James Veers is a CFP® and CFA® credentialed advisor with two years of industry experience. He currently works at Studio Investment Management and previously held roles at Great Lakes Advisors and Lombardia Capital Partners. Studio Investment Management serves individuals, trusts, retirement plans, partnerships, government entities, and other legal entities, offering discretionary portfolio management, financial planning, and investment consulting. The firm emphasizes a value-minded, long-term investment approach using individual securities and funds, tailoring portfolios to client guidelines while considering total client costs.

Bradley Cohen is a financial advisor at North Star Investment Management Corporation with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with North Star since 2006, previously working at Mid Atlantic Capital Corporation from 2016 to 2018. Cohen is a 20% owner of North Star Financial Services, a holding company. North Star Investment Management Corporation serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and family office services, managing approximately $2.5 billion in assets and frequently incorporates its affiliated mutual funds into client portfolios.

John Postel III is a financial advisor at Cohen Capital with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates and JPMorgan Chase. He is also a licensed insurance professional in a non-investment capacity. Cohen Capital is an SEC-registered investment adviser that offers discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, pooled vehicles, and institutional accounts. The firm emphasizes a long-term portfolio approach using low-cost, diversified mutual funds and ETFs, while also employing other investment strategies and third-party managers as appropriate.

David Garcia is a financial advisor at Regal Advisory Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Regal Discount Securities, Inc. since 1998. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, using a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Patrick May is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Vantage Point Financial, LLC and has previously worked at Prosperity Capital Advisors, The Chamberlin Group Tax & Wealth Advisors, and Scottrade, Inc. Outside of his advisory role, Mr. May is a licensed insurance agent offering various fixed insurance products. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using a range of investment vehicles and offers supplementary services such as tax planning, business-owner insights, and retirement education.

Skaiste Aksomitaite is a financial advisor at Regal Advisory Services, Inc. with 20 years of industry experience. She holds a Series 65 designation and has been with Regal Advisory Services and its affiliated broker-dealer, Regal Securities, since 2005. Regal Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm’s investment process combines fundamental and quantitative research tailored to client goals and risk tolerance, offering a range of strategies including equities, ETFs, options, alternative investments, and non-traded REITs.

Logan Guess is a Series 65-registered advisor with LCM Capital Management Inc. in Chicago, IL, with five years of industry experience. He has worked at LCM Capital Management since 2021 and previously held positions at WestRock and other firms dating back to 2016. LCM Capital Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations by providing discretionary portfolio management, pension consulting, and participant education. The firm’s investment approach emphasizes fundamental analysis and sector leadership, primarily investing in S&P 500 and EAFE equities with a focus on long-term holdings, while occasionally using derivatives and borrowing strategies.

Joshua Youel is a financial advisor at SAGE Private Wealth Group, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Brighthouse Financial, Motorola Solutions, and LaSalle Investment Management. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management with a client-specific process tailored by financial goals and risk tolerance, utilizing a variety of investment vehicles and ongoing portfolio monitoring.

Arthur Cohen is a financial advisor at Arthur M. Cohen & Associates LLC with 29 years of industry experience. He has been with Arthur M. Cohen and Associates since 1989. Cohen holds the Series 63 designation. Arthur M. Cohen & Associates, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm tailors strategies based on client time horizon and risk tolerance, primarily using fundamental analysis, and manages over $1.1 billion in discretionary assets.

Kevin Stemberger is a financial advisor with Regal Advisory Services, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Noble Capital Partners since 2007 and serves as managing member of KJ Stemberger LLC, an accounting firm. Additionally, he is a committee member of the National Cancer Institute Council of Research Advocates. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm offers portfolio management, financial planning, and retirement plan advisory services, employing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Seth Woodward is a financial advisor with Timothy Financial Counsel, Inc. in Wheaton, IL. He holds a Series 65 credential and joined the firm in 2026. Prior to his advisory role, he worked at Microsoft Corp for four years and EY-Parthenon for three years. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching without discretionary portfolio management, favoring diversified exposure through no-load mutual funds and ETFs and a time-based billing model.

