Matthew Komer is a financial advisor at Kera Capital Partners with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Guggenheim Funds Distributors, LLC for six years before joining Kera Capital Partners in 2022. Kera Capital Partners manages over $1.3 billion and serves individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm employs a combination of fundamental and quantitative analysis with an outcomes-oriented asset allocation framework, and it is notable for its active management of private pooled vehicles alongside client accounts.

David Matuszak is a CFP® professional with 12 years of industry experience, currently serving at Strategic Investment Solutions, Inc. and Forum Financial Management, LP. His prior experience includes roles at Jones Lang Lasalle, The Huntington Investment Company, and BMO Harris Financial Advisors. He is also involved in fixed insurance sales. Strategic Investment Solutions is an SEC-registered multi-advisor firm that offers 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 the Efficient Markets framework, utilizing diversified portfolios primarily composed of institutional funds from Dimensional Fund Advisors.

Mark Brown is a CFP® with 38 years of industry experience, currently serving at M. Brown Financial Advisors in Naperville, IL. He has previously worked at Ausdal Financial Partners since 2010 and led M Brown & Associates from 2006 to 2025. Outside of advising, he serves as vice president of the Naper Courtyards Condo Association, where he helps oversee budget and expenses. M. Brown Financial Advisors primarily acts as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, providing discretionary portfolio management, retirement plan consulting, and participant education. The firm employs a combination of active tactical allocation and diversified, monitored models, often managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

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.

Andrew Buttimer is a financial advisor with M.Brown Financial Advisors in Naperville, IL, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with M.Brown Financial Advisors since 2021 and also works with Ausdal Financial Partners, Inc. since 2010. Outside of advisory work, he is involved in community business networking as a member of the BNI A.I.M. Naperville chapter, where he participates in referral building and member relations. M.Brown Financial Advisors primarily serves as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, offering discretionary portfolio management, retirement plan consulting, and participant education. The firm uses a combination of active tactical allocation and diversified allocation models, employing various analytical methods and investment vehicles to manage client accounts on a discretionary basis.

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.

Gregory Bruno is a CFP® with 19 years of experience in the financial services industry. He has been with M. Brown Financial Advisors since 2021 and also has ongoing roles at Ausdal Financial Partners, Inc. and M Brown & Associates. Bruno serves as a board member of KUZA Project, a charitable organization. M. Brown Financial Advisors acts primarily as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, providing discretionary portfolio management, customized accounts, and retirement plan consulting. The firm employs active tactical allocation combined with diversified models and utilizes a range of strategies including options and alternative investments, typically managing accounts on a discretionary basis.

Daniel Hamburger is a CFP® and holds a Series 66 license, with nine years of experience in the financial advisory industry. He is currently with Sikich Financial and has held positions at firms including UBS Financial Services and Wells Fargo Clearing. His background also includes self-employment and roles at several other advisory firms. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm provides integrated wealth management through financial planning and portfolio management, utilizing an asset-allocation approach supported by both in-house and third-party managers.

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.

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® with five years of industry experience, currently serving as a financial advisor at Facet. His career includes prior roles at firms such as Lincoln Investment, J.P. Morgan Securities LLC, and New York Life Insurance. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across a range of wealth levels, primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations emphasizing ETFs and uses technology-driven processes, including machine-learning algorithms, to deliver tax-optimized and regularly reviewed investment strategies.

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.

Steven Bruno is a financial advisor with Ausdal Financial Partners, Inc. based in Naperville, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work history includes roles at M. Brown Financial Advisors and Thumbprint, Inc. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a network of investment advisor representatives. The firm offers a range of services including advisor-managed accounts and retirement plan advisory, with investment strategies tailored to clients’ objectives and risk tolerance.

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.