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 with Landolt Securities, Inc. in Lake Bluff, IL, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been associated with Landolt Securities since 2018 and has engaged in various business ventures, including serving as a high school football coach and providing advisory services to a software development firm. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities, managing $137.8 million in regulatory assets. The firm employs fundamental analysis with a focus on small-cap growth stocks and offers both discretionary and non-discretionary portfolio management, while also utilizing third-party asset management programs tailored to client risk profiles.

Alexis Swaney is a Series 65-licensed financial advisor with The Dala Group, LLC, where she has worked since 2026. Prior to joining the firm, she held roles related to human ecology and participated in various community and business activities. The Dala Group provides portfolio management, comprehensive financial planning, and limited consulting services to individuals, including high-net-worth clients, and business entities. The firm employs multi-disciplinary analysis and asset allocation strategies across a range of securities, serving both discretionary and non-discretionary mandates.

Marilyn Bilyk is a financial advisor at Journey Financial Group, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Journey Financial Group since 1997, previously affiliated with Royal Alliance Associates, Inc. She is also a licensed insurance agent and provides notary public services to clients. Journey Financial Group serves individual investors, retirement plans, charitable organizations, and corporate clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses written plans and reporting to document goals and recommendations, employing both fundamental and technical analysis in security selection.

George Hemsley is a CFP® with 28 years of experience in the financial services industry. He has been with Hemsley Advisors, Ltd. since 1988 and continues to advise clients through this firm based in Barrington, IL. Hemsley Advisors, Ltd. provides asset management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm uses a fundamental analysis and long-term investment approach to develop individualized portfolios and offers both discretionary and non-discretionary management, with financial planning available as part of their services or as standalone engagements.

Michael Burke is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, Illinois. He holds Series 63 and Series 66 licenses and has 37 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 assets for individuals, high-net-worth clients, pension plans, charities, and business accounts. The firm offers financial planning, portfolio management, and pension consulting, with a majority of assets managed on a non-discretionary basis through various advisory programs and third-party managers.

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 holding a Series 66 designation and one year of industry experience. His background includes roles at LPL Financial LLC and TS Financial Group, LLC, along with prior work in higher education and the restaurant sector. He provides administrative support to TSFG, LLC, an independent investment advisory firm. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients with investment advisory, financial planning, and employer planning services. The firm offers discretionary portfolio management tailored to client goals, utilizing a multi-disciplinary investment process and sponsoring a wrap fee program with a unique ownership and affiliation structure.

Alan Krause is a financial advisor at Clearwater Capital Partners with 17 years of industry experience. He holds a Series 65 designation and has worked at Clearwater Capital Partners since 2008. Krause also serves as Chief Operations Officer at Shodeen Group, a real estate development company, and is a director at Porte Brown, a certified public accounting firm. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, providing services including private wealth management, institutional advisory, and retirement plan strategies. The firm manages portfolios based on written Investment Policy Statements and employs a range of analytical approaches, with access to alternative investments and private placements.

James Chapman is a financial advisor at Clearwater Capital Partners with 12 years of industry experience. He holds a Series 65 designation and has been with Clearwater in various capacities since 2016. In addition to his advisory role, he is involved in the sale of life and long-term care insurance as part of a comprehensive financial plan. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves individual, high-net-worth, and several institutional clients, employing a range of investment strategies including asset allocation, fundamental and quantitative analysis, options strategies, and thematic exploration.

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.

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.

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.