Carlene Abraham is a financial advisor at Harbour Investments, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Money Concepts Capital Corp. She is also involved as a financial advisor at The Tranel Financial Group and as a salaried employee at 818 Capital Group, LLC. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and various institutional and corporate entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment platforms tailored to individual advisor strategies.

Eric Cima is a financial advisor at Harbour Investments, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Money Concepts Capital Corp for over 30 years. In addition to his advisory roles, he is a salaried employee of 818 Capital Group, LLC and is also an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to a diverse clientele, 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, offering a range of portfolio management options and model-based solutions.

Candice Baker is a financial advisor at Johnson Wealth Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has served as Vice President and Team Lead at Johnson Bank since 2014. Baker has worked at Johnson Wealth Inc. since 2017 and maintains a dual role with Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high-net-worth individuals, families, trusts, and institutional organizations. The firm employs a long-term, goal-driven approach to asset allocation and manager selection, utilizing proprietary methodologies and offering services such as discretionary portfolio management and financial planning.

Joshua Zoerner is a financial advisor with Harbour Investments, Inc. He holds the ChFC® designation and has 23 years of industry experience. His prior roles include work at Securities America and MWA Financial Services, and he is the owner of Zoerner Financial. Outside of advising, Zoerner is an author of the book "20 Point System." Harbour Investments serves a broad range of clients, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers various portfolio management and financial planning services, utilizing diverse investment approaches tailored to each advisor and client.

Joey Bunton is a financial advisor at Harbour Investments, Inc. with nine years of industry experience. He has previously worked at firms including Money Concepts Capital Corp. and NYLIFE Securities LLC. Outside of his advisory role, Bunton is an independent insurance agent and is involved with 818 Capital Group, a customer service and payroll company. Harbour Investments serves a diverse client base including individual, trust, pension, and corporate clients. The firm offers a range of portfolio management and financial planning services utilizing various investment approaches tailored by individual advisors and approved third-party managers.

Deacon Heath is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds Series 65 and Series 66 licenses and has held prior advisory roles at Money Concepts Capital Corp, 818 Capital Group, LLC, and The Tranel Financial Group. Outside of his advisory work, Heath is also employed in a customer service and payroll capacity at 818 Capital Group, LLC. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies through third-party managers and proprietary platforms.

Eric Netzel is a financial advisor with First Advisors National, LLC, based in Round Lake, IL. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2016, he has been involved with Noble Marketing Partners, where he engages in the sales of investment-related products. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and implements client strategies through third-party money managers, using tactical and strategic asset allocation with ongoing monitoring and fundamental analysis.

James Schmidt is a financial advisor at Cornerstone Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cornerstone since 2014, following a long tenure at LPL Financial dating back to 1995. Outside of his advisory work, he sells a baseball card collection on eBay. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs advisor-led discretionary management and various LPL-sponsored programs, combining fundamental, quantitative, and qualitative analysis to tailor investment advice to client goals.

Andrew Lewis is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with three years of industry experience. He holds the Series 66 designation and previously worked at Dry Dock for nine years. In addition to his advisory role, he is involved in fixed insurance activities. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, with a notable emphasis on non-discretionary assets, and utilizes a variety of investment vehicles including mutual funds, ETFs, equities, fixed income, and options.

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.

Matthew Kenter is a financial advisor with Goldman Sachs Wealth Services in Bristol, WI, holding a Series 66 designation and 16 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2019 and previously spent 12 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors and institutional clients, offering financial planning, portfolio management, and specialized executive wealth programs. The firm integrates strategic allocation models, manager selections, and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions across multiple platform options.

Alexander Mueller is a financial advisor with PNC Wealth Management and holds a Series 66 designation. He has seven years of industry experience, including prior roles at Wells Fargo Clearing and involvement in several fitness-related business ventures. Outside of his advisory work, he has ownership interests in rental properties that are not related to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and implements investments via approved model strategies with mutual funds and ETFs, emphasizing automated portfolio management and third-party delegation.

Stephanie Goins is a CFP® professional with seven years of industry experience. She is currently with Creative Planning and previously held roles at Principal Advised Services, Principal Securities, Principal Life Insurance Company, Edward Jones, and HSBC. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional equity and tax-efficient trading options, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Lynn Zak is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 designations and over 22 years of industry experience. She has been with Fifth Third Securities since 2002 and is also affiliated with Fifth Third Bank, where she has worked since 1982. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Janice Carlisle is a financial advisor at Money Concepts Capital Corp with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Money Concepts since 2005. In addition to her advisory role, she sells Medicare supplement insurance through various carriers. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Kelly Tischart is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 65 licenses. She has 34 years of industry experience, having worked previously at LPL Financial and Ameriprise Financial Services. Outside of her advisory role, she is associated with a retail business specializing in collectible merchandise such as baseball cards and coins. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities by offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model that includes third-party sub-managers and proprietary Private Bank models, providing portfolio management and related services primarily through percentage-of-assets wrap fees.

John Ressler Jr. is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network. His career includes roles at Cadaret, Grant & Co., Inc., Kaplan Financial, LPL Financial, and LV Wealth Management. He also engages in fixed insurance sales as a minor business activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction alongside managed model portfolios.

Eric Anders is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Gurnee, IL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. for 11 years before joining Fifth Third Securities in 2017. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers a variety of investment programs via its Passageway Managed Account Platform, utilizing multiple third-party portfolio managers and strategies such as mutual funds, SMAs, tax-overlay services, and direct indexing.

Brian Luedke is a financial advisor with Commonwealth Financial Network and holds the ChFC® designation, along with Series 63 and Series 66 licenses. He has 29 years of industry experience, including 21 years at Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory work, he serves as a Planning Commissioner for the Village of Richmond, Illinois. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Alfonso Ruiz is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been with Fifth Third Bank since 2010. Ruiz joined Fifth Third Securities in 2025 and is based in McHenry, Illinois. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines municipal-advisor registration with its affiliation to Fifth Third Bank and offers multiple discretionary managed-account programs featuring direct indexing and tax-overlay services.