Scott Munkvold is a CFP® professional with 22 years of experience in financial advising. He has been with Financial Solutions Advisory Group since 2003. Financial Solutions Advisory Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts by providing portfolio management, financial planning, and retirement plan consulting and education. The firm uses a comprehensive data-gathering process to establish client-specific investment policies and employs a combination of fundamental, technical, quantitative, and qualitative analysis in its investment approach.

John Sleeting is a financial advisor at Clearwater Capital Partners with 17 years of industry experience. He holds a Series 65 designation and has been with Clearwater Capital Partners since 2009 in various roles. Outside of his advisory work, he serves as a board member of Cox Family Holdings, LLC and manages 1435 Partners, LLC, a consulting company. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services including family office management, private wealth management, and retirement plan advisory. The firm employs a disciplined investment approach based on written Investment Policy Statements and utilizes fundamental, technical, quantitative, and thematic analysis to manage discretionary accounts.

Jeanne Tackett is a financial advisor at Total Clarity Wealth Management, Inc. with 19 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial, Cetera Advisors Networks LLC, and Wall Street Financial Advisors. Jeanne is also the owner of Indigo Adviser Services, Inc., a non-investment-related business activity. 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 variety of investment vehicles and third-party model portfolios, and it supports customized asset allocations with monitoring and specialized strategies for sophisticated investors.

Steven Quirini is a financial advisor at Monere Wealth Management, Inc. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Noyes Advisors LLC and David A. Noyes and Company. Monere Wealth Management is a team-based advisory firm serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm offers financial planning and portfolio management through discretionary and non-discretionary advisory accounts, employing third-party managers and quantitative tools in its portfolio construction.

Zachary Zewiske is a CFP® with four years of industry experience, currently serving as a financial advisor at Nadler Financial Group, Inc. He previously worked at Charles Schwab & Co., Inc. and Principal Financial. Outside of his advisory role, he is also an independent insurance agent. Nadler Financial Group manages over $2.18 billion for individuals, charitable organizations, businesses, and retirement plans through a team of 16 advisors. The firm employs tactical asset allocation with diversified mutual funds, ETFs, independent managers, and Schwab sub-advisory solutions to serve clients across various investment objectives.

Alexis Swaney is a Series 65-licensed financial advisor with The Dala Group, LLC, where she has worked since 2026. Prior to joining the firm, she held roles related to human ecology and participated in various community and business activities. The Dala Group provides portfolio management, comprehensive financial planning, and limited consulting services to individuals, including high-net-worth clients, and business entities. The firm employs multi-disciplinary analysis and asset allocation strategies across a range of securities, serving both discretionary and non-discretionary mandates.

Marilyn Bilyk is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Journey Financial Group since 1997 and previously worked at Royal Alliance Associates, Inc. for 26 years. In addition to her advisory role, she serves as a notary public, providing services to clients at no charge. Journey Financial Group serves individual clients across varying wealth levels, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning using firm-developed model portfolios that range from conservative to aggressive, incorporating both fundamental and technical analysis.

George Hemsley is a CFP® with 28 years of experience in the financial services industry. He has been with Hemsley Advisors, Ltd. since 1988 and continues to advise clients through this firm based in Barrington, IL. Hemsley Advisors, Ltd. provides asset management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm uses a fundamental analysis and long-term investment approach to develop individualized portfolios and offers both discretionary and non-discretionary management, with financial planning available as part of their services or as standalone engagements.

Michael Burke is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 66 registrations and bringing 38 years of industry experience. He has worked at Monere Investments, Inc. since 2015 and previously spent seven years with Sanctuary Securities, Inc. Monere Wealth Management is a team-based advisory firm managing approximately $312 million in assets for individual, high-net-worth clients, pension plans, charities, and business accounts. The firm offers financial planning, portfolio management, and pension consulting through both discretionary and non-discretionary advisory relationships.

Eric O Brien is a CFP® professional with three years of industry experience, currently serving as an advisor at Nadler Financial Group, Inc. He has held roles at several firms including Ausdal Financial Partners, Focus Partners Wealth, Kovitz Investment Group Partners, Strategic Wealth Partners, BMO, Fifth Third Bank, and MB Financial Bank. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a 15-advisor team, serving individuals, charitable organizations, businesses, and retirement plans. The firm employs tactical asset allocation with diversified mutual funds, ETFs, and specialized strategies, offering discretionary investment management alongside financial planning and retirement consulting services upon request.

