Strategic Wealth Partners Group, LLC, operating as Strategic Wealth Partners, is an SEC-registered investment adviser based in Deerfield, Illinois. Established in 2008, the firm succeeded to the advisory business of Strategic Wealth Partners, LLC, in 2015 and acquired Park Place Capital Management in 2018. As a Focus partner firm, it is a wholly-owned indirect subsidiary of Focus Financial Partners, LLC. SWP offers financial planning, consulting, and investment management services to individuals, high net-worth individuals, families, retirement accounts, ERISA plans, and more. The firm's investment philosophy emphasizes asset allocation, diversification, and risk management. SWP may recommend external managers and private investment vehicles to clients. The firm operates under a fiduciary duty, acting in the best interests of clients. Clients typically have a minimum portfolio size requirement, and fees are charged based on a percentage of assets under management, with annual minimum fees for different services. SWP may receive economic benefits from custodians and third-party service providers, creating potential conflicts of interest, which are mitigated through disclosure. The firm does not accept authority to vote client securities and has no financial condition impairments disclosed. Clients are encouraged to review the full Brochure for comprehensive information.

Nadler Financial Group, Inc. is an Illinois corporation established in May 1997, initially named "VRN Financial Services, Inc.," and registered as an Investment Adviser Firm in 1998. The firm specializes in offering discretionary investment management services to various clients, including individuals, high net worth individuals, charitable organizations, and business entities. Their annual advisory fee typically ranges from 0.50% to 1.00% of the assets under management. Clients may also request financial planning and consulting services as part of the engagement. The firm provides a Focused Investment Objective Program for clients with less than $750,000 in assets, offering six allocation objectives. Nadler Financial Group does not actively schedule periodic meetings but is available for portfolio reviews and client inquiries upon request. The firm does not accept performance-based fees, and clients have the option to engage the firm for retirement plan consulting services. The firm recommends Charles Schwab as the broker-dealer/custodian for client assets and may receive support services and products from Schwab. Clients are encouraged to review their accounts annually, and the firm does not vote client proxies. The firm's Chief Compliance Officer, Michael A. Nadler, is available to address any client inquiries or concerns regarding the firm's practices and disclosures.

Alera Investment Advisors, LLC is a registered investment advisor established in April 2017 and wholly owned by Alera Group, Inc. The firm offers investment advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, institutions, and retirement plans, acting as a fiduciary to clients. AIA provides comprehensive investment management, planning, and consulting services tailored to individual needs. Investment strategies include internal investment management, utilizing mutual funds, ETFs, individual stocks, and fixed income securities, as well as the use of independent managers or affiliated investment platforms. AIA does not charge performance-based fees and does not manage proprietary investment funds. The firm recommends establishing accounts with Fidelity or Charles Schwab as custodians. AIA receives economic benefits from Fidelity, including software support and trading services. The firm does not engage in soft dollar programs and does not receive compensation for brokerage referrals. AIA has a Code of Ethics, does not have custody of client funds, and does not accept proxy-voting responsibility. The firm does not have any adverse financial situations that would impair its ability to meet obligations to clients. Clients can request more current information by contacting the advisor directly.

Parkside Investments, LLC is an SEC-registered Investment Adviser specializing in providing discretionary investment management services. The firm was established in January 2017 and is co-owned by Alan Cole, President/CIO, and Chris Engelman, Managing Director. Parkside caters to high net worth individuals, families, foundations, and endowments, offering wealth management services focused on long-term planning. Their investment strategies prioritize capital preservation, portfolio customization, risk management through diversification, and maximizing tax efficiency. Parkside's investment approach includes large-cap core equity strategies and fixed income diversification through individual bonds or various funds. The firm also manages proprietary funds, Parkside Covered Call Fund, LP, and Parkside VPS Fund, LP. As of December 31, 2024, Parkside managed approximately $824 million on a discretionary basis. The firm charges fees based on a percentage of assets under management, with a standard fee schedule for new clients ranging from 0.30% to 0.90% based on asset levels. Clients have investment discretion, allowing Parkside to make trades without prior consultation. The firm executes trades through selected broker-dealers for best execution and does not receive payment for order flow. Parkside emphasizes a client-first approach, with a commitment to transparency, ethical conduct, and client service. The firm's personnel, including Alan Cole, Chris Engelman, John Kearney, Debbi Frenzel, and Todd Needlman, bring extensive financial services experience and hold professional designations such as CFA and CIC.

