George Carroll is a financial advisor at Regal Advisory Services, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Regal Securities and Loyola Marymount University, among other organizations. Regal Advisory Services serves individuals, retirement plans, trusts, foundations, and businesses by providing financial planning, portfolio management, and retirement plan advisory services. The firm employs a combination of fundamental and quantitative research to implement portfolios using proprietary offerings and third-party managers, often using non-discretionary advisory arrangements where clients retain final trading authority.

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® and holds a Series 65 license with 15 years of experience in the financial industry. He has worked at IRON Financial LLC since 2006. Connolly is part of Essex LLC, a team-based registered investment adviser located in Deer Park, IL. Essex manages approximately $563 million for around 600 clients, including individuals, high-net-worth clients, employer-sponsored retirement plans, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs model portfolios and uses fundamental, technical, and sector analysis to guide asset selection and rebalancing, offering both discretionary and non-discretionary portfolio management along with financial planning services.

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™ credentialed advisor with eight years of industry experience. He is currently a senior wealth manager and shareholder at Nadler Financial Group, Inc., where he has worked since 2017. Prior to joining Nadler, he spent nine years at Ernst & Young US LLP. Nadler Financial Group serves individuals, charitable organizations, businesses, and retirement plans, providing discretionary investment management and targeted financial planning services. The firm employs tactical asset allocation across diversified vehicles and offers specialized programs for clients with smaller account sizes, supported by a multi-advisor team managing approximately $1.9 billion in assets.

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.

Jeffrey Feinendegen is a financial advisor at 15 Wealth Advisors LLC with 26 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at TSFG, LLC and LPL Financial, LLC. Outside of advising, he is an author of a general book about rules of living and is involved in a garage epoxy flooring dealership. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients by offering investment advisory, financial planning, and employer planning services. The firm uses a multidisciplinary investment process focused on ETFs, model allocations, and customized strategies, and it provides employer-level financial planning and retirement consulting along with its wrap fee program sponsorship and affiliated insurance agency ownership.

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 at Nadler Financial Group, Inc. with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Ausdal Financial Partners, Inc. since 2010 and Nadler Financial since 2005, where she is also a shareholder. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by providing discretionary investment management and, upon request, financial planning and retirement plan consulting. The firm employs tactical asset allocation across diversified vehicles and offers specialized programs for smaller accounts within a multi-advisor structure managing approximately $1.9 billion in 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.

Donald Mckiernan is a financial advisor with Landolt Securities, Inc. in Lake Bluff, IL, holding a Series 63 designation and over 41 years of industry experience. He has been with Landolt Securities since 2005. Outside of his advisory role, Mckiernan is the managing partner of Nekimi Equity Growth Fund I LLC, where he manages investments within a private equity fund. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages a significant portion of client assets in small-cap growth stocks and employs both short-term and long-term trading strategies tailored to client objectives.

Matthew Mc Kiernan is a financial advisor with Landolt Securities, Inc. in Lake Bluff, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Landolt Securities since 2018 and previously held roles at Miami University and the Aparium Hotel Group. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, and corporations, managing $137.8 million in regulatory assets. The firm focuses on fundamental analysis, primarily managing client assets in small-cap growth stocks, and offers both discretionary portfolio management and access to third-party asset management programs.

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.