Mitchell Hamer is a CFP® with 11 years of industry experience, currently affiliated with Stratos Wealth Advisors LLC. His prior roles include positions at Kovitz Investment Group Partners, Kovitz Securities, and Asset Management Group LTD. Outside of his advisory work, he is a managing member of Intersectling Wealth, LLC, a registered investment advisory firm. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of mostly independent investment advisory representatives. The firm employs a range of advisory programs and leverages both affiliated and third-party subadvisers to deliver tailored investment solutions.

David Rogers is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 66 designations and has 27 years of industry experience. His prior work includes roles at LPL Financial and Greenbridge Strategies LLC. Outside of his advisory practice, he is involved with Jamieson Financial Services, where he assists investment advisors at Wells Fargo in designing and implementing life insurance solutions. 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, combining discretionary investment management with financial planning and insurance advisory, supported by multiple platform providers and model portfolios.

Patrick Kearney is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with six years of industry experience. He holds a Series 66 designation and has professional experience including seven years at the University of Chicago. 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 investment management, utilizing asset-allocation models and a mix of mutual funds, ETFs, equities, fixed income, and options.

Joseph Emme is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Purshe Kaplan Sterling Investments, The Pinnacle Financial Group, and Commonwealth Financial Network. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices, managing about $23.9 billion in assets. The firm offers coordinated wealth-management services with a focus on long-term, diversified portfolios supported by an internal Investment Management team and Investment Committee.

Anne Morrissy is a CFA® charterholder with 21 years of industry experience. She is currently with Gamco Asset Management Inc. and has been associated with Gabelli & Company, Inc. since 1999 and G.distributors, LLC since 2012. Gamco Asset Management Inc. provides discretionary investment management and sub‑advisory services to a diverse client base, including institutional investors, private clients, and less common categories such as sovereign wealth funds and banking institutions. The firm employs a value-driven investment process supported by fundamental research and offers a range of customized institutional and separate-account strategies.

David Kudo is a financial advisor with First Advisors National, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western Southern Life, Royal Alliance Associates, and Jhfn Sii. He has been retired since 2021. First Advisors National manages discretionary assets primarily for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers, supplemented by fundamental analysis of individual securities, and typically manages accounts on a discretionary basis.

Sherwin Shenfeld is a financial advisor with WORLD EQUITY GROUP, Inc. He holds the PFS™ designation and Series 63 license and has 39 years of industry experience. In addition to his advisory role, he is president of Shenfeld & Co, Ltd, a CPA firm, and president of Mervana, Inc., an art dealing business. WORLD EQUITY GROUP provides investment advisory and brokerage services to individuals, high-net-worth clients, business entities, nonprofit organizations, and financial institutions. The firm employs a mix of model-based and customized investment approaches and offers a range of portfolio management and retirement plan advisory services.

Thomas Chrobak is a financial advisor at Gradient Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Gradient Advisors since 2022. Prior to that, he was associated with MC2 Wealth and SGL Financial, and he also owns an educational consulting business, Plan on College. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a broad range of clients including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to customize client strategies.

Christopher Burke is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Apollon Wealth since 2020 and previously held roles at Podesta Capital Advisors, LLC, Podesta & Co., and J.P. Morgan Securities. Burke is also the managing partner at Podesta Capital Advisors, an Illinois-registered investment advisory firm. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management and financial planning. The firm combines centrally managed strategies with local portfolio oversight, utilizing fundamental and tactical approaches along with tax-aware tools and engaging independent sub-managers for certain mandates.

Stephen Meskan is a financial advisor with CL Wealth Management LLC in Chicago, IL, holding Series 63 and Series 66 licenses and 35 years of industry experience. He has worked at firms including Meskan Capital, Cabot Lodge Securities LLC, Purshe Kaplan Sterling Investments, Inc., FourStar Wealth Advisors, LLC, and Feltl & Company. He is president of Meskan Capital, where he focuses on evaluating and educating clients about 1031 exchanges. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio advisory services, financial planning, third-party manager referrals, and client education, using tailored investment strategies based on fundamental and technical analysis.

