James Geake is a financial advisor at Madison Avenue Securities, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Madison Avenue Securities since 2006. Geake is also a 50% owner of Wayne Messmer & Associates, LLC, which provides sales and service of life and health insurance and annuities. Additionally, he serves as a board member of Voyageur Crossings Condominium. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of account platforms and investment strategies, delivering portfolio management, financial planning, pension consulting, and college-savings services through its network of investment adviser representatives.

James Murphree II is a financial advisor with ON Investment Management Company in Lake Forest, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Since 2007, he has worked with The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, Murphree serves as president of several consulting and business ventures, including Murphree Investment Group and International Forestry, Inc., and he is a member of the board of directors for Maple Valley Cooperative. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary strategies and access to various third-party investment programs.

Kimberly Woodsum is a financial advisor at Simplicity Wealth with two years of industry experience. She holds a Series 65 designation and previously worked at Ehlert Financial Group, Inc. from 2022 to 2024. Outside of her advisory role, she also presents and sells life insurance to clients when appropriate. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and other financial firms. The firm uses a fund-of-funds investment approach primarily with ETFs and mutual funds, offering model portfolios that are actively monitored and rebalanced, alongside advisory and technology services for other advisers.

Vivian Ding is a financial advisor at Coppell Advisory Solutions LLC with Series 63 and Series 65 licenses. She has one year of industry experience, including prior roles at Allianz Life Insurance Company of North America and Lilly Financial. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses an open-architecture platform with asset allocation models and employs a broad investment toolkit across various asset classes and strategies, serving over 8,800 clients with more than $1.1 billion in assets under management.

Blake Macke is a financial advisor at Waverly Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at StrategIQ Financial Group, LLC and Centier Bank. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of investment management and financial planning services.

Michael Markowitz is a financial advisor with Advisory Services Network, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at PPM America, Inc. and Mesirow Financial, Inc. He is based in Glenview, Illinois. 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, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Brian Collins is a CFA® charterholder and financial advisor with HUB Investment Partners, LLC, based in Northbrook, IL. He has four years of industry experience and previously worked at Harbor Capital Advisors, Inc. for sixteen years and operated an independent consulting practice. HUB Investment Partners serves a diverse client base including institutional investors, public entities, foundations, and individual clients. The firm employs both active and passive investment strategies across a range of asset classes and offers specialized services for banking and municipal clients.

Arnoldo Garza is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He previously held engineering roles at Navistar, Inc., where he worked for over 26 years, including as an engineering manager. Garza is also involved in insurance marketing and sales through affiliated entities and other insurance firms. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach utilizing proprietary research and offers model-based portfolio management with integrated trading and operations infrastructure.

Shannon Cooper is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. She has five years of industry experience and has worked with Vanderbilt since 2021. In addition to her advisory role, she is also licensed as an insurance agent, involved in life insurance and annuity sales. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process combining fundamental, technical, and charting analysis, and is notable for its formal integration with retirement-plan and benefits firms, supporting advisory, pension consulting, and plan administration services.

Dominic Messina is a financial advisor at Ascentis Independent Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including ORG Partners, WealthShield Partners, and J.P. Morgan Securities. Outside of his advisory role, he owns a custom furniture business. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm offers tailored investment advice through discretionary management, third-party managers, and a Private Direct Investments program focused on illiquid private funds.

Andrew Park is a financial advisor at Compound Planning, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at Curi RMB Capital, LLC and Vennwell, LLC. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries, offering discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools and provides access to direct investment management as well as a Turnkey Asset Management Program featuring both in-house and third-party investment models.

Eric Fields is a financial advisor with Nfsg Corporation and holds the Series 63 and Series 65 designations. He has 32 years of industry experience, including prior roles at NewBridge Securities Corporation, Chicago Investment Group, Ameriprise Advisor Services, and Choreo, LLC. Outside of finance, he is involved with H&B Fields Inc., a company engaged in product distribution and delivery. Nfsg Corporation serves a diverse client base that includes individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, financial planning, and access to third-party asset managers, utilizing a range of investment instruments and internal research support.

Jeffrey Lasky is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 designations and over 41 years of industry experience. He has worked at Latitude Advisors since 2009 and previously held positions at Medallion Advisory Services, Genworth Financial Planning Corporation, and Cetera. In addition to his advisory role, he is an independent insurance agent focusing on fixed and health insurance and owns a related financial services holding company. Latitude Advisors serves individuals, high-net-worth clients, and a variety of institutional and corporate clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm employs valuation-driven and momentum-based multi-asset model strategies, often managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

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.

Michael Chandler is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at firms including UBS Financial Services, Raymond James & Associates, Brewer Investment Advisors LLC, and Dogwood Capital Management, LLC, where he also serves as president. Outside of his advisory roles, Chandler is a board member of the Karen Chandler Trust, which supports cancer patients with fundraising and assistance, and he serves on the Board of Trustees for Fayetteville Technical Community College. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, institutions, and business entities, offering managed portfolios through wrap-fee programs and third-party money managers. The firm uses risk-tolerance assessments to guide asset allocation and grants discretionary authority for portfolio management, with custody and trade execution handled by Schwab & Co.

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 firms including Origami Risk and OneStream Software. Outside of advisory work, he is involved in marketing, education, and sales of advisory and insurance services related to his firm. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on momentum, relative strength, and trend-following strategies applied to ETFs and mutual funds, supported by proprietary research and operational infrastructure.

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 has held a position at ICMA-RC Services, LLC since 1995. His credentials include the Series 63 and Series 65 licenses. 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 Guided Pathways Advisory Services, utilizing investment advice and model portfolios 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.