Nicole Smit is a financial advisor at Providence Wealth Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Providence Wealth Advisors since 2013. The firm is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. Providence Wealth Advisors serves a range of clients including high-net-worth individuals and employs asset-allocation models based on modern portfolio theory to construct diversified portfolios.

Colin Kelly is a financial advisor with Strategic Investment Solutions, Inc. in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2018 and was previously affiliated with LPL Financial Corporation. Strategic Investment Solutions is an SEC-registered multi-advisor firm offering discretionary portfolio management and model-portfolio services to individuals, pension plans, trusts, and estates. The firm employs a hybrid passive investment approach based on asset allocation and the Efficient Markets framework, utilizing institutional asset-class funds and maintaining a long-term, buy-and-hold strategy.

Ayman Saidi is a financial advisor at Strategic Investment Solutions, Inc. with 11 years of industry experience. He holds a Series 65 designation and has worked at Purshe Kaplan Sterling Investments and LPL Financial. Saidi has been with Strategic Investment Solutions since 2012. Strategic Investment Solutions is a multi-advisor firm offering discretionary portfolio management and model-portfolio services to individuals, including high-net-worth clients, as well as pension plans, trusts, and estates. The firm uses a hybrid passive investment approach based on asset allocation and the Efficient Markets framework, employing institutional funds from Dimensional Fund Advisors and managing portfolios with a long-term, buy-and-hold strategy.

Douglas Stepansky is a CFP® professional with 26 years of industry experience, currently serving as an Associate Advisor at Strategic Investment Solutions, Inc. He has worked at Strategic Investment Solutions since 2010 and at Purshe Kaplan Sterling Investments since 2018. He also serves as a board member of the Orland Park Police Pension Board, providing oversight of investment and administration for the pension funds. Strategic Investment Solutions is an SEC-registered multi-advisor firm offering discretionary portfolio management and model-portfolio services to individuals, pension and profit-sharing plans, trusts, and estates. The firm employs a hybrid passive investment approach based on asset allocation and the Efficient Markets framework, managing diversified portfolios primarily with Dimensional Fund Advisors’ institutional funds.

Michael Ilg is a financial advisor at Chicago Investment Advisory Group with five years of industry experience. He holds a Series 66 designation and has previously worked at UNest Securities and several other firms. Chicago Investment Advisory Group provides discretionary portfolio management and financial consulting to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes an asset-allocation framework combining fundamental, technical, charting, and cyclical analysis and employs both long-term and shorter-term trading strategies tailored to client objectives.

Michael Russo is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with the firm since 2006 and serves as president of its independent insurance sales division. Chicago Investment Advisory Group offers discretionary portfolio management and pension consulting to individuals, high-net-worth investors, trusts, estates, corporations, and employer retirement plans. The firm utilizes diversified, asset-allocation driven portfolios informed by fundamental, technical, and cyclical analysis, employing both long-term and active trading strategies tailored to client suitability.

Robert Byrns is a CFP®-certified financial advisor with Strategic Investment Solutions, Inc. in Orland Park, IL, bringing 36 years of industry experience. He has worked at Forum Financial Management, LPL Financial, and Purshe Kaplan Sterling Investments. In addition to his advisory role, Byrns provides tax preparation and accounting services. Strategic Investment Solutions is an SEC-registered multi-advisor firm offering discretionary portfolio management and model-portfolio services to individuals, pension plans, trusts, and estates. The firm employs a hybrid passive investment approach focused on asset allocation and uses diversified portfolios primarily constructed with institutional funds from Dimensional Fund Advisors.

Richard Chew is a financial advisor with Polaris Wealth Management, LLC, holding a Series 65 license and five years of industry experience. He has worked at Polaris Wealth Management since 2021 and also runs 1st Capital Insurance Group, where he sells life insurance and annuities. Outside of his advisory role, Chew hosts a public-access radio talk show on WCPT AM-820. Polaris Wealth Management provides advisory services to individual investors and retirement plan clients, offering portfolio management, financial planning, and pension consulting. The firm applies modern portfolio theory to tailor investment strategies and conducts educational seminars for retirement-plan clients at no charge.

Alexandra Nelson is a financial advisor at Strategic Investment Solutions, Inc. with three years of industry experience. She holds a Series 65 designation and previously worked at Price Waterhouse Coopers and Northern Illinois University. Strategic Investment Solutions is a multi-advisor SEC-registered firm that provides discretionary portfolio management and model-portfolio services to individuals, pension and profit-sharing plans, trusts, and estates. The firm employs a hybrid passive approach based on asset allocation and the Efficient Markets framework, using diversified portfolios primarily composed of institutional funds from Dimensional Fund Advisors.

