Ranjit Bahadur is a financial advisor with Unique Wealth Strategies, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked with Private Advisor Group, LLC and LPL Financial, LLC. He is also involved with Creative Legacy Planning, a business related to non-variable insurance. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers a proprietary wrap program and employs a combination of fundamental, technical, quantitative, and modern portfolio theory approaches, including the use of derivatives and leverage within managed portfolios.

Daniel O'Halloran is a financial advisor with Asset Strategies, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His background includes roles at American Trust Investment Services Advisory, Inc., American Trust Investment Services, Inc., and Chicago Capital Management Advisors, LLC. Outside of his advisory work, he is involved with the Upward Foundation, a nonprofit organization. Asset Strategies, Inc. provides discretionary portfolio management and standalone financial planning to individual and charitable clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage assets across equities, fixed income, mutual funds, and ETFs.

David Matuszak is a CFP®-certified financial advisor with 13 years of industry experience, currently practicing at Strategic Investment Solutions, Inc. in Orland Park, IL. His prior roles include positions at Forum Financial Management, Jones Lang Lasalle, The Huntington Investment Company, and BMO Harris Financial Advisors. He is also involved in fixed insurance sales as an outside business activity. Strategic Investment Solutions serves individuals, pension and profit-sharing plans, and trustees by providing discretionary portfolio management and model portfolio programs. The firm incorporates research and institutional funds from Dimensional Fund Advisors into its investment approach, which emphasizes diversified, largely passive, long-term investments based on Modern Portfolio Theory and the Efficient Markets hypothesis.

Nicole Smit is a financial advisor at Providence Wealth Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Providence Wealth Advisors since 2013. The firm is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. Providence Wealth Advisors serves a range of clients including high-net-worth individuals and employs asset-allocation models based on modern portfolio theory to construct diversified portfolios.

Colin Kelly is a financial advisor with Strategic Investment Solutions, Inc. in Orland Park, IL, holding Series 63 and Series 65 licenses and offering 31 years of industry experience. His prior work includes positions at Purshe Kaplan Sterling Investments, LPL Financial Corporation, and Waterstone Financial Group. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, and trustees. The firm provides discretionary portfolio management and model portfolio programs that incorporate Modern Portfolio Theory and the Efficient Markets hypothesis, emphasizing diversified, largely passive, long-term investments.

Thomas Fitzgerald is a financial advisor with Managed Asset Portfolios, LLC, holding a Series 65 designation and 20 years of industry experience. He has been with Managed Asset Portfolios since 2009. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, government plans, trusts, estates, registered and private investment companies, and offshore funds. The firm’s investment approach is based on fundamental, value-oriented equity analysis and detailed fixed-income research, with portfolio construction across multi-cap and global strategies.

Michael Pauritsch is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with MPS-LORIA and its predecessor, Loria Financial Group, since 1999. He is also an independent licensed insurance agent specializing in life insurance. MPS-LORIA Financial Planners, LLC serves a diverse client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm provides investment advisory services, financial planning, and pension consulting, utilizing a predominantly discretionary, open-architecture investment approach focused on diversified allocations through no-load mutual funds and ETFs.

Hally Dunn is a financial advisor at 4 Wealth Advisors, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments for 10 years prior to her current role. Outside of advisory services, she is involved with 4Wealth Insurance Group, helping clients with life, disability, and long-term care insurance. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management and employs a range of analytical methods, with affiliations that create integrated service pathways uncommon among peers.

Ayman Saidi is a financial advisor at Strategic Investment Solutions, Inc. with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Purshe Kaplan Sterling Investments and LPL Financial. He maintains an ownership and management role at Strategic Investment Solutions. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, and trustees. The firm provides discretionary portfolio management and model portfolio programs, utilizing a diversified, largely passive investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis.

Priyadarshan Pradhan is a Series 66-licensed financial advisor with Unique Wealth Strategies in Burr Ridge, Illinois, bringing four years of industry experience. His prior roles include positions at Kingswood Capital Partners and several other financial firms since 2018. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm sponsors its own wrap-fee program and employs a range of investment approaches, including the use of derivatives and leverage, while also facilitating access to alternative managers.

