Caleb Thomas is a CFP®-certified financial advisor with six years of industry experience. He is currently with OneAscent Financial Services LLC and previously worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. Caleb also has experience assisting with financial planning and administrative tasks within his firm. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm utilizes individualized asset-allocation strategies and offers a range of services including discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and outsourced chief investment and compliance officer services.

Robert Freeman is a financial advisor with Simplicity Wealth holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Outside of work, he volunteers with North Suburban Synagogue Beth El, a community men’s group providing programs and support services. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, alongside model portfolios that are actively monitored and rebalanced, and offers technology and operational solutions for other advisers through a third-party asset management platform.

David Settelmyer is a Certified Financial Planner® with 32 years of experience in the financial services industry. He has been with Latitude Advisors, LLC since 2009 and also operates Settelmyer Financial, where he works as a licensed title-insurance agent focusing on life, health, long-term care, and annuity insurance sales. Latitude Advisors serves individuals, high-net-worth clients, and a variety of institutional and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of valuation-driven and momentum-based model strategies and provides continuous monitoring and rebalancing of client portfolios.

Gigi Verrey is a financial advisor at Alera Investment Advisors, LLC with 33 years of industry experience. She holds the ChFC® and Series 63 designations. Her career includes roles at Securian Financial Services, Minnesota Life Insurance Company, Triad Advisors Inc., and Gcg Financial, Inc. Outside of her advisory work, she is the author of the book *Okay, So I Got Fat* and owns Very Smart Ideas, LLC, a website selling inventions and household gadgets, and she also participates in acting and sponsored social media advertising. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. 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, while also offering ERISA-focused services for retirement plans.

Tancuong Trandai is a Series 66 licensed advisor with 15 years of industry experience, currently practicing at CreativeOne Securities, LLC since 2026. He previously worked at Brokers International Financial Services for 13 years. In addition to his advisory role, Trandai serves as a project manager for Peapod Digital Labs, where he manages cross-functional teams and project delivery. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, employing fundamental and cyclical security analysis alongside proprietary asset allocation models.

Michael Stewart is a financial advisor with Sound Income Strategies, LLC, holding the Series 63, Series 66, and Series 65 designations and having 20 years of industry experience. He has worked at Sound Income Strategies since 2015 and is the founder and owner of Crystal Lake Tax and Financial, where he conducts sales and service of fixed and indexed annuities, insurance products, and tax preparation and planning. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies combined with fundamental and technical analysis, offering customized portfolio management, insurance planning, and educational workshops through affiliated entities.

Mitchell Ratnow is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Securian Financial Services, Inc. and Minnesota Life Insurance Company, where he worked for 27 years, as well as positions at Triad Advisors, Inc. and GCG Financial. Ratnow is also involved with GCG Financial, providing fixed business services including long-term care, property casualty, disability insurance, and group benefits. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and retirement plans. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios with a long-term focus, and provides comprehensive ERISA-related plan services to plan sponsors.

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.

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.

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.

Kathryn Edwards is a CFP® with 17 years of experience in financial advisory services. She is currently a partner at P&M Holding Group, LLP and has been with Plante Moran Financial Advisors since 2008. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management.

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.

Srbo Radisavljevic is a CFP® with 29 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. He has held advisory roles at KRD Wealth Management LLC and Strategic Edge Wealth Management, LLC, among others. In addition to his advisory work, he operates as an independent insurance agent through his sole proprietorship. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolio management with a focus on asset allocation and long-term purchasing-power preservation, utilizing a range of investment vehicles and ongoing account monitoring.

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.

Jack Steen is a financial advisor at Ausdal Financial Partners, Inc. based in Crystal Lake, IL. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Ausdal, his work experience includes roles at Hyatt Hotels and Lee & Associates, among others. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of investment and financial planning services tailored to client objectives and integrates multiple custodians and third-party managers into client solutions.

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.

Eric Billimoria is a CFP® professional with 14 years of industry experience, currently serving at Sowell Management. He previously worked at Concert Wealth Management, Inc. from 2012 to 2016. In addition to advising, he engages in tax return preparation seasonally from January through mid-April. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs various investment styles and offers model portfolios, third-party manager selection, and unified managed account solutions.