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.

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.

Richard Levitz is a financial advisor with Alera Investment Advisors, LLC in Deerfield, IL. He holds the CFP® and ChFC® designations and has 34 years of industry experience. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance Company, and Triad Advisors. He is also involved in a coaching and facilitating business, The Glenmore Group, LLC, and serves as a part-time faculty member at the Lake Forest Center for Leadership. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a long-term, fundamental-analysis driven approach and integrates insurance and pension-consulting platforms in its advisory services.

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.

Randolph Rodriguez is a financial advisor at CL Wealth Management LLC with 26 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Cabot Lodge Securities LLC and B.B. Graham & Company, Inc. In addition to his advisory role, he operates Saber Wealth Management in La Jolla, CA, providing financial advising and investment recommendations. CL Wealth Management LLC offers portfolio advisory and financial planning services to individuals and various organizational clients. The firm utilizes a range of strategies including fundamental and technical analysis, model portfolios, and option strategies, managing accounts with either discretionary or non-discretionary authority.

Francesco Fiore is a financial advisor with Wealth Management, LLC, holding the Series 65 designation and with 12 years of industry experience. He has been with Wealth Management since 2014 and is also president of Accounting Freedom, Ltd, a CPA firm he has managed since 2005. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm emphasizes broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and supports other advisers through backoffice and recordkeeping services.

Donald Cohen is a Series 66-credentialed financial advisor with 25 years of industry experience, currently with World Equity Group, Inc., where he has worked since 2011. He has also operated his own CPA practice since 1982. Outside of his advisory role, Cohen serves as president of a condominium association in Hollywood, FL, and is a board member of the Boca Rio Golf Club. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a variety of clients, including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers managed portfolios through wrap-fee programs and utilizes discretionary third-party managers, emphasizing asset allocation grounded in clients’ risk tolerance.

Kolton Rominski is a financial advisor at Ausdal Financial Partners, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Larson Financial Group and Rock Harbor Capital LLC. Outside of his advisory role, he serves as a referral partner for a direct prescription service. 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 about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial services.

Bret Mooney is a financial advisor with VestGen Advisors, LLC, holding the ChFC® designation and Series 66 license, and has seven years of industry experience. His career includes roles at Triad Hybrid Solutions, LPL Financial LLC, and Sequoia Wealth Management, among others. Outside of advisory work, he is involved in insurance product solicitation and servicing through VestGen Insurance Partners, LLC. VestGen Advisors, LLC is an SEC-registered firm managing approximately $6.66 billion for nearly 23,000 clients across 53 advisors. The firm offers a range of investment management and retirement plan services, using a combination of fundamental, technical, and quantitative analyses along with modern portfolio theory, and serves a diverse client base including institutional investors.

Michael Lange is a financial advisor at Redhawk Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at AE Wealth Management, Southport Capital, and Redhawk Wealth Advisors before returning in 2023. Lange is also president of Lange Financial Advisors, Inc., where he is involved in insurance sales and services. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, and various institutional clients. The firm employs strategic and tactical asset allocation across multiple asset classes and incorporates input from a weekly investment committee.

Thomas Rendl Jr. is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with World Equity Group since 2001. In addition to his advisory role, he is also a licensed life insurance agent providing life insurance quotes and policies for clients. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and access to third-party money managers using a risk-tolerance questionnaire to guide asset allocation.

Jeffry Cook is a financial advisor with MissionSquare Retirement in Palatine, IL, holding Series 63 and Series 66 designations and over 34 years of industry experience. He has been with 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, providing plan administration, recordkeeping, education, and advisory services. Its Guided Pathways Advisory Services include discretionary Managed Accounts and nondiscretionary Fund Advice, developed in partnership with Morningstar Investment Management and delivered through multiple channels to over 40,000 participants.

Francesco Vitale is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Cetera, and VOYA Financial Advisors. He also serves as a trustee on a family trust. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, overseen by an Investment Committee and central management team.

Andrew Lewis is a Series 66-registered financial advisor with LaSalle St. Investment Advisors, L.L.C. in McHenry, Illinois, and has three years of industry experience. Prior to joining LaSalle St. Securities, LLC, he worked at Dry Dock for nine years. He is also involved in a fixed insurance business outside his advisory role. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to a diverse client base that includes individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary portfolio management programs and utilizes a range of investment vehicles and third-party manager oversight in its asset management approach.

Robert Bieniek is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has worked with World Equity Group since 2005 and has also been associated with Individual Financial Practitioners, Inc. since 1983, where he is involved in the sale of individual life and long-term care insurance. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management with financial planning and access to third-party money managers.

David Robbins is a financial advisor with Archer Investment Corporation in South Barrington, IL, holding a Series 66 designation and 12 years of industry experience. He has been with Archer since 2015 and is also an owner of Nieminski Robbins & Associates CPAs, where he has worked since 2005, providing tax, accounting, and wealth management services. Additionally, he is involved with Barrington Advisors Group LLC, a marketing venture connected to Nieminski Robbins & Associates. Archer Investment Corporation offers investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages roughly $1.01 billion in discretionary assets with a range of advisory services from comprehensive financial planning to limited-scope model portfolios.