Nicole Amore is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2025. Prior to joining Parallel, she worked at Falcon Wealth Planning, Inc., E*TRADE Capital Management LLC, E*Trade Securities LLC, and Morgan Stanley. She also serves as an adjunct professor of finance at multiple institutions, including Harper College, UCLA Extension, New York University, and John Carroll University. Parallel Advisors serves individuals, businesses, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis, and integrates held-away account management and adviser-only investment vehicles.

Philip Telpner is a financial advisor at Lifeworks Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase & Co. and Morgan Stanley. Philip is also dually registered with Breakout Private Wealth LLC. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with risk-based models and employs factor-based and smart-beta equity strategies, ETFs, and third-party managers, while integrating tax and accounting capabilities within its corporate group.

Bradley Miller is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 credentials with 20 years of industry experience. He has worked at LaSalle St. Securities, L.L.C. since 2006. Outside of his advisory role, he serves as president of Keystone Wealth Management, Inc., a business created for tax and accounting purposes related to self-employment. 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. The firm offers both discretionary and non-discretionary asset management using a variety of investment strategies and vehicles, with a notable emphasis on non-discretionary accounts.

Jason Briscoe is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has 24 years of industry experience. He has been with LaSalle St. Investment Advisors and LaSalle St. Securities since 2012. Outside of advising, he owns and operates a tax preparation business and an insurance agency. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm offers a variety of investment strategies and manages assets primarily on a non-discretionary basis.

Brian Kearns is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2019. His prior roles include positions at Twombly Asset Management LLC, Emberhouse, LLC, and Morgan Stanley. Outside of his advisory work, he is involved with the Illinois CPA Society as Co-Chair of the Personal Financial Planning Forum and serves as Treasurer for the Sons of the American Legion Post 42. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutions, trusts, and retirement plans by providing asset management, financial consulting, ERISA plan advisory, and other services, utilizing a combination of passive and active investment strategies tailored to client objectives.

Jacqueline Bulava is a financial advisor at LaSalle St. Investment Advisors, L.L.C. She holds a Series 66 designation and has seven years of industry experience. Her prior work includes roles at Osaic Advisory Services, Arbor Point Advisors, and CWM, LLC dba Carson Group Partners. Outside of advisory services, she is an independent life insurance agent and serves as Director of Operations for The Bulava Group, a real estate sales business. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs both active and passive investment strategies across a range of asset classes and is notable for managing a large portion of assets on a non-discretionary basis.

Braden Monahan is a financial advisor with Simplicity Wealth in Lincolnshire, IL, holding a Series 65 credential and two years of industry experience. His prior roles include positions at Ehlert Financial Group and several engagements with the University of Illinois. In addition to his advisory work, he presents and explains life insurance policies as a registered insurance agent. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios monitored and rebalanced regularly, along with optional overlays like tax optimization and customized screening.

Christa Madison is a CFP® and Series 63 licensed advisor at Ascentis Independent Advisors, LLC with two years of industry experience. Her prior roles include positions at Curi RMB Capital, Sebold Capital Management, Americana Financial Group, MML Investors Services, Inc., and MassMutual Financial Group. Outside of advising, she is involved as a soccer referee and partners with family members in a craft show business called Loom Designs. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing portfolios constructed from diverse public and private securities that are actively monitored and rebalanced.

Benjamin Packer is a financial advisor at Ritholtz Wealth Management in Chicago, IL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Ritholtz Wealth Management in 2025, he worked at Charles Schwab and Column Capital Advisors. Ritholtz Wealth Management serves individual and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance, using diversified low-cost ETFs along with tactical overlays and alternative investments.

Clay Hessel is a financial advisor at Alera Investment Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securian Financial Services, Minnesota Life, Triad Advisors, and GCG Financial. He is also involved in providing life insurance and protection solutions to clients. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a long-term, fundamentally driven investment approach and serves both retail investors and plan sponsors with discretionary portfolio management and ERISA-focused plan services.