Regan Beaver is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. since 2003. 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 passive and active investment strategies across various asset classes and is notable for its predominance of non-discretionary assets and its use of fee-sharing and co-advisor arrangements.

Ronald Feltes is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at LaSalle St. Securities LLC since 2015 and has been with Heartland Investment Associates, Inc. since 1990. Outside of advisory work, he is involved in fixed insurance activities. 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, managing accounts primarily through non-discretionary authority and utilizing both active and passive approaches.

Arthur Pedgrift III is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ausdal since 2009 and is also associated with Choices Brokerage since 1997. In addition to his advisory work, he is a self-employed insurance agent focusing on life, health, disability insurance, and fixed annuities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of investment strategies implemented on both discretionary and non-discretionary bases.

Steven Nivens is a CFP® professional with 37 years of experience in the financial services industry. He has been with Ausdal Financial Partners, Inc. since 2011. In addition to his advisory role, he is involved in outside insurance sales, including fixed life, health, and disability insurance, and provides referrals for Medicare and travel insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across a range of investment products.

Robert Cheney is a financial advisor at Diversify Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at DFPG Investments, Inc. since 2019 and First Allied Advisory Services, Inc. from 2006 to 2019. Cheney serves on the Board of Governors for the Lowe Institute of Political Economy, a nonprofit research organization. Diversify Advisory Services provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of investment platforms and strategies while maintaining documented client objectives and the ability to engage sub-advisors.

Christopher Jauch is a financial advisor at Crescent Grove Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory across discretionary and non-discretionary mandates. The firm 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.

Jason Johnson is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and 17 years of industry experience. His prior work includes roles at Wells Fargo and Northwestern Mutual. Outside of his advisory work, Johnson serves as Deputy Commissioner for USA Softball of Nevada and is an assistant high school softball coach, as well as a part-time substitute teacher. 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 using mutual funds, ETFs, equities, fixed income, options, and alternative vehicles, offering both discretionary and non-discretionary asset management.

Elizabeth Watkins is a financial advisor at Crescent Grove Advisors with 32 years of industry experience. She holds the Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc and Ziegler Capital Management. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets and employs a customized investment process combining long-term strategic allocations with shorter-term tactical adjustments.

Rebecca Szewczyk is a financial advisor at Alera Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including OSAIC, Triad Advisors, Empower Retirement, and GWFS Equities. Szewczyk is involved in client service management for retirement plan services across multiple affiliated entities. Alera Investment Advisors 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 and ERISA-focused plan services, utilizing a combination of internal management, affiliate platforms, and independent managers with a primarily long-term investment approach.

James Wood is a financial advisor at Crescent Grove Advisors with 25 years of industry experience. He holds the Series 63 designation and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets and employs a customized investment process that combines strategic and tactical asset allocation overseen by a dedicated investment committee.

Gary Costarella is a financial advisor with Nations Financial Group, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Nations Financial Group in 2025, he worked for Wells Fargo Advisors Financial Network LLC for 16 years. He is also the owner of C & R Capital Management, through which he provides investment and advisory services. Nations Financial Group, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

Grant Luebe is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cedar Rapids Bank & Trust and Heartland Investment Associates. Outside of his advisory role, he serves on the board of the Birkey Investment Fund, participates on finance committees for Wellington Heights Community Church and Heritage Area Agency, and is involved with Junior Achievement of Eastern Iowa. 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.

Dov Robinson is a financial advisor at M Holdings Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at M Holdings Securities since 2017, previously spending a year at Kestra Financial Services and maintaining involvement with The Robinson Financial Group since 2005. Outside of his advisory work, he is a member of the YU Kollel Torah MiZion, where he provides strategic and programming advice, and serves on the board of Camp Moshava Wildrose, contributing to governance and fundraising efforts. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations, offering both advisory and brokerage services through a nationwide network of independent professionals. The firm provides a range of investment management programs, retirement plan consulting, and financial planning, utilizing platform providers and sub-advisory arrangements to support portfolio management and client service.

Michael Bruno is a ChFC® with 42 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2022. His prior experience includes roles at Securities America Advisors and Invest Financial Corp. He is also president of MJB Financial Services, Inc., an insurance sales business. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services, offering both discretionary and non-discretionary asset management across a range of investment strategies.

Matthew Butler is a CFP® with six years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2025. He previously worked at AFIN Family Wealth Management and Cetera Investment Services. Outside of advising, Butler is a founding member of BNI Chicago, a networking organization. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of affiliated services.

Mark De Vito is a financial advisor with Infinity Financial Services Advisory, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Mass Mutual. He also acts as an independent insurance agent, offering fixed and traditional annuities for financial planning purposes. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for 642 clients across 35 advisors. The firm provides portfolio management, financial planning, adviser selection, and pension consulting for individual and high-net-worth clients, using a multi-method investment approach that incorporates various analysis techniques and complex investment products.

George Mcelroy is a financial advisor with Trustmont Advisory Group, Inc. in Des Plaines, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Infinity Financial Services and LPL Financial, LLC. Trustmont Advisory Group serves individual and institutional clients, providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook using public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Steven Lee is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with BFC Planning since 2016. Lee also serves as president of the Taiwanese American Chamber of Commerce of Greater Chicago and acts as an advisor to the Overseas Community Affairs Council for the Taiwanese government. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and sub-advisors, with investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Elliot Yablun is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with World Equity Group since 2014 and also owns Shiggies Vinyl, a business focused on buying and selling vinyl records through online sales. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches and offers portfolio management, financial planning, and access to third-party managers.

Matthew Jamieson is a financial advisor with M Holdings Securities, Inc. and holds Series 63 and Series 65 licenses. He has 15 years of industry experience and is president of Jamieson Financial Services, LLC, where he also leads fixed insurance product sales and services. Jamieson serves on the board of the Greater North Shore Estate & Financial Planning Council and is a committee member of the Cherry Scholarship Fund. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.