Skaiste Aksomitaite is a financial advisor at Regal Advisory Services, Inc. with 20 years of industry experience. She holds a Series 65 designation and has been with Regal Advisory Services and its affiliated broker-dealer, Regal Securities, since 2005. Regal Advisory Services 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’s investment process combines fundamental and quantitative research tailored to client goals and risk tolerance, offering a range of strategies including equities, ETFs, options, alternative investments, and non-traded REITs.

Joshua Youel is a financial advisor at SAGE Private Wealth Group, LLC, with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Brighthouse Financial, Motorola Solutions, and LaSalle Investment Management Inc. He has been with SAGE Private Wealth Group since 2023. SAGE Private Wealth Group is an SEC-registered advisory firm that serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management using a client-specific process and a variety of investment strategies, including equities, fixed income, ETFs, and alternative investments.

Kevin Stemberger is a financial advisor with Regal Advisory Services, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Noble Capital Partners since 2007 and serves as managing member of KJ Stemberger LLC, an accounting firm. Additionally, he is a committee member of the National Cancer Institute Council of Research Advocates. 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 portfolio management, financial planning, and retirement plan advisory services, employing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Jeffrey Dehaan is a CFP® with 16 years of experience in the financial advisory industry, currently serving at Clearwater Capital Partners. He has been with Clearwater Capital Partners and its affiliates since 2013. In addition to his advisory role, he places insurance products for clients as part of their overall wealth management plans. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services such as private wealth management, family office support, and retirement plan advisory. The firm emphasizes portfolio management guided by written Investment Policy Statements and employs a mix of fundamental, technical, quantitative, and thematic analysis.

Seth Woodward is a financial advisor with Timothy Financial Counsel, Inc. in Wheaton, IL. He holds a Series 65 credential and joined the firm in 2026. Prior to his advisory role, he worked at Microsoft Corp for four years and EY-Parthenon for three years. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching without discretionary portfolio management, favoring diversified exposure through no-load mutual funds and ETFs and a time-based billing model.

Timothy O'Donnell is a financial advisor with Sequoia Wealth Management, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Sequoia Wealth Management since 2015 and also maintains an affiliation with LPL Financial since 2013. Outside of his advisory work, he serves as Vice President and Chair of the Election Operations Committee for the Barrington Township Republican Organization. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans, providing asset management, financial planning, and retirement-plan consulting. The firm utilizes a combination of quantitative optimization, third-party research, and manager selection, offering discretionary management and third-party strategist models tailored to clients’ goals.

Nancy Effert is a financial advisor at Essex LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at ChangePath, LLC and Partnervest Advisory Services, LLC. Outside of her advisory role, she is involved in life insurance and annuity sales through Effert Financial Solutions. Essex LLC is a team-based registered investment adviser managing approximately $563 million for around 600 clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consultation services, employing model portfolios and a range of analytical approaches to asset selection and monitoring.

Andrew Lindquist is a Series 65-licensed financial advisor at Timothy Financial Counsel, Inc. with five years of industry experience. Before joining Timothy Financial Counsel in 2021, he worked for Rauner College Prep from 2015 to 2020. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that offers individual consultations and project-based advice on various financial topics for a diverse client base. The firm emphasizes a time-based billing model, diversified investment exposure, and advisory services without managing client assets directly.

Daniel Borello is a financial advisor at James T. Borello & Co. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2016. James T. Borello & Co. provides discretionary investment management and comprehensive financial planning services to individuals, high-net-worth clients, small businesses, trusts, and other legal entities. The firm employs diversified portfolios using asset-allocation models and quantitative risk/return analysis, offers third-party managed account programs and direct indexing strategies, and conducts regular account reviews.

Todd Needlman is a financial advisor at Parkside Investments, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Parkside Investments since 2018, following five years at Interactive Brokers LLC. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, and other institutional clients. The firm employs a long-term, fundamental analysis-driven approach focused on large-cap core equity portfolios, supplemented by fixed income, ETFs, option-based strategies, and private investment allocations.

Colleen Nesslar is a financial advisor at Pendulum Wealth Partners with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Ameriprise, Wealth Enhancement, Raymond James Financial, LPL Financial, and Charles Schwab. Pendulum Wealth Partners is a nine-advisor team serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and a family office suite, using a fundamental, long-term investment approach and a range of investment vehicles to align portfolios with client goals and risk tolerance.

