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.

Teri Shaw is a financial advisor at Carter Financial Group, Inc. with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Carter Financial Group since 2021 and previously at Voya Financial Advisors. Outside of her advisory role, she serves as the Chief School Business Official for Mokena Public Schools, managing multiple departments including business operations and transportation. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios and combines quantitative analysis with third-party managers to implement and rebalance client strategies.

Kevin Prendergast is a financial advisor with Leelyn Smith, LLC, holding the CFP® and CFA® designations and over 17 years of industry experience. He previously worked at LPL Financial, ValMark Securities, and Executive Financial Group. Prendergast also works as a ghost writer for Wentworth Financial Communications. Leelyn Smith, LLC provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts, offering financial planning and standalone consulting. The firm manages assets through a combination of mutual funds, ETFs, individual equities, fixed income, and allocations to separately managed accounts or private investment funds, utilizing both model-based and individualized strategies.

Ryan Lafler is a Wealth Advisor at USAdvisors Wealth Management, LLC with credentials including the Series 66 designation. He has been in the financial advisory industry since 2025. Prior to entering the advisory field, he worked for nearly a decade in retail at The Golf Warehouse/Baseball Savings and was involved with Champro Sports. Outside of his advisory role, he provides business consulting focused on operations, leadership training, and profitability optimization through Advocate Consulting LLC. USAdvisors Wealth Management, LLC is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering advisor-directed portfolio management, model-portfolio strategies, financial planning, and business succession and estate planning services. USAdvisors combines asset-allocation model portfolios with fundamental security selection and both long- and short-term strategies, sourcing solutions from multiple institutional providers.

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 at James T. Borello & Co. with 42 years of industry experience. He has been with the firm since 1985. Borello holds a Series 63 designation. James T. Borello & Co. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, small businesses, trusts, and other legal entities. The firm employs asset-allocation models and quantitative risk/return analysis to build diversified portfolios and conducts regular reviews of managed accounts.

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.

Mark Berg is a CFP® and holds a Series 65 license with 25 years of experience in financial advising. He has been with Timothy Financial Counsel, Inc. since 2000. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm focuses on project-based advice in areas such as retirement planning, tax strategies, and risk management, operating on a time-based billing model without custody of client funds or discretionary authority.

Xavier Brown is a financial advisor at Chicago Investment Advisory Council, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining his current firm, he worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. He was also a full-time student athlete in 2017-2018. Chicago Investment Advisory Council, Inc. serves retail and high-net-worth clients through ongoing portfolio management, financial planning, and educational workshops. The firm employs proprietary model portfolios with discretionary trading authority and supports a high client-to-advisor ratio using a standardized service approach.

Michael Fulkerson is a financial advisor with Chicago Investment Advisory Council, Inc. He holds a Series 66 designation and has 23 years of industry experience. He has been affiliated with J.W. Cole Financial since 2011 and has worked with various insurance carriers through W & R Insurance Agencies since 2004. Outside of his advisory role, he works as a substitute teacher in local school districts on a part-time basis. Chicago Investment Advisory Council, Inc. serves retail investors, including both individual and high-net-worth clients, providing ongoing portfolio management, financial planning, and educational workshops. The firm uses proprietary model portfolios and offers a scalable service model supported by a five-advisor team managing approximately 1,100 client relationships.

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.

Samuel Ogles is a CFP®-designated financial advisor with six years of industry experience, currently with Timothy Financial Counsel, Inc. He has prior experience at Thrivent Financial and operates Formation Circle LLC, a spirituality-focused business offering speaking, writing, teaching, and facilitation on faith-related topics. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching with a focus on diversified exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

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.

Christopher Vivian is a financial advisor at Total Clarity Wealth Management, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Cetera Advisor Networks LLC. Vivian Financial Services, Inc. is a business entity he maintains for tax and investment purposes. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm offers discretionary portfolio management using various investment vehicles, employs third-party model portfolios, and supports specialized strategies for sophisticated investors.

Anne Marie Woodrich is a financial advisor with Total Clarity Wealth Management, Inc. She holds a Series 66 designation and has six years of industry experience. Her prior roles include positions at LPL Financial, CETERA Advisor Networks LLC, Pesch Law Office, P.C., and Wall Street Financial Advisors, Inc. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm offers discretionary portfolio management using a range of investment vehicles and employs both traditional and more active strategies tailored to client needs.

Haili Cochran is a financial advisor at Timothy Financial Counsel, Inc. with one year of industry experience. She holds a Series 65 designation and has worked at Timothy Financial Counsel since 2024, following roles at First Trust and Centric Bank. Her background includes diverse work experience spanning education and retail. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm offers project-based advice focused on comprehensive financial planning topics and favors diversified, no-load mutual funds and ETFs with an emphasis on asset allocation and rebalancing.

Katie Macek is a CFP® professional with nine years of industry experience, currently serving at Timothy Financial Counsel, Inc. She previously worked at Mac-Ord Management Group for seven years and has experience outside finance, including operating Arbica Cafe. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that provides project-based advice and individual consultations for a range of clients, including individuals, families, businesses, and charities. The firm emphasizes a time-based billing model and offers guidance focused on diversified mutual funds and ETFs, with a primary focus on advisory and implementation coaching rather than ongoing portfolio management.

Kristina Tenney Gatto is a financial advisor at Total Clarity Wealth Management, Inc. in St. Charles, IL, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Total Clarity Wealth Management, she worked five years at School District 308 Oswego. Total Clarity Wealth Management serves individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors by offering discretionary portfolio management, financial planning, and donor-advised fund support. The firm uses customized asset allocations and a range of investment strategies, including both passive and more active approaches.

Andrew Swierenga is a financial advisor at Timothy Financial Counsel, Inc. with three years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Wheaton College and Regions Bank. Outside of advising, he was involved with Trash Taxi of Georgia LLC. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching without managing client assets, focusing on diversified investment exposure through no-load mutual funds and ETFs and providing a structured multi-level planning menu.

Laura Chamness is a financial advisor with Leelyn Smith, LLC in Geneva, Illinois, holding a Series 66 designation and 16 years of industry experience. She previously worked at LPL Financial and Highpoint Planning Partners. Outside of her advisory role, she serves as a notary public. Leelyn Smith, LLC provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs model-based and individualized allocations across various asset classes and utilizes multiple third-party technology platforms and service providers to support portfolio management.