Jose Hauad III is a financial advisor at IHT Wealth Management LLC with 21 years of industry experience. He holds a Series 66 designation and has been with IHT Wealth Management and LPL Financial since 2015. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection combined with quantitative tools and diversified model portfolios, and it offers a range of services including discretionary asset management and ERISA plan consulting.

Mitchell Prosk is a financial advisor at Crescent Grove Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with Crescent Grove Advisors since 2015. The firm serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory across discretionary and non-discretionary mandates. Crescent Grove manages approximately $5 billion in client assets and employs a customized investment process that combines long-term strategic allocations with tactical adjustments, supported by a dedicated investment committee.

Ethan Rosenbloom is a CFP® professional with eight years of experience in the financial services industry. He is a wealth advisor at Alera Investment Advisors, LLC, where he has worked since 2017. Prior to that, he held roles at Triad Advisors, Inc., Securian Financial Services Inc, and Discovery Group. Outside of his advisory work, Rosenbloom has also worked as a delivery driver for food delivery services. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutions. The firm uses a primarily long-term, fundamental-analysis approach with portfolios constructed from mutual funds, ETFs, individual equities, and fixed-income securities, serving as a fiduciary to its clients.

Thomas Fogerty is a CFP® and ChFC® with 33 years of experience in financial services. He has worked at BFC Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc. since 2019, and previously at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. from 2010 to 2019. Fogerty is also involved with TJF Retirement Strategies, providing financial planning and investment advisory services. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various advisory platforms, with investment strategies that include stocks, bonds, mutual funds, and ETFs.

Steven Mogul is a financial advisor at Arete Wealth Advisors, LLC with 29 years of industry experience. He previously worked at UBS Financial Services for 17 years and at Miramar Capital for 3 years. He serves on the board of the Ann & Robert H. Lurie Children’s Hospital Children’s Research Fund. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it employs third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Paul Wong is a CFP® professional with 29 years of experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 1997. He holds Series 63 and Series 65 licenses and acts as Treasurer and Committee Member of the Mission Related Investment Committee at Grace Church. Wong also provides cash flow analysis to clients and serves as a trustee to family trust accounts. 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 various asset classes and offers both discretionary and non-discretionary management, with a notable emphasis on non-discretionary assets.

John Berger is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LaSalle St. Investment Advisors since 2000 and has worked with La Salle St. Securities, Inc. since 1991. 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, offering both non-discretionary and discretionary asset management through a variety of investment strategies and third-party manager arrangements.

Kevin Tavas is a financial advisor at Silver Oak Securities, Incorporated with 25 years of industry experience. He holds a Series 66 credential and has worked at firms including Cetera, Bright Futures Wealth Management, and Lifetime Financial Group, where he continues to serve as an Investment Advisor and Equity Strategist. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers individualized portfolio management and unified managed account programs, delivering investment advice primarily on a discretionary basis tailored to client objectives and risk tolerances.

Robert Freeman is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds the Series 66 designation and has worked previously at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Freeman volunteers with the North Suburban Synagogue Beth El, supporting a men’s community group. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and provides model portfolios with ongoing monitoring and rebalancing, alongside technology and operational support for other advisers.

Ian Barr is a CFP®-designated financial advisor at Pure Financial Advisors, LLC with 18 years of industry experience. His prior roles include positions at Morgan Stanley and Fisher Investments. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using modern portfolio theory and offers comprehensive services including discretionary portfolio management, 401(k) consulting, and donor-advised fund solutions.

Michael Clark is a CFP® professional affiliated with M Holdings Securities, Inc., with 48 years of industry experience. He has worked at Jamieson Financial Services, LLC since 2011 and M Holdings Securities, Inc. since 2001, and has operated his own business, Clark & Ennen, since 1989. Clark serves as a member of the Finance Council at Our Lady of Peace Parish and is a volunteer member of the Diocesan Finance Council, advising on financial matters for the diocese. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients through a nationwide network of Investment Advisor Representatives and Member Firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and insurance-contract advisory services, utilizing multiple sponsored platforms and third-party managers.

Michele Hansen is a financial advisor at Latitude Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Latitude Advisors since 2021, previously spending six years at Starcom Worldwide. Hansen also maintains roles with Jeffrey Lasky Financial Services, LLC and GWN Securities Inc., and is a licensed life insurance producer. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Gigi Verrey is a financial advisor at Alera Investment Advisors, LLC with 33 years of industry experience. She holds the ChFC® and Series 63 designations. Her career includes roles at Securian Financial Services, Minnesota Life Insurance Company, Triad Advisors Inc., and Gcg Financial, Inc. Outside of her advisory work, she is the author of the book *Okay, So I Got Fat* and owns Very Smart Ideas, LLC, a website selling inventions and household gadgets, and she also participates in acting and sponsored social media advertising. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. 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, while also offering ERISA-focused services for retirement plans.

Tancuong Trandai is a Series 66 licensed advisor with 15 years of industry experience, currently practicing at CreativeOne Securities, LLC since 2026. He previously worked at Brokers International Financial Services for 13 years. In addition to his advisory role, Trandai serves as a project manager for Peapod Digital Labs, where he manages cross-functional teams and project delivery. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, employing fundamental and cyclical security analysis alongside proprietary asset allocation models.

Mitchell Ratnow is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Securian Financial Services, Inc. and Minnesota Life Insurance Company, where he worked for 27 years, as well as positions at Triad Advisors, Inc. and GCG Financial. Ratnow is also involved with GCG Financial, providing fixed business services including long-term care, property casualty, disability insurance, and group benefits. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and retirement plans. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios with a long-term focus, and provides comprehensive ERISA-related plan services to plan sponsors.

Jonathon Merickel is a CFP® with 22 years of industry experience, currently serving as an advisor at Savvy. His prior roles include positions at Savant Wealth Management, Pruco Securities, Prudential Insurance Company of America, and Fidelity Brokerage Services. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm combines primarily index-based, long-term strategies with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support customized client plans.

Sean Ford is a CFP® and CFA® with nine years of industry experience. He is currently with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2020, and also works with Streamline Financial Services. His prior experience includes roles at Benjamin F Edwards & Co and First Trust Portfolios. Outside of his advisory role, he is involved with Acre Trader 160, LLC / Ashton Farm Investor. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a range of portfolio management services. The firm employs both active and passive investment strategies across multiple asset classes and is notable for its predominance of non-discretionary assets and use of fee-sharing and co-advisor arrangements.

Stuart Lasky is a financial advisor at Latitude Advisors, LLC with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Latitude Advisors in 2015, he was associated with GWN Securities, Inc. Since 2013, he has also worked as a marketing assistant for Jeffrey Lasky Financial Services LLC and holds a life and health insurance producer license. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a blend of model-based and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with ongoing portfolio oversight.

Jeremy Joseph is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently with Simplicity Wealth and Protected Tomorrows, joining both firms in 2024. His prior experience includes roles at Savant Wealth Management, Huber Financial Advisors, TD Ameritrade, and Fidelity Brokerage Services. 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 approach using ETFs, mutual funds, and individual securities, offering model portfolios, third-party manager oversight, and a managed account platform with various customization and tax-related options.

Richard Wilkens is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Wilkens is also a partner at DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a certified public accounting firm where he provides accounting and business advisory services. 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 variety of investment strategies, including both passive and active approaches, and manages assets primarily on a non-discretionary basis.