Thomas Janes is a CFA® charterholder with seven years of experience in the financial industry. He has been with Rothschild Investment LLC since 2019 and previously worked as an investment management consultant from 2015 to 2019. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors. Rothschild emphasizes working with entrepreneurs and closely held business owners and employs a long-term, individualized investment approach that combines fundamental, technical, quantitative, and qualitative analysis.

Timothy O'Donnell is a financial advisor with Sequoia Wealth Management, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Sequoia Wealth Management since 2015 and also maintains an affiliation with LPL Financial since 2013. Outside of his advisory work, he serves as Vice President and Chair of the Election Operations Committee for the Barrington Township Republican Organization. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans, providing asset management, financial planning, and retirement-plan consulting. The firm utilizes a combination of quantitative optimization, third-party research, and manager selection, offering discretionary management and third-party strategist models tailored to clients’ goals.

Nancy Effert is a financial advisor at Essex LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at ChangePath, LLC and Partnervest Advisory Services, LLC. Outside of her advisory role, she is involved in life insurance and annuity sales through Effert Financial Solutions. Essex LLC is a team-based registered investment adviser managing approximately $563 million for around 600 clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consultation services, employing model portfolios and a range of analytical approaches to asset selection and monitoring.

John Valleau Jr. is a CFP® and Series 65-licensed advisor with 28 years of industry experience. He has worked at ShankerValleau Wealth Advisors, Inc. since 1993 and is also involved with ShankerValleau Accountants, Inc., an accounting firm where he assists with tax preparation. ShankerValleau Wealth Advisors, Inc. is a six-advisor team managing approximately $550 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes diversified, low-cost, research-driven portfolio management primarily using structured strategies from Dimensional Fund Advisors, combined with ongoing financial planning and both discretionary and limited non-discretionary services.

Andrew Lindquist is a Series 65-licensed financial advisor at Timothy Financial Counsel, Inc. with five years of industry experience. Before joining Timothy Financial Counsel in 2021, he worked for Rauner College Prep from 2015 to 2020. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that offers individual consultations and project-based advice on various financial topics for a diverse client base. The firm emphasizes a time-based billing model, diversified investment exposure, and advisory services without managing client assets directly.

Pearlyn Manieri is a financial advisor at Rebellion Asset Management, LLC with 19 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Podium Markets Securities, LLC, VYGR Digital Securities, LLC, and Glacial Point Capital LLC. Manieri is also involved in consulting for a new broker-dealer as part of her other business activities. Rebellion Asset Management is a five-advisor firm serving families, high-net-worth individuals, trusts, charitable entities, corporations, and business clients. The firm manages approximately $91.8 million in discretionary assets and employs a combination of quantitative methods, technical analysis, third-party research, and options strategies, including a specialized option overlay program and sub-advisory services.

Todd Needlman is a financial advisor at Parkside Investments, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Parkside Investments since 2018, following five years at Interactive Brokers LLC. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, and other institutional clients. The firm employs a long-term, fundamental analysis-driven approach focused on large-cap core equity portfolios, supplemented by fixed income, ETFs, option-based strategies, and private investment allocations.

Colleen Nesslar is a financial advisor at Pendulum Wealth Partners with 13 years of industry experience. She holds Series 66 and Series 63 designations. Her prior roles include positions at Ameriprise, Wealth Enhancement, Raymond James Financial, LPL Financial, Charles Schwab, and FORM Wealth Advisors. Pendulum Wealth Partners is a nine-advisor team managing approximately $283 million for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and a family office suite, employing a fundamental, long-term investment approach with a variety of investment vehicles tailored to client goals and risk tolerance.

Joseph Savenok is a financial advisor with Harvest Investment Services, LLC and holds a Series 65 designation. He has two years of industry experience and previously worked at firms including Jones Lang LaSalle and T. Rowe Price. He also serves as an Advisor Assistant with Envoy Advisory Inc., an affiliated investment advisory firm. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team structure and uses a range of investment strategies including tactical management and various analytical techniques.