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.

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.

Paul Tromp is a CFP® professional with six years of industry experience. He has been with Trifecta Capital Advisors, LLC since 2022 and previously worked at BMO Harris Bank for 20 years. Trifecta Capital Advisors serves individuals, high-net-worth clients, families, business owners, trusts, foundations, and other entities with discretionary investment management and financial planning services. The firm combines long-term strategic asset allocation with tactical adjustments based on proprietary market assumptions and various analyses, managing approximately $712 million with a small advisory team.

Jeffery Mowery is a CFP® with 26 years of industry experience. He has been with Mowery & Schoenfeld Wealth Management, LLC since 1999 and is also the managing member of Mowery & Schoenfeld, LLC, a CPA firm. He holds a life and health insurance license. Mowery & Schoenfeld Wealth Management, LLC serves individuals, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes portfolios using quantitative tools and a mix of investment vehicles, and it manages approximately $389 million in assets across about 161 client relationships.

Krassimira Marinkova is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at RMB Capital LLC and VennWell LLC. Mowery & Schoenfeld Wealth Management advises individuals, including high-net-worth clients, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes portfolios using quantitative tools and a mix of mutual funds, ETFs, and individual securities, serving approximately 161 client relationships with $389 million in assets under management.

Jim Calaway is a financial advisor at Roberts, Glore & Co. with 31 years of industry experience. He has been with Roberts, Glore & Co. since 1993 and also worked at La Salle St. Securities, Inc. from 1993 to 2017. Calaway holds Series 63 and Series 65 licenses and serves as a trustee for trust accounts. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm creates customized portfolios based on clients’ long-term goals and risk tolerance, focusing on fundamental analysis of equities and fixed-income holdings, with modest use of alternative assets.

Vernon Armour is a financial advisor at Uhlmann Investment Management, L.L.C. with 34 years of industry experience. He has been with Uhlmann Price Securities since 2007. Vernon holds Series 63 and Series 65 licenses. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management services to individuals, institutions, and trusts, focusing on fundamental analysis and long-term asset allocation. The firm offers a range of portfolio solutions including UIM-managed portfolios, third-party advisor programs, and managed-account options, often incorporating diverse asset classes and client-specific restrictions.

Anthony Madonia is a Series 65-licensed financial advisor with Financial Transparency in Des Plaines, IL, bringing nine years of industry experience. He is also the president and owner of Anthony J. Madonia & Associates Ltd., a law firm established in 1995 with seven attorneys. Additionally, he co-owns two advisory businesses focused on assisting clients with small business matters and provides trustee services for selected law firm clients. Financial Transparency offers investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a network of independent advisory representatives. The firm employs an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, utilizing both passive and active strategies tailored across several programs with ongoing portfolio monitoring and rebalancing.

William Anderson is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Eastgate Capital Advisors LLC since 2017. Prior to joining Eastgate, he was not employed in the financial industry from 2013 to 2017. Outside of his advisory role, Anderson operates a home repair business. Eastgate Capital Advisors provides multi-family office and comprehensive wealth management services to affluent individuals, families, retirement accounts, trusts, and other legal entities. The firm offers customized portfolio construction using modern portfolio theory and a range of investment vehicles, delivering both discretionary and non-discretionary advice tailored to client preferences.

Jenny Selvaggio is a CFP® with 10 years of industry experience, currently serving as an advisor at Coyle since 2020. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and William Blair and Company LLC. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, offering discretionary and non-discretionary asset management along with financial assessment, wealth advisory, project-based planning, and family legacy services. The firm’s investment approach integrates tactical and strategic asset allocation, individualized portfolio construction, and security-level analysis using sub-managers and third-party software.

Marvin Reinglass is a financial advisor with Signature Financial Services, Ltd in Arlington Heights, IL, holding the CFP®, PFS™, and Series 66 designations, with 26 years of industry experience. He has worked at First Heartland Capital, Inc. since 2001 and Wipfli, LLP from 2016 to 2020. Outside of investment advisory, he is involved in business consulting and management through R and P Financial Services. Signature Financial Services, Ltd provides portfolio management and financial planning to individuals, pension plans, trusts, estates, and business entities, using a modern portfolio theory approach with model portfolios of mutual funds, ETFs, and third-party asset allocation strategies. The firm serves clients on both discretionary and non-discretionary bases and acts as an ERISA 3(21) co-fiduciary for employee benefit plans.

Nicole Hansen is a financial advisor at Fort Sheridan Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Fort Sheridan Advisors, she held roles at Davidson Hospitality Group and the University of Nebraska. Fort Sheridan Advisors serves a diverse client base including high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients. The firm employs a long-term, value-investor approach combined with quantitative and qualitative methods, and is known for its use of derivatives and private investment activities.