Jeffrey Cismoski is a CFP® with 12 years of industry experience. He is currently with Ascentis Independent Advisors, LLC, where he has worked since 2026. Prior to this, he held positions at ORG Partners LLC, WealthShield Partners, LLC, Cresset Asset Management, LLC, and Evanston Investments Inc DBA Evanston Advisors. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm customizes investment advice based on client objectives and employs a combination of discretionary management, third-party managers, and platform solutions, including a Private Direct Investments program for allocating clients to illiquid private funds.

Joseph Esposito is a financial advisor at VestGen Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network and Private Client Services. Esposito also maintains a long-term affiliation with Ek&A. 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 through discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers.

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.

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.

Caleb Svoboda is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Heritage Living Trust. He is also a licensed insurance agent, selling life, disability, and long-term care insurance, and serves as a financial planner with Winfield Wealth Advisors LLC. HBW Advisory Services manages approximately $1.75 billion in client assets and provides a range of financial services including discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charities, and institutional clients. The firm uses a blended investment approach involving third-party money managers, tactical asset allocation, and multi-manager diversification, and offers services such as sub-advisory arrangements and online wrap-fee portfolios through Betterment Institutional.

Christopher Sexton is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior work includes positions at First Analysis Securities Corporation and E*TRADE Securities LLC. Since 2023, Sexton has been involved with the Illinois High School Association. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation and diversification, offering access to affiliated mutual funds and ETFs through its Private Client Group Program.

Arnoldo Garza is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Global View Capital since 2010, and previously spent over two decades at Navistar, Inc., where he held engineering and management roles. In addition to his financial advisory work, Garza has an engineering background focused on software and hardware controls for diesel engines. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach, utilizing proprietary research and model-driven strategies focused on ETFs and mutual funds, with infrastructure that supports discretionary management of a range of client assets, including held-away retirement accounts.

Trent Warren is a CFP® professional with 21 years of experience in financial advising. He is currently with Pure Financial Advisors, LLC and previously worked at Fairhaven Wealth Management, Triad Advisors, Inc., Ford Wealth Management LLC, LPL Financial, and Merrill. Warren conducts fixed annuity and life insurance sales through Ash brokerage and Penn Mutual as a part-time outside activity. Pure Financial Advisors, LLC is a large registered investment adviser with over $11 billion in assets under management and approximately 83 advisors. The firm serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management, utilizing a financial-planning-centered approach based on academic frameworks and continuous planning.

Shannon Bora Cooper is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and four years of industry experience. She has worked at Vanderbilt Advisory Services since 2022 and has been involved with Michael J. Bora & Associates since 2014, where she also serves as an insurance agent specializing in life insurance and annuity sales. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Kathleen Oconnor is a financial advisor at RMR Wealth Builders, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Clearwater Capital Partners, Bank of America, Merrill, LPL Financial LLC, HPL&S, and Plexus Financial Services. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, and specialist advisory options including digital asset management and annuity management.

Dominic Messina is a financial advisor at Ascentis Independent Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including ORG Partners, WealthShield Partners, and J.P. Morgan Securities. Outside of his advisory role, he owns a custom furniture business. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm offers tailored investment advice through discretionary management, third-party managers, and a Private Direct Investments program focused on illiquid private funds.

Joshua Cannata is a financial advisor at Arkadios Wealth Advisors with 9 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Arkadios Wealth Advisors in 2025, Cannata worked at Commonwealth Financial Network for nine years and at Lincoln Hall for two years. Outside of his advisory role, he owns Wind and Wheels, LLC, a vehicle holding company. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of advisory programs and an internal portfolio team called Arkadios Managed Solutions to support customized, discretionary investment management across multiple asset classes.

Michael Chandler is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at firms including UBS Financial Services, Raymond James & Associates, Brewer Investment Advisors LLC, and Dogwood Capital Management, LLC, where he also serves as president. Outside of his advisory roles, Chandler is a board member of the Karen Chandler Trust, which supports cancer patients with fundraising and assistance, and he serves on the Board of Trustees for Fayetteville Technical Community College. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, institutions, and business entities, offering managed portfolios through wrap-fee programs and third-party money managers. The firm uses risk-tolerance assessments to guide asset allocation and grants discretionary authority for portfolio management, with custody and trade execution handled by Schwab & Co.

Ryan Peca is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including Origami Risk and OneStream Software. Outside of advisory work, he is involved in marketing, education, and sales of advisory and insurance services related to his firm. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on momentum, relative strength, and trend-following strategies applied to ETFs and mutual funds, supported by proprietary research and operational infrastructure.

Austin Righeimer is a CFP® and CFA® with three years of industry experience. He is currently with NorthRock Partners, LLC, where he previously worked from 2023 to 2025 and returned in 2026. His work history also includes positions at Beacon Pointe Advisors LLC, Northern Trust, Anixter, and Duff & Phelps. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach centered on asset allocation, diversification, and periodic rebalancing, integrating private market allocations and using AI-driven tools alongside human oversight.

Robert Karstenson is a financial advisor with Ausdal Financial Partners, Inc. in Palatine, IL, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Ausdal Financial Partners and operates Karstenson Financial Services since 2014. In addition to advisory work, he is licensed as an insurance sales agent, selling life, health, and accident insurance on a commission basis. Ausdal Financial Partners serves individuals, trusts, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a variety of services including advisor-managed accounts, separately managed accounts, financial planning, and brokerage and insurance products, with investment strategies tailored to each client’s goals and risk profile.

June Dinardo is a financial advisor with Arkadios Wealth Advisors in Barrington, IL, holding Series 63 and Series 65 designations and 16 years of industry experience. She has worked at Arkadios Capital since 2024 and Wayne Hummer Investments since 2008. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, a wrap program, third-party money managers, and financial planning. The firm supports discretionary account management through its internal portfolio team and employs fundamental, technical, and cyclical analysis in its investment approach.

Gerald King is a financial advisor at Pure Financial Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at Fairhaven Wealth Management, LLC since 2015. King is based in Wheaton, Illinois. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s planning-centered investment approach is overseen by an Investment Committee and incorporates tax-aware techniques, diversified portfolios, and the use of sub-advisers for specialized strategies.

John Burkhardt is a financial advisor at Pure Financial Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware techniques, income management strategies, and specialized sub-advisers.

Eric Mesko is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Triad Advisors, LPL Financial, and Waddell & Reed. He serves on the board of Bartlett Learning Centers, a school for children with mental challenges. 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, offering discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a blend of analytical approaches and third-party managers.