William Tasker is a financial advisor at 4 Wealth Advisors, Inc. with 20 years of industry experience. He holds the Series 66 designation and has prior experience at Retirement Income Management, Inc. and Mach 6, LLC. Tasker also serves as an adjunct professor teaching finance classes at Lewis University. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management and financial planning solutions, utilizing a variety of analytical methods and maintaining affiliations with accounting and insurance entities.

Alexandra Nelson is a financial advisor at Strategic Investment Solutions, Inc. with three years of industry experience. She holds a Series 65 designation and previously worked at Price Waterhouse Coopers and Northern Illinois University. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trustees. The firm provides discretionary portfolio management and model portfolio programs, using a diversified, largely passive, long-term investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis.

Abigail Loria is a financial advisor with MPS-LORIA Financial Planners, LLC and holds a Series 65 designation. She has prior experience working in various roles including freelance acting and employment at several companies before joining the firm. Outside of finance, she works as a freelance actress, involved in auditioning, rehearsing, and performing. MPS-LORIA Financial Planners, LLC serves individuals, including high-net-worth clients, as well as corporations, charitable organizations, and trusts, providing investment advisory services, financial planning, and pension consulting. The firm employs a predominantly discretionary, open-architecture investment approach focused on diversified allocations primarily using no-load mutual funds and ETFs.

Laura Fasan is a financial advisor at Providence Wealth Advisors, LLC with 29 years of industry experience. She holds a Series 66 designation and has worked at firms including First Midwest Bank, LPL Financial, infinex Investments, Inc., and Standard Bank & Trust. She is also licensed in variable, life, and health insurance. Providence Wealth Advisors, LLC is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and state or municipal government entities. The firm uses asset-allocation models based on modern portfolio theory and offers portfolio management, financial planning, and estate planning services.

Aliasgar Mithaseth is a financial advisor at Unique Wealth Strategies with a Series 65 designation and one year of industry experience. His prior roles include positions at Madison Partners, ASK Investment Managers, and various banking institutions in India. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm’s investment approach combines fundamental, technical, quantitative, and modern portfolio theory methods, and it sponsors its own wrap-fee program while facilitating access to alternative managers.

Larry Deyoung is a financial advisor at Blueprint Financial Advisors with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Blueprint Financial Advisors since 2022, following prior roles at Bluegrass Capital Advisors, LLC and Private Client Services. He serves as a trustee for the Village of South Holland, Illinois, overseeing economic development and code enforcement departments. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities, using a strategic-and-tactical investment framework focused on diversified global portfolios.

Joyce Kelley is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with affiliated firms including Global View Capital Advisors, LLC and Global View Capital Insurance Services, LLC since 2010. Kelley serves as a board member on the Membership Committee of the South Suburban Small Business Association. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants, utilizing a research-driven approach focused on technical and quantitative analysis. The firm integrates proprietary research through its affiliate AdvisorGuide, LLC, and offers personalized managed account programs, including ETFs, mutual funds, and variable annuities.

Margaret Swiess is a financial advisor at Founders Financial Securities LLC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Spc and Global View Capital Management, Ltd. She is also a licensed insurance agent and a Notary Public in the State of Illinois. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of investment programs and non-traditional delivery methods.

Brigid Toothman is a financial advisor at Interactive Financial Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Sarver Vrooman Wealth Advisors and Git N Go. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm utilizes fundamental analysis and Modern Portfolio Theory to build diversified model portfolios and operates a large multi-advisor network with multiple branch offices.

Paul Graffy is a financial advisor at IP Financial Advisory Services LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Piper Jaffray & Co. and Advisory Research Inc. Since 2015, he has served in a strategic advisory role at Mathsights Corporation, a software firm focused on retirement planning, where he is a non-paid board member. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on personalized portfolio management and financial planning for non-high-net-worth investors. The firm offers a range of advisory and consulting services, including actuarial analysis and benefits consulting, and utilizes various analytical approaches and operational tools to manage client portfolios.

Blake Pysh is a financial advisor at Prosperity Capital Advisors with a Series 65 credential and one year of industry experience. Prior to joining Prosperity Capital Advisors, he was associated with Hammer Financial Group and has experience working with community organizations such as Crossroads YMCA and Crown Point Cal Ripken Baseball. Prosperity Capital Advisors is an SEC-registered firm serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other financial advisors. The firm utilizes model-based, asset-allocation strategies with ongoing portfolio supervision and offers investment solutions including separately managed accounts and retirement plan services.

David Griswold is a financial advisor at Prosperity Capital Advisors with two years of industry experience. He holds a Series 65 credential and has worked with Hammer Financial Group and C2P Capital Advisory Group, both affiliated with Prosperity Capital Advisors. Outside of advisory services, he is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes model-based, asset-allocation strategies supported by core and specialized model suites, along with advisor-directed portfolios and third-party sub-advisors.

Russell Luce is a financial advisor with Chelsea Advisory Services, Inc. and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, with prior roles at Silver Oak Securities, Lifemark Securities Corp., and other firms. Outside of advisory work, he serves as president of Planning Legacies Financial Group, a full insurance firm. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm employs a fundamental, long-term investment approach and generally manages accounts on a discretionary basis with diversified portfolios.

Jeff Kantor is a financial advisor at IP Financial Advisory Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Creative Financial Designs and Ash Brokerage. Kantor also sells Medicare Advantage Plans through Aetna, dedicating part of his time to this activity. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth investors and retirement plan participants, employing various analytical approaches and offering a broad range of consulting services.

Glenn Schwalje is a financial advisor at Financial Security Advisory, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Milliman Investment Management Services and Jackson National Life Distributors. Schwalje is also involved in compliance consulting through Oyster Consulting, LLC. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings. The firm uses quantitative and qualitative methods to select investments and manages accounts primarily on a limited discretionary basis.

Margherita Johnson is a CFP®-certified financial advisor with 24 years of industry experience. She is affiliated with Capital Analysts and has held roles at Lincoln Investment Planning, Inc. for 15 years. In addition to her advisory work, she operates as an independent insurance agent, selling life, health, disability, and long-term care insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed portfolios, access to third-party managers, and retirement-plan advice, utilizing both discretionary management by an in-house team and non-discretionary services through advisors and external managers.

Scott Luecke is a financial advisor with Prosperity Capital Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with Prosperity Capital Advisors since 2012 and also maintains involvement with Hammer Financial Group, where he engages in the sale of fixed products, tax preparation, and Medicare supplements. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative investments.

Jack Hinkleman is an advisor at First Advisors National, LLC with a Series 65 designation. He has experience working at Larry Burger, CPA, PC and Hansen, Plahm & Company, as well as a five-year period at Illinois State University. Jack joined First Advisors National in 2026. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants, managing approximately $506.8 million in discretionary assets. The firm uses tactical and strategic asset allocation methodologies and focuses on third-party money manager selection and oversight.

Paul Branshaw is an investment advisory representative with Interactive Financial Advisors, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at firms including Fortune Financial Services and Brooklight Place Securities, and has operated his own tax preparation and fixed insurance services businesses. Branshaw is also involved in tax preparation as an outside contractor. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm typically manages assets on a discretionary basis using asset-allocation models ranging from conservative to aggressive and primarily implements strategies with ETFs and mutual funds.

Alexander Milton is a financial advisor with Belpointe Asset Management LLC in Munster, Indiana. He holds a Series 66 designation and has one year of industry experience. Milton has worked at several firms, including AFIN Family Wealth Management and Cetera Investment Services. Outside of advisory work, he is an independent insurance agent selling fixed insurance products. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, implementing customized portfolios through various strategies and model portfolios.