Gigi Verrey is a financial advisor at Alera Investment Advisors, LLC with 33 years of industry experience. She holds the ChFC® and Series 63 designations. Her career includes roles at Securian Financial Services, Minnesota Life Insurance Company, Triad Advisors Inc., and Gcg Financial, Inc. Outside of her advisory work, she is the author of the book *Okay, So I Got Fat* and owns Very Smart Ideas, LLC, a website selling inventions and household gadgets, and she also participates in acting and sponsored social media advertising. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm uses a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term approach, while also offering ERISA-focused services for retirement plans.

Mitchell Ratnow is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Securian Financial Services, Inc. and Minnesota Life Insurance Company, where he worked for 27 years, as well as positions at Triad Advisors, Inc. and GCG Financial. Ratnow is also involved with GCG Financial, providing fixed business services including long-term care, property casualty, disability insurance, and group benefits. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and retirement plans. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios with a long-term focus, and provides comprehensive ERISA-related plan services to plan sponsors.

Jonathon Merickel is a CFP® with 22 years of industry experience, currently serving as an advisor at Savvy. His prior roles include positions at Savant Wealth Management, Pruco Securities, Prudential Insurance Company of America, and Fidelity Brokerage Services. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm combines primarily index-based, long-term strategies with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support customized client plans.

Sean Ford is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. since 2020. His prior experience includes roles at Benjamin F Edwards & Co and First Trust Portfolios. Outside of his advisory work, he is involved with Acre Trader 160, LLC / Ashton Farm as an investor. 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 investment programs, with a notable emphasis on non-discretionary asset management.

Stuart Lasky is a financial advisor at Latitude Advisors, LLC with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Latitude Advisors in 2015, he was associated with GWN Securities, Inc. Since 2013, he has also worked as a marketing assistant for Jeffrey Lasky Financial Services LLC and holds a life and health insurance producer license. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a blend of model-based and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with ongoing portfolio oversight.

Jeremy Joseph is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Simplicity Wealth. His prior experience includes roles at Savant Wealth Management, Huber Financial Advisors, TD Ameritrade, and Fidelity Brokerage Services. Simplicity Wealth provides advisory services to a diverse client base including individuals, high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside technology and operational solutions for advisers through its managed account platform.

Richard Wilkens is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with seven years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Wilkens is a partner at DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a certified public accounting and business advisory firm. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services primarily to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on managing a predominance of non-discretionary assets.

William Paddor is a financial advisor at Vanderbilt Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Moloney Securities Asset Management LLC and Arlington Insurance. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and integrates retirement-plan and benefits services with advisory offerings, using a combination of fundamental, technical, and charting analysis tailored to client objectives.

Thomas Blumenfeld is a financial advisor at Latitude Advisors, LLC with three years of industry experience. He is a Certified Public Accountant licensed in Illinois and has provided accounting and tax services through Pawlan, Blumenfeld, Miscinski & Assoc., Ltd. since 2005. Outside of his advisory role, Blumenfeld serves as treasurer for Alligator Aquatics, a nonprofit swim team. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm combines model-based strategies with fundamental and quantitative analysis to manage portfolios, typically on a discretionary basis.

Daniel Drallmeier is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Forum Financial Management, LP. He has worked at Forum Financial Management, LP in various capacities since 2012. Outside of his advisory role, he is a member of F.A.M. LLC, which provides management services to Forum Financial Management under a service agreement. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Heidi Verbiscer is a financial advisor with Forum Financial Management, LP, holding a Series 65 designation and six years of industry experience. She has been with Forum Financial Management since 2019 and is also the president and owner of Generations Tax & Advisory Services, LLC, a CPA firm specializing in taxation strategy, compliance, and generational business and family wealth planning. Forum Financial Management provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing model portfolios primarily using DFA institutional mutual funds and ETFs in line with a Modern Portfolio Theory approach.

Jeremy Belingon is a CFP® with three years of industry experience, currently serving as a financial advisor at Facet. He previously worked at The Vanguard Group for three years and has experience in education and healthcare sectors. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic advice through a Total Financial Life Resources framework and discretionary asset-allocation programs that primarily use ETFs, with a focus on fixed subscription fees rather than percentage-based investment charges.

Tyler Vandermeer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at FBL Financial Group, Farm Bureau Financial Services, and Country Capital Management Company. He is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and delivers a range of managed solutions tailored to client needs.

Geno Del Boccio is a financial advisor with First Advisors National, LLC, holding a Series 65 designation. He has experience in entrepreneurial ventures, including roles at GD Event Productions and Coffee Something Inc. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and combines tactical and strategic approaches with fundamental analysis to inform its investment decisions.

Kathryn Edwards is a CFP® with 17 years of industry experience, currently serving at Plante Moran Financial Advisors. She is also a partner at P&M Holding Group, LLP. Edwards has a long tenure at Plante Moran Financial Advisors, spanning from 2008 to the present. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a range of analytical approaches and manages a notable mix of discretionary and non-discretionary assets, supported by affiliations within the Plante Moran enterprise that enable integrated financial services.

Matthew Spokas is a financial advisor at Forum Financial Management, LP with three years of industry experience. He holds a Series 65 designation and has been associated with Forum Financial Management since 2019. Outside of his advisory role, he is the principal of Spokas & Associates CPAs LLC, a firm he has been involved with since 2011. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory, primarily implementing those models through institutional mutual funds, ETFs, and selectively incorporates private investment vehicles and outside managers.

Mitchell Despinich is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Private Client Services since 2010. In addition to his advisory role, he sells insurance products including life, disability, long-term care, and health insurance through his financial services practice. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through about 50 investment advisor representatives and manages approximately $1.05 billion across over 3,200 client accounts.

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.