Kevin Scullion is a financial advisor at Aberdeen Wealth Management LLC with seven years of industry experience. He has been associated with the firm since 2000. In addition to his advisory role, Scullion maintains a legal practice focused on tax law. Aberdeen Wealth Management LLC provides fee-only investment management and comprehensive financial planning to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $699 million in client assets using a strategic asset allocation approach with global diversification and offers flexible engagement formats.

Rik Duryea is a CFA® charterholder with 14 years of industry experience. He is currently with Alley Company, where he has worked since 2005, including its affiliate Alley Investment Management Company since 2022. The firm provides discretionary portfolio management primarily for high-net-worth individuals, institutions, foundations, and family offices. Alley Investment Management emphasizes a tax-conscious, long-term large-cap equity approach with low turnover, incorporating ETFs, options strategies, and customized asset allocation.

Nano Younger is a CFP® with 24 years of industry experience and has been with Arthur M. Cohen & Associates LLC since 1999. He holds a CPA designation and provides tax preparation services outside of his advisory work. Arthur M. Cohen & Associates, LLC offers investment advisory and financial planning services to a range of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm customizes strategies based on client time horizons and risk tolerance and manages over $1.1 billion in discretionary assets, with a focus on fundamental analysis and ongoing manager due diligence.

Thomas Van Vuren is a CFA® charterholder with 11 years of experience in the financial industry. He has worked at Alley Company, LLC from 2014 to 2021 and currently serves at Alley Investment Management Company since 2022. Alley Investment Management Company provides discretionary separate-account portfolio management primarily for high-net-worth individuals, institutions, foundations, and family offices. The firm focuses on a tax-conscious, long-term large-cap equity approach with low turnover and uses ETFs, options, and margin as appropriate to meet client objectives.

David Melsheimer is a CFA® charterholder with 22 years of experience at North Shore Private Asset Management, LLC, where he has worked since 2004. He is also a principal of North Shore Private Tax Services, which offers tax preparation services alongside CPA John Gibbons. North Shore Private Asset Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual and institutional clients, including pension and employer-sponsored retirement plans. The firm employs a range of strategies and serves a diverse client base, managing approximately $475 million across fewer than 200 client relationships.

Daniel Roseth is a financial advisor at CS Planning Corp with three years of industry experience. He holds a Series 65 credential and has worked in wealth management and accounting since 2015, including roles at 83 Rd St. Wealth Management and his own accounting firm, H.D. Roseth & Associates, Ltd. Outside of financial advising, he is an accountant at H.D. Roseth & Associates, Ltd. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base. The firm employs a multi-advisor model and constructs broadly diversified, systematically managed portfolios tailored to clients’ risk tolerances and goals.

Susan Oleari is a financial advisor at Trifecta Capital Advisors, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at BMO Private Bank for six years. Susan serves on the boards of the Joffrey Ballet, Recipe for Change, and the Evan Joseph Gerstein Foundation, holding treasurer roles at the latter two. Trifecta Capital Advisors provides discretionary investment management and financial planning services to individuals, families, business owners, trusts, and foundations. The firm manages over $700 million with a focus on long-term strategic asset allocation combined with tactical adjustments using proprietary capital-market assumptions.

Sherwin Korey is a financial advisor at Capital Resource Management, Inc. in Deerfield, IL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SGC Securities LP since 2007 while maintaining his role at Capital Resource Management since 1991. Capital Resource Management provides portfolio management and consulting services to a diverse client base including individuals, retirement plans, corporations, and not-for-profits. The firm focuses on strategic asset allocation and manager-based investment solutions, operating primarily on a non-discretionary basis with an emphasis on manager selection and oversight.

Myrna Chavira is a financial advisor at Precise Investment Management, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked with several related firms, including Insight Securities Inc. and Precise Consulting Services, where she serves as President. Outside of her advisory role, she is involved in non-investment consulting and holds an executive position at Intelligenics, Inc. Precise Investment Management provides discretionary portfolio management services to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens. The firm utilizes sub-advisory portfolio managers selected through country-specific research and conducts annual due diligence, offering programs such as the Precise Worldview Structured and Focus Programs.

Eric Miller is a CFP® with three years of industry experience, currently affiliated with Nadler Financial Group, Inc. He has held positions at several firms, including Ausdal Financial Partners, LPL Financial, Compass Financial Strategies, and Waddell & Reed. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by offering discretionary investment management and financial planning services. The firm employs tactical asset allocation across diversified vehicles and operates a specialized program for smaller accounts, supported by a multi-advisor team managing approximately $1.9 billion in assets.

