Alexander Klaas is a financial advisor at Gladstone Wealth Partners with 10 years of industry experience. He previously worked at UBS Financial Services before joining Gladstone and LPL Financial in 2021. Klaas acts as a trustee in a fiduciary capacity through a personal trust. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisors who customize strategies for each client and utilize third-party managers and model portfolios.

Elias Friedman is a CFP® professional with 33 years of industry experience, currently affiliated with Mariner Independent. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he owns and operates a business selling inflatable products and towels. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s platform offers access to model portfolios, third-party managers, and retirement plan solutions, supported by affiliations with institutional and retirement plan resources.

Ryan Alexander is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, TD Ameritrade, Merrill, and PNC. Alexander is also involved with Crystal Lake Tax and Financial, where he provides financial advisory and fixed insurance services. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, along with a range of advisory and insurance planning services.

Marguerite Rogers is a financial advisor at M Holdings Securities, Inc. in Northfield, IL, holding Series 63, 65, and 66 licenses with 16 years of industry experience. Her prior roles include eight years at RREEF America LLC and two years at Stout. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, utilizing both in-house portfolio management and third-party sub-advisors to support investment management and client reporting.

Marla Reisman is a financial advisor with Advisory Services Network and holds the ChFC® designation and Series 63 license. She has 42 years of industry experience, including previous roles at LPL Financial and Ameriprise Financial Services. 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, and retirement-plan consulting, managing approximately $8.6 billion in client assets with a range of investment strategies tailored to client objectives.

Gregory Szelung is a financial advisor at On Investment Management CO with two years of industry experience. He holds a Series 66 designation and has worked at firms including The O.N. Equity Sales Company and J.P. Morgan Securities LLC. On Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary accounts and offers access to various third-party investment programs.

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.

Ryan Anderson is a financial advisor at Wealth Management with eight years of industry experience. He holds a Series 65 designation and concurrently serves as an Accounting Manager at Accounting Freedom, a CPA firm, where he focuses on accounting and tax services. Prior to his current roles, he worked at PPG for two years. 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 modern portfolio theory-based approach, primarily using passively managed mutual funds and ETFs to implement model portfolios.

Jeffrey Gin is a CFP® with 23 years of industry experience. He is affiliated with Exodus Wealth, LLC and has worked with Prosperity Wealth Management, Inc. and Fortune Financial Services Inc. He is also involved in tax preparation as part of his other business activities. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting. The firm offers discretionary portfolio management and standalone financial plans, managing several hundred million dollars in assets with a focus on tailored account supervision and diversified investment strategies.

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.

Daniel Cohen is a financial advisor at Thurston Springer Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thurston Springer Financial since 2020 and at Nations Financial Group, Inc. from 2016 to 2020. Outside of his advisory role, he serves as president of Cohen Capital Management Group, Inc. and works as a tax consultant for Thorson Tax and Financial. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum, Earnings Momentum, and technical analysis, managing accounts primarily on a discretionary basis.

Gregg George is a financial advisor at Crescent Grove Advisors with 28 years of industry experience. He holds Series 65 and Series 63 designations and has worked at The Leaders Group Inc and Crescent Grove Insurance. He also serves on a steering committee for Barrett Upton, providing guidance on its business model. Crescent Grove Advisors offers integrated wealth management, family office, and Outsourced Chief Investment Officer services for high-net-worth individuals, family offices, and institutional clients. The firm emphasizes client-specific investment policy statements and utilizes independent managers and alternative strategies within its asset allocation framework.

Christopher Mercer is a financial advisor at Lifeworks Advisors, LLC with 15 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. He holds Series 63 and Series 66 designations and is also a licensed insurance agent. Lifeworks Advisors serves a diverse range of clients, including individuals, trusts, estates, charitable organizations, and businesses, providing wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche framework with a risk-based investment approach, utilizing low-cost mutual funds, ETFs, and alternative investments, alongside integrated tax and technology services.

Joshua Simon is a financial advisor at Thurston Springer Advisors with 28 years of industry experience. He has been with Wells Fargo Advisors since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president of Java Culture, a family-owned integrated marketing agency. Thurston Springer Advisors serves individuals, corporations, and institutional clients by providing financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm employs a variety of investment strategies, including Tactical and Earnings Momentum processes, and manages accounts on a discretionary basis through its Compass programs.

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 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.