Myron Hazen is a CFP® professional with 24 years of industry experience. He has worked at Inspirion Wealth Advisors, LLC since 2012 and was previously with Purshe Kaplan Sterling Investments for eight years. Hazen serves as a board member of 1PLUS Charity, which supports disabled veterans, and holds a leadership position as assistant warden at St. Lawrence Episcopal Church in Libertyville, IL. Inspirion Wealth Advisors is a team of nine advisors managing approximately $1.24 billion in assets. The firm provides comprehensive wealth management, financial planning, and retirement plan consulting for individual and high-net-worth clients, utilizing a combination of fundamental and technical analysis along with various trading strategies.

Thomas Van Vuren is a CFA® charterholder with 11 years of experience in the financial industry. He has worked at Alley Company, LLC from 2014 to 2021 and currently serves at Alley Investment Management Company since 2022. Alley Investment Management Company provides discretionary separate-account portfolio management primarily for high-net-worth individuals, institutions, foundations, and family offices. The firm focuses on a tax-conscious, long-term large-cap equity approach with low turnover and uses ETFs, options, and margin as appropriate to meet client objectives.

David Melsheimer is a CFA® charterholder with 22 years of experience at North Shore Private Asset Management, LLC, where he has worked since 2004. He is also a principal of North Shore Private Tax Services, which offers tax preparation services alongside CPA John Gibbons. North Shore Private Asset Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual and institutional clients, including pension and employer-sponsored retirement plans. The firm employs a range of strategies and serves a diverse client base, managing approximately $475 million across fewer than 200 client relationships.

Cole Toennies is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Mowery & Schoenfeld, he worked at Googins Advisors and Oxford Global Resources. He also has experience related to recreation and wellbeing from the University of Wisconsin-Madison. Mowery & Schoenfeld Wealth Management offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm customizes investment advice according to clients’ goals and risk tolerance, using a range of investment vehicles including firm-developed model portfolios, institutional mutual funds, ETFs, fixed income, and cryptocurrency advisory without discretionary authority.

Keith Schoenfeld is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with 26 years of industry experience. He holds a Series 65 credential and has been with Mowery & Schoenfeld since 1996. In addition to his advisory role, he is a member of Mowery & Schoenfeld, LLC, a CPA firm in Lincolnshire, IL, and holds life and health insurance licenses. Mowery & Schoenfeld Wealth Management, LLC serves individuals, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes portfolios using quantitative tools and a mix of mutual funds, ETFs, and individual securities, and it manages roughly $389 million in assets across about 161 client relationships.

Myrna Chavira is a financial advisor at Precise Investment Management, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked with several related firms, including Insight Securities Inc. and Precise Consulting Services, where she serves as President. Outside of her advisory role, she is involved in non-investment consulting and holds an executive position at Intelligenics, Inc. Precise Investment Management provides discretionary portfolio management services to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens. The firm utilizes sub-advisory portfolio managers selected through country-specific research and conducts annual due diligence, offering programs such as the Precise Worldview Structured and Focus Programs.

Richard Kolb is a CFP® professional with 28 years of experience in the financial services industry. He has been with Inspirion Wealth Advisors, LLC since 2012. Outside of his advisory role, he serves as treasurer on the board of the Michael Matters Organization, a nonprofit based in Chicago. 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 portfolios and offers a blend of fundamental and technical analysis, incorporating both long- and short-term trading strategies.

Dean Hedeker is a financial advisor with Hedeker Wealth LLC in Lincolnshire, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He is also the sole owner of Hedeker Law, Ltd., an estate planning law firm. Hedeker has been with Hedeker Wealth LLC since 2015, including its current iteration since 2021. Hedeker Wealth LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other entities. The firm manages approximately $470 million in assets and employs an investment approach that incorporates technical, fundamental, and cyclical analysis, as well as tax-oriented alternative investments tailored to client objectives and risk tolerance.

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.

