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.

John Valleau Jr. is a CFP® and Series 65-licensed advisor with 28 years of industry experience. He has worked at ShankerValleau Wealth Advisors, Inc. since 1993 and is also involved with ShankerValleau Accountants, Inc., an accounting firm where he assists with tax preparation. ShankerValleau Wealth Advisors, Inc. is a six-advisor team managing approximately $550 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes diversified, low-cost, research-driven portfolio management primarily using structured strategies from Dimensional Fund Advisors, combined with ongoing financial planning and both discretionary and limited non-discretionary services.

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.

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 66 and Series 63 designations. Her prior roles include positions at Ameriprise, Wealth Enhancement, Raymond James Financial, LPL Financial, Charles Schwab, and FORM Wealth Advisors. Pendulum Wealth Partners is a nine-advisor team managing approximately $283 million for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and a family office suite, employing a fundamental, long-term investment approach with a variety of investment vehicles tailored to 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 bringing 10 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. and Raymond James Financial Services. SAGE Private Wealth Group serves individual investors, high-net-worth families, and employer retirement plans with wealth management, financial planning, fiduciary retirement-plan services, donor-advised fund advice, and family office offerings. The firm employs a multi-advisor team approach, using fundamental, technical, and cyclical analysis to construct portfolios tailored to clients’ goals and risk tolerances.

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 over 31 years of industry experience. She is currently with Ruggaard & Associates and has previous experience at LPL Financial, Cetera Advisor Networks LLC, and Total Clarity Wealth Management, Inc. Outside of financial advising, she holds leadership roles in family farming businesses, including Sleeter Farms Nebraska, Inc. and Sleeter Family Farm Corporation. Ruggaard & Associates is a team-based SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a multi-method investment process and offers a range of strategies tailored to clients’ objectives, with ongoing account monitoring and periodic reporting.

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.

Justin Dagostino is a CFP® and holds a Series 66 license, with nine years of experience in the financial services industry. He is currently with Vertex Partners, where he has worked since 2019 in various capacities, including the launch of Vertex Partners as an independent investment advisor firm in 2022. His prior experience includes roles at LPL Financial, TD Ameritrade, Scottrade, Executive Wealth Management, and INVEST Financial Corp. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities. The firm’s investment approach emphasizes asset allocation, diversification, and behavioral finance, using a combination of active and passive model portfolios implemented through various investment vehicles and third-party manager platforms.

Hanna An is a CFP® professional with experience at COFG Advisors, LLC and Daniel Choi CPA, Inc., totaling several years in financial services. She currently serves at Chicago Oakbrook Financial Group in Oak Brook, IL. 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 broad range of securities and investment strategies tailored to client objectives.

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.

Jennifer Wyton is a CFP® and holds a Series 65 license, currently serving as an advisor at ShankerValleau Wealth Advisors, Inc. with three years at the firm and a total of seven years in the financial industry. Prior to joining ShankerValleau, she was self-employed and led Wyton Solutions Inc. She is also the owner of Blackcidr Corporation, a software consulting business, and works as an accountant providing tax preparation assistance at ShankerValleau Accountants, Inc. ShankerValleau Wealth Advisors, Inc. is a six-advisor team managing approximately $550 million for a diverse client base that includes individuals, retirement plans, nonprofits, and corporations. The firm emphasizes a diversified, low-cost, research-driven investment approach, primarily using structured strategies from Dimensional Fund Advisors and offers portfolio management through a wrap-fee program combined with ongoing financial planning.

Rebecca Fragassi is a CFP® professional with eight years of industry experience. She has been with Coyle Financial Counsel since 2007, working within a team of ten advisors based in Glenview, IL. 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 combines tactical and strategic asset allocation with individualized portfolio construction and uses sub-managers and third-party software for security-level analysis to align portfolios with clients' goals, risk tolerance, and time horizon.

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.

Aldo Vultaggio is a CFA® charterholder with 18 years of industry experience. He has been with Capstone Financial Advisors Inc since 2016. Capstone Financial Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset-class allocation, cost control, and tax efficiency, employing a multi-year investment outlook with a range of strategies and access to private fund investments for qualified investors.

Kevin Rochford is a financial advisor with Clearwater Capital Partners, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Bernstein, Satter Management, and Bessemer Investor Services, Inc. Clearwater Capital Partners offers family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base, including high-net-worth individuals and institutional clients such as sovereign wealth funds and government entities, employing a variety of investment strategies and maintaining several affiliated entities to provide integrated financial solutions.

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.