Jeffrey Thrana is a CFP® with 26 years of industry experience, currently serving as an advisor at Pendulum Wealth Partners. His prior experience includes roles at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and Wells Fargo Funds Management. Outside of his advisory work, he is involved in real estate rental activities. 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 long-term, diversified investment approach and offers discretionary portfolio management, financial planning, and family office services.

Bryan Stiger is a CFP® professional with 18 years of experience in the financial industry. He is currently affiliated with Wellment Financial as part of an 11-advisor team. Bryan's prior experience includes roles at Betterment LLC and TIAA-CREF. He is also a licensed insurance agent involved in insurance planning and implementation through FSR Insurance Planning, Ltd. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions. The firm focuses on retirement planning and tax strategies, offering diversified model portfolios and utilizing a sub-advisor platform with distinctive operational features including affiliations with accounting and insurance firms.

Randy Addie is a financial advisor at 1834 Investment Advisors Co. in Chicago, IL, holding Series 65 and Series 63 licenses with 25 years of industry experience. His prior roles include positions at Old National Bank, LPL Financial, and Sentry Insurance. He currently serves as Vice President at Old National Bank. 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 with close ties to Old National Bank.

Marshall Garrett is a CFP® with five years of industry experience, currently serving as an advisor at Zimmerman Wealth Management, LLC since 2013. He holds a Series 65 license and operates out of Evanston, IL. Zimmerman Wealth Management is an SEC-registered advisory firm offering discretionary investment management, comprehensive financial planning, and pension consulting to individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation strategy using mutual funds, ETFs, and closed-end funds, with a focus on continuous portfolio supervision and written financial plans.

Andrew Wykretowicz is a financial advisor at Monere Wealth Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Monere Wealth Management since 2015. Outside of his advisory role, he teaches English as a Second Language at the College of DuPage. Monere Wealth Management is a team-based firm with nine advisors managing approximately $312 million in client assets. The firm serves primarily individual and high-net-worth clients, as well as pension plans, charities, and business accounts, offering financial planning and portfolio management through both discretionary and predominantly non-discretionary advisory relationships.

Steven Urban is a CFP® and holds a Series 65 license, with 28 years of experience in financial advising. He has been with Urban Financial Advisory Corporation since 1990. Urban Financial Advisory Corporation serves mid- to high-net-worth individuals and related entities, providing comprehensive financial planning and portfolio management. The firm integrates accounting and legal capabilities alongside advisory services, offering tax planning, tax compliance, and estate administration in addition to investment guidance.

Donald Morley is a financial advisor at Capital Cities Investments with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining Capital Cities Investments in 2017. Capital Cities Investments serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, offering portfolio management and financial planning services. The firm emphasizes diversified portfolios with a mix of active and passive management, tailored to clients' risk tolerance and financial needs, and utilizes tools such as Callan’s UMA platform and Schwab’s automated programs.

Kevin Silverman is a CFA® charterholder with 19 years of experience in the financial industry. He is currently a member of the team at Carmel Capital Partners, LLC and also serves as owner of Madison Partners, L.C., a business involved in research, publishing, and content creation. In addition to his advisory roles, Silverman teaches investing and portfolio management at the University of Wisconsin-Milwaukee. Carmel Capital Partners provides investment management and advisory services to individual and institutional clients, including high-net-worth investors and pension plans. The firm emphasizes fundamental valuation focused on free cash flow and capital preservation, utilizing customized portfolios, model portfolios, and allocations to mutual funds and ETFs, and it serves as a private fund sponsor and manager for multiple investment vehicles.

Timothy Stearns is a financial advisor at Cornerstone Securities LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cornerstone Securities since 2014. He also has prior experience with Crown Capital Securities, LP and LaSalle St. Securities, LLC. Outside of his advisory work, Stearns sells term, fixed, and indexed universal life insurance as an independent contractor. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates through a team of representatives who develop portfolio strategies, offer discretionary trading where authorized, and refer clients to third-party managers and REITs.

Kyle Bertsche is a financial advisor at Monere Wealth Management, Inc. He holds a Series 66 designation and has been in the industry since 2024. His prior experience includes roles at Carecraft Inc, Nexa Mortgage, and various academic positions. Monere Wealth Management, Inc. 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 primarily through non-discretionary advisory accounts.

