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. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SGC Securities LP since 2007. Korey has been with Capital Resource Management since 1991, where he serves as president and is involved in managing research portfolios, client meetings, due diligence, and business development. Capital Resource Management, Inc. offers customized portfolio management and consulting services to a range of clients including individuals, retirement plans, corporations, and nonprofits. The firm focuses on asset allocation, expected returns, risk management, and works with independent third-party managers, maintaining a non-discretionary management structure and providing regular performance monitoring and client reviews.

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 at Roberts, Glore & Co. with eight years of industry experience. He holds a Series 65 credential and has been with the firm since 2017. Prior to his advisory role, he spent four years at Lake Forest College. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pensions, and nonprofit organizations. The firm manages approximately $938 million in client assets, offering customized portfolio management based on fundamental analysis and valuation, and conducts regular portfolio reviews with a preference for 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.

Ethan Hafner is a financial advisor at Indivisible Partners with 29 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 17 years and Citigroup Global Markets for 8 years. Hafner is based in Deerfield, IL, and has been with Indivisible Partners since 2026. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to model portfolios and third-party investment strategies, using a strategic asset allocation framework overseen by an investment committee.

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.

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.

Louis Klieger is a CFP® and holds a Series 66 license, with 10 years of experience in the financial advisory industry. He has worked at Walled Lake Planning & Wealth Management, LLC since 2018 and previously held roles at City National Bank and RBC Capital Markets, LLC. Louis is based in Highland Park, IL. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for around 360 clients. The firm provides wealth management services to individuals and various entities, combining comprehensive financial planning with discretionary and non-discretionary portfolio management through a wrap fee program.

Martin Yokosawa is a financial advisor with Landolt Securities, Inc. in Lake Bluff, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Landolt Securities since 2008 and is also the president and owner of Torii Asset Management, where he provides investment advisory services. Since 2021, he has served as a trustee for a family trust. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities, managing $137.8 million in regulatory assets as of March 31, 2026. The firm emphasizes fundamental analysis with a focus on small-cap growth stocks and utilizes both discretionary and non-discretionary portfolio management strategies.

John Hennessey is a financial advisor with TSFG, LLC who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with TSFG, formerly Alchemy Advisors, since 2016 and previously worked at LPL Financial from 2016 to 2020. Outside of his advisory role, he is an officer and partner at Vazza Real Estate Group, where he is involved in distribution and investing activities. TSFG, LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients, as well as trusts, retirement plans, and other entities. The firm employs fundamental analysis in security selection and offers tailored portfolios with periodic reviews, additionally sponsoring its own wrap-fee program and operating multiple DBA offices.

Steven Alley is a financial advisor with Alley Company, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Alley Investment Management Company since 2022 and previously at Alley Company from 1998 to 2021. Alley Investment Management Company provides discretionary separate-account portfolio management for high-net-worth individuals, institutions, foundations, and family offices. The firm focuses on tax-conscious, long-term large-cap equity strategies with low turnover, incorporating ETFs, options, and margin as appropriate, and offers customized asset allocation and sub-advisory services.