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.

David Taylor III is a financial advisor at Arete Wealth Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at firms including Wells Fargo Clearing Services, LLC and Practice Management Consultants, LLC. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory, utilizing a combination of advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.

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.

William Karstenson Jr. is a financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ausdal since 2010 and has operated Karstenson Financial Services since 1997. Outside of his advisory work, Karstenson serves as a permanent deacon for the Archdiocese of Chicago, performing liturgical and ministerial duties. 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 offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of discretionary and non-discretionary investment strategies across various asset classes.

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.

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 five years of industry experience. He holds a Series 65 designation and has worked with firms including Simplicity Wealth, Phyxius Financial Group, Wealth Watch Advisors, Money Concepts Capital Corp., and Senior Solutions LLC. In addition to his advisory role, he is also an insurance agent for various carriers. Maia Wealth offers discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis, combining traditional advisory oversight with technology and third-party platforms to implement portfolios using mutual funds, ETFs, and individual securities.

George Clougher is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at OneAmerica Securities, Red Oak Risk Management, Praxis Capital Management, Safe Money Concepts, and MPS-LORIA Financial Planners. He is also involved in non-variable insurance sales. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, offering portfolio management, financial planning, consulting, and sub-advisory services. The firm employs a multi-team model to tailor portfolios to client goals and risk tolerance through tactical, strategic, and dynamic investment approaches.

Allan Kaplan is a financial advisor with M HOLDINGS SECURITIES, Inc., holding the ChFC® designation and a Series 63 license, with 39 years of industry experience. He has worked at M. Holdings Securities since 2001 and The Robinson Financial Group, Inc. since 2017, following a 32-year tenure at New Century Planners. Kaplan serves as a trustee for Lake Forest Academy, a nonprofit high school board position. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both in-house portfolio management and third-party sub-advisors.

Bradley Underwood is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding a Series 66 credential and over 23 years of industry experience. He has been with World Equity Group since 2015. Outside of his advisory role, Underwood is involved in several entrepreneurial and consulting activities, including providing payroll, benefits, and HR services through Professional Employer Organizations as an independent contractor and offering prepaid legal and identity protection services. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, pensions, trusts, and business entities. The firm employs risk-tolerance questionnaires to guide asset allocation and offers managed portfolios with discretionary authority granted to third-party money managers and investment adviser representatives.

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® with 10 years of industry experience, currently with Dynamic. He has held roles at Werth Weil Wealth Management Inc. since 1998, including its associated entities, and was previously with Strategic Wealth Partners from 2016 to 2020. Outside of advisory work, he owns multiple seats at the Chicago Mercantile Exchange, which he rents out. Dynamic serves a diverse range of clients including individuals, trusts, charitable organizations, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers a variety of investment and advisory services, with particular focus on supporting other advisers through technology, compliance, and sub-advisory solutions.

Thomas Chernesky is a CFP® with 27 years of industry experience, currently serving as an advisor at Robertson Stephens since 2024. Prior to this, he spent 11 years at CAFG Wealth Management, Inc., where he was also president of the company, a non-operating legal entity handling payments from the installment sale of a former RIA business to Robertson Stephens. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of the end of 2024.

Garland Kizer is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Merit Financial Advisors and has held roles at Cetera, VOYA Financial Advisors, and his own firms, Kizer & Associates and Kizer Financial Services. Kizer serves as a trustee for the THSD 214 Foundation and MacMurray College, and he is chairman of the Bartlett 4th of July Festival committee. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors. The firm serves a diverse client base including individuals, businesses, and institutions, emphasizing a long-term, diversified investment approach through model portfolios and customizable strategies overseen by a central Investment Management team.

Jeffrey Birch is a financial advisor at Kingsview Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior positions include roles at American Express, Rain City Capital, and JPMorgan Chase, as well as consulting through his own firm, JBirch Consulting. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services that integrate in-house portfolio management with third-party managers and alternative investments, supporting both discretionary and non-discretionary advisory arrangements.

Mark Lishchynsky Jr. is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with World Equity Group since 2013. World Equity Group provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, and business entities. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and third-party money managers.

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.

Brendan Donlevy is a financial advisor with VestGen Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Triad Advisors, Northwestern Mutual, and Capital Forensics Inc. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional entities. The firm combines advisor-level client relationship management with centralized portfolio construction and utilizes third-party managers and affiliated funds as part of its investment approach.