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.

Allison Tregoning is a financial advisor at Gladstone Wealth Partners with eight years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, Cetera Financial Specialists LLC, and Wells Fargo Clearing Services LLC. Prior to her advisory career, she was employed at Azzip Pizza and the University of Illinois at Urbana Champaign. Gladstone Wealth Partners serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations, offering investment management, financial planning, and retirement-plan consulting. The firm operates through a network of independent advisers who tailor strategies using discretionary management, third-party managers, and model portfolios, and also provides ERISA-related services for qualified plans.

Robert Davit is a financial advisor with Gladstone Wealth Partners in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services for 12 years and has been with Gladstone Wealth Partners and LPL Financial since 2021. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize discretionary portfolio management, third-party managers, and technology solutions to service client needs, including qualified plan advisory roles under ERISA.

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 financial advisor at Compound Planning, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Curi RMB Capital, LLC and Vennwell, LLC. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs a customized, risk-based investment approach utilizing 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 roles include positions at Northern Trust and Beacon Pointe Advisors LLC. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, and private funds. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation and diversification, managing portfolios through discretionary and non-discretionary strategies that include both public and private market investments.

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.

Eric Mesko is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Triad Advisors, LPL Financial, and Waddell & Reed. He serves on the board of Bartlett Learning Centers, a school for children with mental challenges. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a blend of analytical approaches and third-party managers.

Stanley Nieminski is a financial advisor at Fortis Capital Advisors, LLC with 35 years of industry experience. He holds the CFP® and PFS™ designations and has worked at firms including Clearpath Financial LLC and Cetera. In addition to his advisory role, he is president of a mortgage brokerage and provides tax and accounting services through his CPA firm. Fortis Capital Advisors offers investment advisory and financial planning services to individuals, trusts, businesses, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Karoline O'Connor is a financial advisor at Gladstone Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2007 to 2021 before joining Gladstone and LPL Financial in 2021. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers who customize strategies and utilize third-party managers and technology solutions for comprehensive portfolio and plan management.

Bryan Dern is a Series 65 licensed advisor at Savvy with one year of industry experience. His background includes roles at Maia Wealth, Mana Financial Group, Tosaf, Inc., and prior positions in various non-financial firms. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm customizes investment plans based on client objectives and uses a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing.

David Millington is a CFP® professional affiliated with Gladstone Wealth Partners in Schaumburg, IL, with 26 years of industry experience. His career includes 14 years at UBS Financial Services and five years at LPL Financial, LLC. Millington is involved in investment advisory services through an independent firm, Gladstone Institutional Advisory, LLC. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies for clients and uses third-party managers and technology for portfolio and retirement-account management.

Christopher Sagan is a CFP® designated financial advisor with 13 years of industry experience, currently affiliated with Gladstone Wealth Partners. He has previously worked at UBS Financial Services and has been with Gladstone Wealth Partners and LPL Financial since 2021. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies for clients and utilize third-party managers and technology to support portfolio management and qualified plan services.

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.