Rebecca Szewczyk is a financial advisor at Alera Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including OSAIC, Triad Advisors, Empower Retirement, and GWFS Equities. Szewczyk is involved in client service management for retirement plan services across multiple affiliated entities. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management and ERISA-focused plan services, utilizing a combination of internal management, affiliate platforms, and independent managers with a primarily long-term investment approach.

James Wood is a financial advisor at Crescent Grove Advisors with 25 years of industry experience. He holds the Series 63 designation and has been with Crescent Grove Advisors since 2015. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, OCIO solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets and employs a customized investment process that combines strategic and tactical asset allocation overseen by a dedicated investment committee.

Grant Luebe is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cedar Rapids Bank & Trust and Heartland Investment Associates. Outside of his advisory role, he serves on the board of the Birkey Investment Fund, participates on finance committees for Wellington Heights Community Church and Heritage Area Agency, and is involved with Junior Achievement of Eastern Iowa. 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.

Dov Robinson is a financial advisor at M Holdings Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at M Holdings Securities since 2017, previously spending a year at Kestra Financial Services and maintaining involvement with The Robinson Financial Group since 2005. Outside of his advisory work, he is a member of the YU Kollel Torah MiZion, where he provides strategic and programming advice, and serves on the board of Camp Moshava Wildrose, contributing to governance and fundraising efforts. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations, offering both advisory and brokerage services through a nationwide network of independent professionals. The firm provides a range of investment management programs, retirement plan consulting, and financial planning, utilizing platform providers and sub-advisory arrangements to support portfolio management and client service.

Michael Bruno is a ChFC® with 42 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2022. His prior experience includes roles at Securities America Advisors and Invest Financial Corp. He is also president of MJB Financial Services, Inc., an insurance sales business. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services, offering both discretionary and non-discretionary asset management across a range of investment strategies.

Elana Feigenblatt is a financial advisor at CL Wealth Management LLC in Schaumburg, IL, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CL Wealth Management since 2013. She also maintains an affiliation with Cabot Lodge Securities LLC. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies using fundamental and technical analysis, custom model portfolios, and regular monitoring.

Matthew Butler is a CFP® with six years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2025. He previously worked at AFIN Family Wealth Management and Cetera Investment Services. Outside of advising, Butler is a founding member of BNI Chicago, a networking organization. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of affiliated services.

Mark De Vito is a financial advisor with Infinity Financial Services Advisory, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Mass Mutual. He also acts as an independent insurance agent, offering fixed and traditional annuities for financial planning purposes. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for 642 clients across 35 advisors. The firm provides portfolio management, financial planning, adviser selection, and pension consulting for individual and high-net-worth clients, using a multi-method investment approach that incorporates various analysis techniques and complex investment products.

George Mcelroy is a financial advisor with Trustmont Advisory Group, Inc. in Des Plaines, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Infinity Financial Services and LPL Financial, LLC. Trustmont Advisory Group serves individual and institutional clients, providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook using public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Steven Lee is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with BFC Planning since 2016. Lee also serves as president of the Taiwanese American Chamber of Commerce of Greater Chicago and acts as an advisor to the Overseas Community Affairs Council for the Taiwanese government. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and sub-advisors, with investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Elliot Yablun is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with World Equity Group since 2014 and also owns Shiggies Vinyl, a business focused on buying and selling vinyl records through online sales. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches and offers portfolio management, financial planning, and access to third-party managers.

Matthew Jamieson is a financial advisor with M Holdings Securities, Inc. and holds Series 63 and Series 65 licenses. He has 15 years of industry experience and is president of Jamieson Financial Services, LLC, where he also leads fixed insurance product sales and services. Jamieson serves on the board of the Greater North Shore Estate & Financial Planning Council and is a committee member of the Cherry Scholarship Fund. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Elias Friedman is a CFP® professional with 33 years of industry experience, currently affiliated with Mariner Independent. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he owns and operates a business selling inflatable products and towels. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s platform offers access to model portfolios, third-party managers, and retirement plan solutions, supported by affiliations with institutional and retirement plan resources.

Rudolph Litavsky is a CFP® with five years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. He has worked at Innovator Capital Management, LLC and Foreside Fund Services, LLC since 2020 and previously operated Innovative Decorating from 2014 to 2020. Outside of his advisory role, he is involved in fixed insurance activities. LaSalle St. Investment Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering fee-based financial planning and a variety of portfolio management services. The firm employs both passive and active investment strategies across multiple asset classes and is notable for its predominance of non-discretionary asset management and its use of fee-sharing and co-advisor arrangements.

Dennis Tierney is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has worked with Lasalle St. Securities, L.L.C. since 2005. 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 using both active and passive approaches and manages assets through non-discretionary and discretionary arrangements.

Luis Vegas is a financial advisor at Snowden Capital Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Snowden Lane Partners since 2020, following a combined 12-year tenure at JPMorgan Chase Bank and J.P. Morgan Securities. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and other institutional clients. The firm offers a range of services such as portfolio management, investment consulting, financial and estate planning, and utilizes multi-team scale and institutional capabilities to manage client assets across various strategies and custodial platforms.

Cody Blumenfeld is a financial advisor at Latitude Advisors, LLC with a Series 66 designation and no prior industry experience. His work history includes roles at Pawlan, Blumenfeld, Miscinski & Assoc., Ltd., Interactive Brokers LLC, and Cigna Healthcare. Outside of advising, he is a staff accountant handling monthly accounting and tax preparation for businesses and individuals. Latitude Advisors serves individual and business clients with financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a blend of model-based strategies and fundamental/quantitative analysis and manages most client relationships on a discretionary basis.

Marguerite Rogers is a financial advisor at M Holdings Securities, Inc. in Northfield, IL, holding Series 63, 65, and 66 licenses with 16 years of industry experience. Her prior roles include eight years at RREEF America LLC and two years at Stout. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, utilizing both in-house portfolio management and third-party sub-advisors to support investment management and client reporting.

Marla Reisman is a financial advisor with Advisory Services Network and holds the ChFC® designation and Series 63 license. She has 42 years of industry experience, including previous roles at LPL Financial and Ameriprise Financial Services. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with a range of investment strategies tailored to client objectives.

Benjamin Zwief is a financial advisor at Crescent Grove Advisors with five years at the firm and a Series 65 designation. He has one year of industry experience prior to joining Crescent Grove Advisors and previously worked at Robert W. Baird & Co. He holds no additional notable outside business activities. Crescent Grove Advisors provides integrated wealth management, family office, and OCIO services to high-net-worth individuals, family offices, and institutions, offering financial planning and discretionary portfolio management through a client-specific investment policy and asset allocation framework overseen by an investment committee.