Ian Morrison is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Purshe Kaplan Sterling, Securities America Advisors, and Securities America, Inc. Outside of finance, he worked for Conscious Cup Coffee Roasters. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and consulting services, utilizing individualized asset-allocation approaches and various model-based platforms.

Shaun Eck is a financial advisor at Realta Investment Advisors, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Private Wealth Services, Bank of America, Merrill, and Cetera Investment Services. Outside of his advisory role, he is the owner of Quantas Group, LLC, which provides marketing and advisory services related to tax benefits through life insurance products. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm employs a comprehensive investment approach utilizing asset allocation across multiple asset classes and provides services such as portfolio management, retirement plan consulting, and estate planning.

Joshua Pratt is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including Beacon Insurance Advisors, LLC and Thrivent Investment Management, Inc. Pratt is also involved as an independent insurance agent, selling fixed insurance products and equity-indexed annuities. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, using multiple investment approaches and platforms tailored to individual advisor and client needs.

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.

Alec Riss is a financial advisor at SB Advisory, LLC with eight years of industry experience. He previously worked at Edward Jones for seven years and at Marco Technologies for two years. Alec holds the Series 66 designation. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, offering portfolio management, various financial planning services, and access to third-party managers and model portfolios, primarily providing advice on a non-discretionary basis.

Michael Stewart is a financial advisor at Sound Income Strategies, LLC with 19 years of industry experience. He holds Series 63, 66, and 65 designations and has been with Sound Income Strategies since 2015. Prior to this, he was involved with Grayslake Business Partnership LLC and has owned Crystal Lake Tax & Financial since 2008, where he provides fixed and indexed annuities, insurance products, and tax preparation services. Sound Income Strategies serves a diverse client base including individuals, corporations, pension plans, and other advisors, offering asset management, financial planning, ERISA plan services, and insurance planning. The firm emphasizes fixed-income and income-oriented strategies with active portfolio management and allocates assets to third-party managers and ETFs when appropriate.

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.

John Michalak is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Harbour in 2026, he spent 15 years with both Chicago Investment Advisory Council and J.W. Cole Financial, Inc. Michalak has extensive experience in the sale of fixed insurance and annuity products through his prior role at Chicago Investment Advisory Council. Harbour Investments serves a diverse client base including individual investors, 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 tailored by individual advisers and approved third-party managers.

James Schmidt is a financial advisor with LPL Financial in McHenry, Illinois, holding a Series 66 designation and 11 years of industry experience. He has been associated with Cornerstone Wealth Management, LLC since 2014, operating under LPL Financial during this period. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Cynthia Pruemm is a financial advisor at Corecap Advisors with six years of industry experience. She holds a Series 65 designation and has been associated with SIS Financial Group since 2006. In addition to her advisory role, she owns and operates an independent insurance agency serving a similar client base. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Charles Svoboda is a Series 65-licensed financial advisor at CoreCap Advisors with one year of industry experience. Prior to joining CoreCap Advisors, he was associated with SIS Financial Group and UBS. His role at SIS Financial Group includes insurance and annuity sales, along with providing inside sales and operational support. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to a diverse client base including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented investment approach with a long-term horizon, utilizing a variety of investment vehicles and sub-advisors to manage client portfolios.

Eric Mooney is a financial advisor at VestGen Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked in various roles including at Mooney Lyons Financial and Triad Advisors. Outside of his advisory work, Mooney serves as president and on the board of directors of the Naperville Networking Alliance, a community networking group. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a blend of analytical methods and third-party managers.

Alexander Marmitt is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at J.P. Morgan Securities, Robert Baird & Co., and Wintrust Investments. He is also a partner at Klestinski Rapp Marmitt Investment Counsel, where he is involved in investment management and financial planning. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment strategies through a range of portfolio management programs and incorporates fundamental, technical, and cyclical analysis while accommodating client-imposed restrictions.

Arthur Pedgrift III is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ausdal since 2009 and is also associated with Choices Brokerage since 1997. In addition to his advisory work, he is a self-employed insurance agent focusing on life, health, disability insurance, and fixed annuities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of investment strategies implemented on both discretionary and non-discretionary bases.

Steven Nivens is a CFP® professional with 37 years of experience in the financial services industry. He has been with Ausdal Financial Partners, Inc. since 2011. In addition to his advisory role, he is involved in outside insurance sales, including fixed life, health, and disability insurance, and provides referrals for Medicare and travel insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across a range of investment products.

Rikk Rodriguez is a ChFC® with 14 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior experience includes roles at Wells Fargo Advisors and Triad Advisors. He is also a co-trustee of a living trust. VestGen Advisors, LLC manages approximately $6.66 billion for a diverse client base, offering discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services. The firm employs a mix of fundamental, technical, and quantitative analysis combined with modern portfolio theory, serving both individual and institutional clients.

Joshua Glorch is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. He has worked at NorthRock Partners since 2019 and previously spent three years at Ameriprise Financial Services, Inc. He holds the Series 63 and Series 65 licenses and maintains current Illinois insurance licensure. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and periodic rebalancing while integrating private market allocations and utilizing AI tools alongside human oversight.

Jeffrey Scheider is a financial advisor at VestGen Advisors, LLC with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial, Sequoia Wealth Management, and Triad Advisors. Outside of his advisory role, he is involved in identifying insurance needs and servicing annuity and insurance products. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering a range of services including discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers.

William Yocius Jr. is a financial advisor at Integrated Advisors Network LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Shields Capital Advisors Inc. and Mitchell, Vaught & Taylor, Inc. In addition to his advisory role, he provides insurance advice to individual clients. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and frequently utilizes third-party sub-advisers while offering a range of portfolio management and financial planning services.