Donald Monsen is a CFP® professional with 18 years of industry experience. He is affiliated with Woodfield Financial Advisors, Inc. in Deer Park, IL, and has prior experience with Independent Financial Group LLC and Woodfield Planning Corp. Woodfield Financial Advisors serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides financial planning, investment advisory, and portfolio management services, developing tailored asset-allocation models implemented through mutual funds and ETFs, with ongoing portfolio monitoring and periodic rebalancing.

Barbara Bridgman is a financial advisor at Succession Financial, Inc. with a Series 65 credential and three years of industry experience. Her prior work includes roles at WealthStar Advisors, LLC, Mueller Financial Services, Inc., and operating her own advisory practice. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary investment management, comprehensive financial planning, retirement plan consulting, and tax preparation services. The firm utilizes a combination of fundamental analysis and modern portfolio theory with both passive and active strategies.

Elizabeth Schneider is a CFP® professional with 31 years of industry experience. She currently serves as an advisor at Whealthy Empowerment Network and is also involved with Infinity Wealth Company, LLC, where she provides investment advisory services. Her prior roles include positions at CliftonLarsonAllen Wealth Advisors, LLC, and Adviceperiod, LLC. WHealthy Empowerment Network offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy across a broad investment universe and serves clients through a two-advisor team without imposing account minimums.

Leslie Herr is a financial advisor at Simplified Wealth Management, LLC with 18 years of industry experience and holds the Series 66 designation. Herr has worked at firms including JP Morgan Securities and Auburn Group, and is involved in non-investment activities such as managing office operations for Signal Hill Partners and MJG Construction, as well as serving as a managing member and insurance agent at Our Family Office, LLC. Simplified Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis to support various investment strategies, including options trading, and provides client-specific portfolio monitoring and reporting.

Paul Costello is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Costello Financial Planning, Inc. since 2018 and previously spent three years at Deutsche Bank Securities, Inc. He is also a partner at Brothers Tax LLC, a tax preparation firm. Costello Financial Planning serves individuals, families, employer retirement plans, and private foundations, offering wealth management, retirement-plan consulting, and tax preparation support. The firm follows a “Personal CFO” process that includes developing investment policy statements, portfolio selection, and ongoing monitoring, with an investment approach based on fundamental analysis and a long-term, buy-and-hold strategy.

Jeffrey Moran is a CFA® charterholder and an advisor at SCV Capital LLC with five years of experience at the firm and 22 years in the industry, including 17 years at PPM America. He is based in Tower Lakes, Illinois. SCV Capital LLC provides discretionary and non-discretionary investment management primarily to pooled investment vehicles and institutional clients such as banks, pension funds, and nonprofit organizations. The firm employs fundamental analysis for public equities and detailed reviews for private securities, focusing on long-term strategies while allowing for shorter-term adjustments as needed.

Steven Briggs is a financial advisor at Briggs Financial Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at Waddell & Reed and Wizards of the Coast prior to founding his own practice. Briggs Financial serves individual and high-net-worth clients by providing discretionary investment management, ongoing financial planning, and in-house tax preparation. The firm manages approximately $52 million in assets and focuses on fundamental analysis with a long-term investment approach.

Patrick Mc Gough is a CFA® charterholder with 10 years of industry experience and has been with Geometric Wealth Advisors, LLC since 2016. He holds a Series 65 license and works from Arlington Heights, IL. Geometric Wealth Advisors serves individuals, families, and trusts, including high-net-worth clients, offering personalized wealth management that integrates discretionary investment management with comprehensive financial planning, tax, and estate planning support. The firm employs a long-term, broadly diversified investment approach primarily using “passive but not-indexed” mutual funds and ETFs, and it generally recommends independent sub-advisers such as Dimensional Fund Advisors for certain mandates.

Michael Moffat is a financial advisor at West Wealth Group, LLC with a Series 65 designation and one year of industry experience. He has also been affiliated with National Agents Alliance since 2018. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets and employs a networked operating model that coordinates advisory services through affiliated practices while offering portfolio management using a blend of fundamental, technical, and cyclical analysis.

Beau Toth is a financial advisor at Legacy Capital Wealth Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Neuberger Berman LLC, LPL Financial, and AXA Distributors, LLC. He is also the owner and manager of Precise Access LLC, a non-investment-related business. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, family offices, trusts, and various nonprofit and retirement entities. The firm provides holistic financial planning and both discretionary and non-discretionary investment management, emphasizing fundamental analysis and a long-term investment orientation.

