Robert Peterson is a financial advisor at Crescent Grove Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked at Crescent Grove Advisors since 2018, following a 17-year tenure at Ayco/Goldman Sachs. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory. The firm manages approximately $5 billion in assets and employs a customized investment process that combines long-term strategic allocations with tactical adjustments, supported by an investment committee and access to a broad range of investment options.

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.

Zachary Lansburgh is a Wealth Advisor at Alera Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has worked at OSAIC, Alera Group, and Triad Advisors. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management, planning, consulting, and ERISA-focused plan services with a long-term investment approach utilizing mutual funds, ETFs, individual equities, and fixed income.

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.

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.

Bradley Shaps is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 credential and bringing 22 years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life Insurance Company, Triad Advisors, and GCG Financial. He serves on the board of trustees and the fundraising committee at Congregation Beth Shalom and is currently the vice president of fundraising there. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a diversified investment approach utilizing internal management, affiliate platforms, and independent managers, with a focus on long-term fundamental analysis and offers comprehensive ERISA-related services for retirement plans.

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.

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.

James Murphree II is a financial advisor with ON Investment Management Company in Lake Forest, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Since 2007, he has worked with The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, Murphree serves as president of several consulting and business ventures, including Murphree Investment Group and International Forestry, Inc., and he is a member of the board of directors for Maple Valley Cooperative. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary strategies and access to various third-party investment programs.

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.

Shannon Cooper is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. She has five years of industry experience and has worked with Vanderbilt since 2021. In addition to her advisory role, she is also licensed as an insurance agent, involved in life insurance and annuity sales. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process combining fundamental, technical, and charting analysis, and is notable for its formal integration with retirement-plan and benefits firms, supporting advisory, pension consulting, and plan administration services.

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.

Andrew Park is a financial advisor at Compound Planning, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at Curi RMB Capital, LLC and Vennwell, LLC. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries, offering discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools and provides access to direct investment management as well as a Turnkey Asset Management Program featuring both in-house and third-party investment models.