Justin Nolan is a financial advisor at Essex LLC with Series 63 and Series 65 licenses and four years of industry experience. He has been with Essex LLC since 2016. Outside of his advisory role, Nolan serves as a director for FPI Inc., a forging industry company, and participates on the finance committee of Westmoreland Country Club in Wilmette, Illinois. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, pension, and charitable organizations. The firm manages discretionary and non-discretionary portfolios using a multi-member investment policy committee and employs a combination of fundamental, technical, and sector analysis across various asset classes.

Carter King is a financial advisor with Clearwater Capital Partners, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Ascensus and Royal Valet Tulsa, as well as educational positions at Oral Roberts University and Westminster Christian School. Clearwater Capital Partners offers family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base, including individuals, high-net-worth clients, sovereign wealth funds, and governmental entities, employing a range of investment strategies and offering access to alternative investments and private placements.

Tina Barrile is a CFP® and CFA® with 19 years of industry experience. She is currently with The Dala Group, LLC and has previously worked at Northern Trust Co., BDF LLC / Corient, and Hemsley & Associates, Ltd. The Dala Group serves individual and high-net-worth clients through portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm combines fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using a range of investment vehicles tailored to client objectives and risk tolerance.

Erin Fogarty is a financial advisor at Wellment Financial in Elmhurst, IL, holding a Series 65 designation with seven years of industry experience. She has worked with FSR Wealth Management and FSR Insurance Planning, Ltd., where she is a licensed insurance agent. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions, focusing on retirement planning and tax strategies. The firm implements diversified model portfolios using various investment approaches and offers managed accounts through a third-party sub-advisor and wrap-fee platform.

Kevin Coyle is a financial advisor at Coyle with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Coyle Financial Counsel, Inc. since 1988, serving as its vice president. Outside of advisory work, he holds managerial roles in several business-to-business service companies and a publishing company. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, providing discretionary and non-discretionary asset management along with financial assessment, wealth advisory, project-based planning, and family legacy services. The firm’s investment approach integrates tactical and strategic asset allocation, individualized portfolio construction, and security-level analysis using various research methods to align portfolios with client goals and risk tolerance.

Brian Szymczak is a financial advisor with Wellment Financial and holds a Series 65 designation. He has five years of industry experience and has worked at FSR Wealth Management, Ltd. and Portfolio Solutions Group. He is also associated with FSR Insurance Planning, Ltd. as a licensed insurance agent. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth individuals, and institutional clients. The firm focuses on retirement planning with an emphasis on tax strategies and uses diversified model portfolios managed through a third-party sub-advisor and wrap-fee platform.

Kevin Mack is a financial advisor with Mack Investment Securities, Inc. in Northfield, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Mack Investment Securities since 2006. Mack Investment Securities advises individuals, pension and profit-sharing plans, corporations, and other custodial accounts, offering services such as portfolio management, financial planning, pension consulting, and market-timing. The firm employs a manager-of-managers structure combining sub-adviser oversight and firm-run model strategies, with some models allowing tactical asset allocation shifts and use of ETFs, including leveraged and inverse products.

Andrew Grider is a CFA® charterholder with 18 years of industry experience. He has worked at Leelyn Smith, LLC since 2011 and has held roles at LPL Financial and National Planning Corporation. Grider is also involved with Leelyn Smith Tax, LLC, a firm providing tax preparation and accounting services. Leelyn Smith, LLC offers discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs model-based and individualized portfolio allocations across a range of investment vehicles and utilizes various technology platforms and third-party managers in its advisory process.

Brendon Pierce is a financial advisor with Chicago Oakbrook Financial Group, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Allianz Global Investors and Commonwealth Financial Network. Outside of his advisory work, he is the owner of Fox Hill Ventures, LLC. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm employs a wide range of securities and investment strategies tailored to client objectives and maintains an institutional relationship with Raymond James for custodial and research support.

Edward Scoby is a CFP® with 18 years of industry experience, currently serving at Sequoia Wealth Management, LLC since 2015. He also has a tenure with LPL Financial dating back to 2010. Outside of his advisory roles, he collaborates with One Resource Group to provide life insurance, long-term care insurance, and fixed annuities. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and retirement plans, offering asset management, financial planning, and retirement-plan consulting. The firm utilizes a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios, managing both discretionary and non-discretionary assets.

