Sean Condon is a CFP® professional with 15 years of industry experience. He is currently with Rothschild Wealth LLC and previously spent 19 years at Perritt Capital Management. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients by providing portfolio management, financial planning, and retirement and investment consulting. The firm uses both quantitative and qualitative analysis to implement asset-allocation models that consider tax, estate, cash-flow, and risk factors, employing a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party managers.

Robert Borchardt is a financial advisor with SAGE Private Wealth Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Raymond James Financial and Raymond James Financial Services, Inc. for over two decades before joining SAGE Private Wealth Group in 2016. SAGE Private Wealth Group is an SEC-registered advisory firm that serves individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management using a client-specific process that includes asset allocation, rebalancing, and a range of investment strategies, alongside services such as donor-advised fund advice, retirement-plan fiduciary support, and coordinated family office solutions.

Michael Applebaum is a financial advisor at Signature Financial Services, Ltd with 26 years of industry experience. He holds a Series 66 designation and has worked at Signature Financial Services, Ltd since 1998 and First Heartland Capital, Inc. since 2001. He also operates Applebaum & Associates, P.C., providing accounting and tax services. Signature Financial Services, Ltd 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 mix of mutual funds, ETFs, and other asset classes.

Mark Laspisa is a CFP® with 29 years of industry experience and has been with Vermillion Financial Advisors, Inc. since 1988. He is based in South Barrington, IL, and holds the Series 63 designation. Vermillion Financial Advisors serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations by providing financial planning and investment advisory services, including employer-sponsored retirement plans. The firm emphasizes structured, written communications and educational services, offering both model and customized portfolio solutions on a non-discretionary basis.

Michael Deering is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with four years of industry experience. He holds the PFS™ designation and has been associated with Mowery & Schoenfeld since 2011, working in both wealth management and as a tax partner involved in tax preparation and planning. Mowery & Schoenfeld Wealth Management advises individuals, including high-net-worth clients, and retirement plans, providing discretionary portfolio management, financial planning, and retirement consulting. The firm customizes portfolios based on client circumstances and risk tolerance, using a combination of mutual funds, ETFs, individual securities, and third-party money manager oversight.

Elizabeth Gieser is a financial advisor at Timothy Financial Counsel, Inc. She holds a Series 65 designation and has one year of industry experience. Her prior work includes roles at Apriem Advisors and Wright Ford Young & Co. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on a range of financial topics and uses a time-based billing model, favoring diversified exposure through no-load mutual funds and ETFs with an emphasis on asset allocation and rebalancing.

Kimberly Velasco is a CFP® with 11 years of experience in financial advising. She has worked at The Dala Group, LLC since 2024 and previously held roles at Corient, Balasa Dinverno Foltz LLC, and WIPFLI Financial Advisors. The Dala Group serves individual and high-net-worth clients with portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies tailored to client objectives and risk tolerance.

Chad Anderson is a financial advisor at James T. Borello & Co. with four years of industry experience. His background includes roles in construction, insurance, and sports-related organizations such as the Miami Dolphins and Florida Panthers. He also has experience running One Time Show LLC. James T. Borello & Co. serves individuals, high-net-worth clients, family offices, small businesses, trusts, and other legal entities, managing approximately $514 million across about 700 client relationships. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing asset-allocation models tailored to client goals and employing quantitative analysis and third-party software.

William Clark is a CFP® with nine years of industry experience currently affiliated with Nadler Financial Group, Inc. He previously worked at Ausdal Financial Partners, Inc., James T. Borrello & Co., and Kuhn Wealth Management. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a 15-advisor team, serving individuals, charitable organizations, business entities, and retirement plans. The firm employs tactical asset allocation with diversified mutual funds, ETFs, and alternative strategies, offering discretionary investment management along with financial planning and retirement-plan consulting services.

Brian Fritzsche is a CFP® and CFA® with seven years of industry experience. He has been with Moller Financial Services since 2018 and previously worked at DRW Trading for nine years. Moller Wealth Partners provides personal financial planning and investment management to individuals, families, and trusts, focusing on areas such as tax and estate planning, charitable giving, education funding, and special needs planning. The firm uses a fee-only model with strategic asset allocation primarily through low-cost mutual funds and ETFs, managing most client assets on a discretionary basis.

Jacob Frerichs is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Timothy Financial Counsel, Inc. since 2018 and previously held positions at Thrivent Financial, Stone Creek Golf Club, and the University of Illinois. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes time-based billing and offers advice on income management, retirement planning, tax strategies, and risk management, favoring diversified exposure through no-load mutual funds and ETFs rather than individual securities.

Carlo Airdo Jr. is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Chicago Oakbrook Financial Group, where he has worked since 2024, following a decade at Commonwealth Financial Network. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized wealth management, discretionary portfolio management, and comprehensive financial planning, utilizing a wide range of securities and strategies tailored to client objectives.

Phillip Coad is a CFP® professional with 14 years of industry experience, currently serving at Vermillion Financial Advisors, Inc. in South Barrington, IL. He has been with Vermillion Financial Advisors since 2005, working as part of a six-advisor team. Vermillion Financial Advisors provides financial planning, investment advisory, and employer-sponsored retirement plan services to individuals, trusts, business entities, and pension/profit-sharing plans. The firm offers both stand-alone financial planning and ongoing investment advisory programs, utilizing model and customized portfolios along with structured service tiers and educational workshops for plan participants.

Andrea Claeys is a financial advisor at SAGE Private Wealth Group, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Ayco, Goldman Sachs from 2019 to 2025. 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, using a client-specific process that includes tailored asset allocation and ongoing portfolio monitoring.

Charles Melka is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Sequoia Wealth Management, LLC since 2015. He also maintains a role with LPL Financial, LLC, where he has worked concurrently since 2015. Melka provides financial advisory services including insurance policy servicing for his clients. Sequoia Wealth Management serves individuals, trusts, estates, corporations, and employer retirement plans, offering 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 and provides both discretionary management and third-party strategist models.

Tom Sleeter is a financial advisor with Ruggaard & Associates, holding a Series 66 credential and over 27 years of industry experience. His career includes roles at LPL Financial and Cetera Advisor Networks LLC, and he has been involved with multiple family farming enterprises since the early 1990s. Outside of financial advising, he serves as a board member for two nonprofit organizations related to a recreational island and a rural cemetery. Ruggaard & Associates provides investment management and financial planning services to individual clients, including high-net-worth households, as well as pension and corporate retirement plans. The firm employs a variety of analytical approaches and strategies tailored to client objectives, combines investment management with tax preparation, and offers quarterly reviews and detailed reporting.

James Longo Jr. is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He is currently with Cora Capital Advisors, where he has worked since 2025, following a long tenure at Osaic FA, Inc. In addition to his advisory role, Longo is involved in insurance sales and is the president of Paramount Wealth Advisors, a consulting company. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, employing a long-term, fundamental investment approach tailored to client goals and risk tolerance.

David Garcia is a financial advisor at Regal Advisory Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Regal Discount Securities, Inc. since 1998. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and other 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, using a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

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 worked previously at Brighthouse Financial, Motorola Solutions, and LaSalle Investment Management. 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 with a client-specific process tailored by financial goals and risk tolerance, utilizing a variety of investment vehicles and ongoing portfolio monitoring.