Nickolas Brait is a CFP®-designated financial advisor with 44 years of industry experience, currently affiliated with SAGE Private Wealth Group, LLC in Oakbrook Terrace, IL. He has held roles at Raymond James Financial and South Prospect Partners, and since 2017 has coached financial advisors on business development through the Oechsli Institute. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management with a client-specific process involving tailored asset allocation and ongoing portfolio monitoring, utilizing a range of investment vehicles and analysis techniques.

Lisa Bussenger is a financial advisor at Rothschild Wealth LLC with 16 years of industry experience. She holds a Series 65 designation and has worked previously at Kinetic Investment Management, Inc. and Global Financial Private Capital. Bussenger is also the owner of Bussenger Insurance & Financial Services, LLC. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm’s investment approach is based on asset-allocation models supported by quantitative analysis, with ongoing monitoring and rebalancing implemented through a range of securities and third-party sub-advisers.

Jim Calaway is a financial advisor at Roberts, Glore & Co. with 31 years of industry experience. He has been with Roberts, Glore & Co. since 1993 and also worked at La Salle St. Securities, Inc. from 1993 to 2017. Calaway holds Series 63 and Series 65 licenses and serves as a trustee for trust accounts. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm creates customized portfolios based on clients’ long-term goals and risk tolerance, focusing on fundamental analysis of equities and fixed-income holdings, with modest use of alternative assets.

Charles Carey is a financial advisor at Wellment Financial with a Series 65 designation and four years of industry experience. He has worked at FSR Insurance Planning, Ltd. and FSR Wealth Management Ltd. since 2020. Carey is also a licensed insurance agent assisting with life insurance and fixed annuity products. Wellment Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm uses vetted model portfolios and a sub-advisor platform focused on tax-aware retirement planning, managing approximately $237 million in discretionary assets.

Steven Franzen is a financial advisor at Vertex Partners with 25 years of industry experience. He holds the PFS™ designation and Series 66 license. Franzen has held roles at LPL Financial since 2009 and operates his own CPA firm, Steven P. Franzen, CPA, PC, providing tax preparation and accounting services. He also acts as a trustee for family trusts. Vertex Partners serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering financial planning, investment management, and retirement consulting. The firm customizes portfolios based on clients’ risk tolerance and goals, utilizing a range of investment vehicles and third-party platforms, and maintains an affiliation with an accounting firm that provides additional tax and consulting services.

Luke Baumgarten is a financial advisor with Harvest Investment Services, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Harvest Investment Services since 2014. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions through discretionary portfolio management, financial planning, and consulting. The firm uses a combination of active tactical strategies and fundamental, technical, and quantitative analyses to deliver customized or model-based investment solutions.

Ryan Kahlenberg is a financial advisor with Leelyn Smith, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at LPL Financial since 2022 and was previously with Kahlenberg Wealth Partners/Berthel Fisher & Co. and Dunham & Associates Investment Counsel, Inc. Since 2022, he provides investment advisory services through Leelyn Smith, LLC. Leelyn Smith, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and trusts. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing multiple technology platforms and investment strategies that include equities, fixed income, mutual funds, ETFs, and private investment funds for qualified clients.

Linda Foltos Mahler is a financial advisor with Signature Financial Services, Ltd, holding a Series 66 designation and 26 years of industry experience. She has been associated with Signature Financial Services since 1999 and First Heartland Capital, Inc. since 2001. In addition to her advisory roles, Mahler operates Mahler Financial Services and provides tax and accounting services through Linda F. Mahler, CPA. Signature Financial Services offers investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation driven investment approach based on modern portfolio theory, utilizing model portfolios and institutional strategists across various asset classes while emphasizing periodic rebalancing and risk-based guidelines.

Steven Mc Gowan is a CFP® and CFA® with 11 years of industry experience. He is currently a financial advisor at Rothschild Wealth LLC and has previously worked with Wealth Enhancement Group, LPL Financial, and CLA Financial Advisors. Mc Gowan provides investment brokerage services through Rothschild Investment, LLC. Rothschild Wealth LLC offers investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm employs asset-allocation models supported by quantitative analysis and uses a variety of investment vehicles, including mutual funds, ETFs, individual securities, and external sub-advisers.

Anthony Madonia is a Series 65-licensed financial advisor with Financial Transparency in Des Plaines, IL, bringing nine years of industry experience. He is also the president and owner of Anthony J. Madonia & Associates Ltd., a law firm established in 1995 with seven attorneys. Additionally, he co-owns two advisory businesses focused on assisting clients with small business matters and provides trustee services for selected law firm clients. Financial Transparency offers investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a network of independent advisory representatives. The firm employs an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, utilizing both passive and active strategies tailored across several programs with ongoing portfolio monitoring and rebalancing.

