Kent Alexander is a financial advisor with American Investors Company, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at American Investors Company since 2012 and also participates in insurance brokerage through Brady Harbord Payne Insurance Brokers. Outside of finance, Alexander is an artist who creates and promotes his own artwork. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary asset management, financial planning, 401(k) advice, and conducts evaluations of third-party money managers while operating as both a registered broker-dealer and SEC-registered adviser.

Jordan Bradford is a CFP®-designated financial advisor with 11 years of industry experience, currently with Harbour Investments, Inc. He has held roles at Money Concepts Capital Corp., The Tranel Financial Group, Burkholder Wealth Management, and 818 Capital Group. Outside of his advisory work, he is also an independent insurance agent. 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 investment management and advisory services utilizing various approaches tailored by individual advisors and approved third-party managers.

Ian Morrison is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Purshe Kaplan Sterling, Securities America Advisors, and Securities America, Inc. Outside of finance, he worked for Conscious Cup Coffee Roasters. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and consulting services, utilizing individualized asset-allocation approaches and various model-based platforms.

Mark Morrison is a CFP® with 34 years of industry experience, currently affiliated with OneAscent Financial Services LLC. He has previously worked at Securities America Advisors, Inc. and The Cornerstone Financial Group Inc. among others. He also serves as an elder at The Arising Church in Crystal Lake, where he is involved in counseling and preaching. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides asset management, financial planning, and consulting services using individualized asset allocation and model-based platforms, and offers specialized services including tax-overlay options and outsourced CIO and CCO support.

Caleb Thomas is a CFP®-certified financial advisor with six years of industry experience. He is currently with OneAscent Financial Services LLC and previously worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. Caleb also has experience assisting with financial planning and administrative tasks within his firm. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm utilizes individualized asset-allocation strategies and offers a range of services including discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and outsourced chief investment and compliance officer services.

Marina Peacock is a financial advisor at Regal Investment Advisors LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Bates Financial Advisors, Bates Securities, and Robert W. Baird. Outside of her advisory work, she is a partner in RPFab, LLC, a retail and online store business. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

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® professional with 26 years of experience in the financial advisory industry. He is currently with Regal Investment Advisors LLC and has previously worked at Bates Financial Advisors and related Bates entities for over two decades. Outside of his advisory work, he serves as a deacon at Grace Reformed Baptist Church, assisting with financial oversight and administrative matters. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios, utilizing various asset classes and strategies, with implementation managed by Regal under discretionary authority granted by financial advisers.

Shawn Rooney is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Facet since 2026. He previously worked at Ameriprise, Northwestern Mutual Wealth Management, Fidelity Investments, Raymond James, and Edward Jones. Outside of his advisory role, he is also employed as a rideshare driver for Uber and DoorDash. Facet serves individual members at various wealth levels through tiered, subscription-based financial planning and implementation services. The firm emphasizes holistic financial planning using a Total Financial Life Resources framework and offers discretionary asset-allocation programs primarily using ETFs, with a focus on fixed subscription fees rather than percentage-of-AUM charges.

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.

Dennis Anderson is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2013. He is also the owner of a grain and livestock farm in Viola, Illinois. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through fee-based wrap programs that incorporate both proprietary and third-party strategies.

David Reilly is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 22 years of industry experience. He has been with Benjamin F. Edwards & Co since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed internally and by third parties, supported by an in-house trading desk and an Investment Strategy Committee.

Joanna Geier is a CFP® professional with over 14 years of experience in financial advisory roles. She has worked at Mercer Global Advisors Inc. since 2019 and previously spent nine years at Jackson Financial Management. Outside of her advisory work, she consults on data entry for physical therapy visits at Tomson Rehab. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios using a range of investment vehicles and offers various related financial planning and consulting services.

James Wormley is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. He has been with Benjamin F. Edwards since 2013 and holds the Series 66 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement and investment management consulting, utilizing a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Adam Hawkins is a financial advisor with Principal Financial Services in Belvidere, Illinois, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Stephens Inc. and RSM, and he served in the U.S. Army from 2013 to 2017. Outside of advisory work, he is the President of the Belvidere Family YMCA Board and hosts a personal podcast featuring interviews with influencers in fitness, sports, and medicine. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Megan Anderson is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 license and has two years of industry experience. Prior to joining Benjamin F. Edwards, she worked at Golden Technology and Randstad Technologies. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, utilizing both discretionary and non-discretionary wrap programs with various model strategies monitored by an Investment Strategy Committee.

Robert Anderson is a CFP® with 27 years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC. He spent 22 years at Voyager Capital Management, LLC before joining Beacon Pointe in 2025. Anderson is involved in transitioning advisory business from his former firm following its acquisition. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

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.

Katharine Lois is a financial advisor at Benjamin F. Edwards & Company, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for six years before joining her current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of investment management and financial planning services through consolidated wrap programs that include both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Rachael Nickelsen is a CFP® and holds a Series 66 license with 12 years of industry experience. She currently works at Beacon Pointe Advisors, LLC and previously held roles at Voyager Capital Management, LLC and Raymond James Financial Services. Outside of financial advisory, she has a long history with Lake Geneva Cruise Line, where she was involved for 25 years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals and institutions. The firm employs a manager-focused investment approach using proprietary due diligence and asset allocation models.