John Harezlak is a financial advisor at Harbour Investments, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Harbour Investments since 2014, alongside running HAREZLAK Financial Group LLC since 2016. His other business activities include serving as an independent insurance agent specializing in equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies across various investment vehicles and offers model-based solutions through a subscription platform.

Katherine Clausen is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. She holds a Series 65 designation and has worked at Belpointe since 2021. Her prior experience includes roles at Three Pillars Wealth Management and Carolina Espinoza State Farm. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Jakob Patch is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at RW Baird and Alongi Santas Insurance, where he also operates as an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to create customized strategies, offering discretionary and non-discretionary portfolio management along with model-based solutions through a subscription platform.

Kimberly Niedfeldt is a financial advisor at Harbour Investments, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2020. In addition to her advisory role, Kimberly serves as a substitute teacher in multiple school districts in Illinois and is involved as a wellness brand partner promoting health supplements. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Terrell Gamble is a financial advisor at IAMS Wealth Management, LLC in Beloit, WI, holding a Series 65 designation with nine years of industry experience. He has operated Gamble Retirement Solutions since 2013, which includes insurance sales. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations, primarily through discretionary portfolio management tailored to client objectives and risk tolerances.

Keith Wicklund is a financial advisor at Harbour Investments, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at Harbour since 2019, previously associated with Cornerstone Wealth Management and LPL Financial. Outside of his advisory role, he serves as secretary and volunteer treasurer for Elev815, a community organization in Loves Park, IL. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm combines fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Jason Niccolai is a financial advisor at Belpointe Asset Management LLC and holds a Series 65 designation. He joined Belpointe and Three Pillars Wealth Management in 2025. Prior to his advisory roles, he worked at AMTEC Corporation for five years and SSI Technologies, Inc. for seven years. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a combination of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Joel Radakovitz is a CFP® with 40 years of industry experience, currently serving at Harbour Investments, Inc. since 1998. He has held roles at multiple firms including Exult Wealth LLC and Fiduciary Advisor Systems LLC. Outside of financial advising, he co-authored and co-owns copyrights to a novel unrelated to investments and has ownership interest in a golf course. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients, employing a mix of fundamental and technical analysis to create customized strategies across various investment vehicles.

Scott Mosher is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at The Leaders Group Inc, MML Investors Services, and Mass Mutual. Outside of his advisory role, Mosher coaches high school athletics and serves as a board member of the Monroe Chamber of Commerce. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management and financial planning with customized portfolios that utilize passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Chad Karl is a Certified Financial Planner (CFP®) with 29 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. He has a background with StoneX Securities Inc. dating back to 2014. Outside of his advisory role, Karl is involved in local community organizations, including serving as treasurer for Walworth County Law Enforcement Support Services and as a finance committee member for Southern Lakes Church. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a range of advisory models and third-party managers, offering clients tailored investment solutions supported by an integrated platform and affiliated entities within StoneX Group.

Tevin Gamble is a financial advisor at IAMS Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and Northwestern Mutual. Gamble is also involved in insurance sales through Gamble Wealth Management. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing both proprietary and third-party model portfolios across various asset classes.

Marissa Evers is a financial advisor at Associated Investment Services, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple firms, including Retirement Income Strategies and Uncommon Cents Investing. Associated Investment Services, Inc. provides advisory and brokerage services mainly to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating primarily on a non-discretionary basis with approximately $1.169 billion in regulatory assets under management as of year-end 2025.

Noah Trumpy is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Cornerstone Financial, Royal Services, and Pearl City Elevator, among other roles. Outside of financial advising, he is co-owner and general laborer of a lawn care business and serves as president of Generations Financial, Inc., a finance-related entity planned to begin producing revenue in 2026. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a blend of fundamental and technical analysis to create customized portfolio strategies and offers model-based solutions through a subscription platform.

Herbert Rosene is a financial advisor at Ausdal Financial Partners, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ausdal since 2009. In addition to his advisory role, he has operated the H.C. Rosene Agency since 1993 and performs as a magician in his free time. 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 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across a range of portfolio options.

William Sutherland is a financial advisor at Belpointe Asset Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Third Seven Capital, LLC and MassMutual Life Insurance Company. Outside of advising, he is involved in insurance sales as president of Three Pillars Risk Management and serves as a portfolio manager and marketing professional for the Anydrus Advantage ETF at Collaborative Fund Services LLC. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios with active, passive, tactical, and blended strategies tailored to client goals and risk tolerance.

Vincenzo Cimino is a CFP® with 34 years of experience in the financial industry. He has worked at LPL Financial for 30 years and operated Cimino Wealth Advisors, Inc. before joining Wealth Enhancement Advisory Services, LLC in 2018. He is involved in an investment-related LLC formed with bank board members to acquire and lease back a facility to a bank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized consulting services.

Nicole Cordonnier is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities for 10 years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

Eduardo Valdes is a financial advisor at TLG Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Bank of America, Merrill Lynch, and PNC Investments. Outside of his advisory role, he is also involved as a sole member of Strong Tower Advisors LLC and works as an Earned Value Analyst at Quest Global. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Their investment approach includes fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor client portfolios.

Maxwell Licary is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Securities America, Northwestern Mutual, and service in the Armed Forces. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and operational support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

David Licary is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He is co-owner of Strategic Wealth Management and has worked at several firms including Securities America Advisors and Cetera Advisor Networks. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance, while offering access to various discretionary model portfolios and customized investment solutions.