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.

Lisa Zarkin is a CFP® professional with 34 years of industry experience. She is currently with Sequoia Wealth Management, LLC, where she has worked since 2017, and has previous experience at LPL Financial and PlanSmart Financial Services. Outside of financial advising, she is an author and self-publishes her own book. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans, providing asset management, financial planning, and retirement-plan consulting. The firm offers access to third-party money managers and model portfolios, using a combination of quantitative optimization and third-party research to tailor portfolios to clients’ goals.

Kathleen Valleau is a CFP® and holds a Series 65 license, with six years of industry experience. She has worked at ShankerValleau Wealth Advisors, Inc. since 2019 and previously held roles at Becton, Dickinson and Company and Vyaire. Outside of advisory work, she serves as an accountant with ShankerValleau Accountants, Inc. and is a board member of The Kaufherr Resource Center. ShankerValleau Wealth Advisors is a team-based SEC-registered firm that manages approximately $645 million for over 200 clients, offering wrap-fee portfolio management, individualized investment supervision, and integrated financial planning. The firm employs evidence-based, structured investment strategies with broad diversification and incorporates financial planning into its advisory services.

William Vellon is a financial advisor with Kingsbury Capital Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Kingsbury Capital Investment Advisors LLC since 2008 and previously worked with Kingsbury Capital, Inc. and Cabot Lodge Securities LLC. Outside the investment industry, he is involved as President and Financial Advisor at Ten31 Farms, focusing on potential 1031/DST transactions, and also works as a health insurance sales representative for Medicare Advantage products through Insurance by the Sea/Tangram LLC. Kingsbury Capital Investment Advisors is an SEC-registered independent adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm delivers discretionary and non-discretionary portfolio management, financial planning, and institutional retirement plan advisory services, using diversified portfolios supplemented by quantitative optimization and third-party due diligence.

Nick Demopoulos is a CFP® with over 18 years of industry experience. He has worked at Nomura Securities International since 2008 and has been with Embree Financial Group since 2021. Prior to that, he spent seven years at Bank of Brazil. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions. The firm serves high net worth clients, families, pension and profit-sharing plans, trusts, and corporations, managing assets with a fiduciary approach that incorporates fundamental, technical, and cyclical analysis.

Joshua Bretl is a financial advisor with Wellment Financial in Elmhurst, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with FSR Insurance Planning, Ltd. since 2017 and FSR Wealth Management, LTD. since 2013, and has been involved with FSR Certified Public Accountants, Ltd. since 2005. He serves on the Board of Directors for Community Bank of Elmhurst. 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 focusing on tax-aware retirement planning, while also offering client-managed account options and modular or comprehensive financial plans.

Jeffry Livingston is a financial advisor at Regal Advisory Services, Inc. in Chicago, IL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Regal Securities since 2012. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors, managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, employing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Marie Beckman is a CFP® and holds a Series 65 license with 25 years of industry experience. She is a principal at A. Robert Taylor Financial Advisory Services, Ltd., where she has worked since 2000, and currently serves as an advisor at Financial Solutions Advisory Group. 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 consulting services. The firm uses a comprehensive investment process incorporating fundamental, technical, quantitative, and qualitative analysis and maintains a quarterly newsletter for clients and professionals.

Timothy Debruyne is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 credential with 21 years of industry experience. He has been with The Mosaic Financial Group since 2003. The Mosaic Financial Group primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and various business entities, managing approximately $898 million in assets across about 125 client relationships. The firm emphasizes asset allocation and integrates accounting and tax services into its advisory platform, offering both discretionary and non-discretionary portfolio management along with in-house tax preparation and bookkeeping.

Derek Kyler is a financial advisor at Coyle with a Series 65 designation and two years of industry experience. His prior roles include positions at the DeKalb Park District and the Katz Graduate School of Business at the University of Pittsburgh. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities by providing discretionary and non-discretionary asset management, financial assessment, wealth advisory, project-based planning, and family legacy services. The firm combines tactical and strategic asset allocation with individualized portfolio construction and employs fundamental, quantitative, optimization, and technical research methods to align investments with client goals and risk tolerance.

William Pekin is a CFA® charterholder with 30 years of industry experience. He has been with Pekin Singer Strauss Asset Management since 2001. Pekin Hardy Strauss, Inc. is a team-based firm that provides investment management, financial planning, and retirement plan services to individuals, pension plans, registered investment companies, charitable organizations, and corporations. The firm’s investment approach integrates fundamental analysis, asset allocation, and ESG factors, employing a variety of strategies including derivatives and short selling to tailor portfolios to clients’ objectives and risk tolerances.

Robert Tutela is a financial advisor at Essex, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Essex since 2016. Tutela serves as a SmartAsset Ambassador, consulting as an independent contractor to generate sales leads for his firm. Essex, LLC is a registered investment adviser managing approximately $649.3 million across about 576 client accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. Investment decisions are made by a multi-member committee using a blend of fundamental, technical, and sector analysis.

Terry Finkel is a financial advisor with Uhlmann Investment Management, L.L.C. in Skokie, IL, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Uhlmann Investment Management and its affiliated firm Uhlmann Price Securities since 2012. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management services to individual, institutional, and trust clients, using fundamental analysis and long-term asset allocation to tailor portfolios. The firm employs a mix of stocks, bonds, ETFs, mutual funds, and alternatives, utilizing both in-house and third-party managers to meet client objectives.

Kurt Newsom is a CFP® and holds a Series 66 license with 15 years of industry experience. He currently serves as an advisor at XXI Wealth, LLC, a role he has held since 2024. Prior to that, he worked at CIBC Private Wealth Advisors, Inc. and CIBC World Markets Corp. for seven years, Atlantic Trust Investment Advisors for one year, and Geneva Investment Management of Chicago for six years. XXI Wealth, LLC provides comprehensive financial planning and wealth management services to individual and high-net-worth clients. The firm offers customized portfolio construction using a mix of equities, fixed income, index funds, ETFs, direct indexing, alternative investments, and private placements, and employs active oversight of third-party money managers.

Ryan Kaysen is a CFP® with nine years of industry experience, currently serving at Serenity Investment Advisors in Chicago. He joined Serenity in 2026 after five years at Integritas Financial, LLC. Outside of financial advising, Kaysen works as a consultant in operations and sales development for Sound Control Solutions, Inc., a wholesale distribution company. Serenity Wealth Management offers fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and corporations. The firm employs a tactical allocation approach using proprietary model portfolios and fundamental analysis, with both discretionary and non-discretionary management strategies.