Andrew Adler is a financial advisor at Global Brokerage Services, Inc. in Barrington, IL, holding a Series 66 credential with 26 years of industry experience. He has been with Global Brokerage Services since 2000. Outside of advisory work, Adler is an independent insurance agent specializing in non-variable life insurance, annuities, and disability products, and he performs bookkeeping and accounting services on a limited basis. Global Brokerage Services serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account/UMA offerings. The firm operates with a six-advisor team and provides non-discretionary advice, utilizing a platform that combines third-party sub-managers and model portfolios with annual account reviews.

Philip Sloan is a CFP®, ChFC®, and PFS™ credentialed advisor with eight years of industry experience. He is currently a senior wealth manager and shareholder at Nadler Financial Group, Inc., where he has worked since 2017. Prior to joining Nadler, he spent nine years at Ernst & Young US LLP. Nadler Financial Group serves individuals, charitable organizations, businesses, and retirement plans, providing discretionary investment management and targeted financial planning services. The firm employs tactical asset allocation across diversified vehicles and offers specialized programs for clients with smaller account sizes, supported by a multi-advisor team managing approximately $1.9 billion in assets.

Carter Millington is a financial advisor at Millington Financial Advisors, LLC in Naperville, IL. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Stadium Grill for three years. Millington Financial Advisors serves individual and high-net-worth clients, families, estates, corporations, trusts, and retirement plans by providing discretionary investment management alongside financial planning, pension consulting, and retirement-plan advisory services. The firm integrates tax planning and estate-planning facilitation into its offerings and uses a mix of equities, fixed income, mutual funds/ETFs, and alternative investments in its portfolio management.

Alan Cole is a CFA® and CIC-certified financial advisor with 26 years of industry experience. He has been with Parkside Investments, LLC since 2016 and previously worked at Cedar Hill Associates, LLC from 2008 to 2016. Cole is a partner in Cedar Hill Partners Holdings I and II, which are limited partnerships involved in alternative investments. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, endowments, pension plans, trusts, charitable organizations, and businesses. The firm employs a fundamental analysis-driven, long-term large-cap core equity investment approach, supplemented by fixed income, ETFs, option-based strategies, and private investments, and manages over $1 billion in client assets.

Jaxon Bennett is a financial advisor at Timothy Financial Counsel, Inc. with a Series 65 designation and under one year of industry experience. His prior roles include various positions at Wheaton College and local financial institutions. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on a range of financial topics and emphasizes diversified investment exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

Ryan Vance is a CFA® charterholder with over 20 years of industry experience. He joined Pendulum Wealth Partners in 2025 after two decades at Northern Trust Investments, Inc. He is based in Itasca, IL. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, primarily long-term investment approach across diversified portfolios and offers discretionary investment management, financial planning, and family office services.

Martin Buehler is a financial advisor with Vestor Capital, LLC in Chicago, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been involved with VC Management, LLC and various Vestor Capital entities since 2010. Outside of his advisory work, he is a limited partner and passive investor in Aurora Sports Venture, LLC, a private real estate limited partnership. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, nonprofits, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that uses internal fundamental research to manage diversified portfolios across multiple asset classes and offers co-advisory and sub-advised strategies, supported by an affiliation with Focus Financial Partners.

James Varner is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Financial Solutions Advisory Group in Chicago, where he has been since 2025. Prior to this, he spent seven years at HighTower Advisors LLC and over two decades at Leonetti & Associates, Inc. Financial Solutions Advisory Group serves individuals, corporations, pension and profit-sharing plans, and trusts through continuous investment advisory and portfolio management services. The firm employs a diversified investment approach combining fundamental, technical, quantitative, and qualitative analysis, and is notable for its pension plan consulting and quarterly newsletter publication.

Thomas Bono is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. He has been with Monere Investments, Inc. since 2015. Monere Wealth Management is a team-based advisory firm managing approximately $312 million in client assets. The firm serves individual and high-net-worth clients, pension plans, charities, and business accounts, offering financial planning, portfolio management, and pension consulting with a focus on both discretionary and non-discretionary management.

Katie Krase is a financial advisor at Nadler Financial Group, Inc. with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Ausdal Financial Partners, Inc. since 2010 and Nadler Financial since 2005, where she is also a shareholder. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by providing discretionary investment management and, upon request, financial planning and retirement plan consulting. The firm employs tactical asset allocation across diversified vehicles and offers specialized programs for smaller accounts within a multi-advisor structure managing approximately $1.9 billion in assets.

