Erik Miller is a financial advisor at Essex LLC with a Series 65 designation and one year of industry experience. Prior to joining Essex, he worked at Safe Harbor Wealth Advisors and has a background including roles at Miami University and several golf and country clubs. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, and charitable organizations, managing approximately $649 million across 576 client accounts. The firm employs a multi-member investment policy committee to guide portfolio construction using a combination of fundamental, technical, and sector analysis across various asset classes.

Joseph Angileri is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Northern Trust Securities, Inc. in Lake Zurich, IL, where he has worked since 2007. His tenure at Northern Trust Securities spans his entire financial advisory career. Northern Trust Securities, Inc. is a multi-team SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management services primarily to high-net-worth individuals, retail investors, and institutional clients. The firm utilizes a model-driven approach with a variety of investment products, including proprietary Northern Trust funds, ETFs, and third-party offerings, delivered through a wrap fee program on the Fidelity Managed Account Xchange platform.

Rachel Hook is a financial advisor at Harbour Investments, Inc. with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Harbour Investments since 2023, with prior roles at Gradient Securities, Beacon Insurance Advisors, and Beacon Wealth Advisors. In addition to her advisory work, she is also an independent insurance agent. Harbour Investments serves a diverse client base including individuals, 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 advisors and third-party managers.

Rob Kubik is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2025, and as a Financial Consultant at the same firm from 2016 to 2021. Before joining Fidelity Investments, Rob was a Financial Advisor at Edward Jones from 2014 to 2016. Rob specializes in helping clients maximize their workplace benefits, build wealth, and plan for retirement with a focus on tax-efficient investing. He employs a holistic approach to financial planning, aiming to create intentional and well-structured financial strategies. [No information was provided regarding Rob's education, credentials, personal interests, or community involvement.]

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.

Gregg Cummings is a financial advisor at Savvy with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for LPL Financial for 15 years. Cummings has been with Savvy since 2026. Savvy provides investment and financial planning services to individuals, including high-net-worth clients, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, using third-party sub-advisers and technology platforms to customize investment plans based on client objectives and risk tolerance.

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.

Austin Righeimer is a CFP® and CFA® affiliated with NorthRock Partners, LLC, with two years of industry experience. His prior work includes roles at Beacon Pointe Advisors, Northern Trust, Anixter, and Duff & Phelps. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, incorporating private market allocations and AI-supported tools, while maintaining human oversight.

June Dinardo is a financial advisor with Arkadios Wealth Advisors in Barrington, IL, holding Series 63 and Series 65 designations and 16 years of industry experience. She has worked at Arkadios Capital since 2024 and Wayne Hummer Investments since 2008. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, a wrap program, third-party money managers, and financial planning. The firm supports discretionary account management through its internal portfolio team and employs fundamental, technical, and cyclical analysis in its investment approach.

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.

Ian Morrison is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Purshe Kaplan Sterling, Securities America Advisors, and Securities America, Inc. Outside of finance, he worked for Conscious Cup Coffee Roasters. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and consulting services, utilizing individualized asset-allocation approaches and various model-based platforms.

Shaun Eck is a financial advisor at Realta Investment Advisors, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Private Wealth Services, Bank of America, Merrill, and Cetera Investment Services. Outside of his advisory role, he is the owner of Quantas Group, LLC, which provides marketing and advisory services related to tax benefits through life insurance products. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm employs a comprehensive investment approach utilizing asset allocation across multiple asset classes and provides services such as portfolio management, retirement plan consulting, and estate planning.

Joshua Pratt is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including Beacon Insurance Advisors, LLC and Thrivent Investment Management, Inc. Pratt is also involved as an independent insurance agent, selling fixed insurance products and equity-indexed annuities. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, using multiple investment approaches and platforms tailored to individual advisor and client needs.

Jeremy Lohman is a financial advisor with Stephens in Antioch, IL, holding Series 63 and Series 65 licenses, and has 19 years of industry experience. He has been with Stephens since 2012. Outside of his advisory role, Lohman serves as an authorized signatory for a local church and school and works as an independent contractor delivering food services. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Mark Morrison is a CFP® with 34 years of industry experience, currently affiliated with OneAscent Financial Services LLC. He has previously worked at Securities America Advisors, Inc. and The Cornerstone Financial Group Inc. among others. He also serves as an elder at The Arising Church in Crystal Lake, where he is involved in counseling and preaching. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides asset management, financial planning, and consulting services using individualized asset allocation and model-based platforms, and offers specialized services including tax-overlay options and outsourced CIO and CCO support.