Peter Crabtree is a financial advisor at First Advisors National, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Paradigm Life Insurance Company, Prosperity Economics Partners LLC, and infinex Investments, Inc. Outside of his advisory role, he is involved with MooseLake LLC, operating businesses that buy and wholesale residential properties. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes manager selection and monitoring, supplemented by fundamental analysis of individual securities.

Travis Smyczynski is a CFP® and Series 66 holder with 10 years of industry experience. He has worked at Ausdal Financial Partners, Inc. since 2018 and previously spent three years with Axa Advisors, LLC. Smyczynski is also involved in independent insurance sales on a part-time 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 investment advisory and financial planning services, tailoring strategies to client objectives and utilizing multiple custodians and third-party managers.

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.

Michael Grajdura is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Money Concepts Capital Corp. In addition to his advisory role, he is a salaried employee at 818 Capital Group, LLC, a customer service and payroll company, and works as an independent insurance agent. Harbour Investments serves a diverse range of clients, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, employing different investment approaches that vary by adviser and approved third-party managers.

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. He is currently with Merit Financial Advisors and has held roles at Cetera, VOYA Financial Advisors, and his own firms, Kizer & Associates and Kizer Financial Services. Kizer serves as a trustee for the THSD 214 Foundation and MacMurray College, and he is chairman of the Bartlett 4th of July Festival committee. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors. The firm serves a diverse client base including individuals, businesses, and institutions, emphasizing a long-term, diversified investment approach through model portfolios and customizable strategies overseen by a central Investment Management team.

Jeffrey Birch is a financial advisor at Kingsview Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior positions include roles at American Express, Rain City Capital, and JPMorgan Chase, as well as consulting through his own firm, JBirch Consulting. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services that integrate in-house portfolio management with third-party managers and alternative investments, supporting both discretionary and non-discretionary advisory arrangements.

Brendan Donlevy is a financial advisor with VestGen Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Triad Advisors, Northwestern Mutual, and Capital Forensics Inc. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional entities. The firm combines advisor-level client relationship management with centralized portfolio construction and utilizes third-party managers and affiliated funds as part of its investment approach.

Jessica Nieminski is an investment advisor representative at Fortis Capital Advisors, LLC with 13 years of industry experience. She has held positions at multiple firms, including Cetera and Network 1 Financial Securities, and operates ClearPath Financial LLC, a financial services DBA. Nieminski also sells health, life, property, and casualty insurance through ClearPath Financial Insurance, LLC. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies, including discretionary management and ESG options, and manages over $1.6 billion in discretionary assets.

Daniel Zarzynski is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Robertson Stephens with two years of industry experience. His prior roles include positions at CAFG Wealth Management, Camping World, and Brunswick Corporation. Robertson Stephens provides investment advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management along with comprehensive planning services, managing approximately $8.76 billion in assets as of December 31, 2025.

Donna Adams is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior work includes roles at OneAmerica Securities and American United Life for 11 years. She is involved with several community organizations, serving as an owner and board member of DamYak Challenge LTD and Paradise Charitable Foundation, and as a board member of BREAK Crystal Lake Teen Center and the Chain-O-Lakes Chamber. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform focused on institutional clients rather than direct relationships with end investors.

Jacqueline Bramel is a financial advisor at Harbour Investments, Inc. with one year of industry experience. Prior to joining Harbour, she worked at Beacon Wealth Advisors and has a background that includes 14 years at HomeMaker. She volunteers as a board member for the Special Olympics of Illinois, participating in fundraising and event activities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized strategies and offers model-based solutions through a subscription platform.

Glenn Hansen is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Advisory Alpha and Hansen Financial Management since 2020 and previously spent seven years at Noble Marketing. Outside of his advisory roles, Hansen is a licensed insurance agent engaged in insurance and annuity sales. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a broad range of managed portfolio strategies.

Jack Long is a financial advisor at Summit Financial, LLC with one year of industry experience. He holds a Series 66 designation and has worked at firms including World Equity Group and Midway Wealth Partners. Jack attended Auburn University from 2021 to 2025. Summit Financial, LLC is a multi-team advisory firm that manages about $26.35 billion in assets for roughly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

Gregg Cummings is a financial advisor at Savvy with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for LPL Financial for 15 years. Cummings has been with Savvy since 2026. Savvy provides investment and financial planning services to individuals, including high-net-worth clients, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, using third-party sub-advisers and technology platforms to customize investment plans based on client objectives and risk tolerance.

Kimberly Woodsum is a financial advisor at Simplicity Wealth with two years of industry experience. She holds a Series 65 designation and previously worked at Ehlert Financial Group, Inc. from 2022 to 2024. Outside of her advisory role, she also presents and sells life insurance to clients when appropriate. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and other financial firms. The firm uses a fund-of-funds investment approach primarily with ETFs and mutual funds, offering model portfolios that are actively monitored and rebalanced, alongside advisory and technology services for other advisers.

Vivian Ding is a financial advisor at Coppell Advisory Solutions LLC with Series 63 and Series 65 licenses. She has one year of industry experience, including prior roles at Allianz Life Insurance Company of North America and Lilly Financial. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses an open-architecture platform with asset allocation models and employs a broad investment toolkit across various asset classes and strategies, serving over 8,800 clients with more than $1.1 billion in assets under management.

Michael Page is a financial advisor at Prospera Financial Services, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prospera since 2019. His prior experience includes tenures at Wells Fargo Financial Network, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory role, he is involved in purchasing rental property for his son. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.