Haley Staniszewski is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL. She holds a Series 66 designation and has three years of industry experience, including roles at Osaic Wealth, Inc. and Augustus Labs, LLC. In addition to her advisory work, she provides notary public services to existing clients at Journey Financial Group. Journey Financial Group serves individual clients across a range of wealth levels as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing firm-developed model portfolios that cover a spectrum of risk profiles and incorporating both fundamental and technical analysis.

Patrick Lyman is a CFP® professional with six years of experience, currently affiliated with Sequoia Wealth Management, LLC and LPL Financial, LLC since 2020. Prior to this, he held various roles including positions at Walgreens and the University of Illinois at Urbana-Champaign. Outside of his advisory work, he serves as president of the BNI Referral Champions nonprofit and is a board member of the Chicago Illini Club nonprofit. He also tutors economics, math, and beginner finance courses online. Sequoia Wealth Management advises individuals, trusts, corporations, and employer retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines discretionary and non-discretionary portfolio management using a hybrid approach including quantitative optimization, technical analysis, and option strategies, serving clients through both wrap and non-wrap programs.

James Barnash is a CFP® with 31 years of industry experience, currently serving at Invst, LLC since 2025. His prior roles include positions at Ns Capital, LLC and Edelman Financial Services, LLC among others. He is also involved in tax accounting and insurance services outside of his advisory role. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual and institutional clients, managing approximately $1.565 billion in assets. The firm employs a blend of fundamental, technical, and cyclical analysis to manage portfolios and supports its clients with ongoing monitoring, reporting tools, and third-party platforms.

Teri Shaw is a financial advisor at Carter Financial Group, Inc. with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Carter Financial Group since 2021 and previously at Voya Financial Advisors. Outside of her advisory role, she serves as the Chief School Business Official for Mokena Public Schools, managing multiple departments including business operations and transportation. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios and combines quantitative analysis with third-party managers to implement and rebalance client strategies.

Anthony Baxmann is a financial advisor at Monere Wealth Management, Inc. in Schaumburg, Illinois, holding a Series 66 designation with three years of industry experience. He has been associated with Monere Investments Inc. since 2000. Monere Wealth Management is a team-based advisory firm managing approximately $312 million in assets, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm provides financial planning, portfolio management, pension consulting, and manager selection through various advisory account types, primarily on a non-discretionary basis.

Robert Green is a financial advisor at Regal Advisory Services, Inc. in Glenview, IL, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at Regal Advisory Services since 2007 and has been associated with Regal Securities and Investrade Discount Securities since 2000. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors, managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, employing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Gene Hiser is a financial advisor with Sequoia Wealth Management, LLC in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Sequoia Wealth Management since 2018 and also maintains an affiliation with LPL Financial since 2012. Outside of his advisory role, Hiser serves on the executive committee of Chicago Baseball Cancer Charities and is a trustee for Friends of HE Parks, Hoffman Estates Park District Foundation. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans, offering asset management, financial planning, and retirement-plan consulting. The firm combines quantitative optimization, third-party research, and manager selection to tailor portfolios and provides access to LPL-sponsored programs including algorithm-based Guided Wealth Portfolios.

James Hagen is a financial advisor at BCU Wealth Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Thrivent Financial. Outside of advising, he is a licensed real estate agent with Keller Williams Momentum and provides foster care services. BCU Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with portfolio management, financial planning, and investment consultation. The firm employs a core-plus-satellite investment approach using third-party managers and model portfolios, and operates a significant wrap fee program.

Luis Marroquin is a financial advisor at Expressive Wealth LLC in Chicago, IL, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Empowered Network and Syd Jerome. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis, with portfolios that may include alternatives, options, and various trading strategies.

Justin Stender is a financial advisor at Alley Company with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Morningstar Investment Services, Inc. for 24 years before joining Alley Company. Alley Investment Management Company provides discretionary separate-account portfolio management primarily for high-net-worth individuals, institutions, foundations, and family offices. The firm focuses on tax-conscious, long-term large-cap equity strategies combined with customized asset-allocation programs, utilizing ETFs, options, and margin where appropriate.

Michael Mack is a CFP® professional with 17 years of industry experience. He is a member of Mack Investment Securities, Inc., where he has worked since 2020. Prior to this, he held roles at JP Morgan Securities, LLC and JP Morgan Chase Bank from 2016 to 2019. Outside of his financial advisory work, he owns Midwest EMF Solutions LLC, a company that assesses homes for environmental health issues. Mack Investment Securities serves individual investors, retirement and pension plans, and institutional accounts, offering portfolio management, financial planning, and pension consulting. The firm’s investment approach emphasizes a manager-of-managers model through its Money Managers Plus program, utilizing both discretionary and non-discretionary advisory services with various tactical and timing strategies.

Daniel Nagel is a financial advisor with TSFG, LLC in Lake Forest, Illinois, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with TSFG, LLC since 2015 and has a concurrent affiliation with LPL Financial dating back to 2004. Outside of advisory services, he has engaged in offering non-variable insurance products including disability and universal life insurance. TSFG, LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs fundamental analysis in security selection, tailoring portfolios to client objectives, and offers additional services such as retirement-plan advisory and review of clients’ outside assets.

Peter Vick is a financial advisor at Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses with 40 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, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm provides financial planning, portfolio management, and pension consulting through advisory accounts on the Pershing platform, with a focus on predominantly non-discretionary management and offering various client-directed advisory options.

Mark Stephens is a CFP® and Series 66-registered advisor at Pendulum Wealth Partners with five years of industry experience. Prior to joining Pendulum, he worked at Ameriprise Financial Services, LLC. Outside of advisory work, he is the owner of Bomark Cleaning Service Inc., a janitorial business. Pendulum Wealth Partners is a team of nine advisors serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and family office services. The firm employs a fundamental, primarily long-term investment approach using diversified portfolios and operates under common control with an affiliated tax and accounting firm.

Jeffrey Thrana is a CFP®-certified financial advisor with 27 years of industry experience. He currently works at Pendulum Wealth Partners and has held prior roles at firms including Ameriprise and Wells Fargo Funds Management. Pendulum Wealth Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $283 million and follows a fundamental, long-term investment approach tailored to client goals and risk tolerance.

Randy Addie is a financial advisor with 25 years of industry experience, currently with 1834 Investment Advisors Co. He holds Series 65 and Series 63 licenses. His prior roles include positions at Old National Bank, LPL Financial LLC, Sentry Insurance, and Ameriprise Advisor Services. Randy also serves as Vice President at Old National Bank, a subsidiary of Old National Bancorp. 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 within a framework guided by written Investment Policy Statements.

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.

Stacy Bromann is a financial advisor at The Dala Group, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Bromann serves as an ambassador for the Huntley Chamber of Commerce. The Dala Group serves individual and high-net-worth clients through portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm employs a combination of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using ETFs, mutual funds, individual equities, fixed income, and REITs.

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 Series 65 designated advisor with 29 years of industry experience. He is a principal at Urban Financial Advisory Corporation in Evanston, IL, where he has worked since 1990. Urban Financial Advisory Corporation serves mid- to high-net-worth individuals and related entities, offering comprehensive financial planning and portfolio management. The firm integrates accounting and legal services alongside its advisory work, and specializes in advising clients with complex employer-sponsored retirement and compensation plans.