Zak Sandeman is a financial advisor at LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation. He has worked at LaSalle St. Securities, LLC since 2017 and has prior experience at VillageMD and Oranj. 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 management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable emphasis on non-discretionary asset management.

Jonathan Miller is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Verity Asset Management and Appreciation Financial. Outside of advisory work, he is involved with ERC Specialists, LLC, providing business consulting services to owners in Bartlett, IL. Encompass More Asset Management LLC offers discretionary portfolio management, financial planning, and retirement model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers, managing a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Barry Link is a Series 63 licensed advisor with 48 years of industry experience. He has been with World Equity Group, Inc. since 2001 and also operates Link Diversified Services, which he has owned since 1982. Outside of his advisory roles, he works as an independent contractor with Abacus Life Settlements, assisting seniors with policy evaluations and sales, and he is involved in the sale of fixed life insurance policies. 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, offering portfolio management, financial planning, and access to third-party managers.

Bradley Shaps is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 credential and bringing 22 years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life Insurance Company, Triad Advisors, and GCG Financial. He serves on the board of trustees and the fundraising committee at Congregation Beth Shalom and is currently the vice president of fundraising there. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a diversified investment approach utilizing internal management, affiliate platforms, and independent managers, with a focus on long-term fundamental analysis and offers comprehensive ERISA-related services for retirement plans.

Jill Kaz is a CFP® professional with 13 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. She has worked at several firms including Strategic Wealth Partners and Hemington Wealth Management. Jill is also associated with Cetera Wealth Services and Avantax Investment Services during her career. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm serves individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets.

Jacob Kerstein is an investment advisor representative with Latitude Advisors, LLC in Northbrook, IL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Latitude Advisors, he has had roles at GWN Securities, Jeffrey Lasky Financial Services, and Latitude Financial. Latitude Advisors serves individuals, high-net-worth clients, and institutional clients including pension and profit-sharing plans, offering financial planning, discretionary portfolio management using in-house and third-party model strategies, and pension consulting services.

Jeffrey Cismoski is a CFP® professional with 12 years of industry experience, currently with Ascentis Independent Advisors, LLC. His prior roles include positions at ORG Partners LLC, WealthShield Partners, LLC, Cresset Asset Management, LLC, and Evanston Investments Inc DBA Evanston Advisors. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs asset allocation, fundamental and technical analysis, and utilizes discretionary sub-advisory arrangements and co-advisory platforms, including a Private Direct Investments program for client access to private funds and alternative investments.

Jack Long is a financial advisor with Summit Financial, LLC and holds a Series 66 designation. He has recently started his career in the industry, gaining experience with Summit Financial and affiliated firms since 2025. Prior to his advisory roles, he has work experience outside finance, including a position at Landmark Exteriors and education at Auburn University. Summit Financial, LLC is a multi-team advisory firm with approximately $26.35 billion in assets under management, serving about 17,800 clients through 216 advisors. The firm offers a range of investment advisory, portfolio management, and retirement plan services with both discretionary and consultative approaches.

James Geake is a financial advisor at Madison Avenue Securities, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Madison Avenue Securities since 2006. Geake is also a 50% owner of Wayne Messmer & Associates, LLC, which provides sales and service of life and health insurance and annuities. Additionally, he serves as a board member of Voyageur Crossings Condominium. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of account platforms and investment strategies, delivering portfolio management, financial planning, pension consulting, and college-savings services through its network of investment adviser representatives.

James Murphree II is a financial advisor with On Investment Management Company in Lake Forest, IL, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has worked at THE O.N. Equity Sales Company and Ohio National Financial Services since 2007. Outside of his advisory role, he serves as president of several businesses including Murphree Investment Group, which offers consulting, venture capital services, public speaking, and financial education, and he is a board member of Maple Valley Cooperative. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based financial planning and both discretionary and non-discretionary managed account options.

Kimberly Woodsum is a financial advisor at Simplicity Wealth with two years of industry experience. She previously worked at Ehlert Financial Group, Inc. and has five years of experience at Red Coat Farm. Kimberly is also a licensed life insurance producer, presenting and selling insurance to clients as part of her advisory services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, alongside discretionary portfolio management and a managed account platform for advisers.

John Sciaccotta is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and nine years of industry experience. Before joining LaSalle St. in 2023, he worked at Forum Financial Management, LP and was a managing partner at the CPA firm DeMarco Sciaccotta Wilkens Dunleavy, LLP. He continues to manage the CPA firm alongside his advisory role. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management, employing both discretionary and non-discretionary strategies across a range of asset classes and investment approaches. The firm is notable for its predominance of non-discretionary assets and its use of fee-sharing and co-advisor arrangements when recommending third-party managers.

Adam Sarno is a financial advisor at LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation with six years of industry experience. His prior roles include positions at Merrill Lynch Pierce Fenner & Smith, Bank of America, and LaSalle St. Securities. Outside of his advisory work, he mentors college students who are members of Beta Theta Pi at Butler University and serves as a trustee of a family trust. 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 mix of asset allocation models, mutual funds, ETFs, equities, fixed income, and options.

Michael Markowitz is a financial advisor with Advisory Services Network, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at PPM America, Inc. and Mesirow Financial, Inc. He is based in Glenview, Illinois. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Brian Collins is a CFA® charterholder and financial advisor with HUB Investment Partners, LLC, based in Northbrook, IL. He has four years of industry experience and previously worked at Harbor Capital Advisors, Inc. for sixteen years and operated an independent consulting practice. HUB Investment Partners serves a diverse client base including institutional investors, public entities, foundations, and individual clients. The firm employs both active and passive investment strategies across a range of asset classes and offers specialized services for banking and municipal clients.

Garrett Mills is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with LaSalle St. Securities since 2016. Mills also serves as Senior Vice President of Harvest Financial Group LLC, where he provides financial planning and serves as a licensed life, health, and accident agent. LaSalle St. Investment Advisors offers 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 provides both non-discretionary and discretionary investment approaches and manages a notable predominance of non-discretionary assets.

Arnoldo Garza is a financial advisor at Global View Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Global View Capital entities since 2010. Prior to his advisory career, Garza spent over two decades at Navistar, Inc., where he held engineering and management roles focused on diesel engine and truck development. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach based on technical and quantitative analysis and operates a proprietary research platform that supports its strategies and services.

James Baldwin is a CFA® charterholder with 22 years of industry experience. He has worked at LaSalle St. Securities, L.L.C. since 1999. Outside of his advisory role, he is involved in Baldwin Brown Investment, L.L.C., which manages personal real estate allocations for his family. LaSalle St. Investment Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering 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 emphasis on non-discretionary management and collaborative third-party arrangements.

Shannon Bora Cooper is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and four years of industry experience. She has worked at Vanderbilt Advisory Services since 2022 and has been involved with Michael J. Bora & Associates since 2014, where she also serves as an insurance agent specializing in life insurance and annuity sales. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Dominic Messina is a financial advisor at Ascentis Independent Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at ORG Partners, WealthShield Partners, Cresset Asset Management, and Evanston Investments. Outside of financial advising, Messina owns MKS Custom Creations, a custom furniture business. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing a mix of asset allocation, fundamental and technical analysis, third-party managers, and a Private Direct Investments program.