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 at Thurston Springer Advisors with 28 years of industry experience. He has been with Wells Fargo Advisors since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president of Java Culture, a family-owned integrated marketing agency. Thurston Springer Advisors serves individuals, corporations, and institutional clients by providing financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm employs a variety of investment strategies, including Tactical and Earnings Momentum processes, and manages accounts on a discretionary basis through its Compass programs.

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.

Paul Knier is a financial advisor with CL Wealth Management LLC in Big Lake, MN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with CL Wealth Management since 2011 and also works with Cabot Lodge Securities. Outside of his advisory roles, Knier serves as the mayor of Big Lake, MN. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis with a focus on both discretionary and non-discretionary management.

Sara Berkowicz is a CFP® with 24 years of experience, currently serving at Lifemark Securities Corp. since 2009. She is also an independent insurance agent and the founder of Can I Keep The House, Inc., a financial planning and divorce mediation firm. Since 2020, Berkowicz has been a faculty member at The College for Financial Planning, where she teaches and publishes research. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily for individual investors and retirement plan sponsors, offering tailored, suitability-driven advice with a range of managed account programs and consulting services.

Bradley Saurbaugh is a financial advisor at Harbour Investments, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked previously at J.W. Cole Financial, Inc. and various insurance carriers associated with W&R Insurance Agencies. He is also engaged in insurance sales through Chicago Investment Advisory Council, Inc. as a financial associate. Harbour Investments serves a diverse client base including individual clients, trusts, pension and 401(k) plans, and institutional and corporate entities, offering portfolio management, financial planning, and various managed account solutions. The firm utilizes a range of investment approaches through individual advisers and third-party managers, and provides multiple execution pathways for clients.

James Cannon is a financial advisor at Snowden Capital Advisors LLC with 25 years of industry experience. He previously worked at JP Morgan Chase Bank NA and JP Morgan Securities LLC from 2011 to 2020. Cannon holds Series 63 and Series 66 licenses. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, utilizing a multi-team approach combined with institutional capabilities and a wide range of investment tools.

Oren Guzman is a financial advisor at Silver Oak Securities, Incorporated with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and Bright Futures Wealth Management. Guzman is also involved with Lifetime Financial Group, where he manages portfolios, conducts financial planning, and performs product research. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, and financial planning tailored to clients’ objectives and risk tolerances.

Richard Babjak Jr. is a financial advisor at Summit Financial, LLC with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Summit Financial in 2024, he worked at Midway Wealth Partners, LLC and World Equity Group, Inc. He is also involved in a separate business venture, Arlington Ventures. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services.

Christopher Dallas is a financial advisor at World Equity Group, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 certifications and has been with World Equity Group since 2011. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches and offers portfolio management, financial planning, and retirement plan advisory services.

Richard Levitz is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life Insurance Company, Triad Advisors, and OSAIC. He is involved in executive coaching and facilitation through The Glenmore Group, LLC, and serves as part-time faculty at the Lake Forest Center for Leadership. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm combines internal management, affiliate platforms, and independent managers to construct portfolios with a long-term focus and offers comprehensive ERISA-related services for retirement plans.

Frank Griseta is a financial advisor with Focus Financial and holds a Series 66 designation. He has 21 years of industry experience and has been affiliated with OSAIC and Focus Financial Network since 2010. Outside of his advisory role, Griseta co-owns a medical billing services company with his wife and operates a photography business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Michael Fujii is a financial advisor with Advisory Services Network in South Barrington, IL, holding Series 63, Series 65, and Series 66 licenses and bringing 18 years of industry experience. He has worked at Advisory Services Network since 2022 and concurrently operates Fujii Partners Capital, LLC, which he founded in 2007. Advisory Services Network is an enterprise firm that serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.

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.

Bret Mooney is a financial advisor with VestGen Advisors, LLC, holding the ChFC® designation and Series 66 license, and has seven years of industry experience. His career includes roles at Triad Hybrid Solutions, LPL Financial LLC, and Sequoia Wealth Management, among others. Outside of advisory work, he is involved in insurance product solicitation and servicing through VestGen Insurance Partners, LLC. VestGen Advisors, LLC is an SEC-registered firm managing approximately $6.66 billion for nearly 23,000 clients across 53 advisors. The firm offers a range of investment management and retirement plan services, using a combination of fundamental, technical, and quantitative analyses along with modern portfolio theory, and serves a diverse client base including institutional investors.

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.