Peter Kolb is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has worked at Inspirion Wealth Advisors, LLC since 2021 and previously held a position at AbbVie Inc from 2017 to 2021. Inspirion Wealth Advisors manages approximately $1.39 billion for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing both fundamental and technical analysis as part of its investment approach.

Myron Hazen is a CFP® professional with 24 years of industry experience. He has worked at Inspirion Wealth Advisors, LLC since 2012 and was previously with Purshe Kaplan Sterling Investments for eight years. Hazen serves as a board member of 1PLUS Charity, which supports disabled veterans, and holds a leadership position as assistant warden at St. Lawrence Episcopal Church in Libertyville, IL. Inspirion Wealth Advisors is a team of nine advisors managing approximately $1.24 billion in assets. The firm provides comprehensive wealth management, financial planning, and retirement plan consulting for individual and high-net-worth clients, utilizing a combination of fundamental and technical analysis along with various trading strategies.

David Andrews is a CFP® professional with 27 years of industry experience. He is currently with Sequoia Wealth Management, LLC, where he has worked since 2015, and also maintains a role at LPL Financial. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans with services including asset management, financial planning, and retirement-plan consulting. The firm combines quantitative optimization, third-party research, and manager selection to tailor portfolios and offers both discretionary management and third-party strategist models.

Brian Mcdonaugh is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Royal Alliance Associates Inc. and Osaic Wealth, Inc. Mcdonaugh also provides notary public services to clients at no charge. Journey Financial Group serves individual investors, retirement plans, charitable organizations, and corporate clients by offering discretionary portfolio management, financial planning, asset-allocation advice, and retirement plan consulting. The firm uses written plans and reporting to document goals and recommendations and employs both fundamental and technical analysis in managing client portfolios.

Rahul Shirahatti is a financial advisor at SGL Financial, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Coyle Financial Counsel, LLC and The Boeing Company. SGL Financial, LLC is a fee-based investment adviser serving financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm focuses on broad diversification and long-term asset allocation through third-party money managers and a sub-advisory relationship with Savant Capital, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Richard Kolb is a CFP® professional with 28 years of experience in the financial services industry. He has been with Inspirion Wealth Advisors, LLC since 2012. Outside of his advisory role, he serves as treasurer on the board of the Michael Matters Organization, a nonprofit based in Chicago. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolios and offers a blend of fundamental and technical analysis, incorporating both long- and short-term trading strategies.

Linda Grizely is a CFP® professional with four years of industry experience, currently serving as an advisor at Nectarine. Her background includes roles at firms such as Fidelity Investments, Sageview Advisory Group, and Cetera Advisor Networks. She is also involved in public speaking and writing through her business, Linda Grizely Ventures, LLC, and is the managing member of Mindset & Money, LLC, which focuses on mindset coaching. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives selected via the firm’s website. The firm emphasizes long-term asset allocation using low-cost, index-based funds and delivers advice on a fee-for-service basis without managing client portfolios or monitoring accounts after recommendations.

Dominic Demicco is a financial advisor at SGL Financial, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at MassMutual Life Insurance Co, Thrivent Financial, and Guaranteed Rate. He is also a licensed insurance agent and offers various insurance products when appropriate. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm emphasizes diversified asset allocation, long-term time horizons, and integrates portfolio management with tax coordination through affiliations with specialized sub-advisers and tax advisory services.

Lisa Zarkin is a CFP® professional with 34 years of industry experience. She is currently with Sequoia Wealth Management, LLC, where she has worked since 2017, and has previous experience at LPL Financial and PlanSmart Financial Services. Outside of financial advising, she is an author and self-publishes her own book. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans, providing asset management, financial planning, and retirement-plan consulting. The firm offers access to third-party money managers and model portfolios, using a combination of quantitative optimization and third-party research to tailor portfolios to clients’ goals.

Robert Tutela is a financial advisor at Essex, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Essex since 2016. Tutela serves as a SmartAsset Ambassador, consulting as an independent contractor to generate sales leads for his firm. Essex, LLC is a registered investment adviser managing approximately $649.3 million across about 576 client accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. Investment decisions are made by a multi-member committee using a blend of fundamental, technical, and sector analysis.