Patricia Musachio is a financial advisor at Walsh & Associates, LLC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial (Dba Kinnare & Associates Financial Consultants) since 2003. She joined Walsh & Associates in 2025 as part of an eight-advisor team. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis and employs strategies that emphasize asset allocation along with fundamental, quantitative, and qualitative security analysis.

Donald Roseen is a financial advisor at Lake Street with 26 years of industry experience. He holds the Series 66 designation and has worked at Lake Street Financial, LLC since 2018, following a 15-year tenure at Rothschild Investment Corp. and a brief period at United Advisors. Lake Street Private Wealth provides investment management and financial planning services to individuals, high-net-worth clients, business entities, and various types of plans and trusts. The firm emphasizes institutional cost structures, global diversification, tax minimization, and asset-class allocation, offering both discretionary and non-discretionary portfolio management.

Thomas Bruce is a financial advisor at Matrix Private Capital Group in Chicago, Illinois, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank prior to joining Matrix in 2019. Matrix Private Capital Group provides customized wealth management and advisory services to high net worth individuals, families, and related trusts and estates. The firm employs a solutions-driven investment approach emphasizing strategic diversification and risk management across traditional and alternative asset classes, and sponsors private co-investment vehicles that invest alongside private equity firms in single-deal transactions.

Grace Martin is a financial advisor at Vestor Capital, LLC with a Series 65 designation and one year of industry experience. She previously worked at The Mather Group for two years before joining Vestor Capital. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a team of 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover equity portfolios alongside diversified fixed income and alternative strategies.

Keith Schoenfeld is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with 26 years of industry experience. He holds a Series 65 credential and has been with Mowery & Schoenfeld since 1996. In addition to his advisory role, he is a member of Mowery & Schoenfeld, LLC, a CPA firm in Lincolnshire, IL, and holds life and health insurance licenses. Mowery & Schoenfeld Wealth Management, LLC serves individuals, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes portfolios using quantitative tools and a mix of mutual funds, ETFs, and individual securities, and it manages roughly $389 million in assets across about 161 client relationships.

Erik Kratz is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Arena Private Wealth in Chicago, IL. His prior experience includes roles at Focus Partners Wealth, The Colony Group, Connectus Wealth, and Mid-Continent Capital. He serves as a board member of CHA Shared Services, a collective providing ancillary services to hospitals in Colorado. Arena Private Wealth provides financial planning and portfolio management to individuals and high-net-worth clients, offering customized strategies and managing accounts on both discretionary and non-discretionary bases. The firm employs a combination of fundamental, technical, and modern portfolio approaches and acts as a sponsor and general partner for pooled investment vehicles and private funds.

Rahul Shirahatti is a financial advisor at SGL Financial, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Coyle Financial Counsel, LLC and The Boeing Company. 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 through third-party money managers and a sub-advisory relationship with Savant Capital, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Grant Feurer is a financial advisor at LCM Capital Management Inc. with 19 years of industry experience. He holds a Series 65 designation and has been self-employed since 2004. In addition to his advisory role, he is a stock trader with Gelber Securities. LCM Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a fundamental issuer analysis approach focused on long-term equity holdings primarily from the S&P 500 and EAFE universes, managing approximately $365 million in assets through a team of nine advisors.

Jane Ellen Wolak is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at The Mosaic Financial Group, LLC since 2000. Based in Chicago, IL, she holds Series 63 and Series 65 licenses. The Mosaic Financial Group primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and various institutional clients, managing approximately $898 million in assets. The firm emphasizes asset allocation and integrates accounting and tax services into its advisory platform, offering both discretionary and non-discretionary portfolio management with a client-specific approach.

Elizabeth Molique is a financial advisor with SJS Investment Services in Chicago, IL. She holds a Series 65 designation and has been with SJS since 2024, with prior experience including legal practice at Molique Law PLLC and roles in real estate services. SJS Investment Services manages approximately $2.5 billion with an 18-advisor team serving individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and consultation services, operating under a fiduciary standard with an Investment Committee that maintains diversified model portfolios and conducts regular portfolio monitoring.

William Hart is a CFA® charterholder with 15 years of industry experience and a Series 65 license. He is part of Hartline Investment Corporation, a team-based firm where he has worked since 1990. Hartline Investment Corporation manages discretionary and non-discretionary portfolios for individual clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, utilizing various strategies including options and derivative techniques, and manages approximately $851 million across a small advisory team.