Roberts, Glore & Co. is an SEC-registered investment adviser founded in 1984, offering fee-only investment advisory services through discretionary or non-discretionary relationships. The firm evaluates and manages clients' investment assets based on their long-term goals and risk tolerance, allocating investments across various asset classes. They primarily advise on publicly traded securities, including stocks, bonds, mutual funds, and ETFs. Roberts, Glore & Co. also provides tailored advisory services, accommodating client restrictions on investments. For compensation, fees are based on a percentage of assets under management, with negotiation possible based on asset mix and portfolio size. The firm charges fees quarterly in arrears and offers financial planning advice with negotiable fees. Clients may incur additional charges from third parties. Roberts, Glore & Co. does not charge performance-based fees and serves individuals, high-net-worth individuals, trusts, and organizations with a minimum account size of $500,000. The firm's investment strategy involves constructing customized portfolios aligned with clients' goals and risk tolerance, focusing on fundamental analysis for stock investments and balancing safety and income for fixed income investments. Roberts, Glore & Co. does not participate in principal transactions and maintains a Code of Ethics emphasizing client interests. Clients have the option to direct brokerage practices, and the firm conducts regular account reviews. The firm does not take physical custody of client funds and refrains from proxy voting unless requested in exceptional cases. Roberts, Glore & Co. has no known financial conditions impairing its ability to meet commitments.

Newman Schimel, LLC, operating as Newman Schimel, is an investment advisory firm established in 2006 and registered as an Investment Adviser Firm on the same date. The firm is co-owned by Jack Newman and Bryan Schimel. They offer investment management services to various clients, including individuals, business entities, and charitable organizations, on a discretionary and/or non-discretionary basis. Services may include retirement planning analysis and financial planning consultation upon client request. The annual investment advisory fee ranges between negotiable and 1.25%, with a minimum quarterly fee up to $500, based on factors such as asset value and complexity of services. Clients have the option to have fees deducted from their custodial account. The firm primarily allocates client assets among individual equity and debt securities, mutual funds, and exchange-traded funds. Newman Schimel does not accept performance-based fees and does not participate in a wrap fee program. The firm does not vote client proxies and does not receive compensation from the sale of securities. Clients are encouraged to review financial planning issues annually, and account reviews are conducted regularly. The firm recommends Charles Schwab as a broker-dealer/custodian for client assets. Clients receive written transaction confirmations and account statements from the custodian. Newman Schimel does not compensate individuals for client referrals and does not vote client proxies. Clients have the option to grant the firm discretionary authority over their accounts, with the ability to impose restrictions as needed. The firm does not solicit fees in advance exceeding $1,200 per client. Newman Schimel has not been subject to disciplinary actions or bankruptcy petitions. For further inquiries, clients can contact Bryan Schimel, the Chief Compliance Officer.

E.A. Horwitz, LLC is a registered investment adviser based in Deerfield, IL, established in 2012. Led by Edward A. Horwitz, the firm specializes in providing investment advice and portfolio management services, focusing on asset allocation among cash, equities, and bonds to meet clients' investment objectives. The firm offers ongoing asset monitoring with fees ranging from 0.625% to 2.00% of portfolio assets, payable quarterly. E.A. Horwitz, LLC also provides fee-based financial planning services involving six steps. As of December 31, 2024, the firm had $221,419,170.52 in assets under management, with asset allocation as follows: Equities 71.43%, Fixed Income 13.29%, Mutual Funds 7.87%, Cash & Equivalents 7.41%. The firm does not charge performance-based fees and may provide services to various client types, including individuals, trusts, and institutions. Investment strategies include long-term purchases, short-term purchases, and option writing. E.A. Horwitz, LLC does not vote proxies on behalf of clients and maintains discretionary authority over client accounts. The firm does not have custody of client assets beyond direct debiting of advisory fees. E.A. Horwitz, LLC has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.