Ashley Armenta is a financial advisor at E. A. Horwitz LLC with 14 years of industry experience. She holds the Series 66 designation and previously worked at Western International Securities, Inc. for 10 years. Armenta has been with E. A. Horwitz LLC since 2013. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, employing a generally conservative, principal-preservation investment approach tailored to individual needs. The firm integrates options and fixed-income trading to manage risk and generate income while coordinating with other professionals and maintaining formal training and supervision for its advisors.

Robert Lyman Jr. is a financial advisor with Sequoia Wealth Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked at firms including LPL Financial, Associated Planners Investment Advisory Inc., Associated Securities Corp., and Signator Investors, Inc. Outside of his advisory work, he serves on the board of directors for Friends of Shalom for Uganda, a community and charitable organization. Sequoia Wealth Management advises individuals, trusts, corporations, and employer retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a combination of quantitative optimization, technical analysis, and option strategies, providing both discretionary and non-discretionary portfolio management along with access to third-party managers and LPL Financial-sponsored programs.

Lavonte Jones is a financial advisor at SGL Financial, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at J.P. Morgan Securities and Northwestern Mutual. SGL Financial, LLC serves financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans, providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm emphasizes broad diversification and long-term asset allocation, typically implementing portfolios through third-party money managers and sub-advisers.

John La Spisa is a CFP® at Vermillion Financial Advisors, Inc. with two years of industry experience. His background includes multiple roles at the University of Illinois Urbana-Champaign and Vermillion Financial Advisors. Vermillion Financial Advisors serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations, providing financial planning and investment advisory services. The firm emphasizes structured communications and education through a range of planning disciplines, model and customized portfolios, and participant education tied to plan assets.

Matthew Barbera is a financial advisor with Uhlmann Investment Management, L.L.C. He holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Prior to joining Uhlmann in 2026, he worked at Resources Investment Advisors, Royal Alliance Associates, and LPL Financial. Outside of his advisory role, he serves as Vice President of Retirement Plans at Veritas Retirement Consultants. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, using a fundamental analysis and long-term asset allocation approach. The firm offers a range of managed-account solutions and incorporates third-party managers and custodial model programs tailored to clients' objectives and risk tolerance.

Jeffrey Berman is a financial advisor at Trifecta Capital Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at BMO Harris Bank for eleven years. Trifecta Capital Advisors serves individuals, high-net-worth clients, families, business owners, trusts, and foundations with discretionary investment management and financial planning. The firm combines long-term strategic asset allocation with tactical adjustments based on proprietary capital-market assumptions and employs a mix of fundamental, technical, and cyclical analysis in portfolio construction.

Arthur Freedman is a Series 65-licensed advisor with Essex LLC, based in Deer Park, IL, and has 24 years of industry experience. He has worked at Essex LLC since 2000. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, and charitable organizations. The firm uses a multi-member investment policy committee to construct and monitor portfolios using fundamental, technical, and sector analysis across various asset classes.

John Graham is a financial advisor with 15 Wealth Advisors LLC in Mundelein, IL, holding a Series 66 credential and two years of industry experience. His prior work includes roles at LPL Financial, TSFG, LLC, and entrepreneurial experience with Pizzeria Deville. 15 Wealth Advisors is a registered investment adviser offering discretionary portfolio management, financial planning, and employer-focused retirement plan consulting. The firm builds customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, typically recommending ETFs and offering ongoing portfolio monitoring and reviews.

Donald Kolb is a financial advisor with Inspirion Wealth Advisors, LLC, holding a Series 65 designation. He joined the firm in 2024 and has prior work experience at Baxter Healthcare International and Medline Industries. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap comprehensive portfolio management accounts and offers standalone financial planning and employer retirement plan advisory services, utilizing a mix of fundamental and technical analysis alongside both long- and short-term trading strategies.

Bradley Walton is a CFP® and PFS™ with 37 years of experience in financial services. He has been affiliated with Signature Financial Services, Ltd. since 1988 and has held roles at related entities including Signature Advisors Group Ltd and Signature Brokerage Services, Ltd. Outside of his advisory work, he serves as an outside board member and treasurer for the Franklin News Foundation, a nonprofit national newswire service focused on taxpayer journalism. Signature Financial Services, Ltd. provides portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses model portfolios and third-party asset allocation strategies grounded in modern portfolio theory, applies cyclical and fundamental analysis, and offers services on both discretionary and non-discretionary bases.

