Matthew Delduchetto is a financial advisor with Excalibur Management Corp in Wilmette, IL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at BNP Paribas Securities Corp. for five years before joining Excalibur Management in 2021. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth individuals, families, trusts, foundations, endowments, and closely held business entities. The firm combines top-down macroeconomic analysis with bottom-up fundamental and technical security analysis to tailor portfolios based on clients’ liquidity, tax, concentration, and cash-flow needs, managing approximately $712 million in regulatory assets for about 300 clients.

Roberta Ferguson is a financial advisor at Aberdeen Wealth Management LLC with 26 years of experience. She holds the CFP® and CFA® designations. Aberdeen Wealth Management LLC provides personalized, fee-only investment management and comprehensive financial planning to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a focus on global diversification and manages approximately $699 million in client assets.

Kevin Coyle is a financial advisor at Coyle with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Coyle Financial Counsel, Inc. since 1988, serving as its vice president. Outside of advisory work, he holds managerial roles in several business-to-business service companies and a publishing company. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, providing 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 various research methods to align portfolios with client goals and risk tolerance.

Kevin Mack is a financial advisor with Mack Investment Securities, Inc. in Northfield, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Mack Investment Securities since 2006. Mack Investment Securities advises individuals, pension and profit-sharing plans, corporations, and other custodial accounts, offering services such as portfolio management, financial planning, pension consulting, and market-timing. The firm employs a manager-of-managers structure combining sub-adviser oversight and firm-run model strategies, with some models allowing tactical asset allocation shifts and use of ETFs, including leveraged and inverse products.

Ronald D'ancona is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Alley Company. His prior work includes positions at Morningstar Inc. and Constellation Software. Alley Investment Management Company provides discretionary separate-account portfolio management primarily for high-net-worth individuals, institutions, foundations, and family offices. The firm focuses on a tax-conscious, long-term large-cap equity approach with low turnover, utilizing ETFs and occasionally options and margin, and offers customized asset allocation and sub-advisory services.

Marcie Pickard is a CFP® professional with nine years of industry experience, currently affiliated with Arthur M. Cohen & Associates LLC and Republic Partners. Her prior experience includes roles at Merrill and Bank of America, N.A. She holds the Series 66 designation. Arthur M. Cohen & Associates, LLC provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management and financial planning, tailoring investment strategies based on fundamental analysis and third-party research to clients’ time horizons and risk tolerances.

Edwin Watson is a CFP® with 14 years of industry experience, currently serving as an advisor at BCU Wealth Advisors, LLC since 2012. He also holds the position of Associate Director of Wealth Management at Baxter Credit Union. Additionally, he is a licensed insurance agent with various unaffiliated carriers. 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 using a core-plus-satellite approach that incorporates third-party managers and customized strategies.

Debbiann Frenzel is a financial advisor at Parkside Investments, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Parkside since 2018, previously spending 10 years at Cedar Hill Associates, LLC. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, and institutional clients with discretionary wealth management and portfolio management. The firm employs a fundamental, long-term large-cap core equity approach, supplemented by fixed income, ETFs, option-based strategies, and private investment allocations, managing over $1 billion in assets with a focus on proprietary pooled funds and performance-based compensation models.

Melvin Lubelski is a financial advisor with SGL Financial, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Fifth Third Securities, Cetera, and Bank Financial. He is also a licensed insurance agent. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard and emphasizes diversified asset allocation and long-term investment horizons, often implementing portfolios through third-party managers.

Michael Mazursky is a financial advisor with North Star Investment Management Corporation in Highland Park, IL. He holds the ChFC® and Series 63 designations and has 31 years of industry experience. He has worked with North Star since 2009 and NewEdge Securities since 2016. Outside of his advisory role, Mazursky serves as president of North Star Benefits LLC, an affiliated insurance and benefit planning firm. North Star Investment Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, family office services, and advises multiple mutual funds, managing approximately $2.5 billion in client assets.

