Ryan Vance is a CFA® charterholder with over 20 years of industry experience. He joined Pendulum Wealth Partners in 2025 after two decades at Northern Trust Investments, Inc. He is based in Itasca, IL. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, primarily long-term investment approach across diversified portfolios and offers discretionary investment management, financial planning, and family office services.

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.

Thomas Bono is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. He has been with Monere Investments, Inc. since 2015. Monere Wealth Management is a team-based advisory firm managing approximately $312 million in client assets. The firm serves individual and high-net-worth clients, pension plans, charities, and business accounts, offering financial planning, portfolio management, and pension consulting with a focus on both discretionary and non-discretionary management.

Katie Krase is a financial advisor with Nadler Financial Group, Inc. and Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been associated with Nadler Financial Group since 2005 and became a shareholder in 2021. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients, including individuals, charitable organizations, businesses, and retirement plans. The firm employs a tactical asset allocation approach with diversified mutual funds, ETFs, independent managers, and Schwab sub-advisory solutions, offering discretionary investment management alongside financial planning and retirement-plan consulting services.

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.

Anthony Baldassano is a financial advisor with Sequoia Wealth Management, LLC, holding the PFS™ designation and Series 65 license, and has 12 years of industry experience. He has worked at Sequoia Wealth Management since 2019 and previously at Retirement Matters, Inc. and Wynstone Financial Services, Ltd. Additionally, he owns and manages Anthony & Associates, CPAs LLC, a certified public accounting firm providing tax, bookkeeping, and payroll services. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer 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, serving both discretionary and non-discretionary clients.

David Hogaboom is a financial advisor with Total Clarity Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior roles include positions at LPL Financial, Capital Point Financial Group, and Guidant Wealth Advisors. Outside of advisory work, he is involved with Insightful Wealth Planning LLC, a non-investment-related business entity. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm offers discretionary portfolio management using a range of investment vehicles and employs both model portfolios and separately managed accounts, with a focus on tailored asset allocation and regular account monitoring.

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.

Valerie Hogan is a financial advisor at Clearwater Capital Partners with a Series 65 designation and one year of industry experience. She previously worked at National Christian Foundation and Orchard Ministry Development and spent a decade at Gibbs & Associates. Outside of advising, she manages several non-investment related LLCs involved in real estate oversight. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, offering family office and private wealth management, institutional advisory, and retirement plan services. The firm employs a disciplined investment approach based on written Investment Policy Statements and offers access to alternative investments and private placements.

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.

Kaleb Gandy is a financial advisor at SGL Financial, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Hantz Financial Services, Midland Brewing Company, Northwestern Mutual, and in roles at Genji Japanese Steakhouse and Northwood University. SGL Financial, LLC is a fee-based adviser serving financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm focuses on diversified, long-term asset allocation and typically implements portfolios through third-party money managers and a contractually exclusive sub-advisory relationship with Savant Capital.

Jason Dhooghe is a CFP® with four years of industry experience, currently serving at Vermillion Financial Advisors, Inc. He previously worked at Wealth Enhancement Group and Wealth Enhancement Advisory Services from 2021 to 2025. Vermillion Financial Advisors provides financial planning, investment advisory, and employer-sponsored retirement plan services to individuals, trusts, business entities, and pension/profit-sharing plans. The firm offers both model and customized portfolios, non-discretionary trade approvals, and educational workshops for plan participants.

Clemens Ciupke is a financial advisor at Roberts, Glore & Co. with 35 years of industry experience. He has held his current role since 1995 and previously worked at La Salle St. Securities, Inc. from 1989 to 2017. He holds Series 63 and Series 65 designations. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm offers portfolio management and financial planning, constructing customized portfolios that emphasize fundamental analysis of equities and fixed-income holdings, with modest use of alternative assets.

Kevin Carani is a financial advisor with Clearwater Capital Partners, holding a Series 65 credential and 11 years of industry experience. He has been with Clearwater Capital Partners since 2014. Outside of his advisory role, he serves as a facility manager for Westminster Presbyterian Church in Elgin, Illinois. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services that include private wealth management, institutional advisory, and retirement plan strategies. The firm manages portfolios based on written Investment Policy Statements and employs a variety of analytical approaches, with a focus on discretionary management and access to alternative investments.

Christopher Dieckow is a CFA® charterholder with 17 years of experience in the financial services industry. He is currently a financial advisor at Leelyn Smith, LLC, where he has worked since 2021. Prior to this, he held positions at Schwab Private Client Investment Advisory, Inc. and Charles Schwab and Co. Inc. 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 individualized allocations, utilizes multiple third-party technology platforms, and offers access to structured notes and held-away account management as part of its comprehensive advisory services.

Ari Nadler is a CFP® and holds a Series 66 designation with three years of industry experience. He is currently part of Nadler Financial Group, Inc. in Deerfield, IL, and has prior experience with Ausdal Financial Partners, PricewaterhouseCoopers, and Amplify Investments. His background also includes roles in education and accounting. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients, including individuals, charitable organizations, business entities, and retirement plans. The firm uses tactical asset allocation with diversified mutual funds, ETFs, independent managers, and Schwab sub-advisory solutions, offering discretionary investment management alongside financial planning and retirement-plan consulting services.

Mathew Manning is a financial advisor with Truvestments Capital LLC, holding a Series 66 designation and six years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Cetera, and Manning Silverman & Company over the course of his career. Manning is also a minority owner and partner of the CPA firm Manning Silverman & Company, which provides tax and accounting services. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary investment management alongside financial planning. The firm builds customized, primarily long-term portfolios that emphasize low-cost mutual funds and ETFs and manages a private Bitcoin fund through an affiliated general partner.

Dana Arvanites is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at The Dala Group, LLC since 2026 and previously spent six years at Bank of America and Merrill. Before entering financial services, she worked at Aramark and was involved with Misericordia, Heart of Mercy for six years. The Dala Group, LLC is a team of nine advisors that provides 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 client portfolios composed of stocks, bonds, ETFs, mutual funds, and other securities, offering both discretionary and non-discretionary services.

David Marlett is a financial advisor with Signature Financial Services, Ltd, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Signature Financial Services and First Heartland Capital Inc since 2007 and has operated his own CPA practice since 1987. Outside of his advisory role, Marlett serves as president of an accounting and auditing firm and holds board positions in several wireless communications companies. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation driven approach based on modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of investment vehicles while participating in third-party platform programs such as SEI-managed accounts and wrap-fee programs.

Brett Dimas is a CFP® professional at Activ8 Family Office LLC with 18 years of industry experience. He previously worked at Raymond James & Associates and Octagon Financial Services, Inc. Dimas operates a separate accounting services business from his home. Activ8 Family Office serves primarily professional athletes and their related families and entities, providing a comprehensive client management program that includes financial planning, investment management, and tax services tailored to individual objectives.