James Coshun is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. He has been with LaSalle St. Securities, LLC since 2001. Outside of his advisory role, he is involved in fixed annuities, life insurance, and long-term care insurance businesses. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm uses a range of investment strategies, including both active and passive approaches, and manages a majority of assets on a non-discretionary basis.

Kimberly Spence is a CFA® charterholder with nine years of industry experience. She has worked at Merit Financial Advisors since 2026 and previously held roles at Savant Wealth Management, Savant Capital Management, and Huber Financial Advisors. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services, emphasizing long-term, diversified portfolios managed through centrally overseen models, with flexibility for advisor customization.

Daniel Schlesser Jr. is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds the Series 66 designation and has one year of industry experience. Prior to joining LaSalle St., he worked at SageSure and Accenture. Outside of advising, he provides bookkeeping and accounting services for commercial properties through LaSalle St. Services, LLC. LaSalle St. Investment Advisors offers personalized financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary management programs, with a notable emphasis on non-discretionary assets under management.

Douglas Swanson is a Series 65-registered advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, with eight years of industry experience. He has worked at Zoller, Swanson & Co since 2007. Outside of advising, he is an officer of two non-investment related companies focused on tax preparation and financial coaching. 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 both passive and active investment strategies across a variety of asset classes and manages a larger amount of assets on a non-discretionary basis.

Austin Righeimer is a CFP® and CFA® affiliated with NorthRock Partners, LLC, with two years of industry experience. His prior roles include positions at Northern Trust and Beacon Pointe Advisors LLC. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, and private funds. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation and diversification, managing portfolios through discretionary and non-discretionary strategies that include both public and private market investments.

Robert Karstenson is a financial advisor with Ausdal Financial Partners, Inc., holding Series 65 and Series 63 designations and bringing 11 years of industry experience. He has been with Ausdal Financial Partners since 2014 and also operates Karstenson Financial Services. In addition to his advisory role, he is an insurance sales agent focusing on life, health, and accident insurance. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a 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 and accounts managed on discretionary or non-discretionary bases.

June Dinardo is a financial advisor with Arkadios Wealth Advisors in Barrington, IL, holding Series 63 and Series 65 designations and 16 years of industry experience. She has worked at Arkadios Capital since 2024 and Wayne Hummer Investments since 2008. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, a wrap program, third-party money managers, and financial planning. The firm supports discretionary account management through its internal portfolio team and employs fundamental, technical, and cyclical analysis in its investment approach.

John Fisher is a financial advisor with Alera Investment Advisors, LLC, holding the CFP® and Series 66 designations and bringing 15 years of industry experience. His career includes roles at OSAIC, Triad Advisors, Minnesota Life Insurance Company, and Securian Financial Services. He is also involved with GCG Financial, providing fixed insurance products to clients. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm uses a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term approach.

Kenneth Loebel is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Madison Avenue Securities since 2013. Outside of his advisory role, he serves as an adjunct faculty instructor at Judson University and performs as a keyboardist and musician. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a variety of portfolio management, financial planning, and consulting services through a broad network of investment adviser representatives.

Lawrence Grill is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities America Advisors since 2014, as well as with Parke Avenue Service Corporation and First Federal Savings Bank since 1989. Outside of advisory work, he is also active as an insurance sales agent. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs both active and passive investment strategies across various asset classes, managing predominantly non-discretionary assets and offering access to third-party managers and wrap-fee platforms.

David Bossov is a financial advisor at Quartz Partners Investment Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fifth Third Bank, Fifth Third Securities, Wells Fargo Clearing, and Morgan Stanley in various capacities. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and advisory services. The firm combines top-down macro analysis with bottom-up stock selection and offers discretionary portfolio management monitored by an investment committee.

Bruce Berman is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Bright Futures Wealth Management, LLC. He is also the owner of Lifetime Financial Group, LLC, an independent financial professional firm. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis tailored to clients’ objectives and risk tolerances.

Matthew Reinhardt is a CFA® charterholder affiliated with Merit Financial Advisors in Mount Prospect, IL. He has prior experience at Biggs Mansion, CIBC Private Wealth, CIBC Bank USA, and DePaul University Athletics. Reinhardt joined Merit Financial Advisors in 2026. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm offers coordinated wealth-management services focused on long-term, diversified portfolios supported by an internal Investment Management team and customizable investment models.

Cynthia Mann is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Commonwealth Financial Network, Grove Point Advisors, and LPL Financial. Mann is the owner of Mann Financial Group, LLC, a private entity facilitating securities, advisory, and insurance business. 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 passive and active investment strategies across multiple asset classes and manages a substantial portion of assets on a non-discretionary basis.

Ryan Birch is a CFP® professional with 24 years of industry experience. He has been with Kingsview Wealth Management, LLC and Kingsview Partners, LLC since 2025, following a 23-year tenure at Edward Jones. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management, model strategies, and access to third-party managers and alternative investments.

Daniel Smyczynski is a CFP®-certified financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, and has 43 years of industry experience. He has been with Ausdal since 2009. Outside of his advisory role, he is also involved in the sale of 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 serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory programs and brokerage services that include investment management, retirement planning, and insurance products.

Ross Cohen is a CFP® with 12 years of industry experience. He currently serves at Ritholtz Wealth Management and Bartlett Wealth Management, having also worked at Ausdal Financial Partners, Nadler Financial Group, and B.C. Ziegler and Company. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients through comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance, using diversified, low-cost ETFs alongside tactical overlays and alternative investments where appropriate, and offers both advisor-led and digital platforms for portfolio management.

Linda Diebold is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc. in Bloomingdale, IL, where she has worked for 27 years. Her industry experience spans 34 years, including roles at Honkamp Krueger Financial Services and her own firm, Diebold & Associates. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, charitable organizations, and businesses. The firm utilizes style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies, working primarily through a network of CPA firms and registered Advisor Representatives.

Kelly Hene is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. since 2012. She is based in Elmhurst, IL, and holds Series 63 and Series 65 licenses. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary investment management approaches.

Jeffrey Kinzler is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LaSalle St. Investment Advisors and LaSalle St. Securities since 2020, following nine years at Securities Service Network, Inc. Outside of his advisory role, Kinzler is also involved in the sale and servicing of fixed life insurance, personal disability income insurance, individual health insurance, and long-term care insurance as a licensed insurance agent. 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 range of investment strategies across various asset classes and offers both discretionary and non-discretionary management, with a notable emphasis on non-discretionary assets and collaborative arrangements with third-party managers.