Shaun Eck is a financial advisor with Realta Investment Advisors, Inc who holds a Series 66 designation and has 18 years of industry experience. His career includes roles at firms such as Merrill Lynch, Bank of America, and Kestra Private Wealth Services. He is also the owner of Quantas Group, LLC, a marketing and advisory business focused on transactional services and tax benefits related to life insurance products. Realta Investment Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and institutional clients. The firm utilizes a range of strategies including asset allocation across various investment vehicles and offers both discretionary and non-discretionary portfolio management.

Joshua Pratt is a financial advisor with Harbour Investments, Inc. He holds the Series 63 and Series 66 designations and has 20 years of industry experience. Prior to joining Harbour in 2023, he worked at Beacon Insurance Advisors, LLC, Beacon Wealth Advisors, LLC, Gradient Securities, LLC, and Thrivent Investment Management, Inc. He is also an independent insurance agent involved in selling fixed insurance products and equity-indexed annuities. Harbour Investments serves a diverse client base including individual, trust, pension, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and approved third-party managers.

Jeremy Lohman is a financial advisor at Stephens with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2012, previously spending five years with Thrivent Investment Management. Outside of his advisory role, Lohman is an authorized signatory for Faith Evangelical Lutheran Church and School in Antioch, IL, and works as an independent contractor providing food delivery services. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory and brokerage services along with investment banking and research.

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.

Caleb Thomas is a CFP®-certified financial advisor with six years of industry experience. He is currently with OneAscent Financial Services LLC and previously worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. Caleb also has experience assisting with financial planning and administrative tasks within his firm. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm utilizes individualized asset-allocation strategies and offers a range of services including discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and outsourced chief investment and compliance officer services.

Michael Stewart is a financial advisor with Sound Income Strategies, LLC, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has worked at several firms, including FIFTH THIRD SECURITIES, Inc. and BMO Harris Financial Advisors, Inc., and is the founder and owner of Crystal Lake Tax and Financial, where he provides insurance and tax preparation services. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and also provides insurance planning, educational workshops, and sub-advisory services to exchange-traded funds.

Randall Cashmore is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Peace of Mind Private Wealth Management, FOUNDATIONS INVESTMENT ADVISORS, and Berthel Fisher and Company. He also operates Cashmore Investments, an independent venture he has maintained since 2009. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment process focused on tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Jack Steen is a financial advisor at Ausdal Financial Partners, Inc. based in Crystal Lake, IL. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Ausdal, his work experience includes roles at Hyatt Hotels and Lee & Associates, among others. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of investment and financial planning services tailored to client objectives and integrates multiple custodians and third-party managers into client solutions.

John Michalak is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Harbour in 2026, he spent 15 years with both Chicago Investment Advisory Council and J.W. Cole Financial, Inc. Michalak has extensive experience in the sale of fixed insurance and annuity products through his prior role at Chicago Investment Advisory Council. Harbour Investments serves a diverse client base including individual investors, 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 advisers and approved third-party managers.

James Schmidt is a financial advisor with LPL Financial in McHenry, Illinois, holding a Series 66 designation and 11 years of industry experience. He has been associated with Cornerstone Wealth Management, LLC since 2014, operating under LPL Financial during this period. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Alexander Marmitt is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at J.P. Morgan Securities, Robert Baird & Co., and Wintrust Investments. He is also a partner at Klestinski Rapp Marmitt Investment Counsel, where he is involved in investment management and financial planning. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment strategies through a range of portfolio management programs and incorporates fundamental, technical, and cyclical analysis while accommodating client-imposed restrictions.

Joshua Glorch is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. He has worked at NorthRock Partners since 2019 and previously spent three years at Ameriprise Financial Services, Inc. He holds the Series 63 and Series 65 licenses and maintains current Illinois insurance licensure. 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 that includes broad asset allocation, diversification, and periodic rebalancing while integrating private market allocations and utilizing AI tools alongside human oversight.

William Yocius Jr. is a financial advisor at Integrated Advisors Network LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Shields Capital Advisors Inc. and Mitchell, Vaught & Taylor, Inc. In addition to his advisory role, he provides insurance advice to individual clients. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and frequently utilizes third-party sub-advisers while offering a range of portfolio management and financial planning services.

John Dorn is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at Robertson Stephens since 2024 and previously spent 11 years at CAFG Wealth Management. Dorn prepares tax returns during tax season from his residence and is a licensed insurance agent authorized to offer life, accident, and health insurance. Robertson Stephens Wealth Management serves individual clients, families, trusts, charitable organizations, and retirement plans, offering portfolio management, financial planning, tax and estate planning, and access to public and private funds. The firm combines advisor guidance with centrally developed model portfolios and oversight by an Investment Office and Committee.

Ryan Alexander is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Fidelity Investments, TD Ameritrade, Merrill, and PNC. Alexander is also involved with Crystal Lake Tax and Financial, where he provides financial advisory and fixed insurance services. Sound Income Strategies serves a diverse client base including individuals, corporations, pension plans, and other advisors, offering services such as asset management, financial planning, ERISA plan services, and insurance planning. The firm’s investment approach focuses on fixed-income and income-oriented strategies with active portfolio management and third-party allocations.

Ryan Anderson is a Series 65-licensed advisor with Wealth Management, based in Mundelein, IL, and has eight years of industry experience. Prior to joining Wealth Management, he worked at PPG for two years and has served as an Accounting Manager at Accounting Freedom, a CPA firm, where he has been employed since 2017. His role at Accounting Freedom involves accounting and tax responsibilities. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, providing discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and a long-term, buy-and-hold investment approach.

Michael Portincaso is a financial advisor at Encompass More Asset Management LLC with three years of industry experience. He holds a Series 65 designation and has previous experience at firms including Verity Asset Management, ED&F Man Capital Markets, Mizuho Securities, and BGC Financial. Outside of his advisory role, he is an insurance producer at Appreciation Financial, LLC. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm uses a model-based approach combining quantitative, qualitative, and fundamental analysis, including exposure to digital-asset related vehicles, and manages approximately $582 million for around 4,000 clients.

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.

Francesco Fiore is a financial advisor with Wealth Management, LLC, holding the Series 65 designation and with 12 years of industry experience. He has been with Wealth Management since 2014 and is also president of Accounting Freedom, Ltd, a CPA firm he has managed since 2005. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm emphasizes broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and supports other advisers through backoffice and recordkeeping services.

Kolton Rominski is a financial advisor at Ausdal Financial Partners, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Larson Financial Group and Rock Harbor Capital LLC. Outside of his advisory role, he serves as a referral partner for a direct prescription service. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial services.