Jonathan Rigoni is a financial advisor with North Shore Capital Group Investment Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. His prior experience includes roles at Cetera Advisor Networks LLC and Summit Financial Group. Outside of advisory work, he is involved as a member and insurance agent with North Shore Capital Group Insurance Solutions, LLC, and operates a golf business, NSCG Golf, LLC. North Shore Capital Group Investment Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm constructs diversified portfolios using a range of investment vehicles and employs fundamental, technical, and cyclical analysis with a long-term orientation, also sponsoring affiliated private funds through an affiliated general partner entity.

Timothy Streid is a financial advisor with Macro Wealth Management, Inc. in Lake Forest, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been involved with Wealth Designs, Inc. since 2002 and holds leadership roles in several non-investment businesses, including serving as president and partial owner of companies in the crane service, insurance, hospitality, and manufacturing sectors. Macro Wealth Management serves individual and high-net-worth clients as well as certain retirement and profit-sharing plans by providing comprehensive financial planning and advisory services. The firm employs a client-specific planning process using L.E.A.P. software and implements investment strategies primarily through third-party money managers, supporting clients with periodic reviews and documented investment policy statements.

Alexander Wasiunec is a financial advisor at Mendel Money Management Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Mendel Money Management, he worked at Stepan Company and United Parcel Service. He serves as a board member and volunteer for the American Ukrainian Youth Association, a cultural youth organization. Mendel Money Management provides discretionary and non-discretionary investment supervisory services, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporate entities. The firm manages approximately $317 million in client assets and offers customized portfolios using a blend of fundamental, technical, and cyclical analysis, supplemented by third-party research, with a distinctive use of options and other derivatives for income generation or protection.

Gregg Shamberg is a financial advisor at Mulberry Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Peak6 Capital Management LLC and Peak6 Investments, L.P. from 2010 to 2024. Mulberry Capital Management LLC provides discretionary asset management and sub-advisory services primarily to high-net-worth individuals and other investment advisory firms. The firm employs a mixed investment approach combining fundamental, charting, and cyclical analysis, alongside selective use of covered options for hedging and income generation.

Wayne Carr is a financial advisor with Main Street Investment Advisors, LLC in Northbrook, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Main Street Investment Advisors since 2008. Main Street Investment Advisors serves high-net-worth individuals and private foundations, offering discretionary portfolio management and asset-allocation advice across various asset classes. The firm employs a buy-and-hold strategy focused on large-cap companies and incorporates option strategies and other derivatives with client approval to enhance income and provide downside protection.

Aaron Izenstark is a financial advisor at IRON Financial LLC with 28 years of industry experience. He holds a Series 65 designation and has been with Iron Financial Management since 1994. IRON Financial, LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, and corporations, managing approximately $472 million in assets. The firm employs a combination of fundamental, technical, and quantitative analysis across various equity and fixed-income strategies, and serves as a private fund sponsor and adviser through its affiliate entities.

Roger Johnson is a financial advisor at Western Pacific Wealth Management, LP with 30 years of industry experience. He held a position at Summa Global Advisors, LLC for 12 years before joining his current firm in 2021. Johnson holds the Series 63 and Series 65 designations. Western Pacific Wealth Management provides discretionary investment management primarily to high-net-worth individuals, foundations, and donor-advised funds. The firm employs a long-term, equity-oriented approach focusing on global dividend strategies and uses outside managers selected through a formal research process.

Carol Buss is a financial advisor with Buss Capital Management, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She is also a licensed real estate broker in Illinois and receives referral fees for real estate business, dedicating minimal time to this activity annually. Prior to her current role, she has been unemployed since 2012. Buss Capital Management, LLC is a small advisory firm with two representatives managing approximately $29.6 million for about 45 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, businesses, and not-for-profit organizations, using a client-centered approach that combines fundamental and technical analysis with a core buy-and-hold strategy supplemented by tactical positions.

Julia Shinneman is a financial advisor with Shinneman Wealth Group in Northbrook, IL, holding a Series 65 designation and one year of industry experience. She is also a licensed insurance agent with Shinneman and Associates LTD and provides holistic financial and wellness coaching through Positive Mental Wealth LLC. Shinneman Wealth Group offers discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services for individuals and plan sponsors. The firm employs a combination of passive and active portfolio construction, uses sub-advisor model portfolios, and integrates insurance products within its offerings.

Daniel Winslow is a financial advisor at Winslow Financial LLC with 20 years of industry experience. He holds a Series 65 designation and is also a Certified Public Accountant, providing tax preparation services on a project basis for some clients. Winslow is licensed as an insurance agent in Florida and Illinois and may offer certain fixed insurance products. Winslow Financial LLC serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management and financial planning. The firm’s approach emphasizes asset allocation and diversification consistent with Modern Portfolio Theory, managing accounts on a non-discretionary basis with a focus on low trading frequency and client-directed decisions.

