Sean Ford is a CFP® and CFA® with nine years of industry experience. He is currently with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2020, and also works with Streamline Financial Services. His prior experience includes roles at Benjamin F Edwards & Co and First Trust Portfolios. Outside of his advisory role, he is involved with Acre Trader 160, LLC / Ashton Farm Investor. 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 active and passive investment strategies across multiple asset classes and is notable for its predominance of non-discretionary assets and use of fee-sharing and co-advisor arrangements.

Stuart Lasky is a financial advisor at Latitude Advisors, LLC with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Latitude Advisors in 2015, he was associated with GWN Securities, Inc. Since 2013, he has also worked as a marketing assistant for Jeffrey Lasky Financial Services LLC and holds a life and health insurance producer license. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a blend of model-based and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with ongoing portfolio oversight.

Jeremy Joseph is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently with Simplicity Wealth and Protected Tomorrows, joining both firms in 2024. His prior experience includes roles at Savant Wealth Management, Huber Financial Advisors, TD Ameritrade, and Fidelity Brokerage Services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios, third-party manager oversight, and a managed account platform with various customization and tax-related options.

Richard Wilkens is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Wilkens is also 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 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 variety of investment strategies, including both passive and active approaches, and manages assets primarily on a non-discretionary basis.

William Paddor is a financial advisor at Vanderbilt Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Moloney Securities Asset Management LLC and Arlington Insurance. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and integrates retirement-plan and benefits services with advisory offerings, using a combination of fundamental, technical, and charting analysis tailored to client objectives.

Thomas Blumenfeld is a financial advisor at Latitude Advisors, LLC with three years of industry experience. He is a Certified Public Accountant licensed in Illinois and has provided accounting and tax services through Pawlan, Blumenfeld, Miscinski & Assoc., Ltd. since 2005. Outside of his advisory role, Blumenfeld serves as treasurer for Alligator Aquatics, a nonprofit swim team. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm combines model-based strategies with fundamental and quantitative analysis to manage portfolios, typically on a discretionary basis.

David Keevins is a financial advisor at Crescent Grove Advisors with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients, providing integrated wealth management, family office services, outsourced chief investment officer (OCIO) solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets and emphasizes customized investment policy statements and an asset-allocation approach combining long-term strategic and short-term tactical adjustments.

Mark Wolter is a financial advisor with Harbour Investments, Inc. and holds Series 63 and Series 66 licenses. He has 29 years of industry experience and has worked at firms including Beacon Wealth Advisors, LLC and Gradient Securities, LLC. Wolter serves as a volunteer board member for the Special Olympics Illinois Golf Outing, assisting with event planning and fundraising. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing a blend of fundamental and technical analysis to create customized strategies across various asset classes. The firm offers discretionary and non-discretionary portfolio management, model-based solutions, and works with multiple custodians and third-party managers.

Geno Del Boccio is a financial advisor with First Advisors National, LLC, holding a Series 65 designation. He has experience in entrepreneurial ventures, including roles at GD Event Productions and Coffee Something Inc. 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 selecting and monitoring third-party money managers and combines tactical and strategic approaches with fundamental analysis to inform its investment decisions.

Kathryn Edwards is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors, bringing 16 years of industry experience. She has been with Plante Moran Financial Advisors since 2008 and is also a partner at P&M Holding Group, LLP. Plante Moran Financial Advisors, LLC offers investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, banks, trusts, estates, and other entities. The firm emphasizes strategic asset allocation and manager selection, managing a substantial portion of its assets on a non-discretionary basis while employing a range of analytical approaches to inform investment decisions.

Mark Hollick is a financial advisor with Johnson Investment Counsel, Inc. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Prior to joining Johnson Investment Counsel in 2025, he worked at Payden & Rygel for two years and Natixis Global Associates for thirteen years. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, public agencies, and charitable organizations. The firm employs a team-based investment approach combining quantitative equity analysis with fixed income strategies and offers a range of services such as discretionary portfolio management, financial planning, and model portfolio solutions for third-party platforms.

Robert Hamer is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Asset Management Group LTD and Sunset Partners Capital Management, LLC. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of independent advisory representatives utilizing both bespoke and model portfolios.

Srbo Radisavljevic is a CFP® with 29 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. His career includes roles at KRD Wealth Management LLC and Strategic Edge Wealth Management, as well as operating as an independent insurance agent through his sole proprietorship since 1999. Radisavljevic also holds Series 63 and Series 65 licenses. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes asset allocation alongside strategies such as dollar-cost averaging, technical analysis, and options-based portfolios, and it is notable for its affiliation with a third-party administrator/pension consulting business and its $1.57 billion in assets under advisement as a 3(21) adviser.

Andrew Adams is a wealth advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at firms including Triad Advisors and Waddell & Reed Inc. He is based in Chicago, IL. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and plan sponsors. The firm uses a combination of internal management, affiliated platforms, and independent managers to construct portfolios focused on long-term fundamental analysis and offers ERISA-compliant services for retirement plans.

Bradley Steinman is a CFP® with five years of industry experience, currently with Waverly Advisors, LLC. He previously worked at StrategIQ Financial Group, LLC and Personal Financial Planning, Inc. Outside of advisory roles, he is involved with StrategIQ Tax and Business Services, LLC, which provides tax return preparation. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including investment management, financial planning, and multi-family office support.

Eric Billimoria is a CFP® with 14 years of experience in the financial services industry. He has worked at Sowell Financial Services, LLC since 2016 and previously at Concert Wealth Management, Inc. from 2012 to 2016. In addition to his advisory role, he provides tax return preparation services during tax season. Sowell Management is a fee-based registered investment adviser with over 100 advisors, serving individuals, retirement plans, corporations, and institutions. The firm offers investment management and financial planning services, utilizing a multi-branch independent-contractor model and a range of investment strategies across mutual funds, ETFs, and individual securities.

Brian Rosen is a financial advisor at Ritholtz Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has worked at Ritholtz Wealth Management since 2017. His prior roles include positions at RWM Insurance Services, LLC, Sheridan Road Advisors, LLC, Independent Financial Partners, and LPL Financial. Ritholtz Wealth Management advises a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance principles, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Thomas Fay is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience and currently serves as Managing Director at Long Road Risk Management Services, LLC. Fay is also president of TFI Benefits, Inc., an insurance services firm, and participates as a member of a musical band outside his financial career. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, along with unique offerings such as the TOPS® ETF portfolios and an Annuity Service Center supporting unaffiliated RIAs.

Robert Lopez is a CFP® and holds a Series 66 license, with nine years of industry experience. He currently works at Advisory Services Network and previously was employed at JP Morgan Securities LLC and Merrill. He is the owner of RL Wealth LLC, a service company unrelated to investment activities. Advisory Services Network is a large multi-team firm that provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services employing diverse investment strategies and flexible engagement models.

Guy Abbanat is a financial advisor with WORLD EQUITY GROUP, Inc., holding Series 63 and Series 65 designations and possessing 42 years of industry experience. He has been with World Equity Group since 2011. WORLD EQUITY GROUP, Inc. offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm uses discretionary third-party money managers and a risk-tolerance questionnaire to guide asset allocation within its managed portfolio programs.