Michael Cattapan is a financial advisor with Abundo Wealth in Vernon Hills, IL. He holds a Series 65 credential and has one year of industry experience. Prior to joining Abundo Wealth, he worked at Abbvie for 13 years. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients, focusing on cash flow, retirement, employee benefits, estate planning, tax planning, and multi-generational issues. The firm emphasizes passive, low-cost index fund investments and offers advisory services on a subscription basis without requiring asset minimums or exercising discretionary trading authority.

Katherine Hagedorn is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Chicory Wealth since 2021 and previously spent eight years at Ameriprise Financial Services, Inc. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, while also providing tax preparation, estate planning assistance, and business consulting. The firm employs a blend of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified, long-term portfolios and financial life plans.

Terri Rau is a financial advisor at Midwest Professional Planners, Ltd. with 18 years of industry experience. She holds the ChFC® designation and Series 66 license. Rau has worked primarily with Midwest Professional Planners in various capacities since 2013 and was also associated with APW Capital, Inc. She is involved in pro bono financial planning guidance through the Financial Planning Association and participates in divorce financial planning workshops and consulting. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, and charities with approximately $649 million in assets under management. The firm offers comprehensive financial planning, discretionary portfolio management, retirement coaching, and specialized services including divorce planning, utilizing quantitative methods and a combination of individual securities and ETFs in their investment approach.

Bryson Cioni is a financial advisor at Midwest Professional Planners, Ltd. He holds a Series 65 designation and has approximately one year of industry experience. Prior to joining Midwest Professional Planners, Cioni worked at Amcor and attended Iowa State University. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, and charities, with about $649 million in assets under management. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized services such as divorce planning and retirement coaching, utilizing quantitative methods and a combination of individual securities and low-cost ETFs.

Patrick Gierke is a financial advisor with Acrylic Financial, Inc. in Crystal Lake, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Acrylic Financial since 2019 and previously at Brooklight Place Securities, Inc. and The Leaders Group Inc. Outside of his advisory role, Gierke owns Revolutionary Financial, a fixed insurance sales business. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, other investment advisers, corporations, and pooled investment vehicles. The firm offers tailored investment programs combining asset-allocation frameworks with active momentum and technical analysis, and manages discretionary and non-discretionary accounts, including a private hedge fund.

John Graham is a financial advisor with 15 Wealth Advisors LLC in Mundelein, IL, holding a Series 66 credential and two years of industry experience. His prior work includes roles at LPL Financial, TSFG, LLC, and entrepreneurial experience with Pizzeria Deville. 15 Wealth Advisors is a registered investment adviser offering discretionary portfolio management, financial planning, and employer-focused retirement plan consulting. The firm builds customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, typically recommending ETFs and offering ongoing portfolio monitoring and reviews.

Donald Kolb is a financial advisor with Inspirion Wealth Advisors, LLC, holding a Series 65 designation. He joined the firm in 2024 and has prior work experience at Baxter Healthcare International and Medline Industries. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap comprehensive portfolio management accounts and offers standalone financial planning and employer retirement plan advisory services, utilizing a mix of fundamental and technical analysis alongside both long- and short-term trading strategies.

Matthew Liggett is a financial advisor at 15 Wealth Advisors LLC with two years of industry experience. He holds a Series 66 designation and has previously been self-employed for sixteen years before joining LPL Financial and 15 Wealth Advisors LLC. 15 Wealth Advisors is a registered investment adviser that offers discretionary portfolio management, financial planning, and employer-focused retirement plan consulting. The firm constructs customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, typically recommending ETFs and providing ongoing portfolio monitoring.

Reid Graham is a financial advisor at Inspirion Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Inspirion Wealth Advisors, he held roles at Wealth Distribution Strategies, the Wisconsin State Capitol, Dixon Ticonderoga Company, and Wisconsin Swim Academy. Inspirion Wealth Advisors manages approximately $1.39 billion for individuals, high-net-worth clients, and employer-sponsored retirement plans, offering comprehensive portfolio management and financial planning with a team of nine advisors.

Richard Young is a financial advisor at Inspirion Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Inspirion since 2012. Outside of advisory work, he conducts fixed insurance business through various insurance companies. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolio accounts using a mix of fundamental and technical analysis and offers tax and corporate planning services alongside its advisory and broker-dealer related offerings.

Jeffrey Hughes is a financial advisor with 30 years of industry experience, currently serving at 15 Wealth Advisors LLC. He holds Series 63 and Series 65 credentials and has worked with several firms, including LPL Financial LLC, Royal Alliance Associates, and American General Financial Advisors. Hughes is involved in supporting independent investment advisory firms and manages his own business entity for tax and investment purposes. 15 Wealth Advisors is a registered investment adviser that offers discretionary portfolio management, financial planning, and employer-focused retirement plan consulting. The firm emphasizes customized portfolios using ETFs and a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, typically delivering investment management under written agreements with ongoing monitoring.

