Michael Niemczyk is a financial advisor with Capital Advisor Network, holding Series 63 and Series 66 designations and 26 years of industry experience. He has operated Michael Niemczyk Associates, Inc. since 2001 and is also involved with MLN Retirement Planning & Tax Planning, Inc. In addition to his advisory roles, Niemczyk participates as a member and educator with the nonprofit Society of Financial Awareness, providing financial education through community classes and workshops. Capital Advisor Network serves individual and high-net-worth investors, institutions, charitable organizations, trusts, and employer-sponsored retirement plans. The firm applies a tactical investment approach utilizing data analytics and algorithmic signals, offering both discretionary and non-discretionary management across various asset classes while accommodating client-specific restrictions.

William Gregg is a financial advisor at North Shore Private Asset Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with North Shore Private Asset Management since 2016. North Shore Private Asset Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and institutional clients such as pension and profit-sharing plans. The firm manages approximately $572 million in assets and offers customized portfolio management using a combination of fundamental, technical, and cyclical analysis across various investment vehicles.

Jason Seurer is a financial advisor with Landolt Securities, Inc. in Lake Bluff, IL, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been associated with Landolt Securities since 2018 and has engaged in various business ventures, including serving as a high school football coach and providing advisory services to a software development firm. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities, managing $137.8 million in regulatory assets. The firm employs fundamental analysis with a focus on small-cap growth stocks and offers both discretionary and non-discretionary portfolio management, while also utilizing third-party asset management programs tailored to client risk profiles.

Patrick Graham is a financial advisor with 15 Wealth Advisors LLC holding a Series 66 designation and one year of industry experience. His background includes roles at LPL Financial LLC and TS Financial Group, LLC, along with prior work in higher education and the restaurant sector. He provides administrative support to TSFG, LLC, an independent investment advisory firm. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients with investment advisory, financial planning, and employer planning services. The firm offers discretionary portfolio management tailored to client goals, utilizing a multi-disciplinary investment process and sponsoring a wrap fee program with a unique ownership and affiliation structure.

Mathew Douvikas is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding Series 66, Series 63, and Series 65 credentials and bringing 11 years of industry experience. His background includes roles at LPL Financial, Baxter Credit Union, CUSO Financial Services, PNC Bank, and JP Morgan Securities. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a core-plus-satellite investment approach using third-party managers and model portfolios, with a substantial wrap fee program that covers transaction costs for participating accounts.

Mark Saran is a financial advisor at North Shore Private Asset Management, LLC with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has been with North Shore and Level Four Financial LLC since 2014. Outside of his advisory work, he serves on the board of Ironwood Industries, a manufacturing company, and the Lake Forest Library Foundation. North Shore Private Asset Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs customized portfolio management and various research methods, serving a diverse client base that includes pension and municipal governmental plans.

William Luzzo is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL. He holds the Series 66 designation and has five years of industry experience. His work history includes roles at LPL Financial LLC, CUSO Financial Services, Thrivent Financial, and Northwestern Mutual. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $653.6 million in discretionary assets and employs a core-plus-satellite investment approach that incorporates third-party managers and model portfolios alongside customized strategies.

Jonathan Rick is a Series 66-licensed financial advisor with 25 years of industry experience. He has been with B.B. Graham & Company, Inc. since 2007. Rick is also president and sole owner of Grace Wealth Management, LLC, an investment and financial business affiliated with his firm. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm utilizes fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often working with third-party managers.

Jeffery Mowery is a CFP® with 26 years of industry experience. He has been with Mowery & Schoenfeld Wealth Management, LLC since 1999 and is also the managing member of Mowery & Schoenfeld, LLC, a CPA firm. He holds a life and health insurance license. Mowery & Schoenfeld Wealth Management, LLC serves individuals, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes portfolios using quantitative tools and a mix of investment vehicles, and it manages approximately $389 million in assets across about 161 client relationships.

