Steven Alley is a financial advisor with Alley Company, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Alley Investment Management Company since 2022 and previously at Alley Company from 1998 to 2021. Alley Investment Management Company provides discretionary separate-account portfolio management for high-net-worth individuals, institutions, foundations, and family offices. The firm focuses on tax-conscious, long-term large-cap equity strategies with low turnover, incorporating ETFs, options, and margin as appropriate, and offers customized asset allocation and sub-advisory services.

Stuart Loren is a financial advisor with Fort Sheridan Advisors LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Fort Sheridan Advisors since 2018 and previously held roles at Western International Securities, Inc. and Karmin Capital Management. 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 combines quantitative tools with qualitative judgment and is involved in private investments and liquidation management for private funds.

Robert Lyman Jr. is a financial advisor with Sequoia Wealth Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked at firms including LPL Financial, Associated Planners Investment Advisory Inc., Associated Securities Corp., and Signator Investors, Inc. Outside of his advisory work, he serves on the board of directors for Friends of Shalom for Uganda, a community and charitable organization. Sequoia Wealth Management advises individuals, trusts, corporations, and employer retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a combination of quantitative optimization, technical analysis, and option strategies, providing both discretionary and non-discretionary portfolio management along with access to third-party managers and LPL Financial-sponsored programs.

Lavonte Jones is a financial advisor at SGL Financial, LLC with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Northwestern Mutual, and Koloni Inc. 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 provides discretionary and non-discretionary portfolio management and emphasizes broad diversification, long-term asset allocation, and treats cash as an asset class through a model largely implemented with third-party money managers and a sub-advisory relationship with Savant Capital.

Patrick Gierke is a financial advisor with Acrylic Financial, Inc. in Crystal Lake, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Acrylic Financial since 2019 and previously at Brooklight Place Securities, Inc. and The Leaders Group Inc. Outside of his advisory role, Gierke owns Revolutionary Financial, a fixed insurance sales business. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, other investment advisers, corporations, and pooled investment vehicles. The firm offers tailored investment programs combining asset-allocation frameworks with active momentum and technical analysis, and manages discretionary and non-discretionary accounts, including a private hedge fund.

Arthur Freedman is a Series 65-licensed advisor with Essex LLC, based in Deer Park, IL, and has 24 years of industry experience. He has worked at Essex LLC since 2000. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, and charitable organizations. The firm uses a multi-member investment policy committee to construct and monitor portfolios using fundamental, technical, and sector analysis across various asset classes.

John Graham is a financial advisor with 15 Wealth Advisors LLC in Mundelein, IL, holding a Series 66 credential and two years of industry experience. His prior work includes roles at LPL Financial, TSFG, LLC, and entrepreneurial experience with Pizzeria Deville. 15 Wealth Advisors is a registered investment adviser offering discretionary portfolio management, financial planning, and employer-focused retirement plan consulting. The firm builds customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, typically recommending ETFs and offering ongoing portfolio monitoring and reviews.

Donald Kolb is a financial advisor with Inspirion Wealth Advisors, LLC, holding a Series 65 designation. He joined the firm in 2024 and has prior work experience at Baxter Healthcare International and Medline Industries. 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 comprehensive portfolio management accounts and offers standalone financial planning and employer retirement plan advisory services, utilizing a mix of fundamental and technical analysis alongside both long- and short-term trading strategies.

Noel Cooper is a CFP® with 27 years of industry experience, currently serving at Walled Lake Planning & Wealth Management, LLC since 2018. Prior to this, he worked for RBC Capital Markets Corporation for 10 years. He is a member of the boards of the Highland Park Community Nursery School & Day Care Center and The Art Center Highland Park, where he contributes to fundraising and community outreach efforts. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for around 360 clients. The firm provides comprehensive wealth management services, including financial planning and portfolio management tailored to individual goals and risk tolerance, utilizing a variety of investment vehicles and ongoing monitoring.

Matthew Liggett is a financial advisor at 15 Wealth Advisors LLC with two years of industry experience. He holds a Series 66 designation and has previously been self-employed for sixteen years before joining LPL Financial and 15 Wealth Advisors LLC. 15 Wealth Advisors is a registered investment adviser that offers discretionary portfolio management, financial planning, and employer-focused retirement plan consulting. The firm constructs customized portfolios using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, typically recommending ETFs and providing ongoing portfolio monitoring.

