Mary Ehlert is a CFP® with 28 years of industry experience, currently serving at Simplicity Wealth. She previously worked at Forum Financial Management, LP and operated Ehlert Financial Group. Outside of financial advising, she is involved in multiple nonprofit organizations focused on special needs advocacy and disability services, including serving as CEO of Protected Tomorrows Inc and as a board member for several related charities. 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 investment approach using ETFs, mutual funds, and individual securities, combined with model portfolios and third-party manager oversight, alongside technology-driven services for advisers.

Nicholas Rossetti is a CFP® professional with four years of industry experience, currently serving at Merit Financial Advisors in Deerfield, IL. His prior experience includes roles at Purshe Kaplan Sterling Investments, The Pinnacle Financial Group, Commonwealth Financial Network, and Northern Trust Corporation. 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 utilizing a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio models.

Eric Rosenbloom is a Senior Vice President at Alera Investment Advisors, LLC with 23 years of industry experience. He holds the ChFC® and Series 66 credentials. His prior experience includes roles at Securian Financial Services Inc., Minnesota Life, Triad Advisors, Inc., and GCG Financial, where he continues to serve as a financial advisor. Rosenbloom is also involved in life settlements through the Ashar Group. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a long-term, fundamental analysis-driven investment approach utilizing mutual funds, ETFs, equities, and fixed income, and offers ERISA-focused services for retirement plans.

Arthur Pedgrift III is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ausdal since 2009 and is also associated with Choices Brokerage since 1997. In addition to his advisory work, he is a self-employed insurance agent focusing on life, health, disability insurance, and fixed annuities. 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, with a range of investment strategies implemented on both discretionary and non-discretionary bases.

Steven Nivens is a CFP® professional with 37 years of experience in the financial services industry. He has been with Ausdal Financial Partners, Inc. since 2011. In addition to his advisory role, he is involved in outside insurance sales, including fixed life, health, and disability insurance, and provides referrals for Medicare and travel 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 offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across a range of investment products.

Robert Cheney is a financial advisor at Diversify Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at DFPG Investments, Inc. since 2019 and First Allied Advisory Services, Inc. from 2006 to 2019. Cheney serves on the Board of Governors for the Lowe Institute of Political Economy, a nonprofit research organization. Diversify Advisory Services provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of investment platforms and strategies while maintaining documented client objectives and the ability to engage sub-advisors.

Christopher Jauch is a financial advisor at Crescent Grove Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory across discretionary and non-discretionary mandates. The firm manages approximately $5 billion in client assets and employs a customized investment process that combines long-term strategic allocations with tactical adjustments, supported by a dedicated investment committee.

Carlene Abraham is a financial advisor at Harbour Investments, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Money Concepts Capital Corp. She is also involved as a financial advisor at The Tranel Financial Group and as a salaried employee at 818 Capital Group, LLC. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and various institutional and corporate entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment platforms tailored to individual advisor strategies.

Elizabeth Watkins is a financial advisor at Crescent Grove Advisors with 32 years of industry experience. She holds the Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc and Ziegler Capital Management. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets and employs a customized investment process combining long-term strategic allocations with shorter-term tactical adjustments.

Rebecca Szewczyk is a financial advisor at Alera Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including OSAIC, Triad Advisors, Empower Retirement, and GWFS Equities. Szewczyk is involved in client service management for retirement plan services across multiple affiliated entities. Alera Investment Advisors 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 primarily long-term investment approach.

James Wood is a financial advisor at Crescent Grove Advisors with 25 years of industry experience. He holds the Series 63 designation and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets and employs a customized investment process that combines strategic and tactical asset allocation overseen by a dedicated investment committee.

Eric Cima is a financial advisor at Harbour Investments, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Money Concepts Capital Corp for over 30 years. In addition to his advisory roles, he is a salaried employee of 818 Capital Group, LLC and is also an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to a diverse clientele, 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, offering a range of portfolio management options and model-based solutions.

Dov Robinson is a financial advisor at M Holdings Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at M Holdings Securities since 2017, previously spending a year at Kestra Financial Services and maintaining involvement with The Robinson Financial Group since 2005. Outside of his advisory work, he is a member of the YU Kollel Torah MiZion, where he provides strategic and programming advice, and serves on the board of Camp Moshava Wildrose, contributing to governance and fundraising efforts. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations, offering both advisory and brokerage services through a nationwide network of independent professionals. The firm provides a range of investment management programs, retirement plan consulting, and financial planning, utilizing platform providers and sub-advisory arrangements to support portfolio management and client service.

Matthew Butler is a CFP® with six years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2025. He previously worked at AFIN Family Wealth Management and Cetera Investment Services. Outside of advising, Butler is a founding member of BNI Chicago, a networking organization. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of affiliated services.

Mark De Vito is a financial advisor with Infinity Financial Services Advisory, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Mass Mutual. He also acts as an independent insurance agent, offering fixed and traditional annuities for financial planning purposes. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for 642 clients across 35 advisors. The firm provides portfolio management, financial planning, adviser selection, and pension consulting for individual and high-net-worth clients, using a multi-method investment approach that incorporates various analysis techniques and complex investment products.

George Mcelroy is a financial advisor with Trustmont Advisory Group, Inc. in Des Plaines, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Infinity Financial Services and LPL Financial, LLC. Trustmont Advisory Group serves individual and institutional clients, providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook using public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Steven Lee is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with BFC Planning since 2016. Lee also serves as president of the Taiwanese American Chamber of Commerce of Greater Chicago and acts as an advisor to the Overseas Community Affairs Council for the Taiwanese government. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and sub-advisors, with investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Joey Bunton is a financial advisor at Harbour Investments, Inc. with nine years of industry experience. He has previously worked at firms including Money Concepts Capital Corp. and NYLIFE Securities LLC. Outside of his advisory role, Bunton is an independent insurance agent and is involved with 818 Capital Group, a customer service and payroll company. Harbour Investments serves a diverse client base including individual, trust, pension, and corporate clients. The firm offers a range of portfolio management and financial planning services utilizing various investment approaches tailored by individual advisors and approved third-party managers.

Elliot Yablun is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with World Equity Group since 2014 and also owns Shiggies Vinyl, a business focused on buying and selling vinyl records through online sales. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches and offers portfolio management, financial planning, and access to third-party managers.

Matthew Jamieson is a financial advisor with M Holdings Securities, Inc. and holds Series 63 and Series 65 licenses. He has 15 years of industry experience and is president of Jamieson Financial Services, LLC, where he also leads fixed insurance product sales and services. Jamieson serves on the board of the Greater North Shore Estate & Financial Planning Council and is a committee member of the Cherry Scholarship Fund. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.