Thomas Boggess is a financial advisor at First Advisors National, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research and ProEquities, Inc. Boggess also practices law as an attorney and principal of the Law Office of T. Phillip Boggess and serves as chapter president of the Society for Financial Awareness. Additionally, he provides business consulting through TPB Ventures, Ltd., focusing on college planning and small business operations. First Advisors National serves primarily individual clients, including ERISA plan participants, offering investment management, asset allocation advice, and retirement plan consulting. The firm employs tactical and strategic asset allocation approaches and monitors third-party money managers to implement client strategies.

James Kim is a financial advisor at VestGen Advisors, LLC with 20 years of industry experience. His career includes roles at Penn Mutual Life Insurance, Ohio National Financial Services, THE O.N. Equity Sales Company, and other firms. He serves as a board member and Treasurer of New Community Outreach, a nonprofit organization focused on youth and community in the Bronzeville area. VestGen Advisors 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, using third-party managers and proprietary funds to serve a diverse client base including retail, institutional, and governmental entities.

Lori Barone is a CFP® with 28 years of industry experience, currently affiliated with Silver Oak Securities, Inc. She has previously worked at Securities America Advisors, Inc. and Securities Service Network, Inc. Barone also operates Barone Financial Group, Inc., an independent financial professional firm offering investment advice and financial planning services. Silver Oak Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs focusing on discretionary, customized investment management aligned with client objectives and risk tolerances.

Matthew Schaap is a CFP® professional affiliated with Modern Wealth Management, LLC, with three years of industry experience. He previously worked at OFM Wealth and Heritage Planning Partners, and currently serves at the University of Illinois. His other business activities include oversight of existing life insurance and variable annuity policies. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm offers investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized investment committee and a mix of strategic and tactical portfolio management.

Richard Ziemianski is a financial advisor at Kovack Advisors, Inc. with 24 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2006, following three years at Wrp Investments, Inc. He holds a Series 66 designation. Outside of advisory work, Ziemianski is the managing partner of Integrity Insurance and Financial Services, where he spends part of his time on health and life insurance. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, utilizing a combination of internally created models and third-party management within an Envestnet-supported workflow.

Todd Gehring Gervase is a financial advisor at Prosperity Capital Advisors with three years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked with Innovation Partners LLC and Hammer Financial Group. In addition to his advisory role, he is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based asset allocation strategies and ongoing portfolio supervision using investment suites from providers such as BlackRock, Dimensional, and Vanguard.

Vincent Pack is a CFP® professional at Waverly Advisors, LLC with eight years of industry experience. He has previously worked at Christopher Financial Group, LLC, Wolfpack Capital, LLC, and New York Life-related entities. Outside of his advisory role, he operates insurance brokerage businesses under the names Wolfpack Capital and Christopher Financial Group, focusing on non-registered insurance products. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management.

Julia Slobodnik is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 designation. She has one year of industry experience, including prior roles at Cetera Wealth Services, Equitable Advisors, and Seven Saints. Outside of her advisory work, she also works as a server at a restaurant called Augie's. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using a variety of investment vehicles and offers both discretionary and non-discretionary management services.

Robert Greulich is a financial advisor at VestGen Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, and Triad Advisors. VestGen Advisors 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 and serves a diverse client base including institutional investors and other advisory firms.

Sean Cisney is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with HBW since 2017. Outside of his advisory role, he serves as Treasurer for the Garden Homes Fire Protection District Volunteer Fire Department, where he manages financial reporting and tax filings. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, and institutions. The firm employs a blended investment approach that includes tactical asset allocation and multi-manager diversification, and it services a high client load per advisor while offering sub-advisory and retirement plan subscription services.

Brendan Houlihan is a financial advisor with First Advisors National, LLC in Palos Heights, IL, holding a Series 65 designation and 10 years of industry experience. He has worked at the Illinois Department of Revenue since 2014. In addition to his advisory role, Houlihan is an independent insurance agent specializing in life and health insurance sales. 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 monitoring, combining tactical and strategic investment approaches with fundamental analysis.

Michael Kennedy is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Forum Financial Management, LP since 2010. Outside of his advisory role, he is also a licensed insurance producer specializing in life, health, and long-term care insurance. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm utilizes model portfolios managed primarily with DFA mutual funds and ETFs within a Modern Portfolio Theory framework, overseeing approximately $9 billion in assets under management.

Byron Ramult is a CFP® professional with 24 years of industry experience, currently with Stratos Wealth Advisors LLC. He has held roles at firms including LPL Financial and Wealth Enhancement Advisory Services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a multi-team network. The firm offers financial planning, portfolio management, and access to third-party managers, tailoring services to client goals with a combination of discretionary management and technology-enabled solutions.

Brian Plain is a CFP® with 20 years of industry experience and has been with Gradient Advisors, LLC since 2014. He provides consulting services focused on business management and growth to small business owners. Gradient Advisors offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, using a largely non-discretionary approach that incorporates multiple analytical methods to align portfolios with client objectives and risk tolerance.

Alejandro Pastrana is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior roles include positions at Northwestern Mutual and Serene Financial Group. Pastrana is the sole proprietor of Serene Financial Group, LLC, where he provides life, health, long-term care, and disability insurance. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a range of investment solutions, including third-party managers and various managed account structures, available on both discretionary and non-discretionary bases.

Robert Balanoff is a financial advisor with Packerland Brokerage Services, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials and 19 years of industry experience. His career includes roles at AllState Financial Services and multiple businesses he leads, such as Balanoff Tax Services LLC and Balanoff Insurance Agency, Inc. Outside of his advisory work, he is involved in mortgage origination through Nexa Mortgage LLC and assists clients with real estate transactions via Homevisor, LLC. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services through a variety of managed portfolio options and third-party arrangements, managing over $900 million in client assets.

Kathleen Gfrorer is a CFP® professional with 45 years of experience in the financial services industry. She is currently with VestGen Advisors, LLC and has held roles at LPL Financial, Securities America, Inc., and Landmark Capital, Inc. Kathleen serves as secretary for the Somonauk Gardens Owners Association, a homeowners association. 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 investors. The firm combines advisor-level client relationships with centralized portfolio construction and manages approximately $6.66 billion in assets with 61 advisors.

Frank Diliberto is a financial advisor at Madison Partners with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including LPL Enterprise, The Prudential Insurance Company of America, and Edward Jones. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary investment approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

Ryan Kelly is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, where he has worked for three years. Prior to joining Foundations, he served in fire departments in Chicago and Cicero, and has experience at multiple other organizations including Jimmy Johns and Stafford Tower Crane of America. He has an educational background from Arizona State University. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios with an asymmetric rebalancing approach, and works through a large network of affiliated offices and advisers.

Tyler Vandermeer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at FBL Financial Group, Farm Bureau Financial Services, and Country Capital Management Company. He is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and delivers a range of managed solutions tailored to client needs.