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.

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.

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 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.

Eric Mesko is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Triad Advisors, LPL Financial, and Waddell & Reed. He serves on the board of Bartlett Learning Centers, a school for children with mental challenges. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a blend of analytical approaches and third-party managers.

Jaime Herrera is a financial advisor at Alera Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Securities LLC and B. Riley Wealth Management. Herrera currently serves as a senior investment service coordinator within the Alera Group. Alera Investment Advisors, LLC 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 long-term investment orientation.

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.

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.

Alex Schoenbrun is a financial advisor with Lifemark Securities Corp. and holds a Series 66 designation. He has 2 years of industry experience and has been with Lifemark Securities since 2013. In addition to his advisory role, he is also involved with Midwest Benefit Consultants, Ltd., where he works as an independent insurance agent and pension administrator, focusing on life, disability, long-term care, and group insurance, as well as fixed annuities and 401(k) profit-sharing plan design and servicing. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors. The firm offers customized investment solutions including Unified Managed Accounts, Separately Managed Accounts, and other portfolio management programs, with a suitability-driven approach and accounts managed on either a discretionary or non-discretionary basis.

Christopher Lynn is a financial advisor at Integrated Advisors Network LLC with 19 years of industry experience. He holds a Series 65 designation and has operated JC Investment Management as a DBA since 2005. Integrated Advisors Network is an SEC-registered multi-team investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a combination of fundamental and quantitative analysis within a risk-profile framework and frequently uses third-party sub-adviser platforms to implement client strategies.

William Davis is a Certified Financial Planner® (CFP®) with seven years of experience at Forum Financial Management, LP, where he has been employed since 2015. He serves as Treasurer for the Lake Eleanor Estates Homeowners' Association, overseeing finances and managing expenditures. 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 acts as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Stanley Nieminski is a financial advisor at Fortis Capital Advisors, LLC with 35 years of industry experience. He holds the CFP® and PFS™ designations and has worked at firms including Clearpath Financial LLC and Cetera. In addition to his advisory role, he is president of a mortgage brokerage and provides tax and accounting services through his CPA firm. Fortis Capital Advisors offers investment advisory and financial planning services to individuals, trusts, businesses, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Joseph De Marco is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with eight years of industry experience. He holds a Series 65 designation and has worked at LaSalle St. Securities, LLC and Forum Financial Management, LP. Outside of his advisory role, De Marco is the founder and owner of Elevate CPA Group and a partner at DeMarco Sciaccotta Wilkens & Dunleavy, LLP, both tax and accounting firms. 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 offers both discretionary and non-discretionary asset management using a range of strategies and investment vehicles, with a notable emphasis on non-discretionary accounts.

Robert Yarosz is a financial advisor with World Equity Group, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including long-term roles at World Equity Group since 1997 and World Lending Group since 2002. Outside of his advisory work, he is involved in real estate rental management through Arlington Ventures. World Equity Group serves individual and high-net-worth clients, business entities, non-profits, and financial institutions, offering a range of portfolio management and advisory services. The firm employs both model-based and customized investment approaches and manages approximately $945 million in assets.

John Adam is a CFP® and Series 63 licensed advisor with 28 years of experience. He has been with Forum Financial Management, LP since 2002 and also has experience at Spokas & Associates CPA's LLC and Forum Tax & Accounting Services LLC. Adam is involved in insurance sales as a sole proprietor and participates in real estate management through two LLCs. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm employs Modern Portfolio Theory in constructing model portfolios primarily using institutional mutual funds and ETFs, and it offers a broad range of discretionary and non-discretionary portfolio management and financial planning services.

Edward Luebe is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities LLC since 2015 and Heartland Investment Associates, Inc. since 1990. Outside of advisory services, he is involved in fixed insurance activities. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations, offering fee-based financial planning and a range of portfolio management services. The firm employs both discretionary and non-discretionary asset management strategies using diverse investment vehicles and is notable for its predominance of non-discretionary assets and use of fee-sharing and co-advisor arrangements.

Mary Heil is a financial advisor at Simplicity Wealth with seven years of industry experience. She holds a Series 65 designation and has previously worked at Ehlert Financial Group and Protected Tomorrows. Outside of her advisory role, she serves as a Corporate Operations Manager at Protected Tomorrows and holds a Notary Public Commission. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as technology and operational services for other advisers through its managed account platform.

Cameron Crone is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Odessa, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Avantax Investment Services and Troy Chesnut & Associates, where he also assists with accounting and tax preparation services. 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 manages a significant portion of assets on a non-discretionary basis.

James Kim is a financial advisor at VestGen Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Penn Mutual Life Insurance Company and Ohio National Financial Services. Kim serves as a board member and Treasurer for New Community Outreach, a nonprofit organization focused on supporting youth and the community in Bronzeville, Chicago. VestGen Advisors, LLC manages approximately $6.66 billion for over 22,000 clients across 53 advisors, offering discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm employs a client-specific approach using fundamental, technical, and quantitative analysis and serves a broad client base including institutional investors.