Carter King is a financial advisor with Clearwater Capital Partners, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Ascensus and Royal Valet Tulsa, as well as educational positions at Oral Roberts University and Westminster Christian School. Clearwater Capital Partners offers family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base, including individuals, high-net-worth clients, sovereign wealth funds, and governmental entities, employing a range of investment strategies and offering access to alternative investments and private placements.

Tina Barrile is a CFP® and CFA® with 19 years of industry experience. She is currently with The Dala Group, LLC and has previously worked at Northern Trust Co., BDF LLC / Corient, and Hemsley & Associates, Ltd. The Dala Group serves individual and high-net-worth clients through portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm combines fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using a range of investment vehicles tailored to client objectives and risk tolerance.

Edward Scoby is a CFP® with 18 years of industry experience, currently serving at Sequoia Wealth Management, LLC since 2015. He also has a tenure with LPL Financial dating back to 2010. Outside of his advisory roles, he collaborates with One Resource Group to provide life insurance, long-term care insurance, and fixed annuities. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and retirement plans, offering asset management, financial planning, and retirement-plan consulting. The firm utilizes a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios, managing both discretionary and non-discretionary assets.

Melvin Lubelski is a financial advisor with SGL Financial, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Fifth Third Securities, Cetera, and Bank Financial. He is also a licensed insurance agent. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard and emphasizes diversified asset allocation and long-term investment horizons, often implementing portfolios through third-party managers.

Erik Miller is a financial advisor at Essex LLC with a Series 65 designation and one year of industry experience. Prior to joining Essex, he worked at Safe Harbor Wealth Advisors and has a background including roles at Miami University and several golf and country clubs. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, and charitable organizations, managing approximately $649 million across 576 client accounts. The firm employs a multi-member investment policy committee to guide portfolio construction using a combination of fundamental, technical, and sector analysis across various asset classes.

Martin Kohlieber is a financial advisor at SGL Financial, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining SGL Financial in 2022, he worked at E*TRADE Securities LLC from 2018 to 2022. SGL Financial, LLC is a fee-based investment adviser serving financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm focuses on broad diversification and long-term asset allocation, implementing portfolios primarily through third-party money managers and a sub-advisory relationship with Savant Capital.

Dennis Ryan Jr. is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Midway Wealth Partners, LLC and World Equity Group, Inc. He is also an author, having published a book in 2022 available on Amazon. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services with access to alternative investments and retirement plan advisory.

Joseph Angileri is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Northern Trust Securities, Inc. in Lake Zurich, IL, where he has worked since 2007. His tenure at Northern Trust Securities spans his entire financial advisory career. Northern Trust Securities, Inc. is a multi-team SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management services primarily to high-net-worth individuals, retail investors, and institutional clients. The firm utilizes a model-driven approach with a variety of investment products, including proprietary Northern Trust funds, ETFs, and third-party offerings, delivered through a wrap fee program on the Fidelity Managed Account Xchange platform.

Rachel Hook is a financial advisor at Harbour Investments, Inc. with six years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Harbour in 2023, she worked at Gradient Securities, LLC, and has been involved with Beacon Insurance Advisors, LLC since 2021 as an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment approaches through both in-house and third-party managers.

Gary Komarek is a ChFC® credentialed financial advisor with 17 years of industry experience. He has worked at Sound Income Strategies, LLC since 2016 and is also the president of North Shore Asset Management & Tax Advisory, Inc., where he oversees income tax preparation and insurance sales. His prior experience includes Capital Asset Advisory Services, LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services such as asset management, financial planning, ERISA plan services, and insurance planning through affiliated channels.

Rob Kubik is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2025, and as a Financial Consultant at the same firm from 2016 to 2021. Before joining Fidelity Investments, Rob was a Financial Advisor at Edward Jones from 2014 to 2016. Rob specializes in helping clients maximize their workplace benefits, build wealth, and plan for retirement with a focus on tax-efficient investing. He employs a holistic approach to financial planning, aiming to create intentional and well-structured financial strategies. [No information was provided regarding Rob's education, credentials, personal interests, or community involvement.]

Sean Hughes is a Series 66-licensed advisor with 12 years of industry experience. He is currently with Wealth Watch Advisors, Inc and has previously worked at FOUNDATIONS INVESTMENT ADVISORS, LLC and Hughes & Dern Financial Group. Outside of his advisory work, he is an independent insurance agent involved in Medicare, life, and annuity sales. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and financial institutions. The firm employs a mix of quantitative, qualitative, and technical methods, utilizing third-party model managers for portfolio management across a broad range of investment strategies.

Travis Smyczynski is a CFP® certified financial advisor with 11 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2018 and previously worked at Axa Advisors, LLC. In addition to his advisory role, he is involved in independent insurance sales on a limited basis. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory services tailored to client objectives and uses multiple custodians while maintaining dual registration as both a registered investment adviser and a broker-dealer.

Mary Deutsch is a financial advisor at Gibbs Wealth Management, LLC, holding a Series 65 license with one year of industry experience. She is also the owner and insurance agent of MTD Financial, Inc., and serves as president of Tess Marketing, Inc., a business marketing services company. Additionally, she is a managing member of Eight 22 Alpha, LLC, a real estate investment venture. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and strategists. The firm employs a mix of analytical approaches to guide asset allocations and emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Nancy Brunn is a financial advisor with Latitude Advisors, LLC and holds a Series 66 designation. She has 10 years of industry experience and has also operated Brunn & Associates, Inc., a CPA firm specializing in accounting and tax preparation, since 2001. In addition to her advisory work, she handles accounting duties for an online specialty sales business. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

David Taylor III is a financial advisor at Arete Wealth Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at firms including Wells Fargo Clearing Services, LLC and Practice Management Consultants, LLC. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory, utilizing a combination of advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.

William Karstenson Jr. is a financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ausdal since 2010 and has operated Karstenson Financial Services since 1997. Outside of his advisory work, Karstenson serves as a permanent deacon for the Archdiocese of Chicago, performing liturgical and ministerial duties. 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 a range of discretionary and non-discretionary investment strategies across various asset classes.

Anthony Fiore is a financial advisor at Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Wealth Management since 2014. In addition to his advisory role, Fiore serves as CEO of Accountants Solutions, Inc., a company focused on accounting software sales since 2002. Wealth Management Nebraska LLC provides discretionary asset management, fiduciary services, and financial planning to individuals, high-net-worth clients, and institutional entities. The firm employs broadly diversified, passively managed portfolios primarily using no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold strategy and periodic rebalancing.

Thomas Chernesky is a CFP® with 27 years of industry experience, currently serving as an advisor at Robertson Stephens since 2024. Prior to this, he spent 11 years at CAFG Wealth Management, Inc., where he was also president of the company, a non-operating legal entity handling payments from the installment sale of a former RIA business to Robertson Stephens. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of the end of 2024.

Garland Kizer is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with Merit Financial Advisors. His prior roles include positions at VOYA Financial Advisors, Cetera, and leadership of his own firms, Kizer & Associates and Kizer Financial Services. He serves as a trustee for both the THSD 214 Foundation and MacMurray College and chairs the Bartlett 4th of July Festival committee, coordinating its fireworks presentation. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, and retirement plan consulting through a network of advisers, employing a long-term, diversified investment approach overseen by internal committees and utilizing both internal and third-party managers.