John Dorn is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at Robertson Stephens since 2024 and previously spent 11 years at CAFG Wealth Management. Dorn prepares tax returns during tax season from his residence and is a licensed insurance agent authorized to offer life, accident, and health insurance. Robertson Stephens Wealth Management serves individual clients, families, trusts, charitable organizations, and retirement plans, offering portfolio management, financial planning, tax and estate planning, and access to public and private funds. The firm combines advisor guidance with centrally developed model portfolios and oversight by an Investment Office and Committee.

Matthew Jamieson is a financial advisor with M HOLDINGS SECURITIES, Inc. in Northfield, IL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He is president of Jamieson Financial Services, LLC and Jamieson and Associates, Ltd., and serves as vice president of Jamieson Financial, a life settlement brokerage firm. Jamieson is also active in community organizations, serving on the board of the Greater North Shore Estate & Financial Planning Council and participating in the Cherry Scholarship Fund committee. M HOLDINGS SECURITIES, Inc. provides a range of advisory and brokerage services to individuals, retirement plans, charitable organizations, and businesses nationwide through independent Member Firms. The firm delivers investment management through financial professionals and third-party sub-advisors, offering various programs and ongoing monitoring tailored to client suitability.

Joseph Lyons is a financial advisor at VestGen Advisors, LLC with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial, Triad Advisors, and Sequoia Wealth Management. Lyons serves as a director for the nonprofit Capital Financial Education Group, where he organizes and teaches education seminars, and is a board member of Big Brothers Big Sisters of McHenry County. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Alexander Klaas is a financial advisor at Gladstone Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services before joining Gladstone and LPL Financial in 2021. Klaas maintains involvement in a personal fiduciary role as trustee of a family trust. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

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.

Luis Vegas is a financial advisor at Snowden Capital Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Snowden Lane Partners since 2020, following a combined 12-year tenure at JPMorgan Chase Bank and J.P. Morgan Securities. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and other institutional clients. The firm offers a range of services such as portfolio management, investment consulting, financial and estate planning, and utilizes multi-team scale and institutional capabilities to manage client assets across various strategies and custodial platforms.

Cody Blumenfeld is a financial advisor at Latitude Advisors, LLC with a Series 66 designation and no prior industry experience. His work history includes roles at Pawlan, Blumenfeld, Miscinski & Assoc., Ltd., Interactive Brokers LLC, and Cigna Healthcare. Outside of advising, he is a staff accountant handling monthly accounting and tax preparation for businesses and individuals. Latitude Advisors serves individual and business clients with financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a blend of model-based strategies and fundamental/quantitative analysis and manages most client relationships on a discretionary basis.

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 with M Holdings Securities, Inc. She holds the Series 66, Series 63, and Series 65 designations and has 16 years of industry experience. Her prior roles include positions at Jamieson Financial Services, Stout, and RREEF America LLC. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a mix of advisory and brokerage services, combining portfolio management, third-party sub-advisors, and platform providers to support client investment needs.

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.

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.

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 the Series 63 and Series 65 licenses and has worked at Thurston Springer Financial since 2020, following four years at Nations Financial Group, Inc. Outside of advisory services, Cohen is also a tax consultant with Thorson Tax and Financial and serves as president of Cohen Capital Management Group. Thurston Springer Advisors serves individuals, corporations, and various entities, offering financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies, including discretionary and non-discretionary programs, with approaches that span from buy-and-hold to active Tactical Momentum and Earnings Momentum strategies.

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 with Thurston Springer Advisors in Lake Forest, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Wells Fargo Advisors since 2009. Outside of his advisory role, Simon is president of Java Culture, a family-owned integrated marketing agency. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, foundations, endowments, estates, and trusts. The firm provides tailored financial planning, estate-planning facilitation, portfolio management, wrap-fee programs, and ERISA fiduciary services, employing a range of investment strategies from buy-and-hold to more active tactical approaches.

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.