Sherwin Korey is a financial advisor at Capital Resource Management, Inc. in Deerfield, IL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SGC Securities LP since 2007 while maintaining his role at Capital Resource Management since 1991. Capital Resource Management provides portfolio management and consulting services to a diverse client base including individuals, retirement plans, corporations, and not-for-profits. The firm focuses on strategic asset allocation and manager-based investment solutions, operating primarily on a non-discretionary basis with an emphasis on manager selection and oversight.

Myrna Chavira is a financial advisor at Precise Investment Management, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked with several related firms, including Insight Securities Inc. and Precise Consulting Services, where she serves as President. Outside of her advisory role, she is involved in non-investment consulting and holds an executive position at Intelligenics, Inc. Precise Investment Management provides discretionary portfolio management services to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens. The firm utilizes sub-advisory portfolio managers selected through country-specific research and conducts annual due diligence, offering programs such as the Precise Worldview Structured and Focus Programs.

Collin Wegener is a financial advisor at The Mosaic Financial Group, LLC in Chicago, holding a Series 65 designation with two years of industry experience. He has been with The Mosaic Financial Group since 2018 following five years as a student. The Mosaic Financial Group serves primarily high-net-worth individuals, trusts, estates, charitable organizations, and various types of plans and entities, managing approximately $898 million in assets across about 125 client relationships. The firm integrates investment advisory with accounting and tax services, offering both discretionary and non-discretionary portfolio management with a focus on asset allocation and individualized portfolio construction.

Eric Miller is a CFP® with three years of industry experience, currently affiliated with Nadler Financial Group, Inc. He has held positions at several firms, including Ausdal Financial Partners, LPL Financial, Compass Financial Strategies, and Waddell & Reed. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by offering discretionary investment management and financial planning services. The firm employs tactical asset allocation across diversified vehicles and operates a specialized program for smaller accounts, supported by a multi-advisor team managing approximately $1.9 billion in assets.

John Ginley is a financial advisor at Berkshire Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brentview Investment Management, BMO Asset Management Corp., and Advisors Asset Management, Inc. Berkshire Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base that includes individual and high-net-worth investors, foundations, endowments, trusts, corporations, pension plans, and insurance companies. The firm employs fundamental analysis and concentrated holdings across strategies such as Core Equity, Dividend Income, and fixed income, and serves as an investment adviser and sub-advisor to private funds and an ETF.

Frank Miller is a financial advisor at The Mosaic Financial Group, LLC in Chicago, holding a Series 65 designation with two years of industry experience. Prior to joining The Mosaic Financial Group in 2020, he worked at Rink Management Services Corp. and was involved with Anita Dee Yacht Charters. The Mosaic Financial Group serves primarily high-net-worth individuals, trusts, estates, charitable organizations, and various institutional clients, managing approximately $898 million in assets. The firm emphasizes asset allocation and integrates accounting and tax services, providing tailored investment advisory and financial planning solutions.

Dean Hedeker is a financial advisor with Hedeker Wealth LLC in Lincolnshire, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He is also the sole owner of Hedeker Law, Ltd., an estate planning law firm. Hedeker has been with Hedeker Wealth LLC since 2015, including its current iteration since 2021. Hedeker Wealth LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other entities. The firm manages approximately $470 million in assets and employs an investment approach that incorporates technical, fundamental, and cyclical analysis, as well as tax-oriented alternative investments tailored to client objectives and risk tolerance.

Jill Shuter is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 66 designation with 19 years of industry experience. She has been with Vestor Capital since 2012 and has also worked with affiliated entities Vestor Capital Securities, LLC and Vestor Capital Insurance Advisors, LLC. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets and employs a centralized Investment Committee to construct concentrated, low-turnover equity portfolios alongside fixed income, mutual fund, ETF, and alternative strategies.

Dominic Demicco is a financial advisor at SGL Financial, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at MassMutual Life Insurance Co, Thrivent Financial, and Guaranteed Rate. He is also a licensed insurance agent and offers various insurance products when appropriate. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm emphasizes diversified asset allocation, long-term time horizons, and integrates portfolio management with tax coordination through affiliations with specialized sub-advisers and tax advisory services.