Zachary Zewiske is a CFP® with four years of industry experience, currently serving as a financial advisor at Nadler Financial Group, Inc. He previously worked at Charles Schwab & Co., Inc. and Principal Financial. Outside of his advisory role, he is also an independent insurance agent. Nadler Financial Group manages over $2.18 billion for individuals, charitable organizations, businesses, and retirement plans through a team of 16 advisors. The firm employs tactical asset allocation with diversified mutual funds, ETFs, independent managers, and Schwab sub-advisory solutions to serve clients across various investment objectives.

Alexis Swaney is a Series 65-licensed financial advisor with The Dala Group, LLC, where she has worked since 2026. Prior to joining the firm, she held roles related to human ecology and participated in various community and business activities. The Dala Group provides portfolio management, comprehensive financial planning, and limited consulting services to individuals, including high-net-worth clients, and business entities. The firm employs multi-disciplinary analysis and asset allocation strategies across a range of securities, serving both discretionary and non-discretionary mandates.

Marilyn Bilyk is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Journey Financial Group since 1997 and previously worked at Royal Alliance Associates, Inc. for 26 years. In addition to her advisory role, she serves as a notary public, providing services to clients at no charge. Journey Financial Group serves individual clients across varying wealth levels, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning using firm-developed model portfolios that range from conservative to aggressive, incorporating both fundamental and technical analysis.

Matthew Rice is a CFA® charterholder and Series 63 licensee affiliated with Goldstone Financial Group, LLC. He has one year of industry experience and currently serves as Chief Investment Officer at Goldstone Financial Group, Vistamark Consulting LLC, and First Business Bank. Outside of his advisory roles, he is involved in developing investment strategies for institutional clients through his consulting business. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and model portfolios, employing a variety of investment strategies including mutual funds, ETFs, fixed income, and alternative vehicles with ongoing account monitoring.

Joshua Henderson is a CFP® with three years of industry experience currently serving at Timothy Financial Counsel, Inc. He joined the firm in 2022 after seven years at TransMarket Operations LLC. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm offering individual consultations and project-based advice on topics such as retirement planning, tax strategies, and estate planning. The firm serves individuals, families, businesses, and trusts, focusing on advisory and implementation coaching without managing client assets or exercising discretionary authority.

Austin Feldman is a financial advisor at Feldman, Ingardona & Co with four years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC. Feldman, Ingardona & Co. provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutions, focusing on long-term strategic asset allocation and manager selection. The firm employs both active and passive mutual funds and ETFs, offering discretionary and non-discretionary management with regular portfolio reviews.

Michael Burke is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 66 registrations and bringing 38 years of industry experience. He has worked at Monere Investments, Inc. since 2015 and previously spent seven years with Sanctuary Securities, Inc. Monere Wealth Management is a team-based advisory firm managing approximately $312 million in assets for individual, high-net-worth clients, pension plans, charities, and business accounts. The firm offers financial planning, portfolio management, and pension consulting through both discretionary and non-discretionary advisory relationships.

Eric O Brien is a CFP® professional with three years of industry experience, currently serving as an advisor at Nadler Financial Group, Inc. He has held roles at several firms including Ausdal Financial Partners, Focus Partners Wealth, Kovitz Investment Group Partners, Strategic Wealth Partners, BMO, Fifth Third Bank, and MB Financial Bank. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a 15-advisor team, serving individuals, charitable organizations, businesses, and retirement plans. The firm employs tactical asset allocation with diversified mutual funds, ETFs, and specialized strategies, offering discretionary investment management alongside financial planning and retirement consulting services upon request.

Matthew Schwerin is a CFA® charterholder with 21 years of experience in the financial services industry. He is affiliated with North Star Investment Management Corporation and has longstanding roles with CAPS Financial Group, Hometown Financial Group, and Flanagan State Bank. Schwerin serves as a director on the board of Flanagan State Bank and is president of the Flanagan Bank Holding Company, Hometown Financial Group. North Star Investment Management Corporation serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in assets and frequently integrates its proprietary mutual funds into client portfolios as part of its investment approach.

Gregory Foss is a financial advisor at Nadler Financial Group, Inc. in Deerfield, IL, holding a Series 66 designation with seven years of industry experience. Prior to joining Nadler Financial Group in 2018, he worked at Tandem HR, Inc. from 2012 to 2018. He is involved in educating client employees on the benefits of 401(k) plans. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, providing discretionary investment management along with financial planning and retirement plan consulting services. The firm employs tactical asset allocation across diversified vehicles and offers a focused investment program for smaller accounts, supported by a multi-advisor team managing approximately $1.9 billion in assets.

