Patrick Graham is a financial advisor with 15 Wealth Advisors LLC in Mundelein, IL, holding a Series 66 license and having two years of industry experience. His background includes roles at LPL Financial LLC and involvement with the University of Iowa Athletic Department. Outside of advising, he provides administrative support to TSFG, LLC, an independent investment advisory firm. 15 Wealth Advisors is a registered investment adviser offering discretionary portfolio management, financial planning, and employer-focused services such as retirement plan consulting. The firm designs customized portfolios based on client goals and uses a blend of fundamental, quantitative, technical, and modern portfolio theory analyses, with investment management delivered under written agreements and ongoing monitoring.

Mathew Douvikas is a financial advisor at BCU Wealth Advisors, LLC with 11 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has worked at firms including LPL Financial LLC and PNC Bank. 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 using third-party managers and model portfolios.

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® professional with 27 years of experience, currently serving as a managing member at Mowery & Schoenfeld Wealth Management, LLC. He has been with Mowery & Schoenfeld since 1996 and also manages an affiliated CPA firm. Mowery & Schoenfeld Wealth Management provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm offers tailored investment advice utilizing model portfolios, institutional mutual funds, ETFs, fixed income, and other vehicles, with services that include third-party money manager recommendations and retirement participant solutions.

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® with 11 years of industry experience, currently serving as a financial advisor at BCU Wealth Advisors, LLC. He has worked at LPL Financial, Baxter Credit Union, and Woodbury Financial Services, among other firms. 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 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, holding Series 65 and Series 63 licenses and 11 years of industry experience. His work history includes roles at LPL Financial, Baxter Credit Union, CUSO Financial Services, BMO Harris Bank, and Fifth Third Securities. Bloomer also provides administrative support to BCU Wealth Advisors. BCU Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $653.6 million in discretionary assets through a team of 15 advisors. The firm employs a core-plus-satellite investment approach using third-party managers and model portfolios, with a significant wrap fee program that includes active and passive strategies 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 three years of industry experience, currently serving as an advisor at Alley Company. His prior experience includes roles at Morningstar Inc. and Constellation Software. Alley Investment Management Company primarily serves high-net-worth individuals, family offices, and institutions, offering discretionary separate-account portfolio management focused on U.S. large-cap equities, fixed income, and ETFs. The firm employs three flagship equity strategies and incorporates fundamental analysis and tax-efficient, low-turnover asset allocation in its investment approach.

Edwin Watson is a CFP® with 14 years of industry experience, currently serving as an advisor at BCU Wealth Advisors, LLC since 2012. He also holds the position of Associate Director of Wealth Management at Baxter Credit Union. Additionally, he is a licensed insurance agent with various unaffiliated carriers. 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 incorporates third-party managers and customized strategies.

Joseph Angileri is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Northern Trust Securities, Inc. in Lake Zurich, IL, where he has worked since 2007. His tenure at Northern Trust Securities spans his entire financial advisory career. Northern Trust Securities, Inc. is a multi-team SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management services primarily to high-net-worth individuals, retail investors, and institutional clients. The firm utilizes a model-driven approach with a variety of investment products, including proprietary Northern Trust funds, ETFs, and third-party offerings, delivered through a wrap fee program on the Fidelity Managed Account Xchange platform.

Gary Komarek is a ChFC® credentialed financial advisor with 17 years of industry experience. He has worked at Sound Income Strategies, LLC since 2016 and is also the president of North Shore Asset Management & Tax Advisory, Inc., where he oversees income tax preparation and insurance sales. His prior experience includes Capital Asset Advisory Services, LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services such as asset management, financial planning, ERISA plan services, and insurance planning through affiliated channels.