Laura Fasan is a financial advisor at Providence Wealth Advisors, LLC with 29 years of industry experience. She holds a Series 66 designation and has worked at firms including First Midwest Bank, LPL Financial, infinex Investments, Inc., and Standard Bank & Trust. She is also licensed in variable, life, and health insurance. Providence Wealth Advisors, LLC is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and state or municipal government entities. The firm uses asset-allocation models based on modern portfolio theory and offers portfolio management, financial planning, and estate planning services.

Larry Deyoung is a financial advisor at Blueprint Financial Advisors with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Blueprint Financial Advisors since 2022. Prior to that, he was with Private Client Services and Bluegrass Capital Advisors, LLC. Deyoung also serves as a trustee for the Village of South Holland, where he oversees economic development and code enforcement departments. Blueprint Financial Advisors is a multi-advisor SEC-registered firm managing approximately $1.4 billion in client assets. The firm provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a proprietary strategic-and-tactical investment framework across diversified asset classes.

Joyce Kelley is a financial advisor at Global View Capital Management LLC with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with affiliated firms within the Global View Capital group since 2010. Kelley serves as a board member of the Membership Committee at the South Suburban Small Business Association. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative and technical investment approach, leveraging algorithmic research to manage strategies aligned with client risk profiles and objectives.

Brigid Toothman is a financial advisor at Interactive Financial Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Sarver Vrooman Wealth Advisors and Git N Go. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm utilizes fundamental analysis and Modern Portfolio Theory to build diversified model portfolios and operates a large multi-advisor network with multiple branch offices.

Johnathan Irions is a CFP® professional at Facet with five years of industry experience. He has worked at multiple firms including J.P. Morgan Securities LLC, Lincoln Investment, and New York Life Insurance. Irions has been with Facet since 2026. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services through a holistic framework called Total Financial Life Resources. The firm emphasizes technology-driven investment approaches, including ETF-based discretionary allocation programs and tax-optimized strategies, and operates with fixed subscription fees rather than percentage-of-AUM charges.

Paul Graffy is a financial advisor at IP Financial Advisory Services LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Piper Jaffray & Co. and Advisory Research Inc. Since 2015, he has served in a strategic advisory role at Mathsights Corporation, a software firm focused on retirement planning, where he is a non-paid board member. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on personalized portfolio management and financial planning for non-high-net-worth investors. The firm offers a range of advisory and consulting services, including actuarial analysis and benefits consulting, and utilizes various analytical approaches and operational tools to manage client portfolios.

Russell Luce is a financial advisor with Chelsea Advisory Services, Inc. and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, with prior roles at Silver Oak Securities, Lifemark Securities Corp., and other firms. Outside of advisory work, he serves as president of Planning Legacies Financial Group, a full insurance firm. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm employs a fundamental, long-term investment approach and generally manages accounts on a discretionary basis with diversified portfolios.

Dennis Breier is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Foundations Investment Advisors since 2023. Prior to this, he was with Guardian Estate Solutions and FIFTH THIRD SECURITIES. Outside of his advisory work, he manages pre-planning and prepaid funeral contracts at Modell Funeral Home. Foundations Investment Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning, portfolio management, and sub-advisory services through a large network of affiliated offices, utilizing fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Jeff Kantor is a financial advisor at IP Financial Advisory Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Creative Financial Designs and Ash Brokerage. Kantor also sells Medicare Advantage Plans through Aetna, dedicating part of his time to this activity. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth investors and retirement plan participants, employing various analytical approaches and offering a broad range of consulting services.

Margherita Johnson is a CFP® with 24 years of industry experience, currently affiliated with Capital Analysts. She has worked with Lincoln Investment Planning since 2011 and operates an independent insurance agency, Your Broker Financial, where she sells life insurance, fixed annuities, and health, disability, and long-term care insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team, offering various advisory and customized investment solutions.

Paul Branshaw is an investment advisory representative with Interactive Financial Advisors, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at firms including Fortune Financial Services and Brooklight Place Securities, and has operated his own tax preparation and fixed insurance services businesses. Branshaw is also involved in tax preparation as an outside contractor. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm typically manages assets on a discretionary basis using asset-allocation models ranging from conservative to aggressive and primarily implements strategies with ETFs and mutual funds.