Daniel Borello is a financial advisor at James T. Borello & Co. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2016. James T. Borello & Co. provides investment advisory and financial planning services to individuals, high-net-worth clients, family offices, small businesses, trusts, and other entities. The firm combines discretionary investment management with financial planning, utilizing asset allocation models supported by quantitative and qualitative analysis, third-party research, and periodic portfolio reviews.

Todd Needlman is a financial advisor at Parkside Investments, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Parkside Investments since 2018, following five years at Interactive Brokers LLC. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, and other institutional clients. The firm employs a long-term, fundamental analysis-driven approach focused on large-cap core equity portfolios, supplemented by fixed income, ETFs, option-based strategies, and private investment allocations.

Colleen Nesslar is a financial advisor at Pendulum Wealth Partners with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Ameriprise, Wealth Enhancement Group, Raymond James Financial, and Charles Schwab. Pendulum Wealth Partners serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing investment advisory and financial planning services. The firm employs a fundamental, long-term investment approach and offers a family office suite alongside discretionary portfolio management and standalone financial planning.

Hannah Carter is a financial advisor at Carter Financial Group, Inc. with four years of industry experience. She holds a Series 65 designation and has worked at several firms, including LILA and Saint Julivert. In addition to her advisory role, she is licensed as an insurance agent specializing in life, accident, and health insurance. Carter Financial Group, Inc. is a team of five advisors managing approximately $382 million for individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm utilizes proprietary model portfolios and a range of investment strategies, combining quantitative and technical analysis with third-party research.

Colin Hartwell is a financial advisor at Essex LLC with a Series 65 credential and is early in his career. His work history includes multiple roles at Essex LLC since 2023 and prior experience in education at various schools and Miami University. Essex LLC is a registered investment adviser managing approximately $649 million across individual and institutional clients. The firm uses a multi-member investment policy committee to develop model portfolios with a mix of fundamental, technical, and sector analysis, offering both discretionary and non-discretionary portfolio management and financial planning services.

Heather Wright is a CFP® professional with 22 years of experience, currently serving at BCU Wealth Advisors, LLC. She has been with BCU Wealth Advisors since 2017 and has prior experience at LPL Financial, CUSO Financial Services, Gem Financial Advisors, and Coldwell Banker. 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, utilizing third-party managers and model portfolios, and operates a significant wrap fee program that covers transaction costs for participating accounts.

Edward Horwitz is the president of E. A. Horwitz LLC with 34 years of industry experience. He has worked at LaSalle St. Securities, LLC, Westerm International Securities, Inc., and has led his own firms, including Horwitz & Associates since 1991. Outside of his advisory roles, he serves as chair of Sigma Alpha Epsilon Investments, oversees scholarship awards as RMCC Scholarship Chair, and is treasurer on the board of The Lodge of Northbrook. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients. The firm employs a conservative, principal-preservation investment approach tailored to client needs and integrates tools such as options and fixed-income trading to manage risk and generate income.

Teresa Mitchell is a CFP® with 25 years of experience in financial advisory services. She is affiliated with Signature Financial Services, Ltd and has a background that includes a long-standing accounting practice under Teresa L. Henley CPA since 1996. Mitchell also maintains an accounting practice outside of her advisory work. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven and grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of mutual funds and ETFs, with a focus on periodic rebalancing rather than high-frequency trading.

Rebecca Fragassi is a CFP® professional with nine years of industry experience. She has been with Coyle Financial Counsel since 2007. Based in Glenview, IL, she works within a team of 11 advisors at Coyle. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities, providing asset management, wealth advisory, and financial assessment services. The firm combines tactical and strategic asset allocation with various analytical methods and offers both discretionary and non-discretionary management, including an automated sub-adviser program for smaller accounts.

Jingbo Pan is a financial advisor at Vestech Asset Management Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Coastal Investment Advisors and Axiom Capital Management. Outside of advising, he is president of J&Y CPA Consulting Company, P.C., an accounting and tax consulting business. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a mix of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both discretionary management and project-based planning.

John Gillespie is a CFA® charterholder with 15 years of experience in the financial industry. He currently serves as Senior Vice President at American Community Wealth Management, LLC and has held roles at firms including Triad Advisors, Alight Financial Advisors, and Charles Schwab. American Community Wealth Management offers investment advisory and financial planning services to individuals, business owners, charitable organizations, and pension plans. The firm uses a multi-platform investment approach that includes third-party managed programs and advisor-managed portfolios tailored to client objectives and risk tolerance.

