Pearlyn Manieri is a financial advisor at Rebellion Asset Management, LLC with 19 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Podium Markets Securities, LLC, VYGR Digital Securities, LLC, and Glacial Point Capital LLC. Manieri is also involved in consulting for a new broker-dealer as part of her other business activities. Rebellion Asset Management is a five-advisor firm serving families, high-net-worth individuals, trusts, charitable entities, corporations, and business clients. The firm manages approximately $91.8 million in discretionary assets and employs a combination of quantitative methods, technical analysis, third-party research, and options strategies, including a specialized option overlay program and sub-advisory services.

Peter Cecil is a financial professional with six years of industry experience, currently serving at Embree Financial Group. He holds Series 65 and Series 63 licenses and has prior experience with firms including Cetera Investment Advisers and Citigroup Derivatives Markets Inc. Outside of his advisory role, he is president of North Shore Ice Arena LLC, a local nonprofit hockey rink co-owned by area clubs. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals, families, trusts, and institutional clients. The firm manages portfolios on a discretionary basis using fundamental, technical, and cyclical analysis, serving both high-net-worth and non-HNW clients with a combination of private wealth management and significant institutional fiduciary responsibilities.

Colleen Nesslar is a financial advisor at Pendulum Wealth Partners with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Ameriprise, Wealth Enhancement Group, Raymond James Financial, and Charles Schwab. Pendulum Wealth Partners serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing investment advisory and financial planning services. The firm employs a fundamental, long-term investment approach and offers a family office suite alongside discretionary portfolio management and standalone financial planning.

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.

Peter Recchia is a financial advisor with 24 years of industry experience, currently serving at 4 Wealth Advisors, Inc. since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as president of an accounting and tax practice and is an owner and agent in an associated insurance group. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm utilizes customized portfolios and a range of analytical methods, including technical analysis, and is affiliated with accounting and insurance entities to offer integrated client services.

Samantha Dubuque is a financial advisor with Vestor Capital, LLC in Chicago, IL, holding Series 63 and Series 65 designations and 15 years of industry experience. She has been with Vestor Capital and its related entities since 2010. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that uses internal fundamental research to implement diversified, primarily low-turnover strategies across multiple asset classes.

Peggy Hauser is a financial advisor with SAGE Private Wealth Group, LLC, holding a Series 66 designation and 11 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. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management, employing a client-specific process that incorporates tailored asset allocation and diverse investment strategies.

Nicholas Thompson is a financial advisor at Chicago Wealth Management, Inc. with 13 years of industry experience. He holds the Series 65 designation and has been with Chicago Wealth Management since 2007. Chicago Wealth Management, Inc. is an SEC-registered advisory firm operating as a four-advisor team managing approximately $307 million for individuals, non-profits, and institutional clients. The firm uses a tactical investment approach focused on maximizing absolute long-term returns while limiting large portfolio losses, employing a mix of equities, ETFs, mutual funds, fixed income, and selective options strategies with periodic rebalancing informed by proprietary signals.

Brett Larson is a CFP® with 23 years of industry experience, currently serving as an advisor at Romano Brothers and Company since 2006. He holds Series 63 and Series 65 licenses and has prior experience with Chase Investment Services Corp. for over two decades. Romano Brothers and Company serves individuals, employee benefit plans, non-profits, trusts, estates, and corporate entities, offering discretionary portfolio management, financial planning, and brokerage services. The firm employs a generally conservative, fundamentals-based investment approach with both active and passive strategies, managed by an eight-advisor team.

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.

Jason Andryzak is a financial advisor at Unique Wealth Strategies with 18 years of industry experience. He holds the Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers asset management through its proprietary wrap program and provides ERISA plan advisory roles, employing a mix of fundamental, technical, quantitative, and modern portfolio theory approaches.

Andrew Nigh is a CFA® charterholder with two years of industry experience. He is currently with Embree Financial Group and has previously worked at Envestnet, Frontier Partners, MSCI, and Northern Trust. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporations. The firm employs a fiduciary approach using fundamental, technical, and cyclical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities.

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.

George Tkaczuk is a financial advisor at RCM Wealth Advisors in Chicago, IL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Know Your Options, LLC since 2011. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm offers portfolio management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients, utilizing a combination of fundamental and cyclical analysis alongside various tactical and options-based strategies.

Hanna An is a CFP® professional at Chicago Oakbrook Financial Group with one year of industry experience. She previously worked at Daniel Choi CPA, Inc. for two years. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm uses a wide range of securities and investment strategies tailored to client objectives and manages over $1.2 billion in client assets through a multi-advisor team.

Joseph Romano is a CFP® with 30 years of industry experience and has been with Romano Brothers And Company since 1995. He is a principal at Romano Ventures Partnership and a partner in Romano Research Fund, both of which invest in privately held startup and technology companies. He also serves on the advisory board of FinTech Ranger, LLC, a business strategy consulting firm. Romano Brothers & Company serves individuals, including high-net-worth clients, as well as employee benefit plans, non-profits, trusts, estates, and corporate entities. The firm offers discretionary portfolio management, financial planning, and brokerage services, utilizing a generally conservative, long-term, fundamentals-based investment approach with both active and passive strategies.

Kelly Zownorega is associated with Serenity Investment Advisors and holds a Series 65 designation. Kelly has been in the industry for less than one year, previously working as an office manager and in education roles. Serenity Wealth Management offers fee-based investment advisory and financial planning services to a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a tactical allocation approach supported by fundamental analysis and proprietary model portfolios, managing both discretionary and non-discretionary assets.

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.

Sean Moran is a CFP® with 21 years of experience in financial services. He is currently with Pinnacle Financial Group LLC and has previously worked at Charles Schwab and UBS Financial Services Inc. Pinnacle Financial Group LLC is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines modern portfolio theory with factor investing, quantitative optimization, and third-party research to provide personalized financial planning and investment management.