Timothy Brennan is a financial advisor at Merit Financial Advisors with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pinnacle Financial Group and Commonwealth Financial Network for 26 years. He is also a notary public. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach with customizable portfolio models overseen by an internal Investment Management team.

Christian Luna is a financial advisor at Maia Wealth with four years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Wealth Watch Advisors and Senior Solutions LLC. Luna has also served in the United States Naval Reserve. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm uses a variety of analytical approaches with a long-term focus and coordinates estate-planning and tax services through third-party specialists.

George Clougher is a financial advisor at Virtue Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OneAmerica Securities, Red Oak Risk Management, Praxis Capital Management, and Safe Money Concepts. Outside of advisory work, he is involved in non-variable insurance sales, including fixed life and fixed annuities. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, ERISA consulting, and a financial education course for pre-retirees, employing a model-driven investment approach that uses quantitative optimization and proprietary economic data inputs.

Allan Kaplan is a financial advisor with M Holdings Securities, Inc., holding the ChFC® designation and Series 63 license, and has 38 years of industry experience. He has worked at M Holdings Securities since 2001 and previously at New Century Planners and The Robinson Financial Group, Inc. Kaplan serves as a trustee for Lake Forest Academy, a private high school in Illinois. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and third-party managers.

Bradley Underwood is a financial advisor at World Equity Group, Inc. in Scottsdale, AZ, holding a Series 66 designation with 22 years of industry experience. He has been with World Equity Group since 2015. Outside of his advisory role, Underwood is involved in providing prepaid legal services and offers payroll and employee benefits solutions through independent contractor roles. World Equity Group serves individual and high-net-worth clients, business entities, nonprofit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Christopher Owens is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and has held previous roles at AE Wealth Management, Impact Partnership Wealth, and Station - M. Owens is also president of Owens Financial Group, LLC, where he is involved in insurance sales and client insurance and annuity plan reviews. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of about 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services for individuals, trusts, estates, and registered investment companies.

Constantine Quintas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the Thorndyke Group at Merrill in 2020 and brings over two decades of experience in the financial services industry. He specializes in constructing and managing personalized, goal-based portfolios for clients and business owners to help them achieve their essential and aspirational financial goals while meeting their responsibilities and priorities. Constantine's expertise includes investment management, retirement and college planning, home financing, securities lending, banking, estate planning, and wealth transfer strategies. He utilizes a team of professionals to support clients in these areas. His client focus encompasses college education planning, divorce transition planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds a Bachelor's degree from the University of Illinois and a Master of Business Administration (MBA) from DePaul University. Constantine has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is involved with the No Bats Baseball Club, a nonprofit organization dedicated to promoting charity and goodwill through baseball.

Mark Weil is a CFP® and Series 65-licensed advisor with nine years of industry experience. He is currently with Dynamic and has previously worked at Strategic Wealth Partners. Weil owns seats on the Chicago Mercantile Exchange, which he rents out. Dynamic serves a broad range of clients including individuals, trusts, estates, charitable organizations, pension plans, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers services such as portfolio management, financial planning, and sub-advisory support.

Paul Wehner is a financial advisor at Arax Advisory Partners with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Kingswood Capital Partners, Schechter Investment Advisors, and Coe Capital Management, among others. Wehner is also involved in private equity investing through Schechter Private Capital. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individual, high-net-worth, family office, institutional, and retirement plan clients. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with a notable use of performance-based fees and carried interest for certain investors and private funds.

Jeffrey Birch is a financial advisor at Kingsview Wealth Management, LLC with a Series 65 credential and over 14 years of experience in the financial services industry. His prior roles include positions at American Express, Rain City Capital, and JPMorgan Chase, as well as running his own consulting firm, JBirch Consulting. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services combining advisor-led planning with model-based and separately managed strategies, including internally sponsored ETFs and access to third-party managers.

Mark Lishchynsky Jr. is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with World Equity Group since 2013. 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 a combination of model-based and customized investment approaches and offers portfolio management, financial planning, and retirement plan advisory services.

Jeffery Wille is a CFP® professional with three years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at Gresham Partners, LLC for seven years. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for several thousand individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Oliver Ernst is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Advisory Services Network since 2017. His prior roles include positions at Raymond James Financial Services and SAGE Private Wealth Group. Outside of his advisory work, he is the founder and CEO of GlassNebula, a website and app providing ESG data to individuals. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes.

Brian Carlson is a CFP® with 22 years of industry experience, currently serving as Senior Vice President at Alera Investment Advisors, LLC. His prior experience includes roles at Securian Financial Services, Minnesota Life Insurance Company, and Triad Advisors, Inc. He is also a board member and grade director for the Arlington Heights Youth Basketball Association, a local nonprofit organization. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a long-term investment approach using internal management, affiliate platforms, and independent managers, and offers comprehensive ERISA-focused services for retirement plans.

John Kwasigroch is a financial advisor at Alera Investment Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Securian Financial Services, Inc. and Triad Advisors, Inc. He is also involved with GCG Financial, providing fixed insurance products and investment advisory services. Alera Investment Advisors offers investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm combines internal management with affiliate and independent managers, focusing on long-term allocations to mutual funds, ETFs, equities, and fixed income, while providing ERISA-related services for retirement plans.

Carlos Coutinho Maia is a financial advisor at Navy Federal Investment Services, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including JP Morgan Securities, Equitable Advisors, Prudential Insurance Company of America, and Edward Jones. Outside of finance, he was involved in operating Carambola Gelato and Coffee Shop LLC for two years. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party advisers on platforms such as Envestnet, providing account monitoring, rebalancing, and optional tax and impact overlay services.

Kevin Geiger is a financial advisor at Blackridge Asset Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Retirement Wealth Advisors, Alchemy Advisors, and LPL Financial. Geiger also operates Geiger Investments, a separate investment-related business. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm provides financial planning and portfolio management services, employing a structured investment process that combines client input with third-party and advisor-created model portfolios, and offers sub-advisory services to unaffiliated registered investment advisers.

Robert Peterson is a financial advisor at Crescent Grove Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked at Crescent Grove Advisors since 2018, following a 17-year tenure at Ayco/Goldman Sachs. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory. The firm manages approximately $5 billion in assets and employs a customized investment process that combines long-term strategic allocations with tactical adjustments, supported by an investment committee and access to a broad range of investment options.

Paul Kaczmarczyk is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois. He holds a Series 66 designation and has 19 years of industry experience. He has been with World Equity Group since 2010 and also worked at VestGen Advisors, LLC. Outside of advising, he serves as treasurer for the Schaumburg Athletic Association United Soccer Club, a nonprofit youth soccer organization. World Equity Group provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios through wrap-fee programs and uses a risk-tolerance questionnaire to guide asset allocation, with discretionary authority granted to third-party managers and investment adviser representatives.

Michael Manno is a financial advisor with WORLD EQUITY GROUP, Inc. in Schaumburg, IL, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with World Equity Group since 2003. WORLD EQUITY GROUP, Inc. offers fee-based investment advisory and financial planning services to a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides managed portfolios through its Adhesion Money Management wrap-fee program and related advisory services, utilizing risk-tolerance questionnaires and third-party discretionary money managers.