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 credentials and possessing 22 years of industry experience. He has worked at THE O.N. Equity Sales Company and Ohio National Financial Services since 2007. Outside of his advisory role, he serves as president of several businesses including Murphree Investment Group, which offers consulting, venture capital services, public speaking, and financial education, and he is a board member of Maple Valley Cooperative. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based financial planning and both discretionary and non-discretionary managed account options.

Kimberly Woodsum is a financial advisor at Simplicity Wealth with two years of industry experience. She previously worked at Ehlert Financial Group, Inc. and has five years of experience at Red Coat Farm. Kimberly is also a licensed life insurance producer, presenting and selling insurance to clients as part of her advisory services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, alongside discretionary portfolio management and a managed account platform for advisers.

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 provides a range of investment management and financial planning services.

Michael Markowitz is a financial advisor with Advisory Services Network, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at PPM America, Inc. and Mesirow Financial, Inc. He is based in Glenview, Illinois. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Brian Collins is a CFA® charterholder and financial advisor with HUB Investment Partners, LLC, based in Northbrook, IL. He has four years of industry experience and previously worked at Harbor Capital Advisors, Inc. for sixteen years and operated an independent consulting practice. HUB Investment Partners serves a diverse client base including institutional investors, public entities, foundations, and individual clients. The firm employs both active and passive investment strategies across a range of asset classes and offers specialized services for banking and municipal clients.

Arnoldo Garza is a financial advisor at Global View Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Global View Capital entities since 2010. Prior to his advisory career, Garza spent over two decades at Navistar, Inc., where he held engineering and management roles focused on diesel engine and truck development. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach based on technical and quantitative analysis and operates a proprietary research platform that supports its strategies and services.

Shannon Bora Cooper is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and four years of industry experience. She has worked at Vanderbilt Advisory Services since 2022 and has been involved with Michael J. Bora & Associates since 2014, where she also serves as an insurance agent specializing in life insurance and annuity sales. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Dominic Messina is a financial advisor at Ascentis Independent Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at ORG Partners, WealthShield Partners, Cresset Asset Management, and Evanston Investments. Outside of financial advising, Messina owns MKS Custom Creations, a custom furniture business. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing a mix of asset allocation, fundamental and technical analysis, third-party managers, and a Private Direct Investments program.

Andrew Park is a financial advisor at Compound Planning, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Curi RMB Capital, LLC and Vennwell, LLC. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs a customized, risk-based investment approach utilizing fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Eric Fields is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with NFSG Corporation and NewBridge Securities Corporation since 2010. Outside of his advisory role, he is involved with H&B Fields Inc., a distribution and delivery business. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm provides tailored portfolio management and financial planning using a range of investment strategies and often employs third-party asset managers to meet client objectives.

Jeffrey Lasky is a financial advisor at Latitude Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Latitude Advisors and GWN Securities since 2009. In addition to his advisory role, he is an independent insurance agent specializing in fixed and health insurance and owns Jeffrey Lasky Financial Services LLC, a holding company for his related activities. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental and quantitative analysis, managing most client relationships on a discretionary basis.

Joshua Cannata is a financial advisor at Arkadios Wealth Advisors with 9 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Arkadios Wealth Advisors in 2025, Cannata worked at Commonwealth Financial Network for nine years and at Lincoln Hall for two years. Outside of his advisory role, he owns Wind and Wheels, LLC, a vehicle holding company. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of advisory programs and an internal portfolio team called Arkadios Managed Solutions to support customized, discretionary investment management across multiple asset classes.

Brent Novoselsky is a financial advisor at Alera Investment Advisors, LLC with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at OSAIC, Triad Advisors, GCG Financial, and Securian Financial Services. Outside of his advisory work, he serves as co-chair of the scholarship program for Bnai Brith Sports Lodge, participates as vice president of the former NFL Players Association Chicago chapter, and acts as an ambassador for American Football in Israel. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, businesses, and institutions. The firm employs a long-term investment approach using internal management, affiliate platforms, and independent managers, while offering ERISA-focused services for retirement plans.

Sanders Dargan is a financial advisor at Crescent Grove Advisors with eight years of experience in the industry. He holds a Series 65 designation and previously worked at Rappaport Reiches Capital Management and Chalet Landscaping, Nursery & Garden Center. 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’s approach includes financial planning, trust and estate planning, tax and insurance consulting, and discretionary portfolio management with a focus on client-specific investment policy statements and an asset-allocation framework overseen by an investment committee.

Michael Chandler is a financial advisor with World Equity Group, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining World Equity Group in 2014, he has been involved with Dogwood Capital Management, LLC since 2010, where he serves as president. Outside of his advisory work, Chandler serves on the board of trustees for Fayetteville Technical Community College and is a board member of the Karen Chandler Trust, which supports cancer patients. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers managed portfolios through wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party managers, with ongoing performance and account reviews.

Ryan Peca is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Global View Capital Management since 2022. In addition to his advisory role, he is a senior customer success manager at OneStream Software, providing financial software services for the office of the CFO. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses quantitative and technical methods supported by its proprietary research platform to manage portfolios according to risk profiles and investment objectives.

Kimberly Spence is a CFA® charterholder with nine years of industry experience. She has worked at Merit Financial Advisors since 2026 and previously held roles at Savant Wealth Management, Savant Capital Management, and Huber Financial Advisors. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services, emphasizing long-term, diversified portfolios managed through centrally overseen models, with flexibility for advisor customization.

Mark Garapolo is a financial advisor at MissionSquare Retirement with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with ICMA-RC Services, LLC since 1995. Mark is based in Libertyville, Illinois. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services, including Guided Pathways Advisory Services that offer both discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Benjamin Pahl is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Money Concepts Capital Corp and The Tranel Financial Group. He is also president and investment advisor at Liberty One Investment Management, where he spends the majority of his time, and is involved with 818 Capital Group, a customer service and payroll company. Harbour Investments provides investment advisory and financial planning services to a diverse client base, 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 and offers model-based solutions through a subscription platform.