Justin Stender is a financial advisor at Alley Company with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Morningstar Investment Services, Inc. for 24 years before joining Alley Company. Alley Investment Management Company provides discretionary separate-account portfolio management primarily for high-net-worth individuals, institutions, foundations, and family offices. The firm focuses on tax-conscious, long-term large-cap equity strategies combined with customized asset-allocation programs, utilizing ETFs, options, and margin where appropriate.

Daniel Nagel is a financial advisor with TSFG, LLC in Lake Forest, Illinois, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with TSFG, LLC since 2015 and has a concurrent affiliation with LPL Financial dating back to 2004. Outside of advisory services, he has engaged in offering non-variable insurance products including disability and universal life insurance. TSFG, LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs fundamental analysis in security selection, tailoring portfolios to client objectives, and offers additional services such as retirement-plan advisory and review of clients’ outside assets.

Richard Kolb III is a CFP® certificant with eight years of industry experience, currently serving at Inspirion Wealth Advisors, LLC since 2018. Prior to this, he worked at Baxter International Inc. from 2016 to 2018. He is on the board of directors for Michael Matters Org., a non-investment-related organization. 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 ongoing retirement plan consulting using both fundamental and technical analysis, including strategies such as option writing and margin borrowing.

Kevin Silverman is a CFA® charterholder with 20 years of industry experience. He is currently a financial advisor at Carmel Capital Partners, LLC and also owns Madison Partners, L.C., a business involved in research, publishing, and content creation. Since 2023, he has been teaching investing and portfolio management to graduate and undergraduate students at the University of Wisconsin-Milwaukee. Carmel Capital Partners provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients. The firm emphasizes fundamental valuation focused on free cash flow and capital preservation, and it sponsors and manages multiple private funds and special purpose vehicles.

Michael Gibbons is a financial advisor with TSFG, LLC, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He has worked at TSFG, LLC since 2015 and has been associated with LPL Financial since 2004. TSFG, LLC provides discretionary investment management and financial planning to a range of clients, including individuals, high-net-worth clients, family members, trusts, and retirement plans. The firm employs fundamental analysis for security selection and offers tailored portfolio management with regular reviews, alongside operating a proprietary wrap-fee program and multiple DBA offices.

Keaton Messerschmidt is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Bank, NA. He is also involved with Baxter Credit Union as Senior Manager of Private Client Services. Additionally, Messerschmidt participates in a customer experience certificate program at Valparaiso University. 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 it operates a significant wrap fee program with approximately $653.6 million in discretionary assets under management.

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.

Mark Saran is a financial advisor with North Shore Private Asset Management, LLC and holds a Series 66 designation. He has 12 years of industry experience with prior roles at Neuberger Berman LLC, Altegris Investments, JVM Securities, LLC, and Esbjorn, LLC. North Shore Private Asset Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and institutional clients such as pension and profit-sharing plans. The firm combines fundamental, technical, and cyclical analysis to offer customized portfolio management and retirement plan advisory services, with a notable focus on state and municipal government relationships and operational support for plan administration.

Steven Lewit is a financial advisor with SGL Financial, LLC, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has been associated with multiple firms, including KCD Financial, Tarkenton Financial, and Wealth Financial Group, with career history dating back more than three decades. Lewit is also CEO of Wealth-N, Inc. and serves as an agent for Tarkenton Financial LLC and J.G. Wentworth’s annuity purchase program. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard, emphasizing diversified asset allocation and long-term investment horizons, often implementing strategies through third-party managers.

Chad Codak is a financial advisor at BCU Wealth Advisors, LLC with three years of industry experience and holds a Series 65 designation. His prior work includes positions at Northwestern Mutual and Bass Pro Shops. Outside of advising, he maintains a role at Bass Pro Shops. 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, utilizing third-party managers and model portfolios, and manages approximately $653.6 million in discretionary assets through a team of 15 advisors.

Matthew Pitzulo is a financial advisor at Greenline Wealth Management in Vernon Hills, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Greenline Wealth Management in 2023, he worked at Converge Medical Technology, Best Dedicated Solutions, and Slammers LLC. Greenline Wealth Management is a six-advisor SEC-registered firm that provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm has a notable retirement plan practice alongside its retail asset management and utilizes a third-party manager network on the Envestnet platform.

Kristen Mc Cullough is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at RMB Capital Management, LLC and Vennwell, LLC. Mowery & Schoenfeld Wealth Management serves individuals, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses quantitative tools and model portfolios tailored to clients’ risk tolerance and circumstances, managing approximately $389 million in assets across 161 client relationships.

Edward Connolly is a CFP® with 16 years of industry experience and is currently affiliated with Essex LLC. He previously worked for IRON Financial LLC for 15 years. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, pension, and charitable organizations. The firm employs a multi-member investment policy committee to construct and monitor portfolios using a combination of fundamental, technical, and sector analysis across various asset classes.

Kristi Mertens is a CFP®-designated financial advisor with 22 years of industry experience. She is affiliated with BCU Wealth Advisors, LLC and has worked with LPL Financial and Baxter Credit Union during her career. 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 manages approximately $653.6 million in discretionary assets using a core-plus-satellite approach with third-party managers and model portfolios, including ESG options, serving around 870 clients with a team of 15 advisors.

Jeffrey Feinendegen is a financial advisor at 15 Wealth Advisors LLC in Mundelein, IL, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TSFG, LLC and LPL Financial, LLC. Outside of his advisory role, he is an author of a general book on good rules of living and is involved in a lead generation business connecting homeowners with contractors. 15 Wealth Advisors is a registered investment adviser that provides discretionary portfolio management, financial planning, and employer-focused retirement plan consulting. The firm constructs customized portfolios based on clients’ goals and uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, typically recommending ETFs with occasional use of options strategies and third-party managers.

Donald Mckiernan is a financial advisor with Landolt Securities, Inc. in Lake Bluff, IL, holding a Series 63 designation and over 41 years of industry experience. He has been with Landolt Securities since 2005. Outside of his advisory role, Mckiernan is the managing partner of Nekimi Equity Growth Fund I LLC, where he manages investments within a private equity fund. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages a significant portion of client assets in small-cap growth stocks and employs both short-term and long-term trading strategies tailored to client objectives.

Matthew Mc Kiernan is a financial advisor with Landolt Securities, Inc. in Lake Bluff, Illinois. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Landolt Securities in 2018, he worked in roles at Miami University and Aparium Hotel Group. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, and corporations. The firm’s investment process emphasizes fundamental analysis and manages a majority of client assets in small-cap growth stocks, using both short-term and long-term trading strategies tailored to client objectives.

Cary Kornick is a financial advisor at Journey Advisory Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Herr Investment Group LLC and Monere Investments, Inc. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with strategic asset allocation and uses a variety of analysis methods and instruments, managing approximately $1.47 billion in assets.

Michael Schremser is a financial advisor at TSFG, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at TSFG since 2018 and LPL Financial since 2012. TSFG, LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm employs fundamental analysis in security selection, offers retirement-plan advisory services, and sponsors its own wrap-fee program, managing portfolios tailored to each client’s objectives.

Gabriel Lewit is a financial advisor at SGL Financial, LLC with 15 years of industry experience. He holds a Series 65 designation and co-founded Wealth Financial Group, an insurance wholesaler and brokerage organization that supports and trains insurance agents. Lewit is also a licensed insurance agent. 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 operates under a fiduciary standard, emphasizes diversified asset allocation with long-term horizons, and commonly implements portfolios through third-party managers.