Alan Loewy is a financial advisor at Avocet Capital Management LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Avocet since 2011. Loewy has contributed articles to Seeking Alpha, receiving compensation based on article page views. Avocet Capital Management provides discretionary investment management and hourly financial planning to high-net-worth individuals, trusts, estates, and business clients. The firm uses quantitative optimization and risk/return analysis alongside fundamental and technical research to create tailored portfolios, including the use of options and derivatives strategies, which is uncommon among similar-sized advisers.

Bradley Mendel is a CFP® professional with eight years of industry experience. He has been with Mendel Money Management Inc. since 2013, where he is one of four advisors. Mendel Money Management provides discretionary and non‑discretionary investment supervisory services, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporate entities. The firm manages approximately $317 million in client assets and employs a research-supported investment process that includes the use of derivatives primarily for income generation or protection.

Hal Marcus is a financial advisor at Buss Capital Management, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at Citigroup and Citigroup Global Markets since 2007. Buss Capital Management, LLC is a small advisory firm serving individuals, businesses, and not-for-profit organizations. The firm provides portfolio management, financial planning, and consulting services, using a client-centered approach that combines fundamental and technical analysis tailored to each client’s goals and risk tolerance.

Roger Hoenes is a CFP® and ChFC® with 22 years of industry experience. He is currently with K&H Wealth Partners and has previously worked at Weaver Capital Management and Provision Advisor Group. Outside of his advisory role, he manages agricultural operations and rental property through private LLCs. K&H Wealth Partners is a supported registered investment adviser serving individuals, high-net-worth clients, and institutional plan sponsors. The firm offers discretionary portfolio management and financial planning, utilizing asset allocation, model portfolios, and third-party managers, with a range of strategies from long-term investing to short-term trading.

Daniel Walsh is a financial advisor at Tree City Investments, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Triad Advisors, Inc. and TransAmerica. Outside of his advisory role, he is president of several local businesses including a bakery, a restaurant, and a food distribution company. Tree City Investments is a two-advisor firm offering ongoing asset and portfolio management services to individual and high-net-worth clients as well as qualified plans. The firm employs a multi-disciplinary investment process incorporating fundamental, technical, and cyclical analysis, and utilizes strategies ranging from long-term holdings to active trading and option writing, with a focus on primarily non-discretionary asset management.

Mart Mcclellan is a financial advisor at Macro Wealth Management, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with Macro Wealth Management since 2007. In addition to his advisory role, Mcclellan is an orthodontist and owns McClellan Orthodontics, where he works approximately 125 hours per month. Macro Wealth Management serves individual and high-net-worth clients as well as certain retirement and profit-sharing plans, focusing on comprehensive financial planning and asset allocation. The firm typically implements investment strategies by directing clients to third-party money managers and supports clients through periodic reviews and documented investment policy statements.

Mark Schwartz is a financial advisor with Estate & Trust Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Re-Direct Securities Corp. since 2001 and with Estate & Trust Advisors since 1997. In addition to advisory services, he is involved in fixed insurance products. Estate & Trust Advisors serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and other business entities. The firm offers custom portfolio management using a strategic core-and-satellite approach and provides wealth management, financial planning, and participant consulting services.

Mark Burka is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Mendel Money Management Inc. since 2022, having previously worked at Ziegler Capital Management, LLC for 17 years. Outside of his advisory work, he serves on the board of directors for Indian Peaks Brewing Company and participates on endowment committees for nonprofit music organizations. Mendel Money Management provides discretionary and non-discretionary investment supervisory services, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporate entities. The firm manages approximately $317 million in client assets and uses a blend of fundamental, technical, and cyclical analysis supported by third-party research, with a distinctive use of options and other derivatives primarily for income generation or protection.

Randolph Herzfeld is a financial advisor at Winslow Financial LLC with 17 years of industry experience. He holds a Series 65 designation and is the principal and founder of ActualWise Consulting LLC, an actuarial consulting firm. His prior experience includes roles at PRM Consulting Group, Centene, and Optum. Winslow Financial LLC advises individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, providing investment management and financial planning services. The firm employs a Modern Portfolio Theory approach with a focus on asset allocation and diversification, managing accounts on a non-discretionary basis for approximately 170 clients.

Darrel Rolls is a financial advisor at North Shore Capital Group Investment Advisors, Inc with four years of industry experience. He holds a Series 65 designation and has been with North Shore Capital Group since 2017. Outside of advisory work, he is the managing member of TabulaRasa Integrative Health Inc., a mental therapy practice. North Shore Capital Group Investment Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm constructs diversified portfolios using a range of investment vehicles and employs fundamental, technical, and cyclical analysis with a long-term orientation, tailoring strategies to each client’s goals and risk tolerance.