Grant Luebe is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cedar Rapids Bank & Trust and Heartland Investment Associates. Outside of his advisory role, he serves on the board of the Birkey Investment Fund, participates on finance committees for Wellington Heights Community Church and Heritage Area Agency, and is involved with Junior Achievement of Eastern Iowa. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies across various asset classes and offers both discretionary and non-discretionary management, with a notable emphasis on non-discretionary assets.

Liza Blundell is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Jefferies LLC since 2013. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad range of clients including individuals, trusts, estates, and corporations. The firm employs a customized, collaborative planning process supported by financial planning software and scenario analysis, focusing on comprehensive planning topics without offering security-specific investment recommendations.

Dov Robinson is a financial advisor at M Holdings Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at M Holdings Securities since 2017, previously spending a year at Kestra Financial Services and maintaining involvement with The Robinson Financial Group since 2005. Outside of his advisory work, he is a member of the YU Kollel Torah MiZion, where he provides strategic and programming advice, and serves on the board of Camp Moshava Wildrose, contributing to governance and fundraising efforts. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations, offering both advisory and brokerage services through a nationwide network of independent professionals. The firm provides a range of investment management programs, retirement plan consulting, and financial planning, utilizing platform providers and sub-advisory arrangements to support portfolio management and client service.

Liam Duffy is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 65 designation and three years of industry experience. His prior work includes roles at John B. Sanfilippo and Son, Lifetime Fitness, and Joe's Brewery. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.

Jeffrey Kochan is a CFP®-designated financial advisor with HighPoint Planning Partners, bringing 11 years of industry experience. His prior roles include positions at Parkland Securities LLC and Sequoia Premier Partners, where he serves as Vice-President. He is also involved with Strategic Tax Partners, a tax preparation and accounting business in Naperville, IL. HighPoint Planning Partners provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs a variety of investment strategies across multiple asset classes, utilizing both independent managers and custodial program solutions.

Charles Garrido is a financial advisor with A.G.P. / Alliance Global Partners in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at McDonald Partners LLC for seven years before joining A.G.P. in 2018. Garrido serves as president of the FAF Foundation, a nonprofit organization, and is Secretary of the Board and Chair of the Finance Committee for RAICES, a charitable organization focused on asylum and migrant advocacy. He is also working on authoring two books, one on growing up Cuban and another on financial strategies. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and other entities, providing portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and is known for combining advisory services with active brokerage and product distribution.

John Karavouzis is a CFP® with 14 years of industry experience, currently serving as a financial advisor at JMG Financial Group LTD. His prior experience includes roles at Highpoint Advisor Group, LLC and LPL Financial, LLC. He has been with JMG Financial Group since 2018. JMG Financial Group provides wealth management, portfolio management, and consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations, employing a planning-based, long-term investment approach that incorporates strategic asset allocation and diverse investment options.

Nicole Polanco is a CFP® professional with eight years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2015. She holds the Series 65 designation and is based in Chicago, IL. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis and a range of strategies such as direct indexing and tax-loss harvesting, while offering customized portfolio management and financial planning services.

Herman Tkach is a CFP® professional at Soltis Investment Advisors, LLC with 19 years of industry experience. His prior roles include positions at Mercer Global Advisors, U.S. Bancorp Investments, U.S. Bank, and TIAA-CREF. He serves on the board of his condominium association and is a board member and endowments committee member of the Jewish United Fund of Metropolitan Chicago’s Russian Speaking Jewish Division. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans, managing approximately $13 billion in assets. The firm employs a Modern Portfolio Theory-based approach that integrates quantitative screening and qualitative manager due diligence and emphasizes ongoing client communication through regular reviews and market commentary.

