Phillip Guerrero is a CFP® professional with 28 years of industry experience. He is a financial advisor at PMG Wealth Management, where he has worked since 2017, and also maintains a longstanding affiliation with LPL Financial since 2007. Guerrero holds Series 63 and Series 66 licenses and serves as a trustee for the PMG Wealth Management 401(k) Plan. He is also a licensed Illinois notary public. PMG Wealth Management serves individuals, trusts, estates, and business owners with discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios using a combination of fundamental, technical, and charting analysis, and offers named strategies such as the “Advance & Protect” approach, blending in-house management with third-party referrals and fiduciary consulting.

Nicole Sullivan is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with Prism Planning Partners since 2018 and previously worked at Alera Investment Advisors, GCG Financial, Securian Financial Services, and Minnesota Life Insurance Company. Prism Planning Partners provides discretionary investment management along with financial planning and consulting services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing passive, asset-class exposure and using no-load mutual funds, ETFs, and model portfolios from Focus Partners Advisor Solutions.

Thomas Hines is a CFA® charterholder with 18 years of industry experience. He is currently with Thompson Capital Management, LLC, where he has worked since 2021. His prior experience includes positions at Lowery Asset Consulting, LLC and Good Harbor Financial. Thompson Capital Management provides discretionary investment management, financial planning, and pension consulting primarily to individual and high-net-worth clients. The firm employs model-driven strategies across equities, options, fixed income, and tactical overlays, utilizing tools such as derivatives and VIX-linked risk management to pursue its investment objectives.

Daniel Peters is a CFP® and holds a Series 66 license with 19 years of experience in the financial services industry. He has worked at firms including Securian Financial Services, Inc., Gcg Financial, Inc., and Alera Investment Advisors before joining Prism Planning Partners in 2018. Daniel is based in Libertyville, IL and is part of a four-advisor team at Prism. Prism Planning Partners provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a passive investment approach grounded in Modern Portfolio Theory, utilizing no-load mutual funds, ETFs, and DFA funds, with a structured planning process and ongoing portfolio monitoring.

Amy Barrett is a CFP® and CFA® with 18 years of experience in financial advising. She has been with Barrett Wealth Connection LLC since 2012. Outside of her advisory role, she volunteers as a pro-bono investment manager for Congregation Am Echod and serves on the board of the Illinois and Dressage Combined Training Association. Barrett Wealth Connection LLC provides wealth management, financial planning, and retirement-plan advisory services to individual clients, including high-net-worth households, as well as pension plans, foundations, and not-for-profit organizations. The firm emphasizes written Investment Policy Statements and a discretionary, buy-and-hold investment approach, and offers educational seminars at no charge as part of its client and participant outreach.

Kevin Mccloskey is a CFA® charterholder and an investment advisor at SCV Capital LLC with six years of industry experience. He has worked at SCV Capital since 2021 and previously spent 13 years at PPM America Inc. SCV Capital LLC provides discretionary and non-discretionary investment management primarily to pooled investment vehicles and institutional clients such as banks, pension funds, and nonprofit organizations. The firm focuses on fundamental analysis for public equities and thorough reviews of private securities, emphasizing long-term strategies while allowing for shorter-term adjustments based on client needs.

Brett Leahy is a financial advisor at Echelons Capital, LLC with two years of industry experience. He previously worked at Phase Line Capital, LLC and Goldman Sachs & Co. LLC. Outside of finance, he is the founder and COO of American Heartland Corporation dba Wild Hickory, an e-commerce retail apparel business. Echelons Capital, LLC manages discretionary portfolios for a small client base that includes high net worth individuals, trusts, and charitable organizations. The firm employs model portfolios and third-party managers with a focus on systematic long/short equity strategies and offers a range of investment options including alternatives and structured products.

James Rudwall is a financial advisor at Rudwall Wealth Management LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with his current firm since 2016, following a brief tenure at Insight Securities, Inc. Rudwall is a member of Kappa Beta Phi, a fraternal society for financial professionals. Rudwall Wealth Management LLC serves a small client base including individuals, trusts, and charitable organizations by providing investment advisory, portfolio management, and wealth management services. The firm emphasizes tailored portfolios based on fundamental analysis and long-term investment strategies, utilizing equities, fixed income, mutual funds, ETFs, and third-party managers.

George Maroudas is a CFP® professional with seven years of experience in financial advising. He is currently with PMG Wealth Management and has also worked with LPL Financial. His background includes roles at John Cabot University and Michigan State University. PMG Wealth Management serves individuals, trusts, estates, and business owners with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and charting analysis to manage customized portfolios and offers strategies such as the “Advance & Protect” approach, blending in-house management with outside managers to address diverse client needs.

Daniel Dame is a financial advisor at PMG Wealth Management with 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. He has worked at PMG Wealth Management since 2016 and has been associated with LPL Financial since 2009. Outside of his advisory role, he acts as a broker for various non-variable insurance products through Dame Financial Services. PMG Wealth Management serves individuals, trusts, estates, and business owners with discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios using a combination of fundamental, technical, and charting analysis, often blending in-house management with outside managers to address client-specific needs.

