Jacob Kerstein is an investment advisor representative at Latitude Advisors, LLC, holding Series 63 and Series 65 licenses with one year of industry experience. He has held roles at GWN Securities, Jeffrey Lasky Financial Services, and Latitude Financial since 2025. His prior background includes four years at the University of Wisconsin-Madison and teaching experience at various schools. Latitude Advisors serves individuals, high-net-worth clients, and institutions with financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs valuation-driven and momentum-based multi-asset model strategies, managing most accounts on a discretionary basis with ongoing monitoring and rebalancing.

Jeffrey Cismoski is a CFP® with 12 years of industry experience. He is currently with Ascentis Independent Advisors, LLC, where he has worked since 2026. Prior to this, he held positions at ORG Partners LLC, WealthShield Partners, LLC, Cresset Asset Management, LLC, and Evanston Investments Inc DBA Evanston Advisors. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm customizes investment advice based on client objectives and employs a combination of discretionary management, third-party managers, and platform solutions, including a Private Direct Investments program for allocating clients to illiquid private funds.

Jack Long is a financial advisor at Summit Financial, LLC with one year of industry experience. He holds a Series 66 designation and has worked at firms including World Equity Group and Midway Wealth Partners. Jack attended Auburn University from 2021 to 2025. Summit Financial, LLC is a multi-team advisory firm that manages about $26.35 billion in assets for roughly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

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.

John Sciaccotta is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Forum Financial Management, LP. In addition to his advisory role, he is the managing partner of DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a CPA firm. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment management programs, including third-party manager selection and monitoring.

Adam Sarno is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Bank of America. He also mentors college students who are members of Beta Theta Pi at Butler University. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

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 offers a range of investment management, financial planning, and multi-family office services.

Michael Markowitz is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior experience includes roles at PPM America, Inc. and UBS Asset Management (US) Inc. He has worked at Advisory Services Network since 2021. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing a variety of securities and third-party managers while accommodating flexible engagement types.

Brian Collins is a CFA® charterholder with four years of industry experience. He is currently with HUB Investment Partners, LLC and previously worked at Harbor Capital Advisors, Inc. He has also operated an independent consulting practice. HUB Investment Partners serves a diverse client base including institutional, municipal, and individual investors. The firm employs a blend of active and passive strategies across various asset classes and offers specialized services for banking and thrift clients, with an emphasis on both discretionary and non-discretionary portfolio management.

Garrett Mills is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St Securities since 2016, following roles at Concorde Asset Management, LLC and B. Riley Wealth Advisors, Inc. Outside of his work at LSIA, Mills serves as Senior Vice President at Harvest Financial Group LLC, where he provides financial planning and is licensed for life, health, and accident insurance. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs and is notable for managing a larger proportion of assets on a non-discretionary basis compared to many large advisory firms.

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.

James Baldwin is a CFA® charterholder with 22 years of industry experience. He has been associated with LaSalle St. Securities, L.L.C. since 1999. Baldwin is involved in managing a family LLC that allocates inherited capital and real estate. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary assets under management.

David Lewis is a CFA® charterholder with nine years of industry experience. He has worked at Oxford Financial Group, Ltd. since 2017 and previously spent nine years at William Blair & Co., LLC. He serves as an Oxford Investment Fellow and participates on Limited Partner Advisory Committees for certain underlying investment funds without compensation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments and manager-of-managers solutions, with an investment approach emphasizing diversified asset allocation across public and alternative asset classes.

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 with Compound Planning, Inc. He holds a Series 65 designation and has eight years of industry experience. His prior roles include positions at Curi RMB Capital, LLC and Vennwell, LLC. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, turnkey asset management, sub-advisory programs, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process and integrates a range of strategies from low-cost ETFs to professional options, supported by technology-driven portfolio oversight.

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.