Will Hendricks is a Certified Financial Planner® with 12 years of industry experience. He is currently with Citizens Private Wealth and Citizens Securities, Inc. and Citizens Bank in River Forest, Illinois. His prior experience includes roles at Blue Ocean Companies, Lion Street Financial and Advisors, J.P. Morgan Securities, and First Republic Securities Company. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments. The firm offers discretionary and non-discretionary investment management, ERISA plan advisory, tax and estate structuring, and business consulting services, using an open-architecture investment approach tailored to client goals. Its affiliation with Citizens Bank provides access to banking products and securities-based lending, alongside an investment platform managed by a Chief Investment Officer combining quantitative and qualitative research.

Ryan Alexander is a financial advisor at Sound Income Strategies, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, TD Ameritrade, Merrill, and PNC. Alexander is also involved in Crystal Lake Tax and Financial, where he provides investment advisory and fixed insurance services. Sound Income Strategies serves a diverse client base including individuals, corporations, pension plans, and other advisors, offering asset management, financial planning, ERISA plan services, and sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies, actively managing portfolios through fundamental and technical analysis while incorporating third-party managers and ETF portfolio management.

Benjamin Zwief is a financial advisor at Crescent Grove Advisors with five years at the firm and a Series 65 designation. He has one year of industry experience prior to joining Crescent Grove Advisors and previously worked at Robert W. Baird & Co. He holds no additional notable outside business activities. Crescent Grove Advisors provides integrated wealth management, family office, and OCIO services to high-net-worth individuals, family offices, and institutions, offering financial planning and discretionary portfolio management through a client-specific investment policy and asset allocation framework overseen by an investment committee.

Steven Hefter is a CFP® with six years of industry experience, currently serving as an advisor at Encompass More Asset Management LLC since 2022. Prior to this, he worked at Verity Asset Management and State Street Bank, and he is also involved with Appreciation Financial, where he sells insurance and annuity products. Additionally, Hefter consults for ERC Specialists, LLC, and provides business concierge services through Linqqs LLC. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for around 4,000 clients.

Trent Fifield is a CFP® with 22 years of industry experience, currently with NorthCoast Asset Management LLC. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, and Charles Schwab. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional, and intermediary clients. The firm uses a quantitatively driven, systematic process for investment decisions and offers a broad range of strategies including strategic asset allocation, equity and fixed income, options/defined-outcome overlays, and alternative interval funds.

Kenneth Shotsberger is a financial advisor at Victory Financial Group with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors, Axa Advisors, and Allstate Insurance. Outside of advising, he is a minority silent partner and investor in Greenbuild Capital, LLC. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and integrates fundamental, cyclical, and behavioral analysis to construct diversified model portfolios.

Matthew Pope is an investment advisor representative at Latitude Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities, Inc. since 2009. In addition to his advisory role, he owns an accounting and tax business and is an independent insurance agent. 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/quantitative analysis, managing most client relationships on a discretionary basis.

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.

Jonathan De Moss is a CFP®, CFA®, and Series 66-licensed advisor with 11 years of industry experience. He is currently with Mission Wealth Management, LP and has previously worked at Advance Capital Management, Inc., Foreside Fund Services, LLC, Innovator Capital Management, LLC, Invesco Advisers, Inc., and Edward Jones. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients including pension plans, endowments, and charitable organizations. The firm offers integrated wealth management, financial planning, and investment management services, using a total picture approach that incorporates tax, trust, philanthropy, and risk planning tailored to client needs.

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.

Michael Portincaso is a financial advisor at Encompass More Asset Management LLC with three years of industry experience. He holds a Series 65 designation and has previous experience at firms including Verity Asset Management, ED&F Man Capital Markets, Mizuho Securities, and BGC Financial. Outside of his advisory role, he is an insurance producer at Appreciation Financial, LLC. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm uses a model-based approach combining quantitative, qualitative, and fundamental analysis, including exposure to digital-asset related vehicles, and manages approximately $582 million for around 4,000 clients.

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.

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.

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 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.

Frank Griseta is a financial advisor with Focus Financial Network in Elk Grove Village, IL, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Ameriprise prior to joining Focus Financial Network and OSAIC in 2010. Outside of financial advising, he co-owns a medical billing services business with his wife and operates a photography sole proprietorship. Focus Financial Network serves a diverse clientele, including individual investors, retirement plans, trusts, estates, and corporate entities. The firm offers personalized investment advice and comprehensive planning services, emphasizing coordination with other professionals for estate and tax planning needs.

Michael Fujii is a financial advisor with Advisory Services Network in South Barrington, IL, holding Series 63, Series 65, and Series 66 licenses and bringing 18 years of industry experience. He has worked at Advisory Services Network since 2022 and concurrently operates Fujii Partners Capital, LLC, which he founded in 2007. Advisory Services Network is an enterprise firm that serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.