William Gregg is a financial advisor at North Shore Private Asset Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with North Shore Private Asset Management since 2016. 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 manages approximately $572 million in assets and offers customized portfolio management using a combination of fundamental, technical, and cyclical analysis across various investment vehicles.

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.

Jason Seurer is a financial advisor at Landolt Securities, Inc. with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Landolt Securities since 2018. In addition to his advisory role, he coaches high school football and provides consulting services in software development and healthcare compliance. Landolt Securities, Inc. serves individuals, trusts, estates, corporations, and other entities by offering investment management and consulting services. The firm focuses on fundamental analysis and primarily manages client assets in small-cap growth stocks, utilizing both discretionary and non-discretionary portfolio management as well as third-party model and TAMP programs tailored to client risk tolerances.

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.

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.

Scott Miller is a CFP® with 23 years of experience in the financial industry. He has worked at Romano Brothers and Company since 2013 and has over two decades of experience with Charles Schwab and Charles Schwab Bank. Romano Brothers and Company serves individuals, including high-net-worth clients, as well as employee benefit plans, non-profits, trusts, estates, and corporate entities. The firm offers discretionary portfolio management, financial planning, and brokerage services, utilizing both active, value-oriented equity and fixed-income strategies alongside passive ETF-based approaches within a generally conservative, fundamentals-based investment framework.

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.

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.

Kathryn Parker is a financial advisor at Hartline Investment Corporation with 10 years of industry experience. She holds a Series 65 designation and has been with Hartline since 2015. Hartline Investment Corporation provides discretionary and non-discretionary portfolio management services to individuals, pension and profit sharing plans, charitable organizations, corporations, and municipal entities. The firm employs a range of analytical strategies and techniques, including options trading, short selling, and margin use, to tailor portfolios according to client goals and risk tolerances.

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.

Michael Dillon is a financial advisor with Uhlmann Investment Management, L.L.C. He holds Series 63 and Series 65 designations and has 36 years of experience in the industry. His career includes roles at Uhlmann Price Securities since 2011, Wells Fargo Advisors since 2009, and David A. Noyes & Company since 1994. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individual, institutional, and trust clients, including high-net-worth individuals. The firm’s investment approach is based on fundamental analysis and long-term asset allocation, offering a mix of stocks, bonds, ETFs, mutual funds, and alternatives tailored to clients’ objectives and risk tolerance.

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 at BCU Wealth Advisors, LLC with 11 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has worked at firms including LPL Financial LLC and PNC Bank. 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 using third-party managers and model portfolios.

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.