Martin Fogarty is a financial advisor with Total Clarity Wealth Management, Inc. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Total Clarity in 2024, he was with Capital Point Financial Group, Ltd. for seven years. In addition to his advisory work, he is the founder and practicing attorney at The Heartland Law Firm since 2000. Total Clarity Wealth Management serves individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors, providing discretionary portfolio management, financial planning, and donor-advised fund support. The firm employs customized asset allocations, utilizes multiple managed account programs, and incorporates third-party model portfolios while offering specialized strategies for sophisticated investors.

Debbiann Frenzel is a financial advisor at Parkside Investments, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Parkside since 2018, previously spending 10 years at Cedar Hill Associates, LLC. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, and institutional clients with discretionary wealth management and portfolio management. The firm employs a fundamental, long-term large-cap core equity approach, supplemented by fixed income, ETFs, option-based strategies, and private investment allocations, managing over $1 billion in assets with a focus on proprietary pooled funds and performance-based compensation models.

Melvin Lubelski is a financial advisor with SGL Financial, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Fifth Third Securities, Cetera, and Bank Financial. He is also a licensed insurance agent. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard and emphasizes diversified asset allocation and long-term investment horizons, often implementing portfolios through third-party managers.

Michael Mazursky is a ChFC® credentialed advisor with over 31 years of industry experience. He is president of North Star Investment Management Corporation and North Star Benefits LLC and has been with North Star Investment Management since 2009. Prior to this, he worked at PRP Advisors LLC and NewEdge Securities, Inc. In addition to his advisory role, he serves as president of an affiliated insurance and benefit planning firm, North Star Benefits LLC. North Star Investment Management 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, employs a range of investment strategies, and sponsors multiple mutual funds that are often used in client portfolios.

Robert Youman is a financial advisor at E. A. Horwitz LLC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with E. A. Horwitz since 2016. He also serves as a board member of Finward Bancorp, a bank holding company. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment approach tailored to individual needs. The firm combines small-firm client service with institutional trading and compliance infrastructure.

Erik Miller is a financial advisor at Essex LLC with a Series 65 designation and one year of industry experience. Prior to joining Essex, he worked at Safe Harbor Wealth Advisors and has a background including roles at Miami University and several golf and country clubs. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, and charitable organizations, managing approximately $649 million across 576 client accounts. The firm employs a multi-member investment policy committee to guide portfolio construction using a combination of fundamental, technical, and sector analysis across various asset classes.

Nancy Fehrenbach is a CFP® and CFA® credentialed advisor with nine years of industry experience. She is currently with Nadler Financial Group, Inc. and Aisdal Financial Partners, Inc., having previously worked at Moller Financial Services, AMG National Trust, and Phase 3 Advisory Services. Fehrenbach is also registered as an Independent Insurance Agent, a role she has held since 2017. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, providing discretionary investment management and, upon request, financial planning and retirement plan consulting. The firm employs tactical asset allocation across diversified vehicles and offers a program tailored for smaller accounts alongside multi-advisor scale and institutional support from Schwab Advisor Services.

Martin Kohlieber is a financial advisor at SGL Financial, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining SGL Financial in 2022, he worked at E*TRADE Securities LLC from 2018 to 2022. SGL Financial, LLC is a fee-based investment adviser serving financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm focuses on broad diversification and long-term asset allocation, implementing portfolios primarily through third-party money managers and a sub-advisory relationship with Savant Capital.

Mark Komorowski is a CFP® and ChFC® with five years of industry experience. He is currently affiliated with Wellment Financial and has prior experience at Equitable Advisors and Nexen Group. Komorowski is also a licensed insurance agent involved with FSR Insurance Planning, Ltd. Wellment Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm utilizes vetted model portfolios and a sub-advisor platform focusing on tax-aware retirement planning and offers both comprehensive and modular financial plans.

Jack Rizzi is a CFP® professional with one year of industry experience, currently serving at Dew Wealth Management. He previously worked at Patrick M. Sweeney & Associates, Inc. and has held various roles including positions at Elmhurst University and Anytime Fitness. Dew Wealth Management serves individuals and high-net-worth clients, including business owners, pension plans, and charitable organizations, providing a range of wealth services from family office assessments to investment management and retirement plan consulting. The firm combines financial planning and consulting with investment oversight and coordination of outside professionals, offering both discretionary and non-discretionary investment management.