Daniel Zarzynski is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Robertson Stephens with two years of industry experience. His prior roles include positions at CAFG Wealth Management, Camping World, and Brunswick Corporation. Robertson Stephens provides investment advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management along with comprehensive planning services, managing approximately $8.76 billion in assets as of December 31, 2025.

Carlos Coutinho Maia is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at firms such as JP Morgan Securities, Equitable Advisors, Prudential Insurance, Edward Jones, and Allstate Financial Services. Outside of financial services, he co-owned and operated Carambola Gelato and Coffee Shop LLC from 2017 to 2019. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses managed advisory programs featuring third-party portfolio managers and provides both advisory and commission-based channels through its dual role as a registered investment adviser and broker-dealer affiliated with a credit union.

Kevin Geiger is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at The Retirement Guys Formula and Retirement Wealth Advisors. Geiger is also the owner of Geiger Investments, an investment-related business that involves selling fixed and variable annuities. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management through affiliated and third-party platforms.

Allison Tregoning is a financial advisor at Gladstone Wealth Partners with eight years of industry experience. She holds the Series 66 designation and has worked at LPL Financial, Cetera Financial Specialists LLC, and Wells Fargo Clearing Services LLC. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions.

Robert Peterson is a financial advisor at Crescent Grove Advisors with 24 years of industry experience. He holds a Series 66 designation and previously worked for Ayco/Goldman Sachs for 17 years before joining Crescent Grove Advisors in 2018. Crescent Grove Advisors provides integrated wealth management, family office, and Outsourced Chief Investment Officer services to high-net-worth individuals, family offices, and institutional clients. The firm emphasizes client-specific investment policy statements and asset allocation overseen by an Investment Committee, utilizing independent managers and alternative strategies.

Michael Manno is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois, holding Series 63 and Series 66 credentials and 42 years of industry experience. He has been with World Equity Group since 2003. 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 Adhesion Money Management wrap-fee program and related advisory programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Jacqueline Bramel is a financial advisor at Harbour Investments, Inc. with one year of industry experience. Prior to joining Harbour, she worked at Beacon Wealth Advisors and has a background that includes 14 years at HomeMaker. She volunteers as a board member for the Special Olympics of Illinois, participating in fundraising and event activities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized strategies and offers model-based solutions through a subscription platform.

Gary Richards is a CFP® professional with 32 years of experience at World Equity Group, Inc., where he has worked since 1994. He holds Series 63 and Series 65 licenses. Richards is also involved as a co-owner of B&R Financial, a financial planning and investment advisory practice. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers managed portfolios through its wrap-fee program and discretionary third-party money management, utilizing risk-tolerance assessments to guide asset allocation.

Benjamin Heizer is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds a Series 65 designation and previously served as principal and owner of Thrive Wealth Group, Inc., which provides insurance and retirement planning services. He has also worked at Heizer Financial Group, Inc. for 14 years. Foundations Investment Advisors LLC offers financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing strategy.

Robert Davit is a financial advisor at Gladstone Wealth Partners with 32 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2021 and has been with Gladstone and LPL Financial since 2021. He holds the Series 63 and Series 65 designations. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with a focus on integrating retirement-plan services and institutional manager relationships.

Lissette Strefner is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with World Equity Group since 2015 and has previously been associated with AIG American General Life Insurance Company since 2002. Outside of her advisory role, she operates a small hobby business reselling used clothing online. 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 access to third-party money managers and employs a risk-tolerance questionnaire to guide asset allocation.

Zachary Lansburgh is a Wealth Advisor at Alera Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has worked at OSAIC, Alera Group, and Triad Advisors. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management, planning, consulting, and ERISA-focused plan services with a long-term investment approach utilizing mutual funds, ETFs, individual equities, and fixed income.

Glenn Hansen is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Advisory Alpha and Hansen Financial Management since 2020 and previously spent seven years at Noble Marketing. Outside of his advisory roles, Hansen is a licensed insurance agent engaged in insurance and annuity sales. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a broad range of managed portfolio strategies.

Jonathan Miller is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Verity Asset Management and Appreciation Financial. Outside of advisory work, he is involved with ERC Specialists, LLC, providing business consulting services to owners in Bartlett, IL. Encompass More Asset Management LLC offers discretionary portfolio management, financial planning, and retirement model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers, managing a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Barry Link is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding a Series 63 designation and 48 years of industry experience. He has worked at World Equity Group since 2001 and operates Link Diversified Services, which he started in 1982. Outside of advising, he is involved as an independent contractor with Abacus Life Settlements, assisting with policy evaluations and transactions for senior clients. 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 Adhesion Money Management wrap-fee program and utilizes third-party managers to implement asset allocation models based on client risk tolerance.

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® with 12 years of industry experience. He is currently with Ascentis Independent Advisors, LLC, where he has worked since 2026. Prior to this, he held positions at ORG Partners LLC, WealthShield Partners, LLC, Cresset Asset Management, LLC, and Evanston Investments Inc DBA Evanston Advisors. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm customizes investment advice based on client objectives and employs a combination of discretionary management, third-party managers, and platform solutions, including a Private Direct Investments program for allocating clients to illiquid private funds.

Jack Long is a financial advisor at Summit Financial, LLC with one year of industry experience. He holds a Series 66 designation and has worked at firms including World Equity Group and Midway Wealth Partners. Jack attended Auburn University from 2021 to 2025. Summit Financial, LLC is a multi-team advisory firm that manages about $26.35 billion in assets for roughly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

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 licenses and bringing 23 years of industry experience. Since 2007, he has worked with The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, Murphree serves as president of several consulting and business ventures, including Murphree Investment Group and International Forestry, Inc., and he is a member of the board of directors for Maple Valley Cooperative. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary strategies and access to various third-party investment programs.