Matthew Mc Kiernan is a financial advisor with Landolt Securities, Inc. in Lake Bluff, Illinois. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Landolt Securities in 2018, he worked in roles at Miami University and Aparium Hotel Group. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, and corporations. The firm’s investment process emphasizes fundamental analysis and manages a majority of client assets in small-cap growth stocks, using both short-term and long-term trading strategies tailored to client objectives.

Cary Kornick is a financial advisor at Journey Advisory Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Herr Investment Group LLC and Monere Investments, Inc. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with strategic asset allocation and uses a variety of analysis methods and instruments, managing approximately $1.47 billion in assets.

Michael Schremser is a financial advisor at TSFG, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at TSFG since 2018 and LPL Financial since 2012. TSFG, LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm employs fundamental analysis in security selection, offers retirement-plan advisory services, and sponsors its own wrap-fee program, managing portfolios tailored to each client’s objectives.

Alec Riss is a financial advisor at SB Advisory, LLC with eight years of industry experience. He previously worked at Edward Jones for seven years and at Marco Technologies for two years. Alec holds the Series 66 designation. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, offering portfolio management, various financial planning services, and access to third-party managers and model portfolios, primarily providing advice on a non-discretionary basis.

Michael Nagel is a Series 66 licensed advisor at TSFG, LLC with four years of industry experience. Before joining TSFG, he worked at LPL Financial LLC and held roles in the hospitality industry, including positions at Giordano's, Summer House, and Lettuce Entertain You. TSFG, LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, family members, trusts, and retirement plans. The firm uses fundamental analysis for security selection and tailors portfolios to clients’ objectives, offering formal reviews at least annually.

Michael Niemczyk is a financial advisor with Capital Advisor Network, holding Series 63 and Series 66 designations and 26 years of industry experience. He has operated Michael Niemczyk Associates, Inc. since 2001 and is also involved with MLN Retirement Planning & Tax Planning, Inc. In addition to his advisory roles, Niemczyk participates as a member and educator with the nonprofit Society of Financial Awareness, providing financial education through community classes and workshops. Capital Advisor Network serves individual and high-net-worth investors, institutions, charitable organizations, trusts, and employer-sponsored retirement plans. The firm applies a tactical investment approach utilizing data analytics and algorithmic signals, offering both discretionary and non-discretionary management across various asset classes while accommodating client-specific restrictions.

William Gregg is a financial advisor at North Shore Private Asset Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with North Shore Private Asset Management since 2016. North Shore Private Asset Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and institutional clients such as pension and profit-sharing plans. The firm manages approximately $572 million in assets and offers customized portfolio management using a combination of fundamental, technical, and cyclical analysis across various investment vehicles.

Jason Seurer is a financial advisor at Landolt Securities, Inc. with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Landolt Securities since 2018. In addition to his advisory role, he coaches high school football and provides consulting services in software development and healthcare compliance. Landolt Securities, Inc. serves individuals, trusts, estates, corporations, and other entities by offering investment management and consulting services. The firm focuses on fundamental analysis and primarily manages client assets in small-cap growth stocks, utilizing both discretionary and non-discretionary portfolio management as well as third-party model and TAMP programs tailored to client risk tolerances.

Patrick Graham is a financial advisor with 15 Wealth Advisors LLC in Mundelein, IL, holding a Series 66 license and having two years of industry experience. His background includes roles at LPL Financial LLC and involvement with the University of Iowa Athletic Department. Outside of advising, he provides administrative support to TSFG, LLC, an independent investment advisory firm. 15 Wealth Advisors is a registered investment adviser offering discretionary portfolio management, financial planning, and employer-focused services such as retirement plan consulting. The firm designs customized portfolios based on client goals and uses a blend of fundamental, quantitative, technical, and modern portfolio theory analyses, with investment management delivered under written agreements and ongoing monitoring.

Mark Saran is a financial advisor at North Shore Private Asset Management, LLC with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has been with North Shore and Level Four Financial LLC since 2014. Outside of his advisory work, he serves on the board of Ironwood Industries, a manufacturing company, and the Lake Forest Library Foundation. North Shore Private Asset Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs customized portfolio management and various research methods, serving a diverse client base that includes pension and municipal governmental plans.

