Ryan Birch is a CFP® with 24 years of industry experience. He joined Kingsview Wealth Management, LLC in 2025 after spending 23 years at Edward Jones. His other business activities include managing a rental property in Barrington, Illinois. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. It offers financial planning and asset management through a combination of in-house strategies, third-party managers, and alternative investments across various portfolio types.

Daniel Smyczynski is a CFP®-certified financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, and has 43 years of industry experience. He has been with Ausdal since 2009. Outside of his advisory role, he is also involved in the sale of insurance products. 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 serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory programs and brokerage services that include investment management, retirement planning, and insurance products.

Kelly Hene is a CFP® with 27 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2012. Her prior roles include positions at Morgan Stanley and Citigroup Global Markets. Outside of advisory work, she is involved in a fixed insurance business. 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 management programs, emphasizing a predominance of non-discretionary assets in its offerings.

Jeffrey Kinzler is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior work includes roles at Securities Service Network, Inc. and Northwestern Mutual Investment Management. Outside of his advisory work, he is involved in the sales and service of fixed life insurance and related products through his role with a retirement services group. LaSalle St. Investment Advisors provides 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, utilizing a diversified mix of mutual funds, ETFs, equities, fixed income, and options.

Steven Cook is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding a Series 66 credential with 10 years of industry experience. His prior work includes roles at Edward Jones and IPAVA State Bank. Cook is also involved with Fortress Insurance Services Inc. in a fixed insurance capacity. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a range of clients, including individuals, trusts, pension plans, and small businesses. The firm offers both non-discretionary and discretionary management programs, with a notable emphasis on non-discretionary assets under management.

Christopher Sacco is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 22 years of industry experience. He holds the ChFC® designation and has held roles at Comprehensive Asset Management & Servicing, Inc., Retirement Planning Specialists, Inc., and Securities America Advisors, Inc. Outside of his advisory role, he is also an insurance agent assisting with fixed and indexed annuities. LaSalle St. Investment Advisors provides 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 management, utilizing a range of asset classes and third-party managers, with a notable emphasis on non-discretionary asset management.

Gerri Michalski is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Michalski has worked at LaSalle St. Securities, L.L.C. since 1999. Outside of her advisory work, she is involved in travel planning as an outside sales agent for a travel agency. 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 managed programs, with a notable emphasis on non-discretionary asset management.

Eric Mesko is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 65 credentials and with 22 years of industry experience. His prior roles include positions at Triad Advisors, LPL Financial, and Waddell & Reed among others. Outside of his advisory work, he serves on the Board of Directors for Bartlett Learning Centers, a school for mentally challenged children. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction utilizing third-party managers and home office investment strategies.

Jaime Herrera is a financial advisor at Alera Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Securities LLC and B. Riley Wealth Management. Herrera currently serves as a senior investment service coordinator within the Alera Group. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management and ERISA-focused plan services, utilizing a combination of internal management, affiliate platforms, and independent managers with a long-term investment orientation.

Robert Widman Jr. is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LaSalle St. Investment Advisors since 2009 and has worked at the affiliated firm LaSalle St. Securities since 2003. LaSalle St. Investment Advisors provides 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 management approaches and oversees a notable asset mix favoring non-discretionary services.

Alex Schoenbrun is a financial advisor with Lifemark Securities Corp. and holds a Series 66 designation. He has 2 years of industry experience and has been with Lifemark Securities since 2013. In addition to his advisory role, he is also involved with Midwest Benefit Consultants, Ltd., where he works as an independent insurance agent and pension administrator, focusing on life, disability, long-term care, and group insurance, as well as fixed annuities and 401(k) profit-sharing plan design and servicing. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors. The firm offers customized investment solutions including Unified Managed Accounts, Separately Managed Accounts, and other portfolio management programs, with a suitability-driven approach and accounts managed on either a discretionary or non-discretionary basis.

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.

Joseph De Marco is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 65 designation and eight years of industry experience. He has worked at LaSalle St. Securities, LLC, and Forum Financial Management, LP, and is also a founder and owner of Elevate CPA Group, providing tax and accounting services. In addition, he is a partner at DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a tax and accounting firm. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs both discretionary and non-discretionary approaches, notably managing a predominance of non-discretionary assets through its LaSalle St. Asset Management Program (LAMP).

Robert Yarosz is a ChFC® credentialed financial advisor with 36 years of industry experience, currently affiliated with World Equity Group, Inc. since 1997. Prior to and alongside his tenure at World Equity Group, he has also worked with World Lending Group and the Connecticut General Life Insurance Company. Outside of his advisory roles, he is involved in occasional sales of long-term care and life insurance products. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, and various institutional entities. The firm offers managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management, financial planning, and third-party money managers to implement asset allocation and investment strategies.

Edward Luebe is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and 65 licenses and bringing 38 years of industry experience. He has worked at LaSalle St. Securities LLC since 2015 and Heartland Investment Associates, Inc. since 1990. Outside of his advisory role, he is involved in a fixed insurance business. 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, managing a significant proportion of assets on a non-discretionary basis.

Mary Heil is a Series 65-licensed financial advisor at Simplicity Wealth with seven years of industry experience. She has worked at Simplicity Wealth and Protected Tomorrows, where she also serves as a corporate operations manager. Additionally, she holds a Notary Public commission. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a range of advisory and operational services including a managed account platform and third-party model manager oversight.

Cameron Crone is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with five years of industry experience. He holds a Series 66 designation and has worked at LaSalle St. Investment Advisors since 2022. Outside of his advisory role, he is involved with Troy Chesnut & Associates, assisting clients with accounting services and tax preparation. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a mix of asset-allocation models, mutual funds, ETFs, equities, fixed income, and options.

Karoline O'Connor is a financial advisor with Gladstone Wealth Partners in Schaumburg, IL, holding Series 63 and Series 65 credentials and nearly three decades of industry experience. Her prior roles include 14 years at UBS Financial Services and five years at LPL Financial. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of investment approaches and is notable for its integration of retirement plan services and institutional manager relationships.

Edward Meisenheimer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LaSalle St. Investment Advisors since 2011. Outside of his advisory work, he oversees medical insurance for missionaries through GOMISSIONTRIP.COM and is the founder of 59ANDAHALF.COM, a marketing venture targeting individuals aged 59.5 and advisors. 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 managed programs utilizing a mix of asset classes and manager selection strategies.

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.