Kevin Rochford is a financial advisor at Clearwater Capital Partners with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Bernstein, Satter Management, and Bessemer Investor Services, Inc. Clearwater Capital Partners serves individual and high-net-worth clients as well as institutional clients including sovereign wealth funds, banks, and government entities. The firm employs a range of strategies including asset allocation, fundamental and quantitative analysis, and options strategies, offering discretionary portfolio management and a suite of services that include family office and retirement plan advising.

Camilla Corso is a CFP® professional with 14 years of experience in financial advising. She has been with DigioVine Hnilo Jordan + Johnson, Ltd. since 2010. Corso is based in Bartlett, IL, and works as part of an eight-advisor team at DHJJ Financial Advisors. DHJJ Financial Advisors manages approximately $543.5 million and serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm integrates investment management with access to tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a variety of investment vehicles.

Matthew Cavanaugh is a financial advisor at XXI Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at MAI Capital Management LLC, Intersect Capital LLC, GTS Securities, LLC, TRU Trading LLC, and CMZ Trading. XXI Wealth serves individuals, high-net-worth clients, trusts, estates, and select retirement plans, providing comprehensive financial planning and portfolio management. The firm employs tailored asset-allocation strategies including a range of investment vehicles and is notable for its use of margin and derivatives within separately managed accounts, serving a limited client base with a customized service model.

Daniel Bouska is a financial advisor with TSFG, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with TSFG, LLC (doing business as Alchemy Advisors) since 2015 and has also been affiliated with LPL Financial, LLC since 2004. Outside of advisory services, he offers life and fixed annuities to clients through TS Financial Group, LLC. TSFG, LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm employs fundamental analysis in security selection and manages client portfolios with a tailored approach, conducting regular reviews and offering financial planning at no additional charge to existing clients.

David Jutovsky is a financial advisor at Financial Solutions Advisory Group with 23 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Financial Solutions Advisory Group in 2019, he worked at Hightower Advisors LLC and Leonetti & Associates, LLC. Outside of his advisory role, he serves as president of JDL Private Tax Services, a tax preparation company. Financial Solutions Advisory Group manages around $900 million in discretionary assets for individuals, corporations, pension and profit-sharing plans, and trusts. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop and implement client investment policies, and it emphasizes pension plan consulting and participant education as part of its services.

Kevin Carter is a CFP® professional with 39 years of industry experience, currently serving at Carter Financial Group, Inc. and Mutual Securities, Inc. since 2019. His prior experience includes five years at VOYA Financial Advisors. Outside of his advisory roles, he is an independent insurance agent focusing on life, health, and Medicare supplement insurance. 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 quantitative analysis combined with external platforms to manage client assets, offering both discretionary and non-discretionary management along with specialized services such as retirement plan participant account management and cash management solutions.

Arthur Frasca is a financial advisor at Regal Advisory Services, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Noble Capital Partners since 2007. Outside of advising, he serves on the boards of VIBE Credit Union and multiple local governmental committees in Waterford Township, Michigan. Regal Advisory Services, Inc. provides financial planning, portfolio management, and retirement plan advisory services to individuals, including high-net-worth clients, as well as trusts, foundations, and business entities. The firm utilizes a combination of fundamental and quantitative research, offering discretionary and non-discretionary managed accounts through proprietary strategies and third-party platforms.

Casey Bloomer is a financial advisor at BCU Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Baxter Credit Union, and Fifth Third Securities. Bloomer is involved in administrative support activities within BCU Wealth Advisors. 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 through a core-plus-satellite approach using third-party managers, model portfolios, and customized strategies.

Justin Nolan is a financial advisor at Essex LLC with 10 years at the firm and 4 years of industry experience. He holds Series 63 and Series 65 certifications. Outside of his advisory role, Nolan serves as a director for FPI Inc., a forging industry company, and participates on the finance committee of the Westmoreland Country Club in Wilmette, Illinois. Essex LLC is a registered investment adviser that serves individuals, trusts, retirement plans, pension, and charitable organizations. The firm manages approximately $649 million across various client accounts using a multi-member investment policy committee and a mix of fundamental, technical, and sector analysis to construct and monitor portfolios.