Thomas Blumenfeld is a financial advisor at Latitude Advisors, LLC with three years of industry experience. He is a Certified Public Accountant licensed in Illinois and has provided accounting and tax services through Pawlan, Blumenfeld, Miscinski & Assoc., Ltd. since 2005. Outside of his advisory role, Blumenfeld serves as treasurer for Alligator Aquatics, a nonprofit swim team. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm combines model-based strategies with fundamental and quantitative analysis to manage portfolios, typically on a discretionary basis.

David Keevins is a financial advisor at Crescent Grove Advisors with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, outsourced chief investment officer (OCIO) solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets and emphasizes customized investment policy statements and an asset-allocation approach combining long-term strategic and short-term tactical adjustments.

Mark Wolter is a financial advisor at Harbour Investments, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LPL Financial and Beacon Wealth Advisors. Wolter serves as a volunteer board member for the Special Olympics Illinois Golf Outing, helping to plan and promote fundraising events. Harbour Investments, Inc. provides portfolio management, financial planning, and advisory services to individual clients, trusts, pension plans, and institutional entities. The firm uses a variety of investment approaches and offers multiple execution platforms tailored to client needs.

Kathryn Edwards is a CFP® with 17 years of experience in financial advisory services. She is currently a partner at P&M Holding Group, LLP and has been with Plante Moran Financial Advisors since 2008. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management.

Randall Cashmore is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Peace of Mind Private Wealth Management, FOUNDATIONS INVESTMENT ADVISORS, and Berthel Fisher and Company. He also operates Cashmore Investments, an independent venture he has maintained since 2009. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment process focused on tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Mark Hollick is a financial advisor with Johnson Investment Counsel, Inc. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Prior to joining Johnson Investment Counsel in 2025, he worked at Payden & Rygel for two years and Natixis Global Associates for thirteen years. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, public agencies, and charitable organizations. The firm employs a team-based investment approach combining quantitative equity analysis with fixed income strategies and offers a range of services such as discretionary portfolio management, financial planning, and model portfolio solutions for third-party platforms.

Robert Hamer is a financial advisor at Stratos Wealth Advisors LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, Sunset Partners Capital Management, and Asset Management Group LTD. Stratos Wealth Advisors serves individual and institutional clients through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to client goals.

Srbo Radisavljevic is a CFP® with 29 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. He has held advisory roles at KRD Wealth Management LLC and Strategic Edge Wealth Management, LLC, among others. In addition to his advisory work, he operates as an independent insurance agent through his sole proprietorship. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolio management with a focus on asset allocation and long-term purchasing-power preservation, utilizing a range of investment vehicles and ongoing account monitoring.

Andrew Adams is a wealth advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at firms including Triad Advisors and Waddell & Reed Inc. He is based in Chicago, IL. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and plan sponsors. The firm uses a combination of internal management, affiliated platforms, and independent managers to construct portfolios focused on long-term fundamental analysis and offers ERISA-compliant services for retirement plans.

Bradley Steinman is a CFP® with five years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. Prior to joining Waverly in 2024, he worked at StrategIQ Financial Group, LLC and Personal Financial Planning, Inc. He also has experience as a public defender for Marion County. Outside of advisory work, he is involved with StrategIQ Tax and Business Services, LLC, which provides tax return preparation. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, integrating traditional and alternative investment strategies.

Chan Lim is a financial advisor at Savvy with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Cetera, Centric Wealth Management, and TD Ameritrade. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support a range of client needs.

John Michalak is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Harbour Investments in 2023, he worked for Chicago Investment Advisory Council and J.W. Cole Financial, Inc. Michalak is also involved in the sale of fixed insurance and annuity products through various insurance carriers. Harbour Investments serves individual clients, trusts, pension and 401(k) plans, and institutional and corporate entities. The firm offers portfolio management, financial planning, and a range of investment approaches tailored to advisors and clients, including use of third-party managers and multiple execution platforms.

Eric Billimoria is a CFP® professional with 14 years of industry experience, currently serving at Sowell Management. He previously worked at Concert Wealth Management, Inc. from 2012 to 2016. In addition to advising, he engages in tax return preparation seasonally from January through mid-April. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs various investment styles and offers model portfolios, third-party manager selection, and unified managed account solutions.

Brian Rosen is a financial advisor at Ritholtz Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has worked at Ritholtz Wealth Management since 2017. His prior roles include positions at RWM Insurance Services, LLC, Sheridan Road Advisors, LLC, Independent Financial Partners, and LPL Financial. Ritholtz Wealth Management advises a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance principles, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Thomas Fay is a ChFC® credentialed financial advisor at ValMark Advisers, Inc. with 34 years of industry experience. He has held roles at several firms, including Long Road Risk Management Services and Tfi Benefits, Inc., where he serves as president. Outside of his advisory work, Fay is also a member of a musical band. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using proprietary and third-party platforms, including ETFs and mutual funds, along with sub-advisory and consulting services.

Robert Lopez is a CFP® professional with nine years of industry experience, currently serving at Advisory Services Network since 2025. Prior to this, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2019 to 2025, and at Bank of America and Merrill from 2016 to 2019. Outside of his advisory role, he is the owner of RL Wealth LLC, a service company managing business income and expenses. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm provides a range of customizable services including portfolio management, financial planning, and retirement plan consulting.

Guy Abbanat is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with World Equity Group since 2011. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

William Cunningham is a financial advisor at Saxony Capital Management, LLC with 40 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Saxony Capital Management and its affiliated Saxony Securities since 2017. In addition to his advisory role, he is an author of non-fiction books. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team approach with 38 advisors serving several hundred client relationships and offers discretionary asset management alongside hourly or flat-fee planning and consulting.

George Czerwionka is a financial advisor with Archer Investment Corporation in Park Ridge, IL. He holds a Series 65 designation and has 10 years of industry experience. He has been with Archer Investment Corporation since 2014 and also has a longstanding affiliation with Frank J. Baker Company since 2001. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm emphasizes a tailored investment process that considers cash flow, risk tolerance, and tax concerns, offering both discretionary management and model-based strategies.

Meredith Sims is a financial advisor with CL Wealth Management LLC in Schaumburg, IL, holding the ChFC® designation and Series 63 and 65 licenses. She has 22 years of industry experience and has worked with multiple firms, including Heart Strong Wealth Planning and Onsystex. Outside of financial services, she owns Meredith Sims Creative LLC, a non-investment-related business. CL Wealth Management LLC offers portfolio advisory and financial planning services to individuals, businesses, and charitable organizations, utilizing both discretionary and non-discretionary management approaches tailored to client objectives and risk tolerance.