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.

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.

Michael Dancey is an advisor at KCD Financial, Inc. with two years of industry experience. He holds Series 65 and Series 63 designations and has been involved with Walsh Trading, Inc. and Walsh Asset Management since 2010. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors and approximately $202 million in regulatory assets under management. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment strategies and third-party manager platforms.

Gail Kaczmarowski is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with three years of industry experience. She holds the Series 66 designation and has previous work experience at M-G Financial, Inc. and PricewaterhouseCoopers. Kaczmarowski also operates Kaczmarowski & Haas Accounting Group LTD, providing tax preparation, advisory, and accounting services. Berthel, Fisher & Company Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a network of independent investment adviser representatives. The firm delivers advice via multiple platforms and models tailored to client needs, including discretionary and non-discretionary management and third-party money manager arrangements.

James Steinbrenner is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Saxony Securities and Steinbrenner Financial Group. Outside of his advisory role, he serves as a director for Heartland Organization Ltd., where he assists with seminars and estate planning referrals. 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 management programs, utilizing a range of investment vehicles and third-party manager oversight.

Benjamin Feltes is a CFP® professional with nine years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2019. His prior work includes roles at Heartland Investment Associates, LaSalle St. Securities, and Hyvee Corp. He also serves as a board member of Journey Sports, Inc. and is 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 plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, including the LaSalle St. Asset Management Program (LAMP), and manages approximately $3.9 billion in non-discretionary assets alongside discretionary portfolios.

Robert Geller is a financial advisor at Arete Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Securities America Advisors and Primerica. Outside of advisory roles, he also provides life insurance and annuities services through Personal Financial Strategies, Inc. Arete Wealth Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, pensions, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary model-based portfolio management and integrates affiliated financial businesses and product channels into its offerings.

Foster Manierre is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with seven years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles 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 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 assets under management.

Patrick Wagner is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 65 and Series 63 credentials and six years of industry experience. His work history includes roles at KT Colors, Devo Inc, VoltDb, Inc, and HPE Vertica. Outside of finance, he owns 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, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a diverse asset mix and third-party manager oversight.

Scott Uebelhoer is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 credential and has 17 years of industry experience. His prior roles include positions at Securities America Advisors and Invest Financial Corporation. Outside of advising, he is involved in insurance sales, focusing on life and disability insurance. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, and small businesses. The firm offers both non-discretionary and discretionary portfolio management programs and emphasizes a predominance of non-discretionary assets under management.

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 and is currently affiliated with LaSalle St. Investment Advisors, L.L.C. His prior roles include positions at Arbor Point Advisors, Osaic Advisory Services, and LPL Financial. He 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 a diverse client base, including individuals, trusts, estates, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

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.

Lee Nysted is a financial advisor with SeaCrest Wealth Management, LLC in Lake Bluff, IL, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with SeaCrest Wealth Management since 2015. Outside of finance, he operates an online music sales business. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach combining fundamental and technical analysis and utilizes both proprietary and third-party AI tools to support decision-making.

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 30 years of experience at La Salle St. Securities, Inc. He holds Series 63 and Series 65 licenses and has been with the firm since 1997. Wong serves as Treasurer and Committee Member of the Mission Related Investment Committee at Grace Church. LaSalle St. Investment Advisors, L.L.C. 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 management programs, as well as third-party manager selection and consulting.

John Berger is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked with LaSalle St. Investment Advisors since 2000 and with La Salle St. Securities, Inc. since 1991. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, including the LaSalle St. Asset Management Program (LAMP), and manages approximately $3.9 billion in non-discretionary assets alongside $1.84 billion in discretionary assets.