Krassimira Marinkova is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at RMB Capital LLC and VennWell LLC. Mowery & Schoenfeld Wealth Management advises individuals, including high-net-worth clients, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes portfolios using quantitative tools and a mix of mutual funds, ETFs, and individual securities, serving approximately 161 client relationships with $389 million in assets under management.

Jonathan Wylie is a CFP® professional with 10 years of experience in financial advising. He is currently with BCU Wealth Advisors, LLC in Vernon Hills, IL, and has previously worked at LPL Financial, Baxter Credit Union, Cuso Financial Services, Woodbury Financial Services, and Reis Financial Services. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $653.6 million in discretionary assets using a core-plus-satellite approach that employs third-party managers and model portfolios alongside customized strategies.

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.

Bryan Farrissey is a CFP® professional with 24 years of industry experience. He is currently with BCU Wealth Advisors, LLC, where he has worked since 2013, and also has a background at LPL Financial and CUSO Financial Services. Farrissey holds Series 63 and Series 66 licenses and has been associated with Baxter Credit Union since 2004. BCU Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $653.6 million in discretionary assets. The firm employs a core-plus-satellite investment approach utilizing third-party managers and model portfolios, and operates a significant wrap fee program through LPL Financial that covers transaction costs for participating accounts.

Amanda Link is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior work includes roles at LPL Financial, Baxter Credit Union, CUSO Financial Services, and Sunamerica. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a core-plus-satellite investment approach with third-party managers and model portfolios, managing approximately $653.6 million in discretionary assets for around 870 clients through a team of 15 advisors.

Erika Bateman is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Inspirion Wealth Advisors, LLC since 2014. She holds Series 63 and Series 66 licenses and works from Libertyville, IL. Inspirion Wealth Advisors is a team of nine advisors managing approximately $1.24 billion in assets, providing comprehensive wealth management, financial planning, and retirement plan consulting primarily for individual and high-net-worth clients. The firm offers discretionary wrap fee portfolio management with a combination of fundamental and technical analysis, incorporating both long- and short-term trading strategies along with tax and corporate planning services.

Heather Wright is a CFP® professional with 22 years of experience, currently serving at BCU Wealth Advisors, LLC. She has been with BCU Wealth Advisors since 2017 and has prior experience at LPL Financial, CUSO Financial Services, Gem Financial Advisors, and Coldwell Banker. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a core-plus-satellite investment approach, utilizing third-party managers and model portfolios, and operates a significant wrap fee program that covers transaction costs for participating accounts.

Daniel Bouska is a financial advisor with TSFG, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with TSFG, LLC (doing business as Alchemy Advisors) since 2015 and has also been affiliated with LPL Financial, LLC since 2004. Outside of advisory services, he offers life and fixed annuities to clients through TS Financial Group, LLC. TSFG, LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm employs fundamental analysis in security selection and manages client portfolios with a tailored approach, conducting regular reviews and offering financial planning at no additional charge to existing clients.

Casey Bloomer is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at LPL Financial, Baxter Credit Union, CUSO Financial Services, BMO Harris Bank, and Fifth Third Securities. He also provides administrative support to BCU Wealth Advisors, an independent registered investment advisory firm. BCU Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $653.6 million in discretionary assets. The firm employs a core-plus-satellite investment approach using third-party managers and model portfolios, including ESG and Target Allocation ETFs, and operates a substantial wrap fee program custodied at LPL Financial.

Roberta Ferguson is a financial advisor at Aberdeen Wealth Management LLC with 26 years of experience. She holds the CFP® and CFA® designations. Aberdeen Wealth Management LLC provides personalized, fee-only investment management and comprehensive financial planning to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a focus on global diversification and manages approximately $699 million in client assets.

Ronald D'ancona is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Alley Company. His prior work includes positions at Morningstar Inc. and Constellation Software. 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, utilizing ETFs and occasionally options and margin, and offers customized asset allocation and sub-advisory services.