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.

Randall Bruns is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Model Wealth, Inc. He has held roles at HighPoint Advisor Group and LPL Financial prior to joining Model Wealth. Model Wealth is a fee-only advisory firm that serves individuals, families, estates, trusts, high-net-worth clients, and small businesses. The firm uses a passive, cost- and tax-efficient investment approach, employing ETFs, mutual funds, individual equities, fixed income, and direct indexing strategies, supported by digital tools and collaboration with other professionals.

John Long is a financial advisor with Total Clarity Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Total Clarity Wealth Management in 2023, he worked at Capital Point Financial Group, Ltd. and LPL Financial, LLC. Outside of his advisory work, Long officiates high school and middle school football and coaches and referees youth and high school basketball. Total Clarity Wealth Management is a multi-advisor wealth management and financial planning firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and specialized services, utilizing a range of investment strategies including model portfolios, third-party managed accounts, and in-house programs tailored to varying risk profiles.

Patricia Musachio is a financial advisor at Walsh & Associates, LLC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial (Dba Kinnare & Associates Financial Consultants) since 2003. She joined Walsh & Associates in 2025 as part of an eight-advisor team. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis and employs strategies that emphasize asset allocation along with fundamental, quantitative, and qualitative security analysis.

Alex Offerman is a CFP® with eight years of industry experience, currently serving as an advisor at Model Wealth. He has worked at Model Wealth since 2018 and has held roles at Highpoint Advisor Group, LLC, and LPL Financial, LLC. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm emphasizes a broadly passive investment approach with cost-effective, tax-aware implementation and integrates robo-advisor strategies and direct indexing within a flat annual fee structure.

Linda Grizely is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Nectarine, a financial planning firm, and has held roles at multiple firms including Fidelity Investments and Sageview Advisory Group. Outside of advisory work, she owns Linda Grizely Ventures, LLC, through which she engages in public speaking and writing, and she also operates Mindset & Money, LLC, a mindset coaching business. 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 with low-cost, index-based funds and offers a proprietary financial-aggregation app, providing advice without managing or monitoring client portfolios.

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.

Casey Moss is a financial advisor at Total Clarity Wealth Management, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Capital Pointe and HighPoint Advisor Group. In addition to his advisory role, he owns and operates Casey Moss Tax & Accounting, LLC, providing tax preparation and accounting services. Total Clarity Wealth Management is a multi-advisor firm serving individuals, trusts, estates, charitable organizations, corporations, and 401(k) plan sponsors. The firm offers comprehensive financial planning and discretionary portfolio management through various programs, utilizing mutual funds, ETFs, equities, and third-party models with custody primarily through Schwab and LPL.

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 Speziale is a financial advisor with James T. Borello & Co. in East Dundee, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with James T. Borello & Co. since 2011. James T. Borello & Co. manages approximately $514 million across about 700 client relationships, serving individuals, high-net-worth clients, family offices, small businesses, trusts, and other legal entities. The firm provides discretionary portfolio management and comprehensive financial planning services, using asset-allocation models tailored to client goals and employing quantitative analysis alongside third-party software.

Gregory Davis is a CFP® with 11 years of industry experience, currently serving as an advisor at Clearwater Capital Partners. He has been with Clearwater since 2015. Outside of his advisory role, he is a passive investor in a thoroughbred horse racing LLC and acts as a life insurance agent, evaluating and placing policies when needed for clients. 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 using a variety of investment approaches, including fundamental, quantitative, and options strategies.

Terri Rau is a financial advisor with Midwest Professional Planners, Ltd., holding the ChFC® designation and Series 66 license, with 18 years of industry experience. She has worked primarily with Midwest Professional Planners, Ltd. since 2013, with additional experience at APW Capital, Inc. Outside of advisory work, Rau is involved in health and insurance wholesaling and participates in divorce financial planning workshops and consulting. Midwest Professional Planners, Ltd. manages approximately $649 million for about 710 clients, offering services to individuals, businesses, trusts, and other entities. The firm employs discretionary, model-driven portfolio management and provides comprehensive financial planning, business consulting, retirement-plan consulting, and insurance placement.

