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.

Gerald King is a financial advisor at Pure Financial Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at Fairhaven Wealth Management, LLC since 2015. King is based in Wheaton, Illinois. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s planning-centered investment approach is overseen by an Investment Committee and incorporates tax-aware techniques, diversified portfolios, and the use of sub-advisers for specialized strategies.

Lou Ann Lisack is a Series 65-licensed financial advisor with Forum Financial Management, LP, where she has worked since 2014. She has 11 years of industry experience and also operates Tax & Financial Solutions, Inc., a tax and accounting firm. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services 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.

John Burkhardt is a financial advisor at Pure Financial Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware techniques, income management strategies, and specialized sub-advisers.

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.

Sammy Moy is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2014 and was previously affiliated with Level Four Advisory Services. Moy is involved in several insurance-related business activities through agencies in Rosemont, Illinois. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Kevin Newman is a financial advisor at Ausdal Financial Partners, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ausdal Financial Partners since 2009. Newman is also the owner of Newman & Associates, Ltd, a fixed life insurance and annuities business he has operated since 1983. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer that manages over $2 billion in client assets. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary investment strategies across a variety of asset classes.

Steven Cook is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at Edward Jones and IPAVA State Bank. In addition to his advisory work, he is involved with Fortress Insurance Services Inc. 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. The firm offers both non-discretionary and discretionary management programs and utilizes a wide range of investment vehicles and third-party managers.

Christopher Sacco is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience and has worked at LaSalle St. Investment Advisors since 2021. Prior to that, he spent nine years at Comprehensive Asset Management & Servicing, Inc. and has been an investment advisor at Retirement Planning Specialists, Inc. since 2011. He also acts as an insurance agent for fixed and indexed annuities through American Brokerage Services, Inc. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and various 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 use of fee-sharing and co-advisor arrangements.

Mark Geoffrey is a financial advisor at HighPoint Planning Partners with eight years of industry experience. He holds a Series 65 designation and has worked at HighPoint Advisor Group since 2019, following prior roles at Level Four Advisory Services and his own firm, Geoffrey, Johns & Associates, LLC. Outside of his advisory work, he serves as president of Bear Acquisitions, Inc., a machine shop. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in assets and employs a fundamental analysis approach to construct individualized investment policies across various securities and program solutions.

Gerri Michalski is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has been associated with LaSalle St. Securities, L.L.C. since 1999. Outside of financial advising, she works in travel planning and sales for a travel agency, arranging trips for family and friends. 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 offers both discretionary and non-discretionary asset management using a range of investment strategies and is notable for its predominance of non-discretionary assets and its arrangements involving third-party managers and wrap-fee platforms.

Zachary Craggs is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Lincoln Investment since 2016 and briefly at Berlin Packaging. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with access to proprietary model portfolios, third-party managers, and ERISA retirement plan advisory services.

Brian Van Buren is a CFP® professional with nine years of experience at JMG Financial Group, Ltd. He has worked exclusively with JMG since 2013 in various capacities. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting services. The firm manages approximately $6.36 billion in assets with a team of 64 advisors, emphasizing strategic asset allocation and employing a variety of investment vehicles and sub-advisors.

Walid Matariyeh is a financial advisor with HighPoint Planning Partners, holding Series 65 and Series 63 licenses and approximately one year of industry experience. His prior work includes roles at Ernst & Young, RSM, PricewaterhouseCoopers, and several financial services firms. Outside of advisory work, he is a partner in an accounting and tax firm and manages educational businesses focused on teaching children coding. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, and corporate entities, offering discretionary asset management and financial planning services. The firm constructs investment policies through personal consultations and implements portfolios using fundamental analysis across a range of securities and platforms.

Kevin Shekell is a financial advisor at Ausdal Financial Partners, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jackson National Life Distributors for 10 years. He is also involved in insurance sales and operates Shekell Wealth Management, LLC. Additionally, he serves as a notary public. 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 offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of discretionary and non-discretionary strategies across various asset classes.

Keith Plywaczynski is a CFP® professional with 14 years of industry experience. He is the founder and CEO of Fortitude Financial Partners and currently serves as an advisor at Mariner Independent. His prior experience includes roles at Mariner Wealth Advisors and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources.

Christopher Hurckes is a CFP® professional with six years of industry experience, currently serving as an advisor at Ausdal Financial Partners, Inc. since 2019. Prior to his advisory roles, he worked at Athletico Physical Therapy from 2012 to 2019. He is also a board member of the McHenry Chamber of Commerce, engaging in community activities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers a range of advisory programs, retirement services, and financial planning to individuals, trusts, corporations, pension plans, and nonprofits, implementing strategies through discretionary and non-discretionary accounts with access to multiple custodians and investment products.

Robert Widman Jr. is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LaSalle St. Investment Advisors since 2009 and LaSalle St. Securities since 2003. 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 is notable for its predominance of non-discretionary asset management and use of fee-sharing and co-advisor arrangements.

Jessica Haages is a financial advisor at Forum Financial Management, LP with eight years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates and Cetera Investment Services LLC. Outside of her advisory role, she is involved with Sorrento's Restaurant. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and sub-advisory support to independent advisors and RIAs.

Christopher Ferraro is a financial advisor with HighPoint Planning Partners and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including previous roles at Northern Trust Securities, Wells Fargo Clearing, and JP Morgan Securities. Ferraro is dually registered with HighPoint Advisor Group, LLC, and LPL Financial, conducting the majority of his work as an Investment Advisor Representative. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in assets and employs a fundamental analysis approach to construct individualized investment policies across various asset types, with continuous account monitoring and formal annual reviews.