Jeremy Joseph is a CFP® professional with 19 years of experience in the financial industry. He is currently with Simplicity Wealth and Protected Tomorrows, having previously worked at firms including Savant Wealth Management, Huber Financial Advisors, TD Ameritrade, Fidelity Brokerage Services, Madison Avenue Securities, and Ameriprise. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational solutions for advisers through its managed account platform.

David Keevins is a financial advisor at Crescent Grove Advisors with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, outsourced chief investment officer (OCIO) solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets and emphasizes customized investment policy statements and an asset-allocation approach combining long-term strategic and short-term tactical adjustments.

Mark Wolter is a financial advisor at Harbour Investments, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LPL Financial and Beacon Wealth Advisors. Wolter serves as a volunteer board member for the Special Olympics Illinois Golf Outing, helping to plan and promote fundraising events. Harbour Investments, Inc. provides portfolio management, financial planning, and advisory services to individual clients, trusts, pension plans, and institutional entities. The firm uses a variety of investment approaches and offers multiple execution platforms tailored to client needs.

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.

Dwight Ower is a financial advisor with Integrated Advisors Network LLC, holding a Series 65 designation and 17 years of industry experience. He previously worked at Mitchell, Vaught and Taylor for 18 years before joining Integrated Advisors Network and Shields Capital Advisors in 2025. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches and often utilizes third-party sub-adviser platforms while providing ongoing portfolio oversight.

William Cunningham is a financial advisor at Saxony Capital Management, LLC with 40 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Saxony Capital Management and its affiliated Saxony Securities since 2017. In addition to his advisory role, he is an author of non-fiction books. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team approach with 38 advisors serving several hundred client relationships and offers discretionary asset management alongside hourly or flat-fee planning and consulting.

Anne Coupe is a financial advisor at Simplicity Wealth with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Global Asset Management, William Blair, and BMO Asset Management. Outside of her advisory role, she serves on the board of the Special Gifts Theatre, which provides therapeutic theatre programs for children and adults with special needs. Simplicity Wealth serves a diverse client base ranging from individuals and high-net-worth investors to institutional and corporate clients, offering services that include financial planning, retirement plan management, and a managed account platform for advisers. The firm employs a fund-of-funds strategy utilizing ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisers through its private-label asset management software and back-office services.

Anne Morrissy is a CFA® charterholder with 21 years of industry experience. She is currently with Gamco Asset Management Inc. and has been associated with Gabelli & Company, Inc. since 1999 and G.distributors, LLC since 2012. Gamco Asset Management Inc. provides discretionary investment management and sub‑advisory services to a diverse client base, including institutional investors, private clients, and less common categories such as sovereign wealth funds and banking institutions. The firm employs a value-driven investment process supported by fundamental research and offers a range of customized institutional and separate-account strategies.

Annirose Womack is a CFP® professional with 16 years of industry experience, currently serving with Capital Analysts. Her career includes roles at Lincoln Investment, Astraios Financial-East, LLC, and Horace Mann Investors, Inc. She is also the owner of Womack Enterprises LLC, an entity used for tax and accounting purposes. Capital Analysts provides investment management services to a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary approaches, supported by an in-house Investment Management & Research team and a proprietary mutual-fund screening process called CAPSL.

Braden Monahan is a financial advisor with Simplicity Wealth in Lincolnshire, IL, holding a Series 65 designation and two years of industry experience. He has worked at Simplicity Wealth since 2024 and previously held roles at Ehlert Financial Group and the University of Illinois. In addition to his advisory work, Monahan is a registered insurance agent and presents life insurance policies alongside his financial advisory services. Simplicity Wealth serves a diverse clientele including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios and discretionary management combined with technology and operational support for other advisers.

Mary Ehlert is a CFP® professional with 28 years of experience in the financial industry, currently affiliated with Simplicity Wealth. She has held roles at Forum Financial Management and founded Ehlert Financial Group. Ehlert is involved in several nonprofit and advocacy organizations focused on disabilities and special needs, including serving as CEO of Protected Tomorrows Inc. and participating on the boards of multiple related charities. Simplicity Wealth serves a diverse client base, including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, and offers technology and operational services to other advisers alongside its advisory solutions.

Christopher Jauch is a financial advisor at Crescent Grove Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory across discretionary and non-discretionary mandates. The firm manages approximately $5 billion in client assets and employs a customized investment process that combines long-term strategic allocations with tactical adjustments, supported by a dedicated investment committee.

Carlene Abraham is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 65 licenses and bringing two years of industry experience. She has previously worked at Money Concepts Capital Corp. and currently maintains roles with The Tranel Financial Group and 818 Capital Group, LLC. Outside of her primary advisory work, she has experience as an independent insurance agent. 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.

Elizabeth Watkins is a financial advisor at Crescent Grove Advisors with 32 years of industry experience. She holds the Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc and Ziegler Capital Management. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets and employs a customized investment process combining long-term strategic allocations with shorter-term tactical adjustments.

James Wood is a financial advisor at Crescent Grove Advisors with 25 years of industry experience. He holds the Series 63 designation and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets and employs a customized investment process that combines strategic and tactical asset allocation overseen by a dedicated investment committee.

Eric Cima is a financial advisor at Harbour Investments, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Money Concepts Capital Corp for over 30 years. In addition to his advisory roles, he is a salaried employee of 818 Capital Group, LLC and is also an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to a diverse clientele, 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, offering a range of portfolio management options and model-based solutions.

Steven Lee is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with BFC Planning since 2016. Lee also serves as president of the Taiwanese American Chamber of Commerce of Greater Chicago and acts as an advisor to the Overseas Community Affairs Council for the Taiwanese government. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and sub-advisors, with investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Joey Bunton is a financial advisor at Harbour Investments, Inc. with nine years of industry experience. He has previously worked at firms including Money Concepts Capital Corp. and NYLIFE Securities LLC. Outside of his advisory role, Bunton is an independent insurance agent and is involved with 818 Capital Group, a customer service and payroll company. 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.

Elliot Yablun is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 designations and offering 33 years of industry experience. He has been with World Equity Group since 2014 and is also the owner of Shiggies Vinyl, a business that involves buying and selling vinyl records online. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm offers managed portfolios using discretionary portfolio management combined with financial planning and access to third-party money managers.

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.