Jonathan Hokin is an investment advisor representative at Hokin Investment Advisors Inc. with nine years of industry experience. He has worked at Hokin Investment Advisors and Nikoh Securities Corporation since 2016 and holds Series 63 and Series 65 licenses. Hokin Investment Advisors provides portfolio construction, supervisory asset management, financial planning, and pension consulting to individuals, businesses, trusts, and employee benefit plans. The firm serves high-net-worth clients and retirement plan sponsors through a fiduciary approach that emphasizes low-cost investment vehicles, ongoing monitoring, and educational seminars for plan participants.

Dustin Decker is a financial advisor at North Shore Capital Group Investment Advisors, Inc. He holds a Series 65 credential and has five years of experience in the industry. Prior to joining North Shore Capital Group in 2021, he spent 30 years at R.E. Decker PC. North Shore Capital Group Investment Advisors, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and estates, using diversified portfolios that include low-cost mutual funds, ETFs, individual stocks, bonds, REITs, and alternative investments. The firm serves approximately 316 clients with about $38 million in assets under management and follows a primarily long-term investment orientation while employing fundamental, technical, and cyclical analysis.

Ryan McNeilly is a financial advisor at Kenora Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Invesco, LLC since 2008. In addition to his advisory role, McNeilly is a partner at Ryan McNeilly & Associates, CPAs, LLC, where he provides part-time tax planning and preparation services. Kenora Financial serves individual clients, including high-net-worth households, offering comprehensive financial planning, investment counseling, and tax-related advice. The firm emphasizes customized portfolio management using separately managed accounts with a value-oriented approach and tax-aware rebalancing.

Jonathan Rigoni is a financial advisor with North Shore Capital Group Investment Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. His prior experience includes roles at Cetera Advisor Networks LLC and Summit Financial Group. Outside of advisory work, he is involved as a member and insurance agent with North Shore Capital Group Insurance Solutions, LLC, and operates a golf business, NSCG Golf, LLC. North Shore Capital Group Investment Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm constructs diversified portfolios using a range of investment vehicles and employs fundamental, technical, and cyclical analysis with a long-term orientation, also sponsoring affiliated private funds through an affiliated general partner entity.

John Mailander is a financial advisor with Dinergy, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Dinergy Wealth Management since 2019 and previously spent three years at Horter Investment Management. Mailander is also president and insurance agent at A. King Financial Chartered, LTD, where he conducts life insurance sales. Dinergy is a registered investment adviser that provides discretionary investment management and financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a tactical, risk- and volatility-focused approach to manage assets across various domestic and international securities, typically on a discretionary basis.

Joshua Gerry is a financial advisor at The Invictus Collective, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Vestgen Wealth, LPL Financial, Professional Wealth Advisors, and Equitable of NY. The Invictus Collective serves high-net-worth individuals, trusts, estates, corporations, and institutional clients with financial planning, consulting, and portfolio management. The firm offers tailored portfolios using a range of investment vehicles and provides both discretionary and non-discretionary management, including advisory services to other advisers and management of private pooled investment vehicles.

Patrick Nord is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Treetop Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and is based in Northfield, IL. Treetop Wealth Management provides discretionary wealth management and comprehensive financial planning to individuals, small businesses, and various institutional clients. The firm employs a risk-management, client-specific approach with tailored asset allocation using actively managed mutual funds, ETFs, bonds, and alternative investments.

Alexander Wasiunec is a financial advisor at Mendel Money Management Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Mendel Money Management, he worked at Stepan Company and United Parcel Service. He serves as a board member and volunteer for the American Ukrainian Youth Association, a cultural youth organization. Mendel Money Management provides discretionary and non-discretionary investment supervisory services, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporate entities. The firm manages approximately $317 million in client assets and offers customized portfolios using a blend of fundamental, technical, and cyclical analysis, supplemented by third-party research, with a distinctive use of options and other derivatives for income generation or protection.

Gregg Shamberg is a financial advisor at Mulberry Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Peak6 Capital Management LLC and Peak6 Investments, L.P. from 2010 to 2024. Mulberry Capital Management LLC provides discretionary asset management and sub-advisory services primarily to high-net-worth individuals and other investment advisory firms. The firm employs a mixed investment approach combining fundamental, charting, and cyclical analysis, alongside selective use of covered options for hedging and income generation.

Nilu Judge is a financial advisor at Kenora Financial, LLC with six years of industry experience and holds a Series 65 designation. She has worked at Enesco, LLC since 2006 and is a part-time partner at Ryan McNeilly & Associates, CPAs, LLC, where she is involved in tax planning and preparation. Kenora Financial serves individual clients, including high-net-worth households, providing financial planning, investment counseling, retirement and estate planning, tax-related advice, and customized portfolio management. The firm emphasizes customized separately managed accounts with diversified concentrated equity positions, tax-aware rebalancing, and a discretionary management approach tailored to client risk and tax circumstances.

