Brian Lee is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and The Prudential Insurance Company of America. Lee is also a full-time sales agent at Western & Southern Life. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring third-party money managers, with supplemental recommendations of individual securities based on fundamental analysis.

Ian Morrison is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Purshe Kaplan Sterling, Securities America Advisors, and Securities America, Inc. Outside of finance, he worked for Conscious Cup Coffee Roasters. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and consulting services, utilizing individualized asset-allocation approaches and various model-based platforms.

Mark Morrison is a CFP® with 34 years of industry experience, currently affiliated with OneAscent Financial Services LLC. He has previously worked at Securities America Advisors, Inc. and The Cornerstone Financial Group Inc. among others. He also serves as an elder at The Arising Church in Crystal Lake, where he is involved in counseling and preaching. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides asset management, financial planning, and consulting services using individualized asset allocation and model-based platforms, and offers specialized services including tax-overlay options and outsourced CIO and CCO support.

Caleb Thomas is a CFP®-certified financial advisor with six years of industry experience. He is currently with OneAscent Financial Services LLC and previously worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. Caleb also has experience assisting with financial planning and administrative tasks within his firm. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm utilizes individualized asset-allocation strategies and offers a range of services including discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and outsourced chief investment and compliance officer services.

Michael Stewart is a financial advisor at Sound Income Strategies, LLC with 19 years of industry experience. He holds Series 63, 66, and 65 designations and has been with Sound Income Strategies since 2015. Prior to this, he was involved with Grayslake Business Partnership LLC and has owned Crystal Lake Tax & Financial since 2008, where he provides fixed and indexed annuities, insurance products, and tax preparation 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 insurance planning. The firm emphasizes fixed-income and income-oriented strategies with active portfolio management and allocates assets to third-party managers and ETFs when appropriate.

Christopher Hessenflow is a financial advisor with Wealthcare Capital Management LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Wealthcare Capital Management since 2010 and also maintains a role at SMB Advisors LLC since 2008. Hessenflow serves on the advisory board of Financeware, Inc., a technology firm related to investment services. Wealthcare Capital Management LLC is a multi-team SEC-registered advisory firm managing approximately $3.03 billion for a range of clients including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight by an Investment Policy Committee.

David Walker is a CFP® with 37 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior roles include positions at LPL Financial, LLC and Securities America Advisors, Inc., along with operating his own firm, Walker Financial Services Inc., since 2002. Outside of advising, he is president of his office condo association and leads Swisher & Walker Financial Services, Inc., which provides income tax preparation and accounting services. VestGen Advisors, LLC manages approximately $6.66 billion for over 22,000 clients through a team of 53 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services, employing client-specific strategies that integrate fundamental, technical, and quantitative analysis along with modern portfolio theory.

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.

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.

Kolton Rominski is a financial advisor at Ausdal Financial Partners, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Larson Financial Group and Rock Harbor Capital LLC. Outside of his advisory role, he serves as a referral partner for a direct prescription service. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial services.

Ralph Backe Jr. is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC before joining Prospera in 2019. Outside of his advisory role, he co-owns vacation condos in St. Petersburg, Florida. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors across 140 offices. The firm offers diversified investment advisory and financial planning services using a combination of firm models, third-party sub-advisers, and customizable allocations across multiple platforms.

Lawrence Kimmel Jr. is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. He holds a Series 66 designation and has worked at Harbour since 2018, following nine years at Ausdal Financial Partners and over three decades running his own CPA and tax preparation firm. He also maintains an active role as president of Lawrence J. Kimmel, P.C., providing accounting and tax services. Harbour Investments offers investment advisory and financial planning services to a diverse client base including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to develop customized investment strategies and provides various portfolio management and model-based solutions.

Alan Flota is a financial advisor with Eagle Strategies (NY Life) based in Elgin, IL. He holds Series 66 and Series 63 licenses and has two years of industry experience. Before entering the financial industry, he worked for over three decades at School District U-46. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis, working closely with both retail and institutional sponsors within an integrated New York Life affiliate structure.

Justin Ancona is a CFP®-credentialed financial advisor with eight years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He previously worked at Raymond James Financial Services and LPL Financial. Outside of advisory services, he owns a business called Pickleball Journey. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm utilizes discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support estate planning and asset aggregation.

Amanda Czosek is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and nine years of industry experience. She has worked with AE Wealth Management since 2016 and is also the owner and president of Jager Financial Services. Additionally, she serves as a board member for the National Alliance on Student Loan Debt. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolios, discretionary asset management, financial planning, and specialized plan services.

Brian Sutherland is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Oxbow Financial, TSFG, LPL Financial, and Perdoceo Education Corporation. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolios, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

Donald Cafero Sr. is a ChFC® credentialed financial advisor with 42 years of industry experience, currently affiliated with TLG Advisors, Inc. He has worked at several firms including The Leaders Group Inc and Highland Capital Brokerage. Outside of his advisory role, he is involved in insurance brokerage through The Cafero Group and works as a point of sale and wholesale specialist with FSG. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Their investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that tailors portfolios based on client risk profiles.

James Vanderbilt is a Certified Financial Planner® with 39 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC. His prior work includes over 25 years with Securities America Advisors, Inc. and two years at LPL Financial. Vanderbilt also holds Series 63 and Series 65 registrations. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and leverages technology platforms to provide portfolio management, estate planning, and third-party referrals.

Rod Russell is a financial advisor at Farther with 13 years of industry experience. He has previously worked at BNY Mellon and J.P. Morgan. Outside of his advisory role, he coordinates property development at Lake Roots Holdings, LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates, using a platform that combines proprietary model portfolios with algorithmic rebalancing and AI tools. The firm’s approach emphasizes Modern Portfolio Theory and utilizes a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Pranav Singh is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly-owned subsidiary of Fifth Third Bank.