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, Incorporated with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and Bright Futures Wealth Management. Guzman is also involved with Lifetime Financial Group, where he manages portfolios, conducts financial planning, and performs product research. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, and financial planning tailored to clients’ objectives and risk tolerances.

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.

Christopher Dallas is a financial advisor at World Equity Group, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 certifications and has been with World Equity Group since 2011. 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 retirement plan advisory services.

Richard Levitz is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life Insurance Company, Triad Advisors, and OSAIC. He is involved in executive coaching and facilitation through The Glenmore Group, LLC, and serves as part-time faculty at the Lake Forest Center for Leadership. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm combines internal management, affiliate platforms, and independent managers to construct portfolios with a long-term focus and offers comprehensive ERISA-related services for retirement plans.

Randolph Rodriguez is a financial advisor at CL Wealth Management LLC with 26 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Cabot Lodge Securities LLC since 2016. Rodriguez also operates Saber Wealth Management in La Jolla, CA, providing financial advising and insurance services. CL Wealth Management offers portfolio advisory and financial planning services to a range of clients including individuals, pension plans, and charitable organizations. The firm employs both discretionary and non-discretionary management strategies and uses various analytical methods to tailor investment approaches.

Francesco Fiore is a financial advisor at Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at Wealth Management since 2014. In addition to his advisory role, he is president of Accounting Freedom, Ltd, a CPA firm he has managed since 2005. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a portfolio approach based on modern portfolio theory, primarily using passively managed mutual funds and ETFs.

Donald Cohen is a financial advisor with World Equity Group, Inc. in Deerfield Beach, FL, holding a Series 66 designation and 24 years of industry experience. He has been with World Equity Group since 2011 and has operated his own CPA and insurance practice since 1982. Outside of his advisory and accounting work, Cohen serves as president of the Luxuria Condo Association and is a board member of the Boca Rio Golf Club. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profits, and financial institutions. The firm utilizes a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers, managing approximately $944.7 million in assets.

Michael Lange is a financial advisor at Redhawk Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including AE Wealth Management and Southport Capital. Lange is also the president of Lange Financial Advisors, Inc., an insurance sales and services business. Redhawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, utilizing a documented due-diligence process and third-party risk tools to guide investment decisions.

Thomas Rendl Jr. is a financial advisor with WORLD EQUITY GROUP, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with World Equity Group since 2001. In addition to his advisory role, he is a licensed life insurance agent with Penn Mutual Life Insurance. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profits, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Jeffry Cook is a financial advisor at MissionSquare Retirement with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at ICMA Retirement Corporation since 2007. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, including discretionary managed accounts and nondiscretionary fund advice supported by Morningstar Investment Management.

Jack Burk is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He has been with Arete Wealth Advisors and Arete Wealth Management LLC since 2008. Burk holds the Series 66 designation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, employing both advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.

Anthony Gedwill is a financial advisor at Silver Oak Securities, Incorporated with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Guggenheim Partners, Invesco, and Nuveen Securities. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management, unified managed account programs, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

Daniel Goldstein is a CFP® professional affiliated with Pure Financial Advisors, LLC, with six years of industry experience. His prior roles include positions at Capasso Planning Partners LLC, Hightower Advisers, LLC, Delphi Private Advisors, and CIBC Bank USA. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating tax-aware techniques and specialized sub-advisers, supported by enterprise-scale infrastructure and advisor involvement in adult-education teaching.

Ryan Linenger is a CFP® with 16 years of industry experience, currently serving as an advisor at Plante Moran Financial Advisors since 2016. He previously founded and operated Linenger Wealth Management from 2010 to 2017. Outside of his advisory role, Linenger is a partner at Plante & Moran PLLC and volunteers as a board member for Wheaton Christian Grammar School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other entities. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, offering both discretionary and non-discretionary portfolio management alongside alternative investment access.

Cecil Means is a financial advisor at Interactive Financial Advisors with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Charles Schwab and Alight Solutions. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified ETF and mutual fund model portfolios, supported by a multi-advisor network and proprietary tools such as the CARES process.

Cray Coppins III is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2024. Prior to joining Mission Wealth, he spent 12 years at Stonepath Wealth Management, LLC. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients such as non-profits and pension plans. The firm offers customized wealth management and financial planning services, employing long-term investment strategies across a range of asset classes and providing tiered service models based on client needs.

Andrew Krei is a CFA® charterholder with 10 years of industry experience. He has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients with integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets using a customized investment policy framework that combines strategic and tactical asset allocation, supported by an investment committee overseeing manager due diligence and monitoring.

Gary Gawryleski is a financial advisor at Crescent Grove Advisors with 15 years of industry experience. He has been with Crescent Grove Advisors since 2015 and holds the Series 63 designation. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, and outsourced chief investment officer solutions. The firm’s investment approach combines customized policy statements with strategic and tactical asset allocation, supported by an investment committee that oversees manager due diligence and monitoring.