John Eberle is a financial advisor at Fourstar Wealth Advisors, LLC in Chicago, IL, with 25 years of industry experience. He has previously worked at Vivaldi Capital Management, Taiber Kosmala, and Fiduciary Financial Partners. Eberle holds Series 63 and Series 65 designations. Fourstar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals and institutional entities. The firm employs both fundamental and technical analysis to manage portfolios primarily on a discretionary basis and offers private fund management alongside broader wealth management services.

Willard Einspar is a CFP® professional with 32 years of industry experience, currently practicing at HighPoint Planning Partners. He has been affiliated with HighPoint Advisor Group, LLC and LPL Financial, LLC since 2016. Einspar holds Series 63 and Series 65 licenses and is based in Downers Grove, Illinois. HighPoint Advisor Group serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and operates a wrap-fee program, implementing client portfolios through fundamental analysis across a variety of asset types and utilizing multiple third-party and proprietary platforms.

David Donnelly is a financial advisor at SpiderRock Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at BlackRock Investments, LLC since 2024. Outside of his advisory role, he provides advice to the CEO of Trove, LLC, a company that offers loans to individuals. SpiderRock Advisors, LLC provides discretionary overlay and portfolio management services to institutional and wealth-management clients, utilizing a rules-based, systematic approach that combines quantitative and fundamental inputs. The firm is known for its expertise in listed derivatives and dynamic option overlays, serving a diverse client base including asset managers, family offices, and pension funds.

Benjamin Caruso is a financial advisor with LPL Financial and holds a Series 66 designation. He has 13 years of industry experience, with prior roles at Edward Jones, Bank of America, Merrill Lynch, MB Financial Bank, and Cetera. He is also involved with HighPoint Advisor Group, LLC, an independent registered investment advisor, where he provides investment advisory services. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory operations with insurance, lending, and other financial products.

Michael Bruno is a ChFC® with 42 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2022. His prior experience includes roles at Securities America Advisors and Invest Financial Corp. He is also president of MJB Financial Services, Inc., an insurance sales business. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services, offering both discretionary and non-discretionary asset management across a range of investment strategies.

Elana Feigenblatt is a financial advisor at CL Wealth Management LLC in Schaumburg, IL, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CL Wealth Management since 2013. She also maintains an affiliation with Cabot Lodge Securities LLC. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies using fundamental and technical analysis, custom model portfolios, and regular monitoring.

James Mcgovern is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has been with Lincoln Investment since 2012. In addition to his advisory role, he owns a fixed insurance sales business. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm employs discretionary and non-discretionary portfolio management strategies supported by an in-house Investment Management & Research team and offers a variety of advisory and model portfolio options.

Jonathan Hoenig is a Series 65 credentialed advisor at Quartz Partners Investment Management with one year of industry experience. He previously worked for Fox News Channel and Capitalistpig Hedge Fund LLC for ten years each and contributes to Fox Business Network in a non-investment broadcasting role. Outside of finance, he owns a parking space rental company in Chicago. Quartz Partners Investment Management serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management. The firm combines top-down macro analysis and bottom-up stock selection, offering discretionary portfolios monitored by an investment committee and delivering models via multiple platform arrangements.

Suman Sachdeva is a financial advisor at BFC Planning, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at BFC Planning since 2017, alongside roles at Securities Management and Research, Inc. and Broker Dealer Financial Services. He serves as treasurer for the Raj & Suman Sachdeva Foundation, a charity organization. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services using a range of platforms and strategies tailored by its advisors.

Azita Aminian is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 36 years of industry experience. She has been with Centennial Securities since 2011. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets. The firm serves individuals, trusts and estates, retirement plans, foundations, endowments, and business entities, offering discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs.

Daniel Nakano is a CFP® professional with 19 years of industry experience, currently serving at Curi Capital, LLC. He has previously worked at RMB Capital Management LLC and Morgan Stanley. Curi Capital serves a broad client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations, managing approximately $9.83 billion. The firm utilizes a long-term, fundamental investment approach combining in-house strategies with external managers and employs proprietary risk analysis tools to support its wealth management and retirement plan services.