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 five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling and Securities America Advisors. Outside of finance, he previously worked with Conscious Cup Coffee Roasters. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm provides asset management, financial planning, Unified Managed Account solutions, consulting, and back-office support, utilizing individualized asset-allocation strategies 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® 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.

Marilee Engelman is a financial advisor at Creative Financial Designs, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with Transamerica Financial Advisors, Inc. Outside of finance, Engelman has teaching experience as a substitute teacher and daycare educator with several early childhood programs and public schools. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management and financial planning. The firm uses asset-class model allocations across five risk objectives and offers services such as Biblically Responsible Investing, held-away account management, and flexible advisory billing arrangements.

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.

Marisa Sounde is a financial advisor with Eagle Strategies (NY Life) in Lake Geneva, WI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been affiliated with Eagle Strategies since 2023 and founded Sounde Financial Group in 2016. Outside of her advisory work, she serves as Vice President on the board of the Geneva Lake West Chamber of Commerce and hosts the podcast "Shine Your Light – Finding Your Inner Voice." Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and operates primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Dennis Anderson is a CFP® professional with 34 years of experience in the financial industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2013, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. In addition to his financial advisory work, he owns and operates a grain and livestock farm in Viola, Illinois. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a wide range of clients, offering services including financial planning, investment management, and retirement plan consulting through a team of more than 500 advisors.

David Reilly is a Series 66-credentialed advisor with 22 years of experience, currently with Benjamin F. Edwards & Company, Inc. since 2013. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth clients, and institutional entities. The firm offers a range of services such as wrap-fee advisory programs, financial planning, and investment management consulting, utilizing both proprietary and third-party strategies.

Joanna Geier is a CFP® with two years of industry experience, currently working at Mercer Global Advisors Inc. She previously spent nine years at Jackson Financial Management. Outside of her advisory role, she consults on physical therapy data entry for Tomson Rehab. Mercer Global Advisors serves individuals, families, small business owners, foundations, and non-profits, offering a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and implements portfolios through a mix of low-cost ETFs, index funds, separate account managers, and private funds.

James Wormley is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and over 22 years of industry experience. He has worked at Benjamin F. Edwards since 2013, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that utilize proprietary strategies and third-party models.

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 Series 66 licensed financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. She previously worked at Golden Technology and Randstad Technologies. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, and various institutional clients through over 500 advisors. The firm offers a range of services including financial planning, retirement plan consulting, investment management, brokerage services, and M&A advisory, utilizing both proprietary and third-party strategies.

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.