Barbara Bridgman is a financial advisor at Succession Financial, Inc. with a Series 65 credential and three years of industry experience. Her prior work includes roles at WealthStar Advisors, LLC, Mueller Financial Services, Inc., and operating her own advisory practice. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary investment management, comprehensive financial planning, retirement plan consulting, and tax preparation services. The firm utilizes a combination of fundamental analysis and modern portfolio theory with both passive and active strategies.

Victoria Dorgan is a CFP® and CFA® with 21 years of industry experience. She has been with Barrett Wealth Connection LLC since 2017 and has prior experience working with firms such as Raymond James Financial Services and Keating Financial Advisory Services. Outside of her advisory role, she is active as a professional speaker on general financial education topics and volunteers with organizations including the Women's Literacy Society, the Women's Board of the Ravinia Festival Association, and Rotary Chicago Financial District. Barrett Wealth Connection LLC serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, foundations, and not-for-profit organizations. The firm offers wealth management, ongoing financial planning, and retirement-plan advisory services, with an investment approach centered on discretionary, buy-and-hold strategies guided by fundamental analysis and diversification.

Jeffrey Moran is a CFA® charterholder and an advisor at SCV Capital LLC with five years of experience at the firm and 22 years in the industry, including 17 years at PPM America. He is based in Tower Lakes, Illinois. SCV Capital LLC provides discretionary and non-discretionary investment management primarily to pooled investment vehicles and institutional clients such as banks, pension funds, and nonprofit organizations. The firm employs fundamental analysis for public equities and detailed reviews for private securities, focusing on long-term strategies while allowing for shorter-term adjustments as needed.

Steven Briggs is a financial advisor at Briggs Financial Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at Waddell & Reed and Wizards of the Coast prior to founding his own practice. Briggs Financial serves individual and high-net-worth clients by providing discretionary investment management, ongoing financial planning, and in-house tax preparation. The firm manages approximately $52 million in assets and focuses on fundamental analysis with a long-term investment approach.

Joshua Da More is a financial advisor with Strive Financial Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Wellington Wealth Strategies LLC, TrustWealth Strategies, MML Investors Services, Mass Mutual Life Insurance Company, and Assurance Technologies, Inc. He is also licensed as an insurance agent and engages in fixed insurance sales. Strive Financial Group, LLC is a registered investment adviser serving individual and high-net-worth clients, as well as qualified retirement plans, with discretionary asset management, financial planning, and ERISA retirement-plan services. The firm employs both quantitative and qualitative analysis across a range of strategies, including long-term allocations, trading, options, and alternative investments, with regular portfolio monitoring and rebalancing.

Scott Comeau is a financial advisor at BCU Wealth Advisors, LLC in Vernon Hills, IL, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at BCU Wealth Advisors since 2018. In addition to his advisory role, he serves as an independent basketball official with the IAABO Board 130. BCU Wealth Advisors 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, using third-party managers and model portfolios alongside customized strategies, and operates a substantial wrap fee program primarily custodied at LPL Financial.

Peter Kolb is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has worked at Inspirion Wealth Advisors, LLC since 2021 and previously held a position at AbbVie Inc from 2017 to 2021. Inspirion Wealth Advisors manages approximately $1.39 billion for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing both fundamental and technical analysis as part of its investment approach.

Myron Hazen is a CFP® professional with 24 years of industry experience. He has worked at Inspirion Wealth Advisors, LLC since 2012 and was previously with Purshe Kaplan Sterling Investments for eight years. Hazen serves as a board member of 1PLUS Charity, which supports disabled veterans, and holds a leadership position as assistant warden at St. Lawrence Episcopal Church in Libertyville, IL. Inspirion Wealth Advisors is a team of nine advisors managing approximately $1.24 billion in assets. The firm provides comprehensive wealth management, financial planning, and retirement plan consulting for individual and high-net-worth clients, utilizing a combination of fundamental and technical analysis along with various trading strategies.

Richard Kolb is a CFP® professional with 28 years of experience in the financial services industry. He has been with Inspirion Wealth Advisors, LLC since 2012. Outside of his advisory role, he serves as treasurer on the board of the Michael Matters Organization, a nonprofit based in Chicago. 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 portfolios and offers a blend of fundamental and technical analysis, incorporating both long- and short-term trading strategies.

Michael Cattapan is a financial advisor with Abundo Wealth in Vernon Hills, IL. He holds a Series 65 credential and has one year of industry experience. Prior to joining Abundo Wealth, he worked at Abbvie for 13 years. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients, focusing on cash flow, retirement, employee benefits, estate planning, tax planning, and multi-generational issues. The firm emphasizes passive, low-cost index fund investments and offers advisory services on a subscription basis without requiring asset minimums or exercising discretionary trading authority.