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 Borello is a financial advisor with James T. Borello & Co. in East Dundee, IL, holding a Series 63 designation and over 41 years of industry experience. He has been with the firm since 1985. James T. Borello & Co. serves individuals, high-net-worth clients, family offices, small businesses, trusts, and other legal entities, managing approximately $514 million across about 700 client relationships with a four-advisor team. The firm offers discretionary portfolio management and comprehensive financial planning services, using asset-allocation models tailored to client goals and employing quantitative analysis and third-party software in managing diversified portfolios.

Peter Vick is a financial advisor at Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Monere Investments Inc. since 2015. Monere Wealth Management is a team-based advisory firm managing approximately $312 million in client assets, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm provides financial planning, portfolio management, and pension consulting through advisory accounts on the Pershing platform, with a focus on predominantly non-discretionary management and offering various client-directed advisory options.

Mark Stephens is a CFP® and Series 66-registered advisor at Pendulum Wealth Partners with five years of industry experience. Prior to joining Pendulum, he worked at Ameriprise Financial Services, LLC. Outside of advisory work, he is the owner of Bomark Cleaning Service Inc., a janitorial business. Pendulum Wealth Partners is a team of nine advisors serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and family office services. The firm employs a fundamental, primarily long-term investment approach using diversified portfolios and operates under common control with an affiliated tax and accounting firm.

Jeffrey Thrana is a CFP® with 26 years of industry experience, currently serving as an advisor at Pendulum Wealth Partners. His prior experience includes roles at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and Wells Fargo Funds Management. Outside of his advisory work, he is involved in real estate rental activities. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, diversified investment approach and offers discretionary portfolio management, financial planning, and family office services.

David Willeumier is a financial advisor at Strategic Asset Management LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Dempsey Lord Smith, LLC and RDA Financial Network, Inc. Willeumier is also involved with Junior Achievement. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm’s investment approach integrates fundamental, quantitative, and technical analysis, focusing on long-term strategies supplemented by shorter-term tactics as needed.

Stacy Bromann is a financial advisor at The Dala Group, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Bromann serves as an ambassador for the Huntley Chamber of Commerce. The Dala Group serves individual and high-net-worth clients through portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm employs a combination of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using ETFs, mutual funds, individual equities, fixed income, and REITs.

Andrew Wykretowicz is a financial advisor at Monere Wealth Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Monere Wealth Management since 2015. Outside of his advisory role, he teaches English as a Second Language at the College of DuPage. Monere Wealth Management is a team-based firm with nine advisors managing approximately $312 million in client assets. The firm serves primarily individual and high-net-worth clients, as well as pension plans, charities, and business accounts, offering financial planning and portfolio management through both discretionary and predominantly non-discretionary advisory relationships.

Jennifer Karch is a CFP® with 13 years of industry experience, currently serving as an advisor at Carter Financial Group, Inc. She previously worked at Voya Financial Advisors for five years and has been with Carter Financial Group since 2011. Outside of her advisory role, she also works as a model under the name Jennifer Yune. Carter Financial Group is a five-advisor team managing approximately $382 million for individual and institutional clients. The firm utilizes proprietary model portfolios and a combination of quantitative, technical, and statistical analysis to guide investment decisions, offering both discretionary and non-discretionary management along with financial planning services.

Kyle Bertsche is a financial advisor at Monere Wealth Management, Inc. He holds a Series 66 designation and has been in the industry since 2024. His prior experience includes roles at Carecraft Inc, Nexa Mortgage, and various academic positions. Monere Wealth Management, Inc. 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, offering financial planning, portfolio management, and pension consulting primarily through non-discretionary advisory accounts.

Thomas Parker is a financial advisor at Pendulum Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and is also a partner at Fates, Bodily, and Parker PLLC, a CPA firm in Itasca, Illinois. In addition to his advisory role, Parker is a licensed insurance agent involved in implementing insurance recommendations. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million across over 200 client relationships. The firm offers discretionary investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term, diversified investment approach.