Jessica Merino is a CFP® with 22 years of industry experience and has been with Merino Wealth Management since 2014. Prior to that, she worked at IC Advisory Services Inc. and The Investment Center Inc. from 2016 to 2022. Merino Wealth Management serves individuals, high-net-worth individuals, and business clients with portfolio management and financial planning services, offering tailored investment management, comprehensive planning, and third-party manager recommendations. The firm employs an investment process based on Modern Portfolio Theory and provides services including discretionary account supervision and semi-annual reporting.

Thomas Croghan is a financial advisor at Rail-Splitter Capital Management LLC with 42 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 15 years at Wintrust Investments LLC. Rail-Splitter Capital Management provides investment advisory services to high-net-worth individuals, families, trusts, and estates, focusing on fundamentally driven, long-term portfolio management. The firm offers both discretionary and non-discretionary services and sponsors a wrap fee program that includes transaction and custodial costs within its advisory fee structure.

Tyler Pera is a financial advisor at Certitude Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Certitude Advisors since 2014. Certitude Advisors serves individual and institutional private clients, including senior corporate executives, entrepreneurs, and nonprofit entities. The firm offers discretionary investment management along with financial, retirement, and tax planning, focusing on a long-term investment horizon and individualized portfolio management.

Elizabeth Grady is a CFP® and ChFC® professional with 11 years of industry experience, currently serving at Equitable Advisors in Chicago, IL. She has worked with Baldwin Financial Advisors, LLC, and Axa Advisors, LLC during her career. Outside of her advisory role, she serves on several boards, including the Sheridan Road Alumni Association Sacred Heart Academy and Hardey Prep, DePauw University Alumni Association, and the America Israel Chamber of Commerce Chicago. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to tailor advisory services to client goals and risk tolerance.

Andrew Gjertsen is a financial advisor at Engage Wealth Group, LLC with two years of industry experience. He holds a Series 65 designation and has previous work experience at Medline Industries, LP, H.E. Williams, Inc., Platformatics Inc., and Indiana University. Engage Wealth Group provides investment advisory and wealth management services to individuals, employer-sponsored retirement plans, foundations, and trusts. The firm combines fundamental and technical analysis to develop individualized investment plans and employs strategies including discretionary portfolio management, options-based strategies, and the use of third-party money managers.

Wayne Carr is a financial advisor with Main Street Investment Advisors, LLC in Northbrook, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Main Street Investment Advisors since 2008. Main Street Investment Advisors serves high-net-worth individuals and private foundations, offering discretionary portfolio management and asset-allocation advice across various asset classes. The firm employs a buy-and-hold strategy focused on large-cap companies and incorporates option strategies and other derivatives with client approval to enhance income and provide downside protection.

Aaron Izenstark is a financial advisor at IRON Financial LLC with 28 years of industry experience. He holds a Series 65 designation and has been with Iron Financial Management since 1994. IRON Financial, LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, and corporations, managing approximately $472 million in assets. The firm employs a combination of fundamental, technical, and quantitative analysis across various equity and fixed-income strategies, and serves as a private fund sponsor and adviser through its affiliate entities.

Michael Brown is a CFA® charterholder with 24 years of industry experience. He is affiliated with The Planning Group, where he has worked since 1999, and previously held roles at Cambridge Investment Research Advisors. Brown holds a CPA credential and serves as a licensed insurance agent; he also acts as a paid trustee for two individual family trusts. The Planning Group is a registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm employs fundamental analysis and modern portfolio theory to create tailored, model-based portfolios, primarily using mutual funds, ETFs, fixed income, and other investment products.

Roger Johnson is a financial advisor at Western Pacific Wealth Management, LP with 30 years of industry experience. He held a position at Summa Global Advisors, LLC for 12 years before joining his current firm in 2021. Johnson holds the Series 63 and Series 65 designations. Western Pacific Wealth Management provides discretionary investment management primarily to high-net-worth individuals, foundations, and donor-advised funds. The firm employs a long-term, equity-oriented approach focusing on global dividend strategies and uses outside managers selected through a formal research process.

William Ulivieri is the sole advisor at Cenacle Capital Management, LLC, an independent firm based in Glenview, IL. He holds a Series 65 designation and has 22 years of industry experience, having led Cenacle Capital since its founding in 2004. Outside of his advisory role, Mr. Ulivieri serves as a board member of the Glenview Chamber of Commerce and provides independent consulting services to blockchain and technology companies. Cenacle Capital Management offers discretionary asset management and advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach focuses on income-oriented, option-enhanced strategies and tactical asset allocation, combining technical, fundamental, and cyclical analysis, with additional services such as pension consulting, 401(k) plan reviews, and educational programs.