Duane Stevens is a financial advisor at Alera Investment Advisors, LLC with over 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at firms including Triad Advisors, Inc., Minnesota Life, and Securian Financial Services. Stevens is also involved with GCG Financial, where he provides fixed business products such as long-term care and disability insurance. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a combination of internal management, affiliate platforms, and independent managers, focusing on diversified portfolios with a long-term investment approach and provides comprehensive ERISA-related services for retirement plans.

Nicholas Kochanski is a financial advisor at Crescent Grove Advisors with 23 years of industry experience. He holds a Series 66 designation and has been with Crescent Grove Advisors since 2015. 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 offers financial planning, trust and estate planning, tax and insurance consulting, and discretionary portfolio management across a range of investment types, following a client-specific investment policy statement and an asset-allocation framework overseen by an investment committee.

Gail Kaczmarowski is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with three years of industry experience. She holds the Series 66 designation and has previous work experience at M-G Financial, Inc. and PricewaterhouseCoopers. Kaczmarowski also operates Kaczmarowski & Haas Accounting Group LTD, providing tax preparation, advisory, and accounting services. Berthel, Fisher & Company Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a network of independent investment adviser representatives. The firm delivers advice via multiple platforms and models tailored to client needs, including discretionary and non-discretionary management and third-party money manager arrangements.

Kyle Holben is a financial advisor at Alera Investment Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Triad Advisors, New York Life Insurance Company, and Nylife Securities LLC. Outside of finance, he is a co-owner of an automotive detailing business. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension-consulting platforms in its advisory services.

Shaun Eck is a financial advisor at Realta Investment Advisors, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Private Wealth Services, Bank of America, Merrill, and Cetera Investment Services. Outside of his advisory role, he is the owner of Quantas Group, LLC, which provides marketing and advisory services related to tax benefits through life insurance products. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm employs a comprehensive investment approach utilizing asset allocation across multiple asset classes and provides services such as portfolio management, retirement plan consulting, and estate planning.

Mitchell Prosk is a financial advisor at Crescent Grove Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with Crescent Grove Advisors since 2015. The firm serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory across discretionary and non-discretionary mandates. Crescent Grove manages approximately $5 billion in client assets and employs a customized investment process that combines long-term strategic allocations with tactical adjustments, supported by a dedicated investment committee.

Lee Nysted is a financial advisor at Seacrest Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Seacrest Wealth Management since 2015. Outside of his advisory role, he operates an online music sales business. Seacrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses with comprehensive financial planning and investment management. The firm employs a customized, long-term investment approach that integrates fundamental and technical analysis and utilizes artificial intelligence tools alongside human oversight.

Ethan Rosenbloom is a CFP® professional with eight years of experience in the financial services industry. He is a wealth advisor at Alera Investment Advisors, LLC, where he has worked since 2017. Prior to that, he held roles at Triad Advisors, Inc., Securian Financial Services Inc, and Discovery Group. Outside of his advisory work, Rosenbloom has also worked as a delivery driver for food delivery services. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutions. The firm uses a primarily long-term, fundamental-analysis approach with portfolios constructed from mutual funds, ETFs, individual equities, and fixed-income securities, serving as a fiduciary to its clients.

Steven Mogul is a financial advisor at Arete Wealth Advisors, LLC with 29 years of industry experience. He previously worked at UBS Financial Services for 17 years and at Miramar Capital for 3 years. He serves on the board of the Ann & Robert H. Lurie Children’s Hospital Children’s Research Fund. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it employs third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Robert Freeman is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds the Series 66 designation and has worked previously at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Freeman volunteers with the North Suburban Synagogue Beth El, supporting a men’s community group. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and provides model portfolios with ongoing monitoring and rebalancing, alongside technology and operational support for other advisers.

Ian Barr is a CFP®-designated financial advisor at Pure Financial Advisors, LLC with 18 years of industry experience. His prior roles include positions at Morgan Stanley and Fisher Investments. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using modern portfolio theory and offers comprehensive services including discretionary portfolio management, 401(k) consulting, and donor-advised fund solutions.

Michael Clark is a CFP® with 49 years of industry experience, affiliated with M Holdings Securities, Inc. He has held roles at M Holdings since 2001 and has been with Jamieson Financial Services, LLC since 2011. Clark also operates M.W. Clark & Company, focusing on the sale and service of non-variable financial products. He serves on the Finance Council at Our Lady of Peace Parish and is a member of the Diocesan Finance Council, providing volunteer financial advisory support. M Holdings Securities, Inc. provides a range of advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other business entities through a network of independent firms and professionals. The firm offers investment management, retirement plan consulting, financial planning, and insurance advisory, using both discretionary portfolio management and third-party sub-advisors.

Michele Hansen is a financial advisor at Latitude Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Latitude Advisors since 2021, previously spending six years at Starcom Worldwide. Hansen also maintains roles with Jeffrey Lasky Financial Services, LLC and GWN Securities Inc., and is a licensed life insurance producer. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Alec Riss is a financial advisor with SB Advisory, LLC, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Edward Jones and Marco Technologies. SB Advisory, LLC is a multi-team SEC-registered firm with 34 advisors managing approximately $1.1 billion for individuals, businesses, and retirement plans. The firm emphasizes non-discretionary advice, utilizing mutual funds, ETFs, individual equities, and third-party managers with a combination of fundamental, technical, and qualitative analysis.

Gigi Verrey is a financial advisor at Alera Investment Advisors, LLC with 33 years of industry experience. She holds the ChFC® and Series 63 designations. Her career includes roles at Securian Financial Services, Minnesota Life Insurance Company, Triad Advisors Inc., and Gcg Financial, Inc. Outside of her advisory work, she is the author of the book *Okay, So I Got Fat* and owns Very Smart Ideas, LLC, a website selling inventions and household gadgets, and she also participates in acting and sponsored social media advertising. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. 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, while also offering ERISA-focused services for retirement plans.

Tancuong Trandai is a Series 66 licensed advisor with 15 years of industry experience, currently practicing at CreativeOne Securities, LLC since 2026. He previously worked at Brokers International Financial Services for 13 years. In addition to his advisory role, Trandai serves as a project manager for Peapod Digital Labs, where he manages cross-functional teams and project delivery. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, employing fundamental and cyclical security analysis alongside proprietary asset allocation models.

Mitchell Ratnow is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Securian Financial Services, Inc. and Minnesota Life Insurance Company, where he worked for 27 years, as well as positions at Triad Advisors, Inc. and GCG Financial. Ratnow is also involved with GCG Financial, providing fixed business services including long-term care, property casualty, disability insurance, and group benefits. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and retirement plans. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios with a long-term focus, and provides comprehensive ERISA-related plan services to plan sponsors.

Stuart Lasky is a financial advisor at Latitude Advisors, LLC with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Latitude Advisors in 2015, he was associated with GWN Securities, Inc. Since 2013, he has also worked as a marketing assistant for Jeffrey Lasky Financial Services LLC and holds a life and health insurance producer license. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a blend of model-based and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with ongoing portfolio oversight.

Jeremy Joseph is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently with Simplicity Wealth and Protected Tomorrows, joining both firms in 2024. His prior experience includes roles at Savant Wealth Management, Huber Financial Advisors, TD Ameritrade, and Fidelity Brokerage Services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios, third-party manager oversight, and a managed account platform with various customization and tax-related options.

William Paddor is a financial advisor at Vanderbilt Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Moloney Securities Asset Management LLC and Arlington Insurance. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and integrates retirement-plan and benefits services with advisory offerings, using a combination of fundamental, technical, and charting analysis tailored to client objectives.