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.

Michael Hickey is a financial advisor at Regal Advisory Services, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Regal Securities since 2023, following positions at Level Four Advisory Services and Level Four Financial, LLC. 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 uses a combination of fundamental and quantitative research, offering a range of managed account programs through proprietary platforms and third-party managers, with options for discretionary and non-discretionary management.

Charles Ieuter is a financial advisor at Sequoia Wealth Management, LLC with over 41 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes work at LPL Financial since 2014 and founding Secure Futures, Ltd. in 1983, where he currently serves as president. Sequoia Wealth Management serves individuals, trusts, estates, corporations, and employer retirement plans, providing asset management, financial planning, and retirement-plan consulting. The firm uses a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios, offering both discretionary management and third-party strategist models.

Matthew Paprocki is a financial advisor at MEDIQUS Asset Advisors, Inc. in Chicago, IL, holding CFP® and CFA® designations with 10 years of industry experience. He has worked at MEDIQUS since 2016, with previous roles including positions at Sidley Austin, LLP and the Circuit Court of Cook County. Paprocki is also a licensed attorney, though he does not actively practice law. MEDIQUS serves individuals, retirement plans, and not-for-profit medical organizations, including a significant concentration of physicians and medical groups. The firm provides investment advisory, financial planning, educational services, and ERISA plan advisory, focusing on long-term asset allocation with discretionary management via the Betterment platform and comprehensive client reporting.

Robert Eisenberg is a financial advisor at SGL Financial, LLC with nine years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Before joining SGL Financial in 2022, Eisenberg worked at several firms, including Northwestern Mutual and Verity Asset Management. SGL Financial, LLC serves financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm provides portfolio management, financial planning, and sub-adviser oversight, emphasizing diversification and long-term asset allocation with a focus on treating cash as an asset class.

Chad Rawleigh is a CFA® charterholder with 10 years of industry experience, currently serving at Financial Solutions Advisory Group in Chicago, IL. He previously worked at Embree Financial Group. Financial Solutions Advisory Group advises high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a comprehensive investment process incorporating various analytical methods and offers a quarterly newsletter with general financial and market information.

Jonathan Wylie is a CFP® professional with 10 years of experience in financial advising. He is currently with BCU Wealth Advisors, LLC in Vernon Hills, IL, and has previously worked at LPL Financial, Baxter Credit Union, Cuso Financial Services, Woodbury Financial Services, and Reis Financial Services. 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 employs third-party managers and model portfolios alongside customized strategies.

Michael Applebaum is a financial advisor at Signature Financial Services, Ltd with 26 years of industry experience. He holds a Series 66 designation and has worked at Signature Financial Services, Ltd since 1998 and First Heartland Capital, Inc. since 2001. He also operates Applebaum & Associates, P.C., providing accounting and tax services. Signature Financial Services, Ltd 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 mix of mutual funds, ETFs, and other asset classes.

Mark Laspisa is a CFP® with 28 years of industry experience and has been with Vermillion Financial Advisors, Inc. since 1988. He is based in South Barrington, IL, and holds a Series 63 license. Vermillion Financial Advisors offers financial planning, investment advisory, and employer-sponsored retirement plan services to individuals, trusts, business entities, and pension/profit-sharing plans. The firm provides both stand-alone financial planning and ongoing investment advisory programs, utilizing model and customized portfolios with a non-discretionary approach and a range of client education and reporting services.

Michael Deering is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with four years of industry experience. He holds the PFS™ designation and has been associated with Mowery & Schoenfeld since 2011, working in both wealth management and as a tax partner involved in tax preparation and planning. Mowery & Schoenfeld Wealth Management advises individuals, including high-net-worth clients, and retirement plans, providing discretionary portfolio management, financial planning, and retirement consulting. The firm customizes portfolios based on client circumstances and risk tolerance, using a combination of mutual funds, ETFs, individual securities, and third-party money manager oversight.

