Michael Manno is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois, holding Series 63 and Series 66 credentials and 42 years of industry experience. He has been with World Equity Group since 2003. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers managed portfolios through its Adhesion Money Management wrap-fee program and related advisory programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Gary Richards is a CFP® professional with 32 years of experience at World Equity Group, Inc., where he has worked since 1994. He holds Series 63 and Series 65 licenses. Richards is also involved as a co-owner of B&R Financial, a financial planning and investment advisory practice. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers managed portfolios through its wrap-fee program and discretionary third-party money management, utilizing risk-tolerance assessments to guide asset allocation.

Robert Davit is a financial advisor at Gladstone Wealth Partners with 32 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2021 and has been with Gladstone and LPL Financial since 2021. He holds the Series 63 and Series 65 designations. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with a focus on integrating retirement-plan services and institutional manager relationships.

Lissette Strefner is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with World Equity Group since 2015 and has previously been associated with AIG American General Life Insurance Company since 2002. Outside of her advisory role, she operates a small hobby business reselling used clothing online. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management with access to third-party money managers and employs a risk-tolerance questionnaire to guide asset allocation.

Barry Link is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding a Series 63 designation and 48 years of industry experience. He has worked at World Equity Group since 2001 and operates Link Diversified Services, which he started in 1982. Outside of advising, he is involved as an independent contractor with Abacus Life Settlements, assisting with policy evaluations and transactions for senior clients. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its Adhesion Money Management wrap-fee program and utilizes third-party managers to implement asset allocation models based on client risk tolerance.

Jeffrey Cismoski is a CFP® professional with 12 years of industry experience, currently with Ascentis Independent Advisors, LLC. His prior roles include positions at ORG Partners LLC, WealthShield Partners, LLC, Cresset Asset Management, LLC, and Evanston Investments Inc DBA Evanston Advisors. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs asset allocation, fundamental and technical analysis, and utilizes discretionary sub-advisory arrangements and co-advisory platforms, including a Private Direct Investments program for client access to private funds and alternative investments.

Jack Long is a financial advisor with Summit Financial, LLC and holds a Series 66 designation. He has recently started his career in the industry, gaining experience with Summit Financial and affiliated firms since 2025. Prior to his advisory roles, he has work experience outside finance, including a position at Landmark Exteriors and education at Auburn University. Summit Financial, LLC is a multi-team advisory firm with approximately $26.35 billion in assets under management, serving about 17,800 clients through 216 advisors. The firm offers a range of investment advisory, portfolio management, and retirement plan services with both discretionary and consultative approaches.

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 with Coppell Advisory Solutions LLC, holding Series 65 and Series 63 registrations. She has been in the industry since 2025, with prior experience at Allianz Life Insurance Company of North America, Lilly Financial, and Combined Insurance. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a broad investment approach using both fundamental and technical analysis across various asset classes on an open-architecture platform.

Michael Page is a financial advisor with Prospera Financial Services, Inc. in Crystal Lake, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Prospera in 2019, he worked at Wells Fargo Financial Network LLC for six years. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning services via multiple platforms and customizable portfolio management.

Arnoldo Garza is a financial advisor at Global View Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Global View Capital entities since 2010. Prior to his advisory career, Garza spent over two decades at Navistar, Inc., where he held engineering and management roles focused on diesel engine and truck development. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach based on technical and quantitative analysis and operates a proprietary research platform that supports its strategies and services.

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.

Dominic Messina is a financial advisor at Ascentis Independent Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at ORG Partners, WealthShield Partners, Cresset Asset Management, and Evanston Investments. Outside of financial advising, Messina owns MKS Custom Creations, a custom furniture business. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing a mix of asset allocation, fundamental and technical analysis, third-party managers, and a Private Direct Investments program.

Andrew Park is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Compound Planning, Inc., where he has worked since 2024, following seven years at Curi RMB Capital, LLC and four years at Vennwell, LLC. Compound Planning serves individuals, families, businesses, and retirement plans by providing discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm employs a customized, risk-based investment process using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Michael Chandler is a financial advisor with World Equity Group, Inc., holding Series 65 and Series 63 credentials and over 33 years of industry experience. He has been with World Equity Group since 2014 and also serves as president of Dogwood Capital Management, LLC. Chandler is a board member of the Karen Chandler Trust, which assists cancer patients with fundraising and support, and was appointed to the Board of Trustees at Fayetteville Technical Community College. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, institutions, and business entities through managed portfolios and advisory programs that integrate discretionary portfolio management, financial planning, and access to third-party money managers.

Ryan Peca is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 credential and has previous roles at Origami Risk and OneStream Software. Peca is also involved in marketing and educational activities related to insurance and advisory services through affiliated entities of his firm. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses a suitability questionnaire to establish client risk profiles and employs technical and quantitative methods, including momentum and trend-following signals, supported by its proprietary algorithmic research platform.

Mark Garapolo is a financial advisor at MissionSquare Retirement with 37 years of industry experience. He has held a position at ICMA-RC Services, LLC since 1995. His credentials include the Series 63 and Series 65 licenses. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Benjamin Pahl is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Money Concepts Capital Corp and The Tranel Financial Group. He is also president and investment advisor at Liberty One Investment Management, where he spends the majority of his time, and is involved with 818 Capital Group, a customer service and payroll company. 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 create customized investment strategies and offers model-based solutions through a subscription platform.

Austin Righeimer is a CFP® and CFA® affiliated with NorthRock Partners, LLC, with two years of industry experience. His prior work includes roles at Beacon Pointe Advisors, Northern Trust, Anixter, and Duff & Phelps. 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 emphasizing asset allocation, diversification, and periodic rebalancing, incorporating private market allocations and AI-supported tools, while maintaining human oversight.