Thomas Quinn is a Certified Financial Planner® with 22 years of industry experience. He is a financial advisor at American Community Wealth Management, LLC, where he has worked since 2003, and previously was with Triad Advisors, Inc. and Osaic Wealth, Inc. Quinn serves as a successor trustee for a family trust, managing its investments and cash flow. American Community Wealth Management provides investment advisory and financial planning services to individuals, business owners, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing both in-house and third-party platforms tailored to client objectives and risk tolerance.

Michael Speziale is a financial advisor with James T. Borello & Co. in East Dundee, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with James T. Borello & Co. since 2011. James T. Borello & Co. manages approximately $514 million across about 700 client relationships, serving individuals, high-net-worth clients, family offices, small businesses, trusts, and other legal entities. The firm provides discretionary portfolio management and comprehensive financial planning services, using asset-allocation models tailored to client goals and employing quantitative analysis alongside third-party software.

Kathleen Dixon is a financial advisor with American Community Wealth Management, LLC, holding a Series 66 designation and bringing 26 years of industry experience. She has worked at American Community Wealth Management since 2016 and has prior experience with Triad Advisors. In addition to advising clients, she serves as operations manager at the firm, providing administrative support to other advisors. American Community Wealth Management LLC offers investment advisory and financial planning services to individuals, business owners, charitable organizations, trusts, and pension plans. The firm employs asset-allocation driven portfolios that combine advisor-managed accounts and third-party managers, and provides multiple platform options, including wrap programs that integrate trading, custody, and advisory services.

Katherine Hagedorn is a CFP® with nine years of industry experience, currently serving as an advisor at Chicory Wealth since 2021. Prior to joining Chicory Wealth, she worked at Ameriprise Financial Services, Inc. for eight years. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm integrates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to build diversified portfolios and offer comprehensive financial planning services.

Gregory Davis is a CFP® with 11 years of industry experience, currently serving as an advisor at Clearwater Capital Partners. He has been with Clearwater since 2015. Outside of his advisory role, he is a passive investor in a thoroughbred horse racing LLC and acts as a life insurance agent, evaluating and placing policies when needed for clients. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves individual, high-net-worth, and institutional clients using a variety of investment approaches, including fundamental, quantitative, and options strategies.

Terri Rau is a ChFC® with 17 years of industry experience, currently serving with Midwest Professional Planners, Ltd. She has worked across multiple roles within the firm and has also been associated with APW Capital, Inc. Outside of her advisory duties, Rau is involved in divorce financial planning workshops and support through Brainstorming Women and serves as a consultant for divorce financial planning. Midwest Professional Planners, Ltd. manages approximately $649 million for about 710 clients, offering financial planning, discretionary portfolio management, business consulting, and insurance placement through an affiliated insurance subsidiary. The firm employs model-driven portfolio management and provides supplemental retirement coaching in partnership with Metamorphosis CCT.

Bryson Cioni is a financial advisor at Midwest Professional Planners, Ltd. He holds the Series 65 designation and has one year of industry experience. His prior work includes roles at Amcor and Iowa State University. Midwest Professional Planners, Ltd. serves individuals, businesses, trusts, retirement plans, charities, and other legal entities, managing approximately $649 million for about 710 clients. The firm offers a range of services including financial planning, discretionary portfolio management, and business consulting, utilizing a model-driven investment approach with proprietary strategies and third-party sub-advisers.

John Chapman is a financial advisor at Clearwater Capital Partners with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clearwater Capital Partners since 2006. Chapman is a partial owner of Clearwater Capital Insurance Services, LLC, which provides non-variable life, long-term care, and disability insurance sales, and he is also a business owner of Clearwater Capital Consulting, LLC, offering select tax services. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, providing family office and private wealth management, institutional advisory, retirement plan advisory, and wrap-fee investment programs. The firm manages most advisory accounts on a discretionary basis and incorporates fundamental, technical, quantitative, and thematic analysis in portfolio management.

Michael Heatwole is a CFP® with 13 years of industry experience, currently serving as an advisor at The Dala Group, LLC since 2018. He previously worked at Waddell & Reed, Inc for six years. Outside of his advisory role, he serves on the advisory board of The Salvation Army in Elgin, IL, and is vice-president of a local networking organization, BNI. The Dala Group serves individual and high-net-worth clients with portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm employs a mix of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using a variety of investment vehicles tailored to client objectives and risk tolerance.

