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 ChFC® credentialed advisor with over 31 years of industry experience. He is president of North Star Investment Management Corporation and North Star Benefits LLC and has been with North Star Investment Management since 2009. Prior to this, he worked at PRP Advisors LLC and NewEdge Securities, Inc. In addition to his advisory role, he serves as president of an affiliated insurance and benefit planning firm, North Star Benefits LLC. North Star Investment Management serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in assets, employs a range of investment strategies, and sponsors multiple mutual funds that are often used in client portfolios.

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.

Erik Miller is a financial advisor at Essex LLC with a Series 65 designation and one year of industry experience. Prior to joining Essex, he worked at Safe Harbor Wealth Advisors and has a background including roles at Miami University and several golf and country clubs. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, and charitable organizations, managing approximately $649 million across 576 client accounts. The firm employs a multi-member investment policy committee to guide portfolio construction using a combination of fundamental, technical, and sector analysis across various asset classes.

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.

Christopher Ciupke is a CFP® credentialed financial advisor with Roberts, Glore & Co. in Deerfield, IL, bringing 21 years of industry experience. He worked at LaSalle St. Securities, L.L.C. for 12 years prior to his ongoing tenure at Roberts, Glore & Co. since 2004. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pensions, and nonprofit organizations. The firm manages approximately $938 million in assets, offering customized portfolio management focused on fundamental analysis and regular reviews, using mutual funds, ETFs, and primarily mid- and large-cap equities alongside fixed-income positions.

Michael Herrmann is a financial advisor with Uhlmann Investment Management, L.L.C. He holds Series 63 and Series 66 credentials and has 40 years of industry experience. His prior work history includes roles at Uhlmann Price Securities, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management services to individuals, institutions, and trusts. The firm’s investment approach is based on fundamental analysis and long-term asset allocation, using a diversified mix of stocks, bonds, ETFs, mutual funds, and alternatives tailored to clients’ objectives and risk tolerances.

Rishit Shah is a financial advisor at Simplicity Wealth with a Series 65 credential and one year of industry experience. Prior to his current role, he has held positions at NMS Portfolios, Discover, Kin and Carta, and other firms, including work as a software engineer. Outside of his advisory work, he is a registered health insurance broker 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, as well as other financial firms. The firm offers financial planning, portfolio management, and retirement plan services, utilizing a fund-of-funds strategy with ETFs, mutual funds, and model portfolios that incorporate independent managers and optional overlays like tax optimization.

Dennis Ryan Jr. is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Midway Wealth Partners, LLC and World Equity Group, Inc. He is also an author, having published a book in 2022 available on Amazon. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services with access to alternative investments and retirement plan advisory.

Todd Rollins is a CFP® with 18 years of industry experience, currently affiliated with World Equity Group, Inc. in Schaumburg, IL. He has previously worked at Summit Financial, LLC and Midway Wealth Partners, LLC. Outside of his advisory role, he is involved in managing personal service workers who assist his disabled brother through a home-based service program. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and other entities. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Gary Komarek is a ChFC® credentialed financial advisor with 17 years of industry experience. He has worked at Sound Income Strategies, LLC since 2016 and is also the president of North Shore Asset Management & Tax Advisory, Inc., where he oversees income tax preparation and insurance sales. His prior experience includes Capital Asset Advisory Services, LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services such as asset management, financial planning, ERISA plan services, and insurance planning through affiliated channels.

Tyler Braun is a financial advisor with Harbour Investments, Inc. in Libertyville, IL, holding Series 63 and Series 65 designations and 16 years of industry experience. He has worked with 818 Capital Group, LLC, and The Tranel Group, LLC since 2010. Outside of his advisory work, he was involved with Tb Taxidermy for 17 years. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple execution platforms, with investment approaches varying by adviser and third-party manager.

Eric Schmitz is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. He has been with Crescent Grove Advisors since 2016. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory. The firm manages approximately $5 billion in assets and employs a customized investment process combining long-term strategic allocations with tactical adjustments, supported by an investment committee that conducts manager due diligence and monitoring.

Rob Kubik is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2025, and as a Financial Consultant at the same firm from 2016 to 2021. Before joining Fidelity Investments, Rob was a Financial Advisor at Edward Jones from 2014 to 2016. Rob specializes in helping clients maximize their workplace benefits, build wealth, and plan for retirement with a focus on tax-efficient investing. He employs a holistic approach to financial planning, aiming to create intentional and well-structured financial strategies. [No information was provided regarding Rob's education, credentials, personal interests, or community involvement.]

Sean Hughes is a Series 66-licensed advisor with 12 years of industry experience. He is currently with Wealth Watch Advisors, Inc and has previously worked at FOUNDATIONS INVESTMENT ADVISORS, LLC and Hughes & Dern Financial Group. Outside of his advisory work, he is an independent insurance agent involved in Medicare, life, and annuity sales. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and financial institutions. The firm employs a mix of quantitative, qualitative, and technical methods, utilizing third-party model managers for portfolio management across a broad range of investment strategies.

Peter Crabtree is a financial advisor at First Advisors National, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Paradigm Life Insurance Company, Prosperity Economics Partners LLC, and infinex Investments, Inc. Outside of his advisory role, he is involved with MooseLake LLC, operating businesses that buy and wholesale residential properties. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes manager selection and monitoring, supplemented by fundamental analysis of individual securities.

Travis Smyczynski is a CFP® certified financial advisor with 11 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2018 and previously worked at Axa Advisors, LLC. In addition to his advisory role, he is involved in independent insurance sales on a limited basis. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory services tailored to client objectives and uses multiple custodians while maintaining dual registration as both a registered investment adviser and a broker-dealer.