Jonathon Merickel is a CFP® with 22 years of industry experience, currently serving as an advisor at Savvy. His prior roles include positions at Savant Wealth Management, Pruco Securities, Prudential Insurance Company of America, and Fidelity Brokerage Services. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm combines primarily index-based, long-term strategies with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support customized client plans.

Stuart Lasky is a financial advisor at Latitude Advisors, LLC with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Latitude Advisors in 2015, he was associated with GWN Securities, Inc. Since 2013, he has also worked as a marketing assistant for Jeffrey Lasky Financial Services LLC and holds a life and health insurance producer license. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a blend of model-based and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with ongoing portfolio oversight.

Jeremy Joseph is a CFP® professional with 19 years of experience in the financial industry. He is currently with Simplicity Wealth and Protected Tomorrows, having previously worked at firms including Savant Wealth Management, Huber Financial Advisors, TD Ameritrade, Fidelity Brokerage Services, Madison Avenue Securities, and Ameriprise. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational solutions for advisers through its managed account platform.

William Paddor is a financial advisor at Vanderbilt Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Moloney Securities Asset Management LLC and Arlington Insurance. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and integrates retirement-plan and benefits services with advisory offerings, using a combination of fundamental, technical, and charting analysis tailored to client objectives.

Thomas Blumenfeld is a financial advisor at Latitude Advisors, LLC with three years of industry experience. He is a Certified Public Accountant licensed in Illinois and has provided accounting and tax services through Pawlan, Blumenfeld, Miscinski & Assoc., Ltd. since 2005. Outside of his advisory role, Blumenfeld serves as treasurer for Alligator Aquatics, a nonprofit swim team. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm combines model-based strategies with fundamental and quantitative analysis to manage portfolios, typically on a discretionary basis.

David Keevins is a financial advisor at Crescent Grove Advisors with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, outsourced chief investment officer (OCIO) solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets and emphasizes customized investment policy statements and an asset-allocation approach combining long-term strategic and short-term tactical adjustments.

Mark Wolter is a financial advisor at Harbour Investments, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LPL Financial and Beacon Wealth Advisors. Wolter serves as a volunteer board member for the Special Olympics Illinois Golf Outing, helping to plan and promote fundraising events. Harbour Investments, Inc. provides portfolio management, financial planning, and advisory services to individual clients, trusts, pension plans, and institutional entities. The firm uses a variety of investment approaches and offers multiple execution platforms tailored to client needs.

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.

Mark Hollick is a financial advisor with Johnson Investment Counsel, Inc. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Prior to joining Johnson Investment Counsel in 2025, he worked at Payden & Rygel for two years and Natixis Global Associates for thirteen years. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, public agencies, and charitable organizations. The firm employs a team-based investment approach combining quantitative equity analysis with fixed income strategies and offers a range of services such as discretionary portfolio management, financial planning, and model portfolio solutions for third-party platforms.

Robert Hamer is a financial advisor at Stratos Wealth Advisors LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, Sunset Partners Capital Management, and Asset Management Group LTD. Stratos Wealth Advisors serves individual and institutional clients through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to client goals.

Andrew Adams is a wealth advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at firms including Triad Advisors and Waddell & Reed Inc. He is based in Chicago, IL. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and plan sponsors. The firm uses a combination of internal management, affiliated platforms, and independent managers to construct portfolios focused on long-term fundamental analysis and offers ERISA-compliant services for retirement plans.

Bradley Steinman is a CFP® with five years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. Prior to joining Waverly in 2024, he worked at StrategIQ Financial Group, LLC and Personal Financial Planning, Inc. He also has experience as a public defender for Marion County. Outside of advisory work, he is involved with StrategIQ Tax and Business Services, LLC, which provides tax return preparation. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, integrating traditional and alternative investment strategies.

John Michalak is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Harbour Investments in 2023, he worked for Chicago Investment Advisory Council and J.W. Cole Financial, Inc. Michalak is also involved in the sale of fixed insurance and annuity products through various insurance carriers. Harbour Investments serves individual clients, trusts, pension and 401(k) plans, and institutional and corporate entities. The firm offers portfolio management, financial planning, and a range of investment approaches tailored to advisors and clients, including use of third-party managers and multiple execution platforms.

Brian Rosen is a financial advisor at Ritholtz Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has worked at Ritholtz Wealth Management since 2017. His prior roles include positions at RWM Insurance Services, LLC, Sheridan Road Advisors, LLC, Independent Financial Partners, and LPL Financial. Ritholtz Wealth Management advises a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance principles, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Thomas Fay is a ChFC® credentialed financial advisor at ValMark Advisers, Inc. with 34 years of industry experience. He has held roles at several firms, including Long Road Risk Management Services and Tfi Benefits, Inc., where he serves as president. Outside of his advisory work, Fay is also a member of a musical band. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using proprietary and third-party platforms, including ETFs and mutual funds, along with sub-advisory and consulting services.

Robert Lopez is a CFP® professional with nine years of industry experience, currently serving at Advisory Services Network since 2025. Prior to this, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2019 to 2025, and at Bank of America and Merrill from 2016 to 2019. Outside of his advisory role, he is the owner of RL Wealth LLC, a service company managing business income and expenses. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm provides a range of customizable services including portfolio management, financial planning, and retirement plan consulting.

William Cunningham is a financial advisor at Saxony Capital Management, LLC with 40 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Saxony Capital Management and its affiliated Saxony Securities since 2017. In addition to his advisory role, he is an author of non-fiction books. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team approach with 38 advisors serving several hundred client relationships and offers discretionary asset management alongside hourly or flat-fee planning and consulting.

William Bringham is a financial advisor at KCD Financial, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KCD Financial since 2017, following five years at Freedom Investors Corp. Outside of his advisory role, he serves as president of WTB Associates, Inc., a tax preparation and accounting business. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals—including high-net-worth clients—corporate pension plans, and charitable organizations, offering a range of investment strategies and access to third-party management programs.

David Lehenbauer is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 credential and two years of industry experience. His work history includes roles at OSAIC, Triad Advisors, and Charles Schwab, among others. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios primarily focused on mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Mitchell Hamer is a CFP® with 12 years of industry experience, currently affiliated with Stratos Wealth Advisors LLC since 2024. His prior roles include positions at Kovitz Investment Group Partners, Kovitz Securities, Asset Management Group LTD, Sunset Partners Capital Management, and Foreside Financial Services. Outside of advisory work, he is involved as a managing member of Intersectling Wealth, LLC, providing wealth management services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals, employing a combination of customized asset allocations, model portfolios, and sub-adviser solutions.