tactical asset allocation across diversified vehicles and offers specialized programs for clients with smaller account sizes, supported by a multi-advisor team managing approximately $1.9 billion in assets.

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.

James Varner is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Financial Solutions Advisory Group in Chicago, where he has been since 2025. Prior to this, he spent seven years at HighTower Advisors LLC and over two decades at Leonetti & Associates, Inc. Financial Solutions Advisory Group serves individuals, corporations, pension and profit-sharing plans, and trusts through continuous investment advisory and portfolio management services. The firm employs a diversified investment approach combining fundamental, technical, quantitative, and qualitative analysis, and is notable for its pension plan consulting and quarterly newsletter publication.

Katie Krase is a financial advisor at Nadler Financial Group, Inc. with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Ausdal Financial Partners, Inc. since 2010 and Nadler Financial since 2005, where she is also a shareholder. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by providing discretionary investment management and, upon request, financial planning and retirement plan consulting. The firm employs tactical asset allocation across diversified vehicles and offers specialized programs for smaller accounts within a multi-advisor structure managing approximately $1.9 billion in assets.

Jeffrey Witz is a CFP® professional with nine years of experience at MEDIQUS Asset Advisors, Inc., where he has worked since 2011. He is based in Chicago, IL, and coordinates life and disability insurance sales for the firm’s clients. MEDIQUS Asset Advisors serves individuals, retirement plans, and medical groups with investment advisory, financial planning, and ERISA plan advisory services. The firm emphasizes long-term asset allocation and uses a combination of third-party research and platform algorithms to manage discretionary assets.

Thomas Grooms is a CFA® charterholder with seven years of industry experience. He has worked at Sierra Summit Advisors LLC since 2024 and previously held roles at Northern Trust and Premier Asset Management LLC. Sierra Summit Advisors primarily serves high-net-worth individuals and institutional clients, providing discretionary investment management, financial planning, and consulting services. The firm employs a combination of fundamental, quantitative, and technical analysis across various strategies and routinely uses third-party managers under its oversight.

Megan Naydenova is a financial advisor at Romano Brothers and Company with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Romano Brothers and Company serves individuals, employee benefit plans, non-profits, trusts, estates, and corporate entities, offering discretionary portfolio management, financial planning, and brokerage services with a conservative, fundamentals-based investment approach.

William Lillwitz is a financial advisor at Uhlmann Investment Management, L.L.C. in Skokie, IL, holding CFP® and Series 63 credentials with 29 years of industry experience. His prior roles include positions at Uhlmann Price Securities, LLC, Avellino Financial Advisors, Inc., and Forest Securities, Inc. He also serves as a FINRA Arbitrator and operates Lillwitz Financial, LLC, a non-investment-related business. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management services to individuals, institutions, and trusts, emphasizing fundamental analysis and long-term asset allocation. The firm offers a range of managed account solutions combining stocks, bonds, ETFs, and alternatives, and operates as a subsidiary of Uhlmann Price Securities, L.L.C.

Michael Schremser is a financial advisor at TSFG, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at TSFG since 2018 and LPL Financial since 2012. 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, offers retirement-plan advisory services, and sponsors its own wrap-fee program, managing portfolios tailored to each client’s objectives.

Gabriel Lewit is a financial advisor at SGL Financial, LLC with 15 years of industry experience. He holds a Series 65 designation and co-founded Wealth Financial Group, an insurance wholesaler and brokerage organization that supports and trains insurance agents. Lewit is also a licensed insurance agent. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard, emphasizes diversified asset allocation with long-term horizons, and commonly implements portfolios through third-party managers.

Eric Bederman is a financial advisor at Romano Brothers and Company with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Romano Brothers since 2016. Outside of his advisory role, Mr. Bederman serves as a Trustee and Treasurer of the Wilmette Public Library District, a volunteer position. Romano Brothers and Company serves individuals, employee benefit plans, non-profits, trusts, estates, and corporate entities, offering discretionary portfolio management, financial planning, and brokerage services. The firm employs a generally conservative, long-term, fundamentals-based investment approach that includes active and passive strategies tailored to client needs.

Lee Catalano is a CFP® professional with 42 years of industry experience, currently serving at MEDIQUS Asset Advisors, Inc. since 1996 and also affiliated with Ausdal Financial Partners, Inc. since 2009. He holds Series 63 and Series 65 licenses and conducts insurance sales as a licensed agent, dedicating part of his time to this activity. MEDIQUS Asset Advisors provides investment advisory, financial planning, and ERISA plan advisory services primarily to individuals, retirement plans, and medical groups. The firm emphasizes long-term asset allocation with a disciplined rebalancing approach and utilizes technology platforms for portfolio management and client reporting.