Monica Campbell is a financial advisor at LaSalle St. Investment Advisors, L.L.C. She holds a Series 66 designation and has three years of industry experience. Her prior roles include positions at OSAIC and Securities America, Inc. Monica is based in Elmhurst, Illinois. 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 substantial portion of assets on a non-discretionary basis.

June Dinardo is a financial advisor with Arkadios Wealth Advisors in Barrington, IL, holding Series 63 and Series 65 designations and 16 years of industry experience. She has worked at Arkadios Capital since 2024 and Wayne Hummer Investments since 2008. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, a wrap program, third-party money managers, and financial planning. The firm supports discretionary account management through its internal portfolio team and employs fundamental, technical, and cyclical analysis in its investment approach.

Ursula Daley is a financial advisor at VestGen Advisors, LLC with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Commonwealth Financial Network and LPL Financial. Outside of advisory work, she is a partner in a real estate investment LLC. VestGen Advisors, LLC is a multi-team registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm employs a range of analytical methods and may utilize third-party managers or affiliate strategies to implement client portfolios.

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.

Melin Gonzalez is a financial professional with eight years of industry experience, currently with Capital Analysts. She holds a Series 66 designation and has previously worked at Lincoln Investment and La Jefa LLC. Gonzalez volunteers with a fitness center owned by her husband, assisting with marketing and digital media. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management through proprietary models and access to third-party managers. The firm maintains a close affiliation with Lincoln Investment and manages approximately $8.8 billion across several hundred advisors.

Kenneth Loebel is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Madison Avenue Securities since 2013. Outside of his advisory role, he serves as an adjunct faculty instructor at Judson University and is also active as a musician, performing as a keyboardist. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of services including pension consulting and college-savings assistance. The firm manages approximately $2.0 billion for nearly 14,000 clients and employs a variety of portfolio management strategies through multiple platforms and third-party manager relationships.

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 long-term roles at Securities America Advisors and Parke Avenue Service Corporation, and he is also involved in insurance sales as an agent. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, pension plans, and small businesses, offering both non-discretionary and discretionary management programs with a notable emphasis on non-discretionary assets.

Christopher Wyzgowski is a financial advisor at Capital Analysts with 23 years of industry experience. His prior roles include 15 years at VALIC Financial Advisors and recent positions at Agia and Lincoln Investment. He holds Series 63 and Series 66 licenses. Wyzgowski is also involved in insurance sales, including life and long-term care insurance. Capital Analysts serves a diverse client base including individuals, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management with access to third-party managers and ERISA retirement plan advisory services. The firm uses an in-house Investment Management & Research team and proprietary screening processes to guide investment decisions.

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.

David Hennings is a financial advisor with StoneX Advisors Inc. in Oak Park, IL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with StoneX Advisors since 2015 and StoneX Securities since 2014. Outside of his advisory role, he serves as assistant treasurer for the Cedar Point Parks Association homeowners association. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of independent advisors, in-house teams, and multiple account structures to implement investment strategies through proprietary and third-party managers.

Bruce Berman is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Bright Futures Wealth Management, LLC. He is also the owner of Lifetime Financial Group, LLC, an independent financial professional firm. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis tailored to clients’ objectives and risk tolerances.

Matthew Reinhardt is a CFA® charterholder affiliated with Merit Financial Advisors in Mount Prospect, IL. He has prior experience at Biggs Mansion, CIBC Private Wealth, CIBC Bank USA, and DePaul University Athletics. Reinhardt joined Merit Financial Advisors in 2026. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm offers coordinated wealth-management services focused on long-term, diversified portfolios supported by an internal Investment Management team and customizable investment models.

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 and Grove Point Advisors. Mann is the owner of Mann Financial Group, LLC, a private entity involved in securities, advisory, and 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 managed programs and is notable for its predominance of non-discretionary assets under management.

Ryan Birch is a CFP® professional with 24 years of industry experience. He has been with Kingsview Wealth Management, LLC and Kingsview Partners, LLC since 2025, following a 23-year tenure at Edward Jones. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management, model strategies, and access to third-party managers and alternative investments.

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.

Ross Cohen is a CFP® with 12 years of industry experience. He currently serves at Ritholtz Wealth Management and Bartlett Wealth Management, having also worked at Ausdal Financial Partners, Nadler Financial Group, and B.C. Ziegler and Company. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients through comprehensive 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 alongside tactical overlays and alternative investments where appropriate, and offers both advisor-led and digital platforms for portfolio management.

Linda Diebold is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc. in Bloomingdale, IL, where she has worked for 27 years. Her industry experience spans 34 years, including roles at Honkamp Krueger Financial Services and her own firm, Diebold & Associates. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, charitable organizations, and businesses. The firm utilizes style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies, working primarily through a network of CPA firms and registered Advisor Representatives.

Mitchell Dudley is a financial advisor with Kinetic Investment Management, Inc., holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Kinetic, he worked in various roles including sales consulting and positions at SWYFT Solutions and Tegus. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and sub-advisory services. The firm employs diverse analytical methods and a primarily long-term trading approach, offering access to a broad range of asset types, including higher-risk investments when appropriate.

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®-certified financial advisor with 27 years of industry experience, currently with LaSalle St. Investment Advisors, L.L.C. since 2012. She holds Series 63 and Series 65 licenses and is based in Elmhurst, IL. Outside of her advisory role, she is involved in fixed insurance activities. 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, utilizing a mix of asset classes and third-party managers, with a notable predominance of non-discretionary assets under management.