Timothy Streid is a financial advisor with Macro Wealth Management, Inc. in Lake Forest, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been involved with Wealth Designs, Inc. since 2002 and holds leadership roles in several non-investment businesses, including serving as president and partial owner of companies in the crane service, insurance, hospitality, and manufacturing sectors. Macro Wealth Management serves individual and high-net-worth clients as well as certain retirement and profit-sharing plans by providing comprehensive financial planning and advisory services. The firm employs a client-specific planning process using L.E.A.P. software and implements investment strategies primarily through third-party money managers, supporting clients with periodic reviews and documented investment policy statements.

Patrick Sweeney is a Certified Financial Planner (CFP®) with 25 years of experience in the financial industry. He has been with Patrick M. Sweeney & Associates, Inc. since 2001. Patrick M. Sweeney & Associates provides personalized investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary accounts, integrates tax preparation into its advisory services, and employs a mix of fundamental and active investment strategies tailored to client objectives and risk tolerance.

Charles Lief is a financial advisor at Rudwall Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rudwall Wealth Management since 2016, following a one-year tenure at Insight Securities Inc. Rudwall Wealth Management LLC provides investment advisory and consulting services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a client-tailored, fundamentally oriented, long-term investment approach and manages discretionary portfolios across cash, equities, fixed income, mutual funds, and ETFs.

Roger Johnson is a financial advisor at Western Pacific Wealth Management, LP with 30 years of industry experience. He held a position at Summa Global Advisors, LLC for 12 years before joining his current firm in 2021. Johnson holds the Series 63 and Series 65 designations. Western Pacific Wealth Management provides discretionary investment management primarily to high-net-worth individuals, foundations, and donor-advised funds. The firm employs a long-term, equity-oriented approach focusing on global dividend strategies and uses outside managers selected through a formal research process.

Carol Buss is a financial advisor with Buss Capital Management, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She is also a licensed real estate broker in Illinois and receives referral fees for real estate business, dedicating minimal time to this activity annually. Prior to her current role, she has been unemployed since 2012. Buss Capital Management, LLC is a small advisory firm with two representatives managing approximately $29.6 million for about 45 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, businesses, and not-for-profit organizations, using a client-centered approach that combines fundamental and technical analysis with a core buy-and-hold strategy supplemented by tactical positions.

Daniel Winslow is a financial advisor at Winslow Financial LLC with 20 years of industry experience. He holds a Series 65 designation and is also a Certified Public Accountant, providing tax preparation services on a project basis for some clients. Winslow is licensed as an insurance agent in Florida and Illinois and may offer certain fixed insurance products. Winslow Financial LLC serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management and financial planning. The firm’s approach emphasizes asset allocation and diversification consistent with Modern Portfolio Theory, managing accounts on a non-discretionary basis with a focus on low trading frequency and client-directed decisions.

Douglas Damrow is a financial advisor at Trust Investment Advisors Wealth Management, LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co. Inc. for 14 years before joining his current firm in 2024. Trust Investment Advisors Wealth Management, LLC provides comprehensive investment advisory and consulting services to individuals, families, business owners, and charitable organizations. The firm typically manages client accounts on a non-discretionary basis, combining fundamental, technical, and qualitative analysis to develop tailored asset allocation and risk strategies.

Hal Marcus is a financial advisor at Buss Capital Management, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at Citigroup and Citigroup Global Markets since 2007. Buss Capital Management, LLC is a small advisory firm serving individuals, businesses, and not-for-profit organizations. The firm provides portfolio management, financial planning, and consulting services, using a client-centered approach that combines fundamental and technical analysis tailored to each client’s goals and risk tolerance.

Daniel Walsh is a financial advisor at Tree City Investments, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Triad Advisors, Inc. and TransAmerica. Outside of his advisory role, he is president of several local businesses including a bakery, a restaurant, and a food distribution company. Tree City Investments is a two-advisor firm offering ongoing asset and portfolio management services to individual and high-net-worth clients as well as qualified plans. The firm employs a multi-disciplinary investment process incorporating fundamental, technical, and cyclical analysis, and utilizes strategies ranging from long-term holdings to active trading and option writing, with a focus on primarily non-discretionary asset management.

