Garrett Mills is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St Securities since 2016, following roles at Concorde Asset Management, LLC and B. Riley Wealth Advisors, Inc. Outside of his work at LSIA, Mills serves as Senior Vice President at Harvest Financial Group LLC, where he provides financial planning and is licensed for life, health, and accident insurance. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs and is notable for managing a larger proportion of assets on a non-discretionary basis compared to many large advisory firms.

James Baldwin is a CFA® charterholder with 22 years of industry experience. He has been associated with LaSalle St. Securities, L.L.C. since 1999. Baldwin is involved in managing a family LLC that allocates inherited capital and real estate. LaSalle St. Investment Advisors provides personalized 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, emphasizing a predominance of non-discretionary assets under management.

Eric Fields is a financial advisor with Nfsg Corporation and holds the Series 63 and Series 65 designations. He has 32 years of industry experience, including prior roles at NewBridge Securities Corporation, Chicago Investment Group, Ameriprise Advisor Services, and Choreo, LLC. Outside of finance, he is involved with H&B Fields Inc., a company engaged in product distribution and delivery. Nfsg Corporation serves a diverse client base that includes individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, financial planning, and access to third-party asset managers, utilizing a range of investment instruments and internal research support.

Jeffrey Lasky is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 designations and over 41 years of industry experience. He has worked at Latitude Advisors since 2009 and previously held positions at Medallion Advisory Services, Genworth Financial Planning Corporation, and Cetera. In addition to his advisory role, he is an independent insurance agent focusing on fixed and health insurance and owns a related financial services holding company. Latitude Advisors serves individuals, high-net-worth clients, and a variety of institutional and corporate clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm employs valuation-driven and momentum-based multi-asset model strategies, often managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Todd Morgan is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, Illinois. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with La Salle St. Securities, Inc. since 1997. 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, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable predominance of non-discretionary assets under management.

Brent Novoselsky is a financial advisor at Alera Investment Advisors, LLC with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at OSAIC, Triad Advisors, GCG Financial, and Securian Financial Services. Outside of his advisory work, he serves as co-chair of the scholarship program for Bnai Brith Sports Lodge, participates as vice president of the former NFL Players Association Chicago chapter, and acts as an ambassador for American Football in Israel. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, businesses, and institutions. The firm employs a long-term investment approach using internal management, affiliate platforms, and independent managers, while offering ERISA-focused services for retirement plans.

Sanders Dargan is a financial advisor at Crescent Grove Advisors with eight years of experience in the industry. He holds a Series 65 designation and previously worked at Rappaport Reiches Capital Management and Chalet Landscaping, Nursery & Garden Center. 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’s approach includes financial planning, trust and estate planning, tax and insurance consulting, and discretionary portfolio management with a focus on client-specific investment policy statements and an asset-allocation framework overseen by an investment committee.

Caitlyn Karl is a Series 66-licensed financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, Illinois, bringing nine years of industry experience. She previously worked at Merrill from 2016 to 2021 before joining LaSalle St. Investment Advisors and LaSalle St. Securities in 2021. LaSalle St. Investment Advisors offers 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 provides both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

James Coshun is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 36 years of industry experience. He has worked with LaSalle St. Securities, LLC since 2001. His professional credentials include Series 63 and Series 65 licenses. Outside of advising, he is involved in activities related to fixed annuities, life insurance, and long-term care insurance. LaSalle St. Investment Advisors provides 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 management programs and incorporates a mix of asset types, third-party manager oversight, and various advisory arrangements.

Kimberly Spence is a CFA® charterholder with nine years of industry experience. She is currently an advisor at Merit Financial Advisors and has previously worked at Savant Wealth Management and Huber Financial Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation managed through a combination of centrally managed model portfolios and third-party managers, offering both discretionary and non-discretionary account arrangements.

Daniel Schlesser Jr. is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with one year of industry experience. He holds a Series 66 designation and previously worked at SageSure and Accenture. Outside of advising, he is involved with LaSalle St. Services, LLC, providing bookkeeping and accounting for commercial properties. LaSalle St. Investment Advisors offers personalized financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Douglas Swanson is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with eight years of industry experience. He holds a Series 65 designation and has been associated with Zoller, Swanson & Co since 2007. Outside of his advisory work, Swanson is involved in tax preparation services and operates a financial coaching business focused on prioritizing financial goals. LaSalle St. Investment Advisors provides 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 emphasis on non-discretionary asset management.

Monica Campbell is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds a Series 66 designation and has three years of industry experience. Her prior work includes roles at Securities America, Inc. and Dealer eProcess. 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, with a notable predominance of non-discretionary asset management.

John Fisher is a financial advisor with Alera Investment Advisors, LLC, holding the CFP® and Series 66 designations and bringing 15 years of industry experience. His career includes roles at OSAIC, Triad Advisors, Minnesota Life Insurance Company, and Securian Financial Services. He is also involved with GCG Financial, providing fixed insurance products to clients. 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 uses a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term approach.

Melin Gonzalez is a financial advisor at Capital Analysts with eight years of industry experience. She holds the Series 66 designation and has previously worked at Lincoln Investment and La Jefa LLC. Outside of her advisory role, she volunteers at a fitness center owned by her husband, assisting with marketing and digital media. Capital Analysts serves retail and institutional clients, including high-net-worth investors and charitable organizations, offering portfolio management, custom model portfolios, and retirement plan advice through a network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment approaches supported by an in-house research team and maintains institutional relationships to enhance its service offerings.

Kenneth Loebel is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Madison Avenue Securities since 2013. Outside of his advisory role, he serves as an adjunct faculty instructor at Judson University and is also active as a musician, performing as a keyboardist. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of services including pension consulting and college-savings assistance. The firm manages approximately $2.0 billion for nearly 14,000 clients and employs a variety of portfolio management strategies through multiple platforms and third-party manager relationships.

Lawrence Grill is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Securities America Advisors and Securities America, Inc., as well as longstanding positions at Parke Avenue Service Corporation and First Federal Savings Bank. He is also active as an insurance sales agent. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm manages assets through both non-discretionary and discretionary programs, emphasizing a predominance of non-discretionary management, and provides services such as third-party manager selection and qualified plan consulting.

David Bossov is a financial advisor at Quartz Partners Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Wells Fargo Clearing Services, and Fifth Third Bank. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries through model-based investment management, combining top-down macro analysis with bottom-up stock selection across distinct portfolio series. The firm manages accounts on a discretionary basis and delivers models via multiple channels, supported by ongoing committee oversight.

Bruce Berman is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at multiple firms including Cetera Advisors LLC, Bright Futures Wealth Management, LLC, and has been associated with Lifetime Financial Group since 1997. Outside of his advisory work, he is involved with Lifetime Financial Group, an independent financial professional business. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a primarily discretionary investment management approach tailored to client objectives and risk tolerances.

Matthew Reinhardt is a CFA® charterholder affiliated with Merit Financial Advisors and has one year of industry experience. His prior roles include positions at Biggs Mansion and CIBC Private Wealth, as well as experience with DePaul University Athletics. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach supported by an internal investment management team and offers a range of account arrangements and financial-wellness programs.