Ryan Anderson is a Series 65-licensed advisor with Wealth Management, based in Mundelein, IL, and has eight years of industry experience. Prior to joining Wealth Management, he worked at PPG for two years and has served as an Accounting Manager at Accounting Freedom, a CPA firm, where he has been employed since 2017. His role at Accounting Freedom involves accounting and tax responsibilities. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, providing discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and a long-term, buy-and-hold investment approach.

Jeffrey Gin is a CFP® with 24 years of industry experience, currently affiliated with Exodus Wealth, LLC. He has worked at Prosperity Wealth Management, Inc. since 2015 and has been associated with Fortune Financial Services Inc. since 2006. In addition to his advisory role, he is involved in tax preparation through his separate business activities. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans by providing asset management, financial planning, and consulting services. The firm manages discretionary portfolios using a variety of investment strategies and emphasizes tailored account supervision with regular reviews and rebalancing.

Benjamin Martin is a financial advisor with Harbour Investments, Inc. in Libertyville, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Harbour Investments and The Tranel Financial Group in 2026, he worked at Bank of America, Merrill, Good Times USA LLC, and Liggett Vector Brands. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and platforms tailored to advisor and client needs.

Daniel Cohen is a financial advisor with Thurston Springer Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Thurston Springer Financial, Nations Financial Group, Wells Fargo Advisors, and UBS Financial Services. Outside of advisory work, he serves as a tax consultant and also works occasionally as a DoorDash driver. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies supported by fundamental, technical, and cyclical analysis.

Gregg George is a financial advisor at Crescent Grove Advisors with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Goldman Sachs Wealth Services and BMO Asset Management Corp. In addition to his advisory role, he serves on a steering committee for Barrett Upton, providing guidance on the business model. Crescent Grove Advisors offers integrated wealth management, family office, and Outsourced Chief Investment Officer services to high-net-worth individuals, family offices, and institutional clients. The firm’s investment process is based on client-specific investment policy statements and an asset allocation framework overseen by an investment committee sourcing independent managers and alternative strategies.

Christopher Mercer is a financial advisor at Lifeworks Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab, TD Ameritrade, and Scottrade. Mercer is also a licensed insurance agent involved in insurance sales and implementation. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, and portfolio management. The firm uses both planning-based and risk-based investment approaches, incorporating model strategies with low-cost funds, individual securities, options, and third-party managers, while maintaining integrated tax and accounting capabilities through affiliated entities.

Joshua Simon is a financial advisor with Thurston Springer Advisors in Lake Forest, IL, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior experience includes roles at Wells Fargo Advisors from 2009 to 2021 and UBS Financial Services from 1998 to 2005. Outside of his advisory work, he is president of Java Culture, a family-owned integrated marketing agency. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies, including tactical and earnings momentum models, and integrates its advisory services with affiliated broker-dealer and insurance operations.

Shanna Venne is a financial advisor at Crescent Grove Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with Crescent Grove Advisors since 2018. Outside of her advisory role, she serves as a member and accountant for Opal 53, LLC, performing accounting duties related to real estate. 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 emphasizes a client-specific investment policy statement and asset allocation framework, utilizing independent managers and alternative strategies through an investment committee.

Paul Knier is a financial advisor with CL Wealth Management LLC in Big Lake, MN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with CL Wealth Management since 2011 and also works with Cabot Lodge Securities. Outside of his advisory roles, Knier serves as the mayor of Big Lake, MN. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis with a focus on both discretionary and non-discretionary management.

Sara Berkowicz is a CFP® with 24 years of experience, currently serving at Lifemark Securities Corp. since 2009. She is also an independent insurance agent and the founder of Can I Keep The House, Inc., a financial planning and divorce mediation firm. Since 2020, Berkowicz has been a faculty member at The College for Financial Planning, where she teaches and publishes research. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily for individual investors and retirement plan sponsors, offering tailored, suitability-driven advice with a range of managed account programs and consulting services.

