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.

Brett Grossman is a financial advisor at Factor Wealth Management with two years of industry experience. He holds a Series 65 designation and has previously worked at PNC Financial Services Group and other organizations. Factor Wealth Management Ltd. serves individuals, high-net-worth clients, business entities, charitable organizations, and pension and profit-sharing plans with investment management, financial planning, pension consulting, and third-party adviser selection. The firm uses a long-term, systematic, risk-based approach focused on broad global diversification and managing portfolio turnover, trading costs, and investor behavior.

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 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bridgeway Wealth Partners, Avenir Private Advisors, Bank of America, Merrill, and Managed Account Advisors. Wealth Effects provides discretionary wealth management, financial planning, and investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm uses a combination of fundamental and technical analysis to build primarily long-term portfolios with individual stocks, ETFs, mutual funds, bonds, and options, managing accounts mostly on a discretionary basis with regular reviews.

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.

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.

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.

Neha Howery is a CFP® and CFA® at Studio Investment Management in Chicago, with 11 years of industry experience. She has been with Studio Investment Management since 2011. Studio Investment Management provides discretionary investment management, financial planning, and investment consulting for individuals, high-net-worth clients, trusts, partnerships, retirement plans, and certain government entities. The firm emphasizes fundamental analysis, price sensitivity, and a long-term mindset, managing portfolios with individual stocks and bonds, ETFs/ETNs, mutual funds, and options while incorporating cost awareness across fees and taxes.

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 credentials and has worked at several firms, including Arbor Financial Services, LLC and Alpha Cubed Investments, LLC. Since 2006, he has also served as Chief Investment Officer and Partner at Edge Financial Advisors, LLC, focusing on investment management and client services. Legacy Financial Advisors is a multi-advisor team managing approximately $1.5 billion in client assets for individuals, families, businesses, and charitable organizations. The firm provides financial planning and discretionary portfolio management with an investment approach centered on diversification and asset allocation across traditional and alternative investments.

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 over 41 years of industry experience. His prior work includes roles at UPS Holdings, LLC and Alternative Investment Services, LLC, and he has been associated with Uhlmann Price Securities, LLC for more than two decades. Outside of his advisory work, he is a managing member of ARK Investors Fund LLC and a member of Hamlet's House LLC, which creates children’s content for production, as well as serving 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, utilizing fundamental analysis and long-term asset allocation. The firm offers a range of managed-account solutions and integrates third-party managers while accommodating client-imposed restrictions.

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.