Cynthia Pruemm is a financial advisor at Corecap Advisors with six years of industry experience. She holds a Series 65 designation and has been associated with SIS Financial Group since 2006. In addition to her advisory role, she owns and operates an independent insurance agency serving a similar client base. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Carol Mcginnis is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Mcginnis has worked at LaSalle St. Securities, L.L.C. since 2006. She is also involved with the Village Church of Oak Park, where she participates in the finance team by entering tithes into the computer system. LaSalle St. Investment Advisors provides 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 investment programs, utilizing diversified asset allocation models and third-party manager oversight.

Mitchell Hamer is a CFP® with 12 years of industry experience, currently affiliated with Stratos Wealth Advisors LLC since 2024. His prior roles include positions at Kovitz Investment Group Partners, Kovitz Securities, Asset Management Group LTD, Sunset Partners Capital Management, and Foreside Financial Services. Outside of advisory work, he is involved as a managing member of Intersectling Wealth, LLC, providing wealth management services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals, employing a combination of customized asset allocations, model portfolios, and sub-adviser solutions.

Patrick Kearney is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at the University of Chicago and Barnes & Noble. 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 investment programs, managing a significant portion of assets on a non-discretionary basis.

Mark Waldoch is a financial advisor at Harbour Investments, Inc. in Geneva, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 17 years with Harbour Investments and operating Waldoch Financial Services since 2002. Outside of advisory work, he owns a CPA tax preparation business and is involved in group health insurance sales through MWBC, Inc. 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 create customized strategies using various investment vehicles and offers model-based solutions through a subscription platform.

David Walker is a CFP® with 37 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior experience includes roles at LPL Financial, LLC and Securities America Advisors, Inc. Walker also serves as president of his office condo association and is president of Swisher & Walker Financial Services, Inc., which provides income tax preparation and accounting services. VestGen Advisors, LLC manages investments, financial planning, and retirement plan services for individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction, offering discretionary and non-discretionary management and utilizing third-party managers and affiliated funds.

Joseph Emme is a financial advisor with Merit Financial Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, The Pinnacle Financial Group, and Commonwealth Financial Network. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach managed through centrally overseen model portfolios, with services delivered by a network of investment adviser representatives.

Anne Morrissy is a CFA® charterholder with 21 years of industry experience. She is currently with Gamco Asset Management Inc. and has been associated with Gabelli & Company, Inc. since 1999 and G.distributors, LLC since 2012. Gamco Asset Management Inc. provides discretionary investment management and sub‑advisory services to a diverse client base, including institutional investors, private clients, and less common categories such as sovereign wealth funds and banking institutions. The firm employs a value-driven investment process supported by fundamental research and offers a range of customized institutional and separate-account strategies.

David Kudo is a financial advisor with First Advisors National, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western Southern Life, Royal Alliance Associates, and Jhfn Sii. He has been retired since 2021. First Advisors National manages discretionary assets primarily for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers, supplemented by fundamental analysis of individual securities, and typically manages accounts on a discretionary basis.

Sherwin Shenfeld is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding the PFS™ and Series 63 designations and bringing 40 years of industry experience. He has served as president of Shenfeld & Co, Ltd, a CPA firm, since 1989 and also leads Mervana, Inc., an art dealing business. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including high-net-worth individuals and institutional accounts. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and third-party money manager access.

Monica Moose is a financial advisor at Ausdal Financial Partners, Inc. with 11 years of industry experience. She holds the Series 66 designation and previously spent 19 years at KRM Financial before joining her current firm in 2025. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm provides a wide range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored at the advisor level to meet client objectives and risk tolerance.

Thomas Chrobak is a financial advisor at Gradient Advisors, LLC with 12 years of industry experience and a Series 65 designation. He has held roles at Gradient Advisors since 2022, and concurrently owns MC2 Wealth Management and Plan on College, where he provides financial planning and educational consulting services. Gradient Advisors, LLC delivers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary operating model.

Christopher Burke is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at Podesta Capital Advisors, Podesta & Co., and J.P. Morgan Securities. Outside of Apollon, he serves as Managing Partner at Podesta Capital Advisors (PCA), LLC. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets through a network of 145 advisors. The firm serves individuals, families, family offices, trusts, businesses, and other entities, employing a combination of fundamental analysis, tactical allocations, ESG models, and technology tools within a hybrid investment approach that includes pooled vehicles, sub-advisory services, and portfolio management for insurance-dedicated funds.

Stephen Meskan is a financial advisor at CL Wealth Management LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at several firms including Purshe Kaplan Sterling Investments, Feltl & Company, and B. Riley Wealth Management. He also serves as president of Meskan Capital, where he educates clients on the merits of 1031 exchanges. CL Wealth Management LLC provides portfolio advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs both discretionary and non-discretionary management strategies, utilizing fundamental and technical analysis, model portfolios, and a range of mutual funds and ETFs.

Philip Telpner is an investment advisor representative with Lifeworks Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Breakout Private Wealth LLC, JPMorgan Chase & Co., and Morgan Stanley. Outside of advisory services, he is involved in insurance sales, dedicating approximately 10% of his time to this activity. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm employs a planning-based or risk-based investment approach, utilizing model strategies that combine low-cost funds, individual securities, options, and third-party managers, supported by quantitative and fundamental analysis and AI decision tools.

Charles Svoboda is a Series 65-licensed financial advisor at CoreCap Advisors with one year of industry experience. Prior to joining CoreCap Advisors, he was associated with SIS Financial Group and UBS. His role at SIS Financial Group includes insurance and annuity sales, along with providing inside sales and operational support. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to a diverse client base including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented investment approach with a long-term horizon, utilizing a variety of investment vehicles and sub-advisors to manage client portfolios.

Bradley Miller is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. since 2006. Outside of his advisory role, he serves as president of Keystone Wealth Management, Inc., a business created for tax and accounting purposes related to self-employment. LaSalle St. Investment Advisors offers 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, managing a significant portion of assets on a non-discretionary basis.

Sanford Prizant is a financial advisor at CG Advisory Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Asset Advisory Service since 2019, following six years at Investment Planners, Inc and IPI Wealth Management, Inc. Outside of his advisory work, Prizant serves as president of The Prizant Group Ltd, a consulting business, and works as a FINRA dispute resolution arbitrator in Chicago. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, and retirement services, utilizing proprietary model portfolios, third-party managers, and customized private equity and hedge-fund access.

Jason Briscoe is a financial advisor with LaSalle St. Investment Advisors, L.L.C. holding a Series 66 designation and 25 years of industry experience. He has worked at LaSalle St. Investment Advisors since 2012 and previously held positions at firms including BrokersXpress LLC and Banc of America Investment Services, Inc. Outside of his advisory role, Briscoe owns businesses involved in tax preparation and commercial, home, and auto insurance. 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 investment programs, emphasizing non-discretionary asset management, and employs a diversified approach involving mutual funds, ETFs, equities, fixed income, and options.

Jacqueline Bulava is a Series 66 licensed advisor with eight years of industry experience, currently with LaSalle St. Investment Advisors, L.L.C. She has previously worked with firms including Osaic Advisory Services, Arbor Point Advisors, and Securities America, Inc. Outside of her advisory role, she is involved as an independent life insurance agent and serves as Director of Operations for The Bulava Group, a real estate sales 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 management, utilizing asset allocation models and a range of investment vehicles, and manages a predominance of assets on a non-discretionary basis.