Pei Liu is a financial advisor at E. A. Horwitz LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at E. A. Horwitz LLC since 2017, with prior experience at Western International Securities, BFC Planning, and Berthel, Fisher & Company Financial Services. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment approach tailored to individual needs. The firm employs tools such as options and fixed-income trading to manage risk and generate income, while coordinating with other professionals and maintaining formal training and supervision for staff.

Brian Burkhart is a financial advisor at Wealth Effects with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bridgeway Wealth Partners, Avenir Private Advisors, Bank of America, Merrill Lynch, and Managed Account Advisors. Wealth Effects provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm combines personal engagement with portfolio management and retirement-account advice, using a mix of fundamental and technical analysis to guide primarily long-term investment decisions.

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.

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 designations and has previously worked at Arbor Financial Services, Alpha Cubed Investments, and has been Chief Investment Officer and Partner at Edge Financial Advisors since 2006. LEGACY FINANCIAL Advisors serves a diverse client base including individuals, families, businesses, retirement plans, and charitable organizations, providing comprehensive financial planning, estate planning, risk management, and discretionary portfolio management. The firm employs a multi-advisor team approach and emphasizes diversification and asset allocation, managing traditional and alternative investments across approximately $1.5 billion in client assets.

Lauren Genuardi is a CFP® with 14 years of industry experience and is currently with Expressive Wealth LLC, where she has worked since 2024. Her prior experience includes positions at Telemus Capital, LLC and Barrington Strategic Wealth Management Group LLC. She is also an independent insurance agent. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, providing discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm uses a multi-strategy investment approach tailored to client goals and is notable for its ERISA fiduciary services and management of defined-contribution participant accounts through aggregation platforms.

Mathew Douvikas is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding Series 66, Series 63, and Series 65 credentials and bringing 11 years of industry experience. His background includes roles at LPL Financial, Baxter Credit Union, CUSO Financial Services, PNC Bank, and JP Morgan Securities. 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, with a substantial wrap fee program that covers transaction costs for participating accounts.

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.

William Luzzo is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL. He holds the Series 66 designation and has five years of industry experience. His work history includes roles at LPL Financial LLC, CUSO Financial Services, Thrivent Financial, and Northwestern Mutual. 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 that incorporates third-party managers and model portfolios alongside customized strategies.

Alan Konn is a financial advisor with Uhlmann Investment Management, L.L.C., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at UPS Holdings, LLC, Alternative Investment Services, LLC, and Uhlmann Price Securities, LLC. Outside of his advisory role, he is a managing member and significant owner of ARK Investors Fund LLC and a member of Hamlet's House LLC, which focuses on producing children's content, and serves on the board of an aircraft supply and maintenance company. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, using fundamental analysis and long-term asset allocation to build portfolios that include stocks, bonds, ETFs, mutual funds, and alternative investments. The firm operates as a subsidiary of Uhlmann Price Securities and integrates advisory and brokerage capabilities with third-party manager programs.

Alissa Hirsh is a financial advisor at Fort Sheridan Advisors LLC with seven years of industry experience. She holds the Series 66 designation and previously worked at Hall Capital Partners LLC and Western International Securities, Inc. She is also involved with Karmin Capital Management. Fort Sheridan Advisors LLC provides discretionary investment management and institutional advisory services to family offices, high-net-worth individuals, pensions, endowments, trusts, charitable organizations, and other businesses. The firm employs a long-term, value-oriented approach using quantitative optimization, computer models, technical analysis, and qualitative judgment.

Michael Nadler is a CFP® and PFS™ credentialed financial advisor with over 32 years of industry experience. He has been with Nadler Financial Group, Inc. since 2000 and also works with Ausdal Financial Partners, Inc. since 2009. Nadler serves as a board member of Amplify ETF Holding Company, contributing to strategic decisions. Nadler Financial Group, Inc. serves individuals, charitable organizations, business entities, and retirement plans by offering discretionary investment management and selective financial planning and retirement consulting. The firm employs tactical asset allocation with diversified vehicles and operates a multi-advisor structure with about 16 advisors managing approximately $1.9 billion in assets.

Vanessa Martinez is a financial advisor with Expressive Wealth LLC in Chicago, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at Em-Powered Network and Hightower Advisors. She volunteers with SER Summits Inc., a community-building organization that hosts an annual conference for Latino Financial Advisors. 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 employs a client-focused investment approach incorporating fundamental, technical, and cyclical analysis, with oversight of sub-advisors and quarterly account reviews.

Gino Poli is a Certified Financial Planner® with seven years of industry experience. He is currently with Pendulum Wealth Partners, having previously worked at Ameriprise, Alliance Global Partners, and J.P. Morgan Securities among others. Outside of advisory work, Poli is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Pendulum Wealth Partners serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary portfolio management and financial planning. The firm employs a fundamental, long-term investment approach and offers a family office suite including tax projections and estate strategies, managing approximately $283 million for around 267 clients.

Jonathan Rick is a Series 66-licensed financial advisor with 25 years of industry experience. He has been with B.B. Graham & Company, Inc. since 2007. Rick is also president and sole owner of Grace Wealth Management, LLC, an investment and financial business affiliated with his firm. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm utilizes fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often working with third-party managers.

David Smestuen is a financial advisor at Coyle with a Series 65 designation and three years of industry experience. Prior to joining Coyle Financial Counsel, LLC in 2021, he worked at Cobalt Robotics and held roles in other businesses, including Old Timers Cowboy Kitchen. He also served nine years in the United States Marine Corps. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, offering discretionary and non-discretionary asset management alongside financial assessment, wealth advisory, and family legacy services. The firm employs a combined tactical and strategic investment approach, utilizing sub-managers and third-party software for security-level analysis, and supplements traditional advisory work with educational content and project-based family coordination services.

Ari Lazar is a financial advisor at Baldwin Wealth Partners, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Baldwin Wealth Partners, he worked at Levin Capital Strategies and RGA Investment Advisors. Outside of his advisory role, Lazar coaches and judges high school gymnastics in Illinois. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, charitable organizations, and pooled investment vehicles. The firm employs a combined top-down macro framework and bottom-up fundamental research, managing portfolios across five core asset classes with attention to ESG factors and offering specialized services such as management of private funds and tax-aware equity strategies.

Alan Chambers is a financial advisor at Nadler Financial Group, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Ernst & Young, LP and Guggenheim Partners, Inc. before joining Nadler Financial Group in 2021. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans with discretionary investment management and financial planning services. The firm uses tactical asset allocation across diversified vehicles and offers a specialized program for smaller accounts, supported by a multi-advisor team managing approximately $1.9 billion in assets.

Mclain Tallungan is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Journey Financial Group and OSAIC since 1997. Outside of advising, he provides notary public services to clients at no charge. Journey Financial Group serves individual investors, including high-net-worth clients, as well as retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing both fundamental and technical analysis in its investment approach.