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.]

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.

Jordan Bradford is a CFP®-designated financial advisor with 11 years of industry experience, currently with Harbour Investments, Inc. He has held roles at Money Concepts Capital Corp., The Tranel Financial Group, Burkholder Wealth Management, and 818 Capital Group. Outside of his advisory work, he is also an independent insurance agent. 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 investment management and advisory services utilizing various approaches tailored by individual advisors and approved third-party managers.

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.

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.

Anthony Fiore is a financial advisor at Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Wealth Management since 2014. In addition to his advisory role, Fiore serves as CEO of Accountants Solutions, Inc., a company focused on accounting software sales since 2002. Wealth Management Nebraska LLC provides discretionary asset management, fiduciary services, and financial planning to individuals, high-net-worth clients, and institutional entities. The firm employs broadly diversified, passively managed portfolios primarily using no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold strategy and periodic rebalancing.

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.

Mark Garapolo is a financial advisor at MissionSquare Retirement with 37 years of industry experience. He has held a position at ICMA-RC Services, LLC since 1995. His credentials include the Series 63 and Series 65 licenses. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

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.

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.

Michael Gregory is a financial advisor with Advisory Solutions Group and holds Series 65 and Series 63 licenses. He has 40 years of industry experience, including prior roles at J.P. Morgan Securities, Gladstone Wealth Partners, and LPL Financial. Outside of advisory services, he serves as a FINRA arbitrator. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis while offering both discretionary and non-discretionary strategies with regular rebalancing and client reviews.

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.

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.

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.