Daniel Mayer is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and seven years of industry experience. He has been with LaSalle St. Securities since 2018 and also operates Mayer Media Co., a freelance web and application development and digital marketing business. 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 programs, including third-party manager selection and uses a predominantly non-discretionary asset mix uncommon among large enterprise advisers.

Brian Carlson is a CFP® with 22 years of industry experience, currently serving as Senior Vice President at Alera Investment Advisors, LLC. His prior experience includes roles at Securian Financial Services, Minnesota Life Insurance Company, and Triad Advisors, Inc. He is also a board member and grade director for the Arlington Heights Youth Basketball Association, a local nonprofit organization. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a long-term investment approach using internal management, affiliate platforms, and independent managers, and offers comprehensive ERISA-focused services for retirement plans.

Daniel Zolet is a CFA® charterholder with eight years at RiverFront Investment Group, LLC and five years of industry experience. Prior to joining RiverFront, he worked at IBM for two years. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and security selection across global fixed income and equities, implementing strategies through various model delivery platforms and customized portfolio solutions.

John Kwasigroch is a financial advisor at Alera Investment Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Securian Financial Services, Inc. and Triad Advisors, Inc. He is also involved with GCG Financial, providing fixed insurance products and investment advisory services. Alera Investment Advisors offers investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm combines internal management with affiliate and independent managers, focusing on long-term allocations to mutual funds, ETFs, equities, and fixed income, while providing ERISA-related services for retirement plans.

Carlos Coutinho Maia is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at firms such as JP Morgan Securities, Equitable Advisors, Prudential Insurance, Edward Jones, and Allstate Financial Services. Outside of financial services, he co-owned and operated Carambola Gelato and Coffee Shop LLC from 2017 to 2019. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses managed advisory programs featuring third-party portfolio managers and provides both advisory and commission-based channels through its dual role as a registered investment adviser and broker-dealer affiliated with a credit union.

Kevin Geiger is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with several firms, including The Retirement Guys Formula and Retirement Wealth Advisors. Geiger is also involved with Geiger Investments and Peak Brokerage Services, where he engages in brokerage and insurance-related activities. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes model-based portfolio management, third-party money manager referrals, and estate-planning support delivered through an online platform.

Allison Tregoning is a financial advisor at Gladstone Wealth Partners with eight years of industry experience. She holds the Series 66 designation and has worked at LPL Financial, Cetera Financial Specialists LLC, and Wells Fargo Clearing Services LLC. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions.

Robert Peterson is a financial advisor at Crescent Grove Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked at Crescent Grove Advisors since 2018, following a 17-year tenure at Ayco/Goldman Sachs. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory. The firm manages approximately $5 billion in assets and employs a customized investment process that combines long-term strategic allocations with tactical adjustments, supported by an investment committee and access to a broad range of investment options.

Paul Kaczmarczyk is a financial advisor at World Equity Group, Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with World Equity Group since 2010, also working with VestGen Advisors, LLC since 2026. Outside of his advisory role, he serves as treasurer for the Schaumburg Athletic Association United Soccer Club, a nonprofit youth soccer organization. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as various institutional clients. The firm offers managed portfolios through its wrap-fee programs, utilizing discretionary portfolio management and third-party money managers guided by clients’ risk tolerance.

Michael Manno is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois, holding Series 63 and Series 66 credentials and 42 years of industry experience. He has been with World Equity Group since 2003. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers managed portfolios through its Adhesion Money Management wrap-fee program and related advisory programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Jacqueline Bramel is a financial advisor at Harbour Investments, Inc. with one year of industry experience. Prior to joining Harbour, she worked at Beacon Wealth Advisors and has a background that includes 14 years at HomeMaker. She volunteers as a board member for the Special Olympics of Illinois, participating in fundraising and event activities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized strategies and offers model-based solutions through a subscription platform.

Gary Richards is a CFP® professional with 32 years of experience at World Equity Group, Inc., where he has worked since 1994. He holds Series 63 and Series 65 licenses. Richards is also involved as a co-owner of B&R Financial, a financial planning and investment advisory practice. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers managed portfolios through its wrap-fee program and discretionary third-party money management, utilizing risk-tolerance assessments to guide asset allocation.

Luke Hofsommer is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and 11 years of industry experience. He has worked at LaSalle St. and affiliated entities since 2018 and previously was employed by Raymond James Financial Services and First National Bank. 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.

Benjamin Heizer is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, bringing three years of industry experience. He has also been principal and owner at Thrive Wealth Group, formerly Heizer Financial Group, since 2008, where he provides insurance and retirement planning services. Foundations Investment Advisors serves a broad client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers tailored financial planning and portfolio management using a mix of fundamental, technical, and cyclical analysis, as well as sub-advisory arrangements through a network of affiliated offices.

Robert Davit is a financial advisor at Gladstone Wealth Partners with 32 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2021 and has been with Gladstone and LPL Financial since 2021. He holds the Series 63 and Series 65 designations. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with a focus on integrating retirement-plan services and institutional manager relationships.

Lissette Strefner is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with World Equity Group since 2015 and has previously been associated with AIG American General Life Insurance Company since 2002. Outside of her advisory role, she operates a small hobby business reselling used clothing online. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management with access to third-party money managers and employs a risk-tolerance questionnaire to guide asset allocation.

Zachary Lansburgh is a Wealth Advisor at Alera Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has worked at OSAIC, Alera Group, and Triad Advisors. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management, planning, consulting, and ERISA-focused plan services with a long-term investment approach utilizing mutual funds, ETFs, individual equities, and fixed income.

Glenn Hansen is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Advisory Alpha and Hansen Financial Management since 2020 and previously spent seven years at Noble Marketing. Outside of his advisory roles, Hansen is a licensed insurance agent engaged in insurance and annuity sales. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a broad range of managed portfolio strategies.

Zak Sandeman is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds the Series 66 designation and has three years of industry experience, including prior roles at VillageMD and Oranj. His background includes multiple positions with LaSalle St. Securities, LLC. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a range of asset classes and third-party managers.

Barry Link is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding a Series 63 designation and 48 years of industry experience. He has worked at World Equity Group since 2001 and operates Link Diversified Services, which he started in 1982. Outside of advising, he is involved as an independent contractor with Abacus Life Settlements, assisting with policy evaluations and transactions for senior clients. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its Adhesion Money Management wrap-fee program and utilizes third-party managers to implement asset allocation models based on client risk tolerance.