June Dinardo is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wayne Hummer Investments since 2008 and Arkadios Capital since 2024. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans that incorporate fundamental, technical, and cyclical analysis, using a range of internally managed and third-party solutions.

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.

Lawrence Grill is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Securities America Advisors and Securities America, Inc., as well as longstanding positions at Parke Avenue Service Corporation and First Federal Savings Bank. He is also active as an insurance sales agent. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm manages assets through both non-discretionary and discretionary programs, emphasizing a predominance of non-discretionary management, and provides services such as third-party manager selection and qualified plan consulting.

David Bossov is a financial advisor at Quartz Partners Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Wells Fargo Clearing Services, and Fifth Third Bank. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries through model-based investment management, combining top-down macro analysis with bottom-up stock selection across distinct portfolio series. The firm manages accounts on a discretionary basis and delivers models via multiple channels, supported by ongoing committee oversight.

Mark Fleming is a CFP® with eight years of industry experience, currently serving as a financial advisor at Compass Financial Management LLC. His prior roles include positions at Paradigm Wealth Management, Sentinus, LLC, and Topel Formon LLC. He holds limited partnership interests in real estate developments inherited from his family. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

Matthew Reinhardt is a CFA® charterholder affiliated with Merit Financial Advisors and has one year of industry experience. His prior roles include positions at Biggs Mansion and CIBC Private Wealth, as well as experience with DePaul University Athletics. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach supported by an internal investment management team and offers a range of account arrangements and financial-wellness programs.

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 credentials and has worked at firms including Commonwealth Financial Network, Grove Point Advisors, and LPL Financial. She is also the owner of Mann Financial Group, LLC, a private entity facilitating securities, advisory, and insurance business. 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 programs, managing a predominance of non-discretionary assets, and provides services such as qualified plan consulting and third-party manager oversight.

Ryan Birch is a CFP® with 24 years of industry experience. He joined Kingsview Wealth Management, LLC in 2025 after spending 23 years at Edward Jones. His other business activities include managing a rental property in Barrington, Illinois. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. It offers financial planning and asset management through a combination of in-house strategies, third-party managers, and alternative investments across various portfolio types.

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.

Jeffrey Spokas is a financial advisor at Forum Financial Management, LP with three years of industry experience. He holds a Series 65 credential and has worked at Forum Financial since 2023. In addition, he is the principal of Spokas & Associates CPAs LLC, an accounting and tax services firm he has operated since 2018. Prior to these roles, he was employed at Keeley Construction Inc. from 2014 to 2018. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan advisory services, with an emphasis on model asset-allocation portfolios using institutional mutual funds, ETFs, and separate managed accounts, along with back-office and sub-advisory services for independent advisors and RIAs.

Kelly Hene is a CFP® with 27 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2012. Her prior roles include positions at Morgan Stanley and Citigroup Global Markets. Outside of advisory work, she is involved in a fixed insurance business. 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, emphasizing a predominance of non-discretionary assets in its offerings.

Gerald King is a financial advisor at Pure Financial Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Goldman Sachs Wealth Services and Fairhaven Wealth Management. Pure Financial Advisors, LLC serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm applies academic investment frameworks and offers specialized services such as pension consulting and donor-advised fund management.

Lou Ann Lisack is a financial advisor at Forum Financial Management, LP with 12 years of industry experience. She holds a Series 65 designation and has worked at Forum Financial Management since 2014. In addition, she operates Tax & Financial Solutions, Inc., a tax and accounting firm, where she performs tax and accounting returns. Forum Financial Management provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and primarily implements them with institutional mutual funds and ETFs, offering a range of services including portfolio management, financial planning, and sub-advisory support to independent advisors and RIAs.

John Burkhardt is a financial advisor with Pure Financial Advisors, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Pure Financial Advisors is a large registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing a financial-planning-centered approach grounded in academic frameworks such as modern portfolio theory and tax-aware asset location.

Jeffrey Kinzler is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior work includes roles at Securities Service Network, Inc. and Northwestern Mutual Investment Management. Outside of his advisory work, he is involved in the sales and service of fixed life insurance and related products through his role with a retirement services group. LaSalle St. Investment Advisors provides 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 programs, utilizing a diversified mix of mutual funds, ETFs, equities, fixed income, and options.

Steven Cook is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding a Series 66 credential with 10 years of industry experience. His prior work includes roles at Edward Jones and IPAVA State Bank. Cook is also involved with Fortress Insurance Services Inc. in a fixed insurance capacity. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a range of clients, including individuals, trusts, pension plans, and small businesses. The firm offers both non-discretionary and discretionary management programs, with a notable emphasis on non-discretionary assets under management.

Christopher Sacco is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 22 years of industry experience. He holds the ChFC® designation and has held roles at Comprehensive Asset Management & Servicing, Inc., Retirement Planning Specialists, Inc., and Securities America Advisors, Inc. Outside of his advisory role, he is also an insurance agent assisting with fixed and indexed annuities. LaSalle St. Investment Advisors provides 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 management, utilizing a range of asset classes and third-party managers, with a notable emphasis on non-discretionary asset management.

Gerri Michalski is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Michalski has worked at LaSalle St. Securities, L.L.C. since 1999. Outside of her advisory work, she is involved in travel planning as an outside sales agent for a travel agency. 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 managed programs, with a notable emphasis on non-discretionary asset management.

Benjamin Carlson is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Brighthouse Securities, LLC and METLIFE Investors Distribution Company. Outside of his advisory role, Carlson serves as an alpine ski coach during the winter months. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages assets primarily on a discretionary basis, using both advisor-driven and proprietary rule-based model allocations, and integrates its services with affiliated financial businesses and product channels.

Zachary Craggs is a financial advisor at Capital Analysts with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lincoln Investment since 2016, along with a brief tenure at Berlin Packaging. Capital Analysts serves a diverse client base that includes retail and institutional investors such as high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.