George Carroll is a financial advisor at Regal Advisory Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Regal Securities and Loyola Marymount University. Regal Advisory Services, Inc. serves individuals, including high-net-worth clients, as well as retirement plans, trusts, foundations, and business entities by providing financial planning, portfolio management, and retirement plan advisory services. The firm uses a combination of fundamental and quantitative research, offering a variety of managed account structures through proprietary and correspondent platforms.

Matthew Pitzulo is a financial advisor at Greenline Wealth Management in Vernon Hills, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Greenline Wealth Management in 2023, he worked at Converge Medical Technology, Best Dedicated Solutions, and Slammers LLC. Greenline Wealth Management is a six-advisor SEC-registered firm that provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm has a notable retirement plan practice alongside its retail asset management and utilizes a third-party manager network on the Envestnet platform.

Kristen Mc Cullough is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at RMB Capital Management, LLC and Vennwell, LLC. Mowery & Schoenfeld Wealth Management serves individuals, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses quantitative tools and model portfolios tailored to clients’ risk tolerance and circumstances, managing approximately $389 million in assets across 161 client relationships.

Edward Connolly is a CFP® with 16 years of industry experience and is currently affiliated with Essex LLC. He previously worked for IRON Financial LLC for 15 years. 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 and monitor portfolios using a combination of fundamental, technical, and sector analysis across various asset classes.

Jeffrey Pearce is a CFP® with 29 years of industry experience and has been with Vermillion Financial Advisors, Inc. since 1990. He is based in South Barrington, IL, and holds the Series 63 designation. Vermillion Financial Advisors serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations with financial planning and investment advisory services. The firm emphasizes structured communication and education, offering both model and customized portfolio solutions primarily on a non-discretionary basis.

Shawn Kennedy is a financial advisor with Pendulum Wealth Partners in Itasca, Illinois, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Pendulum Wealth Partners in 2025, he spent 22 years with Ameriprise Financial Services, LLC. He is also a licensed insurance agent involved in insurance sales and implementation. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million across 227 client relationships, providing discretionary investment management, financial planning, and family office services. The firm employs a fundamental, primarily long-term investment approach through diversified portfolios and operates under common control with an affiliated tax and accounting firm offering integrated services.

Andrew Adler is a financial advisor at Global Brokerage Services, Inc. in Barrington, IL, holding a Series 66 credential with 26 years of industry experience. He has been with Global Brokerage Services since 2000. Outside of advisory work, Adler is an independent insurance agent specializing in non-variable life insurance, annuities, and disability products, and he performs bookkeeping and accounting services on a limited basis. Global Brokerage Services serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account/UMA offerings. The firm operates with a six-advisor team and provides non-discretionary advice, utilizing a platform that combines third-party sub-managers and model portfolios with annual account reviews.

Philip Sloan is a CFP®, ChFC®, and PFS™ with nine years of industry experience. He is a senior wealth manager and shareholder at Nadler Financial Group, Inc., where he participates on the investment committee and provides comprehensive financial planning and portfolio management. Prior to joining Nadler Financial Group, he worked at Ernst & Young US LLP for nine years. Nadler Financial Group serves individuals, charitable organizations, business entities, and employer-sponsored retirement plans, managing over $2.18 billion through a team of 15 advisors. The firm employs tactical asset allocation strategies across diversified mutual funds, ETFs, and alternative investments, offering discretionary investment management alongside financial planning and retirement-plan consulting services.

Kristi Mertens is a CFP®-designated financial advisor with 22 years of industry experience. She is affiliated with BCU Wealth Advisors, LLC and has worked with LPL Financial and Baxter Credit Union during her career. 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 with third-party managers and model portfolios, including ESG options, serving around 870 clients with a team of 15 advisors.

Alan Cole is a CFA® and CIC-certified financial advisor with 26 years of industry experience. He has been with Parkside Investments, LLC since 2016 and previously worked at Cedar Hill Associates, LLC from 2008 to 2016. Cole is a partner in Cedar Hill Partners Holdings I and II, which are limited partnerships involved in alternative investments. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, endowments, pension plans, trusts, charitable organizations, and businesses. The firm employs a fundamental analysis-driven, long-term large-cap core equity investment approach, supplemented by fixed income, ETFs, option-based strategies, and private investments, and manages over $1 billion in client assets.

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.

William Lillwitz is a financial advisor at Uhlmann Investment Management, L.L.C. in Skokie, IL, holding CFP® and Series 63 credentials with 29 years of industry experience. His prior roles include positions at Uhlmann Price Securities, LLC, Avellino Financial Advisors, Inc., and Forest Securities, Inc. He also serves as a FINRA Arbitrator and operates Lillwitz Financial, LLC, a non-investment-related business. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management services to individuals, institutions, and trusts, emphasizing fundamental analysis and long-term asset allocation. The firm offers a range of managed account solutions combining stocks, bonds, ETFs, and alternatives, and operates as a subsidiary of Uhlmann Price Securities, L.L.C.

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.