Erika Bateman is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Inspirion Wealth Advisors, LLC since 2014. She holds Series 63 and Series 66 licenses and works from Libertyville, IL. Inspirion Wealth Advisors is a team of nine advisors managing approximately $1.24 billion in assets, providing comprehensive wealth management, financial planning, and retirement plan consulting primarily for individual and high-net-worth clients. The firm offers discretionary wrap fee portfolio management with a combination of fundamental and technical analysis, incorporating both long- and short-term trading strategies along with tax and corporate planning services.

Daniel Bouska is a financial advisor with TSFG, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with TSFG, LLC (doing business as Alchemy Advisors) since 2015 and has also been affiliated with LPL Financial, LLC since 2004. Outside of advisory services, he offers life and fixed annuities to clients through TS Financial Group, LLC. TSFG, LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm employs fundamental analysis in security selection and manages client portfolios with a tailored approach, conducting regular reviews and offering financial planning at no additional charge to existing clients.

Roberta Ferguson is a financial advisor at Aberdeen Wealth Management LLC with 26 years of experience. She holds the CFP® and CFA® designations. Aberdeen Wealth Management LLC provides personalized, fee-only investment management and comprehensive financial planning to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a focus on global diversification and manages approximately $699 million in client assets.

Ronald D'ancona is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Alley Company. His prior experience includes roles at Morningstar Inc. and Constellation Software. Alley Investment Management Company primarily serves high-net-worth individuals, family offices, and institutions, offering discretionary separate-account portfolio management focused on U.S. large-cap equities, fixed income, and ETFs. The firm employs three flagship equity strategies and incorporates fundamental analysis and tax-efficient, low-turnover asset allocation in its investment approach.

Rachel Hook is a financial advisor at Harbour Investments, Inc. with six years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Harbour in 2023, she worked at Gradient Securities, LLC, and has been involved with Beacon Insurance Advisors, LLC since 2021 as an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment approaches through both in-house and third-party managers.

Gary Komarek is a ChFC® credentialed financial advisor with 17 years of industry experience. He has worked at Sound Income Strategies, LLC since 2016 and is also the president of North Shore Asset Management & Tax Advisory, Inc., where he oversees income tax preparation and insurance sales. His prior experience includes Capital Asset Advisory Services, LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services such as asset management, financial planning, ERISA plan services, and insurance planning through affiliated channels.

Tyler Braun is a financial advisor with Harbour Investments, Inc. in Libertyville, IL, holding Series 63 and Series 65 designations and 16 years of industry experience. He has worked with 818 Capital Group, LLC, and The Tranel Group, LLC since 2010. Outside of his advisory work, he was involved with Tb Taxidermy for 17 years. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple execution platforms, with investment approaches varying by adviser and third-party manager.

Eric Schmitz is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. He has been with Crescent Grove Advisors since 2016. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory. The firm manages approximately $5 billion in assets and employs a customized investment process combining long-term strategic allocations with tactical adjustments, supported by an investment committee that conducts manager due diligence and monitoring.

Rob Kubik is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2025, and as a Financial Consultant at the same firm from 2016 to 2021. Before joining Fidelity Investments, Rob was a Financial Advisor at Edward Jones from 2014 to 2016. Rob specializes in helping clients maximize their workplace benefits, build wealth, and plan for retirement with a focus on tax-efficient investing. He employs a holistic approach to financial planning, aiming to create intentional and well-structured financial strategies. [No information was provided regarding Rob's education, credentials, personal interests, or community involvement.]

Peter Crabtree is a financial advisor at First Advisors National, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Paradigm Life Insurance Company, Prosperity Economics Partners LLC, and infinex Investments, Inc. Outside of his advisory role, he is involved with MooseLake LLC, operating businesses that buy and wholesale residential properties. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes manager selection and monitoring, supplemented by fundamental analysis of individual securities.