Eric Mesko is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 65 credentials and with 22 years of industry experience. His prior roles include positions at Triad Advisors, LPL Financial, and Waddell & Reed among others. Outside of his advisory work, he serves on the Board of Directors for Bartlett Learning Centers, a school for mentally challenged children. 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 utilizing third-party managers and home office investment strategies.

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 with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LaSalle St. Investment Advisors since 2009 and has worked at the affiliated firm LaSalle St. Securities since 2003. 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 management approaches and oversees a notable asset mix favoring non-discretionary services.

Jessica Haages is a financial advisor with Forum Financial Management, LP, holding a Series 66 designation and nine years of industry experience. Her prior work includes roles at Cetera Investment Services, Resource Bank, and Raymond James & Associates. Outside of her financial advisory career, 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 employs model asset-allocation portfolios based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and separately managed accounts, and offers back-office and sub-advisory services 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 Series 65-licensed advisor with Integrated Advisors Network LLC, based in Oak Park, IL, and has 20 years of industry experience. He has operated under the DBA JC Investment Management since 2005. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm uses a range of investment approaches and third-party sub-adviser platforms to implement client plans, emphasizing portfolio management, financial planning, and related consulting services.

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 CFP® and PFS™ with over 35 years of experience in financial advisory and accounting. He is currently with Fortis Capital Advisors, LLC and has held prior roles at Clearpath Financial LLC, Nieminski Robbins & Associates, and Cetera. In addition to his advisory work, he is president of a mortgage brokerage firm and owns a tax and accounting services business. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, and institutional clients. The firm offers customized portfolio management and planning services with a flexible approach that incorporates passive, active, tactical, and ESG-aware strategies, supported by sub-advisors and specialist strategies.

Joseph De Marco is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 65 designation and eight years of industry experience. He has worked at LaSalle St. Securities, LLC, and Forum Financial Management, LP, and is also a founder and owner of Elevate CPA Group, providing tax and accounting services. In addition, he is a partner at DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a tax and accounting firm. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs both discretionary and non-discretionary approaches, notably managing a predominance of non-discretionary assets through its LaSalle St. Asset Management Program (LAMP).

Robert Yarosz is a ChFC® credentialed financial advisor with 36 years of industry experience, currently affiliated with World Equity Group, Inc. since 1997. Prior to and alongside his tenure at World Equity Group, he has also worked with World Lending Group and the Connecticut General Life Insurance Company. Outside of his advisory roles, he is involved in occasional sales of long-term care and life insurance products. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, and various institutional entities. The firm offers managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management, financial planning, and third-party money managers to implement asset allocation and investment strategies.

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 with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and 65 licenses and bringing 38 years of industry experience. He has worked at LaSalle St. Securities LLC since 2015 and Heartland Investment Associates, Inc. since 1990. Outside of his advisory role, he is involved in a fixed 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 significant proportion of assets on a non-discretionary basis.

Mary Heil is a Series 65-licensed financial advisor at Simplicity Wealth with seven years of industry experience. She has worked at Simplicity Wealth and Protected Tomorrows, where she also serves as a corporate operations manager. Additionally, she 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 other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a range of advisory and operational services including a managed account platform and third-party model manager oversight.

Cameron Crone is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with five years of industry experience. He holds a Series 66 designation and has worked at LaSalle St. Investment Advisors since 2022. Outside of his advisory role, he is involved with Troy Chesnut & Associates, assisting clients with accounting services and tax preparation. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a mix of asset-allocation models, mutual funds, ETFs, equities, fixed income, and options.

James Kim is a financial advisor at VestGen Advisors, LLC with 20 years of industry experience. His career includes roles at Penn Mutual Life Insurance, Ohio National Financial Services, THE O.N. Equity Sales Company, and other firms. He serves as a board member and Treasurer of New Community Outreach, a nonprofit organization focused on youth and community in the Bronzeville area. VestGen Advisors 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, using third-party managers and proprietary funds to serve a diverse client base including retail, institutional, and governmental entities.

Karoline O'Connor is a financial advisor with Gladstone Wealth Partners in Schaumburg, IL, holding Series 63 and Series 65 credentials and nearly three decades of industry experience. Her prior roles include 14 years at UBS Financial Services and five years at LPL Financial. 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 investment approaches and is notable for its integration of retirement plan services and institutional manager relationships.

Edward Meisenheimer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LaSalle St. Investment Advisors since 2011. Outside of his advisory work, he oversees medical insurance for missionaries through GOMISSIONTRIP.COM and is the founder of 59ANDAHALF.COM, a marketing venture targeting individuals aged 59.5 and advisors. 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 utilizing a mix of asset classes and manager selection strategies.

Michal Martinek is a financial advisor at Forum Financial Management, LP with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Charles Schwab and Terra Investors LLC. 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 independent RIAs, managing portfolios primarily with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Joshua Robinson is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at several firms including Purshe Kaplan Sterling Investments and PR Wealth Management Group, Inc. Robinson serves on the board of directors of Short Hills Country Club, a nonprofit organization. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers portfolio management and financial planning, primarily implementing model asset-allocation portfolios using institutional mutual funds and ETFs, and supports other RIAs through its turn-key asset-management platform and back-office services.