Thomas Parker is a financial advisor at Pendulum Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and is also a partner at Fates, Bodily, and Parker PLLC, a CPA firm in Itasca, Illinois. In addition to his advisory role, Parker is a licensed insurance agent involved in implementing insurance recommendations. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million across over 200 client relationships. The firm offers discretionary investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term, diversified investment approach.

Keaton Messerschmidt is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Bank, NA. He is also involved with Baxter Credit Union as Senior Manager of Private Client Services. Additionally, Messerschmidt participates in a customer experience certificate program at Valparaiso University. 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 employs a core-plus-satellite investment approach using third-party managers and model portfolios, and it operates a significant wrap fee program with approximately $653.6 million in discretionary assets under management.

Andrew Cardillo is a CFP® with 10 years of industry experience. He is currently with Indivisible Partners, where he has worked since 2026. Prior to that, he held multiple roles at UBS Financial Services from 2015 to 2026. Indivisible Partners provides investment advisory and financial planning services to a range of clients, including individuals, personal trusts, pension plans, charities, and businesses. The firm uses a strategic asset allocation framework and implements investment decisions through active, passive, or blended approaches, offering discretionary and non-discretionary portfolio management on an open-architecture platform.

Cynthia Schulze is a financial advisor at Nadler Financial Group, Inc. with four years of industry experience. She holds the Series 66 designation and has previously worked at Ausdal Financial Partners, Inc., FSB & W, LLC, Johnson, Goldberg & Brown, LTD, and Kessler Orlean Silver & Co. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by offering discretionary investment management and financial planning services tailored to client objectives. The firm employs tactical asset allocation across diversified vehicles and operates a program for smaller accounts within its multi-advisor platform.

Rebecca Raff is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Nadler Financial Group, Inc. She has worked at both Nadler Financial Group and Ausdal Financial Partners since 2011. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by providing discretionary investment management alongside financial planning and retirement plan consulting when requested. The firm employs tactical asset allocation across diversified vehicles and offers a multi-advisor scale with specialized programs for clients with smaller account sizes.

John Harris is a CFP® and holds a Series 66 license with six years of industry experience. He is currently an advisor at Zimmerman Wealth Management, LLC, where he has worked since 2025. Prior to joining Zimmerman, he held positions at Pathstone and Valic Financial Advisors, and has experience in both academic and corporate settings. Zimmerman Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, comprehensive financial planning, and pension consulting to a diverse client base including individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation approach using a mix of mutual funds, ETFs, and closed-end funds, with accounts typically managed on a discretionary basis and supported by ongoing monitoring and written reporting.

Samuel Velblum is a financial advisor at Nadler Financial Group, Inc. with a Series 66 license and one year of industry experience. His prior work includes roles at Ausdal Financial Partners, the Israeli Fintech Center, Gold Ventures Investment, and various educational and community organizations. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a 15-advisor team, offering discretionary investment management and financial planning services. The firm serves individuals, charitable organizations, business entities, and employer-sponsored retirement plans, employing diversified portfolios with tactical asset allocation and specialized strategies such as direct indexing and interval funds.

Mark Saran is a financial advisor with North Shore Private Asset Management, LLC and holds a Series 66 designation. He has 12 years of industry experience with prior roles at Neuberger Berman LLC, Altegris Investments, JVM Securities, LLC, and Esbjorn, LLC. North Shore Private Asset Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and institutional clients such as pension and profit-sharing plans. The firm combines fundamental, technical, and cyclical analysis to offer customized portfolio management and retirement plan advisory services, with a notable focus on state and municipal government relationships and operational support for plan administration.

Steven Lewit is a financial advisor with SGL Financial, LLC, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has been associated with multiple firms, including KCD Financial, Tarkenton Financial, and Wealth Financial Group, with career history dating back more than three decades. Lewit is also CEO of Wealth-N, Inc. and serves as an agent for Tarkenton Financial LLC and J.G. Wentworth’s annuity purchase program. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard, emphasizing diversified asset allocation and long-term investment horizons, often implementing strategies through third-party managers.

Chad Codak is a financial advisor at BCU Wealth Advisors, LLC with three years of industry experience and holds a Series 65 designation. His prior work includes positions at Northwestern Mutual and Bass Pro Shops. Outside of advising, he maintains a role at Bass Pro Shops. 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 employs a core-plus-satellite investment approach, utilizing third-party managers and model portfolios, and manages approximately $653.6 million in discretionary assets through a team of 15 advisors.