Robert Eisenberg is a financial advisor at SGL Financial, LLC with nine years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Before joining SGL Financial in 2022, Eisenberg worked at several firms, including Northwestern Mutual and Verity Asset Management. SGL Financial, LLC serves financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm provides portfolio management, financial planning, and sub-adviser oversight, emphasizing diversification and long-term asset allocation with a focus on treating cash as an asset class.

Chad Rawleigh is a CFA® charterholder with 10 years of industry experience, currently serving at Financial Solutions Advisory Group in Chicago, IL. He previously worked at Embree Financial Group. Financial Solutions Advisory Group advises high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a comprehensive investment process incorporating various analytical methods and offers a quarterly newsletter with general financial and market information.

Sharon Egan is a CFP® professional with 15 years of industry experience, currently serving at North Star Investment Management Corporation since 2012. She holds Series 63 and Series 66 licenses and teaches a class at Northern Trust, unrelated to investment topics. North Star Investment Management Corporation serves a range of clients including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations, providing discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in assets and often allocates client portfolios into its own mutual funds.

Elaine Moss is a financial advisor with Vestor Capital, LLC in Chicago, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Vestor Capital and its affiliated entities since 2010, working in both advisory and broker-dealer capacities. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee to manage approximately $2.08 billion in discretionary assets through concentrated, low-turnover equity portfolios alongside diversified fixed income and alternative strategies.

Michael Applebaum is a financial advisor at Signature Financial Services, Ltd with 26 years of industry experience. He holds a Series 66 designation and has worked at Signature Financial Services, Ltd since 1998 and First Heartland Capital, Inc. since 2001. He also operates Applebaum & Associates, P.C., providing accounting and tax services. Signature Financial Services, Ltd provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven and grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a mix of mutual funds, ETFs, and other asset classes.

Mark Laspisa is a CFP® with 29 years of industry experience and has been with Vermillion Financial Advisors, Inc. since 1988. 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 by providing financial planning and investment advisory services, including employer-sponsored retirement plans. The firm emphasizes structured, written communications and educational services, offering both model and customized portfolio solutions on a non-discretionary basis.

Michael Tosaw is a financial advisor with RCM Wealth Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Know Your Options, Inc. since 2009. Outside of financial advising, Tosaw spends time teaching football classes to high school students and is an author working on a book. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm serves individuals, pension and profit-sharing plans, and corporate clients, employing a combination of fundamental and cyclical analysis to tailor portfolios to client objectives, utilizing strategies including ETF allocations and options-based programs.

Michael Deering is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with four years of industry experience. He holds the PFS™ designation and has been associated with Mowery & Schoenfeld since 2011, working in both wealth management and as a tax partner involved in tax preparation and planning. Mowery & Schoenfeld Wealth Management advises individuals, including high-net-worth clients, and retirement plans, providing discretionary portfolio management, financial planning, and retirement consulting. The firm customizes portfolios based on client circumstances and risk tolerance, using a combination of mutual funds, ETFs, individual securities, and third-party money manager oversight.

Kimberly Velasco is a CFP® with 11 years of experience in financial advising. She has worked at The Dala Group, LLC since 2024 and previously held roles at Corient, Balasa Dinverno Foltz LLC, and WIPFLI Financial Advisors. The Dala Group serves individual and high-net-worth clients with portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies tailored to client objectives and risk tolerance.

Gordon Fallone is a financial advisor at Uhlmann Investment Management, L.L.C. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robertson Stephens Advisors and Robertson Stephens Securities. Outside of his advisory role, Fallone is a co-founder and managing partner of OnPoint Analytics Capital Partners and serves on the boards of Swyft, Inc. and Waverly AV Management, LLC. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, focusing on fundamental analysis and long-term asset allocation. The firm’s offerings include managed portfolios and third-party advisor programs that combine stocks, bonds, ETFs, mutual funds, and alternative investments.