Bradley Saurbaugh is a financial advisor at Harbour Investments, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked previously at J.W. Cole Financial, Inc. and various insurance carriers associated with W&R Insurance Agencies. He is also engaged in insurance sales through Chicago Investment Advisory Council, Inc. as a financial associate. Harbour Investments serves a diverse client base including individual clients, trusts, pension and 401(k) plans, and institutional and corporate entities, offering portfolio management, financial planning, and various managed account solutions. The firm utilizes a range of investment approaches through individual advisers and third-party managers, and provides multiple execution pathways for clients.

James Cannon is a financial advisor at Snowden Capital Advisors LLC with 25 years of industry experience. He previously worked at JP Morgan Chase Bank NA and JP Morgan Securities LLC from 2011 to 2020. Cannon holds Series 63 and Series 66 licenses. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, utilizing a multi-team approach combined with institutional capabilities and a wide range of investment tools.

Oren Guzman is a financial advisor at Silver Oak Securities, Inc. with 25 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cetera, Bright Futures Wealth Management, Lifetime Financial Group, and BMO Harris Financial Advisors. He also maintains a role at Lifetime Financial Group where he is involved in portfolio management, financial planning, and trading. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business 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 that are primarily discretionary and tailored to client objectives and risk tolerances, utilizing strategies such as financial professional-directed portfolios and model-based investment solutions.

Richard Babjak Jr. is a financial advisor at Summit Financial, LLC with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Summit Financial in 2024, he worked at Midway Wealth Partners, LLC and World Equity Group, Inc. He is also involved in a separate business venture, Arlington Ventures. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services.

Gregory Hadley is a financial advisor at Brookwood Investment Group with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Belpointe Asset Management and Retirement Wealth Advisors Inc. Since 2015, he has served as an Options Trading Instructor at Online Trading Academy. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios through a variety of management strategies and maintains multiple affiliated businesses and platform relationships.

Christopher Dallas is a financial advisor at World Equity Group, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with World Equity Group since 2011. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Richard Levitz is a financial advisor with Alera Investment Advisors, LLC in Deerfield, IL. He holds the CFP® and ChFC® designations and has 34 years of industry experience. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance Company, and Triad Advisors. He is also involved in a coaching and facilitating business, The Glenmore Group, LLC, and serves as a part-time faculty member at the Lake Forest Center for Leadership. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a long-term, fundamental-analysis driven approach and integrates insurance and pension-consulting platforms in its advisory services.

Randolph Rodriguez is a financial advisor with CL Wealth Management LLC in Schaumburg, IL, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. His career includes roles at Cabot Lodge Securities LLC, B.B. Graham & Company, Inc., American Asset Advisory LLC, and Morgan Stanley & Co. LLC. He also operates d/b/a Saber Wealth Management, providing financial advising and wealth management services. CL Wealth Management LLC offers portfolio advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and businesses. The firm employs both discretionary and non-discretionary management strategies, utilizing fundamental and technical analysis, model portfolios, and various investment vehicles to tailor client strategies.

Francesco Fiore is a financial advisor with Wealth Management, LLC, holding the Series 65 designation and with 12 years of industry experience. He has been with Wealth Management since 2014 and is also president of Accounting Freedom, Ltd, a CPA firm he has managed since 2005. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm emphasizes broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and supports other advisers through backoffice and recordkeeping services.

Donald Cohen is a Series 66-credentialed financial advisor with 25 years of industry experience, currently with World Equity Group, Inc., where he has worked since 2011. He has also operated his own CPA practice since 1982. Outside of his advisory role, Cohen serves as president of a condominium association in Hollywood, FL, and is a board member of the Boca Rio Golf Club. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a variety of clients, including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers managed portfolios through wrap-fee programs and utilizes discretionary third-party managers, emphasizing asset allocation grounded in clients’ risk tolerance.