Jeffrey Witz is a CFP® professional with nine years of experience at MEDIQUS Asset Advisors, Inc., where he has worked since 2011. He is based in Chicago, IL, and coordinates life and disability insurance sales for the firm’s clients. MEDIQUS Asset Advisors serves individuals, retirement plans, and medical groups with investment advisory, financial planning, and ERISA plan advisory services. The firm emphasizes long-term asset allocation and uses a combination of third-party research and platform algorithms to manage discretionary assets.

Anthony Baldassano is a financial advisor with Sequoia Wealth Management, LLC, holding the PFS™ designation and Series 65 license, and has 12 years of industry experience. He has worked at Sequoia Wealth Management since 2019 and previously at Retirement Matters, Inc. and Wynstone Financial Services, Ltd. Additionally, he owns and manages Anthony & Associates, CPAs LLC, a certified public accounting firm providing tax, bookkeeping, and payroll services. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans, offering asset management, financial planning, and retirement-plan consulting. The firm utilizes a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios, serving both discretionary and non-discretionary clients.

Michael Corbett is a financial advisor with Perritt Capital Management Inc. in Chicago, IL, holding Series 65 and Series 66 designations and possessing 15 years of industry experience. He has been with Perritt Capital Management since 2010 and currently serves as President of the Perritt Funds, Inc., overseeing several microcap-focused mutual funds. Corbett also holds a leadership role at Rothschild Wealth, LLC. Perritt Capital Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, institutions, trusts, retirement plans, and other entities. The firm specializes in micro- and small-cap equity strategies with a long-term, fundamental analysis approach and manages both separately managed accounts and registered investment companies.

Thomas Grooms is a CFA® charterholder with seven years of industry experience. He has worked at Sierra Summit Advisors LLC since 2024 and previously held roles at Northern Trust and Premier Asset Management LLC. Sierra Summit Advisors primarily serves high-net-worth individuals and institutional clients, providing discretionary investment management, financial planning, and consulting services. The firm employs a combination of fundamental, quantitative, and technical analysis across various strategies and routinely uses third-party managers under its oversight.

Brian Peterson is a CFP® professional with two years of industry experience at Capstone Financial Advisors Inc, where he has been working since 2009. He is based in Downers Grove, IL. Capstone Financial Advisors serves individuals including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm emphasizes asset-class allocation, cost control, and tax positioning, offering portfolio management, financial planning, pension consulting, and access to private fund investments under a multi-advisor team managing approximately $2.44 billion in assets.

Angeline Wozniak is a financial advisor at Chicago Oakbrook Financial Group with a Series 65 designation and one year of industry experience. Her prior roles include positions at Synergy One Landing, Inc., Guaranteed Rate, Nations Lending, and Midwest Lending. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm constructs tailored portfolios using a broad range of securities and strategies, supported by an institutional relationship with Raymond James and a licensed insurance agency platform.

Elena Sargent is a financial advisor at Factor Wealth Management with a Series 65 credential and industry experience totaling around 13 years. Her prior roles include positions at MGO/OneSeven, Savant Wealth Management, Brownson Rehmus & Foxworth, and Clune & Associates. Factor Wealth Management serves individuals, high-net-worth clients, business entities, charitable organizations, and pension and profit-sharing plans with investment management, financial planning, pension consulting, and third-party adviser selection. The firm employs a long-term, risk-based approach emphasizing global diversification and manages approximately $781 million in client assets.

Megan Naydenova is a financial advisor at Romano Brothers and Company with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Romano Brothers and Company serves individuals, employee benefit plans, non-profits, trusts, estates, and corporate entities, offering discretionary portfolio management, financial planning, and brokerage services with a conservative, fundamentals-based investment approach.

Joseph Davidson is a Series 66-licensed financial advisor with five years of industry experience, currently with Goldstone Financial Group, LLC since 2021. His prior experience includes roles at Thrivent Financial and various educational institutions. He is also a licensed insurance agent authorized to sell life and fixed annuity products. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a combination of fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers ongoing portfolio management, written investment policy statements, and employs tactical ETF models alongside alternative strategies within wrap-fee and transaction-based account options.

Daniel Porter is a financial advisor at WestEnd Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Victory Capital Services, Inc., WestEnd Advisors, and Invesco Advisers, Inc. Prior to his current role, he was also associated with Invesco Distributors, Inc. WestEnd Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process and serves as a model provider with significant assets under advisement and participation in multiple wrap programs.