David Perry is a financial advisor with Forum Financial Management, LP and holds a Series 66 designation. He has 24 years of industry experience and has previously worked at firms including PURSHE KAPLAN STERLING Investments, PR Wealth Management Group, Cetera, and Ameriprise. Perry serves as treasurer and director of a condominium association, handling executive property decisions and financial duties. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers model asset-allocation portfolios grounded in Modern Portfolio Theory and supports independent advisors and RIAs through its turn-key asset-management platform and back-office 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.

Grant Luebe is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, with eight years of industry experience. He previously worked at Heartland Investment Associates and Cedar Rapids Bank & Trust. Luebe serves as a board member of the Birkey Investment Fund, teaching investment topics to students, and participates in finance committees for Wellington Heights Community Church and Heritage Area Agency. He is also involved with Junior Achievement of Eastern Iowa. 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 approaches, managing a substantial majority of assets on a non-discretionary basis.

Herman Tkach is a CFP® professional with 19 years of experience in financial advisory roles. He is currently with Soltis Investment Advisors, LLC and has held positions at Mercer Global Advisors, U.S. Bancorp Investments, TIAA-CREF, TD Ameritrade, and Ameriprise. He serves on the board of the Jewish United Fund of Metropolitan Chicago, supporting the Russian Speaking Jewish community, and is involved in leadership roles within his condominium association. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to a diverse client base that includes individuals, institutions, trusts, and retirement plans. The firm uses a Modern Portfolio Theory-based investment process that incorporates both quantitative and qualitative analysis, offering a range of investment options and regular client communications.

Michael Bruno is a ChFC®-designated financial advisor with 43 years of industry experience. He is currently with LaSalle St. Investment Advisors, L.L.C. and has previously worked with Securities America Advisors and Invest Financial Corp, among others. Outside of his advisory role, he serves as president of MJB Financial Services, Inc., an insurance sales business. 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, with a notable emphasis on non-discretionary asset management.

Elana Feigenblatt is a financial advisor with PKS Advisory Services, LLC in Schaumburg, IL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior experience includes roles at CL Wealth Management LLC, Cabot Lodge Securities LLC, Barclays Capital Inc., and Lehman Brothers Inc. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm tailors portfolios based on client profiles and employs strategies involving mutual funds, ETFs, individual securities, independent managers, and alternative investments, utilizing third-party models and conducting ongoing monitoring and reviews.

Jeremy Schares is a CFP® with 18 years of industry experience and is currently with Waverly Advisors, LLC. Prior to joining Waverly Advisors in 2024, he worked for 16 years at StrategIQ Financial Group, LLC. He is also a member of two holding companies, IQ Companies, LLC and WAAM TOPCO, LLC. 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 markets allocations and offers a range of services including financial planning, retirement plan consulting, and multi-family office solutions.

Jeffrey Scheider is a financial advisor with VestGen Advisors, LLC, holding the CFP® and ChFC® designations and over 28 years of industry experience. His career includes roles at LPL Financial, Sequoia Wealth Management, Triad Advisors, and Private Client Services. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base that includes individuals, high-net-worth clients, small businesses, and institutional entities. The firm utilizes a combination of centralized portfolio construction and advisor-level relationship management, supported by third-party managers and proprietary strategies.

William Yocius Jr. is a financial advisor at Integrated Advisors Network LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Shields Capital Advisors Inc. and Mitchell, Vaught & Taylor, Inc. In addition to his advisory role, he provides insurance advice to individual clients. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and frequently utilizes third-party sub-advisers while offering a range of portfolio management and financial planning services.

Jeffrey Doblin is a CFP® and CFA® with eight years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP. He has been with Forum Financial Management since 2017, with prior experience at Bourbon Financial Management and Wedbush Futures. Outside of his advisory role, he is involved in freelance writing and supports the Wilmette Park Districts through the Ouilmette Foundation. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Mark Strefner is a financial advisor with World Equity Group, Inc. in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with World Equity Group since 2008 and previously worked at American General Securities Incorporated and AIG American General Life Insurance Company. Outside of his advisory role, he is involved in student loan assistance programs and serves as a consultant and partner to fintech and insurance-related ventures. World Equity Group, Inc. provides 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 offers managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management and access to third-party money managers with an investment approach tailored by risk tolerance.

Tyler Boland is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual and Comey and Shepherd. In addition to advising, he is licensed as an insurance agent specializing in life, health, annuities, and other insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money management, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing platforms, serving a broad range of clients including both non-high-net-worth and high-net-worth investors.

Peter Murray is a CFP® and Series 65-registered financial advisor with three years of industry experience. He currently works at Forvis Mazars Wealth Advisors, LLC and previously held roles at FORVIS Wealth Advisors, Northwestern Mutual, and National Gift Card. Murray also has a background in education, having worked at Huntley High School and Marlowe Middle School. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofits by offering financial planning, investment management, and retirement plan consulting. The firm’s investment approach combines customized asset allocation with both active and passive strategies, emphasizing diversification, cost control, and long-term discipline within an integrated private client service model.

Joseph Lyons is a financial advisor with VestGen Advisors, LLC, holding the CFP® and ChFC® designations and bringing 28 years of industry experience. His career includes roles at Triad Advisors, LPL Financial, and Sequoia Wealth Management. Lyons is also involved in nonprofit work as a board member of Big Brothers Big Sisters of McHenry County and directs educational seminars through the Capital Financial Education Group. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and serves a diverse client base including other advisers, institutions, and government entities.

Bruce Skryd is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Forum Financial Management since 2013 and also operates Bruce J. Skryd, Inc., an accounting and tax services firm where he serves as owner, president, and Certified Public Accountant. Forum Financial Management provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

Alexander Klaas is a financial advisor at Gladstone Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services before joining Gladstone and LPL Financial in 2021. Klaas maintains involvement in a personal fiduciary role as trustee of a family trust. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Elias Friedman is a CFP® with 33 years of industry experience, currently affiliated with Mariner Independent. His prior experience includes eight years at Wells Fargo Clearing. Outside of his advisory role, he owns and operates a small business selling inflatable products and towels. Mariner Independent serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning and portfolio management through a network of advisors using model portfolios and customized strategies, supported by a range of investment tools and affiliated businesses.

Rudolph Litavsky is a CFP® professional based in Elmhurst, IL, with six years of industry experience. He is currently with LaSalle St. Investment Advisors, L.L.C. and has held roles at Innovator Capital Management, LLC and Foreside Fund Services, LLC since 2020. Outside of his advisory work, he is involved in fixed insurance business activities. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, pension plans, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a range of investment vehicles and third-party manager supervision.

Caleb Miller is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation. He has professional experience spanning diverse roles across multiple organizations since 2015, including positions at Missouri Health & Wellness and the University of Illinois. Miller’s work history also includes involvement with several LLCs and banking institutions. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary management programs.