Patrick Mc Gough is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Geometric Wealth Advisors, LLC since 2016. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services. The firm follows a long-term, broadly diversified investment approach and supports multi-generational planning with in-house tax professionals and periodic estate-plan reviews.

Michael Moffat is a financial advisor at West Wealth Group, LLC with a Series 65 designation and one year of industry experience. He has also been affiliated with National Agents Alliance since 2018. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets and employs a networked operating model that coordinates advisory services through affiliated practices while offering portfolio management using a blend of fundamental, technical, and cyclical analysis.

Melissa Dailey is a financial advisor at Clearwater Capital Partners with 25 years of industry experience. She holds Series 63, 65, and 66 licenses. Her prior experience includes roles at Lincoln Financial and Northwestern Mutual, among others. Clearwater Capital Partners serves individual, high-net-worth, and institutional clients, offering family office services, private wealth management, and retirement plan advising. The firm employs a range of investment strategies and provides coordinated tax, cashflow, and insurance solutions through affiliated entities.

Scott Comeau is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked with LPL Financial LLC, CUSO Financial Services, Baxter Credit Union, and State Street Research & Management Company. Outside of his advisory role, he has served as an independent basketball official with the IAABO Board 130 since 1999. 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 uses a core-plus-satellite investment approach with third-party managers and offers a substantial wrap fee program representing a large portion of its assets under management.

Beau Toth is a financial advisor at Legacy Capital Wealth Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at Sextant Securities, Merchant Investment Management, LPL Financial, AXA Distributors, and Neuberger Berman. Outside of his advisory role, he is the manager and owner of Precise Access LLC, a non-investment business. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, charitable foundations, and retirement plans. The firm provides holistic financial planning and discretionary and non-discretionary investment management with a focus on fundamental analysis and long-term orientation.

Peter Kolb is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has worked at Inspirion Wealth Advisors, LLC since 2021 and previously held a position at AbbVie Inc from 2017 to 2021. Inspirion Wealth Advisors manages approximately $1.39 billion for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing both fundamental and technical analysis as part of its investment approach.

Ethan Rowe is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, IL. He holds Series 63 and Series 65 designations and has two years of industry experience. His prior roles include positions at Northwestern Mutual and Summit Global Investments. Monere Wealth Management is a team-based advisory firm managing approximately $312 million in client assets. The firm serves individual and high-net-worth clients, pension plans, charities, and business accounts through a variety of portfolio management and financial planning services, using both discretionary and non-discretionary approaches.

Myron Hazen is a CFP® professional with 24 years of industry experience. He has worked at Inspirion Wealth Advisors, LLC since 2012 and was previously with Purshe Kaplan Sterling Investments for eight years. Hazen serves as a board member of 1PLUS Charity, which supports disabled veterans, and holds a leadership position as assistant warden at St. Lawrence Episcopal Church in Libertyville, IL. Inspirion Wealth Advisors is a team of nine advisors managing approximately $1.24 billion in assets. The firm provides comprehensive wealth management, financial planning, and retirement plan consulting for individual and high-net-worth clients, utilizing a combination of fundamental and technical analysis along with various trading strategies.

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.

Brian Mcdonaugh is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Royal Alliance Associates Inc. and Osaic Wealth, Inc. Mcdonaugh also provides notary public services to clients at no charge. Journey Financial Group serves individual investors, retirement plans, charitable organizations, and corporate clients by offering discretionary portfolio management, financial planning, asset-allocation advice, and retirement plan consulting. The firm uses written plans and reporting to document goals and recommendations and employs both fundamental and technical analysis in managing client portfolios.

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.

Rahul Shirahatti is a financial advisor at SGL Financial, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Coyle Financial Counsel, LLC and The Boeing Company. SGL Financial, LLC is a fee-based investment adviser serving financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm focuses on broad diversification and long-term asset allocation through third-party money managers and a sub-advisory relationship with Savant Capital, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

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.

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.

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.

Michael Speziale is a financial advisor at James T. Borello & Co. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with James T. Borello & Co. since 2011, following prior roles at Valic Financial Advisors and Berthel, Fisher & Company Financial Services, Inc. James T. Borello & Co. serves individuals, high-net-worth clients, small businesses, trusts, and other legal entities with discretionary investment management and comprehensive financial planning. The firm employs diversified portfolios constructed from mutual funds, ETFs, equities, and fixed income, using quantitative asset-allocation models and annual managed account reviews.