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.

Genevieve Mar is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 credentials and over 30 years of industry experience. She has been with Berthel Fisher since 2010 and also serves as a board member for CTG Holdings, an import/export business. Additionally, she participates in the financial steering committee of North Suburban Ev Free Church. Berthel Fisher & Company Financial Services provides investment advisory and financial planning mainly to individual and high-net-worth clients, managing approximately $906 million in client assets across a variety of advisory platforms and customized investment strategies.

Robert Janson is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Minnesota Life Insurance Company and Ascend Financial Services, both for 20 years, as well as positions at GCG Financial, Triad Advisors, and OSAIC. 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 retirement plans. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on long-term fundamental analysis across mutual funds, ETFs, equities, and fixed income.

Richard London is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. He has previously worked at Securities America Advisors, Securities America Inc, and Cooper McManus. Outside of his advisory role, he is involved in insurance sales and manages a family trust through an LLC structure. 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, including both passive and active approaches, and manages a larger portion of assets on a non-discretionary basis.

Ruth Goran is a financial advisor with Avantax Planning Partners, Inc. in Skokie, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Avantax Planning Partners since 2001 and maintains a CPA tax practice serving closely held companies and their owners. Outside of her advisory role, she is president of Entertain2Educate, a company focused on developing educational scripts, and is actively involved in several nonprofit organizations in board and treasurer roles. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and centralized trading and reporting.

Timothy Brennan is a financial advisor at Merit Financial Advisors with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pinnacle Financial Group and Commonwealth Financial Network for 26 years. He is also a notary public. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach with customizable portfolio models overseen by an internal Investment Management team.

Christian Luna is a financial advisor at Maia Wealth with four years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Wealth Watch Advisors and Senior Solutions LLC. Luna has also served in the United States Naval Reserve. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm uses a variety of analytical approaches with a long-term focus and coordinates estate-planning and tax services through third-party specialists.

Allan Kaplan is a financial advisor with M Holdings Securities, Inc., holding the ChFC® designation and Series 63 license, and has 38 years of industry experience. He has worked at M Holdings Securities since 2001 and previously at New Century Planners and The Robinson Financial Group, Inc. Kaplan serves as a trustee for Lake Forest Academy, a private high school in Illinois. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and third-party managers.

Christopher Owens is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and has held previous roles at AE Wealth Management, Impact Partnership Wealth, and Station - M. Owens is also president of Owens Financial Group, LLC, where he is involved in insurance sales and client insurance and annuity plan reviews. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of about 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services for individuals, trusts, estates, and registered investment companies.

Constantine Quintas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the Thorndyke Group at Merrill in 2020 and brings over two decades of experience in the financial services industry. He specializes in constructing and managing personalized, goal-based portfolios for clients and business owners to help them achieve their essential and aspirational financial goals while meeting their responsibilities and priorities. Constantine's expertise includes investment management, retirement and college planning, home financing, securities lending, banking, estate planning, and wealth transfer strategies. He utilizes a team of professionals to support clients in these areas. His client focus encompasses college education planning, divorce transition planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds a Bachelor's degree from the University of Illinois and a Master of Business Administration (MBA) from DePaul University. Constantine has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is involved with the No Bats Baseball Club, a nonprofit organization dedicated to promoting charity and goodwill through baseball.

Levi Palomo is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Osaic Advisory Services, Arbor Point Advisors, Securities America, and TD Ameritrade. Outside of his advisory work, he is a financial planner with Pillar Financial Advisors, LLC. 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 offers both discretionary and non-discretionary investment management using a range of strategies and investment vehicles.

Mark Weil is a CFP® and Series 65-licensed advisor with nine years of industry experience. He is currently with Dynamic and has previously worked at Strategic Wealth Partners. Weil owns seats on the Chicago Mercantile Exchange, which he rents out. Dynamic serves a broad range of clients including individuals, trusts, estates, charitable organizations, pension plans, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers services such as portfolio management, financial planning, and sub-advisory support.

Andrew Pagoulatos is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, Illinois, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for 11 years before joining LaSalle St. in 2024. In addition to his advisory role, he is involved with LaSalle St. Insurance Services, which offers fixed insurance products. 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 both passive and active investment strategies across multiple asset classes and is notable for its predominance of non-discretionary asset management and use of solicitor and co-advisor arrangements with third-party managers.

Paul Wehner is a financial advisor at Arax Advisory Partners with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Kingswood Capital Partners, Schechter Investment Advisors, and Coe Capital Management, among others. Wehner is also involved in private equity investing through Schechter Private Capital. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individual, high-net-worth, family office, institutional, and retirement plan clients. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with a notable use of performance-based fees and carried interest for certain investors and private funds.

Jeffrey Birch is a financial advisor at Kingsview Wealth Management, LLC with a Series 65 credential and over 14 years of experience in the financial services industry. His prior roles include positions at American Express, Rain City Capital, and JPMorgan Chase, as well as running his own consulting firm, JBirch Consulting. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services combining advisor-led planning with model-based and separately managed strategies, including internally sponsored ETFs and access to third-party managers.

Joseph Supina is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, Illinois, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with LaSalle St. Investment Advisors and its affiliated broker-dealer since 2009. 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, managing a large proportion of assets on a non-discretionary basis and utilizing a diverse mix of mutual funds, ETFs, equities, fixed income, and options.

Blake Wohlwend is a financial advisor at Ritholtz Wealth Management in Chicago, holding a Series 65 credential. He has been in the industry since 2023, with prior experience at Ameriprise and Northwestern Mutual. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical strategies and alternative investments.

Bruce Vollrath is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. He has worked with LaSalle St. Securities, Inc. since 1996. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a variety of portfolio management services. The firm employs both passive and active investment strategies across multiple asset classes and manages a significant portion of assets on a non-discretionary basis.

Elizabeth Nanovic is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 11 years of industry experience. She holds the Series 66 designation and has been with LaSalle St. Securities since 2014. Outside of her advisory role, she volunteers teaching PRE-CANA classes for couples preparing for marriage through the Archdiocese of Chicago and serves as Vice President of the Saint Peter and Paul Home and School. 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 multiple asset classes using both active and passive approaches, with a notable focus on non-discretionary asset management.