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.

Michael Schremser is a financial advisor at TSFG, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at TSFG since 2018 and LPL Financial since 2012. TSFG, LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm employs fundamental analysis in security selection, offers retirement-plan advisory services, and sponsors its own wrap-fee program, managing portfolios tailored to each client’s objectives.

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.

Eric Bederman is a financial advisor at Romano Brothers and Company with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Romano Brothers since 2016. Outside of his advisory role, Mr. Bederman serves as a Trustee and Treasurer of the Wilmette Public Library District, a volunteer position. Romano Brothers and Company serves individuals, employee benefit plans, non-profits, trusts, estates, and corporate entities, offering discretionary portfolio management, financial planning, and brokerage services. The firm employs a generally conservative, long-term, fundamentals-based investment approach that includes active and passive strategies tailored to client needs.

Alec Riss is a financial advisor with SB Advisory, LLC, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Edward Jones and Marco Technologies. SB Advisory, LLC is a multi-team SEC-registered firm with 34 advisors managing approximately $1.1 billion for individuals, businesses, and retirement plans. The firm emphasizes non-discretionary advice, utilizing mutual funds, ETFs, individual equities, and third-party managers with a combination of fundamental, technical, and qualitative analysis.

Michael Dunne is a financial advisor at Uhlmann Investment Management, L.L.C. in Skokie, IL, holding a Series 66 license with 37 years of industry experience. His prior roles include positions at Avellino Financial Advisors, Inc., Forest Securities, Inc., and involvement with Native Tribal Alliance, LLC and Quegh Ke Holdings, Inc. since 2012. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individual, institutional, and trust clients, emphasizing fundamental analysis and long-term asset allocation across a range of securities and alternative investments. The firm integrates third-party managers and offers customized solutions tailored to clients’ objectives and risk profiles.

John Omalley is a financial advisor with Eastgate Capital Advisors LLC in Winnetka, IL, holding a Series 65 designation and bringing 10 years of industry experience. He also serves as an attorney at Steven Spector LLC, where he provides legal counsel on tax, accounting, and estate planning matters. Eastgate Capital Advisors serves affluent individuals, families, retirement accounts, trusts, and other legal entities with multi-family office and comprehensive wealth management services, including investment management, financial planning, and trust and estate coordination. The firm offers customized portfolios using modern portfolio theory and a range of investment vehicles, with both discretionary and non-discretionary options tailored to client preferences.

Kaleb Gandy is a financial advisor at SGL Financial, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Hantz Financial Services, Midland Brewing Company, Northwestern Mutual, and in roles at Genji Japanese Steakhouse and Northwood University. SGL Financial, LLC is a fee-based adviser serving financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm focuses on diversified, long-term asset allocation and typically implements portfolios through third-party money managers and a contractually exclusive sub-advisory relationship with Savant Capital.

Andres Larrea is a financial advisor at Precise Investment Management, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Boston Investment Management LLC. Outside of finance, he has experience as a freelance tennis coach. Precise Investment Management provides discretionary portfolio management to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens. The firm utilizes sub-advisory portfolio managers selected through country-specific research and offers programs such as the Precise Worldview Structured Program and the Precise Worldview Focus Program.

Clemens Ciupke is a financial advisor at Roberts, Glore & Co. with 35 years of industry experience. He has held his current role since 1995 and previously worked at La Salle St. Securities, Inc. from 1989 to 2017. He holds Series 63 and Series 65 designations. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm offers portfolio management and financial planning, constructing customized portfolios that emphasize fundamental analysis of equities and fixed-income holdings, with modest use of alternative assets.

Sheldon Kaiz is a CFP® with 42 years of industry experience, currently with Mack Investment Securities, Inc., where he has worked since 1988. He holds a Series 63 license and is based in Northfield, IL. Mack Investment Securities serves individual investors, retirement and pension plans, and institutional accounts, offering portfolio management, financial planning, and market timing services. The firm employs a manager-of-managers approach through its Money Managers Plus program, utilizing both internal and third-party subadvisors and incorporating tactical and timing strategies.

