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.

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.

David Willeumier is a financial advisor at Strategic Asset Management LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Dempsey Lord Smith, LLC and RDA Financial Network, Inc. Willeumier is also involved with Junior Achievement. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm’s investment approach integrates fundamental, quantitative, and technical analysis, focusing on long-term strategies supplemented by shorter-term tactics as needed.

Xavier Brown is a financial advisor at Chicago Investment Advisory Council, Inc. He holds a Series 65 credential and has one year of industry experience. His prior work experience includes roles at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., as well as time as a full-time student athlete. Chicago Investment Advisory Council, Inc. serves both individual and high-net-worth retail investors, providing portfolio management, financial planning, and educational workshops. The firm employs proprietary model portfolios across various risk levels and oversees approximately 1,100 client relationships with a five-advisor team.

Michael Fulkerson is a financial advisor with Chicago Investment Advisory Council, Inc. He holds a Series 66 designation and has 23 years of industry experience. He has been affiliated with J.W. Cole Financial since 2011 and has worked with various insurance carriers through W & R Insurance Agencies since 2004. Outside of his advisory role, he works as a substitute teacher in local school districts on a part-time basis. Chicago Investment Advisory Council, Inc. serves retail investors, including both individual and high-net-worth clients, providing ongoing portfolio management, financial planning, and educational workshops. The firm uses proprietary model portfolios and offers a scalable service model supported by a five-advisor team managing approximately 1,100 client relationships.

Stacy Bromann is a financial advisor at The Dala Group, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Bromann serves as an ambassador for the Huntley Chamber of Commerce. The Dala Group serves individual and high-net-worth clients through 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 using ETFs, mutual funds, individual equities, fixed income, and REITs.

Christopher Vivian is a financial advisor at Total Clarity Wealth Management, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Cetera Advisor Networks LLC. Vivian also maintains a financial services business entity for tax and investment purposes. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, 401(k) advisory, and donor-advised fund services, utilizing a range of investment strategies including model portfolios and third-party separately managed accounts.

Anne Marie Woodrich is a financial advisor at Total Clarity Wealth Management, Inc with six years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, CETERA Advisor Networks LLC, Pesch Law Office, P.C., and Wall Street Financial Advisors, Inc. Woodrich also provides administrative support to Total Clarity Wealth Management. Total Clarity Wealth Management is a multi-advisor firm serving individuals, trusts, estates, charitable organizations, corporations, and 401(k) plan sponsors. The firm offers comprehensive financial planning and discretionary portfolio management through various programs, customizing asset allocations and employing a range of investment strategies.

Mantas Tautkus is a CFP® professional with 15 years of industry experience, currently serving at Origin Investment Advisory LLC since 2021. He previously worked at Edward Jones from 2014 to 2020 and owns MT Financial Planning, Inc., an investment advisory firm. Origin Investment Advisory primarily serves individual retail clients through a subscription model and employer-sponsored workplace programs, offering budgeting tools, access to CFP® professionals, thematic Stock Bundles, and an Automated Index Investing robo-style service. The firm’s investment approach uses Modern Portfolio Theory and behavioral finance principles, employing rules-based model portfolios and tax-aware implementation, and operates on a subscription fee structure rather than traditional AUM fees.

Kristina Tenney Gatto is a financial advisor at Total Clarity Wealth Management, Inc, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Total Clarity Wealth Management in 2020, she worked for School District 308 Oswego for five years. Total Clarity Wealth Management is a multi-advisor firm serving individuals, trusts, estates, charitable organizations, corporations, and employer 401(k) plan sponsors. The firm offers comprehensive financial planning and discretionary portfolio management using a variety of investment vehicles and approaches tailored to client needs.

Jeffrey Pearce is a CFP® with 29 years of industry experience and has been with Vermillion Financial Advisors, Inc. since 1990. He is based in South Barrington, IL, and holds the Series 63 designation. Vermillion Financial Advisors serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations with financial planning and investment advisory services. The firm emphasizes structured communication and education, offering both model and customized portfolio solutions primarily on a non-discretionary basis.