Ma Navarro is a CFP® professional with Capstone Financial Advisors Inc in Downers Grove, IL. Navarro joined the firm in 2023 and has prior experience in education and instructional computing services. Capstone Financial Advisors serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering portfolio management and financial planning with an emphasis on asset allocation, cost control, and tax positioning. The firm manages approximately $2.44 billion in client assets and provides access to private fund investments and in-house tax services.

Randolph Yu is a financial advisor at Clearwater Capital Partners with a Series 65 designation and one year of industry experience. Prior to joining Clearwater Capital Partners, he worked for nine years at MISUMI USA. Clearwater Capital Partners serves individual, high-net-worth, and institutional clients, offering family office services, wealth management, and retirement plan advising. The firm employs a variety of investment strategies and manages most accounts on a discretionary basis, providing a range of solutions including alternative investments and participant education.

Sean Papreck is a financial advisor at Wellment Financial with 10 years of industry experience and holds a Series 65 designation. He has worked at FSR Wealth Management, Ltd. and FSR Insurance Planning, Ltd., where he is also a licensed insurance agent assisting clients with life insurance and fixed annuity products. Additionally, he provides occasional accounting and tax advice through his role at FSR Certified Public Accountants, Ltd. Wellment Financial offers investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions. The firm focuses on retirement planning with an emphasis on tax strategies and employs diversified model portfolios utilizing various approaches including value investing, tactical and strategic asset allocation, and direct indexing.

Daniel Knapp is a Series 65-licensed advisor at Rothschild Wealth LLC with five years of industry experience. Prior to joining Rothschild Wealth in 2021, he worked for 12 years at Abbott Labs. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm’s investment approach centers on asset-allocation models supported by quantitative analysis, offering portfolio management, financial and estate planning coordination, and retirement consulting.

Jenny Selvaggio is a CFP® certificant with 11 years of industry experience. She has worked at Coyle Financial Counsel since 2020 and previously held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and William Blair and Company LLC. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities by offering discretionary and non-discretionary asset management, wealth advisory, and project-based services. The firm’s investment approach includes tactical and strategic asset allocation alongside fundamental, quantitative, and technical analysis.

Marvin Reinglass is a financial advisor with Signature Financial Services, Ltd in Arlington Heights, IL, holding the CFP®, PFS™, and Series 66 designations, with 26 years of industry experience. He has worked at First Heartland Capital, Inc. since 2001 and Wipfli, LLP from 2016 to 2020. Outside of investment advisory, he is involved in business consulting and management through R and P Financial Services. Signature Financial Services, Ltd provides portfolio management and financial planning to individuals, pension plans, trusts, estates, and business entities, using a modern portfolio theory approach with model portfolios of mutual funds, ETFs, and third-party asset allocation strategies. The firm serves clients on both discretionary and non-discretionary bases and acts as an ERISA 3(21) co-fiduciary for employee benefit plans.

Michael Hickey is a financial advisor at Regal Advisory Services, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Regal Securities since 2023, following positions at Level Four Advisory Services and Level Four Financial, LLC. Regal Advisory Services, Inc. provides financial planning, portfolio management, and retirement plan advisory services to individuals, including high-net-worth clients, as well as trusts, foundations, and business entities. The firm uses a combination of fundamental and quantitative research, offering a range of managed account programs through proprietary platforms and third-party managers, with options for discretionary and non-discretionary management.

Charles Ieuter is a financial advisor at Sequoia Wealth Management, LLC with over 41 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes work at LPL Financial since 2014 and founding Secure Futures, Ltd. in 1983, where he currently serves as president. Sequoia Wealth Management serves individuals, trusts, estates, corporations, and employer retirement plans, providing asset management, financial planning, and retirement-plan consulting. The firm uses a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios, offering both discretionary management and third-party strategist models.

Aldin Rakovic is a financial advisor at SGL Financial, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Citizens Securities, Inc., and Chase Investment Services Corp. before joining SGL Financial in 2026. SGL Financial, LLC serves financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and oversight of sub-advisers, emphasizing broad diversification and long-term asset allocation.

Matthew Paprocki is a financial advisor at MEDIQUS Asset Advisors, Inc. in Chicago, IL, holding CFP® and CFA® designations with 10 years of industry experience. His prior work includes roles at Sidley Austin, LLP and the Circuit Court of Cook County. He is also a licensed attorney, though not currently practicing law. MEDIQUS serves individuals, medical groups, retirement plans, and not-for-profit medical organizations by providing investment advisory, financial planning, and educational services. The firm employs a long-term asset allocation strategy with discretionary management through the Betterment for Advisors platform and reported $1.456 billion in discretionary assets under management as of December 31, 2025.