Eric Fields is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with NFSG Corporation and NewBridge Securities Corporation since 2010. Outside of his advisory role, he is involved with H&B Fields Inc., a distribution and delivery business. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm provides tailored portfolio management and financial planning using a range of investment strategies and often employs third-party asset managers to meet client objectives.

Jeffrey Lasky is a financial advisor at Latitude Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Latitude Advisors and GWN Securities since 2009. In addition to his advisory role, he is an independent insurance agent specializing in fixed and health insurance and owns Jeffrey Lasky Financial Services LLC, a holding company for his related activities. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental and quantitative analysis, managing most client relationships on a discretionary basis.

Brent Novoselsky is a financial advisor at Alera Investment Advisors, LLC with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at OSAIC, Triad Advisors, GCG Financial, and Securian Financial Services. Outside of his advisory work, he serves as co-chair of the scholarship program for Bnai Brith Sports Lodge, participates as vice president of the former NFL Players Association Chicago chapter, and acts as an ambassador for American Football in Israel. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, businesses, and institutions. The firm employs a long-term investment approach using internal management, affiliate platforms, and independent managers, while offering ERISA-focused services for retirement plans.

Sanders Dargan is a financial advisor at Crescent Grove Advisors with eight years of experience in the industry. He holds a Series 65 designation and previously worked at Rappaport Reiches Capital Management and Chalet Landscaping, Nursery & Garden Center. Crescent Grove Advisors provides integrated wealth management, family office, and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, family offices, and institutional clients. The firm’s approach includes financial planning, trust and estate planning, tax and insurance consulting, and discretionary portfolio management with a focus on client-specific investment policy statements and an asset-allocation framework overseen by an investment committee.

Kimberly Spence is a CFA® charterholder with nine years of industry experience. She has worked at Merit Financial Advisors since 2026 and previously held roles at Savant Wealth Management, Savant Capital Management, and Huber Financial Advisors. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services, emphasizing long-term, diversified portfolios managed through centrally overseen models, with flexibility for advisor customization.

Mark Garapolo is a financial advisor at MissionSquare Retirement with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with ICMA-RC Services, LLC since 1995. Mark is based in Libertyville, Illinois. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services, including Guided Pathways Advisory Services that offer both discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Benjamin Pahl is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Money Concepts Capital Corp and The Tranel Financial Group. He is also president and investment advisor at Liberty One Investment Management, where he spends the majority of his time, and is involved with 818 Capital Group, a customer service and payroll company. Harbour Investments provides investment advisory and financial planning services to a diverse client base, 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 and offers model-based solutions through a subscription platform.

Austin Righeimer is a CFP® and CFA® affiliated with NorthRock Partners, LLC, with two years of industry experience. His prior work includes roles at Beacon Pointe Advisors, Northern Trust, Anixter, and Duff & Phelps. 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 emphasizing asset allocation, diversification, and periodic rebalancing, incorporating private market allocations and AI-supported tools, while maintaining human oversight.

Robert Karstenson is a financial advisor with Ausdal Financial Partners, Inc., holding Series 65 and Series 63 designations and bringing 11 years of industry experience. He has been with Ausdal Financial Partners since 2014 and also operates Karstenson Financial Services. In addition to his advisory role, he is an insurance sales agent focusing on life, health, and accident insurance. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored at the advisor level and accounts managed on discretionary or non-discretionary bases.

Brent Griffin is a financial advisor at Spire Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Merrill Lynch, PNC Investments, and JP Morgan Securities. Outside of his advisory role, he owns The Soap Boxx Company, which manages his household product invention, and serves on the board of the Legacy Reentry Foundation. Spire Wealth Management serves individuals, corporations, trusts, and retirement plans, providing discretionary and non-discretionary portfolio management along with manager-of-managers arrangements. The firm employs a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised approaches to manage approximately $4.5 billion in assets across more than 6,100 clients.

