Dennis Ryan Jr. is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Midway Wealth Partners, LLC and World Equity Group, Inc. He is also an author, having published a book in 2022 available on Amazon. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services with access to alternative investments and retirement plan advisory.

Joseph Angileri is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Northern Trust Securities, Inc. in Lake Zurich, IL, where he has worked since 2007. His tenure at Northern Trust Securities spans his entire financial advisory career. Northern Trust Securities, Inc. is a multi-team SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management services primarily to high-net-worth individuals, retail investors, and institutional clients. The firm utilizes a model-driven approach with a variety of investment products, including proprietary Northern Trust funds, ETFs, and third-party offerings, delivered through a wrap fee program on the Fidelity Managed Account Xchange platform.

Todd Rollins is a CFP® with 18 years of industry experience, currently serving as a financial advisor at World Equity Group, Inc. in Libertyville, IL, where he has worked since 2007. His prior roles include positions at Midway Wealth Partners, LLC and Summit Financial, LLC. Outside of his advisory work, Mr. Rollins is involved in managing a home-based service program that hires and approves personal service workers for his disabled brother. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs both model-based and customized investment approaches and offers a range of portfolio management and retirement planning services.

Rachel Hook is a financial advisor at Harbour Investments, Inc. with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Harbour Investments since 2023, with prior roles at Gradient Securities, Beacon Insurance Advisors, and Beacon Wealth Advisors. In addition to her advisory work, she is also an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and third-party managers.

Gary Komarek is a ChFC® credentialed financial advisor with 17 years of industry experience. He has worked at Sound Income Strategies, LLC since 2016 and is also the president of North Shore Asset Management & Tax Advisory, Inc., where he oversees income tax preparation and insurance sales. His prior experience includes Capital Asset Advisory Services, LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services such as asset management, financial planning, ERISA plan services, and insurance planning through affiliated channels.

Tyler Braun is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. Prior to joining Harbour in 2025, he was affiliated with 818 Capital Group, LLC and The Tranel Group, LLC since 2010. Outside of advisory roles, he was involved with Tb Taxidermy for 17 years and serves on the investment committee of Liberty One Investment Management, LLC. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and execution platforms tailored by individual advisers and third-party managers.

Eric Schmitz is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. He has been with Crescent Grove Advisors since 2016. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory. The firm manages approximately $5 billion in assets and employs a customized investment process combining long-term strategic allocations with tactical adjustments, supported by an investment committee that conducts manager due diligence and monitoring.

Rob Kubik is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2025, and as a Financial Consultant at the same firm from 2016 to 2021. Before joining Fidelity Investments, Rob was a Financial Advisor at Edward Jones from 2014 to 2016. Rob specializes in helping clients maximize their workplace benefits, build wealth, and plan for retirement with a focus on tax-efficient investing. He employs a holistic approach to financial planning, aiming to create intentional and well-structured financial strategies. [No information was provided regarding Rob's education, credentials, personal interests, or community involvement.]

Janet Redding is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Lincoln Investment Planning and has been there since 2013. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing in-house investment models and third-party managers, and provides services with varying levels of discretionary authority.

Sean Hughes is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Wealth Watch Advisors, INC, where he has worked since 2021, and previously worked at FOUNDATIONS INVESTMENT ADVISORS, LLC and Hughes & Dern Financial Group. Outside of his advisory role, he is an independent insurance agent involved in Medicare, life, and annuity sales. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and access to third-party model portfolios. The firm uses a model-driven investment approach implemented through approved sub-advisors and offers services to a diverse client base including pension plans, trusts, and charitable organizations.

Peter Crabtree is a financial advisor at First Advisors National, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Paradigm Life Insurance Company, Prosperity Economics Partners LLC, and infinex Investments, Inc. Outside of his advisory role, he is involved with MooseLake LLC, operating businesses that buy and wholesale residential properties. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes manager selection and monitoring, supplemented by fundamental analysis of individual securities.

Brian Callaghan is a financial advisor at First Advisors National, LLC with four years of industry experience. He holds a Series 65 designation and has worked at CIH Consulting since 2022, focusing on commodities consulting and client services outside of investment activities. Prior to that, he held roles at MHT Business Development and Datrium. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support supplemental individual security recommendations.

Travis Smyczynski is a CFP® and Series 66 holder with 10 years of industry experience. He has worked at Ausdal Financial Partners, Inc. since 2018 and previously spent three years with Axa Advisors, LLC. Smyczynski is also involved in independent insurance sales on a part-time basis. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of investment advisory and financial planning services, tailoring strategies to client objectives and utilizing multiple custodians and third-party managers.

Pamela Davis is a financial advisor with Alera Investment Advisors, LLC, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. Her career includes roles at Securian Financial Services, Minnesota Life, and Triad Advisors, among others. She is also involved with GCG Financial, where she provides fixed business insurance products alongside her advisory work. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm employs a mix of internal and external managers focusing on mutual funds, ETFs, equities, and fixed income, and provides ERISA-focused services for retirement plans.

Robert Yastrow is a financial advisor at Alera Investment Advisors, LLC with a Series 66 designation and experience beginning in 2024. His prior roles include positions at Osaic Wealth, Ryan Specialty, and Northmoor Country Club, as well as work related to sports camps and educational institutions. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios with a focus on long-term fundamental analysis and offers a range of ERISA-related services for retirement plans.

Genevieve Mar is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 credentials and over 30 years of industry experience. She has been with Berthel Fisher since 2010 and also serves as a board member for CTG Holdings, an import/export business. Additionally, she participates in the financial steering committee of North Suburban Ev Free Church. Berthel Fisher & Company Financial Services provides investment advisory and financial planning mainly to individual and high-net-worth clients, managing approximately $906 million in client assets across a variety of advisory platforms and customized investment strategies.

Robert Janson is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Minnesota Life Insurance Company and Ascend Financial Services, both for 20 years, as well as positions at GCG Financial, Triad Advisors, and OSAIC. Outside of finance, he co-owns a jewelry sale and design business with his wife and assists with her interior and exterior design business. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on long-term fundamental analysis across mutual funds, ETFs, equities, and fixed income.

Mary Deutsch is a financial advisor at Gibbs Wealth Management, LLC, holding a Series 65 license with one year of industry experience. She is also the owner and insurance agent of MTD Financial, Inc., and serves as president of Tess Marketing, Inc., a business marketing services company. Additionally, she is a managing member of Eight 22 Alpha, LLC, a real estate investment venture. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and strategists. The firm employs a mix of analytical approaches to guide asset allocations and emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Nancy Brunn is a financial advisor with Latitude Advisors, LLC and holds a Series 66 designation. She has 10 years of industry experience and has also operated Brunn & Associates, Inc., a CPA firm specializing in accounting and tax preparation, since 2001. In addition to her advisory work, she handles accounting duties for an online specialty sales business. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

David Taylor III is a financial advisor at Arete Wealth Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at firms including Wells Fargo Clearing Services, LLC and Practice Management Consultants, LLC. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory, utilizing a combination of advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.