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 ChFC® with 14 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior experience includes roles at Wells Fargo Advisors and Triad Advisors. He is also a co-trustee of a living trust. VestGen Advisors, LLC manages approximately $6.66 billion for a diverse client base, offering discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services. The firm employs a mix of fundamental, technical, and quantitative analysis combined with modern portfolio theory, serving both individual and institutional clients.

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.

Charles Kiker is a CFP® with 32 years of industry experience, currently serving as an advisor at VestGen Advisors, LLC. He previously worked at Commonwealth Financial Network for 10 years and has been involved with Ek&A for over two decades. Outside of his advisory role, he owns a business that sells life, disability, long-term care insurance, and fixed annuities, and he serves as a trustee for an irrevocable life insurance trust. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with a range of investment management, financial planning, and retirement plan services, utilizing a combination of client-specific goal setting and various analytical methods.

Elana Feigenblatt is a financial advisor at CL Wealth Management LLC in Schaumburg, IL, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CL Wealth Management since 2013. She also maintains an affiliation with Cabot Lodge Securities LLC. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies using fundamental and technical analysis, custom model portfolios, and regular monitoring.

Jeffrey Scheider is a financial advisor at VestGen Advisors, LLC with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial, Sequoia Wealth Management, and Triad Advisors. Outside of his advisory role, he is involved in identifying insurance needs and servicing annuity and insurance products. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering a range of services including discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers.

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.

Joseph Lyons is a financial advisor at VestGen Advisors, LLC with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial, Triad Advisors, and Sequoia Wealth Management. Lyons serves as a director for the nonprofit Capital Financial Education Group, where he organizes and teaches education seminars, and is a board member of Big Brothers Big Sisters of McHenry County. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

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® professional with 33 years of industry experience, currently affiliated with Mariner Independent. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he owns and operates a business selling inflatable products and towels. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s platform offers access to model portfolios, third-party managers, and retirement plan solutions, supported by affiliations with institutional and retirement plan resources.

Emad Pervez is a financial advisor at Jaffe Tilchin Investment Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Jaffe Tilchin, he worked at Farther and Nama Private Wealth and has academic experience from Midwestern University and Case Western Reserve University. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, financial planning, institutional consulting, and private placement investment services. The firm manages accounts on discretionary and non-discretionary bases and provides specialized private fund operational services alongside its role as adviser to a performance-fee pooled investment vehicle.

Trent Fifield is a CFP® with 22 years of industry experience, currently with NorthCoast Asset Management LLC. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, and Charles Schwab. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional, and intermediary clients. The firm uses a quantitatively driven, systematic process for investment decisions and offers a broad range of strategies including strategic asset allocation, equity and fixed income, options/defined-outcome overlays, and alternative interval funds.

Jonathan De Moss is a CFP® and CFA® with 11 years of experience in the financial services industry. He is currently with Mission Wealth Management, LP and has held prior roles at Advance Capital Management, Inc., Foreside Fund Services, LLC, Innovator Capital Management, LLC, and Invesco Advisers, Inc. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families. The firm offers customized, long-term strategies using a range of investment vehicles and serves entities including pension plans and endowments.

Paul Knier is a financial advisor with CL Wealth Management LLC in Big Lake, MN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with CL Wealth Management since 2011 and also works with Cabot Lodge Securities. Outside of his advisory roles, Knier serves as the mayor of Big Lake, MN. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis with a focus on both discretionary and non-discretionary management.

Bradley Saurbaugh is a financial advisor at Harbour Investments, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked previously at J.W. Cole Financial, Inc. and various insurance carriers associated with W&R Insurance Agencies. He is also engaged in insurance sales through Chicago Investment Advisory Council, Inc. as a financial associate. Harbour Investments serves a diverse client base including individual clients, trusts, pension and 401(k) plans, and institutional and corporate entities, offering portfolio management, financial planning, and various managed account solutions. The firm utilizes a range of investment approaches through individual advisers and third-party managers, and provides multiple execution pathways for clients.

Richard Babjak Jr. is a financial advisor at Summit Financial, LLC with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Summit Financial in 2024, he worked at Midway Wealth Partners, LLC and World Equity Group, Inc. He is also involved in a separate business venture, Arlington Ventures. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services.

Christopher Dallas is a financial advisor at World Equity Group, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with World Equity Group since 2011. 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 business entities. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Frank Griseta is a financial advisor with Focus Financial and holds a Series 66 designation. He has 21 years of industry experience and has been affiliated with OSAIC and Focus Financial Network since 2010. Outside of his advisory role, Griseta co-owns a medical billing services company with his wife and operates a photography business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Michael Fujii is a financial advisor with Advisory Services Network in South Barrington, IL, holding Series 63, Series 65, and Series 66 licenses and bringing 18 years of industry experience. He has worked at Advisory Services Network since 2022 and concurrently operates Fujii Partners Capital, LLC, which he founded in 2007. Advisory Services Network is an enterprise firm that serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.