William Utes is the sole advisor at UTES Wealth Strategies in Antioch, IL, holding Series 63 and Series 65 credentials with 56 years of industry experience. He has been managing his own advisory business since 2019 and has worked with Securities America Advisors, Inc. since 2007. In addition to investment advising, he occasionally offers insurance reviews to clients through approved vendors. UTES Wealth Strategies provides discretionary portfolio management and financial planning to individuals, families, retirement plans, trusts, charitable organizations, and other entities. The firm uses a combination of strategic and tactical asset allocation with selected outside money managers and offers educational newsletters and seminars to clients.

Trevor Johnson is the sole advisor at Dream Weaver Financial Planning LLC, an independent registered investment adviser based in Richmond, Illinois. He holds a Series 65 credential and has two years of industry experience, including five years at Discover Financial Services and five years at I Am! I Can!. Dream Weaver Financial Planning serves individual and high-net-worth clients with discretionary asset management, full financial planning, and consulting engagements. The firm uses fundamental analysis and Modern Portfolio Theory to create customized portfolios and manages accounts on a discretionary basis with quarterly reviews.

James Kramer is a Series 65-licensed financial advisor with 16 years of industry experience. He is the sole advisor at Kramer Investment Services, LLC and has been self-employed since 2013. Kramer also owns and operates Kramer Investment and Insurance Services, Inc., where he spends a significant portion of his time as an insurance agent. Kramer Investment Services, LLC provides discretionary investment management, financial planning, and liaison services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses fundamental, technical, and cyclical analysis to construct and monitor portfolios and is notable for its use of derivatives and futures within separately managed accounts, as well as for serving a large client base without a firm account minimum.

Shawn Block is a financial advisor at Briggs Financial Inc. with six years of industry experience and holds a Series 65 designation. Outside of finance, he has worked as a performer and emcee for Medieval Times since 2007, where his duties include acting, performing, media, marketing, and special events. Briggs Financial serves individual and high-net-worth clients with discretionary investment management, ongoing financial planning, and in-house tax preparation. The firm employs a fundamental, long-term investment approach and does not charge performance-based fees or accept commissions tied to capital gains.

Timothy Spyrnal is a financial advisor with Spyrnal Financial Group in Neenah, WI, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at Spyrnal Wealth Management, Spyrnal & Associates, and Global Financial Private Capital. Outside of advisory services, he is an independent insurance agent involved with Spyrnal Insurance, LLC. Spyrnal Wealth Management serves individual and high-net-worth clients by providing investment management, comprehensive financial planning, and referrals to third-party money managers. The firm employs a client-specific investment approach combining discretionary management, model portfolios, and outside managers, while also integrating insurance services through affiliated agencies.

Amy Barrett is a CFP® and CFA® with 18 years of experience in financial advising. She has been with Barrett Wealth Connection LLC since 2012. Outside of her advisory role, she volunteers as a pro-bono investment manager for Congregation Am Echod and serves on the board of the Illinois and Dressage Combined Training Association. Barrett Wealth Connection LLC provides wealth management, financial planning, and retirement-plan advisory services to individual clients, including high-net-worth households, as well as pension plans, foundations, and not-for-profit organizations. The firm emphasizes written Investment Policy Statements and a discretionary, buy-and-hold investment approach, and offers educational seminars at no charge as part of its client and participant outreach.

Victoria Dorgan is a CFP® and CFA® with 21 years of industry experience. She has been with Barrett Wealth Connection LLC since 2017 and has prior experience working with firms such as Raymond James Financial Services and Keating Financial Advisory Services. Outside of her advisory role, she is active as a professional speaker on general financial education topics and volunteers with organizations including the Women's Literacy Society, the Women's Board of the Ravinia Festival Association, and Rotary Chicago Financial District. Barrett Wealth Connection LLC serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, foundations, and not-for-profit organizations. The firm offers wealth management, ongoing financial planning, and retirement-plan advisory services, with an investment approach centered on discretionary, buy-and-hold strategies guided by fundamental analysis and diversification.