Christopher Vivian is a financial advisor at Total Clarity Wealth Management, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Cetera Advisor Networks LLC. Vivian also maintains a financial services business entity for tax and investment purposes. Total Clarity Wealth Management is a multi-advisor 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, 401(k) advisory, and donor-advised fund services, utilizing a range of investment strategies including model portfolios and third-party separately managed accounts.

Anne Marie Woodrich is a financial advisor at Total Clarity Wealth Management, Inc with six years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, CETERA Advisor Networks LLC, Pesch Law Office, P.C., and Wall Street Financial Advisors, Inc. Woodrich also provides administrative support to Total Clarity Wealth Management. 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, customizing asset allocations and employing a range of investment strategies.

Mantas Tautkus is a CFP® professional with 15 years of industry experience, currently serving at Origin Investment Advisory LLC since 2021. He previously worked at Edward Jones from 2014 to 2020 and owns MT Financial Planning, Inc., an investment advisory firm. Origin Investment Advisory primarily serves individual retail clients through a subscription model and employer-sponsored workplace programs, offering budgeting tools, access to CFP® professionals, thematic Stock Bundles, and an Automated Index Investing robo-style service. The firm’s investment approach uses Modern Portfolio Theory and behavioral finance principles, employing rules-based model portfolios and tax-aware implementation, and operates on a subscription fee structure rather than traditional AUM fees.

Kristina Tenney Gatto is a financial advisor at Total Clarity Wealth Management, Inc, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Total Clarity Wealth Management in 2020, she worked for School District 308 Oswego for five years. Total Clarity Wealth Management is a multi-advisor firm serving individuals, trusts, estates, charitable organizations, corporations, and employer 401(k) plan sponsors. The firm offers comprehensive financial planning and discretionary portfolio management using a variety of investment vehicles and approaches tailored to client needs.

Edward Connolly is a CFP® and holds a Series 65 license with 15 years of experience in the financial industry. He has worked at IRON Financial LLC since 2006. Connolly is part of Essex LLC, a team-based registered investment adviser located in Deer Park, IL. Essex manages approximately $563 million for around 600 clients, including individuals, high-net-worth clients, employer-sponsored retirement plans, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs model portfolios and uses fundamental, technical, and sector analysis to guide asset selection and rebalancing, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Jeffrey Pearce is a CFP® with 29 years of industry experience and has been with Vermillion Financial Advisors, Inc. since 1990. He is based in South Barrington, IL, and holds the Series 63 designation. Vermillion Financial Advisors serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations with financial planning and investment advisory services. The firm emphasizes structured communication and education, offering both model and customized portfolio solutions primarily on a non-discretionary basis.

Shawn Kennedy is a financial advisor with Pendulum Wealth Partners in Itasca, Illinois, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Pendulum Wealth Partners in 2025, he spent 22 years with Ameriprise Financial Services, LLC. He is also a licensed insurance agent involved in insurance sales and implementation. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million across 227 client relationships, providing discretionary investment management, financial planning, and family office services. The firm employs a fundamental, primarily long-term investment approach through diversified portfolios and operates under common control with an affiliated tax and accounting firm offering integrated services.

Andrew Adler is a financial advisor at Global Brokerage Services, Inc. in Barrington, IL, holding a Series 66 credential with 26 years of industry experience. He has been with Global Brokerage Services since 2000. Outside of advisory work, Adler is an independent insurance agent specializing in non-variable life insurance, annuities, and disability products, and he performs bookkeeping and accounting services on a limited basis. Global Brokerage Services serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account/UMA offerings. The firm operates with a six-advisor team and provides non-discretionary advice, utilizing a platform that combines third-party sub-managers and model portfolios with annual account reviews.

Nanette Kastner is a financial advisor at Hendricks Wealth and Estate Management with 10 years of industry experience. She holds a Series 66 designation and has worked at JG Hendricks Financial Services LLC since 2017 and Cetera Advisors LLC since 2016. Outside of her advisory role, she serves as a basketball and volleyball referee. Hendricks Wealth and Estate Management advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement consulting, utilizing a range of analytical approaches to tailor portfolios according to client objectives and risk tolerances.