Kimberly Woodsum is a financial advisor at Simplicity Wealth with two years of industry experience. She holds a Series 65 designation and previously worked at Ehlert Financial Group, Inc. from 2022 to 2024. Outside of her advisory role, she also presents and sells life insurance to clients when appropriate. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and other financial firms. The firm uses a fund-of-funds investment approach primarily with ETFs and mutual funds, offering model portfolios that are actively monitored and rebalanced, alongside advisory and technology services for other advisers.

John Sciaccotta is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Forum Financial Management, LP. In addition to his advisory role, he is the managing partner of DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a CPA firm. LaSalle St. Investment Advisors offers personalized, fee-based 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 management programs, including third-party manager selection and monitoring.

Adam Sarno is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Bank of America. He also mentors college students who are members of Beta Theta Pi at Butler University. 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 management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Vivian Ding is a financial advisor at Coppell Advisory Solutions LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Coppell Advisory Solutions in 2026, she held positions at Allianz Life Insurance Company of North America, Lilly Financial, and Combined Insurance. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture platform with internally developed and independently managed asset allocation models, employing a broad range of investment tools and continuous portfolio monitoring.

Blake Macke is a financial advisor at Waverly Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at StrategIQ Financial Group, LLC and Centier Bank. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

Michael Markowitz is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior experience includes roles at PPM America, Inc. and UBS Asset Management (US) Inc. He has worked at Advisory Services Network since 2021. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing a variety of securities and third-party managers while accommodating flexible engagement types.

Brian Collins is a CFA® charterholder with four years of industry experience. He is currently with HUB Investment Partners, LLC and previously worked at Harbor Capital Advisors, Inc. He has also operated an independent consulting practice. HUB Investment Partners serves a diverse client base including institutional, municipal, and individual investors. The firm employs a blend of active and passive strategies across various asset classes and offers specialized services for banking and thrift clients, with an emphasis on both discretionary and non-discretionary portfolio management.

Christopher Sexton is a financial advisor with American Century Investments Private Client Group, Inc., holding the Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior work includes roles at First Analysis Securities Corporation and E*TRADE Securities LLC. He currently serves with the Illinois High School Association in addition to his advisory work. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services primarily to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios called American Century Strategies, focusing on strategic asset allocation and predominantly investing clients in proprietary mutual funds and ETFs.

Michael Page is a financial advisor at Prospera Financial Services, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prospera since 2019. His prior experience includes tenures at Wells Fargo Financial Network, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory role, he is involved in purchasing rental property for his son. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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.

Arnoldo Garza is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He previously held engineering roles at Navistar, Inc., where he worked for over 26 years, including as an engineering manager. Garza is also involved in insurance marketing and sales through affiliated entities and other insurance firms. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach utilizing proprietary research and offers model-based portfolio management with integrated trading and operations infrastructure.

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.

Shannon Cooper is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. She has five years of industry experience and has worked with Vanderbilt since 2021. In addition to her advisory role, she is also licensed as an insurance agent, involved in life insurance and annuity sales. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process combining fundamental, technical, and charting analysis, and is notable for its formal integration with retirement-plan and benefits firms, supporting advisory, pension consulting, and plan administration services.

Kathleen Oconnor is a financial advisor with RMR Wealth Builders, Inc. in Geneva, IL, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. Her prior roles include positions at Clearwater Capital Partners, Bank of America, Merrill, LPL Financial, HPL&S, and Plexus Financial Services. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individual, retirement plan, and institutional clients. The firm offers a range of services including portfolio management, financial planning, retirement plan fiduciary support, and specialist advisory options such as annuity management and digital asset programs.

Dominic Messina is a financial advisor at Ascentis Independent Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including ORG Partners, WealthShield Partners, and J.P. Morgan Securities. Outside of his advisory role, he owns a custom furniture business. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm offers tailored investment advice through discretionary management, third-party managers, and a Private Direct Investments program focused on illiquid private funds.

Andrew Park is a financial advisor with Compound Planning, Inc. He holds a Series 65 designation and has eight years of industry experience. His prior roles include positions at Curi RMB Capital, LLC and Vennwell, LLC. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, turnkey asset management, sub-advisory programs, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process and integrates a range of strategies from low-cost ETFs to professional options, supported by technology-driven portfolio oversight.

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.

David Zoller is a financial advisor with Lifeworks Advisors, LLC in Elmhurst, IL, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at LaSalle St. Investment Advisors, LLC and LaSalle St. Securities, LLC, and has been involved with Streamline Financial Services and his own tax preparation and CPA practice, Zoller, Swanson and Company, since 2009. Outside of advisory work, he maintains a financial services blog, produces educational retirement content on YouTube, and serves on the board of a nonprofit organization. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management. The firm combines planning-based and risk-based investment approaches, employs model strategies using low-cost funds and third-party managers, and integrates tax and accounting services through affiliated entities to support coordinated financial planning.

Joshua Cannata is a financial advisor at Arkadios Wealth Advisors with 9 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Arkadios in 2025, he worked at Commonwealth Financial Network for nine years and spent five years at Columbia College Chicago. Outside of advisory work, he is the owner of a vehicle holding company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through a variety of managed account solutions, combining fundamental, technical, and cyclical investment analysis.

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.