Robert Hamer is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Asset Management Group LTD and Sunset Partners Capital Management, LLC. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of independent advisory representatives utilizing both bespoke and model portfolios.

Srbo Radisavljevic is a CFP® with 29 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. His career includes roles at KRD Wealth Management LLC and Strategic Edge Wealth Management, as well as operating as an independent insurance agent through his sole proprietorship since 1999. Radisavljevic also holds Series 63 and Series 65 licenses. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes asset allocation alongside strategies such as dollar-cost averaging, technical analysis, and options-based portfolios, and it is notable for its affiliation with a third-party administrator/pension consulting business and its $1.57 billion in assets under advisement as a 3(21) adviser.

Andrew Adams is a wealth advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at firms including Triad Advisors and Waddell & Reed Inc. He is based in Chicago, IL. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and plan sponsors. The firm uses a combination of internal management, affiliated platforms, and independent managers to construct portfolios focused on long-term fundamental analysis and offers ERISA-compliant services for retirement plans.

Bradley Steinman is a CFP® with five years of industry experience, currently with Waverly Advisors, LLC. He previously worked at StrategIQ Financial Group, LLC and Personal Financial Planning, Inc. Outside of advisory roles, he is involved with StrategIQ Tax and Business Services, LLC, which provides tax return preparation. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including investment management, financial planning, and multi-family office support.

John Michalak is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Harbour in 2026, he spent 15 years with both Chicago Investment Advisory Council and J.W. Cole Financial, Inc. Michalak has extensive experience in the sale of fixed insurance and annuity products through his prior role at Chicago Investment Advisory Council. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisers and approved third-party managers.

Eric Billimoria is a CFP® with 14 years of experience in the financial services industry. He has worked at Sowell Financial Services, LLC since 2016 and previously at Concert Wealth Management, Inc. from 2012 to 2016. In addition to his advisory role, he provides tax return preparation services during tax season. Sowell Management is a fee-based registered investment adviser with over 100 advisors, serving individuals, retirement plans, corporations, and institutions. The firm offers investment management and financial planning services, utilizing a multi-branch independent-contractor model and a range of investment strategies across mutual funds, ETFs, and individual securities.

Brian Rosen is a financial advisor at Ritholtz Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has worked at Ritholtz Wealth Management since 2017. His prior roles include positions at RWM Insurance Services, LLC, Sheridan Road Advisors, LLC, Independent Financial Partners, and LPL Financial. Ritholtz Wealth Management advises a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance principles, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Thomas Fay is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience and currently serves as Managing Director at Long Road Risk Management Services, LLC. Fay is also president of TFI Benefits, Inc., an insurance services firm, and participates as a member of a musical band outside his financial career. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, along with unique offerings such as the TOPS® ETF portfolios and an Annuity Service Center supporting unaffiliated RIAs.

Robert Lopez is a CFP® and holds a Series 66 license, with nine years of industry experience. He currently works at Advisory Services Network and previously was employed at JP Morgan Securities LLC and Merrill. He is the owner of RL Wealth LLC, a service company unrelated to investment activities. Advisory Services Network is a large multi-team firm that provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services employing diverse investment strategies and flexible engagement models.

Guy Abbanat is a financial advisor with WORLD EQUITY GROUP, Inc., holding Series 63 and Series 65 designations and possessing 42 years of industry experience. He has been with World Equity Group since 2011. WORLD EQUITY GROUP, Inc. offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm uses discretionary third-party money managers and a risk-tolerance questionnaire to guide asset allocation within its managed portfolio programs.

William Cunningham is a financial advisor with Saxony Capital Management, LLC, holding Series 63, 65, and 66 designations and 39 years of industry experience. He has been with Saxony Capital Management since 2017 and previously worked at USA Financial Securities. Outside of his advisory role, he is an author of non-fiction books. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and employs various investment strategies, including discretionary asset management, third-party manager due diligence, and both fundamental and technical analysis.

Elijah Pinkevich is a CFP® with one year of industry experience, currently associated with LaSalle St. Investment Advisors, L.L.C. His prior roles include positions at Streamline Financial Services, Capstone Financial Advisors, and Cogent Strategic Wealth. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary approaches, managing a predominant portion of assets on a non-discretionary basis using asset-allocation models, rebalancing, and a diversified mix of investment vehicles.

George Czerwionka is a financial advisor with Archer Investment Corporation in Park Ridge, IL. He holds a Series 65 designation and has 10 years of industry experience. He has been with Archer Investment Corporation since 2014 and also has a longstanding affiliation with Frank J. Baker Company since 2001. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm emphasizes a tailored investment process that considers cash flow, risk tolerance, and tax concerns, offering both discretionary management and model-based strategies.

Meredith Sims is a financial advisor with CL Wealth Management LLC in Schaumburg, IL, holding the ChFC® designation and Series 63 and 65 licenses. She has 22 years of industry experience and has worked with multiple firms, including Heart Strong Wealth Planning and Onsystex. Outside of financial services, she owns Meredith Sims Creative LLC, a non-investment-related business. CL Wealth Management LLC offers portfolio advisory and financial planning services to individuals, businesses, and charitable organizations, utilizing both discretionary and non-discretionary management approaches tailored to client objectives and risk tolerance.

William Bringham is a financial advisor at KCD Financial, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at KCD Financial since 2017, following a five-year tenure at Freedom Investors Corp. Outside of advising, he serves as president of WTB Associates, Inc., a tax preparation and accounting business. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical methods and investment strategies, offering both discretionary and non-discretionary advisory services alongside third-party managed account options.

David Lehenbauer is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 credential and two years of industry experience. His work history includes roles at OSAIC, Triad Advisors, and Charles Schwab, among others. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios primarily focused on mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Cynthia Pruemm is a financial advisor at Corecap Advisors with six years of industry experience. She holds a Series 65 designation and has been associated with SIS Financial Group since 2006. In addition to her advisory role, she owns and operates an independent insurance agency serving a similar client base. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Carol Mcginnis is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 28 years of industry experience. She has been affiliated with LaSalle St. Securities, L.L.C. for 20 years. Outside of her advisory role, she contributes to the finance team at the Village Church of Oak Park by entering tithes into their system. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable predominance of non-discretionary assets under management.

Mitchell Hamer is a CFP® with 11 years of industry experience, currently affiliated with Stratos Wealth Advisors LLC. His prior roles include positions at Kovitz Investment Group Partners, Kovitz Securities, and Asset Management Group LTD. Outside of his advisory work, he is a managing member of Intersectling Wealth, LLC, a registered investment advisory firm. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of mostly independent investment advisory representatives. The firm employs a range of advisory programs and leverages both affiliated and third-party subadvisers to deliver tailored investment solutions.

David Rogers is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 66 designations and has 27 years of industry experience. His prior work includes roles at LPL Financial and Greenbridge Strategies LLC. Outside of his advisory practice, he is involved with Jamieson Financial Services, where he assists investment advisors at Wells Fargo in designing and implementing life insurance solutions. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary investment management with financial planning and insurance advisory, supported by multiple platform providers and model portfolios.