Todd Gehring Gervase is a financial advisor at Prosperity Capital Advisors with three years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked with Innovation Partners LLC and Hammer Financial Group. In addition to his advisory role, he is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based asset allocation strategies and ongoing portfolio supervision using investment suites from providers such as BlackRock, Dimensional, and Vanguard.

Carolyn Mcclinton is a financial advisor at Global View Capital Management LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Experior Financial Group and Global View Capital Advisors. Mcclinton serves as a board member of the Miller Community Fund, a charitable organization focused on community projects in Gary, Indiana. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach emphasizes technical and quantitative analysis applied to ETFs and mutual funds, supported by proprietary research through its affiliate AdvisorGuide, LLC.

Brandon Commodore is a financial advisor with Principal Advised Services in Matteson, IL, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Principal Securities, JPMorgan Chase Bank, and Fidelity Investments. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm’s approach combines third-party methodology and proprietary models, supported by affiliated entities within the Principal Financial Group family.

Craig Engel is a financial advisor with Principal Advised Services, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Allstate, Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services. Outside of finance, Engel performs as a subcontractor entertainer with Binary Star Entertainment, serves as an elections inspector for Porter County, and sits on the Board of Trustees for the West Porter Fire Protection District. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party and proprietary models and operates within the Principal Financial Group family, leveraging affiliated entities to support its offerings.

David Narish is a financial advisor at Arete Wealth Advisors, LLC with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Center Street Advisors, Inc. and Center Street Securities, Inc. In addition to his advisory role, Narish is an independent insurance agent licensed since 1985, focusing primarily on life insurance sales. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model-based allocation strategies and acts as an ERISA fiduciary when applicable.

Victor Green is a financial advisor at Sound Income Strategies, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Goodman Green Wealth Management since 2017, where he is also an owner and independent insurance agent. In addition to his advisory role, he serves as a financial literacy educator focusing on minority communities and acts as a senior business consultant helping clients qualify for commercial and residential loans. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other advisors, and retirement plans. The firm employs a fixed-income and income-oriented investment approach that combines fundamental and technical analysis, offering customized portfolio management and services including insurance planning and educational workshops.

Patrick Halpin is a financial advisor at Interactive Financial Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Interactive Financial Advisors since 2016 and previously at Brooklight Place Securities, Inc. from 2009 to 2017. Outside of investment advisory, he owns a business specializing in insurance sales and service, including life, health, disability, and fixed annuities. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and utilizes ETFs and mutual funds within branded programs, using tools like Modern Portfolio Theory and the TIFIN Wealth Risk tool to guide investment decisions.

Gregory Hammer is a financial advisor with Prosperity Capital Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Innovation Partners LLC, MerCap Securities, and has operated Hammer Financial Group, Inc. since 2004. Outside of his advisory work, he serves on the board of Peace Lutheran Church, chairs its Endowment Fund, is treasurer for Ducks Unlimited, and conducts financial literacy seminars with the American Financial Education Alliance. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach, offering risk-based model portfolios, specialized strategies, and access to private and alternative investments through various platforms.

Casey Johansen is a financial advisor at Prosperity Capital Advisors with eight years of industry experience. He has worked at Innovation Partners LLC and Mercap Securities, LLC, and has been affiliated with Prosperity Capital Advisors since 2019. Johansen also conducts financial literacy seminars through the local chapter of the American Financial Education Alliance. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios, specialized strategies, and access to alternative solutions.

John Rhode is a financial advisor at ON Investment Management CO with 11 years of industry experience. He holds a Series 66 designation and has worked at Ohio National Financial Services and The O.N. Equity Sales Company since 2018. Outside of his advisory role, he is involved in insurance sales and mortgage financing, working with realtors and builders to assist homebuyers. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs and manages client assets through both discretionary and non-discretionary advisory relationships.

Deborah Cundiff is a financial advisor at Prosperity Capital Advisors with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Innovation Partners LLC and Mercap Securities, LLC. In addition to her advisory role, she is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions across various platforms.

Alana Davis is a financial advisor at Prospera Financial Services, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., National Life Group, and Equity Services Inc. Outside of her advisory role, she is involved with TrueWealth Advising Group, focusing on insurance and investment-related activities. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Uma Murthy is a financial advisor with StoneX Advisors Inc. in Frankfort, IL, holding a Series 66 license and bringing 25 years of industry experience. She has been with StoneX Advisors and related entities since 2019 and previously operated U-WIN Investment for 28 years. Outside of her advisory role, she owns and manages a health, life, and property insurance brokerage and is involved in medical student placement services through several related companies. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs multiple investment strategies and platforms to accommodate a wide range of client needs, including high-net-worth clients and ERISA plans.

Nathan Deedrick is a financial advisor at First Advisors National, LLC with a Series 65 designation and one year of industry experience. Prior to his work in finance, he has held roles in education and small business, including positions at Purdue University Northwest and JSM Tree Services. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, utilizing third-party money managers and tactical and strategic asset allocation methodologies to manage approximately $506.8 million in discretionary assets.

Richard Dunnett is a financial advisor with Prosperity Capital Advisors in Schererville, IN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Innovation Partners LLC, Mercap Securities, Morgan Stanley, and TransAmerica. Outside of advisory work, he collaborates with the local chapter of the American Financial Education Alliance, conducting seminars aimed at improving financial literacy. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios, specialized strategies, and access to alternative solutions through various platforms.

Lauren Mink is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and having eight years of industry experience. Her career includes roles at AE Financial Services, Terra Wealth Management, and Primerica, among others. Mink has also worked in dental practice environments prior to her advisory roles. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of about 145 advisors. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans by offering financial planning, portfolio management, retirement plan advisory, and consulting services, utilizing a combination of centrally and locally managed investment strategies supported by advanced research and technology tools.

Roland Szilard is a financial advisor with Valic Financial Advisors in Olympia Fields, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 2006 and is also affiliated with Agia since 2022. Outside of his advisory role, Szilard serves as a board member involved in organizing youth soccer training and play activities and acts as a youth soccer referee. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to support its client base of nearly 300,000 across more than 1,200 advisors.

Stanley Sumling is a financial advisor at Focus Partners Wealth, LLC with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Amazon. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Douglas Schultz is a financial advisor with Eagle Strategies (NY Life) based in Frankfort, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been affiliated with New York Life Insurance Company since 1991 and Nylife Securities Inc. since 1993. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored advice and implements solutions across multiple program types, with the majority of its assets managed on a non-discretionary basis.

Julie Gritzenbach is a financial advisor with William Blair, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with William Blair and Company, L.L.C. since 2004 and also has experience at Bear, Stearns & Co. Inc. since 1998. Additionally, she has been affiliated with Moraine Valley Community College since 1997. William Blair’s Private Wealth Management division provides discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models, third-party sub-managers, and access to private funds and co-investments.