Benjamin Zwief is a financial advisor at Crescent Grove Advisors with five years at the firm and a Series 65 designation. He has one year of industry experience prior to joining Crescent Grove Advisors and previously worked at Robert W. Baird & Co. He holds no additional notable outside business activities. Crescent Grove Advisors provides integrated wealth management, family office, and OCIO services to high-net-worth individuals, family offices, and institutions, offering financial planning and discretionary portfolio management through a client-specific investment policy and asset allocation framework overseen by an investment committee.

Ryan Anderson is a Series 65-licensed advisor with Wealth Management, based in Mundelein, IL, and has eight years of industry experience. Prior to joining Wealth Management, he worked at PPG for two years and has served as an Accounting Manager at Accounting Freedom, a CPA firm, where he has been employed since 2017. His role at Accounting Freedom involves accounting and tax responsibilities. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, providing discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and a long-term, buy-and-hold investment approach.

Benjamin Martin is a financial advisor with Harbour Investments, Inc. in Libertyville, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Harbour Investments and The Tranel Financial Group in 2026, he worked at Bank of America, Merrill, Good Times USA LLC, and Liggett Vector Brands. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and platforms tailored to advisor and client needs.

Gregg George is a financial advisor at Crescent Grove Advisors with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Goldman Sachs Wealth Services and BMO Asset Management Corp. In addition to his advisory role, he serves on a steering committee for Barrett Upton, providing guidance on the business model. Crescent Grove Advisors offers integrated wealth management, family office, and Outsourced Chief Investment Officer services to high-net-worth individuals, family offices, and institutional clients. The firm’s investment process is based on client-specific investment policy statements and an asset allocation framework overseen by an investment committee sourcing independent managers and alternative strategies.

Joshua Simon is a financial advisor with Thurston Springer Advisors in Lake Forest, IL, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior experience includes roles at Wells Fargo Advisors from 2009 to 2021 and UBS Financial Services from 1998 to 2005. Outside of his advisory work, he is president of Java Culture, a family-owned integrated marketing agency. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies, including tactical and earnings momentum models, and integrates its advisory services with affiliated broker-dealer and insurance operations.

Shanna Venne is a financial advisor at Crescent Grove Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with Crescent Grove Advisors since 2018. Outside of her advisory role, she serves as a member and accountant for Opal 53, LLC, performing accounting duties related to real estate. Crescent Grove Advisors provides integrated wealth management, family office, and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, family offices, and institutional clients. The firm emphasizes a client-specific investment policy statement and asset allocation framework, utilizing independent managers and alternative strategies through an investment committee.

Francesco Fiore is a financial advisor with Wealth Management, LLC, holding the Series 65 designation and with 12 years of industry experience. He has been with Wealth Management since 2014 and is also president of Accounting Freedom, Ltd, a CPA firm he has managed since 2005. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm emphasizes broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and supports other advisers through backoffice and recordkeeping services.

Eric Netzel is a financial advisor with First Advisors National, LLC, based in Round Lake, IL. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2016, he has been involved with Noble Marketing Partners, where he engages in the sales of investment-related products. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and implements client strategies through third-party money managers, using tactical and strategic asset allocation with ongoing monitoring and fundamental analysis.

Robert Bieniek is a financial advisor with World Equity Group, Inc. in Port Barrington, IL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with World Equity Group since 2005 and has also been involved with Individual Financial Practitioners, Inc. since 1983, where he is engaged in the sale of individual life and long-term care insurance. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a wide range of clients including individuals, pension plans, and charitable organizations. The firm offers managed portfolios through its wrap-fee program and combines discretionary portfolio management with access to third-party money managers.

Cecil Means is a Series 65-licensed financial advisor at Interactive Financial Advisors with two years of industry experience. Prior to joining Interactive Financial Advisors, he worked at Charles Schwab and held positions outside the financial sector. Interactive Financial Advisors offers financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified model portfolios and operates a large multi-advisor network with multiple branch offices.

Cray Coppins III is a CFP® professional at Mission Wealth Management, LP with 14 years of industry experience. He previously worked at Stonepath Wealth Management, LLC for 12 years and USAA Financial Planning Services for one year. Coppins holds a Series 63 license and is based in Lake Bluff, Illinois. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, offering wealth management, financial planning, tax and estate services, and retirement plan advisory. The firm employs a comprehensive approach that integrates investment management with tax, trust, philanthropy, and risk planning, utilizing a combination of internal management and third-party sub-advisors.

Andrew Krei is a CFA® charterholder with 10 years of industry experience. He has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients with integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets using a customized investment policy framework that combines strategic and tactical asset allocation, supported by an investment committee overseeing manager due diligence and monitoring.

Gary Gawryleski is a financial advisor at Crescent Grove Advisors with 15 years of industry experience. He has been with Crescent Grove Advisors since 2015 and holds the Series 63 designation. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, and outsourced chief investment officer solutions. The firm’s investment approach combines customized policy statements with strategic and tactical asset allocation, supported by an investment committee that oversees manager due diligence and monitoring.

Glenn Movish is a CFP® professional with 41 years of industry experience, currently serving at MAI Capital Management, LLC. His prior work experience includes roles at Lasalle St. Securities, L.L.C. and Asset Management Group LTD. He is also involved in fixed insurance activities outside of his advisory role. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, trusts, and institutional clients. The firm employs a range of investment strategies and offers integrated financial planning and administration services, managing over $72 billion in assets.

Heather Cortez is a financial advisor at &PARTNERS with eight years of industry experience. She holds the Series 66 designation and has worked previously at Old National Bank, LPL Financial, First Midwest Bank, and Chase Bank. &PARTNERS serves a wide range of clients, including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services, employing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios.

Marjory Blackmer is a financial advisor at Principal Financial Services with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Global Retirement Partners, LPL Financial, Kestra Financial Services, and Strategic Retirement Partners. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alexander Mueller is a financial advisor with PNC Wealth Management in Libertyville, IL, holding a Series 66 designation and eight years of industry experience. Prior to joining PNC in 2021, he worked at Wells Fargo Clearing from 2018 to 2021 and was involved in fitness-related businesses from 2013 to 2018. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered by invitation to employees. The program uses algorithm-driven risk assessments to select approved mutual fund and ETF strategies managed by PNC or third parties, with portfolio implementation and proxy voting delegated to external providers.

Daniel Madura is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several major firms, including Wells Fargo Clearing, Credit Suisse Securities, and Morgan Stanley. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers and offering custody and trustee services through a subsidiary trust company.

Stephanie Goins is a CFP® professional with seven years of industry experience. She is currently with Creative Planning and previously held roles at Principal Advised Services, Principal Securities, Principal Life Insurance Company, Edward Jones, and HSBC. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional equity and tax-efficient trading options, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Philip Cole is a CFP® with 20 years of experience in the financial services industry. He has worked at MAI Capital Management, LLC since 2021 and previously spent over a decade with Hochman Cole Investment Advisors, Inc. and Cetera Financial Specialists LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across a range of strategies and integrates financial planning, tax, and bill-pay services into many client relationships.