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.

Austin Righeimer is a CFP® and CFA® with three years of industry experience. He is currently with NorthRock Partners, LLC, where he previously worked from 2023 to 2025 and returned in 2026. His work history also includes positions at Beacon Pointe Advisors LLC, Northern Trust, Anixter, and Duff & Phelps. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach centered on asset allocation, diversification, and periodic rebalancing, integrating private market allocations and using AI-driven tools alongside human oversight.

Robert Karstenson is a financial advisor with Ausdal Financial Partners, Inc. in Palatine, IL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with Ausdal since 2014 and concurrently operates Karstenson Financial Services. Additionally, he works as an insurance sales agent, specializing in life, health, and accident insurance. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm provides a range of services, including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, tailoring investment strategies to client objectives and risk tolerance.

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.

David Bossov is a financial advisor at Quartz Partners Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Wells Fargo Clearing Services, and Fifth Third Bank. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries through model-based investment management, combining top-down macro analysis with bottom-up stock selection across distinct portfolio series. The firm manages accounts on a discretionary basis and delivers models via multiple channels, supported by ongoing committee oversight.

Bruce Berman is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at multiple firms including Cetera Advisors LLC, Bright Futures Wealth Management, LLC, and has been associated with Lifetime Financial Group since 1997. Outside of his advisory work, he is involved with Lifetime Financial Group, an independent financial professional business. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a primarily discretionary investment management approach tailored to client objectives and risk tolerances.

Matthew Reinhardt is a CFA® charterholder affiliated with Merit Financial Advisors and has one year of industry experience. His prior roles include positions at Biggs Mansion and CIBC Private Wealth, as well as experience with DePaul University Athletics. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach supported by an internal investment management team and offers a range of account arrangements and financial-wellness programs.

Ryan Birch is a CFP® with 24 years of industry experience. He joined Kingsview Wealth Management, LLC in 2025 after spending 23 years at Edward Jones. His other business activities include managing a rental property in Barrington, Illinois. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. It offers financial planning and asset management through a combination of in-house strategies, third-party managers, and alternative investments across various portfolio types.

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 is currently with Ritholtz Wealth Management and has previously worked at Bartlett Wealth Management, Ausdal Financial Partners, Nadler Financial Group, B. C. Ziegler And Company, and Equitable Advisors. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm emphasizes a goal-based investment approach using diversified, low-cost ETFs combined with tactical overlays and alternative investments, supported by both advisor-led services and digital platforms.

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.

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.

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.

Robert Yarosz is a ChFC® credentialed financial advisor with 36 years of industry experience, currently affiliated with World Equity Group, Inc. since 1997. Prior to and alongside his tenure at World Equity Group, he has also worked with World Lending Group and the Connecticut General Life Insurance Company. Outside of his advisory roles, he is involved in occasional sales of long-term care and life insurance products. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, and various institutional entities. The firm offers managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management, financial planning, and third-party money managers to implement asset allocation and investment strategies.

Mary Heil is a financial advisor at Simplicity Wealth with eight years of industry experience. She holds a Series 65 license and has previously worked at Ehlert Financial Group and Protected Tomorrows. Heil is also the Corporate Operations Manager at Protected Tomorrows and holds a Notary Public commission. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as technology and operational support for advisers through a turn-key asset management platform.

Karoline O'Connor is a financial advisor with Gladstone Wealth Partners in Schaumburg, IL, holding Series 63 and Series 65 credentials and nearly three decades of industry experience. Her prior roles include 14 years at UBS Financial Services and five years at LPL Financial. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of investment approaches and is notable for its integration of retirement plan services and institutional manager relationships.

Freddie Blumenfeld is a financial advisor with Latitude Advisors, LLC in Skokie, Illinois, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Latitude Advisors since 2010 and also has a long-standing role at Pawlan Blumenfeld Miscinski & Assoc Ltd, where he is involved in accounting and tax return services. Additionally, he works as an independent insurance agent with a focus on life and health insurance. Latitude Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering financial planning, discretionary portfolio management, and pension consulting. The firm uses valuation-driven and momentum-based multi-asset model strategies, combining in-house and third-party approaches, and emphasizes continuous monitoring and rebalancing of client portfolios.