Dana Arvanites is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at The Dala Group, LLC since 2026 and previously spent six years at Bank of America and Merrill. Before entering financial services, she worked at Aramark and was involved with Misericordia, Heart of Mercy for six years. The Dala Group, LLC is a team of nine advisors that provides portfolio management, comprehensive financial planning, and limited financial consulting to individuals, including high-net-worth clients, and business entities. The firm employs multi-disciplinary analysis and asset-allocation strategies to manage client portfolios composed of stocks, bonds, ETFs, mutual funds, and other securities, offering both discretionary and non-discretionary services.

John Sleeting is a financial advisor at Clearwater Capital Partners with 17 years of industry experience. He holds a Series 65 designation and has been with Clearwater Capital Partners since 2009 in various roles. Outside of his advisory work, he serves as a board member of Cox Family Holdings, LLC and manages 1435 Partners, LLC, a consulting company. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services including family office management, private wealth management, and retirement plan advisory. The firm employs a disciplined investment approach based on written Investment Policy Statements and utilizes fundamental, technical, quantitative, and thematic analysis to manage discretionary accounts.

Jeanne Tackett is a financial advisor at Total Clarity Wealth Management, Inc. with 19 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial, Cetera Advisors Networks LLC, and Wall Street Financial Advisors. Jeanne is also the owner of Indigo Adviser Services, Inc., a non-investment-related business activity. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm offers discretionary portfolio management using a variety of investment vehicles and third-party model portfolios, and it supports customized asset allocations with monitoring and specialized strategies for sophisticated investors.

Alexis Swaney is a Series 65-licensed financial advisor with The Dala Group, LLC, where she has worked since 2026. Prior to joining the firm, she held roles related to human ecology and participated in various community and business activities. The Dala Group provides portfolio management, comprehensive financial planning, and limited consulting services to individuals, including high-net-worth clients, and business entities. The firm employs multi-disciplinary analysis and asset allocation strategies across a range of securities, serving both discretionary and non-discretionary mandates.

Alan Krause is a financial advisor at Clearwater Capital Partners with 17 years of industry experience. He holds a Series 65 designation and has worked at Clearwater Capital Partners since 2008. Krause also serves as Chief Operations Officer at Shodeen Group, a real estate development company, and is a director at Porte Brown, a certified public accounting firm. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, providing services including private wealth management, institutional advisory, and retirement plan strategies. The firm manages portfolios based on written Investment Policy Statements and employs a range of analytical approaches, with access to alternative investments and private placements.

James Chapman is a financial advisor at Clearwater Capital Partners with 12 years of industry experience. He holds a Series 65 designation and has been with Clearwater in various capacities since 2016. In addition to his advisory role, he is involved in the sale of life and long-term care insurance as part of a comprehensive financial plan. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves individual, high-net-worth, and several institutional clients, employing a range of investment strategies including asset allocation, fundamental and quantitative analysis, options strategies, and thematic exploration.

Vanessa Croessmann is a financial advisor at Total Clarity Wealth Management, Inc with three years of industry experience. She holds a Series 65 designation and has worked at Wall Street Financial Advisors and as a self-employed financial planner. In addition to her advisory role, she is an independent licensed insurance agent focusing on life, accident, and health insurance. Total Clarity Wealth Management serves individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors, offering discretionary portfolio management, financial planning, and donor-advised fund support. The firm employs customized asset allocations using various investment vehicles and maintains several offices with affiliations to legal, real estate, and accounting professionals.

Jacob Clark is a financial advisor at Clearwater Capital Partners with two years of industry experience. He holds a Series 65 designation and has previously worked at Tesla Inc and Federated Bank. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves individual, high-net-worth, and institutional clients, employing a range of investment strategies including asset allocation, fundamental and quantitative analysis, and options strategies.

Tyler Beachler is a CFA® charterholder with 14 years of industry experience. He is currently with Clearwater Capital Partners in Hoffman Estates, IL, where he has worked since 2012, including prior tenure at LPL Financial. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base that includes high-net-worth individuals as well as institutional clients such as sovereign wealth funds and government entities, utilizing a range of portfolio management strategies and offering specialized services like thematic investment approaches and participant education for retirement plans.