James Barnash is a CFP® with 31 years of industry experience, currently serving at Invst, LLC since 2025. His prior roles include positions at Ns Capital, LLC and Edelman Financial Services, LLC among others. He is also involved in tax accounting and insurance services outside of his advisory role. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual and institutional clients, managing approximately $1.565 billion in assets. The firm employs a blend of fundamental, technical, and cyclical analysis to manage portfolios and supports its clients with ongoing monitoring, reporting tools, and third-party platforms.

Richard Kolb III is a CFP® certificant with eight years of industry experience, currently serving at Inspirion Wealth Advisors, LLC since 2018. Prior to this, he worked at Baxter International Inc. from 2016 to 2018. He is on the board of directors for Michael Matters Org., a non-investment-related organization. Inspirion Wealth Advisors manages approximately $1.39 billion for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers comprehensive portfolio management, financial planning, and ongoing retirement plan consulting using both fundamental and technical analysis, including strategies such as option writing and margin borrowing.

Mantas Tautkus is a CFP® professional with 15 years of industry experience, currently serving at Origin Investment Advisory LLC since 2021. He previously worked at Edward Jones from 2014 to 2020 and owns MT Financial Planning, Inc., an investment advisory firm. Origin Investment Advisory primarily serves individual retail clients through a subscription model and employer-sponsored workplace programs, offering budgeting tools, access to CFP® professionals, thematic Stock Bundles, and an Automated Index Investing robo-style service. The firm’s investment approach uses Modern Portfolio Theory and behavioral finance principles, employing rules-based model portfolios and tax-aware implementation, and operates on a subscription fee structure rather than traditional AUM fees.

Matthew Pitzulo is a financial advisor at Greenline Wealth Management in Vernon Hills, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Greenline Wealth Management in 2023, he worked at Converge Medical Technology, Best Dedicated Solutions, and Slammers LLC. Greenline Wealth Management is a six-advisor SEC-registered firm that provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm has a notable retirement plan practice alongside its retail asset management and utilizes a third-party manager network on the Envestnet platform.

Jeffrey Feinendegen is a financial advisor at 15 Wealth Advisors LLC in Mundelein, IL, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TSFG, LLC and LPL Financial, LLC. Outside of his advisory role, he is an author of a general book on good rules of living and is involved in a lead generation business connecting homeowners with contractors. 15 Wealth Advisors is a registered investment adviser that provides discretionary portfolio management, financial planning, and employer-focused retirement plan consulting. The firm constructs customized portfolios based on clients’ goals and uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, typically recommending ETFs with occasional use of options strategies and third-party managers.

Cary Kornick is a financial advisor at Journey Advisory Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Herr Investment Group LLC and Monere Investments, Inc. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with strategic asset allocation and uses a variety of analysis methods and instruments, managing approximately $1.47 billion in assets.

Alec Riss is a financial advisor at SB Advisory, LLC with eight years of industry experience. He previously worked at Edward Jones for seven years and at Marco Technologies for two years. Alec holds the Series 66 designation. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, offering portfolio management, various financial planning services, and access to third-party managers and model portfolios, primarily providing advice on a non-discretionary basis.

Michael Niemczyk is a financial advisor with Capital Advisor Network, holding Series 63 and Series 66 designations and 26 years of industry experience. He has operated Michael Niemczyk Associates, Inc. since 2001 and is also involved with MLN Retirement Planning & Tax Planning, Inc. In addition to his advisory roles, Niemczyk participates as a member and educator with the nonprofit Society of Financial Awareness, providing financial education through community classes and workshops. Capital Advisor Network serves individual and high-net-worth investors, institutions, charitable organizations, trusts, and employer-sponsored retirement plans. The firm applies a tactical investment approach utilizing data analytics and algorithmic signals, offering both discretionary and non-discretionary management across various asset classes while accommodating client-specific restrictions.

Patrick Graham is a financial advisor with 15 Wealth Advisors LLC in Mundelein, IL, holding a Series 66 license and having two years of industry experience. His background includes roles at LPL Financial LLC and involvement with the University of Iowa Athletic Department. Outside of advising, he provides administrative support to TSFG, LLC, an independent investment advisory firm. 15 Wealth Advisors is a registered investment adviser offering discretionary portfolio management, financial planning, and employer-focused services such as retirement plan consulting. The firm designs customized portfolios based on client goals and uses a blend of fundamental, quantitative, technical, and modern portfolio theory analyses, with investment management delivered under written agreements and ongoing monitoring.