Mary Ehlert is a CFP® professional with 28 years of experience in the financial industry, currently affiliated with Simplicity Wealth. She has held roles at Forum Financial Management and founded Ehlert Financial Group. Ehlert is involved in several nonprofit and advocacy organizations focused on disabilities and special needs, including serving as CEO of Protected Tomorrows Inc. and participating on the boards of multiple related charities. Simplicity Wealth serves a diverse client base, including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, and offers technology and operational services to other advisers alongside its advisory solutions.

Jared Shirk is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds the Series 66 designation and has four years of industry experience. His background includes roles at Capital Wealth Partners and LaSalle St. Securities, as well as involvement with Purdue University. Outside of advising, he is engaged in fixed insurance contracting and operates a mowing business. 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 approaches, utilizing a mix of asset-allocation models and third-party manager oversight.

Stephen Dudas is a financial advisor at World Equity Group, Inc. with 21 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Insigneo Advisory Services, Securities America Advisors, and Triad Advisors. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management with access to third-party money managers.

Mitchell Thornton is a financial advisor at Northern Trust Securities, Inc. with 31 years of industry experience. He has been with Northern Trust Securities since 2010. Thornton holds Series 63, Series 65, and Series 66 designations. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts and Strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Nicholas Rossetti is a CFP® and Series 66 registered advisor with Merit Financial Advisors, based in Deerfield, IL, and has four years of industry experience. His prior roles include positions at Great Lakes Advisors, Wintrust Investments, Northern Trust Corporation, and The Pinnacle Financial Group. Merit Financial Advisors is a multi-team SEC-registered firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified investment approach with centrally managed portfolios overseen by an internal team, while offering customizable options through a network of investment adviser representatives.

Eric Rosenbloom is a Senior Vice President at Alera Investment Advisors, LLC with 23 years of industry experience. He holds the ChFC® and Series 66 credentials. His prior experience includes roles at Securian Financial Services Inc., Minnesota Life, Triad Advisors, Inc., and GCG Financial, where he continues to serve as a financial advisor. Rosenbloom is also involved in life settlements through the Ashar Group. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a long-term, fundamental analysis-driven investment approach utilizing mutual funds, ETFs, equities, and fixed income, and offers ERISA-focused services for retirement plans.

Eric Mooney is a financial advisor at VestGen Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked with firms including Private Client Services, Mooney Lyons Financial, and Triad Advisors. Mooney serves as the president and a board member of the Naperville Networking Alliance, a local networking group. 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 work with centralized portfolio construction, offering discretionary and non-discretionary management alongside third-party manager options.

Jennie Fleming is a financial advisor with HBW Advisory Services LLC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 16 years before joining HBW Advisory Services in 2021. Fleming is also a notary public and is involved with the Greater Winfield Chamber of Commerce. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach with third-party money managers and emphasizes a client servicing model that includes institutional and intermediary roles.

Regan Beaver is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, Illinois, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked with LaSalle St. Securities, L.L.C. since 2003. 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 investment programs and is notable for managing a larger portion of assets on a non-discretionary basis compared to typical large enterprise advisers.

Ronald Feltes is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities LLC since 2015 and at Heartland Investment Associates, Inc. since 1990. He is also involved in fixed insurance activities. 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 investment programs, with a notable emphasis on non-discretionary asset management.

Alexander Marmitt is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at J.P. Morgan Securities, Robert Baird & Co., and Wintrust Investments. He is also a partner at Klestinski Rapp Marmitt Investment Counsel, where he is involved in investment management and financial planning. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment strategies through a range of portfolio management programs and incorporates fundamental, technical, and cyclical analysis while accommodating client-imposed restrictions.

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.

Todd Balber is a CFP® with over 31 years of experience in financial advisory services. He has been with World Equity Group, Inc. since 1997. Outside of his primary role, he is a co-owner and partner of B&R Financial, LLC, which provides financial planning and investment advisory services along with insurance products. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a risk-tolerance questionnaire to guide asset allocation and utilizes discretionary authority granted to third-party managers and representatives for portfolio management.

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.

Rikk Rodriguez is a financial advisor with VestGen Advisors, LLC, holding the ChFC® designation and Series 63 and 66 licenses, with 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Triad Advisors. He serves as a co-trustee of a living trust. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and uses third-party managers and affiliated funds to deliver its services.

Jason Johnson is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Wells Fargo and Northwestern Mutual. Outside of his advisory work, he serves as Deputy Commissioner for USA Softball of Nevada and is involved as an assistant high school softball coach and part-time substitute teacher. 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 management programs, utilizing asset-allocation models and a range of investment vehicles, with a notable emphasis on non-discretionary assets.

Thomas Riley is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Lincoln Investment Planning since 2013 and previously spent nine years at Legend Advisory, LLC, along with a year at Benchmark Capital Group Ltd. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Rebecca Szewczyk is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. Her prior roles include positions at Empower Retirement, Gwfs Equities, Inc., Triad Advisors, and OSAIC. Szewczyk serves as a client service manager specializing in retirement plan services. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates insurance and pension consulting platforms alongside its advisory services.

Joshua Glorch is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. He has worked at NorthRock Partners since 2019 and previously spent three years at Ameriprise Financial Services, Inc. He holds the Series 63 and Series 65 licenses and maintains current Illinois insurance licensure. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and periodic rebalancing while integrating private market allocations and utilizing AI tools alongside human oversight.

Charles Kiker is a CFP® with 33 years of industry experience, currently serving as an advisor at VestGen Advisors, LLC since 2024. His prior experience includes roles at Commonwealth Financial Network, Ek&A, and Mass Mutual Investors Services. Outside of his advisory work, he is a partner in Esposito Kiker & Associates, which supports his team’s compensation and benefits management. VestGen Advisors, LLC offers investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and pooled investment vehicles. The firm utilizes a combination of advisor-level client relationship work and centralized portfolio construction, employing proprietary and third-party managers to deliver its services.