Kimberly Velasco is a CFP® with 11 years of experience in financial advising. She has worked at The Dala Group, LLC since 2024 and previously held roles at Corient, Balasa Dinverno Foltz LLC, and WIPFLI Financial Advisors. The Dala Group serves individual and high-net-worth clients with portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies tailored to client objectives and risk tolerance.

Chad Anderson is a financial advisor at James T. Borello & Co. with four years of industry experience. His background includes roles in construction, insurance, and sports-related organizations such as the Miami Dolphins and Florida Panthers. He also has experience running One Time Show LLC. James T. Borello & Co. serves individuals, high-net-worth clients, family offices, small businesses, trusts, and other legal entities, managing approximately $514 million across about 700 client relationships. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing asset-allocation models tailored to client goals and employing quantitative analysis and third-party software.

Bryan Farrissey is a CFP® professional with 24 years of industry experience. He is currently with BCU Wealth Advisors, LLC, where he has worked since 2013, and also has a background at LPL Financial and CUSO Financial Services. Farrissey holds Series 63 and Series 66 licenses and has been associated with Baxter Credit Union since 2004. BCU Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $653.6 million in discretionary assets. The firm employs a core-plus-satellite investment approach utilizing third-party managers and model portfolios, and operates a significant wrap fee program through LPL Financial that covers transaction costs for participating accounts.

William Clark is a CFP® with nine years of industry experience currently affiliated with Nadler Financial Group, Inc. He previously worked at Ausdal Financial Partners, Inc., James T. Borrello & Co., and Kuhn Wealth Management. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a 15-advisor team, serving individuals, charitable organizations, business entities, and retirement plans. The firm employs tactical asset allocation with diversified mutual funds, ETFs, and alternative strategies, offering discretionary investment management along with financial planning and retirement-plan consulting services.

Brian Fritzsche is a CFP® and CFA® with seven years of industry experience. He has been with Moller Financial Services since 2018 and previously worked at DRW Trading for nine years. Moller Wealth Partners provides personal financial planning and investment management to individuals, families, and trusts, focusing on areas such as tax and estate planning, charitable giving, education funding, and special needs planning. The firm uses a fee-only model with strategic asset allocation primarily through low-cost mutual funds and ETFs, managing most client assets on a discretionary basis.

James Hendricks is a CFP® professional with 23 years of industry experience, currently serving at Hendricks Wealth and Estate Management. His prior roles include positions at Hero Investment Planners LLC, J.G. Hendricks Financial Services, Cetera Advisors LLC, and Investors Capital Corporation. He is also the owner of J.G. Hendricks Financial Services, where he works as an investment advisor. Hendricks Wealth and Estate Management advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting, employing a range of analytical approaches and offering coordinated legal, tax, and insurance services through affiliated professionals.

Phillip Coad is a CFP® professional with 14 years of industry experience, currently serving at Vermillion Financial Advisors, Inc. in South Barrington, IL. He has been with Vermillion Financial Advisors since 2005, working as part of a six-advisor team. Vermillion Financial Advisors provides financial planning, investment advisory, and employer-sponsored retirement plan services to individuals, trusts, business entities, and pension/profit-sharing plans. The firm offers both stand-alone financial planning and ongoing investment advisory programs, utilizing model and customized portfolios along with structured service tiers and educational workshops for plan participants.

Charles Melka is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Sequoia Wealth Management, LLC since 2015. He also maintains a role with LPL Financial, LLC, where he has worked concurrently since 2015. Melka provides financial advisory services including insurance policy servicing for his clients. Sequoia Wealth Management serves individuals, trusts, estates, corporations, and employer retirement plans, offering asset management, financial planning, and retirement-plan consulting. The firm uses a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios and provides both discretionary management and third-party strategist models.

Amanda Link is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior work includes roles at LPL Financial, Baxter Credit Union, CUSO Financial Services, and Sunamerica. 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 with third-party managers and model portfolios, managing approximately $653.6 million in discretionary assets for around 870 clients through a team of 15 advisors.