Teresa Young is a financial advisor with First Advisors National, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at W&S Brokerage Services, Western Southern Life, Alliant Credit Union, and LPL Financial. She volunteers as a tax preparer and quality examiner for Ladder Up in Chicago, assisting low-wage earning families with pro bono tax preparation. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes manager selection and tactical allocation, utilizing fundamental analysis and formal annual reviews to guide its investment process.

Brandon Lilly is an advisor at Highpoint Planning Partners with Series 63 and Series 65 credentials and three years of industry experience. He has worked at LPL Financial, J.P. Morgan Securities, and DeRose Financial Planning Group. Prior to his financial advisory career, he spent several years at Advocate Christ Medical Center. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, implementing portfolios through fundamental analysis and a range of investment vehicles.

Martin Pomrehn is a CFP® and PFS™ with 37 years of industry experience. He has been with Forum Financial Management, LP since 2016 and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2016 to 2020. In addition to his advisory role, he is president and shareholder of MP360° Tax Services, Ltd., a CPA firm providing accounting and tax planning services. Forum Financial Management, LP offers investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory and serves a significant number of independent advisors and RIAs through its turn-key asset-management platform.

Matthew Frederick is a financial advisor with Pure Financial Advisors, LLC in Wheaton, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Pacific Life Insurance Company, UBS Financial Services, and Merrill. He also holds life and health insurance licenses. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Alejandro Pastrana is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior roles include positions at Northwestern Mutual and Serene Financial Group. Pastrana is the sole proprietor of Serene Financial Group, LLC, where he provides life, health, long-term care, and disability insurance. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a range of investment solutions, including third-party managers and various managed account structures, available on both discretionary and non-discretionary bases.

Paul Wong is a CFP®-certified financial advisor with 30 years of industry experience, currently practicing at LaSalle St. Investment Advisors, L.L.C. He has worked at La Salle St. Securities, Inc. for nearly three decades. Outside of his advisory role, Wong serves as Treasurer and Committee Member of the Mission Related Investment Committee at Grace Church. 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 investment management programs, emphasizing a predominantly non-discretionary asset mix.

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 been with LaSalle St. Investment Advisors since 2000 and affiliated with La Salle St. Securities since 1991. 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, emphasizing a predominance of non-discretionary assets under management.

David Paske is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Saxony Securities since 2003. Outside of his advisory work, he serves as a special education teacher at Lyons Township High School. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates with a multi-team model and employs a range of investment strategies, including technical and fundamental analysis, while also offering third-party advisory services.

Robert Freeman is a financial advisor with Simplicity Wealth holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Outside of work, he volunteers with North Suburban Synagogue Beth El, a community men’s group providing programs and support services. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, alongside model portfolios that are actively monitored and rebalanced, and offers technology and operational solutions for other advisers through a third-party asset management platform.

Matthew Fitzgerald is a financial advisor with Altitude Capital Management LLC in St. Charles, IL, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Brighthouse Financial and Invesco Advisers, Inc. Outside of advising, he is an equity partner in a rental property business. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm customizes strategies based on client objectives and risk tolerance, managing accounts through a multi-team structure while employing approaches such as asset allocation and technical analysis.

David Settelmyer is a Certified Financial Planner® with 32 years of experience in the financial services industry. He has been with Latitude Advisors, LLC since 2009 and also operates Settelmyer Financial, where he works as a licensed title-insurance agent focusing on life, health, long-term care, and annuity insurance sales. Latitude Advisors serves individuals, high-net-worth clients, and a variety of institutional and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of valuation-driven and momentum-based model strategies and provides continuous monitoring and rebalancing of client portfolios.

Kathleen Gfrorer is a CFP® professional with 45 years of experience in the financial services industry. She is currently with VestGen Advisors, LLC and has held roles at LPL Financial, Securities America, Inc., and Landmark Capital, Inc. Kathleen serves as secretary for the Somonauk Gardens Owners Association, a homeowners association. VestGen Advisors, LLC 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 relationships with centralized portfolio construction and manages approximately $6.66 billion in assets with 61 advisors.

Sean Ford is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. He is currently with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2020, following prior roles at Benjamin F Edwards & Co and First Trust Portfolios. He is also involved with Acre Trader 160, LLC/Ashton Farm Investor outside of his advisory work. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary programs, emphasizing a significant asset mix managed on a non-discretionary basis, which is uncommon among large enterprise advisers.

Jeremy Joseph is a CFP® professional with 19 years of experience in the financial industry. He is currently with Simplicity Wealth and Protected Tomorrows, having previously worked at firms including Savant Wealth Management, Huber Financial Advisors, TD Ameritrade, Fidelity Brokerage Services, Madison Avenue Securities, and Ameriprise. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational solutions for advisers through its managed account platform.

Richard Wilkens is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with seven years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he is a partner at DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a certified public accounting firm where he provides accounting and business advisory services. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension 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 a significant predominance of non-discretionary assets.

Sarah Mika is a financial advisor at Gateway Wealth Partners, LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for five years. Mika provides administrative support to Gateway Wealth Partners, an independent investment advisor firm. Gateway Wealth Partners offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages a mix of discretionary and non-discretionary assets.

Daniel Drallmeier is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Forum Financial Management, LP. He has worked at Forum Financial Management, LP in various capacities since 2012. Outside of his advisory role, he is a member of F.A.M. LLC, which provides management services to Forum Financial Management under a service agreement. Forum Financial Management, LP offers 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, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Heidi Verbiscer is a financial advisor at Forum Financial Management, LP, holding a Series 65 designation with six years of industry experience. She is also the president and owner of Generations Tax & Advisory Services, LLC, a CPA firm specializing in taxation strategy, compliance, and generational business and family wealth planning. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory, primarily implementing these through institutional mutual funds and ETFs, and offers back-office and sub-advisory services to independent advisors and RIAs.

Jeremy Belingon is a CFP® with three years of industry experience. He currently works at Facet and previously was with The Vanguard Group, Inc. for three years. Prior to his financial services career, he held positions in education and healthcare-related roles. Facet Wealth offers subscription-based financial planning and discretionary investment management primarily for individual clients across a range of wealth levels. The firm utilizes model-based asset allocations with a focus on ETFs and employs technology-driven processes to support tax-optimized portfolio implementation and ongoing account management.

Stephanie Burling is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Bankers Life Securities and Bankers Life & Casualty. She serves on the board of the IPF Foundation, a medical nonprofit organization. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and utilizing tools like the Color of Money Risk Analysis in their portfolio strategies.