Steven Hefter is a CFP® with six years of industry experience, currently serving as an advisor at Encompass More Asset Management LLC since 2022. Prior to this, he worked at Verity Asset Management and State Street Bank, and he is also involved with Appreciation Financial, where he sells insurance and annuity products. Additionally, Hefter consults for ERC Specialists, LLC, and provides business concierge services through Linqqs LLC. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for around 4,000 clients.

Ryan Anderson is a financial advisor at Wealth Management with eight years of industry experience. He holds a Series 65 designation and concurrently serves as an Accounting Manager at Accounting Freedom, a CPA firm, where he focuses on accounting and tax services. Prior to his current roles, he worked at PPG for two years. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a modern portfolio theory-based approach, primarily using passively managed mutual funds and ETFs to implement model portfolios.

Deacon Heath is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds Series 65 and Series 66 licenses and has held prior advisory roles at Money Concepts Capital Corp, 818 Capital Group, LLC, and The Tranel Financial Group. Outside of his advisory work, Heath is also employed in a customer service and payroll capacity at 818 Capital Group, LLC. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies through third-party managers and proprietary platforms.

Daniel Cohen is a financial advisor at Thurston Springer Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thurston Springer Financial since 2020 and at Nations Financial Group, Inc. from 2016 to 2020. Outside of his advisory role, he serves as president of Cohen Capital Management Group, Inc. and works as a tax consultant for Thorson Tax and Financial. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum, Earnings Momentum, and technical analysis, managing accounts primarily on a discretionary basis.

Gregg George is a financial advisor at Crescent Grove Advisors with 28 years of industry experience. He holds Series 65 and Series 63 designations and has worked at The Leaders Group Inc and Crescent Grove Insurance. He also serves on a steering committee for Barrett Upton, providing guidance on its business model. Crescent Grove Advisors offers integrated wealth management, family office, and Outsourced Chief Investment Officer services for high-net-worth individuals, family offices, and institutional clients. The firm emphasizes client-specific investment policy statements and utilizes independent managers and alternative strategies within its asset allocation framework.

Joshua Simon is a financial advisor at Thurston Springer Advisors with 28 years of industry experience. He has been with Wells Fargo Advisors since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president of Java Culture, a family-owned integrated marketing agency. Thurston Springer Advisors serves individuals, corporations, and institutional clients by providing financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm employs a variety of investment strategies, including Tactical and Earnings Momentum processes, and manages accounts on a discretionary basis through its Compass programs.

Shanna Venne is a financial advisor at Crescent Grove Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with Crescent Grove Advisors since 2018. Outside of her advisory role, she serves as a member and accountant for Opal 53, LLC, performing accounting duties related to real estate. 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 emphasizes a client-specific investment policy statement and asset allocation framework, utilizing independent managers and alternative strategies through an investment committee.

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.

Richard Levitz is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life Insurance Company, Triad Advisors, and OSAIC. He is involved in executive coaching and facilitation through The Glenmore Group, LLC, and serves as part-time faculty at the Lake Forest Center for Leadership. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm combines internal management, affiliate platforms, and independent managers to construct portfolios with a long-term focus and offers comprehensive ERISA-related services for retirement plans.

Francesco Fiore is a financial advisor at Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at Wealth Management since 2014. In addition to his advisory role, he is president of Accounting Freedom, Ltd, a CPA firm he has managed since 2005. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a portfolio approach based on modern portfolio theory, primarily using passively managed mutual funds and ETFs.

Eric Netzel is a financial advisor with First Advisors National, LLC, based in Round Lake, IL. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2016, he has been involved with Noble Marketing Partners, where he engages in the sales of investment-related products. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and implements client strategies through third-party money managers, using tactical and strategic asset allocation with ongoing monitoring and fundamental analysis.

Michael Lange is a financial advisor at Redhawk Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including AE Wealth Management and Southport Capital. Lange is also the president of Lange Financial Advisors, Inc., an insurance sales and services business. Redhawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, utilizing a documented due-diligence process and third-party risk tools to guide investment decisions.

Jeffry Cook is a financial advisor at MissionSquare Retirement with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at ICMA Retirement Corporation since 2007. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, including discretionary managed accounts and nondiscretionary fund advice supported by Morningstar Investment Management.

Anthony Gedwill is a financial advisor at Silver Oak Securities, Incorporated with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Guggenheim Partners, Invesco, and Nuveen Securities. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management, unified managed account programs, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

Daniel Goldstein is a CFP® professional affiliated with Pure Financial Advisors, LLC, with six years of industry experience. His prior roles include positions at Capasso Planning Partners LLC, Hightower Advisers, LLC, Delphi Private Advisors, and CIBC Bank USA. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating tax-aware techniques and specialized sub-advisers, supported by enterprise-scale infrastructure and advisor involvement in adult-education teaching.

Kyle Janas is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and also operates the Law Offices of Craig A Janas, where he is involved in estate planning and life insurance sales. His work history includes roles at Safe Money Concepts, INC and Family Defined Benefits. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Cecil Means is a financial advisor at Interactive Financial Advisors with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Charles Schwab and Alight Solutions. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified ETF and mutual fund model portfolios, supported by a multi-advisor network and proprietary tools such as the CARES process.

Cray Coppins III is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2024. He previously worked for 12 years at Stonepath Wealth Management, LLC. Mission Wealth Management is a multi-team, SEC-registered advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent individuals and families, as well as entities such as pension plans and endowments. The firm emphasizes customized, long-term investment strategies across a broad range of asset classes and offers a variety of service models tailored to client needs.

Andrew Krei is a CFA® charterholder with 10 years of industry experience. He has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients with integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets using a customized investment policy framework that combines strategic and tactical asset allocation, supported by an investment committee overseeing manager due diligence and monitoring.