David Millington is a financial advisor with Gladstone Wealth Partners in Schaumburg, IL, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including 14 years at UBS Financial Services and five years at LPL Financial. Outside his advisory roles, he is involved with Jigsaw National LLC, a non-investment related business entity. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches ranging from individual securities to tax-managed strategies and alternative investments.

Caedmon Meisenheimer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Investment Advisors since 2022. Outside of his advisory role, he is involved with 310 Wealth Planning, LLC, providing financial planning and marketing services, and Go Mission Trip, LLC, which assists ministries and missionaries with insurance and related services. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, and charitable organizations. The firm provides both non-discretionary and discretionary management programs and is noted for a predominance of non-discretionary assets under management.

Prakash Moktan is a financial advisor at World Equity Group, Inc. with 25 years of industry experience. He has been with World Equity Group since 2006 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is the owner and agent of a term life insurance business. World Equity Group provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Peter Kearney is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Northwestern Mutual Life and Securities Service Network, Inc. Outside of his advisory role, he refers group health insurance leads to another agent through a non-investment related activity. LaSalle St. Investment Advisors provides personalized, 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 management programs, emphasizing a predominance of non-discretionary assets, and utilizes a range of investment vehicles along with third-party manager oversight.

John Wyngaard is a financial advisor with CL Wealth Management LLC in Madison, WI, holding Series 63 and Series 65 designations and with 29 years of industry experience. He has worked at CL Wealth Management since 2011 and has been with Cabot Lodge Securities LLC since 2013. Outside of advisory work, he is involved in independent insurance sales through his own business, Bridgepoint Investments 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 provides portfolio advisory services, financial planning, consulting, and client education, using a combination of fundamental and technical analysis tailored to each client’s objectives and risk tolerance.

Duane Stevens is a financial advisor at Alera Investment Advisors, LLC with over 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at firms including Triad Advisors, Inc., Minnesota Life, and Securian Financial Services. Stevens is also involved with GCG Financial, where he provides fixed business products such as long-term care and disability insurance. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a combination of internal management, affiliate platforms, and independent managers, focusing on diversified portfolios with a long-term investment approach and provides comprehensive ERISA-related services for retirement plans.

John Rowoldt is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. His prior work includes roles at firms such as Voya Financial Advisors, Robinhood Financial, U.S. Bancorp Investments, Bank of America, and Merrill. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and planning services, with a notable emphasis on international investing and management of pooled-vehicle accounts.

Christopher Sagan is a CFP® professional with 13 years of industry experience. He is affiliated with Gladstone Wealth Partners in Schaumburg, IL, where he has worked since 2021. His prior experience includes positions at UBS Financial Services. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with investment approaches tailored at the advisor level.

Nicholas Kochanski is a financial advisor at Crescent Grove Advisors with 23 years of industry experience. He holds a Series 66 designation and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors provides integrated wealth management, family office, and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, family offices, and institutional clients. The firm offers financial planning, trust and estate planning, tax and insurance consulting, and discretionary portfolio management across a range of investment types, following a client-specific investment policy statement and an asset-allocation framework overseen by an investment committee.

James Steinbrenner is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and with 36 years of industry experience. His prior work includes roles at Saxony Securities and National Planning Corporation. Outside of his advisory work, he serves as a director of Heartland Organization Ltd., where he assists with seminars and refers individuals to attorneys for estate planning. LaSalle St. Investment Advisors provides personalized, 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, manages third-party managers, and utilizes a predominance of non-discretionary assets in its multi-team advisory approach.

Brian Lee is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and The Prudential Insurance Company of America. Lee is also a full-time sales agent at Western & Southern Life. 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’s investment process emphasizes selecting and monitoring third-party money managers, with supplemental recommendations of individual securities based on fundamental analysis.

Benjamin Feltes is a CFP® with nine years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. since 2019. His prior work includes roles at Heartland Investment Associates and LaSalle St. Securities, LLC, as well as at Hyvee Corp. He is a board member of Journey Sports, Inc. and co-owner of Fortress Co. LLC. 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 the non-discretionary LaSalle St. Asset Management Program (LAMP) and managed programs utilizing asset-allocation models, third-party manager selection, and a range of investment vehicles.

Foster Manierre is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior roles include positions at Morningstar, RBC Capital Markets, Bank of America, and Merrill. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base including individuals, trusts, estates, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary management programs, employing asset-allocation models and a mix of mutual funds, ETFs, equities, fixed income, and options.

Patrick Wagner is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has six years of industry experience. Outside of his advisory role, he is the owner of KT Colors, a custom framing and art supply retail store. 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 and manages a significant portion of assets on a non-discretionary basis.

John Stitt Jr. is a financial advisor at World Equity Group, Inc. with 34 years of industry experience. He holds a Series 63 designation and has been with World Equity Group since 2002. In addition to his advisory work, he operates an independent insurance agency focused on business group health, dental, life, long-term care, and disability insurance. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and corporations. The firm offers managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management, financial planning, and third-party money managers.

Scott Uebelhoer is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and 17 years of industry experience. His prior roles include positions at Securities America Advisors, Invest Financial Corporation, and Guardian Life. Outside of his advisory work, he is involved in insurance sales focusing on life and disability products and manages a holding company related to an outside business activity. 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, with a notable focus on non-discretionary asset management, employing asset-allocation models and a diversified mix of investment vehicles.

Kyle Holben is a financial advisor at Alera Investment Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Triad Advisors, New York Life Insurance Company, and Nylife Securities LLC. Outside of finance, he is a co-owner of an automotive detailing business. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension-consulting platforms in its advisory services.

Andrew Palomo is a CFP® with 17 years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. He has held positions at several firms including Arbor Point Advisors, Osaic Advisory Services, and LPL Financial. Palomo serves as a board member at large for the American Legion Post 42 Charitable Foundation. LaSalle St. Investment Advisors provides personalized, 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, with a notable predominance of non-discretionary assets under management.

Robert Sweas is a CFP® professional with 17 years of industry experience. He is currently with Lifeworks Advisors, LLC and has previously worked at Arete Wealth Advisors, Ausdal Financial Partners, and operated his own firm, Sweas Financial Services, LLC. Outside of advising, he performs independent auditing services without compensation and is involved in life, health, and accident insurance sales on a commission basis. Lifeworks Advisors serves individuals, charitable organizations, trusts, retirement plans, and businesses with wealth management, financial planning, and portfolio management. The firm uses both planning-based and risk-based investment approaches, incorporates quantitative and fundamental analysis, and offers integrated tax and insurance services through affiliated entities.

Shaun Eck is a financial advisor with Realta Investment Advisors, Inc who holds a Series 66 designation and has 18 years of industry experience. His career includes roles at firms such as Merrill Lynch, Bank of America, and Kestra Private Wealth Services. He is also the owner of Quantas Group, LLC, a marketing and advisory business focused on transactional services and tax benefits related to life insurance products. Realta Investment Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and institutional clients. The firm utilizes a range of strategies including asset allocation across various investment vehicles and offers both discretionary and non-discretionary portfolio management.