Randolph Rodriguez is a financial advisor at CL Wealth Management LLC with 26 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Cabot Lodge Securities LLC since 2016. Rodriguez also operates Saber Wealth Management in La Jolla, CA, providing financial advising and insurance services. CL Wealth Management offers portfolio advisory and financial planning services to a range of clients including individuals, pension plans, and charitable organizations. The firm employs both discretionary and non-discretionary management strategies and uses various analytical methods to tailor investment approaches.

Francesco Fiore is a financial advisor at Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at Wealth Management since 2014. In addition to his advisory role, he is president of Accounting Freedom, Ltd, a CPA firm he has managed since 2005. 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 portfolio approach based on modern portfolio theory, primarily using passively managed mutual funds and ETFs.

Donald Cohen is a financial advisor with World Equity Group, Inc. in Deerfield Beach, FL, holding a Series 66 designation and 24 years of industry experience. He has been with World Equity Group since 2011 and has operated his own CPA and insurance practice since 1982. Outside of his advisory and accounting work, Cohen serves as president of the Luxuria Condo Association and is a board member of the Boca Rio Golf Club. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profits, and financial institutions. The firm utilizes a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers, managing approximately $944.7 million in assets.

Michael Lange is a financial advisor at Redhawk Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including AE Wealth Management and Southport Capital. Lange is also the president of Lange Financial Advisors, Inc., an insurance sales and services business. Redhawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, utilizing a documented due-diligence process and third-party risk tools to guide investment decisions.

Thomas Rendl Jr. is a financial advisor with WORLD EQUITY GROUP, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with World Equity Group since 2001. In addition to his advisory role, he is a licensed life insurance agent with Penn Mutual Life Insurance. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profits, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Jeffry Cook is a financial advisor at MissionSquare Retirement with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at ICMA Retirement Corporation since 2007. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, including discretionary managed accounts and nondiscretionary fund advice supported by Morningstar Investment Management.

Jack Burk is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He has been with Arete Wealth Advisors and Arete Wealth Management LLC since 2008. Burk holds the Series 66 designation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, employing both advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.

Anthony Gedwill is a financial advisor at Silver Oak Securities, Incorporated with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Guggenheim Partners, Invesco, and Nuveen Securities. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management, unified managed account programs, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

Daniel Goldstein is a CFP® professional affiliated with Pure Financial Advisors, LLC, with six years of industry experience. His prior roles include positions at Capasso Planning Partners LLC, Hightower Advisers, LLC, Delphi Private Advisors, and CIBC Bank USA. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating tax-aware techniques and specialized sub-advisers, supported by enterprise-scale infrastructure and advisor involvement in adult-education teaching.

Laura Chiaramonte is affiliated with LaSalle St. Investment Advisors, L.L.C. and holds a Series 65 designation. She has been working at LaSalle St. Securities- Dennis R. Tierney since 2005. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and various portfolio management services. The firm offers both non-discretionary and discretionary asset management, qualified plan consulting, and access to third-party managers, employing a range of investment strategies that include passive and active approaches across multiple asset classes.

Matthew Fuhrman is a CFP® with 10 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2022. He previously worked at Fidelity in various capacities from 2016 to 2022. Outside of his advisory role, he is involved in life, health, annuities, and fixed insurance sales through Streamline Financial. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a diverse client base including individuals, trusts, estates, and small businesses. The firm manages a mix of non-discretionary and discretionary programs, focusing on a predominantly non-discretionary asset management approach.

Ryan Linenger is a CFP® with 16 years of industry experience, currently serving as an advisor at Plante Moran Financial Advisors since 2016. He previously founded and operated Linenger Wealth Management from 2010 to 2017. Outside of his advisory role, Linenger is a partner at Plante & Moran PLLC and volunteers as a board member for Wheaton Christian Grammar School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other entities. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, offering both discretionary and non-discretionary portfolio management alongside alternative investment access.

Cray Coppins III is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2024. Prior to joining Mission Wealth, he spent 12 years at Stonepath Wealth Management, LLC. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients such as non-profits and pension plans. The firm offers customized wealth management and financial planning services, employing long-term investment strategies across a range of asset classes and providing tiered service models based on client needs.

Andrew Krei is a CFA® charterholder with 10 years of industry experience. He has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients with integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets using a customized investment policy framework that combines strategic and tactical asset allocation, supported by an investment committee overseeing manager due diligence and monitoring.

Peter Lewis is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. He has worked with LaSalle St Securities LLC since 2016. Outside of his advisory role, he is involved in insurance sales. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a range of clients, including individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing asset-allocation models and a variety of investment vehicles.

Gary Gawryleski is a financial advisor at Crescent Grove Advisors with 15 years of industry experience. He has been with Crescent Grove Advisors since 2015 and holds the Series 63 designation. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, and outsourced chief investment officer solutions. The firm’s investment approach combines customized policy statements with strategic and tactical asset allocation, supported by an investment committee that oversees manager due diligence and monitoring.

Juliette Romeo is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with LaSalle St. Securities, LLC since 2003. Outside of her advisory role, she practices law and tax preparation. 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, offering both non-discretionary and discretionary management approaches.

Thomas Mc Guire is a financial advisor at Silver Oak Securities, Incorporated with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Sentinus-Halo Securities, LLC and Morningstar Investment Services LLC. Outside of finance, he is a partner in DMC Fitness Solutions, a business that repairs and maintains fitness equipment. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives and uses a combination of individual securities, ETFs, mutual funds, and model portfolios supported by operational features such as ongoing model monitoring and an automatic investment process.

Jon Jakobsen is a financial advisor at Belpointe Asset Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at Cetera and AFIN Family Wealth Management. Jakobsen is also an access person for the PL Growth and Income ETF through Collaborative Funds Services LLC. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Jonathan Novy is a financial advisor at Ritholtz Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including RWM Insurance Services and Sheridan Road Advisors. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The multi-team firm manages approximately $9.4 billion in assets and employs a goal-based investment process that incorporates behavioral finance, diversified low-cost ETFs, and tactical overlays, along with digital platforms for model portfolio implementation and management.