Linette Mejia is a financial advisor at The Dala Group, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at the Illinois Department of Human Services and Legal Aid Chicago. The Dala Group, LLC provides portfolio management, comprehensive financial planning, and limited consulting to individuals and businesses, including high-net-worth clients. The firm employs multi-disciplinary analysis and asset-allocation strategies to manage client portfolios composed of stocks, bonds, ETFs, and mutual funds, offering both discretionary and non-discretionary mandates.

Katherine Byrne is a CFP® professional with 10 years of industry experience. She has been with DHJJ Financial Advisors, a firm based in Geneva, IL, since 2014. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million and serves individual and high-net-worth clients. The firm provides portfolio management, financial planning, and retirement plan services, and offers access to tax preparation and accounting through an affiliated CPA firm.

Brendan Krahl is a financial advisor with Total Clarity Wealth Management, Inc. He holds Series 63 and Series 65 designations and has 11 years of experience in the industry. His prior experience includes roles at LPL Financial and Capital Point Financial Group. Outside of advisory services, he is involved as an investor in a tax preparation and accounting business. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm offers discretionary portfolio management using various investment vehicles and strategies, including managed account programs and a more active strategy for sophisticated investors, and maintains multiple office locations with affiliated professionals in legal, real estate, and accounting fields.

Daniel Leitner is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Commerce Partners, LLC, Miller Commons, LLC, Rose Plaza Partners, Haill 911, and Uline. Outside of advisory work, Leitner is involved with AgTechLogic, a precision spray agriculture technology company, where he serves as a creditor and warrant holder. Hendricks Wealth and Estate Management serves individuals, trusts, retirement plans, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-asset allocation approach with discretionary asset management, combining fundamental, technical, and cyclical analysis along with mutual fund and ETF due diligence.

Hunter Sims is a financial advisor at Clearwater Capital Partners with a Series 65 designation and five years of industry experience. He has held roles at the University of Cambridge Cambridge Centre for Alternative Finance since 2019, serving as Associate Director of Business & Operations, and previously worked at Urwego Bank and PNC Bank. Outside of advising, he is involved with several entities focused on financial innovation and regulatory technology based in Cambridge. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves individual, high-net-worth, and institutional clients, employing a range of investment approaches including discretionary management, thematic strategies, and options, while offering integrated solutions through affiliated entities.

Randolph Yu is a financial advisor at Clearwater Capital Partners with a Series 65 designation and one year of industry experience. Prior to joining Clearwater Capital Partners, he worked for nine years at MISUMI USA. Clearwater Capital Partners serves individual, high-net-worth, and institutional clients, offering family office services, wealth management, and retirement plan advising. The firm employs a variety of investment strategies and manages most accounts on a discretionary basis, providing a range of solutions including alternative investments and participant education.

Charles Ieuter is a financial advisor at Sequoia Wealth Management, LLC with over 41 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes work at LPL Financial since 2014 and founding Secure Futures, Ltd. in 1983, where he currently serves as president. Sequoia Wealth Management serves individuals, trusts, estates, corporations, and employer retirement plans, providing asset management, financial planning, and retirement-plan consulting. The firm uses a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios, offering both discretionary management and third-party strategist models.

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.

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.

Chad Anderson is a financial advisor at James T. Borello & Co. with four years of industry experience. He holds Series 63 and Series 65 designations. Prior to his current role, Chad has worked at State Farm, Walsh Construction, and has experience with sports and entertainment organizations including the Florida Panthers and Miami Dolphins. James T. Borello & Co. provides discretionary investment management and comprehensive financial planning services to individuals, high-net-worth clients, small businesses, trusts, and other legal entities. The firm employs quantitative risk/return models and diversified portfolios constructed from mutual funds, ETFs, equities, and fixed income, and also uses third-party managers for direct indexing and tax-loss harvesting for certain clients.

James Hendricks is a CFP® and holds a Series 66 designation with 24 years of industry experience. He is currently with Hendricks Wealth and Estate Management and has held prior roles at Hero Investment Planners LLC, J.G. Hendricks Financial Services, Cetera Advisors LLC, Investors Capital Corp., Eastern Point Advisors Inc., and RBC Capital Markets. Hendricks Wealth and Estate Management serves individuals, trusts, retirement plans, and business entities, providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $536 million in client assets using a primarily discretionary, multi-asset approach that incorporates fundamental, technical, and cyclical analysis.