Robert Lyman is a financial advisor at Sequoia Wealth Management, LLC, with 42 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Sequoia Wealth Management in 2014, he worked at LPL Financial LLC starting in 2009. He serves on the board of directors for Friends of Shalom for Uganda, a community and charitable organization. Sequoia Wealth Management provides asset management, financial planning, and retirement-plan consulting to individuals, trusts, estates, corporations, and employer retirement plans. The firm utilizes a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios and offers both discretionary management and implementation of third-party strategist models.

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 La Spisa is a CFP® professional at Vermillion Financial Advisors, Inc. with three years of industry experience. His background includes multiple roles at Vermillion Financial Advisors and academic positions at the University of Illinois Urbana/Champaign and the University of Nebraska–Lincoln. Vermillion Financial Advisors provides financial planning, investment advisory, and employer-sponsored retirement plan services to individuals, trusts, business entities, and pension/profit-sharing plans. The firm offers both stand-alone financial planning and ongoing advisory programs, utilizing model and customized portfolios with a non-discretionary approach to trade approvals and portfolio management.

Arthur Freedman is a financial advisor with Essex LLC, holding a Series 65 designation and 23 years of industry experience. He has been with Essex LLC since 2000. Essex LLC is a team-based registered investment adviser managing approximately $563 million for around 600 clients, including individuals, employer-sponsored retirement plans, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a model portfolio approach using equities, fixed income, ETFs, and investment company shares, informed by fundamental, technical, and sector analysis.

Sean Hendricks is a financial advisor at Hendricks Wealth and Estate Management with 9 years of industry experience. He holds Series 65 and Series 66 licenses and is also a licensed attorney in the State of Illinois, practicing separately through Hendricks Law Office. His prior experience includes work at Hero Investment Planners LLC and Foote, Meyers, Mielke & Flowers, LLC. Hendricks Wealth and Estate Management serves individuals, trusts, retirement plans, and business entities, managing approximately $536 million in client assets. The firm offers discretionary asset management, financial planning, and retirement plan consulting, using a multi-asset allocation approach that incorporates fundamental, technical, and cyclical analysis.

Trey Roach is a financial advisor at The Dala Group, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Kapco Futures and North Central College. Before entering the financial industry, he worked at Acquaviva Winery and in education. The Dala Group serves individual and high-net-worth clients with portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm combines fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using ETFs, mutual funds, equities, fixed income, and REITs.

Peyton Brousseau is a financial advisor at The Dala Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining The Dala Group, Peyton held positions at Calisi Financial and the City of Tempe, and completed a four-year tenure at Arizona State University. The Dala Group serves individual and high-net-worth clients with portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm employs a combination of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies across various investment vehicles.

Patrick Lyman is a CFP® and holds a Series 66 license with five years of industry experience. He has been with Sequoia Wealth Management and LPL Financial since 2020. Outside of financial advising, he serves as president of the BNI Referral Champions nonprofit board and is a board member of the Chicago Illini Club; he also works as an online tutor in economics, math, and beginner finance. Sequoia Wealth Management advises individuals, trusts, corporations, and employer retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a hybrid advisory approach combining discretionary and non-discretionary management, utilizing quantitative optimization, technical analysis, and option strategies, and reported approximately $600 million in assets under management.

Teri Shaw is a financial advisor at Carter Financial Group, Inc. with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Carter Financial Group since 2021 and previously at Voya Financial Advisors. Outside of her advisory role, she serves as the Chief School Business Official for Mokena Public Schools, managing multiple departments including business operations and transportation. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios and combines quantitative analysis with third-party managers to implement and rebalance client strategies.

Gene Hiser is a financial advisor with Sequoia Wealth Management, LLC in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Sequoia Wealth Management since 2018 and also maintains an affiliation with LPL Financial since 2012. Outside of his advisory role, Hiser serves on the executive committee of Chicago Baseball Cancer Charities and is a trustee for Friends of HE Parks, Hoffman Estates Park District Foundation. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans, offering asset management, financial planning, and retirement-plan consulting. The firm combines quantitative optimization, third-party research, and manager selection to tailor portfolios and provides access to LPL-sponsored programs including algorithm-based Guided Wealth Portfolios.

James Borello is a financial advisor with James T. Borello & Co. in East Dundee, IL, holding a Series 63 designation and over 41 years of industry experience. He has been with the firm since 1985. James T. Borello & Co. serves individuals, high-net-worth clients, family offices, small businesses, trusts, and other legal entities, managing approximately $514 million across about 700 client relationships with a four-advisor team. The firm offers discretionary portfolio management and comprehensive financial planning services, using asset-allocation models tailored to client goals and employing quantitative analysis and third-party software in managing diversified portfolios.