John Fisher is a financial advisor with Alera Investment Advisors, LLC, holding the CFP® and Series 66 designations and bringing 15 years of industry experience. His career includes roles at OSAIC, Triad Advisors, Minnesota Life Insurance Company, and Securian Financial Services. He is also involved with GCG Financial, providing fixed insurance products to clients. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm uses a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term approach.

Ryan Birch is a CFP® professional with 24 years of industry experience. He has been with Kingsview Wealth Management, LLC and Kingsview Partners, LLC since 2025, following a 23-year tenure at Edward Jones. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management, model strategies, and access to third-party managers and alternative investments.

Ross Cohen is a CFP® with 12 years of industry experience. He currently serves at Ritholtz Wealth Management and Bartlett Wealth Management, having also worked at Ausdal Financial Partners, Nadler Financial Group, and B.C. Ziegler and Company. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients through comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance, using diversified, low-cost ETFs alongside tactical overlays and alternative investments where appropriate, and offers both advisor-led and digital platforms for portfolio management.

Jaime Herrera is a financial advisor at Alera Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Securities LLC and B. Riley Wealth Management. Herrera currently serves as a senior investment service coordinator within the Alera Group. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management and ERISA-focused plan services, utilizing a combination of internal management, affiliate platforms, and independent managers with a long-term investment orientation.

James Barnash is a CFP® with over 31 years of industry experience, currently serving at Invst, LLC since 2025. His prior roles include positions at Ns Capital, LLC and several other advisory and tax-related firms. Outside of his advisory work, he has been involved in tax accounting and insurance services since 1988. Invst, LLC provides financial planning, consulting, investment management, and retirement plan services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and employs a multi-disciplinary investment approach that combines fundamental, technical, and cyclical analysis.

Erich Fischer is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at The Tranel Financial Group and 818 Capital Group, LLC. Fischer also has experience with a customer service and payroll company where he worked part-time. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and various investment platforms with approaches that range from fundamental and technical analysis to modeling and macroeconomic strategies.

Alex Schoenbrun is a financial advisor with Lifemark Securities Corp. and holds a Series 66 designation. He has 2 years of industry experience and has been with Lifemark Securities since 2013. In addition to his advisory role, he is also involved with Midwest Benefit Consultants, Ltd., where he works as an independent insurance agent and pension administrator, focusing on life, disability, long-term care, and group insurance, as well as fixed annuities and 401(k) profit-sharing plan design and servicing. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors. The firm offers customized investment solutions including Unified Managed Accounts, Separately Managed Accounts, and other portfolio management programs, with a suitability-driven approach and accounts managed on either a discretionary or non-discretionary basis.

Michael Gregory is a financial advisor with Advisory Solutions Group, holding Series 65 and Series 63 licenses and bringing 40 years of industry experience. His prior roles include positions at Gladstone Wealth Partners, LPL Financial LLC, and J.P. Morgan Securities. Outside of advisory work, he serves as a FINRA arbitrator. Advisory Solutions Group operates as a team firm serving retail clients through financial planning, consulting, and portfolio management, while also providing back-office and turnkey services to other registered investment advisory firms. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies.

Mary Heil is a financial advisor at Simplicity Wealth with seven years of industry experience. She holds a Series 65 designation and has previously worked at Ehlert Financial Group and Protected Tomorrows. Outside of her advisory role, she serves as a Corporate Operations Manager at Protected Tomorrows and holds a Notary Public Commission. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as technology and operational services for other advisers through its managed account platform.

Michael Goldenberg is a CFP® with 20 years of industry experience, currently serving at Belpointe Asset Management LLC since 2025. His prior roles include positions at Cetera and MB Financial. Outside of his advisory work, he is a board member of the Jewish United Foundation and an author. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement consulting. The firm uses a variety of investment strategies tailored to client objectives and supports a range of affiliated businesses and product sponsorships alongside its advisory services.