Chris Morgan is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Harbour in 2023, he worked at Beacon Wealth Advisors, LLC and Gradient Securities, LLC, among others. Outside of his advisory role, Morgan is involved in tax preparation services as a partner at Beacon Advisors LLC dba Beacon Tax Advisors. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers both discretionary and non-discretionary portfolio management along with financial planning and access to various investment platforms and strategies.

Eric Mesko is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 65 credentials and with 22 years of industry experience. His prior roles include positions at Triad Advisors, LPL Financial, and Waddell & Reed among others. Outside of his advisory work, he serves on the Board of Directors for Bartlett Learning Centers, a school for mentally challenged children. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction utilizing third-party managers and home office investment strategies.

Alexus Patterson is a financial advisor at William Joseph Capital Management, Inc. with industry experience beginning in 2020. Prior to joining the firm, Patterson worked at Merrill and has been involved in other business activities including roles at Greenwoods Restaurant and Unified Companies. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning in wealth management engagements and offers ERISA plan consulting and fee-based insurance product services.

Stanley Nieminski is a CFP® and PFS™ with over 35 years of experience in financial advisory and accounting. He is currently with Fortis Capital Advisors, LLC and has held prior roles at Clearpath Financial LLC, Nieminski Robbins & Associates, and Cetera. In addition to his advisory work, he is president of a mortgage brokerage firm and owns a tax and accounting services business. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, and institutional clients. The firm offers customized portfolio management and planning services with a flexible approach that incorporates passive, active, tactical, and ESG-aware strategies, supported by sub-advisors and specialist strategies.

Karoline O'Connor is a financial advisor with Gladstone Wealth Partners in Schaumburg, IL, holding Series 63 and Series 65 credentials and nearly three decades of industry experience. Her prior roles include 14 years at UBS Financial Services and five years at LPL Financial. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of investment approaches and is notable for its integration of retirement plan services and institutional manager relationships.

Bryan Dern is a Series 65 licensed advisor at Savvy with one year of industry experience. His background includes roles at Maia Wealth, Mana Financial Group, Tosaf, Inc., and prior positions in various non-financial firms. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm customizes investment plans based on client objectives and uses a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing.

David Millington is a financial advisor with Gladstone Wealth Partners in Schaumburg, IL, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including 14 years at UBS Financial Services and five years at LPL Financial. Outside his advisory roles, he is involved with Jigsaw National LLC, a non-investment related business entity. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches ranging from individual securities to tax-managed strategies and alternative investments.

Peter Kalamaras is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Ausdal Financial Partners and Stonemason Financial, LLC. Outside of advising, he co-manages a self-storage rental business in Lake in the Hills, Illinois. Harbour Investments serves a diverse client base including individual investors, trusts, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various investment platforms and third-party managers with multiple investment approaches.

Christopher Sagan is a CFP® professional with 13 years of industry experience. He is affiliated with Gladstone Wealth Partners in Schaumburg, IL, where he has worked since 2021. His prior experience includes positions at UBS Financial Services. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with investment approaches tailored at the advisor level.

Brian Lee is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and The Prudential Insurance Company of America. Lee is also a full-time sales agent at Western & Southern Life. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring third-party money managers, with supplemental recommendations of individual securities based on fundamental analysis.

Ian Morrison is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling and Securities America Advisors. Outside of finance, he previously worked with Conscious Cup Coffee Roasters. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm provides asset management, financial planning, Unified Managed Account solutions, consulting, and back-office support, utilizing individualized asset-allocation strategies and various model-based platforms.

Shaun Eck is a financial advisor with Realta Investment Advisors, Inc who holds a Series 66 designation and has 18 years of industry experience. His career includes roles at firms such as Merrill Lynch, Bank of America, and Kestra Private Wealth Services. He is also the owner of Quantas Group, LLC, a marketing and advisory business focused on transactional services and tax benefits related to life insurance products. Realta Investment Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and institutional clients. The firm utilizes a range of strategies including asset allocation across various investment vehicles and offers both discretionary and non-discretionary portfolio management.

Joshua Pratt is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Harbour Investments since 2023. He has also been affiliated with Beacon Insurance Advisors, LLC since 2017 and has experience with several other firms including Thrivent Investment Management. Pratt is an independent insurance agent involved in selling fixed insurance products and equity-indexed annuities. 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 advisory services, employing various investment approaches tailored by individual advisors and approved third-party managers.

Teresa Young is a financial advisor with First Advisors National, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at W&S Brokerage Services, Western Southern Life, Alliant Credit Union, and LPL Financial. She volunteers as a tax preparer and quality examiner for Ladder Up in Chicago, assisting low-wage earning families with pro bono tax preparation. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes manager selection and tactical allocation, utilizing fundamental analysis and formal annual reviews to guide its investment process.

Mark Morrison is a CFP® with 34 years of industry experience, currently affiliated with OneAscent Financial Services LLC. He has previously worked at Securities America Advisors, Inc. and The Cornerstone Financial Group Inc. among others. He also serves as an elder at The Arising Church in Crystal Lake, where he is involved in counseling and preaching. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides asset management, financial planning, and consulting services using individualized asset allocation and model-based platforms, and offers specialized services including tax-overlay options and outsourced CIO and CCO support.

Caleb Thomas is a CFP®-certified financial advisor with six years of industry experience. He is currently with OneAscent Financial Services LLC and previously worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. Caleb also has experience assisting with financial planning and administrative tasks within his firm. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm utilizes individualized asset-allocation strategies and offers a range of services including discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and outsourced chief investment and compliance officer services.

David Settelmyer is a Certified Financial Planner® with 32 years of experience in the financial services industry. He has been with Latitude Advisors, LLC since 2009 and also operates Settelmyer Financial, where he works as a licensed title-insurance agent focusing on life, health, long-term care, and annuity insurance sales. Latitude Advisors serves individuals, high-net-worth clients, and a variety of institutional and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of valuation-driven and momentum-based model strategies and provides continuous monitoring and rebalancing of client portfolios.

Michael Stewart is a financial advisor with Sound Income Strategies, LLC, holding the Series 63, Series 66, and Series 65 designations and having 20 years of industry experience. He has worked at Sound Income Strategies since 2015 and is the founder and owner of Crystal Lake Tax and Financial, where he conducts sales and service of fixed and indexed annuities, insurance products, and tax preparation and planning. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies combined with fundamental and technical analysis, offering customized portfolio management, insurance planning, and educational workshops through affiliated entities.

Kathryn Edwards is a CFP® with 17 years of experience in financial advisory services. She is currently a partner at P&M Holding Group, LLP and has been with Plante Moran Financial Advisors since 2008. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management.

Randall Cashmore is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Peace of Mind Private Wealth Management, FOUNDATIONS INVESTMENT ADVISORS, and Berthel Fisher and Company. He also operates Cashmore Investments, an independent venture he has maintained since 2009. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment process focused on tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.