Marisa Marshall is a CFP® professional at Capstone Financial Advisors Inc with six years of experience in the financial services industry. Her prior roles include positions at The Mather Group, Baroncini, Shorts, and Morton Private Wealth. Capstone Financial Advisors serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering portfolio management, financial planning, and supplementary services such as tax preparation and access to private fund investments. The firm emphasizes asset-class allocation, cost control, and tax positioning, managing approximately $2.44 billion in client assets across a multi-advisor team.

Samuel Gerry is a financial advisor at Goldstone Financial Group, LLC with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at ALPS Distributors, Inc., Performance Trust Asset Management, and Guggenheim Partners. Goldstone Financial Group is a multi-team, SEC-registered investment adviser managing approximately $1.05 billion across over 1,600 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, employing a range of investment strategies including mutual funds, ETFs, fixed income, and alternative vehicles.

Alan Krause is a financial advisor at Clearwater Capital Partners with 17 years of industry experience. He holds a Series 65 designation and has worked at Clearwater Capital Partners since 2008. Krause also serves as Chief Operations Officer at Shodeen Group, a real estate development company, and is a director at Porte Brown, a certified public accounting firm. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, providing services including private wealth management, institutional advisory, and retirement plan strategies. The firm manages portfolios based on written Investment Policy Statements and employs a range of analytical approaches, with access to alternative investments and private placements.

James Chapman is a financial advisor at Clearwater Capital Partners with 12 years of industry experience. He holds a Series 65 designation and has been with Clearwater in various capacities since 2016. In addition to his advisory role, he is involved in the sale of life and long-term care insurance as part of a comprehensive financial plan. Clearwater Capital Partners provides 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 range of investment strategies including asset allocation, fundamental and quantitative analysis, options strategies, and thematic exploration.

Pei Liu is a financial advisor at E. A. Horwitz LLC with 14 years of industry experience and holds a Series 66 designation. Prior to joining E. A. Horwitz in 2017, Liu worked at Western International Securities, BFC Planning, Berthel, Fisher & Company Financial Services, and Morgan Stanley. E. A. Horwitz LLC is a team-based registered investment adviser with ten advisors managing approximately $273 million for several hundred individual clients. The firm offers portfolio management and financial planning services with a conservative, principal-preservation investment approach and individualized portfolios.

Brian Burkhart is a financial advisor at Wealth Effects with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bridgeway Wealth Partners, Avenir Private Advisors, Bank of America, Merrill, and Managed Account Advisors. Wealth Effects provides discretionary wealth management, financial planning, and investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm uses a combination of fundamental and technical analysis to build primarily long-term portfolios with individual stocks, ETFs, mutual funds, bonds, and options, managing accounts mostly on a discretionary basis with regular reviews.

Jeremy Reiland is a financial advisor at Vantage Point Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prosperity Capital Advisors and The Chamberlin Group. Outside of his advisory role, he is a licensed insurance agent with Reiland Financial Group, offering life and health insurance products and Medicare planning. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners by providing investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost funds and ETFs, with flexibility to include alternative investments and tax-sensitive strategies.

Robert Wootton is a CFP® professional with 15 years of industry experience, currently serving at Capstone Financial Advisors Inc in Downers Grove, Illinois. His work history includes roles at USAA Financial Advisors, Inc and USAA Financial Planning Services, spanning over a decade prior to his current position. Capstone Financial Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach focuses on asset-class allocation, cost control, and tax efficiency, using a diversified mix of investment vehicles and a multi-year outlook, while also offering in-house tax preparation and pension plan consulting.

Jakob Horwitz is a financial advisor with E. A. Horwitz LLC, holding a Series 66 designation and six years of industry experience. He has worked at LaSalle St. Securities, LLC, Western International Securities, Inc., and Peppermill Casino prior to his current roles. Horwitz serves on the FINRA SIE writing committee. E. A. Horwitz LLC is a team-based registered investment adviser with ten advisors managing approximately $273 million for several hundred individual clients. The firm offers portfolio management and financial planning services with a conservative, principal-preservation investment approach, individualized portfolios, and active trading capabilities.

Michael Dillon is a financial advisor with Uhlmann Investment Management, L.L.C. He holds Series 63 and Series 65 designations and has 36 years of experience in the industry. His career includes roles at Uhlmann Price Securities since 2011, Wells Fargo Advisors since 2009, and David A. Noyes & Company since 1994. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individual, institutional, and trust clients, including high-net-worth individuals. The firm’s investment approach is based on fundamental analysis and long-term asset allocation, offering a mix of stocks, bonds, ETFs, mutual funds, and alternatives tailored to clients’ objectives and risk tolerance.