William Boggess is a financial advisor at Rodgers Brothers, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Rodgers Brothers since 2008. Rodgers Brothers provides discretionary, full-scale portfolio management to individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, corporations, and investment companies. The firm employs a value-oriented investment process that combines fundamental and technical research with sector and macro-economic analysis to construct portfolios tailored to client objectives and risk tolerance.

Blake Sciera is a financial advisor at Walled Lake Planning & Wealth Management, LLC with a Series 65 credential and two years of industry experience. Prior to joining the firm, he held roles at Saint Xavier University, Orland Physical Therapy, and Moraine Valley Community College. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for about 360 clients. The firm offers comprehensive wealth management services including financial planning and portfolio management for individuals, pension plans, trusts, and charitable organizations, utilizing a mix of investment strategies tailored to client goals and risk tolerance.

Reid Graham is a financial advisor at Inspirion Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Inspirion Wealth Advisors, he held roles at Wealth Distribution Strategies, the Wisconsin State Capitol, Dixon Ticonderoga Company, and Wisconsin Swim Academy. Inspirion Wealth Advisors manages approximately $1.39 billion for individuals, high-net-worth clients, and employer-sponsored retirement plans, offering comprehensive portfolio management and financial planning with a team of nine advisors.

Richard Young is a financial advisor at Inspirion Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Inspirion since 2012. Outside of advisory work, he conducts fixed insurance business through various insurance companies. 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 portfolio accounts using a mix of fundamental and technical analysis and offers tax and corporate planning services alongside its advisory and broker-dealer related offerings.

John Anderson is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. His career includes roles at LPL Financial, CUSO Financial Services, and Baxter Credit Union. 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 employs a core-plus-satellite investment approach using third-party managers and model portfolios, and operates a substantial wrap fee program representing a significant portion of its assets under management.

Jeffrey Hughes is a financial advisor with 30 years of industry experience, currently serving at 15 Wealth Advisors LLC. He holds Series 63 and Series 65 credentials and has worked with several firms, including LPL Financial LLC, Royal Alliance Associates, and American General Financial Advisors. Hughes is involved in supporting independent investment advisory firms and manages his own business entity for tax and investment purposes. 15 Wealth Advisors is a registered investment adviser that offers discretionary portfolio management, financial planning, and employer-focused retirement plan consulting. The firm emphasizes customized portfolios using ETFs and a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, typically delivering investment management under written agreements with ongoing monitoring.

Patrick Lyman is a CFP® professional with six years of experience, currently affiliated with Sequoia Wealth Management, LLC and LPL Financial, LLC since 2020. Prior to this, he held various roles including positions at Walgreens and the University of Illinois at Urbana-Champaign. Outside of his advisory work, he serves as president of the BNI Referral Champions nonprofit and is a board member of the Chicago Illini Club nonprofit. He also tutors economics, math, and beginner finance courses online. Sequoia Wealth Management advises individuals, trusts, corporations, and employer retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines discretionary and non-discretionary portfolio management using a hybrid approach including quantitative optimization, technical analysis, and option strategies, serving clients through both wrap and non-wrap programs.

James Barnash is a CFP® with 31 years of industry experience, currently serving at Invst, LLC since 2025. His prior roles include positions at Ns Capital, LLC and Edelman Financial Services, LLC among others. He is also involved in tax accounting and insurance services outside of his advisory role. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual and institutional clients, managing approximately $1.565 billion in assets. The firm employs a blend of fundamental, technical, and cyclical analysis to manage portfolios and supports its clients with ongoing monitoring, reporting tools, and third-party platforms.

Gene Hiser is a financial advisor with Sequoia Wealth Management, LLC in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Sequoia Wealth Management since 2018 and also maintains an affiliation with LPL Financial since 2012. Outside of his advisory role, Hiser serves on the executive committee of Chicago Baseball Cancer Charities and is a trustee for Friends of HE Parks, Hoffman Estates Park District Foundation. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans, offering asset management, financial planning, and retirement-plan consulting. The firm combines quantitative optimization, third-party research, and manager selection to tailor portfolios and provides access to LPL-sponsored programs including algorithm-based Guided Wealth Portfolios.

James Hagen is a financial advisor at BCU Wealth Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Thrivent Financial. Outside of advising, he is a licensed real estate agent with Keller Williams Momentum and provides foster care services. BCU Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with portfolio management, financial planning, and investment consultation. The firm employs a core-plus-satellite investment approach using third-party managers and model portfolios, and operates a significant wrap fee program.