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.

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.

Iain Purdom is a financial advisor at Waverly Advisors, LLC with a Series 65 designation. He has recently begun his career in the industry, joining Waverly Advisors in 2025 after roles in various sectors including retail and education. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private market allocations, and offers a range of wealth management and retirement consulting services through institutional custodians and third-party platforms.

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.

Kevin Tavas is a financial advisor at Silver Oak Securities, Incorporated with 25 years of industry experience. He holds a Series 66 credential and has worked at firms including Cetera, Bright Futures Wealth Management, and Lifetime Financial Group, where he continues to serve as an Investment Advisor and Equity Strategist. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers individualized portfolio management and unified managed account programs, delivering investment advice primarily on a discretionary basis tailored to client objectives and risk tolerances.

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® professional affiliated with M Holdings Securities, Inc., with 48 years of industry experience. He has worked at Jamieson Financial Services, LLC since 2011 and M Holdings Securities, Inc. since 2001, and has operated his own business, Clark & Ennen, since 1989. Clark serves as a member of the Finance Council at Our Lady of Peace Parish and is a volunteer member of the Diocesan Finance Council, advising on financial matters for the diocese. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients through a nationwide network of Investment Advisor Representatives and Member Firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and insurance-contract advisory services, utilizing multiple sponsored platforms and third-party managers.