Robert Youman is a financial advisor at E. A. Horwitz LLC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with E. A. Horwitz since 2016. He also serves as a board member of Finward Bancorp, a bank holding company. 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 combines small-firm client service with institutional trading and compliance infrastructure.

Nancy Fehrenbach is a CFP® and CFA® credentialed advisor with nine years of industry experience. She is currently with Nadler Financial Group, Inc. and Aisdal Financial Partners, Inc., having previously worked at Moller Financial Services, AMG National Trust, and Phase 3 Advisory Services. Fehrenbach is also registered as an Independent Insurance Agent, a role she has held since 2017. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, providing discretionary investment management and, upon request, financial planning and retirement plan consulting. The firm employs tactical asset allocation across diversified vehicles and offers a program tailored for smaller accounts alongside multi-advisor scale and institutional support from Schwab Advisor Services.

Martin Kohlieber is a financial advisor at SGL Financial, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining SGL Financial in 2022, he worked at E*TRADE Securities LLC from 2018 to 2022. SGL Financial, LLC is a fee-based investment adviser serving financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm focuses on broad diversification and long-term asset allocation, implementing portfolios primarily through third-party money managers and a sub-advisory relationship with Savant Capital.

Michael Collins is a financial advisor at Kingsbury Capital Investment Advisors LLC in Chicago, holding Series 63 and Series 65 designations with 26 years of industry experience. He previously worked at Robert W. Baird from 2010 to 2017 and was associated with Kingsbury Capital, Inc. from 2017 to 2019. Outside of his advisory work, he is a member of Valence Partners LLC, a member-managed LLC based in Chicago. Kingsbury Capital Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and institutional retirement advisory services, often managing accounts on a discretionary basis and providing ERISA-focused services for retirement-plan clients.

William Benjamin is a financial advisor at Eastgate Capital Advisors LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Vibez Fit, Downers Grove, and First Trust Portfolios, as well as four years at Loyola University Chicago. Eastgate Capital Advisors serves affluent individuals, families, retirement accounts, trusts, and other entities by providing multi-family office and comprehensive wealth management services, including investment management, financial planning, trust and estate coordination, and investment-related tax planning. The firm offers customized portfolios using modern portfolio theory and a variety of investment vehicles, with options for discretionary or non-discretionary management tailored to client preferences.

Christopher Ciupke is a CFP® credentialed financial advisor with Roberts, Glore & Co., bringing 20 years of industry experience. He has worked at Roberts Glore & Co. since 2004 and previously spent 12 years at LaSalle St. Securities, L.L.C. 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 offers customized portfolio management based on clients’ long-term goals and risk tolerance, emphasizing fundamental analysis of mid- and large-cap equities and individual fixed-income holdings.

Michael Herrmann is a financial advisor at Uhlmann Investment Management, L.L.C. with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Uhlmann Price Securities, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Herrmann is based in Skokie, Illinois. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management services to individuals, institutions, and trusts, employing a fundamental analysis and long-term asset allocation approach. The firm offers managed portfolios, third-party advisor programs, and managed-account solutions, integrating a mix of asset classes and allowing client-imposed restrictions.

Rishit Shah is a financial advisor at Simplicity Wealth with one year of industry experience. He holds a Series 65 credential and previously worked at NMS Portfolios and Discover, where he is also employed as a software engineer. Outside of his advisory role, he is a registered health insurance agent assisting individuals during open enrollment. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a “fund-of-funds” investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios monitored and rebalanced regularly, and provides technology and operational services to other advisers through its managed account platform.

Michael Drozd is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Citigroup, and JPMorgan Chase Bank. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs and supervises third-party managers, with a notable asset mix that includes a predominance of non-discretionary assets.

Kyle Dell is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at LaSalle St. Securities, RHM, Avenue Logistics, Airliner, American Metalcraft, and Glenbard West High School. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a diverse mix of asset classes and third-party managers.