Kyle Holben is a financial advisor at Alera Investment Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Triad Advisors, New York Life Insurance Company, and Nylife Securities LLC. Outside of finance, he is a co-owner of an automotive detailing business. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension-consulting platforms in its advisory services.

Jose Hauad III is a financial advisor at IHT Wealth Management LLC with 21 years of industry experience. He holds a Series 66 designation and has been with IHT Wealth Management and LPL Financial since 2015. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection combined with quantitative tools and diversified model portfolios, and it offers a range of services including discretionary asset management and ERISA plan consulting.

Shaun Eck is a financial advisor with Realta Investment Advisors, Inc who holds a Series 66 designation and has 18 years of industry experience. His career includes roles at firms such as Merrill Lynch, Bank of America, and Kestra Private Wealth Services. He is also the owner of Quantas Group, LLC, a marketing and advisory business focused on transactional services and tax benefits related to life insurance products. Realta Investment Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and institutional clients. The firm utilizes a range of strategies including asset allocation across various investment vehicles and offers both discretionary and non-discretionary portfolio management.

Erin O'Connor Bell is a CFP® with 13 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. Her prior experience includes roles at The Mather Group, Facet Wealth, Inc., Incite Financial Planning, LLC, and The Bank of New York Mellon. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, emphasizing asset allocation and long-term purchasing power preservation through a variety of investment strategies.

Mitchell Prosk is a financial advisor at Crescent Grove Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with Crescent Grove Advisors since 2015. The firm serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory across discretionary and non-discretionary mandates. Crescent Grove 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.

Dar Baruchim is a financial advisor with Mariner Independent in Schaumburg, IL, holding Series 63 and Series 65 registrations. Baruchim has been with Mariner Platform Solutions and Kadima Wealth since 2026 and has prior experience at Northwestern Mutual and ATN Inc. Mariner Independent serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of advisors using a wide range of investment tools and affiliated businesses.

Teresa Young is a financial advisor with First Advisors National, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at W&S Brokerage Services, Western Southern Life, Alliant Credit Union, and LPL Financial. She volunteers as a tax preparer and quality examiner for Ladder Up in Chicago, assisting low-wage earning families with pro bono tax preparation. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes manager selection and tactical allocation, utilizing fundamental analysis and formal annual reviews to guide its investment process.

Lee Nysted is a financial advisor with SeaCrest Wealth Management, LLC in Lake Bluff, IL, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with SeaCrest Wealth Management since 2015. Outside of finance, he operates an online music sales business. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach combining fundamental and technical analysis and utilizes both proprietary and third-party AI tools to support decision-making.

Ethan Rosenbloom is a CFP® professional with nine years of experience in financial advising. He currently works at Alera Investment Advisors, LLC and has previously been associated with firms including Triad Advisors, Inc. and Discovery Group. Outside of his advisory role, he has worked as a delivery driver for food services. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored plans. The firm employs a primarily long-term, fundamental-analysis investment approach and integrates its advisory services with insurance and pension-consulting platforms.

Thomas Fogerty is a CFP® and ChFC® with 33 years of experience in financial services. He has worked at BFC Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc. since 2019, and previously at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. from 2010 to 2019. Fogerty is also involved with TJF Retirement Strategies, providing financial planning and investment advisory services. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various advisory platforms, with investment strategies that include stocks, bonds, mutual funds, and ETFs.

Steven Mogul is a financial advisor at Arete Wealth Advisors, LLC with 29 years of industry experience. He previously worked at UBS Financial Services for 17 years and at Miramar Capital for 3 years. He serves on the board of the Ann & Robert H. Lurie Children’s Hospital Children’s Research Fund. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it employs third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Kevin Tavas is a financial advisor with Silver Oak Securities, Inc. and holds a Series 66 designation. He has 25 years of industry experience, including roles at Cetera, Bright Futures Wealth Management, and Lifetime Financial Group, where he currently serves as an investment advisor and equity strategist. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives, with an emphasis on discretionary investment management and operational features such as automated portfolio monitoring and deployment.

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.

Ian Barr is a CFP® with 18 years of experience in financial advising. He is currently with Pure Financial Advisors, LLC and has previously worked at firms including Morgan Stanley, Fisher Investments, and J.P. Morgan Securities. Pure Financial Advisors, LLC manages approximately $11 billion in assets for individual and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management, employing a financial-planning-centered approach that incorporates academic theories such as modern portfolio theory and tax-aware asset-location.

Michael Clark is a CFP® with 49 years of industry experience, currently affiliated with M Holdings Securities, Inc. since 2001. He has also been associated with Jamieson Financial Services, LLC for 15 years and has operated as a self-employed advisor under Clark & Ennen for 37 years. Clark serves on the Finance Council at Our Lady of Peace Parish and is a council member of the Diocesan Finance Council, providing volunteer financial advisory services. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory, with a focus on suitability-based recommendations and ongoing portfolio monitoring.

Michele Hansen is a financial advisor at Latitude Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Latitude Advisors since 2021, previously spending six years at Starcom Worldwide. Hansen also maintains roles with Jeffrey Lasky Financial Services, LLC and GWN Securities Inc., and is a licensed life insurance producer. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

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.

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.