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.

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.

Patrick Graham is a financial advisor with 15 Wealth Advisors LLC in Mundelein, IL, holding a Series 66 license and having two years of industry experience. His background includes roles at LPL Financial LLC and involvement with the University of Iowa Athletic Department. Outside of advising, he provides administrative support to TSFG, LLC, an independent investment advisory firm. 15 Wealth Advisors is a registered investment adviser offering discretionary portfolio management, financial planning, and employer-focused services such as retirement plan consulting. The firm designs customized portfolios based on client goals and uses a blend of fundamental, quantitative, technical, and modern portfolio theory analyses, with investment management delivered under written agreements and ongoing monitoring.

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 build primarily long-term portfolios with individual stocks, ETFs, mutual funds, bonds, and options, managing accounts mostly on a discretionary basis with regular reviews.

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.

John Smith IV is a financial advisor at Legacy Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Arbor Financial Services, LLC and Alpha Cubed Investments, LLC. Since 2006, he has also served as Chief Investment Officer and Partner at Edge Financial Advisors, LLC, focusing on investment management and client services. Legacy Financial Advisors is a multi-advisor team managing approximately $1.5 billion in client assets for individuals, families, businesses, and charitable organizations. The firm provides financial planning and discretionary portfolio management with an investment approach centered on diversification and asset allocation across traditional and alternative investments.

Mathew Douvikas is a financial advisor with BCU Wealth Advisors, LLC, holding Series 63, 65, and 66 designations and possessing 11 years of industry experience. His career includes roles at LPL Financial LLC, PNC Bank, JP Morgan Securities LLC, and Banc One Securities Corporation. 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 and employs a core-plus-satellite investment approach utilizing third-party managers and model portfolios from providers such as Dimensional and BlackRock.

Mark Saran is a financial advisor at North Shore Private Asset Management, LLC with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has been with North Shore and Level Four Financial LLC since 2014. Outside of his advisory work, he serves on the board of Ironwood Industries, a manufacturing company, and the Lake Forest Library Foundation. North Shore Private Asset Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs customized portfolio management and various research methods, serving a diverse client base that includes pension and municipal governmental plans.

Jacob Clark is a financial advisor at Clearwater Capital Partners with two years of industry experience. He holds a Series 65 designation and has previously worked at Tesla Inc and Federated Bank. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves individual, high-net-worth, and institutional clients, employing a range of investment strategies including asset allocation, fundamental and quantitative analysis, and options strategies.

William Luzzo is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL. He holds the Series 66 designation and has five years of industry experience. His work history includes roles at LPL Financial LLC, CUSO Financial Services, Thrivent Financial, and Northwestern Mutual. 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 and employs a core-plus-satellite investment approach that incorporates third-party managers and model portfolios alongside customized strategies.

Tyler Beachler is a CFA® charterholder with 14 years of industry experience. He is currently with Clearwater Capital Partners in Hoffman Estates, IL, where he has worked since 2012, including prior tenure at LPL Financial. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base that includes high-net-worth individuals as well as institutional clients such as sovereign wealth funds and government entities, utilizing a range of portfolio management strategies and offering specialized services like thematic investment approaches and participant education for retirement plans.