Jeremy Joseph is a CFP® professional with 19 years of experience in the financial industry. He is currently with Simplicity Wealth and Protected Tomorrows, having previously worked at firms including Savant Wealth Management, Huber Financial Advisors, TD Ameritrade, Fidelity Brokerage Services, Madison Avenue Securities, and Ameriprise. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational solutions for advisers through its managed account platform.

David Keevins is a financial advisor at Crescent Grove Advisors with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, outsourced chief investment officer (OCIO) solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets and emphasizes customized investment policy statements and an asset-allocation approach combining long-term strategic and short-term tactical adjustments.

Mark Wolter is a financial advisor with Harbour Investments, Inc. and holds Series 63 and Series 66 licenses. He has 29 years of industry experience and has worked at firms including Beacon Wealth Advisors, LLC and Gradient Securities, LLC. Wolter serves as a volunteer board member for the Special Olympics Illinois Golf Outing, assisting with event planning and fundraising. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing a blend of fundamental and technical analysis to create customized strategies across various asset classes. The firm offers discretionary and non-discretionary portfolio management, model-based solutions, and works with multiple custodians and third-party managers.

Randall Cashmore is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Peace of Mind Private Wealth Management, FOUNDATIONS INVESTMENT ADVISORS, and Berthel Fisher and Company. He also operates Cashmore Investments, an independent venture he has maintained since 2009. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment process focused on tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Jack Steen is a financial advisor at Ausdal Financial Partners, Inc. based in Crystal Lake, IL. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Ausdal, his work experience includes roles at Hyatt Hotels and Lee & Associates, among others. 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 wide range of investment and financial planning services tailored to client objectives and integrates multiple custodians and third-party managers into client solutions.

John Michalak is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Harbour in 2026, he spent 15 years with both Chicago Investment Advisory Council and J.W. Cole Financial, Inc. Michalak has extensive experience in the sale of fixed insurance and annuity products through his prior role at Chicago Investment Advisory Council. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisers and approved third-party managers.

William Cunningham is a financial advisor at Saxony Capital Management, LLC with 40 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Saxony Capital Management and its affiliated Saxony Securities since 2017. In addition to his advisory role, he is an author of non-fiction books. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team approach with 38 advisors serving several hundred client relationships and offers discretionary asset management alongside hourly or flat-fee planning and consulting.

James Schmidt is a financial advisor with LPL Financial in McHenry, Illinois, holding a Series 66 designation and 11 years of industry experience. He has been associated with Cornerstone Wealth Management, LLC since 2014, operating under LPL Financial during this period. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Cynthia Pruemm is a financial advisor at Corecap Advisors with six years of industry experience. She holds a Series 65 designation and has been associated with SIS Financial Group since 2006. In addition to her advisory role, she owns and operates an independent insurance agency serving a similar client base. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Anne Morrissy is a CFA® charterholder with 21 years of industry experience. She is currently with Gamco Asset Management Inc. and has been associated with Gabelli & Company, Inc. since 1999 and G.distributors, LLC since 2012. Gamco Asset Management Inc. provides discretionary investment management and sub‑advisory services to a diverse client base, including institutional investors, private clients, and less common categories such as sovereign wealth funds and banking institutions. The firm employs a value-driven investment process supported by fundamental research and offers a range of customized institutional and separate-account strategies.

Thomas Chrobak is a financial advisor at Gradient Advisors, LLC with 12 years of industry experience and a Series 65 designation. He has held roles at Gradient Advisors since 2022, and concurrently owns MC2 Wealth Management and Plan on College, where he provides financial planning and educational consulting services. Gradient Advisors, LLC delivers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary operating model.

Charles Svoboda is a Series 65-licensed financial advisor at CoreCap Advisors with one year of industry experience. Prior to joining CoreCap Advisors, he was associated with SIS Financial Group and UBS. His role at SIS Financial Group includes insurance and annuity sales, along with providing inside sales and operational support. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to a diverse client base including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented investment approach with a long-term horizon, utilizing a variety of investment vehicles and sub-advisors to manage client portfolios.

Annirose Womack is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Capital Analysts. She has worked at Lincoln Investment, Astraios Financial-East, LLC, and Horace Mann Investors, Inc. Womack is also the owner of Womack Enterprises LLC, an entity used for tax and accounting purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a combination of discretionary in-house investment management and non-discretionary advisor-managed solutions.

Braden Monahan is a financial advisor with Simplicity Wealth in Lincolnshire, IL, holding a Series 65 designation and two years of industry experience. He has worked at Simplicity Wealth since 2024 and previously held roles at Ehlert Financial Group and the University of Illinois. In addition to his advisory work, Monahan is a registered insurance agent and presents life insurance policies alongside his financial advisory services. Simplicity Wealth serves a diverse clientele including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios and discretionary management combined with technology and operational support for other advisers.

Mary Ehlert is a CFP® professional with 28 years of experience in the financial industry, currently affiliated with Simplicity Wealth. She has held roles at Forum Financial Management and founded Ehlert Financial Group. Ehlert is involved in several nonprofit and advocacy organizations focused on disabilities and special needs, including serving as CEO of Protected Tomorrows Inc. and participating on the boards of multiple related charities. Simplicity Wealth serves a diverse client base, including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, and offers technology and operational services to other advisers alongside its advisory solutions.

Eric Mooney is a financial advisor at VestGen Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked in various roles including at Mooney Lyons Financial and Triad Advisors. Outside of his advisory work, Mooney serves as president and on the board of directors of the Naperville Networking Alliance, a community networking group. 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 with discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a blend of analytical methods and third-party managers.

Alexander Marmitt is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at J.P. Morgan Securities, Robert Baird & Co., and Wintrust Investments. He is also a partner at Klestinski Rapp Marmitt Investment Counsel, where he is involved in investment management and financial planning. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment strategies through a range of portfolio management programs and incorporates fundamental, technical, and cyclical analysis while accommodating client-imposed restrictions.

Arthur Pedgrift III is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ausdal since 2009 and is also associated with Choices Brokerage since 1997. In addition to his advisory work, he is a self-employed insurance agent focusing on life, health, disability insurance, and fixed annuities. 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, with a range of investment strategies implemented on both discretionary and non-discretionary bases.

Steven Nivens is a CFP® professional with 37 years of experience in the financial services industry. He has been with Ausdal Financial Partners, Inc. since 2011. In addition to his advisory role, he is involved in outside insurance sales, including fixed life, health, and disability insurance, and provides referrals for Medicare and travel insurance products. 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 both discretionary and non-discretionary strategies across a range of investment products.

Christopher Jauch is a financial advisor at Crescent Grove Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory across discretionary and non-discretionary mandates. The firm manages approximately $5 billion in client assets and employs a customized investment process that combines long-term strategic allocations with tactical adjustments, supported by a dedicated investment committee.