Michael Fishman is a financial advisor with Affiance Financial LLC in Deerfield, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Affiance Financial, he worked at Ernst & Young for six years. Affiance Financial serves individuals, employer-sponsored retirement plans, charitable organizations, and businesses, offering discretionary and non-discretionary investment management along with financial planning and retirement plan services. The firm employs a top-down macroeconomic and fundamental analysis approach, managing approximately $1.37 billion in assets with a range of model investment strategies and customized client solutions.

Charles Hartman is a financial advisor with Leelyn Smith, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial and National Planning Corporation prior to his long tenure at Leelyn Smith. Hartman is also involved in providing investment advisory services through The Retirement Network, an independent advisory firm. Leelyn Smith, LLC offers discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts, along with financial planning and consulting. The firm employs model-based and individualized investment allocations, utilizing various platforms and third-party services, including a distinctive affiliation with an accounting practice and use of AI tools and structured notes.

Gregory Foss is a financial advisor at Nadler Financial Group, Inc. in Deerfield, IL, holding a Series 66 designation with seven years of industry experience. Prior to joining Nadler Financial Group in 2018, he worked at Tandem HR, Inc. from 2012 to 2018. He is involved in educating client employees on the benefits of 401(k) plans. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, providing discretionary investment management along with financial planning and retirement plan consulting services. The firm employs tactical asset allocation across diversified vehicles and offers a focused investment program for smaller accounts, supported by a multi-advisor team managing approximately $1.9 billion in assets.

Alan Krause is a financial advisor at Clearwater Capital Partners with 17 years of industry experience. He holds a Series 65 designation and has worked at Clearwater Capital Partners since 2008. Krause also serves as Chief Operations Officer at Shodeen Group, a real estate development company, and is a director at Porte Brown, a certified public accounting firm. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, providing services including private wealth management, institutional advisory, and retirement plan strategies. The firm manages portfolios based on written Investment Policy Statements and employs a range of analytical approaches, with access to alternative investments and private placements.

James Chapman is a financial advisor at Clearwater Capital Partners with 12 years of industry experience. He holds a Series 65 designation and has been with Clearwater in various capacities since 2016. In addition to his advisory role, he is involved in the sale of life and long-term care insurance as part of a comprehensive financial plan. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves individual, high-net-worth, and several institutional clients, employing a range of investment strategies including asset allocation, fundamental and quantitative analysis, options strategies, and thematic exploration.

Pei Liu is a financial advisor at E. A. Horwitz LLC with 14 years of industry experience and holds a Series 66 designation. Prior to joining E. A. Horwitz in 2017, Liu worked at Western International Securities, BFC Planning, Berthel, Fisher & Company Financial Services, and Morgan Stanley. E. A. Horwitz LLC is a team-based registered investment adviser with ten advisors managing approximately $273 million for several hundred individual clients. The firm offers portfolio management and financial planning services with a conservative, principal-preservation investment approach and individualized portfolios.

Brian Burkhart is a financial advisor at Wealth Effects with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bridgeway Wealth Partners, Avenir Private Advisors, Bank of America, Merrill, and Managed Account Advisors. Wealth Effects provides discretionary wealth management, financial planning, and investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm uses a combination of fundamental and technical analysis to manage primarily long-term portfolios across various securities, offering regular portfolio reviews and discretionary account management.

James Hartwell is a Series 65-licensed financial advisor with Essex LLC in Deer Park, Illinois, where he has worked since 1997. He has 25 years of experience in the industry and is part of a seven-advisor team. Essex LLC is a team-based registered investment adviser managing approximately $563 million for around 600 clients, including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing model portfolios with a mix of equities, fixed income, ETFs, and investment company shares informed by fundamental, technical, and sector analysis.

Jakob Horwitz is a financial advisor with E. A. Horwitz LLC, holding a Series 66 designation and six years of industry experience. He has worked at LaSalle St. Securities, LLC, Western International Securities, Inc., and Peppermill Casino prior to his current roles. Horwitz serves on the FINRA SIE writing committee. E. A. Horwitz LLC is a team-based registered investment adviser with ten advisors managing approximately $273 million for several hundred individual clients. The firm offers portfolio management and financial planning services with a conservative, principal-preservation investment approach, individualized portfolios, and active trading capabilities.

Vanessa Croessmann is a financial advisor at Total Clarity Wealth Management, Inc with three years of industry experience. She holds a Series 65 designation and has worked at Wall Street Financial Advisors and as a self-employed financial planner. In addition to her advisory role, she is an independent licensed insurance agent focusing on life, accident, and health insurance. Total Clarity Wealth Management serves individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors, offering discretionary portfolio management, financial planning, and donor-advised fund support. The firm employs customized asset allocations using various investment vehicles and maintains several offices with affiliations to legal, real estate, and accounting professionals.