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.

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.

Elliot Yablun is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 designations and offering 33 years of industry experience. He has been with World Equity Group since 2014 and is also the owner of Shiggies Vinyl, a business that involves buying and selling vinyl records online. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm offers managed portfolios using discretionary portfolio management combined with financial planning and access to third-party money managers.

Matthew Jamieson is a financial advisor with M HOLDINGS SECURITIES, Inc. in Northfield, IL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He is president of Jamieson Financial Services, LLC and Jamieson and Associates, Ltd., and serves as vice president of Jamieson Financial, a life settlement brokerage firm. Jamieson is also active in community organizations, serving on the board of the Greater North Shore Estate & Financial Planning Council and participating in the Cherry Scholarship Fund committee. M HOLDINGS SECURITIES, Inc. provides a range of advisory and brokerage services to individuals, retirement plans, charitable organizations, and businesses nationwide through independent Member Firms. The firm delivers investment management through financial professionals and third-party sub-advisors, offering various programs and ongoing monitoring tailored to client suitability.

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.

Dennis Tierney is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at LaSalle St. Securities, L.L.C. since 2005 and previously worked at Wells Fargo Clearing from 2001 to 2005. 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, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable emphasis on non-discretionary asset management.

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 with M HOLDINGS SECURITIES, Inc., holding Series 66, Series 63, and Series 65 licenses and bringing 17 years of industry experience. Her prior roles include positions at Jamieson Financial Services, Stout, RREEF America LLC, and DWS Investment Management Americas, Inc. She is based in Northfield, IL. 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 financial professionals. The firm offers a broad range of advisory and brokerage services, emphasizing suitability-based recommendations and ongoing portfolio monitoring within various investment management programs.

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.

Steven Hefter is a CFP® with six years of industry experience, currently serving as an advisor at Encompass More Asset Management LLC since 2022. Prior to this, he worked at Verity Asset Management and State Street Bank, and he is also involved with Appreciation Financial, where he sells insurance and annuity products. Additionally, Hefter consults for ERC Specialists, LLC, and provides business concierge services through Linqqs LLC. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for around 4,000 clients.

Jeffrey Gin is a CFP® with 24 years of industry experience, currently affiliated with Exodus Wealth, LLC. He has worked at Prosperity Wealth Management, Inc. since 2015 and has been associated with Fortune Financial Services Inc. since 2006. In addition to his advisory role, he is involved in tax preparation through his separate business activities. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans by providing asset management, financial planning, and consulting services. The firm manages discretionary portfolios using a variety of investment strategies and emphasizes tailored account supervision with regular reviews and rebalancing.

Kenneth Shotsberger is a financial advisor at Victory Financial Group with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors, Axa Advisors, and Allstate Insurance. Outside of advising, he is a minority silent partner and investor in Greenbuild Capital, LLC. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and integrates fundamental, cyclical, and behavioral analysis to construct diversified model portfolios.

Matthew Pope is an investment advisor representative at Latitude Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities, Inc. since 2009. In addition to his advisory role, he owns an accounting and tax business and is an independent insurance agent. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Daniel Cohen is a financial advisor with Thurston Springer Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Thurston Springer Financial, Nations Financial Group, Wells Fargo Advisors, and UBS Financial Services. Outside of advisory work, he serves as a tax consultant and also works occasionally as a DoorDash driver. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies supported by fundamental, technical, and cyclical analysis.