Zachary Walters is a CFP® and Series 66 licensed advisor with 20 years of industry experience. He has worked at Walled Lake Planning & Wealth Management, LLC since 2018 and previously spent 10 years at RBC Capital Markets Corporation. Walters holds an insurance license and provides servicing of insurance-related accounts in addition to his advisory work. Walled Lake Planning & Wealth Management offers wealth and portfolio management services to individuals, institutions, and charitable organizations. The firm combines discretionary and non-discretionary management with comprehensive financial planning, tailoring portfolios to client objectives using various analytical methods and delivering services through a wrap fee program.

Ari Nadler is a financial advisor with Nadler Financial Group, Inc. in Deerfield, IL, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Ausdal Financial Partners, PricewaterhouseCoopers, and Amplify Investments. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by offering discretionary investment management and financial planning services. The firm employs tactical asset allocation across diversified vehicles and operates a specialized program for clients with smaller accounts, supported by a team of about 16 advisors managing approximately $1.9 billion in assets.

Michael Nagel is a financial advisor at TSFG, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and in the hospitality industry, including roles at Giordano's and Lettuce Entertain You. TSFG, LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients, family members, trusts, and retirement plans. The firm employs fundamental analysis in managing portfolios tailored to clients’ objectives and sponsors its own wrap-fee program.

Mathew Manning is a financial advisor at Truvestments Capital LLC with five years of industry experience. He holds a Series 66 designation and has worked with firms including Purshe Kaplan Sterling Investments and Cetera Investment Advisers. Manning is also a minority owner and partner in Manning Silverman & Company, a CPA firm specializing in tax and accounting services. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers asset management, financial planning, sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings, employing a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions.

Adam Kinsinger is a CFP® with two years of industry experience, currently serving at ShankerValleau Wealth Advisors, Inc. He previously worked at DVI and Bayer and spent several years as a full-time student prior to his advisory career. Outside of his financial advisory role, he contributes part-time to ShankerValleau Accountants, Inc., assisting with tax preparation. ShankerValleau Wealth Advisors, Inc. is a six-advisor team managing approximately $550 million for individuals, pension plans, charities, and corporations. The firm offers portfolio management through a wrap-fee program, emphasizing diversified, low-cost, research-driven allocations with ongoing financial planning and both discretionary and limited non-discretionary services.

John Kelty is a CFP® professional with 37 years of experience at Mack Investment Securities, Inc., where he has worked since 1989. He holds a Series 63 license and is based in Northfield, IL. Outside of his advisory role, he is involved on an as-needed basis with a family-owned lawn care, paving, and snow removal business. Mack Investment Securities, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, and custodial accounts. The firm employs a manager-of-managers approach combining independent and affiliated sub-advisers with firm-run model strategies that include tactical shifts and use of ETFs, offering both commission and fee-based implementation.

David Marlett is a financial advisor with Signature Financial Services, Ltd, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Signature Financial Services and First Heartland Capital Inc since 2007 and has operated his own CPA practice since 1987. Outside of his advisory role, Marlett serves as president of an accounting and auditing firm and holds board positions in several wireless communications companies. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation driven approach based on modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of investment vehicles while participating in third-party platform programs such as SEI-managed accounts and wrap-fee programs.

Nathan Eads is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has been with Moller Financial Services since 2007 and is currently part of the team at Moller Wealth Partners in Northfield, IL. Moller Wealth Partners provides personal financial planning and investment management to individuals, families, and trusts, focusing on areas such as tax and estate planning, charitable giving, education funding, retirement planning, insurance risk review, and special needs planning. The firm operates as a fee-only registered investment adviser, using strategic asset allocation with low-cost mutual funds and ETFs, and manages most client assets on a discretionary basis.

Michael Niemczyk is a financial advisor with Capital Advisor Network, holding Series 63 and Series 66 designations and 26 years of industry experience. He has operated Michael Niemczyk Associates, Inc. since 2001 and is also involved with MLN Retirement Planning & Tax Planning, Inc. In addition to his advisory roles, Niemczyk participates as a member and educator with the nonprofit Society of Financial Awareness, providing financial education through community classes and workshops. Capital Advisor Network serves individual and high-net-worth investors, institutions, charitable organizations, trusts, and employer-sponsored retirement plans. The firm applies a tactical investment approach utilizing data analytics and algorithmic signals, offering both discretionary and non-discretionary management across various asset classes while accommodating client-specific restrictions.