Daniel Bouska is a financial advisor with TSFG, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with TSFG, LLC (doing business as Alchemy Advisors) since 2015 and has also been affiliated with LPL Financial, LLC since 2004. Outside of advisory services, he offers life and fixed annuities to clients through TS Financial Group, LLC. TSFG, LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm employs fundamental analysis in security selection and manages client portfolios with a tailored approach, conducting regular reviews and offering financial planning at no additional charge to existing clients.

David Jutovsky is a financial advisor with Financial Solutions Advisory Group in Chicago, IL, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked with HighTower Advisors LLC and Leonetti & Associates, LLC. Outside of his advisory role, he serves as president of JDL Private Tax Services, Inc., a tax preparation company. Financial Solutions Advisory Group advises high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting and education. The firm develops client-specific investment policies and employs a combination of fundamental, technical, quantitative, and qualitative analysis, offering both long- and short-term strategies.

Kevin Carter is a CFP® professional with 39 years of industry experience, currently serving at Carter Financial Group, Inc. and Mutual Securities, Inc. since 2019. His prior experience includes five years at VOYA Financial Advisors. Outside of his advisory roles, he is an independent insurance agent focusing on life, health, and Medicare supplement insurance. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios and quantitative analysis combined with external platforms to manage client assets, offering both discretionary and non-discretionary management along with specialized services such as retirement plan participant account management and cash management solutions.

Arthur Frasca is a financial advisor with Regal Advisory Services, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Noble Capital Partners since 2007. Outside of his advisory work, he serves as a director of VIBE Credit Union and is involved in several Waterford Township community boards, including the Zoning Board of Appeals and Planning Commission. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm employs a blend of fundamental and quantitative research tailored to client goals, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan advisory services.

Casey Bloomer is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at LPL Financial, Baxter Credit Union, CUSO Financial Services, BMO Harris Bank, and Fifth Third Securities. He also provides administrative support to BCU Wealth Advisors, an independent registered investment advisory firm. BCU Wealth Advisors 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 using third-party managers and model portfolios, including ESG and Target Allocation ETFs, and operates a substantial wrap fee program custodied at LPL Financial.

Justin Nolan is a financial advisor with Essex LLC in Deer Park, IL, holding Series 63 and Series 65 credentials and four years of industry experience. He has been with Essex LLC since 2016. Outside of his advisory role, he serves as a director for FPI Inc., a forging industry company based in Houston, Texas, and participates on the finance committee of Westmoreland Country Club in Wilmette, Illinois. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, pension, and charitable organizations. The firm employs a multi-member investment policy committee to construct model portfolios using fundamental, technical, and sector analysis across various asset classes, managing approximately $649 million for over 570 client accounts as of year-end 2025.

Roberta Ferguson is a CFP® and CFA® who has worked at Aberdeen Wealth Management LLC since 2000. She is based in Lake Bluff, IL and has 26 years of industry experience. Aberdeen Wealth Management LLC provides fee-only investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with global diversification and manages approximately $699 million in client assets as of year-end 2025.

Carter King is a financial advisor at Clearwater Capital Partners with a Series 65 designation and several years of experience including roles at Ascensus and Royal Valet Tulsa. His background also includes positions in education at Oral Roberts University and Westminster Christian School. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services such as private wealth management, family office support, and retirement plan advisory. The firm employs a disciplined investment approach based on written Investment Policy Statements and combines fundamental, technical, quantitative, and thematic analysis to manage client portfolios, often on a discretionary basis.

Tina Barrile is a CFP® and CFA® with 19 years of industry experience. She is currently with The Dala Group, LLC and has previously worked at Northern Trust Co., BDF LLC / Corient, and Hemsley & Associates, Ltd. The Dala Group serves individual and high-net-worth clients through portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm combines fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using a range of investment vehicles tailored to client objectives and risk tolerance.

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.

Edward Scoby is a CFP® with 18 years of industry experience, currently serving at Sequoia Wealth Management, LLC since 2015. He also has a tenure with LPL Financial dating back to 2010. Outside of his advisory roles, he collaborates with One Resource Group to provide life insurance, long-term care insurance, and fixed annuities. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and retirement plans, offering asset management, financial planning, and retirement-plan consulting. The firm utilizes a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios, managing both discretionary and non-discretionary assets.

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.

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.