Brandon Muzzarelli is a financial advisor with 1834 Investment Advisors Co. and holds a Series 65 designation. He has one year of experience at 1834 Investment Advisors and 19 years of experience at Old National Bank, where he is a portfolio manager. Outside of his advisory role, he serves as the Treasurer for the Village of Gardner, IL. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies, working closely with its affiliate Old National Bank and offering specialized services such as cash-balance defined benefit plan management and private investment consulting.

Jay Faler is a financial advisor at Providence Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Standard Bank & Trust from 2012 to 2016 before joining Providence Wealth Advisors in 2017. Providence Wealth Advisors is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. The firm serves a range of clients including high-net-worth individuals and uses asset-allocation models based on modern portfolio theory to construct diversified portfolios.

Douglas Degroot is a CFP® with 15 years of industry experience and has been with Providence Wealth Advisors, LLC since 2010. He holds a Series 65 license and is based in Frankfort, IL. Providence Wealth Advisors, LLC is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning services to individuals, trusts, retirement plans, and government entities. The firm uses asset-allocation models based on modern portfolio theory to build diversified portfolios and serves a range of clients including high-net-worth individuals, offering financial planning at no additional charge.

Matthew Gill is a financial advisor with M. Brown Financial Advisors in Naperville, IL, holding CFP®, Series 63, and Series 65 credentials. He has six years of industry experience, including roles at Ausdal Financial Partners and other financial and service-related firms. Outside of advising, he is involved as a member in a farm land investment entity. M. Brown Financial Advisors primarily serves as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, offering discretionary portfolio management, customized accounts, and retirement plan consulting. The firm combines active tactical allocation with diversified models and uses a variety of investment strategies, managing most client accounts on a discretionary basis.

Donald Powell is a CFA® charterholder with four years of industry experience. He is currently a Portfolio Manager at 1834 Investment Advisors Co. and also holds a similar role at 1834 Wealth Management, a division of Old National Bank. Both firms are subsidiaries of Old National Bancorp. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies and leverages both internal and external models, including proprietary strategies developed in affiliation with Old National Bank.

James Viktora is a financial advisor with Strategic Investment Solutions, Inc. in Orland Park, IL, holding Series 65, 63, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Paychex. He is also involved with PayEntry, a business outside of his advisory work. Strategic Investment Solutions, Inc. provides discretionary investment supervisory services and model portfolio management to a diverse client base, including individual investors, high-net-worth clients, and pension plans. The firm emphasizes asset allocation and a passive, long-term buy-and-hold investment approach implemented through proprietary model portfolios and institutional funds.

Charles Brown is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. in Naperville, IL. He has worked at both Ausdal Financial Partners since 2012 and M.Brown Financial Advisors since 2021. Outside of his advisory duties, he serves as president of The Manors of White Eagle Homeowners Association, where he assists with financial decisions affecting the community. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm provides a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary portfolio management through various account structures and investment options.

Brian Granato is a Series 65-licensed financial advisor with Providence Wealth Advisors, LLC, where he has worked since 2010. He has 15 years of industry experience. Providence Wealth Advisors, LLC is an SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. The firm serves a range of clients, including high-net-worth individuals, and uses asset-allocation models based on modern portfolio theory to construct diversified portfolios.

Kevin Kessenich is a financial advisor at Strategic Investment Solutions, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at Desmond & Ahern for thirteen years. Outside of his advisory role, he serves as Secretary for JCK Farms, Inc., a family-owned farming business. Strategic Investment Solutions is an SEC-registered multi-advisor firm providing discretionary portfolio management and model-portfolio services to individuals, pension plans, trusts, and estates. The firm employs a hybrid passive investment approach based on asset allocation and the Efficient Markets framework, managing diversified portfolios primarily using institutional funds from Dimensional Fund Advisors.

Trent Overzet is a financial advisor at Strategic Investment Solutions, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at Forum Financial Management, LP and Charles Schwab & Co., Inc., among other firms. Outside of advising, he is involved in providing tax preparation services through Robert Byrns EA. Strategic Investment Solutions, Inc. offers discretionary investment supervisory services and model portfolio management to individual investors, high-net-worth clients, and pension/profit-sharing plans. The firm follows a passive, long-term buy-and-hold investment approach using proprietary model portfolios and institutional asset-class funds.

Matthew Komer is a financial advisor at Kera Capital Partners with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Guggenheim Funds Distributors, LLC for six years before joining Kera Capital Partners in 2022. Kera Capital Partners manages over $1.3 billion and serves individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm employs a combination of fundamental and quantitative analysis with an outcomes-oriented asset allocation framework, and it is notable for its active management of private pooled vehicles alongside client accounts.

