Patrick Kaiser is a ChFC® credentialed financial advisor with 23 years of industry experience, currently with Tucker Asset Management LLC since 2025. His prior roles include positions at IAMS Wealth Management, Royal Fund Management, and VIRTUE CAPITAL MANAGEMENT. He also works as an independent insurance agent, offering annuities, life and health insurance products, and physical precious metals. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm provides discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services using a top-down, macroeconomic asset-allocation process and a range of investment strategies, including alternative investments.

Maximus Hull is a financial advisor with CreativeOne Securities, LLC, holding a Series 65 designation. He has been in the industry for less than one year and previously worked in the food service sector at Widens Hot Dogs and Willies Field House. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management through its proprietary advisory platform.

David Narish is a financial advisor at Arete Wealth Advisors, LLC with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Center Street Advisors, Inc. and Center Street Securities, Inc. In addition to his advisory role, Narish is an independent insurance agent licensed since 1985, focusing primarily on life insurance sales. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model-based allocation strategies and acts as an ERISA fiduciary when applicable.

Victor Green is a financial advisor at Sound Income Strategies, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Goodman Green Wealth Management since 2017, where he is also an owner and independent insurance agent. In addition to his advisory role, he serves as a financial literacy educator focusing on minority communities and acts as a senior business consultant helping clients qualify for commercial and residential loans. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other advisors, and retirement plans. The firm employs a fixed-income and income-oriented investment approach that combines fundamental and technical analysis, offering customized portfolio management and services including insurance planning and educational workshops.

Patrick Halpin is a financial advisor at Interactive Financial Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Interactive Financial Advisors since 2016 and previously at Brooklight Place Securities, Inc. from 2009 to 2017. Outside of investment advisory, he owns a business specializing in insurance sales and service, including life, health, disability, and fixed annuities. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and utilizes ETFs and mutual funds within branded programs, using tools like Modern Portfolio Theory and the TIFIN Wealth Risk tool to guide investment decisions.

Sam Ogrizovich is a CFP® with 30 years of industry experience. He is currently with Modern Wealth Management, LLC and previously worked at OFM Wealth for over four decades. He maintains an active insurance license and oversees existing life insurance and variable annuities. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, retirement plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers services including discretionary investment management, modular financial planning, tax and estate planning, and insurance solutions.

S. Park is a financial advisor at Diversify Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and Edward Jones. Outside of his advisory role, Park serves as a minister and is a board member of a truck driving school, as well as involved in teaching through the Presbyterian Church (USA) Board of Pension. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers customized financial planning, portfolio management, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

Kevin Graham is a financial advisor at Plancorp, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Zacks Investment Management, LBMZ Securities, and CIBC Private Wealth. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering services such as wealth management, financial planning, pension consulting, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, employing a range of investment vehicles and providing both discretionary and non-discretionary management.

Ryan Gandurski is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 license. He has 20 years of industry experience, with prior roles at Cetera Wealth Services, LLC and McCabe & Associates, Inc. Outside of his advisory work, Gandurski coaches a 15U youth baseball team and serves on the advisory school board at St. Judes Catholic School. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and employs both discretionary and non-discretionary management.

Paul Gnap is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and seven years of industry experience. He previously worked at Lupo Securities for eight years and has operated his own business since 1995. Outside of his advisory role, he serves as a salaried trader for Galnet Asset Management, a hedge fund based in Frankfort, IL. 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’s investment process emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support recommendations of individual securities.

Mark Gordon is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been involved with Noble Marketing Partners since 2013, where he also serves as an independent insurance agent. Additionally, he owns Gordon & Baird, Inc., through which he executes customer orders as an options broker without providing investment advice or dealing with the general public. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm employs a discretionary management approach that emphasizes third-party money managers alongside fundamental analysis and formal annual reviews to maintain portfolio suitability.

John Rhode is a financial advisor at ON Investment Management CO with 11 years of industry experience. He holds a Series 66 designation and has worked at Ohio National Financial Services and The O.N. Equity Sales Company since 2018. Outside of his advisory role, he is involved in insurance sales and mortgage financing, working with realtors and builders to assist homebuyers. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs and manages client assets through both discretionary and non-discretionary advisory relationships.

Zachary Morgan is a financial advisor at AdvisorNet Wealth Partners with four years of industry experience. He holds the CFP® and CFA® designations, as well as a Series 66 license. Prior to joining AdvisorNet, he worked at Northern Trust for five years. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and third-party managers while offering both discretionary and non-discretionary management.

Uma Murthy is a financial advisor with StoneX Advisors Inc. in Frankfort, IL, holding a Series 66 license and bringing 25 years of industry experience. She has been with StoneX Advisors and related entities since 2019 and previously operated U-WIN Investment for 28 years. Outside of her advisory role, she owns and manages a health, life, and property insurance brokerage and is involved in medical student placement services through several related companies. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs multiple investment strategies and platforms to accommodate a wide range of client needs, including high-net-worth clients and ERISA plans.

Timothy Mccabe is a CFP® professional with 45 years of industry experience, currently serving at AdvisorNet Wealth Partners since 2019. He previously worked at Cetera Wealth Services, LLC and McCabe & Associates, Inc. Outside of advisory work, he is also licensed as an insurance agent specializing in life, health, disability, annuities, and long-term care products. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies using equities, fixed income, mutual funds, ETFs, and may include sub-advisors or internal model portfolios to meet client objectives.

Donald Zolfo is a CFP® certificant with 12 years of industry experience, currently serving as an advisor at Sowell Management since 2020. He previously worked at 83rd Street Wealth Management, LLC from 2016 to 2020. Outside of advisory work, he is also involved in insurance sales and service, dedicating time to that activity outside trading hours. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple investment management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.

Eric Medina is a financial advisor at IP Financial Advisory Services LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services since 2019, with prior roles at CFD Investments Inc and Creative Financial Designs. Outside of his advisory work, Medina serves as a high school tennis coach at Bishop Noll. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized investment strategies and specialized advisory services, including actuarial and insurance consulting, emphasizing non-high-net-worth investors and retirement plan participants.

Oduardo Periu is a financial advisor at Interactive Financial Advisors with 24 years of industry experience. He has been with Interactive Financial Advisors since 2005 and previously worked at Citgo for over three decades. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and primarily uses ETFs and mutual funds, applying Modern Portfolio Theory and fundamental analysis in its investment approach.

Jennifer Prosise is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. She has worked with Lincoln Investment Planning, Inc. and The Voyager Group since 2007 and is the owner of Proside Consulting, Inc. She serves as Vice President of the National Tax-Deferred Savings Association and as Treasurer and board member of the Estate Planning Council of Joliet. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and proprietary investment strategies.

Michael Moylan is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Gradient Advisors since 2012 and is also a partner in Advanced Planning Advisors, a firm focused on insurance and retirement planning, which he co-founded in 2010. Moylan has over 30 years of experience through his ownership of Moylan Agency. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.