Alexander Marmitt is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at J.P. Morgan Securities, Robert Baird & Co., and Wintrust Investments. He is also a partner at Klestinski Rapp Marmitt Investment Counsel, where he is involved in investment management and financial planning. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment strategies through a range of portfolio management programs and incorporates fundamental, technical, and cyclical analysis while accommodating client-imposed restrictions.

Arthur Pedgrift III is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ausdal since 2009 and is also associated with Choices Brokerage since 1997. In addition to his advisory work, he is a self-employed insurance agent focusing on life, health, disability insurance, and fixed annuities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of investment strategies implemented on both discretionary and non-discretionary bases.

Todd Balber is a CFP® with over 31 years of experience in financial advisory services. He has been with World Equity Group, Inc. since 1997. Outside of his primary role, he is a co-owner and partner of B&R Financial, LLC, which provides financial planning and investment advisory services along with insurance products. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a risk-tolerance questionnaire to guide asset allocation and utilizes discretionary authority granted to third-party managers and representatives for portfolio management.

Steven Nivens is a CFP® professional with 37 years of experience in the financial services industry. He has been with Ausdal Financial Partners, Inc. since 2011. In addition to his advisory role, he is involved in outside insurance sales, including fixed life, health, and disability insurance, and provides referrals for Medicare and travel insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across a range of investment products.

Rikk Rodriguez is a financial advisor with VestGen Advisors, LLC, holding the ChFC® designation and Series 63 and 66 licenses, with 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Triad Advisors. He serves as a co-trustee of a living trust. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and uses third-party managers and affiliated funds to deliver its services.

Carlene Abraham is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 65 licenses and bringing two years of industry experience. She has previously worked at Money Concepts Capital Corp. and currently maintains roles with The Tranel Financial Group and 818 Capital Group, LLC. Outside of her primary advisory work, she has experience as 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 portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisers and approved third-party managers.

Thomas Riley is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Lincoln Investment Planning since 2013 and previously spent nine years at Legend Advisory, LLC, along with a year at Benchmark Capital Group Ltd. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Eric Cima is a financial advisor at Harbour Investments, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Money Concepts Capital Corp for over 30 years. In addition to his advisory roles, he is a salaried employee of 818 Capital Group, LLC and is also an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to a diverse clientele, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies, offering a range of portfolio management options and model-based solutions.

Joshua Glorch is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. He has worked at NorthRock Partners since 2019 and previously spent three years at Ameriprise Financial Services, Inc. He holds the Series 63 and Series 65 licenses and maintains current Illinois insurance licensure. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and periodic rebalancing while integrating private market allocations and utilizing AI tools alongside human oversight.

Elana Feigenblatt is a financial advisor with PKS Advisory Services, LLC in Schaumburg, IL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior experience includes roles at CL Wealth Management LLC, Cabot Lodge Securities LLC, Barclays Capital Inc., and Lehman Brothers Inc. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm tailors portfolios based on client profiles and employs strategies involving mutual funds, ETFs, individual securities, independent managers, and alternative investments, utilizing third-party models and conducting ongoing monitoring and reviews.

Jeffrey Scheider is a financial advisor with VestGen Advisors, LLC, holding the CFP® and ChFC® designations and over 28 years of industry experience. His career includes roles at LPL Financial, Sequoia Wealth Management, Triad Advisors, and Private Client Services. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base that includes individuals, high-net-worth clients, small businesses, and institutional entities. The firm utilizes a combination of centralized portfolio construction and advisor-level relationship management, supported by third-party managers and proprietary strategies.

William Yocius Jr. is a financial advisor at Integrated Advisors Network LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Shields Capital Advisors Inc. and Mitchell, Vaught & Taylor, Inc. In addition to his advisory role, he provides insurance advice to individual clients. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and frequently utilizes third-party sub-advisers while offering a range of portfolio management and financial planning services.

Joey Bunton is a financial advisor at Harbour Investments, Inc. with nine years of industry experience. He has previously worked at firms including Money Concepts Capital Corp. and NYLIFE Securities LLC. Outside of his advisory role, Bunton is an independent insurance agent and is involved with 818 Capital Group, a customer service and payroll company. Harbour Investments serves a diverse client base including individual, trust, pension, and corporate clients. The firm offers a range of portfolio management and financial planning services utilizing various investment approaches tailored by individual advisors and approved third-party managers.

Elliot Yablun is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 designations and offering 33 years of industry experience. He has been with World Equity Group since 2014 and is also the owner of Shiggies Vinyl, a business that involves buying and selling vinyl records online. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm offers managed portfolios using discretionary portfolio management combined with financial planning and access to third-party money managers.

John Dorn is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at Robertson Stephens since 2024 and previously spent 11 years at CAFG Wealth Management. Dorn prepares tax returns during tax season from his residence and is a licensed insurance agent authorized to offer life, accident, and health insurance. Robertson Stephens Wealth Management serves individual clients, families, trusts, charitable organizations, and retirement plans, offering portfolio management, financial planning, tax and estate planning, and access to public and private funds. The firm combines advisor guidance with centrally developed model portfolios and oversight by an Investment Office and Committee.

Joseph Lyons is a financial advisor with VestGen Advisors, LLC, holding the CFP® and ChFC® designations and bringing 28 years of industry experience. His career includes roles at Triad Advisors, LPL Financial, and Sequoia Wealth Management. Lyons is also involved in nonprofit work as a board member of Big Brothers Big Sisters of McHenry County and directs educational seminars through the Capital Financial Education Group. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and serves a diverse client base including other advisers, institutions, and government entities.

Alexander Klaas is a financial advisor at Gladstone Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services before joining Gladstone and LPL Financial in 2021. Klaas maintains involvement in a personal fiduciary role as trustee of a family trust. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Elias Friedman is a CFP® with 33 years of industry experience, currently affiliated with Mariner Independent. His prior experience includes eight years at Wells Fargo Clearing. Outside of his advisory role, he owns and operates a small business selling inflatable products and towels. Mariner Independent serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning and portfolio management through a network of advisors using model portfolios and customized strategies, supported by a range of investment tools and affiliated businesses.

Ryan Alexander is a financial advisor at Sound Income Strategies, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, TD Ameritrade, Merrill, and PNC. Alexander is also involved in Crystal Lake Tax and Financial, where he provides investment advisory and fixed insurance services. Sound Income Strategies serves a diverse client base including individuals, corporations, pension plans, and other advisors, offering asset management, financial planning, ERISA plan services, and sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies, actively managing portfolios through fundamental and technical analysis while incorporating third-party managers and ETF portfolio management.

Ryan Anderson is a Series 65-licensed advisor with Wealth Management, based in Mundelein, IL, and has eight years of industry experience. Prior to joining Wealth Management, he worked at PPG for two years and has served as an Accounting Manager at Accounting Freedom, a CPA firm, where he has been employed since 2017. His role at Accounting Freedom involves accounting and tax responsibilities. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, providing discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and a long-term, buy-and-hold investment approach.