Isaac Young is a financial advisor at Archford Capital Strategies, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at FICO and ByTheYard, as well as teaching at Jordan High School and Jordan Middle School. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and also offers specialized solutions such as options strategies and Market Participation Structured Products.

Jeffrey Waters is a financial advisor with CarsonAllaria Wealth Management, LTD., holding a Series 65 designation and six years of industry experience. His career includes roles at Northwestern Mutual and Cambridge Investment Research prior to joining CarsonAllaria in 2019. CarsonAllaria Wealth Management is a registered investment adviser serving individuals, trusts, estates, corporations, and retirement plan sponsors. The firm manages approximately $791.8 million using a quantitative, client-profile-driven approach and offers integrated discretionary wealth management alongside ERISA fiduciary services.

Laura Williams Lawrence is a financial advisor with Archford Capital Strategies, LLC, holding Series 63, 65, and 66 designations and having 10 years of industry experience. She has been with Archford Capital Strategies since 2016. Outside of her advisory role, she serves as treasurer for the nonprofit Boots on the Green and president of the Soccer Booster Club. Archford Capital Strategies provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation approach using a combination of independent managers, mutual funds, ETFs, and proprietary models, and offers specialized programs such as charitable distribution services and trustee-related offerings.

Mark Allaria is a financial advisor at CarsonAllaria Wealth Management, LTD. with 14 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, Mass Mutual Life Insurance Company, and Visionary Wealth Advisors. Outside of his advisory work, he is involved in servicing fixed insurance business as an agent. CarsonAllaria Wealth Management provides discretionary investment management, financial planning, and consulting to individuals, trusts, estates, corporations, and retirement plan sponsors. The firm manages approximately $791.8 million and combines traditional wealth management with ERISA fiduciary services, employing quantitative optimization and institutional share-class selection in its investment approach.

David Kurtz is a financial advisor at FRA Wealth Management LLC in O'Fallon, IL, holding a Series 65 designation. He has over 14 years of industry experience, including 12 years at Regions and 3 years with FRA Wealth Management. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm uses an open-architecture investment approach, combining passive and active strategies, and emphasizes client engagement and education.

Joseph Allaria is a CFP® professional with 13 years of industry experience. He has worked at CarsonAllaria Wealth Management, Ltd. since 2017 and previously held roles at Visionary Wealth Advisors, LLC and Mass Mutual Life Insurance Company. Outside of advisory work, he holds a licensed insurance agent designation. CarsonAllaria Wealth Management advises individuals, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, and consulting services. The firm uses a combination of quantitative models and traditional research, employs tax-sensitive techniques, and integrates third-party platforms such as Betterment to serve a broad range of clients.

Joseph Roosevans is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 10 years of industry experience. He is affiliated with FRA Wealth Management LLC in O'Fallon, Illinois, and has been president of Financial Resources of America, an insurance agency, since 1986. He also serves as president of FRA Trust, LLC, a trust representative office focused on estate planning. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, including high-net-worth clients. The firm uses an open-architecture investment model combining passive and active management, with services ranging from portfolio management to comprehensive financial planning.

Paul Alegnani is a CFA® charterholder with eight years of industry experience. He has been with Archford Capital Strategies, LLC since 2018 and previously worked at Bank of America, N.A. for nine years. Archford Capital Strategies serves a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and trustee-related services, employing a long-term, asset-allocation approach that incorporates a range of investment vehicles and proprietary models.

Tyler Hasty is a financial advisor at CarsonAllaria Wealth Management, LTD. with two years of industry experience. He previously worked at Cardinal Investment Advisors for five years and The Boeing Company for three years. In addition to his advisory role, he is a licensed life and health insurance agent. CarsonAllaria Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm manages approximately $791.8 million using a quantitative investment approach and offers a combination of discretionary wealth management and ERISA fiduciary services.

Christopher Cottone is a financial advisor with Integrity Investment Advisors, LLC in Glen Carbon, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes roles at LPL Financial LLC and National Planning Corporation. Outside of his advisory work, he is a commissioned notary in Missouri. Integrity Investment Advisors is a three-advisor registered investment adviser managing approximately $57.4 million in assets for individuals, families, trusts, nonprofits, pensions, and businesses. The firm offers in-house financial planning and portfolio management, employing a process that begins with a written financial plan and emphasizes diversification, cost control, and tax efficiency.

