Carlene Abraham is a financial advisor at Harbour Investments, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Money Concepts Capital Corp. She is also involved as a financial advisor at The Tranel Financial Group and as a salaried employee at 818 Capital Group, LLC. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and various institutional and corporate entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment platforms tailored to individual advisor strategies.

Elizabeth Watkins is a financial advisor at Crescent Grove Advisors with 32 years of industry experience. She holds the Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc and Ziegler Capital Management. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets and employs a customized investment process combining long-term strategic allocations with shorter-term tactical adjustments.

James Wood is a financial advisor at Crescent Grove Advisors with 25 years of industry experience. He holds the Series 63 designation and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets and employs a customized investment process that combines strategic and tactical asset allocation overseen by a dedicated investment committee.

Eric Cima is a financial advisor at Harbour Investments, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Money Concepts Capital Corp for over 30 years. In addition to his advisory roles, he is a salaried employee of 818 Capital Group, LLC and is also an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to a diverse clientele, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies, offering a range of portfolio management options and model-based solutions.

Steven Lee is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with BFC Planning since 2016. Lee also serves as president of the Taiwanese American Chamber of Commerce of Greater Chicago and acts as an advisor to the Overseas Community Affairs Council for the Taiwanese government. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and sub-advisors, with investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Joey Bunton is a financial advisor at Harbour Investments, Inc. with nine years of industry experience. He has previously worked at firms including Money Concepts Capital Corp. and NYLIFE Securities LLC. Outside of his advisory role, Bunton is an independent insurance agent and is involved with 818 Capital Group, a customer service and payroll company. Harbour Investments serves a diverse client base including individual, trust, pension, and corporate clients. The firm offers a range of portfolio management and financial planning services utilizing various investment approaches tailored by individual advisors and approved third-party managers.

Elliot Yablun is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 designations and offering 33 years of industry experience. He has been with World Equity Group since 2014 and is also the owner of Shiggies Vinyl, a business that involves buying and selling vinyl records online. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm offers managed portfolios using discretionary portfolio management combined with financial planning and access to third-party money managers.

John Dorn is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at Robertson Stephens since 2024 and previously spent 11 years at CAFG Wealth Management. Dorn prepares tax returns during tax season from his residence and is a licensed insurance agent authorized to offer life, accident, and health insurance. Robertson Stephens Wealth Management serves individual clients, families, trusts, charitable organizations, and retirement plans, offering portfolio management, financial planning, tax and estate planning, and access to public and private funds. The firm combines advisor guidance with centrally developed model portfolios and oversight by an Investment Office and Committee.

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.

Daniel Cohen is a financial advisor with Thurston Springer Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Thurston Springer Financial, Nations Financial Group, Wells Fargo Advisors, and UBS Financial Services. Outside of advisory work, he serves as a tax consultant and also works occasionally as a DoorDash driver. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies supported by fundamental, technical, and cyclical analysis.

Gregg George is a financial advisor at Crescent Grove Advisors with 28 years of industry experience. He holds Series 65 and Series 63 designations and has worked at The Leaders Group Inc and Crescent Grove Insurance. He also serves on a steering committee for Barrett Upton, providing guidance on its business model. Crescent Grove Advisors offers integrated wealth management, family office, and Outsourced Chief Investment Officer services for high-net-worth individuals, family offices, and institutional clients. The firm emphasizes client-specific investment policy statements and utilizes independent managers and alternative strategies within its asset allocation framework.

Joshua Simon is a financial advisor at Thurston Springer Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors for 17 years and UBS Financial Services for 7 years. 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 employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, using a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active investment strategies.

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.

Michael Lange is a financial advisor at Redhawk Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at AE Wealth Management, Southport Capital, and Redhawk Wealth Advisors before returning in 2023. Lange is also president of Lange Financial Advisors, Inc., where he is involved in insurance sales and services. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, and various institutional clients. The firm employs strategic and tactical asset allocation across multiple asset classes and incorporates input from a weekly investment committee.

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® with 14 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2024. He previously worked for 12 years at Stonepath Wealth Management, LLC. Mission Wealth Management is a multi-team, SEC-registered advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent individuals and families, as well as entities such as pension plans and endowments. The firm emphasizes customized, long-term investment strategies across a broad range of asset classes and offers a variety of service models tailored to client needs.

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.