Peter Crabtree is a financial advisor at First Advisors National, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Paradigm Life Insurance Company, Prosperity Economics Partners LLC, and infinex Investments, Inc. Outside of his advisory role, he is involved with MooseLake LLC, operating businesses that buy and wholesale residential properties. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes manager selection and monitoring, supplemented by fundamental analysis of individual securities.

Nancy Brunn is a financial advisor with Latitude Advisors, LLC and holds a Series 66 designation. She has 10 years of industry experience and has also operated Brunn & Associates, Inc., a CPA firm specializing in accounting and tax preparation, since 2001. In addition to her advisory work, she handles accounting duties for an online specialty sales business. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Michael Grajdura is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Money Concepts Capital Corp. In addition to his advisory role, he is a salaried employee at 818 Capital Group, LLC, a customer service and payroll company, and works as an independent insurance agent. Harbour Investments serves a diverse range of clients, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, employing different investment approaches that vary by adviser and approved third-party managers.

Anthony Fiore is a financial advisor with Wealth Management, LLC in Mundelein, Illinois, holding a Series 65 designation and 11 years of industry experience. He has been with Wealth Management since 2014 and has also served as CEO of Accountants Solutions, Inc., an accounting software sales company, since 2002. 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 employs a modern portfolio theory investment approach, primarily using passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

Thomas Chernesky is a CFP® with 27 years of industry experience, currently serving as an advisor at Robertson Stephens since 2024. Prior to this, he spent 11 years at CAFG Wealth Management, Inc., where he was also president of the company, a non-operating legal entity handling payments from the installment sale of a former RIA business to Robertson Stephens. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of the end of 2024.

Daniel Zarzynski is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Robertson Stephens. He has one year of industry experience, with prior roles at CAFG Wealth Management, Camping World, Brunswick Corporation, and CBS Radio. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight, managing over $7 billion in client assets as of December 31, 2024.

Donna Adams is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior work includes roles at OneAmerica Securities and American United Life for 11 years. She is involved with several community organizations, serving as an owner and board member of DamYak Challenge LTD and Paradise Charitable Foundation, and as a board member of BREAK Crystal Lake Teen Center and the Chain-O-Lakes Chamber. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform focused on institutional clients rather than direct relationships with end investors.

Jacqueline Bramel is a financial advisor at Harbour Investments, Inc. with one year of industry experience. Prior to joining Harbour, she worked at Beacon Wealth Advisors and has a background that includes 14 years at HomeMaker. She volunteers as a board member for the Special Olympics of Illinois, participating in fundraising and event activities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized strategies and offers model-based solutions through a subscription platform.

Suzuanne Foster is a CFP® and holds a Series 66 license with 22 years of industry experience. She has worked at OneAscent Financial Services LLC since 2021 and previously spent 16 years at Ameriprise Financial Services, Inc. Foster serves as an election poll worker in her community. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers customized asset management, financial planning, and consulting services through advisor teams and utilizes various model-based and overlay management platforms.

Michael Page is a financial advisor with Prospera Financial Services, Inc. in Crystal Lake, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Prospera in 2019, he worked at Wells Fargo Financial Network LLC for six years. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning services via multiple platforms and customizable portfolio management.

Andrew Park is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Compound Planning, Inc., where he has worked since 2024, following seven years at Curi RMB Capital, LLC and four years at Vennwell, LLC. Compound Planning serves individuals, families, businesses, and retirement plans by providing discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm employs a customized, risk-based investment process using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Mark Garapolo is a financial advisor at MissionSquare Retirement with 37 years of industry experience. He has held a position at ICMA-RC Services, LLC since 1995. His credentials include the Series 63 and Series 65 licenses. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Benjamin Pahl is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Money Concepts Capital Corp and The Tranel Financial Group. He is also president and investment advisor at Liberty One Investment Management, where he spends the majority of his time, and is involved with 818 Capital Group, a customer service and payroll company. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Jason Yorgensen is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His previous roles include positions at Wells Fargo Clearing and J.P. Morgan Securities. Outside of advising, he owns two ventures focused on luxury assets and investment-related activities. Gateway Wealth Partners serves individuals, corporations, and retirement plans by offering financial planning, wealth management, and retirement plan consulting. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and independent managers, managing approximately $2.28 billion in assets as of the end of 2025.

Brent Griffin is a financial advisor at Spire Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Merrill Lynch, PNC Investments, and JP Morgan Securities. Outside of his advisory role, he owns The Soap Boxx Company, which manages his household product invention, and serves on the board of the Legacy Reentry Foundation. Spire Wealth Management serves individuals, corporations, trusts, and retirement plans, providing discretionary and non-discretionary portfolio management along with manager-of-managers arrangements. The firm employs a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised approaches to manage approximately $4.5 billion in assets across more than 6,100 clients.

Erik Olson is a financial advisor at Arete Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Arete Wealth Advisors and Arete Wealth Management since 2010. Olson serves as a board member and investment committee chair for the Converge Foundation and owns Olson Analytics, a data analysis and consulting business. 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 employs both advisor-driven and proprietary rule-based model allocations, utilizes third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Andrew Mitchell is a financial advisor at Sound Income Strategies, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Charles Schwab and TD Ameritrade. Outside of his advisory role, he is involved with Crystal Lake Tax and Finance, where he provides investment advisory and fixed insurance services. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, offering customized portfolios and co-/sub-advisory services, while also providing insurance planning and educational workshops through affiliated entities.

Chris Morgan is a financial advisor at Harbour Investments, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Beacon Wealth Advisors, LLC and Gradient Securities, LLC. In addition to advisory work, he is involved in tax preparation through Beacon Advisors LLC and is a managing member of Beacon Wealth Advisors, LLC. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment approaches through internal and third-party managers.

James Barnash is a CFP® with over 31 years of industry experience, currently serving at Invst, LLC since 2025. His prior roles include positions at Ns Capital, LLC and several other advisory and tax-related firms. Outside of his advisory work, he has been involved in tax accounting and insurance services since 1988. Invst, LLC provides financial planning, consulting, investment management, and retirement plan services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and employs a multi-disciplinary investment approach that combines fundamental, technical, and cyclical analysis.

Erich Fischer is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at The Tranel Financial Group and 818 Capital Group, LLC. Fischer also has experience with a customer service and payroll company where he worked part-time. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and various investment platforms with approaches that range from fundamental and technical analysis to modeling and macroeconomic strategies.