Heather Wright is a CFP® professional with 22 years of experience, currently serving at BCU Wealth Advisors, LLC. She has been with BCU Wealth Advisors since 2017 and has prior experience at LPL Financial, CUSO Financial Services, Gem Financial Advisors, and Coldwell Banker. 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 operates a significant wrap fee program that covers transaction costs for participating accounts.

Edward Horwitz is the president of E. A. Horwitz LLC with 34 years of industry experience. He has worked at LaSalle St. Securities, LLC, Westerm International Securities, Inc., and has led his own firms, including Horwitz & Associates since 1991. Outside of his advisory roles, he serves as chair of Sigma Alpha Epsilon Investments, oversees scholarship awards as RMCC Scholarship Chair, and is treasurer on the board of The Lodge of Northbrook. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients. The firm employs a conservative, principal-preservation investment approach tailored to client needs and integrates tools such as options and fixed-income trading to manage risk and generate income.

Teresa Mitchell is a CFP® with 25 years of experience in financial advisory services. She is affiliated with Signature Financial Services, Ltd and has a background that includes a long-standing accounting practice under Teresa L. Henley CPA since 1996. Mitchell also maintains an accounting practice outside of her advisory work. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven and grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of mutual funds and ETFs, with a focus on periodic rebalancing rather than high-frequency trading.

Jingbo Pan is a financial advisor at Vestech Asset Management Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Coastal Investment Advisors and Axiom Capital Management. Outside of advising, he is president of J&Y CPA Consulting Company, P.C., an accounting and tax consulting business. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a mix of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both discretionary management and project-based planning.

John Gillespie is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He is currently a Senior Vice President at American Community Wealth Management, LLC, where he has worked since 2022. His prior experience includes roles at Triad Advisors, Alight Financial Advisors, LLC, and Alight Solutions, LLC. American Community Wealth Management provides investment advisory and financial planning services to individuals, business owners, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, group retirement plan consulting, and educational seminars, utilizing a combination of in-house portfolios and multiple third-party platforms.

Kevin Rochford is a financial advisor with Clearwater Capital Partners, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Bernstein, Satter Management, and Bessemer Investor Services, Inc. Clearwater Capital Partners offers family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base, including high-net-worth individuals and institutional clients such as sovereign wealth funds and government entities, employing a variety of investment strategies and maintaining several affiliated entities to provide integrated financial solutions.

Camilla Corso is a CFP® professional with 14 years of experience in financial advising. She has been with DigioVine Hnilo Jordan + Johnson, Ltd. since 2010. Corso is based in Bartlett, IL, and works as part of an eight-advisor team at DHJJ Financial Advisors. DHJJ Financial Advisors manages approximately $543.5 million and serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm integrates investment management with access to tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a variety of investment vehicles.

Kevin Carter is a CFP® professional with 39 years of industry experience, currently serving at Carter Financial Group, Inc. and Mutual Securities, Inc. since 2019. His prior experience includes five years at VOYA Financial Advisors. Outside of his advisory roles, he is an independent insurance agent focusing on life, health, and Medicare supplement insurance. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios and quantitative analysis combined with external platforms to manage client assets, offering both discretionary and non-discretionary management along with specialized services such as retirement plan participant account management and cash management solutions.

Arthur Frasca is a financial advisor with Regal Advisory Services, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Noble Capital Partners since 2007. Outside of his advisory work, he serves as a director of VIBE Credit Union and is involved in several Waterford Township community boards, including the Zoning Board of Appeals and Planning Commission. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm employs a blend of fundamental and quantitative research tailored to client goals, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan advisory services.

Casey Bloomer is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at LPL Financial, Baxter Credit Union, CUSO Financial Services, BMO Harris Bank, and Fifth Third Securities. He also provides administrative support to BCU Wealth Advisors, an independent registered investment advisory firm. BCU Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $653.6 million in discretionary assets. The firm employs a core-plus-satellite investment approach using third-party managers and model portfolios, including ESG and Target Allocation ETFs, and operates a substantial wrap fee program custodied at LPL Financial.

