Tyson Ray is a CFP® professional with 28 years of experience in the financial services industry. He is currently with FORM Wealth Advisors, LLC, where he has worked since 2014, and was previously affiliated with Raymond James Financial Services, Inc. He is the founder and chairman of the board of Children’s World Impact, a nonprofit organization focused on community service and mission trips. Tyson is also an author and consultant promoting financial philosophies through his work with The Total Relationship. FORM Wealth Advisors, LLC is a team-based firm serving individual clients, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and offers discretionary portfolio management, event-driven financial planning, and retirement plan consulting, with an emphasis on client education and fiduciary responsibility.

Thomas Rowe is a financial advisor with Geneva Partners, LLC who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Geneva Partners since 2017 and previously held positions at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. Additionally, he operates an insurance agency and tax preparation business as a sole proprietor. Geneva Partners provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance, and offers continuous account monitoring.

Dean Schwefel is a financial advisor at Geneva Partners, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Geneva Partners since 2016. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for around 550 clients. The firm serves individual clients, charitable organizations, and retirement plans, using a combination of fundamental and technical analysis to implement discretionary investment strategies.

Scott Farrow is a financial advisor at Geneva Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Geneva Partners since 2016. Farrow is also the owner of Farrow & Associates, a CPA firm where he provides accounting services. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients, including individual investors, charitable organizations, and retirement plans. The firm uses both fundamental and technical analysis to implement discretionary investment strategies tailored to client needs.

Cary Kornick is a financial advisor at Journey Advisory Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Herr Investment Group LLC and Monere Investments, Inc. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with strategic asset allocation and uses a variety of analysis methods and instruments, managing approximately $1.47 billion in assets.

Alec Riss is a financial advisor at SB Advisory, LLC with eight years of industry experience. He previously worked at Edward Jones for seven years and at Marco Technologies for two years. Alec holds the Series 66 designation. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, offering portfolio management, various financial planning services, and access to third-party managers and model portfolios, primarily providing advice on a non-discretionary basis.

Valerie Lamp is a financial advisor with Geneva Partners, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Geneva Partners since 2010. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients. The firm offers discretionary investment supervisory services and individual portfolio management for a range of clients, including individual investors, charitable organizations, and retirement plans.

Steven Schwefel is a financial advisor at Geneva Partners, LLC with 43 years of industry experience. He has been with Geneva Partners since 2010. Schwefel holds Series 63 and Series 65 licenses. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients, including individual, charitable, and retirement plan accounts. The firm provides discretionary investment supervisory services and individual portfolio management, using both fundamental and technical analysis to implement tailored long- and short-term strategies.

Brayden Zettle is a CFP® professional with four years of experience in financial advising. He is currently with Form Wealth Advisors, LLC, where he has worked since 2021, and previously held positions at Raymond James Financial Services. Form Wealth Advisors, LLC serves individual clients, trusts, business entities, and retirement plans with investment advisory and wealth management services. The firm employs a rule-based investment process tailored to client goals and offers services including discretionary portfolio management, event-based financial planning, and retirement plan consulting.

Michael Niemczyk is a financial advisor with Capital Advisor Network, holding Series 63 and Series 66 designations and 26 years of industry experience. He has operated Michael Niemczyk Associates, Inc. since 2001 and is also involved with MLN Retirement Planning & Tax Planning, Inc. In addition to his advisory roles, Niemczyk participates as a member and educator with the nonprofit Society of Financial Awareness, providing financial education through community classes and workshops. Capital Advisor Network serves individual and high-net-worth investors, institutions, charitable organizations, trusts, and employer-sponsored retirement plans. The firm applies a tactical investment approach utilizing data analytics and algorithmic signals, offering both discretionary and non-discretionary management across various asset classes while accommodating client-specific restrictions.

Lucas Kuchenberg is a CFP® with 28 years of industry experience. He is currently an advisor at Form Wealth Advisors, LLC, where he has worked since 2014, following prior experience at Wells Fargo Clearing. Form Wealth Advisors is a team-based SEC-registered RIA managing over $1 billion and serving individual and high-net-worth clients, trusts, business entities, and retirement plans. The firm provides holistic financial planning, discretionary portfolio management, and 3(38) retirement plan consulting, using a fiduciary, client-specific approach supported by an investment policy statement and various analytical methods.

Adam Kierzek is a CFP® professional with two years of industry experience, currently serving at FORM Wealth Advisors, LLC in Lake Geneva, WI. His prior work includes roles at Raymond James Financial and Raymond James Financial Services, Inc. Outside of financial advising, his background includes experience in education and construction. FORM Wealth Advisors, LLC provides investment advisory and wealth management services to individuals, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and offers services such as discretionary portfolio management, event-based financial planning, and retirement plan consulting.

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.

Rachel Hook is a financial advisor with Harbour Investments, Inc. She holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Harbour in 2023, she worked with Gradient Securities, LLC and Beacon Wealth Advisors, LLC. She is also an independent insurance agent. Harbour Investments serves a diverse client base that includes individual investors, trusts, pension and 401(k) plans, as well as institutional and corporate entities. The firm offers a variety of portfolio management and financial planning services, employing multiple investment approaches tailored by individual advisors and third-party managers.

Rob Kubik is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2025, and as a Financial Consultant at the same firm from 2016 to 2021. Before joining Fidelity Investments, Rob was a Financial Advisor at Edward Jones from 2014 to 2016. Rob specializes in helping clients maximize their workplace benefits, build wealth, and plan for retirement with a focus on tax-efficient investing. He employs a holistic approach to financial planning, aiming to create intentional and well-structured financial strategies. [No information was provided regarding Rob's education, credentials, personal interests, or community involvement.]

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.

Donna Adams is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior work includes roles at OneAmerica Securities and American United Life for 11 years. She is involved with several community organizations, serving as an owner and board member of DamYak Challenge LTD and Paradise Charitable Foundation, and as a board member of BREAK Crystal Lake Teen Center and the Chain-O-Lakes Chamber. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform focused on institutional clients rather than direct relationships with end investors.

Suzuanne Foster is a CFP® and holds a Series 66 license with 22 years of industry experience. She has worked at OneAscent Financial Services LLC since 2021 and previously spent 16 years at Ameriprise Financial Services, Inc. Foster serves as an election poll worker in her community. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers customized asset management, financial planning, and consulting services through advisor teams and utilizes various model-based and overlay management platforms.

Chris Morgan is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Harbour in 2023, he worked at Beacon Wealth Advisors, LLC and Gradient Securities, LLC, among others. Outside of his advisory role, Morgan is involved in tax preparation services as a partner at Beacon Advisors LLC dba Beacon Tax Advisors. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers both discretionary and non-discretionary portfolio management along with financial planning and access to various investment platforms and strategies.

Alexus Patterson is a financial advisor at William Joseph Capital Management, Inc. with Series 63 and Series 65 licenses. Patterson has prior experience at Merrill, where they worked for six years, and has been involved in the restaurant industry through roles at Greenwoods Restaurant and Lettuce Entertain You’s Big Bowl. Additionally, Patterson is associated with Unified Companies. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management with financial planning and offers ERISA plan consulting and fee-based insurance product services.