Alexus Patterson is a financial advisor at William Joseph Capital Management, Inc. with Series 63 and Series 65 licenses. Patterson has prior experience at Merrill, where they worked for six years, and has been involved in the restaurant industry through roles at Greenwoods Restaurant and Lettuce Entertain You’s Big Bowl. Additionally, Patterson is associated with Unified Companies. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management with financial planning and offers ERISA plan consulting and fee-based insurance product services.

Michael Gregory is a financial advisor with Advisory Solutions Group in Libertyville, Illinois, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Wealth Enhancement Group, Gladstone Wealth Partners, J.P. Morgan Securities, UBS Financial Services, and Oppenheimer. Outside of advisory work, he serves as a FINRA arbitrator. Advisory Solutions Group serves retail clients and supports other registered investment advisory firms by providing financial planning, consulting, portfolio management, and back-office services. The firm employs a diversified investment approach incorporating quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies with regular client reviews.

Mary Heil is a Series 65-licensed financial advisor at Simplicity Wealth with seven years of industry experience. She has worked at Simplicity Wealth and Protected Tomorrows, where she also serves as a corporate operations manager. Additionally, she 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 other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a range of advisory and operational services including a managed account platform and third-party model manager oversight.

Peter Kalamaras is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Ausdal Financial Partners and Stonemason Financial, LLC. Outside of advising, he co-manages a self-storage rental business in Lake in the Hills, Illinois. Harbour Investments serves a diverse client base including individual investors, trusts, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various investment platforms and third-party managers with multiple investment approaches.

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.

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 with Realta Investment Advisors, Inc who holds a Series 66 designation and has 18 years of industry experience. His career includes roles at firms such as Merrill Lynch, Bank of America, and Kestra Private Wealth Services. He is also the owner of Quantas Group, LLC, a marketing and advisory business focused on transactional services and tax benefits related to life insurance products. Realta Investment Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and institutional clients. The firm utilizes a range of strategies including asset allocation across various investment vehicles and offers both discretionary and non-discretionary portfolio management.

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 with SeaCrest Wealth Management, LLC in Lake Bluff, IL, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with SeaCrest Wealth Management since 2015. Outside of finance, 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. The firm employs a customized, long-term investment approach combining fundamental and technical analysis and utilizes both proprietary and third-party AI tools to support decision-making.

Ethan Rosenbloom is a CFP® professional with nine years of experience in financial advising, currently serving at Alera Investment Advisors, LLC. His previous roles include positions at Triad Advisors, Inc., Securian Financial Services Inc, and Discovery Group. Outside of his advisory work, he has experience as a food delivery driver for services such as DoorDash and Uber Eats. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis investment approach, combining mutual funds, ETFs, equities, and fixed-income securities, and supplements these services with financial planning and ERISA consulting.

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.

Robert Freeman is a financial advisor with Simplicity Wealth holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Outside of work, he volunteers with North Suburban Synagogue Beth El, a community men’s group providing programs and support services. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, alongside model portfolios that are actively monitored and rebalanced, and offers technology and operational solutions for other advisers through a third-party asset management platform.

Ian Barr is a CFP® with 18 years of industry experience currently with Pure Financial Advisors, LLC. Prior to joining Pure Financial Advisors in 2024, he held roles at Morgan Stanley, Fisher Investments, and J.P. Morgan Securities. Pure Financial Advisors, LLC is a 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 academic frameworks and offers services including comprehensive financial planning, discretionary portfolio management, and pension/401(k) consulting.

Michael Clark is a CFP® with 49 years of industry experience, currently affiliated with M Holdings Securities, Inc. since 2001. He has also been associated with Jamieson Financial Services, LLC for 15 years and has operated as a self-employed advisor under Clark & Ennen for 37 years. Clark serves on the Finance Council at Our Lady of Peace Parish and is a council member of the Diocesan Finance Council, providing volunteer financial advisory services. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory, with a focus on suitability-based recommendations and ongoing portfolio monitoring.

Michele Hansen is a financial advisor at Latitude Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Latitude Advisors since 2021, previously spending six years at Starcom Worldwide. Hansen also maintains roles with Jeffrey Lasky Financial Services, LLC and GWN Securities Inc., and is a licensed life insurance producer. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Gigi Verrey is a financial advisor at Alera Investment Advisors, LLC with 33 years of industry experience. She holds the ChFC® and Series 63 designations. Her career includes roles at Securian Financial Services, Minnesota Life Insurance Company, Triad Advisors Inc., and Gcg Financial, Inc. Outside of her advisory work, she is the author of the book *Okay, So I Got Fat* and owns Very Smart Ideas, LLC, a website selling inventions and household gadgets, and she also participates in acting and sponsored social media advertising. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm uses a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term approach, while also offering ERISA-focused services for retirement plans.

Tancuong Trandai is a Series 66 licensed advisor with 15 years of industry experience, currently practicing at CreativeOne Securities, LLC since 2026. He previously worked at Brokers International Financial Services for 13 years. In addition to his advisory role, Trandai serves as a project manager for Peapod Digital Labs, where he manages cross-functional teams and project delivery. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, employing fundamental and cyclical security analysis alongside proprietary asset allocation models.