Marissa Evers is a financial advisor at Associated Investment Services, Inc. with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including Retirement Income Strategies and Uncommon Cents Investing. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating mainly on a non-discretionary basis.

Noah Trumpy is a financial advisor at Harbour Investments, Inc., holding a Series 66 designation with one year of industry experience. His prior work includes roles at Cornerstone Financial, Royal Services, LLC, and Columbia College. Outside of advising, he is co-owner and general laborer at Royal Services, a lawn care business. 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 varied investment approaches and multiple execution platforms.

Herbert Rosene is a financial advisor with Ausdal Financial Partners, Inc. in Roscoe, IL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Ausdal Financial Partners since 2009 and has operated the H.C. Rosene Agency since 1993. Outside of advisory work, he performs as a magician and collects silver and gold. 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 broad range of services including advisor-managed accounts, third-party manager access, retirement-plan advisory, and financial planning, tailoring investment strategies to meet each client’s specific needs.

David Sharpe is a financial advisor at Savvy with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at Kestra Advisory Services LLC, Goldstein Advisors, LLC, Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. He serves as secretary and board member of Rock Central, Inc., a nonprofit community music school, where he assists with board meeting minutes and fundraising efforts. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, actively managed stock portfolios, and ESG-focused models, supported by a parent technology platform and sub-advisers.

Mark Jones is a CFP® with 27 years of experience currently with Regal Investment Advisors LLC. He has worked at several firms, including Bates Financial Advisors, Inc. and its related entities for over two decades. Outside of his advisory work, Jones serves as a deacon at Grace Reformed Baptist Church, where he assists with financial oversight and other church matters. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients. The firm specializes in a sub-advisory platform that manages approximately $2.88 billion across proprietary and third-party strategies, focusing on trade execution, rebalancing, and overlay management.

Shawn Rooney is a CFP® with 19 years of industry experience currently advising at Facet. His background includes roles at Ameriprise, Northwestern Mutual, Fidelity Investments, Raymond James, and Edward Jones. Outside of his advisory work, he has engaged in rideshare driving with Uber and delivery services for DoorDash. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients across a range of wealth levels, utilizing technology-driven, model-based asset allocation primarily through ETFs. The firm’s approach includes integrated planning services and a flat subscription pricing model rather than traditional asset-based fees.

Robert Mosley is a Series 65-licensed financial advisor with Johnson Wealth Inc. in Janesville, WI, where he has worked since 2017. He has a total of six years of industry experience and also serves as a wealth advisor at Johnson Bank, a position he has held since 2008. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, nonprofit and senior living organizations, foundations, endowments, business and government entities, and other advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies, and offers specialized programs such as discretionary 401(k) management for airline pilots and curated private investment options for qualified clients.

William Sutherland is a financial advisor at Belpointe Asset Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Third Seven Capital, LLC and MassMutual Life Insurance Company. Outside of advising, he is involved in insurance sales as president of Three Pillars Risk Management and serves as a portfolio manager and marketing professional for the Anydrus Advantage ETF at Collaborative Fund Services LLC. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios with active, passive, tactical, and blended strategies tailored to client goals and risk tolerance.

Vincenzo Cimino is a CFP® with 34 years of experience in the financial industry. He has worked at LPL Financial for 30 years and operated Cimino Wealth Advisors, Inc. before joining Wealth Enhancement Advisory Services, LLC in 2018. He is involved in an investment-related LLC formed with bank board members to acquire and lease back a facility to a bank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized consulting services.

Rachael Nimmo is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at NewEdge Advisors and has previously held roles at Stifel Nicolaus & Co Inc and UBS Financial Services Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing multiple program structures and centralized due diligence supported by technology tools.

Marisa Sounde is a financial advisor with Eagle Strategies (NY Life) in Delavan, WI, holding Series 65 and Series 63 licenses and having 13 years of industry experience. She has held roles at Eagle Strategies, Sounde Financial Group, Nylife Securities LLC, and New York Life Insurance Co. Outside of her advisory work, she serves as Vice President on the board of the Geneva Lake West Chamber of Commerce and hosts a podcast titled "Shine Your Light - Finding Your Inner Voice." Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers various programs tailored to client objectives, emphasizing non-discretionary management and fiduciary responsibilities, within the integrated New York Life affiliate structure.

Nicole Cordonnier is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities for 10 years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

Melissa Beaumont is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at LPL Financial and Cimino & Associates before joining Wealth Enhancement in 2018. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation, active and passive management, and incorporates both quantitative and fundamental research, supported by an internal Investment Committee.

Michael Nimmo is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for nine years and UBS Financial Services Inc for four years. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and retirement consulting services, employing multiple program structures and emphasizing centralized due diligence and technology integration.

Eduardo Valdes is a financial advisor at TLG Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Bank of America, Merrill Lynch, and PNC Investments. Outside of his advisory role, he is also involved as a sole member of Strong Tower Advisors LLC and works as an Earned Value Analyst at Quest Global. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Their investment approach includes fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor client portfolios.

Maxwell Licary is a financial advisor at Commonwealth Financial Network with two years of industry experience. He previously worked at Strategic Wealth Management, OSAIC, Securities America, and Northwestern Mutual. Prior to his financial services career, he served six years in the Armed Forces. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Jonathan Eklund is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Oppenheimer in 2018, he worked for RBC Capital Markets Corporation for 10 years. Outside of his advisory role, Eklund serves as an at-large board member of the Lyric Opera of Chicago. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including both discretionary and non-discretionary management, with a notable emphasis on maintaining custody of client assets as a qualified custodian.

David Licary is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He is co-owner of Strategic Wealth Management and has worked at several firms including Securities America Advisors and Cetera Advisor Networks. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance, while offering access to various discretionary model portfolios and customized investment solutions.

Christian Nimmo is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co Inc and UBS Financial Services Inc. He is based in Janesville, Wisconsin. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Chad Demarre is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 13 years of industry experience and has worked with firms including NYLife Securities and Intandem Financial Strategies and Insurance Solutions, LLC, which he owns. Outside of advisory work, he hosts the Nimble Journey Podcast, an inspirational talk show focused on life experiences. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, often working with institutional sponsors within the New York Life affiliate structure.