Bradley Shaps is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 credential and bringing 22 years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life Insurance Company, Triad Advisors, and GCG Financial. He serves on the board of trustees and the fundraising committee at Congregation Beth Shalom and is currently the vice president of fundraising there. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a diversified investment approach utilizing internal management, affiliate platforms, and independent managers, with a focus on long-term fundamental analysis and offers comprehensive ERISA-related services for retirement plans.

Jeffrey Cismoski is a CFP® professional with 12 years of industry experience, currently with Ascentis Independent Advisors, LLC. His prior roles include positions at ORG Partners LLC, WealthShield Partners, LLC, Cresset Asset Management, LLC, and Evanston Investments Inc DBA Evanston Advisors. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs asset allocation, fundamental and technical analysis, and utilizes discretionary sub-advisory arrangements and co-advisory platforms, including a Private Direct Investments program for client access to private funds and alternative investments.

Jack Long is a financial advisor with Summit Financial, LLC and holds a Series 66 designation. He has recently started his career in the industry, gaining experience with Summit Financial and affiliated firms since 2025. Prior to his advisory roles, he has work experience outside finance, including a position at Landmark Exteriors and education at Auburn University. Summit Financial, LLC is a multi-team advisory firm with approximately $26.35 billion in assets under management, serving about 17,800 clients through 216 advisors. The firm offers a range of investment advisory, portfolio management, and retirement plan services with both discretionary and consultative approaches.

Gregg Cummings is a financial advisor at Savvy with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for LPL Financial for 15 years. Cummings has been with Savvy since 2026. Savvy provides investment and financial planning services to individuals, including high-net-worth clients, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, using third-party sub-advisers and technology platforms to customize investment plans based on client objectives and risk tolerance.

James Murphree II is a financial advisor with On Investment Management Company in Lake Forest, IL, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has worked at THE O.N. Equity Sales Company and Ohio National Financial Services since 2007. Outside of his advisory role, he serves as president of several businesses including Murphree Investment Group, which offers consulting, venture capital services, public speaking, and financial education, and he is a board member of Maple Valley Cooperative. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based financial planning and both discretionary and non-discretionary managed account options.

Kimberly Woodsum is a financial advisor at Simplicity Wealth with two years of industry experience. She previously worked at Ehlert Financial Group, Inc. and has five years of experience at Red Coat Farm. Kimberly is also a licensed life insurance producer, presenting and selling insurance to clients as part of her advisory services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, alongside discretionary portfolio management and a managed account platform for advisers.

John Sciaccotta is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and nine years of industry experience. Before joining LaSalle St. in 2023, he worked at Forum Financial Management, LP and was a managing partner at the CPA firm DeMarco Sciaccotta Wilkens Dunleavy, LLP. He continues to manage the CPA firm alongside his advisory role. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management, employing both discretionary and non-discretionary strategies across a range of asset classes and investment approaches. The firm is notable for its predominance of non-discretionary assets and its use of fee-sharing and co-advisor arrangements when recommending third-party managers.

Adam Sarno is a financial advisor at LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation with six years of industry experience. His prior roles include positions at Merrill Lynch Pierce Fenner & Smith, Bank of America, and LaSalle St. Securities. Outside of his advisory work, he mentors college students who are members of Beta Theta Pi at Butler University and serves as a trustee of a family trust. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of asset allocation models, mutual funds, ETFs, equities, fixed income, and options.

Christopher Sexton is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior work includes positions at First Analysis Securities Corporation and E*TRADE Securities LLC. Since 2023, Sexton has been involved with the Illinois High School Association. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation and diversification, offering access to affiliated mutual funds and ETFs through its Private Client Group Program.

Michael Page is a financial advisor with Prospera Financial Services, Inc. in Crystal Lake, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Prospera in 2019, he worked at Wells Fargo Financial Network LLC for six years. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning services via multiple platforms and customizable portfolio management.

Garrett Mills is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with LaSalle St. Securities since 2016. Mills also serves as Senior Vice President of Harvest Financial Group LLC, where he provides financial planning and serves as a licensed life, health, and accident agent. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment approaches and manages a notable predominance of non-discretionary assets.

Arnoldo Garza is a financial advisor at Global View Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Global View Capital entities since 2010. Prior to his advisory career, Garza spent over two decades at Navistar, Inc., where he held engineering and management roles focused on diesel engine and truck development. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach based on technical and quantitative analysis and operates a proprietary research platform that supports its strategies and services.

James Baldwin is a CFA® charterholder with 22 years of industry experience. He has worked at LaSalle St. Securities, L.L.C. since 1999. Outside of his advisory role, he is involved in Baldwin Brown Investment, L.L.C., which manages personal real estate allocations for his family. LaSalle St. Investment Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering financial planning and a range of portfolio management services. The firm employs both active and passive investment strategies across multiple asset classes and is notable for its emphasis on non-discretionary management and collaborative third-party arrangements.

Shannon Bora Cooper is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and four years of industry experience. She has worked at Vanderbilt Advisory Services since 2022 and has been involved with Michael J. Bora & Associates since 2014, where she also serves as an insurance agent specializing in life insurance and annuity sales. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Kathleen Oconnor is a financial advisor at RMR Wealth Builders, Inc. with 12 years of industry experience. She holds the Series 65 and Series 63 designations. Prior to joining RMR Wealth Builders, she worked at Clearwater Capital Partners, Bank of America, Merrill, LPL Financial LLC, and HPL&S, a subsidiary of First American Bank. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan services, sub-advisory to registered investment companies, and specialized advisory services including annuity management and digital asset programs.

Dominic Messina is a financial advisor at Ascentis Independent Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at ORG Partners, WealthShield Partners, Cresset Asset Management, and Evanston Investments. Outside of financial advising, Messina owns MKS Custom Creations, a custom furniture business. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing a mix of asset allocation, fundamental and technical analysis, third-party managers, and a Private Direct Investments program.

Andrew Park is a financial advisor at Compound Planning, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Curi RMB Capital, LLC and Vennwell, LLC. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs a customized, risk-based investment approach utilizing fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

David Zoller is a financial advisor with Lifeworks Advisors, LLC, holding a Series 66 credential and 16 years of industry experience. He previously worked at LaSalle St. Investment Advisors, LLC for 15 years and has been involved with Streamline Financial Services and Zoller, Swanson and Company since 2009. Outside of his advisory work, Zoller is engaged in tax preparation and runs educational platforms including a YouTube channel and blog focused on retirement planning and financial strategies. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche framework with a risk-based investment approach, utilizing diversified funds, third-party managers, and quantitative analysis, while maintaining integrated tax and accounting capabilities uncommon among multi-team advisors.

Joshua Cannata is a financial advisor at Arkadios Wealth Advisors with 9 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Arkadios Wealth Advisors in 2025, Cannata worked at Commonwealth Financial Network for nine years and at Lincoln Hall for two years. Outside of his advisory role, he owns Wind and Wheels, LLC, a vehicle holding company. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of advisory programs and an internal portfolio team called Arkadios Managed Solutions to support customized, discretionary investment management across multiple asset classes.

Todd Morgan is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has been with LaSalle St. Securities, Inc. since 1997. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary management approaches.