Ian Morrison is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling and Securities America Advisors. Outside of finance, he previously worked with Conscious Cup Coffee Roasters. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm provides asset management, financial planning, Unified Managed Account solutions, consulting, and back-office support, utilizing individualized asset-allocation strategies 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 with Sound Income Strategies, LLC, holding the Series 63, Series 66, and Series 65 designations and having 20 years of industry experience. He has worked at Sound Income Strategies since 2015 and is the founder and owner of Crystal Lake Tax and Financial, where he conducts sales and service of fixed and indexed annuities, insurance products, and tax preparation and planning. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies combined with fundamental and technical analysis, offering customized portfolio management, insurance planning, and educational workshops through affiliated entities.

Jack Steen is a financial advisor at Ausdal Financial Partners, Inc. based in Crystal Lake, IL. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Ausdal, his work experience includes roles at Hyatt Hotels and Lee & Associates, among others. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of investment and financial planning services tailored to client objectives and integrates multiple custodians and third-party managers into client solutions.

Christopher Hessenflow is a financial advisor with Wealthcare Capital Management LLC, holding a Series 66 designation and over 25 years of industry experience. He has worked at Wealthcare Capital Management since 2010 and previously at Smb Advisors LLC, Waterstone Financial Group, Inc., and LaSalle Financial Services, Inc. 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 investment adviser managing approximately $3.93 billion for more than 5,600 clients through 33 advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individuals and high-net-worth clients, as well as retirement plan advisory and investment strategist services to intermediaries, using a long-term, evidence-based investment approach combined with behavioral economics.

David Walker is a CFP® with 37 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior experience includes roles at LPL Financial, LLC and Securities America Advisors, Inc. Walker also serves as president of his office condo association and is president of Swisher & Walker Financial Services, Inc., which provides income tax preparation and accounting services. VestGen Advisors, LLC manages investments, financial planning, and retirement plan services for individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction, offering discretionary and non-discretionary management and utilizing third-party managers and affiliated funds.

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.

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 at Prospera Financial Services, Inc. with 33 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Wells Fargo Advisors Financial Network LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of advisory work, he co-owns a vacation home in St. Petersburg, Florida. 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party 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, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Eagle Strategies and affiliated entities in 2025, he spent 32 years working for School District U-46. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

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 bringing 10 years of industry experience. She also holds ownership roles in Guardian Wealth Advisory Group and Jager Financial Services. Amanda serves as a board member of the National Alliance on Student Loan Debt. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, and trusts. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical analysis to implement investment strategies.

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 holds Series 65 and Series 63 licenses and has previously worked at BNY Mellon and J.P. Morgan. Outside of his advisory role, he coordinates property development activities for Lake Roots Holdings, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supplemented by in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual equities.

Pranav Singh is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Crystal Lake, IL, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He previously worked at J.P. Morgan Securities and Jpmorgan Chase Bank NA for over a decade before joining Fifth Third in 2022. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio management via its Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.