Mart Mcclellan is a financial advisor at Macro Wealth Management, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with Macro Wealth Management since 2007. In addition to his advisory role, Mcclellan is an orthodontist and owns McClellan Orthodontics, where he works approximately 125 hours per month. Macro Wealth Management serves individual and high-net-worth clients as well as certain retirement and profit-sharing plans, focusing on comprehensive financial planning and asset allocation. The firm typically implements investment strategies by directing clients to third-party money managers and supports clients through periodic reviews and documented investment policy statements.

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.

Randolph Herzfeld is a financial advisor at Winslow Financial LLC with 17 years of industry experience. He holds a Series 65 designation and is the principal and founder of ActualWise Consulting LLC, an actuarial consulting firm. His prior experience includes roles at PRM Consulting Group, Centene, and Optum. Winslow Financial LLC advises individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, providing investment management and financial planning services. The firm employs a Modern Portfolio Theory approach with a focus on asset allocation and diversification, managing accounts on a non-discretionary basis for approximately 170 clients.

Darrel Rolls is a financial advisor at North Shore Capital Group Investment Advisors, Inc with four years of industry experience. He holds a Series 65 designation and has been with North Shore Capital Group since 2017. Outside of advisory work, he is the managing member of TabulaRasa Integrative Health Inc., a mental therapy practice. North Shore Capital Group Investment Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm constructs diversified portfolios using a range of investment vehicles and employs fundamental, technical, and cyclical analysis with a long-term orientation, tailoring strategies to each client’s goals and risk tolerance.

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.

Terry Backmann is a financial advisor at Jordan Financial Life Planning in Kenosha, WI, holding the ChFC® designation and Series 66 license, with 17 years of industry experience. He has been with Jordan Financial Life Planning since 2008 and previously worked at Words That Work from 1997 to 2018. Jordan Financial Life Planning provides financial life-planning and investment-advisory services primarily to individuals, as well as trusts, estates, small businesses, and charitable organizations. The firm uses a comprehensive planning process aligned with CFP Board standards and employs active, individualized discretionary investment strategies with regular portfolio reviews.

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.

Ana Mc Kinley is a financial advisor at Jordan Financial Life Planning with four years of industry experience. She holds the Series 66 designation and has previously worked at Independent Wealth Management LLC, Park Avenue Securities, Guardian Life Insurance Company, and Thrivent Financial. Outside of advisory work, she operates McKinley Tax Consulting, LLC. Jordan Financial Life Planning serves primarily individual clients along with trusts, estates, small businesses, and charitable organizations. The firm offers financial life-planning and investment-advisory services through various engagement models and employs active, individualized discretionary investment strategies with regular portfolio reviews.

Carol Digman is a financial advisor with Tree City Investments, Inc. and holds Series 63 and Series 65 licenses. She has 40 years of industry experience and has worked with firms including Triad Advisors, Inc. and Top Flight Advisory Services. Outside of her advisory work, she owns several small businesses, including a restaurant and a food product company. Tree City Investments provides continuous asset management through an institutional platform, serving individual clients and qualified retirement plans. The firm customizes portfolios based on client interviews and financial data, using a range of analytical techniques and typically managing accounts on a nondiscretionary basis.

William Andersen is a CFA® charterholder with 20 years of industry experience. He is currently with Western Pacific Wealth Management, LP and has previously worked at Ranger International Management, LP and Andersen Capital Management, LLC. Andersen has also been a private investor since 2003. Western Pacific Wealth Management, LP provides discretionary investment management primarily to high-net-worth individuals, foundations, and donor-advised funds. The firm follows a long-term, equity-oriented investment philosophy with a focus on a global dividend strategy and utilizes outside managers selected through a formal research process.

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.