Nanette Kastner is a financial advisor at Hendricks Wealth and Estate Management with 10 years of industry experience. She holds a Series 66 designation and has worked at JG Hendricks Financial Services LLC since 2017 and Cetera Advisors LLC since 2016. Outside of her advisory role, she serves as a basketball and volleyball referee. Hendricks Wealth and Estate Management advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement consulting, utilizing a range of analytical approaches to tailor portfolios according to client objectives and risk tolerances.

David Hogaboom is a financial advisor at Total Clarity Wealth Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Capital Point Financial Group, and Guidant Wealth Advisors. Hogaboom is also involved with Insightful Wealth Planning LLC, a business entity established for tax and investment purposes. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers services such as discretionary portfolio management, financial and retirement planning, and 401(k) plan advisory, utilizing a mix of model portfolios, third-party managed accounts, and in-house strategies including an actively traded program for qualified investors.

Valerie Hogan is a financial advisor at Clearwater Capital Partners with a Series 65 designation and one year of industry experience. She previously worked at National Christian Foundation and Orchard Ministry Development and spent a decade at Gibbs & Associates. Outside of advising, she manages several non-investment related LLCs involved in real estate oversight. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, offering family office and private wealth management, institutional advisory, and retirement plan services. The firm employs a disciplined investment approach based on written Investment Policy Statements and offers access to alternative investments and private placements.

Jason Dhooghe is a CFP® with four years of industry experience, currently serving at Vermillion Financial Advisors, Inc. He previously worked at Wealth Enhancement Group and Wealth Enhancement Advisory Services from 2021 to 2025. 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 model and customized portfolios, non-discretionary trade approvals, and educational workshops for plan participants.

Kevin Carani is a financial advisor with Clearwater Capital Partners, holding a Series 65 credential and 11 years of industry experience. He has been with Clearwater Capital Partners since 2014. Outside of his advisory role, he serves as a facility manager for Westminster Presbyterian Church in Elgin, Illinois. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services that include private wealth management, institutional advisory, and retirement plan strategies. The firm manages portfolios based on written Investment Policy Statements and employs a variety of analytical approaches, with a focus on discretionary management and access to alternative investments.

Kyle Hoskins is an advisor at American Community Wealth Management, LLC with Series 66 credentials and one year of industry experience. Prior to his current role, he has worked at Osaic Wealth, Inc. and has experience outside finance, including roles at Snuggery River Roadhouse and The University of Iowa. American Community Wealth Management provides investment advisory and financial planning services to individuals, business owners, corporations, and charitable organizations. The firm uses asset-allocation driven portfolios with a combination of advisor-managed accounts and third-party managers, and offers multiple platform choices including wrap programs that integrate trading, custody, and advisory services.

Dana Arvanites is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at The Dala Group, LLC since 2026 and previously spent six years at Bank of America and Merrill. Before entering financial services, she worked at Aramark and was involved with Misericordia, Heart of Mercy for six years. The Dala Group, LLC is a team of nine advisors that provides portfolio management, comprehensive financial planning, and limited financial consulting to individuals, including high-net-worth clients, and business entities. The firm employs multi-disciplinary analysis and asset-allocation strategies to manage client portfolios composed of stocks, bonds, ETFs, mutual funds, and other securities, offering both discretionary and non-discretionary services.

John Sleeting is a financial advisor at Clearwater Capital Partners with 17 years of industry experience. He holds a Series 65 designation and has been with Clearwater Capital Partners since 2009 in various roles. Outside of his advisory work, he serves as a board member of Cox Family Holdings, LLC and manages 1435 Partners, LLC, a consulting company. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services including family office management, private wealth management, and retirement plan advisory. The firm employs a disciplined investment approach based on written Investment Policy Statements and utilizes fundamental, technical, quantitative, and thematic analysis to manage discretionary accounts.