Douglas Stepansky is a CFP® with 26 years of experience in the financial industry. He is currently affiliated with Strategic Investment Solutions, Inc., where he has worked for 16 years, and has held prior roles at Purshe Kaplan Sterling Investments, LPL Financial, Waterstone Financial Group, and Heritage Capital Management. He serves as a board member of the Orland Park Police Pension Board, providing oversight of the pension fund’s investments and administration. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, and trustees with discretionary portfolio management and proprietary model portfolios. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis, incorporating institutional research and funds from Dimensional Fund Advisors.

Michael Ilg is a financial advisor at Chicago Investment Advisory Group with five years of industry experience. He holds a Series 66 designation and has previously worked at UNest Securities and several other firms. Chicago Investment Advisory Group provides discretionary portfolio management and financial consulting to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes an asset-allocation framework combining fundamental, technical, charting, and cyclical analysis and employs both long-term and shorter-term trading strategies tailored to client objectives.

Sean Prendergast is a financial advisor at MPS-LORIA Financial Planners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Charles Schwab, and Hightower. Outside of his advisory role, he serves as a high school football official for the Chicago Catholic League. MPS LORIA Financial Planners, LLC serves individual clients, including high-net-worth individuals, as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a predominantly discretionary, open-architecture investment approach focused on diversified allocations using no-load mutual funds and ETFs, supported by quantitative screening and research from Fiducient Advisors.

Peter Steigerwald is a financial advisor at 4 Wealth Advisors, Inc. with 15 years of industry experience. He holds a Series 65 designation and has worked previously at Retirement Income Management, Inc. and The Lending Company. Steigerwald also serves as Vice President of Mortgage Lending at Guaranteed Rate in Chicago. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers customized portfolio management and employs various analytical methods, including technical and cyclical analysis, while maintaining affiliations with accounting and insurance entities to support integrated client services.

Wendy West is a Series 66-licensed financial advisor with Harvest Investment Services, LLC, bringing 28 years of industry experience. She has worked at Double W Financial Group, Inc. since 2014 and Harvest Financial Planning since 2012, with prior experience at Proequities from 2000 to 2018. West serves on the boards of the DeKalb Area Retirement Center and Kishwaukee United Way and chairs the IHSA Destination DeKalb, coordinating state high school football championships. Harvest Investment Services, LLC provides portfolio management, financial planning, pension consulting, and other advisory services to a diverse client base including individuals, retirement plans, and institutions. The firm employs an actively managed tactical investment strategy and offers a multi-advisor team structure with several offices.

Frank Bodi is a financial advisor at Asset Strategies, Inc. with 41 years of industry experience. He previously worked at Landolt Securities Inc. for seven years and at IFS Securities for one year. Asset Strategies, Inc. provides discretionary portfolio management and standalone financial planning and consulting services to individual and charitable clients. The firm uses a combination of fundamental, technical, charting, and cyclical analyses, employing both long- and short-term strategies across various asset classes.

Paul Fousek is a financial advisor with Horizon Wealth Management in La Grange, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Horizon Wealth Management since 2014 and has worked with LPL Financial since 2005. He serves as a business fellow at Norwich University, meeting regularly to support the enhancement of student offerings. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach with diversified portfolios and offers discretionary management, financial planning, and ERISA 3(21) and 3(38) retirement-plan advisory services.

Michael Russo is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with the firm since 2006 and serves as president of its independent insurance sales division. Chicago Investment Advisory Group offers discretionary portfolio management and pension consulting to individuals, high-net-worth investors, trusts, estates, corporations, and employer retirement plans. The firm utilizes diversified, asset-allocation driven portfolios informed by fundamental, technical, and cyclical analysis, employing both long-term and active trading strategies tailored to client suitability.

Jeffrey Gritis is a CFP® with 22 years of industry experience, currently serving at Bentley Financial Group since 2014. He has also worked with LPL Financial and Waterstone Financial Group, and operates Gritis & Associates, where he provides tax preparation services. Bentley Financial Group offers investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs fundamental analysis and third-party independent managers, providing both asset management and retirement-plan advisory services while managing approximately $393 million in discretionary client assets.

Kristopher Kessler is a financial advisor at Asset Strategies, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked previously at WestPark Capital Inc and American Trust Investment Services, Inc. Mr. Kessler is a managing member and 50% owner of AmTru Fund Management LLC, where he manages an SPV related to AI inference ventures. Asset Strategies, Inc. provides discretionary portfolio management and financial planning to individual and charitable clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, implementing both long- and short-term strategies across various asset classes.