Louis Klieger is a CFP® and holds a Series 66 license, with 10 years of experience in the financial advisory industry. He has worked at Walled Lake Planning & Wealth Management, LLC since 2018 and previously held roles at City National Bank and RBC Capital Markets, LLC. Louis is based in Highland Park, IL. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for around 360 clients. The firm provides wealth management services to individuals and various entities, combining comprehensive financial planning with discretionary and non-discretionary portfolio management through a wrap fee program.

John Chapman is a financial advisor at Clearwater Capital Partners with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clearwater Capital Partners since 2006. Chapman is a partial owner of Clearwater Capital Insurance Services, LLC, which provides non-variable life, long-term care, and disability insurance sales, and he is also a business owner of Clearwater Capital Consulting, LLC, offering select tax services. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, providing family office and private wealth management, institutional advisory, retirement plan advisory, and wrap-fee investment programs. The firm manages most advisory accounts on a discretionary basis and incorporates fundamental, technical, quantitative, and thematic analysis in portfolio management.

Michael Heatwole is a CFP® with 13 years of industry experience, currently serving as an advisor at The Dala Group, LLC since 2018. He previously worked at Waddell & Reed, Inc for six years. Outside of his advisory role, he serves on the advisory board of The Salvation Army in Elgin, IL, and is vice-president of a local networking organization, BNI. 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 mix of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using a variety of investment vehicles tailored to client objectives and risk tolerance.

Andrew Barlow is a financial advisor at Harvest Investment Services, LLC with three years of industry experience. He holds a Series 65 designation and is a partner at Harvesting Kingdom Resources, a private equity fund sponsor where he manages fund administration and investor relations. His work history also includes roles at Envoy Financial and Brand Champions. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical investment approach and offers specialized services such as ERISA 3(38) investment management and held-away 401(k) account oversight.

Anna Thornburg is a Series 65-licensed financial advisor at Model Wealth, Inc. in Wheaton, IL, with four years of industry experience. Prior to joining Model Wealth in 2021, she worked at Covenant Classical School and Church of the Resurrection. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm uses a broadly passive investment approach with cost-effective, tax-aware implementation, combining robo-managed strategies, direct indexing, and discretionary portfolio management.

Scott Graziano is an advisor at Chicago Investment Advisory Council, Inc. with a Series 65 credential and one year of industry experience. His work history includes roles at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. prior to joining his current firm. Chicago Investment Advisory Council serves both individual and high-net-worth retail investors, offering portfolio management, financial planning, and educational workshops through a five-advisor team. The firm utilizes proprietary model portfolios and typically manages accounts with discretionary trading authority.

Steven Bartz is a Series 65 licensed financial advisor with 28 years of industry experience. He has been with Graybill, Bartz & Associates, Ltd. since 1996. Graybill Wealth Management, Ltd. provides discretionary investment supervisory services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and trust accounts. The firm employs a fundamental, research-driven growth investing approach focused on companies with strong balance sheets and sustainable earnings, while balancing equity exposure with intermediate-term, high-grade fixed income and income vehicles.

Mark Soehn is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Financial Solutions Advisory Group in Chicago, IL since 2003. Financial Solutions Advisory Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, offering portfolio management, financial planning, consulting, and retirement plan education services. The firm uses a comprehensive data-gathering process to establish client-specific investment policies and employs a mix of fundamental, technical, quantitative, and qualitative analysis across long- and short-term strategies.

Stuart Loren is a financial advisor with Fort Sheridan Advisors LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Fort Sheridan Advisors since 2018 and previously held roles at Western International Securities, Inc. and Karmin Capital Management. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients with discretionary asset management and pension consulting. The firm employs a long-term, value-investor approach that combines quantitative tools with qualitative judgment and is involved in private investments and liquidation management for private funds.

Richert Hart is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He is currently with 1834 Investment Advisors Co., where he has worked since 2026. His prior roles include positions at Mission Square Retirement, Mission Square Investment Services, Ausdal Financial Partners, Nadler Financial Group, Total Benefit Communications, Capital One Financial Advisors, and Chevy Chase Financial Services. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation, operating as a wholly owned subsidiary of Old National Bancorp and offering specialized services such as cash-balance defined benefit plans and private investment consulting.

Katarzyna Richardson is a financial advisor at Expressive Wealth LLC in Chicago, IL, with eight years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Eddie Patel Inc., National Financial Services LLC, Charles Schwab, and FIDELITY Brokerage Services LLC. Expressive Wealth serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm employs fundamental, technical, and cyclical analysis in its investment decisions and offers oversight of Sub-Advisors’ strategies as part of its portfolio management.

Kyle Depasquale is a financial advisor at Rothschild Wealth LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Goldman Sachs Wealth Services and Ausdal Financial Partners. He is also involved with Sentinus Insurance Services in Oakbrook, IL, where he dedicates time to insurance sales. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm’s investment process focuses on asset-allocation models based on client questionnaires and quantitative analysis, implemented through a variety of securities and external sub-advisers.

Shawn Cook is a financial advisor with USAdvisors Wealth Management, LLC, holding a Series 66 license and bringing 12 years of industry experience. He has worked at multiple firms including Securities America, Inc. and Questar Asset Management. Outside of advisory work, he has served as past president and board member of the Park Ridge Chamber of Commerce and owns businesses in insurance and consulting. USAdvisors Wealth Management, LLC offers discretionary portfolio management and financial planning to individuals, trusts, charitable organizations, and businesses. The firm utilizes a combination of fundamental analysis, asset allocation, and model portfolios developed with third-party providers, managing accounts on a discretionary basis with regular suitability reviews.

Benjamin Wozniak is a financial advisor at Chicago Oakbrook Financial Group with 43 years of industry experience. He has held positions at Commonwealth Financial Network, LPL Financial, and Mutual Service Corporation. Wozniak holds Series 63 and Series 65 licenses. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting using a broad range of investment strategies and securities.

Timothy Hattendorf is a financial advisor at Nadler Financial Group, Inc. He holds a Series 66 designation and has two years of industry experience. His prior experience includes a decade at Hightower Trust Company of Illinois. He is involved in retirement plan advisory services, working with plan sponsors and participants. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, providing discretionary investment management along with financial planning and retirement plan consulting when requested. The firm employs tactical asset allocation across diversified vehicles and offers a program tailored for smaller accounts within its multi-advisor structure.

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.

Brent Fields is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Total Clarity Wealth Management, Inc. in St. Charles, IL. He has worked at Total Clarity since 2007 and was previously with Cetera Wealth Services and LPL Financial. 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 employs customized asset allocations and discretionary portfolio management using a range of investment vehicles, offering both traditional and more active strategies, and operates nine offices with affiliated professionals in legal, real estate, and accounting fields.

Lydia Newby is a CFP® with eight years of industry experience currently serving at Timothy Financial Counsel, Inc. She has been with the firm since 2017 and previously worked at Marsh USA Inc. from 2012 to 2017. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching through a structured planning menu and prefers diversified investments such as no-load mutual funds and ETFs, operating without discretionary authority over client assets.

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.