Brent Novoselsky is a financial advisor at Alera Investment Advisors, LLC with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at OSAIC, Triad Advisors, GCG Financial, and Securian Financial Services. Outside of his advisory work, he serves as co-chair of the scholarship program for Bnai Brith Sports Lodge, participates as vice president of the former NFL Players Association Chicago chapter, and acts as an ambassador for American Football in Israel. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, businesses, and institutions. The firm employs a long-term investment approach using internal management, affiliate platforms, and independent managers, while offering ERISA-focused services for retirement plans.

Sanders Dargan is a financial advisor at Crescent Grove Advisors with eight years of experience in the industry. He holds a Series 65 designation and previously worked at Rappaport Reiches Capital Management and Chalet Landscaping, Nursery & Garden Center. Crescent Grove Advisors provides integrated wealth management, family office, and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, family offices, and institutional clients. The firm’s approach includes financial planning, trust and estate planning, tax and insurance consulting, and discretionary portfolio management with a focus on client-specific investment policy statements and an asset-allocation framework overseen by an investment committee.

Ryan Peca is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Global View Capital Management since 2022. In addition to his advisory role, he is a senior customer success manager at OneStream Software, providing financial software services for the office of the CFO. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses quantitative and technical methods supported by its proprietary research platform to manage portfolios according to risk profiles and investment objectives.

Kimberly Spence is a CFA® charterholder with nine years of industry experience. She has worked at Merit Financial Advisors since 2026 and previously held roles at Savant Wealth Management, Savant Capital Management, and Huber Financial Advisors. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services, emphasizing long-term, diversified portfolios managed through centrally overseen models, with flexibility for advisor customization.

Mark Garapolo is a financial advisor at MissionSquare Retirement with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with ICMA-RC Services, LLC since 1995. Mark is based in Libertyville, Illinois. 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 advisory services, including Guided Pathways Advisory Services that offer both discretionary Managed Accounts and nondiscretionary Fund Advice 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.

John Fisher is a financial advisor with Alera Investment Advisors, LLC, holding the CFP® and Series 66 designations and bringing 15 years of industry experience. His career includes roles at OSAIC, Triad Advisors, Minnesota Life Insurance Company, and Securian Financial Services. He is also involved with GCG Financial, providing fixed insurance products to clients. 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 uses a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term approach.

Kenneth Loebel is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Madison Avenue Securities since 2013. Outside of his advisory role, he serves as an adjunct faculty instructor at Judson University and performs as a keyboardist and musician. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a variety of portfolio management, financial planning, and consulting services through a broad network of investment adviser representatives.

David Bossov is a financial advisor at Quartz Partners Investment Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fifth Third Bank, Fifth Third Securities, Wells Fargo Clearing, and Morgan Stanley in various capacities. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and advisory services. The firm combines top-down macro analysis with bottom-up stock selection and offers discretionary portfolio management monitored by an investment committee.

Bruce Berman is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Bright Futures Wealth Management, LLC. He is also the owner of Lifetime Financial Group, LLC, an independent financial professional firm. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis tailored to clients’ objectives and risk tolerances.

Matthew Reinhardt is a CFA® charterholder affiliated with Merit Financial Advisors in Mount Prospect, IL. He has prior experience at Biggs Mansion, CIBC Private Wealth, CIBC Bank USA, and DePaul University Athletics. Reinhardt joined Merit Financial Advisors in 2026. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm offers coordinated wealth-management services focused on long-term, diversified portfolios supported by an internal Investment Management team and customizable investment models.

Ryan Birch is a CFP® professional with 24 years of industry experience. He has been with Kingsview Wealth Management, LLC and Kingsview Partners, LLC since 2025, following a 23-year tenure at Edward Jones. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management, model strategies, and access to third-party managers and alternative investments.

Daniel Smyczynski is a CFP®-certified financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, and has 43 years of industry experience. He has been with Ausdal since 2009. Outside of his advisory role, he is also involved in the sale of insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory programs and brokerage services that include investment management, retirement planning, and insurance products.

Ross Cohen is a CFP® with 12 years of industry experience. He currently serves at Ritholtz Wealth Management and Bartlett Wealth Management, having also worked at Ausdal Financial Partners, Nadler Financial Group, and B.C. Ziegler and Company. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients through comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance, using diversified, low-cost ETFs alongside tactical overlays and alternative investments where appropriate, and offers both advisor-led and digital platforms for portfolio management.

Benjamin Carlson is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Brighthouse Securities, LLC and METLIFE Investors Distribution Company. Outside of his advisory role, Carlson serves as an alpine ski coach during the winter months. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages assets primarily on a discretionary basis, using both advisor-driven and proprietary rule-based model allocations, and integrates its services with affiliated financial businesses and product channels.

Jaime Herrera is a financial advisor at Alera Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Securities LLC and B. Riley Wealth Management. Herrera currently serves as a senior investment service coordinator within the Alera Group. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management and ERISA-focused plan services, utilizing a combination of internal management, affiliate platforms, and independent managers with a long-term investment orientation.

James Barnash is a CFP® with over 31 years of industry experience, currently serving at Invst, LLC since 2025. His prior roles include positions at Ns Capital, LLC and several other advisory and tax-related firms. Outside of his advisory work, he has been involved in tax accounting and insurance services since 1988. Invst, LLC provides financial planning, consulting, investment management, and retirement plan services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and employs a multi-disciplinary investment approach that combines fundamental, technical, and cyclical analysis.

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.

Alex Schoenbrun is a financial advisor with Lifemark Securities Corp. and holds a Series 66 designation. He has 2 years of industry experience and has been with Lifemark Securities since 2013. In addition to his advisory role, he is also involved with Midwest Benefit Consultants, Ltd., where he works as an independent insurance agent and pension administrator, focusing on life, disability, long-term care, and group insurance, as well as fixed annuities and 401(k) profit-sharing plan design and servicing. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors. The firm offers customized investment solutions including Unified Managed Accounts, Separately Managed Accounts, and other portfolio management programs, with a suitability-driven approach and accounts managed on either a discretionary or non-discretionary basis.

Adam Saltzman is a CFP® with 24 years of industry experience, currently serving at Northern Trust Securities, Inc. in Skokie, IL, where he has worked since 2003. He holds a Series 63 license and has spent his entire career at Northern Trust Securities. Northern Trust Securities, Inc. is a multi-team SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients. The firm uses a model-driven approach with portfolios that include proprietary and third-party funds, offering advisory, brokerage, and custody services through a wrap fee program.