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. in Libertyville, IL, holding Series 63 and Series 65 designations and 16 years of industry experience. He has worked with 818 Capital Group, LLC, and The Tranel Group, LLC since 2010. Outside of his advisory work, he was involved with Tb Taxidermy for 17 years. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple execution platforms, with investment approaches varying by adviser and third-party manager.

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.]

Michael Grajdura is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Money Concepts Capital Corp. In addition to his advisory role, he is a salaried employee at 818 Capital Group, LLC, a customer service and payroll company, and works as an independent insurance agent. Harbour Investments serves a diverse range of clients, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, employing different investment approaches that vary by adviser and approved third-party managers.

Donna Adams is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior work includes roles at OneAmerica Securities and American United Life for 11 years. She is involved with several community organizations, serving as an owner and board member of DamYak Challenge LTD and Paradise Charitable Foundation, and as a board member of BREAK Crystal Lake Teen Center and the Chain-O-Lakes Chamber. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform focused on institutional clients rather than direct relationships with end investors.

Suzuanne Foster is a CFP® and holds a Series 66 license with 22 years of industry experience. She has worked at OneAscent Financial Services LLC since 2021 and previously spent 16 years at Ameriprise Financial Services, Inc. Foster serves as an election poll worker in her community. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers customized asset management, financial planning, and consulting services through advisor teams and utilizes various model-based and overlay management platforms.

Bacilia Gomez is a financial advisor at Principal Advised Services with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Principal Securities, Transamerica Life Insurance Company, and Captrust Financial Advisors. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients. The firm combines third-party tools and proprietary models to deliver both non-discretionary recommendations and a discretionary investment management program, serving clients primarily within the Principal Financial Group network.

Benjamin Pahl is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Money Concepts Capital Corp and The Tranel Financial Group. He is also president and investment advisor at Liberty One Investment Management, where he spends the majority of his time, and is involved with 818 Capital Group, a customer service and payroll company. 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 create customized investment strategies and offers model-based solutions through a subscription platform.

Jason Yorgensen is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His previous roles include positions at Wells Fargo Clearing and J.P. Morgan Securities. Outside of advising, he owns two ventures focused on luxury assets and investment-related activities. Gateway Wealth Partners serves individuals, corporations, and retirement plans by offering financial planning, wealth management, and retirement plan consulting. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and independent managers, managing approximately $2.28 billion in assets as of the end of 2025.

Chris Morgan is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Harbour in 2023, he worked at Beacon Wealth Advisors, LLC and Gradient Securities, LLC, among others. Outside of his advisory role, Morgan is involved in tax preparation services as a partner at Beacon Advisors LLC dba Beacon Tax Advisors. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers both discretionary and non-discretionary portfolio management along with financial planning and access to various investment platforms and strategies.

Erich Fischer is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at The Tranel Financial Group and 818 Capital Group, LLC. Fischer also has experience with a customer service and payroll company where he worked part-time. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and various investment platforms with approaches that range from fundamental and technical analysis to modeling and macroeconomic strategies.

Alexus Patterson is a financial advisor at William Joseph Capital Management, Inc. with industry experience beginning in 2020. Prior to joining the firm, Patterson worked at Merrill and has been involved in other business activities including roles at Greenwoods Restaurant and 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 and financial planning in wealth management engagements and offers ERISA plan consulting and fee-based insurance product services.

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.

Scott Zempel is a financial advisor at Summit Financial, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Gordon Asset Management and Empower Retirement. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management, serving about 17,800 clients. The firm offers a variety of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through both discretionary and consultative approaches.

Joshua Pratt is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Harbour Investments since 2023. He has also been affiliated with Beacon Insurance Advisors, LLC since 2017 and has experience with several other firms including Thrivent Investment Management. Pratt is an independent insurance agent involved in selling fixed insurance products and equity-indexed annuities. 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 advisory services, employing various investment approaches tailored by individual advisors and approved third-party managers.

Jeremy Lohman is a financial advisor at Stephens with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2012, previously spending five years with Thrivent Investment Management. Outside of his advisory role, Lohman is an authorized signatory for Faith Evangelical Lutheran Church and School in Antioch, IL, and works as an independent contractor providing food delivery services. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory and brokerage services along with investment banking and research.

Maria Fliess is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Retirement Advocates since 2017, Retirement Wealth Advisors since 2016, and founded Fliess Financial Services, LLC, where she worked from 2006 to 2017. In addition to her advisory roles, Ms. Fliess is an independent insurance broker through Retire Advocates Inc., selling insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm utilizes a range of investment strategies including diversified portfolios of mutual funds, ETFs, stocks, and bonds, combining fundamental, technical, and cyclical analysis to tailor solutions to client objectives and risk tolerance.

Randall Cashmore is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Peace of Mind Private Wealth Management, FOUNDATIONS INVESTMENT ADVISORS, and Berthel Fisher and Company. He also operates Cashmore Investments, an independent venture he has maintained since 2009. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment process focused on tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Dwight Ower is a financial advisor with Integrated Advisors Network LLC, holding a Series 65 designation and 17 years of industry experience. He previously worked at Mitchell, Vaught and Taylor for 18 years before joining Integrated Advisors Network and Shields Capital Advisors in 2025. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches and often utilizes third-party sub-adviser platforms while providing ongoing portfolio oversight.

James Schmidt is a financial advisor with LPL Financial in McHenry, Illinois, holding a Series 66 designation and 11 years of industry experience. He has been associated with Cornerstone Wealth Management, LLC since 2014, operating under LPL Financial during this period. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.