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.

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.

Brian Callaghan is a financial advisor at First Advisors National, LLC with four years of industry experience. He holds a Series 65 designation and has worked at CIH Consulting since 2022, focusing on commodities consulting and client services outside of investment activities. Prior to that, he held roles at MHT Business Development and Datrium. 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 selecting and monitoring third-party money managers and uses fundamental analysis to support supplemental individual security recommendations.

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.

Pamela Davis is a financial advisor with Alera Investment Advisors, LLC, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. Her career includes roles at Securian Financial Services, Minnesota Life, and Triad Advisors, among others. She is also involved with GCG Financial, where she provides fixed business insurance products alongside her advisory work. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm employs a mix of internal and external managers focusing on mutual funds, ETFs, equities, and fixed income, and provides ERISA-focused services for retirement plans.

Robert Yastrow is a financial advisor at Alera Investment Advisors, LLC with a Series 66 designation and experience beginning in 2024. His prior roles include positions at Osaic Wealth, Ryan Specialty, and Northmoor Country Club, as well as work related to sports camps and educational institutions. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios with a focus on long-term fundamental analysis and offers a range of ERISA-related services for retirement plans.

Robert Janson is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes positions at Minnesota Life Insurance Company and Ascend Financial Services, each spanning two decades, and roles at GCG Financial, Triad Advisors, and OSAIC. Outside of finance, he is a co-owner of a jewelry sale and design business with his wife and assists with an interior/exterior design business. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates insurance and pension-consulting platforms alongside its advisory services.

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.

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 with Wealth Management, LLC in Mundelein, Illinois, holding a Series 65 designation and 11 years of industry experience. He has been with Wealth Management since 2014 and has also served as CEO of Accountants Solutions, Inc., an accounting software sales company, since 2002. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm employs a modern portfolio theory investment approach, primarily using passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

George Clougher is a financial advisor at Virtue Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OneAmerica Securities, Red Oak Risk Management, Praxis Capital Management, and Safe Money Concepts. Outside of advisory work, he is involved in non-variable insurance sales, including fixed life and fixed annuities. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, ERISA consulting, and a financial education course for pre-retirees, employing a model-driven investment approach that uses quantitative optimization and proprietary economic data inputs.

Bradley Underwood is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding a Series 66 credential and over 23 years of industry experience. He has been with World Equity Group since 2015. Outside of his advisory role, Underwood is involved in several entrepreneurial and consulting activities, including providing payroll, benefits, and HR services through Professional Employer Organizations as an independent contractor and offering prepaid legal and identity protection services. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, pensions, trusts, and business entities. The firm employs risk-tolerance questionnaires to guide asset allocation and offers managed portfolios with discretionary authority granted to third-party money managers and investment adviser representatives.

Christopher Owens is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has three years of industry experience and previously worked at AE Wealth Management, Impact Partnership Wealth, and Station-M. Owens is also president of Owens Financial Group, LLC, where he is involved in insurance sales and client insurance and annuity plan reviews. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis with an asymmetric rebalancing approach and employs third-party sub-advisers and custodians to support its services.

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 credential and over 14 years of experience in the financial services industry. His prior roles include positions at American Express, Rain City Capital, and JPMorgan Chase, as well as running his own consulting firm, JBirch Consulting. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services combining advisor-led planning with model-based and separately managed strategies, including internally sponsored ETFs and access to third-party managers.

Mark Lishchynsky Jr. is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with World Equity Group since 2013. World Equity Group provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, and business entities. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and third-party money managers.