Bryson Cioni is a financial advisor at Midwest Professional Planners, Ltd. He holds the Series 65 designation and has one year of industry experience. His prior work includes roles at Amcor and Iowa State University. Midwest Professional Planners, Ltd. serves individuals, businesses, trusts, retirement plans, charities, and other legal entities, managing approximately $649 million for about 710 clients. The firm offers a range of services including financial planning, discretionary portfolio management, and business consulting, utilizing a model-driven investment approach with proprietary strategies and third-party sub-advisers.

John Chapman is a financial advisor at Clearwater Capital Partners with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clearwater Capital Partners since 2006. Chapman is a partial owner of Clearwater Capital Insurance Services, LLC, which provides non-variable life, long-term care, and disability insurance sales, and he is also a business owner of Clearwater Capital Consulting, LLC, offering select tax services. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, providing family office and private wealth management, institutional advisory, retirement plan advisory, and wrap-fee investment programs. The firm manages most advisory accounts on a discretionary basis and incorporates fundamental, technical, quantitative, and thematic analysis in portfolio management.

Michael Heatwole is a CFP® with 13 years of industry experience, currently serving as an advisor at The Dala Group, LLC since 2018. He previously worked at Waddell & Reed, Inc for six years. Outside of his advisory role, he serves on the advisory board of The Salvation Army in Elgin, IL, and is vice-president of a local networking organization, BNI. 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 employs a mix of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using a variety of investment vehicles tailored to client objectives and risk tolerance.

Anna Thornburg is a Series 65-licensed financial advisor at Model Wealth, Inc. in Wheaton, IL, with four years of industry experience. Prior to joining Model Wealth in 2021, she worked at Covenant Classical School and Church of the Resurrection. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm uses a broadly passive investment approach with cost-effective, tax-aware implementation, combining robo-managed strategies, direct indexing, and discretionary portfolio management.

Scott Graziano is a financial advisor with Chicago Investment Advisory Council, Inc. He holds a Series 65 designation and has less than one year of industry experience. Prior to joining Chicago Investment Advisory Council, he held positions at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., among others. Chicago Investment Advisory Council serves both individual and high-net-worth retail investors, providing portfolio management through its Active Asset Management Program, financial planning, and educational workshops. The firm uses proprietary model portfolios and maintains a high client-to-advisor ratio to deliver standardized and scalable advisory services.

Shawn Cook is a financial advisor with USAdvisors Wealth Management, LLC, holding a Series 66 license and bringing 12 years of industry experience. He has worked at multiple firms including Securities America, Inc. and Questar Asset Management. Outside of advisory work, he has served as past president and board member of the Park Ridge Chamber of Commerce and owns businesses in insurance and consulting. USAdvisors Wealth Management, LLC offers discretionary portfolio management and financial planning to individuals, trusts, charitable organizations, and businesses. The firm utilizes a combination of fundamental analysis, asset allocation, and model portfolios developed with third-party providers, managing accounts on a discretionary basis with regular suitability reviews.

Brent Fields is a CFP® with 27 years of experience in the financial industry. He is currently with Total Clarity Wealth Management, Inc., where he has worked since 2007, and previously held positions at LPL Financial LLC and Cetera Advisor Networks LLC. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers a range of services including discretionary portfolio management, financial and retirement planning, and 401(k) plan advisory, utilizing various investment strategies from conservative wrap programs to more actively managed approaches.

Robert Lyman is a financial advisor at Sequoia Wealth Management, LLC, with 42 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Sequoia Wealth Management in 2014, he worked at LPL Financial LLC starting in 2009. He serves on the board of directors for Friends of Shalom for Uganda, a community and charitable organization. Sequoia Wealth Management provides asset management, financial planning, and retirement-plan consulting to individuals, trusts, estates, corporations, and employer retirement plans. The firm utilizes a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios and offers both discretionary management and implementation of third-party strategist models.