Justin Nolan is a financial advisor with Essex LLC in Deer Park, IL, holding Series 63 and Series 65 credentials and four years of industry experience. He has been with Essex LLC since 2016. Outside of his advisory role, he serves as a director for FPI Inc., a forging industry company based in Houston, Texas, and participates on the finance committee of Westmoreland Country Club in Wilmette, Illinois. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, pension, and charitable organizations. The firm employs a multi-member investment policy committee to construct model portfolios using fundamental, technical, and sector analysis across various asset classes, managing approximately $649 million for over 570 client accounts as of year-end 2025.

Carter King is a financial advisor with Clearwater Capital Partners, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Ascensus and Royal Valet Tulsa, as well as educational positions at Oral Roberts University and Westminster Christian School. Clearwater Capital Partners offers family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base, including individuals, high-net-worth clients, sovereign wealth funds, and governmental entities, employing a range of investment strategies and offering access to alternative investments and private placements.

Tina Barrile is a CFP® and CFA® with 19 years of industry experience. She is currently with The Dala Group, LLC and has previously worked at Northern Trust Co., BDF LLC / Corient, and Hemsley & Associates, Ltd. The Dala Group serves individual and high-net-worth clients through portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm combines fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using a range of investment vehicles tailored to client objectives and risk tolerance.

Erin Fogarty is a financial advisor at Wellment Financial in Elmhurst, IL, holding a Series 65 designation with seven years of industry experience. She has worked with FSR Wealth Management and FSR Insurance Planning, Ltd., where she is a licensed insurance agent. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions, focusing on retirement planning and tax strategies. The firm implements diversified model portfolios using various investment approaches and offers managed accounts through a third-party sub-advisor and wrap-fee platform.

Brian Szymczak is a financial advisor with Wellment Financial and holds a Series 65 designation. He has five years of industry experience and has worked at FSR Wealth Management, Ltd. and Portfolio Solutions Group. He is also associated with FSR Insurance Planning, Ltd. as a licensed insurance agent. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth individuals, and institutional clients. The firm focuses on retirement planning with an emphasis on tax strategies and uses diversified model portfolios managed through a third-party sub-advisor and wrap-fee platform.

Andrew Grider is a CFA® charterholder with 18 years of experience in the financial industry. He is affiliated with Leelyn Smith, LLC, where he has worked since 2011, and also has professional ties to LPL Financial and Leelyn Smith Tax, LLC. Outside of his advisory roles, he manages The Retirement Network Ltd., an independent investment advisory firm. Leelyn Smith, LLC provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs model-based and tailored portfolio allocations across various asset classes, using multiple third-party platforms and has a unique ownership connection to an accounting practice, allowing integrated service offerings.

Edward Scoby is a CFP® with 18 years of industry experience, currently serving at Sequoia Wealth Management, LLC since 2015. He also has a tenure with LPL Financial dating back to 2010. Outside of his advisory roles, he collaborates with One Resource Group to provide life insurance, long-term care insurance, and fixed annuities. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and retirement plans, offering asset management, financial planning, and retirement-plan consulting. The firm utilizes a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios, managing both discretionary and non-discretionary assets.

Martin Fogarty is a financial advisor at Total Clarity Wealth Management, Inc with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Capital Point Financial Group, Ltd. In addition to his advisory role, he is founder and attorney at The Heartland Law Firm, where he has practiced since 2000. He also works as an independent insurance agent. Total Clarity Wealth Management is a multi-advisor firm serving individuals, trusts, estates, charitable organizations, corporations, and 401(k) plan sponsors. The firm offers comprehensive financial planning and discretionary portfolio management across a variety of programs, using mutual funds, ETFs, equities, and third-party model portfolios.

Edwin Watson is a CFP® with 14 years of industry experience, currently serving as an advisor at BCU Wealth Advisors, LLC since 2012. He also holds the position of Associate Director of Wealth Management at Baxter Credit Union. Additionally, he is a licensed insurance agent with various unaffiliated carriers. 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 that incorporates third-party managers and customized strategies.

Melvin Lubelski is a financial advisor with SGL Financial, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Fifth Third Securities, Cetera, and Bank Financial. He is also a licensed insurance agent. 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 and emphasizes diversified asset allocation and long-term investment horizons, often implementing portfolios through third-party managers.