Julie Ann Hepburn is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Her prior roles include positions at PL Wealth Advisors and Partners For Prosperity, LLC. She is also involved in coaching advisors and small business owners through her independent coaching business. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Kevin Reilly is a financial advisor with Colliers Securities LLC in Chicago, IL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Hilltop Securities Inc. for seven years before joining Colliers Securities in 2022. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services through both non-discretionary and discretionary programs. The firm combines broker-dealer and registered investment adviser functions and is affiliated with the broader Colliers group, providing a range of financial and insurance products.

William Clark is a CFP® with nine years of industry experience currently affiliated with Nadler Financial Group, Inc. He previously worked at Ausdal Financial Partners, Inc., James T. Borrello & Co., and Kuhn Wealth Management. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a 15-advisor team, serving individuals, charitable organizations, business entities, and retirement plans. The firm employs tactical asset allocation with diversified mutual funds, ETFs, and alternative strategies, offering discretionary investment management along with financial planning and retirement-plan consulting services.

Brian Fritzsche is a CFP® and CFA® with seven years of industry experience. He has been with Moller Financial Services since 2018 and previously worked at DRW Trading for nine years. Moller Wealth Partners provides personal financial planning and investment management to individuals, families, and trusts, focusing on areas such as tax and estate planning, charitable giving, education funding, and special needs planning. The firm uses a fee-only model with strategic asset allocation primarily through low-cost mutual funds and ETFs, managing most client assets on a discretionary basis.

Henry Reilly is a financial advisor at Keebeck Wealth Management in Chicago, holding a Series 65 designation. He has been with Keebeck since 2024 and has no prior industry experience before joining the firm. Before his advisory role, he spent four years at Trinity College and held teaching positions at Medfield High School and Thomas Blake Middle School. Keebeck Wealth Management provides discretionary portfolio management to individuals, retirement plans, and corporate clients, overseeing approximately $2.03 billion in assets. The firm uses third-party managers and a TAMP platform for portfolio construction and relies on model portfolios and delegated discretionary trading rather than proprietary security-level research.

Erica Gnilka is a Series 65-licensed financial advisor at Chicago Wealth Management, Inc. with two years of industry experience. Prior to joining Chicago Wealth Management, she held positions at the Genetics & IVF Institute and Rush University Medical Center, and worked for five years at McDermott Will & Emery. Chicago Wealth Management provides investment management and financial planning primarily to high-net-worth and high-income individuals, as well as non-profit and institutional clients. The firm employs a tactical investment approach focused on maximizing absolute long-term returns while limiting large portfolio losses through diversified allocations and model-driven rebalancing.

Zachary Steinhandler is a financial advisor at MariPau Wealth Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at MariPau Wealth Management since 2022. Steinhandler also owns and operates Steinhandler Wealth Advisors and Steinhandler Insurance Group, where he provides investment advisory services and specializes in annuity and life insurance sales. MariPau Wealth Management offers tailored investment advisory and portfolio management services, financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm collaborates with advisory affiliates and uses various third-party platforms and strategies to support client portfolios.

Jacob Szewczyk is a financial advisor with Chicago Wealth Management, Inc. He holds a Series 65 license and has been with the firm since 2025. Prior to joining Chicago Wealth Management, he gained experience at Wrobel & Associates and held various roles while attending the University of Iowa. Chicago Wealth Management provides investment management and financial planning services primarily to high-net-worth and high-income individuals, as well as non-profit and institutional clients. The firm employs a tactical investment approach focused on maximizing long-term returns while managing downside risk, utilizing a range of asset classes and ongoing model-driven rebalancing.

Phillip Coad is a CFP® professional with 14 years of industry experience, currently serving at Vermillion Financial Advisors, Inc. in South Barrington, IL. He has been with Vermillion Financial Advisors since 2005, working as part of a six-advisor team. 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 stand-alone financial planning and ongoing investment advisory programs, utilizing model and customized portfolios along with structured service tiers and educational workshops for plan participants.

John Nowicki is a financial advisor at LCM Capital Management Inc. in Chicago, IL, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LCM Capital Management since 2002. In addition to his advisory role, he has worked as an independent insurance agent since 2001. LCM Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on fundamental issuer analysis, long-term equity holdings primarily from the S&P 500 and EAFE universes, and periodic rebalancing, managing approximately $365 million in client assets through a team of nine advisors.