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.

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.

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.

Charles Melka is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Sequoia Wealth Management, LLC since 2015. He also maintains a role with LPL Financial, LLC, where he has worked concurrently since 2015. Melka provides financial advisory services including insurance policy servicing for his clients. Sequoia Wealth Management serves individuals, trusts, estates, corporations, and employer retirement plans, offering 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 and provides both discretionary management and third-party strategist models.

Jeffrey Dehaan is a CFP® with 16 years of experience in the financial advisory industry, currently serving at Clearwater Capital Partners. He has been with Clearwater Capital Partners and its affiliates since 2013. In addition to his advisory role, he places insurance products for clients as part of their overall wealth management plans. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services such as private wealth management, family office support, and retirement plan advisory. The firm emphasizes portfolio management guided by written Investment Policy Statements and employs a mix of fundamental, technical, quantitative, and thematic 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.

Daniel Borello is a financial advisor at James T. Borello & Co. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2016. 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 diversified portfolios using asset-allocation models and quantitative risk/return analysis, offers third-party managed account programs and direct indexing strategies, and conducts regular account reviews.

Hannah Carter is a financial advisor at Carter Financial Group, Inc. with four years of industry experience. She holds a Series 65 designation and has worked at several firms, including LILA and Saint Julivert. In addition to her advisory role, she is licensed as an insurance agent specializing in life, accident, and health insurance. Carter Financial Group, Inc. is a team of five advisors managing approximately $382 million for individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm utilizes proprietary model portfolios and a range of investment strategies, combining quantitative and technical analysis with third-party research.

Kevin Rochford is a financial advisor at Clearwater Capital Partners with 19 years of industry experience. He holds Series 66 and Series 63 licenses, and has previously worked at Bernstein, Satter Management, and Bessemer Investor Services. Clearwater Capital Partners offers 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 mix of asset-allocation, fundamental, technical, quantitative, and thematic investment strategies.

Camilla Corso is a CFP® professional with 14 years of experience in financial advising. She has been with DigioVine Hnilo Jordan + Johnson, Ltd. since 2010. Corso is based in Bartlett, IL, and works as part of an eight-advisor team at DHJJ Financial Advisors. DHJJ Financial Advisors manages approximately $543.5 million and serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm integrates investment management with access to tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a variety of investment vehicles.

Kevin Carter is a CFP® professional with 39 years of industry experience, currently serving at Carter Financial Group, Inc. and Mutual Securities, Inc. since 2019. His prior experience includes five years at VOYA Financial Advisors. Outside of his advisory roles, he is an independent insurance agent focusing on life, health, and Medicare supplement insurance. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios and quantitative analysis combined with external platforms to manage client assets, offering both discretionary and non-discretionary management along with specialized services such as retirement plan participant account management and cash management solutions.

Carter King is a financial advisor with Clearwater Capital Partners, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Ascensus and Royal Valet Tulsa, as well as educational positions at Oral Roberts University and Westminster Christian School. Clearwater Capital Partners offers family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base, including individuals, high-net-worth clients, sovereign wealth funds, and governmental entities, employing a range of investment strategies and offering access to alternative investments and private placements.