Colleen Nesslar is a financial advisor at Pendulum Wealth Partners with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Ameriprise, Wealth Enhancement Group, Raymond James Financial, and Charles Schwab. Pendulum Wealth Partners serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing investment advisory and financial planning services. The firm employs a fundamental, long-term investment approach and offers a family office suite alongside discretionary portfolio management and standalone financial planning.

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.

Teresa Mitchell is a CFP® with 25 years of experience in financial advisory services. She is affiliated with Signature Financial Services, Ltd and has a background that includes a long-standing accounting practice under Teresa L. Henley CPA since 1996. Mitchell also maintains an accounting practice outside of her advisory work. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven and grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of mutual funds and ETFs, with a focus on periodic rebalancing rather than high-frequency trading.

Daniel Shapiro is a financial advisor at New Vernon Wealth Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New Vernon Wealth Management since 2013 and Sf Investments, Inc. since 1989. He is a minority owner of New Vernon Investment Management LLC, which acts as a general partner for several private funds. New Vernon Wealth Management primarily serves high-net-worth families and individuals, as well as trusts, retirement plans, charitable organizations, and corporate clients. The firm employs a forward-looking, value-based investment philosophy with a focus on capital preservation, balanced income and growth, and capital appreciation, typically through mid- to long-term holdings.

Rebecca Fragassi is a CFP® professional with nine years of industry experience. She has been with Coyle Financial Counsel since 2007. Based in Glenview, IL, she works within a team of 11 advisors at Coyle. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities, providing asset management, wealth advisory, and financial assessment services. The firm combines tactical and strategic asset allocation with various analytical methods and offers both discretionary and non-discretionary management, including an automated sub-adviser program for smaller accounts.

Jingbo Pan is a financial advisor at Vestech Asset Management Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Coastal Investment Advisors and Axiom Capital Management. Outside of advising, he is president of J&Y CPA Consulting Company, P.C., an accounting and tax consulting business. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a mix of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both discretionary management and project-based planning.

Kevin Rochford is a financial advisor at Clearwater Capital Partners with 19 years of industry experience. He holds Series 66 and Series 63 licenses, and has previously worked at Bernstein, Satter Management, and Bessemer Investor Services. Clearwater Capital Partners offers family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves individual, high-net-worth, and several institutional clients, employing a mix of asset-allocation, fundamental, technical, quantitative, and thematic investment strategies.

Camilla Corso is a CFP® professional with 14 years of experience in financial advising. She has been with DigioVine Hnilo Jordan + Johnson, Ltd. since 2010. Corso is based in Bartlett, IL, and works as part of an eight-advisor team at DHJJ Financial Advisors. DHJJ Financial Advisors manages approximately $543.5 million and serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm integrates investment management with access to tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a variety of investment vehicles.

Matthew Cavanaugh is a financial advisor at XXI Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at MAI Capital Management LLC, Intersect Capital LLC, GTS Securities, LLC, TRU Trading LLC, and CMZ Trading. XXI Wealth serves individuals, high-net-worth clients, trusts, estates, and select retirement plans, providing comprehensive financial planning and portfolio management. The firm employs tailored asset-allocation strategies including a range of investment vehicles and is notable for its use of margin and derivatives within separately managed accounts, serving a limited client base with a customized service model.

Thomas Obrien is an investment advisor at Rothschild Wealth LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at firms including Morningstar Investment Services and Astor Investment Management LLC. Outside of his advisory role, he is a silent equity partner of TRAIN, LLC, a private workout facility, where he serves on a sub-committee for rules and bylaws. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm’s investment approach focuses on asset-allocation models supported by quantitative analysis, utilizing mutual funds, ETFs, equities, fixed-income securities, and third-party sub-advisers.

David Jutovsky is a financial advisor at Financial Solutions Advisory Group with 23 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Financial Solutions Advisory Group in 2019, he worked at Hightower Advisors LLC and Leonetti & Associates, LLC. Outside of his advisory role, he serves as president of JDL Private Tax Services, a tax preparation company. Financial Solutions Advisory Group manages around $900 million in discretionary assets for individuals, corporations, pension and profit-sharing plans, and trusts. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop and implement client investment policies, and it emphasizes pension plan consulting and participant education as part of its services.

Kevin Carter is a CFP® professional with 39 years of industry experience, currently serving at Carter Financial Group, Inc. and Mutual Securities, Inc. since 2019. His prior experience includes five years at VOYA Financial Advisors. Outside of his advisory roles, he is an independent insurance agent focusing on life, health, and Medicare supplement insurance. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios and quantitative analysis combined with external platforms to manage client assets, offering both discretionary and non-discretionary management along with specialized services such as retirement plan participant account management and cash management solutions.

Arthur Frasca is a financial advisor at Regal Advisory Services, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Noble Capital Partners since 2007. Outside of advising, he serves on the boards of VIBE Credit Union and multiple local governmental committees in Waterford Township, Michigan. 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 utilizes a combination of fundamental and quantitative research, offering discretionary and non-discretionary managed accounts through proprietary strategies and third-party platforms.