Joseph Angileri is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Northern Trust Securities, Inc. in Lake Zurich, IL, where he has worked since 2007. His tenure at Northern Trust Securities spans his entire financial advisory career. Northern Trust Securities, Inc. is a multi-team SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management services primarily to high-net-worth individuals, retail investors, and institutional clients. The firm utilizes a model-driven approach with a variety of investment products, including proprietary Northern Trust funds, ETFs, and third-party offerings, delivered through a wrap fee program on the Fidelity Managed Account Xchange platform.

Todd Rollins is a CFP® with 18 years of industry experience, currently affiliated with World Equity Group, Inc. in Schaumburg, IL. He has previously worked at Summit Financial, LLC and Midway Wealth Partners, LLC. Outside of his advisory role, he is involved in managing personal service workers who assist his disabled brother through a home-based service program. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and other entities. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Daniel Stybr is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with LaSalle St. Investment Advisors since 2006 and previously operated Stybr & Associates, a tax preparation and registered investment advisory firm, since 1989. Outside of his advisory work, he is involved with DAKA Aviation, LLC, a Delaware LLC for aircraft and hangar operations. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs and manages a notable predominance of non-discretionary assets among large enterprise advisers.

Janet Redding is a financial advisor with Capital Analysts in Schaumburg, IL, holding a Series 66 designation and 21 years of industry experience. She has worked at Lincoln Investment Planning since 2013 and previously held positions at Legend Advisory, Oberweis Securities, and Ameritas Investment Company. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm employs both discretionary and non-discretionary investment management approaches and supports its services through a nationwide network of independent advisors and firm-managed programs.

Sean Hughes is a Series 66-licensed advisor with 12 years of industry experience. He is currently with Wealth Watch Advisors, Inc and has previously worked at FOUNDATIONS INVESTMENT ADVISORS, LLC and Hughes & Dern Financial Group. Outside of his advisory work, he is an independent insurance agent involved in Medicare, life, and annuity sales. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and financial institutions. The firm employs a mix of quantitative, qualitative, and technical methods, utilizing third-party model managers for portfolio management across a broad range of investment strategies.

Adam Tudor is a CFP® with seven years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. since 2020. Prior to that, he worked at Indiana Wesleyan University for four years. Outside of his advisory role, he is an at-large member of the Norwell Band Booster and acts as co-trustee of his mother’s trust account. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, including its LaSalle St. Asset Management Program (LAMP), and manages a diverse asset mix with a predominance of non-discretionary assets.

Brian Callaghan is a financial advisor at First Advisors National, LLC with four years of industry experience. He holds a Series 65 designation and has worked at CIH Consulting since 2022, focusing on commodities consulting and client services outside of investment activities. Prior to that, he held roles at MHT Business Development and Datrium. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support supplemental individual security recommendations.

Kevin Nix is a financial advisor at Stratos Wealth Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Stratos Wealth Partners, LPL Financial, and MSI Financial Services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to client goals.

Kathleen Carrico is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at La Salle St. Securities since 1992. In addition to her advisory role, she serves as Vice President and Trust Officer at Carrollton Bank and is a personal use consultant for Mary Kay Inc. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on non-discretionary asset management.

Travis Smyczynski is a CFP® certified financial advisor with 11 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2018 and previously worked at Axa Advisors, LLC. In addition to his advisory role, he is involved in independent insurance sales on a limited basis. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory services tailored to client objectives and uses multiple custodians while maintaining dual registration as both a registered investment adviser and a broker-dealer.

Pamela Davis is a financial advisor with Alera Investment Advisors, LLC, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. Her career includes roles at Securian Financial Services, Minnesota Life, and Triad Advisors, among others. She is also involved with GCG Financial, where she provides fixed business insurance products alongside her advisory work. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm employs a mix of internal and external managers focusing on mutual funds, ETFs, equities, and fixed income, and provides ERISA-focused services for retirement plans.

Robert Yastrow is a financial advisor at Alera Investment Advisors, LLC with a Series 66 designation and experience beginning in 2024. His prior roles include positions at Osaic Wealth, Ryan Specialty, and Northmoor Country Club, as well as work related to sports camps and educational institutions. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios with a focus on long-term fundamental analysis and offers a range of ERISA-related services for retirement plans.

Robert Janson is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at Minnesota Life Insurance Company, Ascend Financial Services, GCG Financial, Triad Advisors, and currently OSAIC, in addition to his ongoing tenure with Alera Investment Advisors since 2018. Outside of finance, he co-owns a jewelry sale and design business with his wife and assists with her interior and exterior design business. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analytical investment approach while offering integrated insurance and pension-consulting capabilities.

Mary Deutsch is a financial advisor at Gibbs Wealth Management, LLC, holding a Series 65 license with one year of industry experience. She is also the owner and insurance agent of MTD Financial, Inc., and serves as president of Tess Marketing, Inc., a business marketing services company. Additionally, she is a managing member of Eight 22 Alpha, LLC, a real estate investment venture. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and strategists. The firm employs a mix of analytical approaches to guide asset allocations and emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

David Taylor III is a financial advisor at Arete Wealth Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at firms including Wells Fargo Clearing Services, LLC and Practice Management Consultants, LLC. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory, utilizing a combination of advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.

Richard London is a CFP® professional with 20 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has held positions at multiple firms, including Securities America Advisors and Cooper McManus. Outside of his advisory work, he is involved in insurance sales as a financial advisor. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable focus on non-discretionary asset management.

John Kinsella is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with IHT Wealth Management and LPL Financial since 2015. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Jeannette Adcock is a financial advisor at Thurston Springer Advisors with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at David A. Noyes & Company, Wayne Hummer Investments, Wells Fargo Clearing, and Prudential Equity Group. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, using a mix of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

William Karstenson Jr. is a financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ausdal since 2010 and has operated Karstenson Financial Services since 1997. Outside of his advisory work, Karstenson serves as a permanent deacon for the Archdiocese of Chicago, performing liturgical and ministerial duties. 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 a range of discretionary and non-discretionary investment strategies across various asset classes.

Timothy Brennan is a financial advisor with Merit Financial Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes 26 years at Pinnacle Financial Group and Commonwealth Financial Network. Outside of advisory work, he serves as a notary public. Merit Financial Group is a multi-team SEC-registered firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm uses a long-term, diversified investment approach overseen by an internal team and investment committee, and offers both discretionary and non-discretionary account management through a network of investment adviser representatives.