David Matuszak is a CFP® professional with 12 years of industry experience, currently serving at Strategic Investment Solutions, Inc. and Forum Financial Management, LP. His prior experience includes roles at Jones Lang Lasalle, The Huntington Investment Company, and BMO Harris Financial Advisors. He is also involved in fixed insurance sales. Strategic Investment Solutions is an SEC-registered multi-advisor firm that offers discretionary portfolio management and model-portfolio services to individuals, pension plans, trusts, and estates. The firm employs a hybrid passive investment approach focused on asset allocation and the Efficient Markets framework, utilizing diversified portfolios primarily composed of institutional funds from Dimensional Fund Advisors.

Mark Brown is a CFP® with 38 years of industry experience, currently serving at M. Brown Financial Advisors in Naperville, IL. He has previously worked at Ausdal Financial Partners since 2010 and led M Brown & Associates from 2006 to 2025. Outside of advising, he serves as vice president of the Naper Courtyards Condo Association, where he helps oversee budget and expenses. M. Brown Financial Advisors primarily acts as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, providing discretionary portfolio management, retirement plan consulting, and participant education. The firm employs a combination of active tactical allocation and diversified, monitored models, often managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Nicole Smit is a financial advisor at Providence Wealth Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Providence Wealth Advisors since 2013. The firm is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. Providence Wealth Advisors serves a range of clients including high-net-worth individuals and employs asset-allocation models based on modern portfolio theory to construct diversified portfolios.

Colin Kelly is a financial advisor with Strategic Investment Solutions, Inc. in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2018 and was previously affiliated with LPL Financial Corporation. Strategic Investment Solutions is an SEC-registered multi-advisor firm offering discretionary portfolio management and model-portfolio services to individuals, pension plans, trusts, and estates. The firm employs a hybrid passive investment approach based on asset allocation and the Efficient Markets framework, utilizing institutional asset-class funds and maintaining a long-term, buy-and-hold strategy.

Ayman Saidi is a financial advisor at Strategic Investment Solutions, Inc. with 11 years of industry experience. He holds a Series 65 designation and has worked at Purshe Kaplan Sterling Investments and LPL Financial. Saidi has been with Strategic Investment Solutions since 2012. Strategic Investment Solutions is a multi-advisor firm offering discretionary portfolio management and model-portfolio services to individuals, including high-net-worth clients, as well as pension plans, trusts, and estates. The firm uses a hybrid passive investment approach based on asset allocation and the Efficient Markets framework, employing institutional funds from Dimensional Fund Advisors and managing portfolios with a long-term, buy-and-hold strategy.

Douglas Stepansky is a CFP® professional with 26 years of industry experience, currently serving as an Associate Advisor at Strategic Investment Solutions, Inc. He has worked at Strategic Investment Solutions since 2010 and at Purshe Kaplan Sterling Investments since 2018. He also serves as a board member of the Orland Park Police Pension Board, providing oversight of investment and administration for the pension funds. Strategic Investment Solutions is an SEC-registered multi-advisor firm offering discretionary portfolio management and model-portfolio services to individuals, pension and profit-sharing plans, trusts, and estates. The firm employs a hybrid passive investment approach based on asset allocation and the Efficient Markets framework, managing diversified portfolios primarily with Dimensional Fund Advisors’ institutional funds.

Wendy West is a Series 66-licensed financial advisor with Harvest Investment Services, LLC, bringing 28 years of industry experience. She has worked at Double W Financial Group, Inc. since 2014 and Harvest Financial Planning since 2012, with prior experience at Proequities from 2000 to 2018. West serves on the boards of the DeKalb Area Retirement Center and Kishwaukee United Way and chairs the IHSA Destination DeKalb, coordinating state high school football championships. Harvest Investment Services, LLC provides portfolio management, financial planning, pension consulting, and other advisory services to a diverse client base including individuals, retirement plans, and institutions. The firm employs an actively managed tactical investment strategy and offers a multi-advisor team structure with several offices.

Michael Russo is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with the firm since 2006 and serves as president of its independent insurance sales division. Chicago Investment Advisory Group offers discretionary portfolio management and pension consulting to individuals, high-net-worth investors, trusts, estates, corporations, and employer retirement plans. The firm utilizes diversified, asset-allocation driven portfolios informed by fundamental, technical, and cyclical analysis, employing both long-term and active trading strategies tailored to client suitability.

Andrew Buttimer is a financial advisor with M.Brown Financial Advisors in Naperville, IL, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with M.Brown Financial Advisors since 2021 and also works with Ausdal Financial Partners, Inc. since 2010. Outside of advisory work, he is involved in community business networking as a member of the BNI A.I.M. Naperville chapter, where he participates in referral building and member relations. M.Brown Financial Advisors primarily serves as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, offering discretionary portfolio management, retirement plan consulting, and participant education. The firm uses a combination of active tactical allocation and diversified allocation models, employing various analytical methods and investment vehicles to manage client accounts on a discretionary basis.