Noel Cooper is a CFP® with 27 years of industry experience, currently serving at Walled Lake Planning & Wealth Management, LLC since 2018. Prior to this, he worked for RBC Capital Markets Corporation for 10 years. He is a member of the boards of the Highland Park Community Nursery School & Day Care Center and The Art Center Highland Park, where he contributes to fundraising and community outreach efforts. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for around 360 clients. The firm provides comprehensive wealth management services, including financial planning and portfolio management tailored to individual goals and risk tolerance, utilizing a variety of investment vehicles and ongoing monitoring.

Matthew Liggett is a financial advisor at 15 Wealth Advisors LLC with two years of industry experience. He holds a Series 66 designation and has previously been self-employed for sixteen years before joining LPL Financial and 15 Wealth Advisors LLC. 15 Wealth Advisors is a registered investment adviser that offers discretionary portfolio management, financial planning, and employer-focused retirement plan consulting. The firm constructs customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, typically recommending ETFs and providing ongoing portfolio monitoring.

William Boggess is a financial advisor at Rodgers Brothers, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Rodgers Brothers since 2008. Rodgers Brothers provides discretionary, full-scale portfolio management to individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, corporations, and investment companies. The firm employs a value-oriented investment process that combines fundamental and technical research with sector and macro-economic analysis to construct portfolios tailored to client objectives and risk tolerance.

Christopher Engelman is a CFA® charterholder with 25 years of industry experience. He has been with Parkside Investments, LLC since 2019 and previously worked at Cedar Hill Associates, LLC for 11 years. He is a partner in Cedar Hill Partners Holdings I and II, limited partnerships focused on alternative investments. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, pension plans, and other clients. The firm uses a fundamental, long-term large-cap core equity approach combined with fixed income, ETFs, option-based strategies, and private investment allocations, managing over $1 billion in client assets with a small advisory team.

Anthony Falco II is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with Monere Investments, Inc. since 2015. Outside of his advisory role, he serves as a church secretary and is president of the Parent Advisory Board for Schaumburg Christian School, both on a volunteer basis. Monere Wealth Management is a team-based firm managing approximately $312 million in client assets, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm offers financial planning, portfolio management, pension consulting, and uses a mix of discretionary and non-discretionary approaches, employing third-party managers and quantitative tools as part of its portfolio construction.

Trey Roach is a financial advisor at The Dala Group, LLC with a Series 65 designation and two years of industry experience. Prior to joining The Dala Group, he worked at Kapco Futures and has experience in education and the winery industry. The Dala Group, LLC offers portfolio management, comprehensive financial planning, and limited financial consulting to individuals—including high-net-worth clients—and business entities. The firm employs multi-disciplinary analysis and asset-allocation strategies to manage portfolios consisting of stocks, bonds, ETFs, and mutual funds, serving both discretionary and non-discretionary mandates.

Blake Sciera is a financial advisor at Walled Lake Planning & Wealth Management, LLC with a Series 65 credential and two years of industry experience. Prior to joining the firm, he held roles at Saint Xavier University, Orland Physical Therapy, and Moraine Valley Community College. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for about 360 clients. The firm offers comprehensive wealth management services including financial planning and portfolio management for individuals, pension plans, trusts, and charitable organizations, utilizing a mix of investment strategies tailored to client goals and risk tolerance.

Reid Graham is a financial advisor at Inspirion Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Inspirion Wealth Advisors, he held roles at Wealth Distribution Strategies, the Wisconsin State Capitol, Dixon Ticonderoga Company, and Wisconsin Swim Academy. Inspirion Wealth Advisors manages approximately $1.39 billion for individuals, high-net-worth clients, and employer-sponsored retirement plans, offering comprehensive portfolio management and financial planning with a team of nine advisors.

Richard Young is a financial advisor at Inspirion Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Inspirion since 2012. Outside of advisory work, he conducts fixed insurance business through various insurance companies. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolio accounts using a mix of fundamental and technical analysis and offers tax and corporate planning services alongside its advisory and broker-dealer related offerings.

Peyton Brousseau is a financial advisor at The Dala Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining The Dala Group, Peyton held positions at Calisi Financial and the City of Tempe, and completed a four-year tenure at Arizona State University. The Dala Group serves individual and high-net-worth clients with portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm employs a combination of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies across various investment vehicles.