Joseph Savenok is a financial advisor with Harvest Investment Services, LLC and holds a Series 65 designation. He has two years of industry experience and previously worked at firms including Jones Lang LaSalle and T. Rowe Price. He also serves as an Advisor Assistant with Envoy Advisory Inc., an affiliated investment advisory firm. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team structure and uses a range of investment strategies including tactical management and various analytical techniques.

Peggy Hauser is a financial advisor with SAGE Private Wealth Group, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked at SAGE Private Wealth Group since 2015 and previously spent five years with Raymond James Financial Services Advisors Inc. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management, employing a client-specific process that incorporates tailored asset allocation and diverse investment strategies.

Hannah Carter is a financial advisor at Carter Financial Group, Inc. with four years of industry experience. She holds a Series 65 designation and has worked at several firms, including LILA and Saint Julivert. In addition to her advisory role, she is licensed as an insurance agent specializing in life, accident, and health insurance. Carter Financial Group, Inc. is a team of five advisors managing approximately $382 million for individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm utilizes proprietary model portfolios and a range of investment strategies, combining quantitative and technical analysis with third-party research.

Janis Sleeter is a CFP® professional with 32 years of experience in the financial industry, currently serving at Ruggaard & Associates since 2023. Her prior experience includes roles at LPL Financial and Cetera Advisor Networks LLC. Outside of finance, she has long-term involvement in agricultural businesses, holding leadership roles in family farm corporations. Ruggaard & Associates serves individual clients, including high-net-worth households, as well as pension and corporate retirement plans, offering discretionary and non-discretionary portfolio management, retirement plan advisory, comprehensive financial planning, and tax preparation services. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis, implementing strategies ranging from long-term buy-and-hold to shorter-term trading, including options and margin where appropriate.

Colin Hartwell is a financial advisor at Essex LLC with a Series 65 credential and is early in his career. His work history includes multiple roles at Essex LLC since 2023 and prior experience in education at various schools and Miami University. Essex LLC is a registered investment adviser managing approximately $649 million across individual and institutional clients. The firm uses a multi-member investment policy committee to develop model portfolios with a mix of fundamental, technical, and sector analysis, offering both discretionary and non-discretionary portfolio management and financial planning services.

Edward Horwitz is the president of E. A. Horwitz LLC with 34 years of industry experience. He has worked at LaSalle St. Securities, LLC, Westerm International Securities, Inc., and has led his own firms, including Horwitz & Associates since 1991. Outside of his advisory roles, he serves as chair of Sigma Alpha Epsilon Investments, oversees scholarship awards as RMCC Scholarship Chair, and is treasurer on the board of The Lodge of Northbrook. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients. The firm employs a conservative, principal-preservation investment approach tailored to client needs and integrates tools such as options and fixed-income trading to manage risk and generate income.

Hanna An is a CFP® professional at Chicago Oakbrook Financial Group with one year of industry experience. She previously worked at Daniel Choi CPA, Inc. for two years. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm uses a wide range of securities and investment strategies tailored to client objectives and manages over $1.2 billion in client assets through a multi-advisor team.

Sherene Meier is a financial advisor at Nadler Financial Group, Inc. in Deerfield, IL, holding a Series 66 designation with over 15 years of experience in the financial services industry. Her work history includes roles at Ausdal Financial Partners, Jeffrey Krol and Associates, ClearPath Financial CPAs, and Schneiderman, Kohn & Winston. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a team of 15 advisors, serving individuals, charitable organizations, business entities, and retirement plans. The firm employs a tactical asset allocation approach using diversified mutual funds, ETFs, and other strategies, and offers discretionary investment management along with financial planning and retirement-plan consulting services.

Eva Hahn is a financial advisor at Azzad Asset Management, Inc. with one year of industry experience. She holds a Series 66 designation and has prior experience at Raymond James & Associates. Outside of her advisory role, she is involved with the Islamic Society of Northwest Suburbs. Azzad Asset Management offers investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, trusts, small businesses, and other institutions. The firm specializes in socially responsible Islamic investing, using proprietary screening tools to exclude certain industries, and manages assets through a combination of in-house and independent managers across multiple asset-allocation strategies.