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.

William Powell is a financial advisor with Mariner Independent, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors, where he worked for seven years. Powell is also involved with Fortitude Financial Partners, providing investment services through Mariner Platform Solutions. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a network of investment adviser representatives who offer financial planning, portfolio management, retirement consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary strategies.

Michael Chandler is a financial advisor at World Equity Group, Inc. with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Raymond James & Associates, UBS Financial Services, and Brewer Investment Advisors LLC. Outside of his advisory roles, he serves as a board member of the Karen Chandler Trust, which supports cancer patients, and as a trustee for Fayetteville Technical Community College, overseeing its operations and community mission. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, institutions, and business entities. The firm offers managed portfolio programs that integrate discretionary management, financial planning, and third-party money managers, with a focus on asset allocation driven by client risk tolerance.

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.

Luke Adam is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Forum Financial Management, LP since 2019, following positions at Jones Lange LaSalle and Orbitz Worldwide. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional and corporate clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management and advisory services, including sub-advisory and back-office support for independent advisors and RIAs.

Ryan Peca is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including Origami Risk and OneStream Software. Outside of advisory work, he is involved in marketing, education, and sales of advisory and insurance services related to his firm. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on momentum, relative strength, and trend-following strategies applied to ETFs and mutual funds, supported by proprietary research and operational infrastructure.

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.

Joseph Spokas is a CFP® and PFS™ credentialed advisor with 38 years of industry experience. He has been with Forum Financial Management, LP since 2002 and is also involved with Pinnacle Wealth Management, LLC and Spokas & Associates CPAs LLC. Outside of his advisory roles, he serves on the board of Lithotype, a custom packaging materials company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, utilizing model portfolios primarily implemented with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

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.

Austin Righeimer is a CFP® and CFA® with three years of industry experience. He is currently with NorthRock Partners, LLC, where he previously worked from 2023 to 2025 and returned in 2026. His work history also includes positions at Beacon Pointe Advisors LLC, Northern Trust, Anixter, and Duff & Phelps. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach centered on asset allocation, diversification, and periodic rebalancing, integrating private market allocations and using AI-driven tools alongside human oversight.

Robert Karstenson is a financial advisor with Ausdal Financial Partners, Inc. in Palatine, IL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with Ausdal since 2014 and concurrently operates Karstenson Financial Services. Additionally, he works as an insurance sales agent, specializing in life, health, and accident insurance. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm provides a range of services, including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, tailoring investment strategies to client objectives and risk tolerance.

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.

June Dinardo is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wayne Hummer Investments since 2008 and Arkadios Capital since 2024. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans that incorporate fundamental, technical, and cyclical analysis, using a range of internally managed and third-party solutions.

Ursula Daley is a financial advisor with VestGen Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. She previously worked at LPL Financial for 17 years and Commonwealth Financial Network for 7 years before joining VestGen Advisors in 2025. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationship work with centralized portfolio construction and utilizes third-party managers and affiliated funds as part of its offerings.

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.

Christopher Wyzgowski is a financial advisor at Capital Analysts with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at VALIC Financial Advisors for 15 years. Outside of advisory work, he is involved in insurance sales through WealthGuide Advisors LLC and THG Financial and is the founder of NFMB, LLC, a firm used for tax and accounting purposes. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice delivered through both discretionary and non-discretionary investment approaches.

Mark Fleming is a CFP® with eight years of industry experience, currently serving as a financial advisor at Compass Financial Management LLC. His prior roles include positions at Paradigm Wealth Management, Sentinus, LLC, and Topel Formon LLC. He holds limited partnership interests in real estate developments inherited from his family. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

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.