David Keevins is a financial advisor at Crescent Grove Advisors with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, outsourced chief investment officer (OCIO) solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets and emphasizes customized investment policy statements and an asset-allocation approach combining long-term strategic and short-term tactical adjustments.

Mark Wolter is a financial advisor with Harbour Investments, Inc. and holds Series 63 and Series 66 licenses. He has 29 years of industry experience and has worked at firms including Beacon Wealth Advisors, LLC and Gradient Securities, LLC. Wolter serves as a volunteer board member for the Special Olympics Illinois Golf Outing, assisting with event planning and fundraising. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing a blend of fundamental and technical analysis to create customized strategies across various asset classes. The firm offers discretionary and non-discretionary portfolio management, model-based solutions, and works with multiple custodians and third-party managers.

Randall Cashmore is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Peace of Mind Private Wealth Management, FOUNDATIONS INVESTMENT ADVISORS, and Berthel Fisher and Company. He also operates Cashmore Investments, an independent venture he has maintained since 2009. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment process focused on tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Robert Hamer is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Asset Management Group LTD and Sunset Partners Capital Management, LLC. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of independent advisory representatives utilizing both bespoke and model portfolios.

Andrew Adams is a wealth advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at firms including Triad Advisors and Waddell & Reed Inc. He is based in Chicago, IL. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and plan sponsors. The firm uses a combination of internal management, affiliated platforms, and independent managers to construct portfolios focused on long-term fundamental analysis and offers ERISA-compliant services for retirement plans.

Bradley Steinman is a CFP® with five years of industry experience, currently with Waverly Advisors, LLC. He previously worked at StrategIQ Financial Group, LLC and Personal Financial Planning, Inc. Outside of advisory roles, he is involved with StrategIQ Tax and Business Services, LLC, which provides tax return preparation. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including investment management, financial planning, and multi-family office support.

John Michalak is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Harbour in 2026, he spent 15 years with both Chicago Investment Advisory Council and J.W. Cole Financial, Inc. Michalak has extensive experience in the sale of fixed insurance and annuity products through his prior role at Chicago Investment Advisory Council. 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.

Dwight Ower is a financial advisor with Integrated Advisors Network LLC, holding a Series 65 designation and 17 years of industry experience. He previously worked at Mitchell, Vaught and Taylor for 18 years before joining Integrated Advisors Network and Shields Capital Advisors in 2025. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches and often utilizes third-party sub-adviser platforms while providing ongoing portfolio oversight.

Brian Rosen is a financial advisor at Ritholtz Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has worked at Ritholtz Wealth Management since 2017. His prior roles include positions at RWM Insurance Services, LLC, Sheridan Road Advisors, LLC, Independent Financial Partners, and LPL Financial. Ritholtz Wealth Management advises a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance principles, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Robert Lopez is a CFP® and holds a Series 66 license, with nine years of industry experience. He currently works at Advisory Services Network and previously was employed at JP Morgan Securities LLC and Merrill. He is the owner of RL Wealth LLC, a service company unrelated to investment activities. Advisory Services Network is a large multi-team firm that provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services employing diverse investment strategies and flexible engagement models.

William Cunningham is a financial advisor with Saxony Capital Management, LLC, holding Series 63, 65, and 66 designations and 39 years of industry experience. He has been with Saxony Capital Management since 2017 and previously worked at USA Financial Securities. Outside of his advisory role, he is an author of non-fiction books. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and employs various investment strategies, including discretionary asset management, third-party manager due diligence, and both fundamental and technical analysis.

David Lehenbauer is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 credential and two years of industry experience. His work history includes roles at OSAIC, Triad Advisors, and Charles Schwab, among others. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios primarily focused on mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Mitchell Hamer is a CFP® with 11 years of industry experience, currently affiliated with Stratos Wealth Advisors LLC. His prior roles include positions at Kovitz Investment Group Partners, Kovitz Securities, and Asset Management Group LTD. Outside of his advisory work, he is a managing member of Intersectling Wealth, LLC, a registered investment advisory firm. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of mostly independent investment advisory representatives. The firm employs a range of advisory programs and leverages both affiliated and third-party subadvisers to deliver tailored investment solutions.

David Rogers is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 66 designations and has 27 years of industry experience. His prior work includes roles at LPL Financial and Greenbridge Strategies LLC. Outside of his advisory practice, he is involved with Jamieson Financial Services, where he assists investment advisors at Wells Fargo in designing and implementing life insurance solutions. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary investment management with financial planning and insurance advisory, supported by multiple platform providers and model portfolios.

Joseph Emme is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Purshe Kaplan Sterling Investments, The Pinnacle Financial Group, and Commonwealth Financial Network. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices, managing about $23.9 billion in assets. The firm offers coordinated wealth-management services with a focus on long-term, diversified portfolios supported by an internal Investment Management team and Investment Committee.

Anne Morrissy is a CFA® charterholder with 21 years of industry experience. She is currently with Gamco Asset Management Inc. and has been associated with Gabelli & Company, Inc. since 1999 and G.distributors, LLC since 2012. Gamco Asset Management Inc. provides discretionary investment management and sub‑advisory services to a diverse client base, including institutional investors, private clients, and less common categories such as sovereign wealth funds and banking institutions. The firm employs a value-driven investment process supported by fundamental research and offers a range of customized institutional and separate-account strategies.

Philip Telpner is a financial advisor at Lifeworks Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase & Co. and Morgan Stanley. Philip is also dually registered with Breakout Private Wealth LLC. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with risk-based models and employs factor-based and smart-beta equity strategies, ETFs, and third-party managers, while integrating tax and accounting capabilities within its corporate group.

Braden Monahan is a financial advisor with Simplicity Wealth in Lincolnshire, IL, holding a Series 65 credential and two years of industry experience. His prior roles include positions at Ehlert Financial Group and several engagements with the University of Illinois. In addition to his advisory work, he presents and explains life insurance policies as a registered insurance agent. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios monitored and rebalanced regularly, along with optional overlays like tax optimization and customized screening.

Michael Kreusch is a CFA® charterholder with seven years of industry experience. He is currently with First Advisors National, LLC and previously worked at Asylum Trading LLC, TD Ameritrade, Marquette Partners, and Celtic Trading LLC. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm oversees third-party money managers and supplements portfolios with advice on equities, ETFs, and mutual funds, typically managing accounts on a discretionary basis through tactical and strategic asset allocation.

Clay Hessel is a financial advisor at Alera Investment Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securian Financial Services, Minnesota Life, Triad Advisors, and GCG Financial. He is also involved in providing life insurance and protection solutions to clients. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a long-term, fundamentally driven investment approach and serves both retail investors and plan sponsors with discretionary portfolio management and ERISA-focused plan services.