Steven Briggs is a financial advisor at Briggs Financial Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at Waddell & Reed and Wizards of the Coast prior to founding his own practice. Briggs Financial serves individual and high-net-worth clients by providing discretionary investment management, ongoing financial planning, and in-house tax preparation. The firm manages approximately $52 million in assets and focuses on fundamental analysis with a long-term investment approach.

Joshua Da More is a financial advisor with Strive Financial Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Wellington Wealth Strategies LLC, TrustWealth Strategies, MML Investors Services, Mass Mutual Life Insurance Company, and Assurance Technologies, Inc. He is also licensed as an insurance agent and engages in fixed insurance sales. Strive Financial Group, LLC is a registered investment adviser serving individual and high-net-worth clients, as well as qualified retirement plans, with discretionary asset management, financial planning, and ERISA retirement-plan services. The firm employs both quantitative and qualitative analysis across a range of strategies, including long-term allocations, trading, options, and alternative investments, with regular portfolio monitoring and rebalancing.

Loren Cook is a financial advisor with Geneva Partners, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Geneva Partners since 2016. Outside of his advisory role, he operates a CPA firm, providing individual tax preparation services. Geneva Partners manages approximately $423.6 million for about 550 clients, offering discretionary investment supervisory services and portfolio management to individuals, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis to implement tailored long- and short-term strategies and maintains an affiliation with an outside accounting practice that supports some clients' tax and accounting needs.

Mark McCurry is a CFP® with 42 years of industry experience, currently serving at Geneva Partners, LLC since 2016. He operates a sole proprietorship focused on insurance sales and service and has served as treasurer of Abingdon United Methodist Church since 1991. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients, providing discretionary investment supervisory services and individualized portfolio management to a diverse client base including individuals, charitable organizations, and retirement plans. The firm tailors investment policies through client interviews and employs both fundamental and technical analysis in managing portfolios.

Thomas Rowe is a financial advisor with Geneva Partners, LLC who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Geneva Partners since 2017 and previously held positions at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. Additionally, he operates an insurance agency and tax preparation business as a sole proprietor. Geneva Partners provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance, and offers continuous account monitoring.

Dean Schwefel is a financial advisor at Geneva Partners, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Geneva Partners since 2016, following a one-year tenure at Old Republic International. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to individual clients, high-net-worth individuals, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis, employing both long- and short-term strategies tailored to clients’ objectives, risk tolerance, and time horizon.

Scott Farrow is a financial advisor at Geneva Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Geneva Partners since 2016. Farrow is also the owner of Farrow & Associates, a CPA firm where he provides accounting services. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients, including individual investors, charitable organizations, and retirement plans. The firm uses both fundamental and technical analysis to implement discretionary investment strategies tailored to client needs.

Cary Kornick is a financial advisor at Journey Advisory Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Herr Investment Group LLC and Monere Investments, Inc. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with strategic asset allocation and uses a variety of analysis methods and instruments, managing approximately $1.47 billion in assets.

Valerie Lamp is a financial advisor with Geneva Partners, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Geneva Partners since 2010. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients. The firm offers discretionary investment supervisory services and individual portfolio management for a range of clients, including individual investors, charitable organizations, and retirement plans.

Steven Schwefel is a financial advisor at Geneva Partners, LLC with 43 years of industry experience. He has been with Geneva Partners since 2010. Schwefel holds Series 63 and Series 65 licenses. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients, including individual, charitable, and retirement plan accounts. The firm provides discretionary investment supervisory services and individual portfolio management, using both fundamental and technical analysis to implement tailored long- and short-term strategies.

Jordan Bradford is a CFP®-designated financial advisor with 11 years of industry experience, currently with Harbour Investments, Inc. He has held roles at Money Concepts Capital Corp., The Tranel Financial Group, Burkholder Wealth Management, and 818 Capital Group. Outside of his advisory work, he is also 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 investment management and advisory services utilizing various approaches tailored by individual advisors and approved third-party managers.

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.

Suzuanne Foster is a CFP® and holds a Series 66 license with 22 years of industry experience. She has worked at OneAscent Financial Services LLC since 2021 and previously spent 16 years at Ameriprise Financial Services, Inc. Foster serves as an election poll worker in her community. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers customized asset management, financial planning, and consulting services through advisor teams and utilizes various model-based and overlay management platforms.