Spencer Bleecker is a financial advisor with Roberts, Glore & Co. in Deerfield, IL, holding a Series 65 designation and seven years of industry experience. He has been with Roberts, Glore & Co. since 2017 and previously worked at Lake Forest College. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pensions, and nonprofits, managing approximately $938 million in client assets. The firm offers customized portfolio management using fundamental analysis and regularly reviews investments, incorporating mutual funds and ETFs alongside mid- and large-cap equities and fixed-income holdings.

Kimberly Stacy is an associate wealth manager at Nadler Financial Group, Inc. with experience at Gresham Partners, LLC and PriceWaterHouseCoopers. She holds the Series 66 designation and has been with Nadler Financial Group and Ausdal Financial Partners since 2024. Outside of her advisory role, she is a partner in a commercial real estate venture through Tsarpalas Family Partnership, LLC. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, offering discretionary investment management and financial planning services. The firm employs tactical asset allocation across diversified investment vehicles and operates a multi-advisor platform with approximately 16 advisors.

Augusto Medal is a financial advisor with InSight Securities, Inc. in Miami, FL, holding a Series 66 designation and over 30 years of industry experience. His career includes roles at Precise Investment Management, Inc., Insight Securities, Inc., Insigneo Advisory Services, and Northeast Securities. Insight Securities, Inc. is a registered investment adviser providing discretionary portfolio management and brokerage services to a diverse client base, including high-net-worth individuals, trusts, and institutional investors. The firm combines qualitative and quantitative analysis in its manager selection and portfolio construction, employing both active and passive strategies.

Ethan Hafner is a financial advisor at Indivisible Partners with 28 years of industry experience. He holds the Series 66 designation and worked at UBS Financial Services Inc. for 17 years prior to joining Indivisible Partners in 2026. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, pension and profit-sharing plans, charities, and businesses. The firm manages approximately $2.08 billion in assets using a strategic asset allocation framework and offers a range of active, passive, and blended investment approaches through its team-based, open-architecture platform.

Peter Karmin is a financial advisor at Fort Sheridan Advisors LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Western International Securities, Inc. for 11 years. Karmin serves on the Board of Trustees at Rhodes College. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients by providing discretionary asset management and pension consulting. The firm employs a long-term, value-oriented investment approach that integrates quantitative tools with qualitative judgment and routinely uses derivatives and options strategies in client portfolios.

Thomas Weil is a financial advisor with Fort Sheridan Advisors LLC in Highland Park, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Fort Sheridan Advisors since 2012 and Aurora Securities Inc. since 2024. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients with discretionary asset management and pension consulting. The firm employs a long-term, value-investor approach that integrates quantitative tools with qualitative judgment and is involved in private funds and institutional mandates across multiple asset classes.

Augusto Medal Trinidad is a financial advisor at Precise Investment Management, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Insight Securities Inc. and Insigneo Advisory Services. Outside of his advisory work, he is involved as a passive investor in several non-investment businesses, including a retail liquor store and wellness center. Precise Investment Management provides discretionary portfolio management to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens. The firm offers managed accounts and sponsored wrap programs, utilizing sub-advisory portfolio managers selected through country-specific research and annual due diligence.

Howard Klieger is a financial advisor at Walled Lake Planning & Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets LLC and City National Bank. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for about 360 clients. The firm provides comprehensive financial planning and portfolio management services tailored to individual goals, using a mix of investment strategies and maintaining ongoing monitoring with annual reviews.

Douglas Purcell is a financial advisor at Fort Sheridan Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Aurora Securities, Western International Securities, and Oppenheimer & Co. Inc. since 2011. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients with discretionary asset management and pension consulting. The firm employs a long-term, value-investor approach that integrates quantitative tools with qualitative judgment and actively uses derivatives and option strategies in client accounts.

Carlos Legaspy is a financial advisor at Precise Investment Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Insight Securities, Inc. since 2013 and Precise Investment Management since 2015. Outside of his advisory role, he serves as a Certified Co-Leader for the ManKind Project, a nonprofit peer support organization, and is authoring a book. Precise Investment Management provides discretionary portfolio management to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens, with no account minimum requirement. The firm utilizes sub-advisory portfolio managers selected through country-specific research and offers multiple program options, including the Precise Worldview Structured and Focus Programs.