John Perry is a financial advisor with Archford Capital Strategies, LLC, holding a Series 65 designation and starting his advisory career in 2024. Before joining Archford, he worked in educational roles at Wake Forest University, Creighton University, and St. Louis University High School. Archford Capital Strategies serves individuals, including high-net-worth clients, as well as trusts, pension plans, charitable organizations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.

Timothy Dew is a financial advisor with FRA Wealth Management LLC, holding a Series 65 designation and four years of industry experience. Prior to joining FRA Wealth Management in 2022, he worked for eight years at Logistic Resource Solutions. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, utilizing an open-architecture investment model that combines passive and active managers and addresses a variety of financial planning needs including retirement and estate planning. The firm manages a large client base with a small advisory team and offers both discretionary and non-discretionary portfolio management.

Robert Reidelberger is a financial advisor with RDA Financial Network in O'Fallon, IL, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Visionary Wealth Advisors, LPL Financial, and The Roth Companies. Outside of financial services, he is a minority partner and investor in SourceNow LLC, a cybersecurity and IT consulting firm. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Jacob Hong is a financial advisor at Archford Capital Strategies, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Archford since 2014. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and offers specialized solutions including options strategies and Market Participation Structured Products.

Joseph Schmidt is a financial advisor at Archford Capital Strategies, LLC with a Series 65 designation and one year of industry experience. Prior to joining Archford, he worked with Hartford Athletic and Charleston Battery and has experience in collegiate and high school settings. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses with portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized, primarily long-term investment approach using various vehicles including independent managers, mutual funds, ETFs, and private placements, while also offering specialized solutions such as options strategies and Market Participation Structured Products.

Robert Freshour is a financial advisor at Markowski Investments with 17 years of industry experience. He has previously worked at Freshour Financial, Wealth Quest Planning, and Wedgewood Partners, Inc., where he has been associated since 1991. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $473.9 million in client assets and employs a combination of strategic asset allocation with tactical overlays in its investment approach.

Samuel Hanger is a CFP® and ChFC® with 12 years of industry experience. He has worked at Archford Capital Strategies, LLC since 2015 and held roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. from 2016 to 2023 and Private Client Services from 2023 to 2025. He serves on the Foundation Board of Finance Committee at Southern Illinois College of Belleville, overseeing investments and expenditures. Archford Capital Strategies provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses. The firm constructs customized portfolios using various investment vehicles and offers specialized services such as trustee-related offerings and charitable giving programs.

Robert Schlueter Jr. is a financial advisor at Archford Capital Strategies, LLC with 25 years of industry experience and holds a Series 66 designation. He has worked at Archford since 2013 and previously was with Purshe Kaplan Sterling Investments and Private Client Services. Archford Capital Strategies serves a broad range of clients including individuals, high-net-worth clients, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan advisory services. The firm uses a long-term, asset-allocation approach with customized portfolios composed of independent managers, mutual funds, ETFs, securities, REITs, options strategies, and proprietary models.

Michael Nichols is a financial advisor with FRA Wealth Management LLC in O'Fallon, Illinois, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Mutual of America, The Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Clearing Services LLC. Prior to his financial career, he had employment at The Sliced Pint and 54th Street Bar and Grill. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, with a focus on portfolio management and comprehensive financial planning. The firm uses an open-architecture investment model that integrates passive and active managers and offers access to trust and insurance products through affiliated companies.

Michael Wiedner is a CFP® and holds a Series 66 license with 12 years of industry experience. He currently serves at CarsonAllaria Wealth Management, LTD. and has prior experience with Purshe Kaplan Sterling Investments, Edward Jones, Merrill Lynch, and CBS Corporation. Wiedner also acts as a FINRA dispute resolution arbitrator. CarsonAllaria Wealth Management is a registered investment adviser serving individuals, trusts, estates, corporations, and retirement plan sponsors. The firm manages approximately $792 million on a discretionary basis, employing quantitative optimization and risk/return analysis to guide portfolios that include equities, ETFs, mutual funds, cash, and fixed income. The six-advisor team integrates traditional wealth management with ERISA fiduciary services for employer plans.