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.

Dean Hedeker is a financial advisor with Hedeker Wealth LLC in Lincolnshire, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He is also the sole owner of Hedeker Law, Ltd., an estate planning law firm. Hedeker has been with Hedeker Wealth LLC since 2015, including its current iteration since 2021. Hedeker Wealth LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other entities. The firm manages approximately $470 million in assets and employs an investment approach that incorporates technical, fundamental, and cyclical analysis, as well as tax-oriented alternative investments tailored to client objectives and risk tolerance.

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.

Michael Cattapan is a financial advisor with Abundo Wealth in Vernon Hills, IL. He holds a Series 65 credential and has one year of industry experience. Prior to joining Abundo Wealth, he worked at Abbvie for 13 years. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients, focusing on cash flow, retirement, employee benefits, estate planning, tax planning, and multi-generational issues. The firm emphasizes passive, low-cost index fund investments and offers advisory services on a subscription basis without requiring asset minimums or exercising discretionary trading authority.

Thomas Ryan is a financial advisor at Hedeker Wealth LLC in Lincolnshire, IL, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Huntington Bank and Spectrum Management Group. Hedeker Wealth LLC offers discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm employs a range of investment strategies across multiple asset classes and integrates tax projections into client reviews, with portfolios managed using proprietary models, third-party managers, or direct trading.

Nicholas Castricone is a financial advisor at SGL Financial, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Nuveen, Kestra, and Bluelake Wealth. SGL Financial, LLC is a fee-based investment adviser serving financially established individuals, high-net-worth clients, small businesses, and select retirement and profit-sharing plans. The firm emphasizes broad diversification and long-term asset allocation, utilizing third-party money managers and a sub-advisory relationship with Savant Capital, and provides regular client education through newsletters and other resources.

Peter Karmin is a financial advisor at Fort Sheridan Advisors LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Western International Securities, Inc. for 11 years. Karmin serves on the Board of Trustees at Rhodes College. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients by providing discretionary asset management and pension consulting. The firm employs a long-term, value-oriented investment approach that integrates quantitative tools with qualitative judgment and routinely uses derivatives and options strategies in client portfolios.

Thomas Weil is a financial advisor with Fort Sheridan Advisors LLC in Highland Park, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Fort Sheridan Advisors since 2012 and Aurora Securities Inc. since 2024. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients with discretionary asset management and pension consulting. The firm employs a long-term, value-investor approach that integrates quantitative tools with qualitative judgment and is involved in private funds and institutional mandates across multiple asset classes.

Katherine Hagedorn is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Chicory Wealth since 2021 and previously spent eight years at Ameriprise Financial Services, Inc. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, while also providing tax preparation, estate planning assistance, and business consulting. The firm employs a blend of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified, long-term portfolios and financial life plans.

Howard Klieger is a financial advisor at Walled Lake Planning & Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets LLC and City National Bank. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for about 360 clients. The firm provides comprehensive financial planning and portfolio management services tailored to individual goals, using a mix of investment strategies and maintaining ongoing monitoring with annual reviews.

Terri Rau is a financial advisor at Midwest Professional Planners, Ltd. with 18 years of industry experience. She holds the ChFC® designation and Series 66 license. Rau has worked primarily with Midwest Professional Planners in various capacities since 2013 and was also associated with APW Capital, Inc. She is involved in pro bono financial planning guidance through the Financial Planning Association and participates in divorce financial planning workshops and consulting. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, and charities with approximately $649 million in assets under management. The firm offers comprehensive financial planning, discretionary portfolio management, retirement coaching, and specialized services including divorce planning, utilizing quantitative methods and a combination of individual securities and ETFs in their investment approach.

Robert Cook is the sole advisor at Dream Capital Advisors, LLC in Lincolnshire, IL, holding a Series 65 credential with 19 years of industry experience. He has been with Dream Capital Advisors since 2006. Dream Capital Advisors provides personalized, fee-based investment management primarily to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm focuses on customized equity and diversified portfolios emphasizing growth and quality of earnings, employing multiple analysis methods and third-party research to inform portfolio management.

Douglas Purcell is a financial advisor at Fort Sheridan Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Aurora Securities, Western International Securities, and Oppenheimer & Co. Inc. since 2011. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients with discretionary asset management and pension consulting. The firm employs a long-term, value-investor approach that integrates quantitative tools with qualitative judgment and actively uses derivatives and option strategies in client accounts.

Bryson Cioni is a financial advisor at Midwest Professional Planners, Ltd. He holds a Series 65 designation and has approximately one year of industry experience. Prior to joining Midwest Professional Planners, Cioni worked at Amcor and attended Iowa State University. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, and charities, with about $649 million in assets under management. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized services such as divorce planning and retirement coaching, utilizing quantitative methods and a combination of individual securities and low-cost ETFs.

Louis Klieger is a CFP® and holds a Series 66 license, with 10 years of experience in the financial advisory industry. He has worked at Walled Lake Planning & Wealth Management, LLC since 2018 and previously held roles at City National Bank and RBC Capital Markets, LLC. Louis is based in Highland Park, IL. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for around 360 clients. The firm provides wealth management services to individuals and various entities, combining comprehensive financial planning with discretionary and non-discretionary portfolio management through a wrap fee program.

Martin Yokosawa is a financial advisor with Landolt Securities, Inc. in Lake Bluff, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Landolt Securities since 2008 and is also the president and owner of Torii Asset Management, where he provides investment advisory services. Since 2021, he has served as a trustee for a family trust. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities, managing $137.8 million in regulatory assets as of March 31, 2026. The firm emphasizes fundamental analysis with a focus on small-cap growth stocks and utilizes both discretionary and non-discretionary portfolio management strategies.

John Hennessey is a financial advisor with TSFG, LLC who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with TSFG, formerly Alchemy Advisors, since 2016 and previously worked at LPL Financial from 2016 to 2020. Outside of his advisory role, he is an officer and partner at Vazza Real Estate Group, where he is involved in distribution and investing activities. TSFG, LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients, as well as trusts, retirement plans, and other entities. The firm employs fundamental analysis in security selection and offers tailored portfolios with periodic reviews, additionally sponsoring its own wrap-fee program and operating multiple DBA offices.