Thomas Ryan is a financial advisor at Hedeker Wealth LLC in Lincolnshire, IL, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Huntington Bank and Spectrum Management Group. Hedeker Wealth LLC offers discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm employs a range of investment strategies across multiple asset classes and integrates tax projections into client reviews, with portfolios managed using proprietary models, third-party managers, or direct trading.

Augusto Medal is a financial advisor with InSight Securities, Inc. in Miami, FL, holding a Series 66 designation and over 30 years of industry experience. His career includes roles at Precise Investment Management, Inc., Insight Securities, Inc., Insigneo Advisory Services, and Northeast Securities. Insight Securities, Inc. is a registered investment adviser providing discretionary portfolio management and brokerage services to a diverse client base, including high-net-worth individuals, trusts, and institutional investors. The firm combines qualitative and quantitative analysis in its manager selection and portfolio construction, employing both active and passive strategies.

Peter Karmin is a financial advisor at Fort Sheridan Advisors LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Western International Securities, Inc. for 11 years. Karmin serves on the Board of Trustees at Rhodes College. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients by providing discretionary asset management and pension consulting. The firm employs a long-term, value-oriented investment approach that integrates quantitative tools with qualitative judgment and routinely uses derivatives and options strategies in client portfolios.

Thomas Weil is a financial advisor with Fort Sheridan Advisors LLC in Highland Park, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Fort Sheridan Advisors since 2012 and Aurora Securities Inc. since 2024. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients with discretionary asset management and pension consulting. The firm employs a long-term, value-investor approach that integrates quantitative tools with qualitative judgment and is involved in private funds and institutional mandates across multiple asset classes.

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.

Augusto Medal Trinidad is a financial advisor at Precise Investment Management, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Insight Securities Inc. and Insigneo Advisory Services. Outside of his advisory work, he is involved as a passive investor in several non-investment businesses, including a retail liquor store and wellness center. Precise Investment Management provides discretionary portfolio management to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens. The firm offers managed accounts and sponsored wrap programs, utilizing sub-advisory portfolio managers selected through country-specific research and annual due diligence.

Howard Klieger is a financial advisor at Walled Lake Planning & Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets LLC and City National Bank. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for about 360 clients. The firm provides comprehensive financial planning and portfolio management services tailored to individual goals, using a mix of investment strategies and maintaining ongoing monitoring with annual reviews.

Robert Cook is the sole advisor at Dream Capital Advisors, LLC in Lincolnshire, IL, holding a Series 65 credential with 19 years of industry experience. He has been with Dream Capital Advisors since 2006. Dream Capital Advisors provides personalized, fee-based investment management primarily to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm focuses on customized equity and diversified portfolios emphasizing growth and quality of earnings, employing multiple analysis methods and third-party research to inform portfolio management.

Douglas Purcell is a financial advisor at Fort Sheridan Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Aurora Securities, Western International Securities, and Oppenheimer & Co. Inc. since 2011. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients with discretionary asset management and pension consulting. The firm employs a long-term, value-investor approach that integrates quantitative tools with qualitative judgment and actively uses derivatives and option strategies in client accounts.

Carlos Legaspy is a financial advisor at Precise Investment Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Insight Securities, Inc. since 2013 and Precise Investment Management since 2015. Outside of his advisory role, he serves as a Certified Co-Leader for the ManKind Project, a nonprofit peer support organization, and is authoring a book. Precise Investment Management provides discretionary portfolio management to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens, with no account minimum requirement. The firm utilizes sub-advisory portfolio managers selected through country-specific research and offers multiple program options, including the Precise Worldview Structured and Focus Programs.

Louis Klieger is a CFP® and holds a Series 66 license, with 10 years of experience in the financial advisory industry. He has worked at Walled Lake Planning & Wealth Management, LLC since 2018 and previously held roles at City National Bank and RBC Capital Markets, LLC. Louis is based in Highland Park, IL. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for around 360 clients. The firm provides wealth management services to individuals and various entities, combining comprehensive financial planning with discretionary and non-discretionary portfolio management through a wrap fee program.