John Rowoldt is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. His prior work includes roles at firms such as Voya Financial Advisors, Robinhood Financial, U.S. Bancorp Investments, Bank of America, and Merrill. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and planning services, with a notable emphasis on international investing and management of pooled-vehicle accounts.

Christopher Sagan is a CFP® professional with 13 years of industry experience. He is affiliated with Gladstone Wealth Partners in Schaumburg, IL, where he has worked since 2021. His prior experience includes positions at UBS Financial Services. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with investment approaches tailored at the advisor level.

Timothy Stringer is a CFP® professional with seven years of experience in financial advising. He has worked at JMG Financial Group Ltd since 2019, and prior to that, he was with Zuckerman Investment Group and Wells Fargo & Co. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and financial and retirement consulting. The firm employs a planning-based, long-term investment approach with strategic asset allocation and utilizes a range of investment vehicles including ETFs, mutual funds, individual equities, fixed income, and private investments.

Vincent Pack is a CFP® professional at Waverly Advisors, LLC with eight years of industry experience. He has previously worked at Christopher Financial Group, LLC, Wolfpack Capital, LLC, and New York Life-related entities. Outside of his advisory role, he operates insurance brokerage businesses under the names Wolfpack Capital and Christopher Financial Group, focusing on non-registered insurance products. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management.

William Mosler Jr. is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2011. Outside of advising, he is the managing partner of Mosler Wealth Management, an entity established for tax and accounting purposes. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

James Steinbrenner is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and with 36 years of industry experience. His prior work includes roles at Saxony Securities and National Planning Corporation. Outside of his advisory work, he serves as a director of Heartland Organization Ltd., where he assists with seminars and refers individuals to attorneys for estate planning. LaSalle St. Investment Advisors provides personalized, 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, manages third-party managers, and utilizes a predominance of non-discretionary assets in its multi-team advisory approach.

Nedal Halawa is a ChFC® credentialed financial advisor with 27 years of industry experience, currently affiliated with Forum Financial Management, LP in Lombard, IL. He has served at Pinnacle Wealth Management, LLC and Forum Financial Management since 2018, and owns Healthcare Services of Illinois, a health insurance business. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily employing institutional mutual funds and ETFs, and supports other RIAs through its turn-key asset-management platform and back-office services.

Brian Lee is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and The Prudential Insurance Company of America. Lee is also a full-time sales agent at Western & Southern Life. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring third-party money managers, with supplemental recommendations of individual securities based on fundamental analysis.

Nicholas Garth is a CFP® professional with one year of industry experience, currently serving at JMG Financial Group Ltd. His previous work includes roles at the University of Dayton and Saint Viator High School prior to joining JMG Financial Group. JMG Financial Group provides wealth management, portfolio management, and financial consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm uses a planning-based, long-term investment approach with strategic asset allocation and varied investment vehicles, including ETFs, mutual funds, equities, fixed income, and alternative investments.

Benjamin Feltes is a CFP® with nine years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. since 2019. His prior work includes roles at Heartland Investment Associates and LaSalle St. Securities, LLC, as well as at Hyvee Corp. He is a board member of Journey Sports, Inc. and co-owner of Fortress Co. LLC. 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 approaches, including the non-discretionary LaSalle St. Asset Management Program (LAMP) and managed programs utilizing asset-allocation models, third-party manager selection, and a range of investment vehicles.

Michelle Rozsypal is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd since 2005. She practices in Downers Grove, IL, and has focused her career at JMG Financial Group. JMG Financial Group provides wealth management, portfolio management, and financial consulting to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach with strategic asset allocation and utilizes a variety of investment vehicles including ETFs, mutual funds, equities, fixed income, and alternative investments, supported by in-house tax consulting and private fund advisory services.

Robert Greulich is a financial advisor at VestGen Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, and Triad Advisors. 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 and serves a diverse client base including institutional investors and other advisory firms.

Robert Geller is a financial advisor at Arete Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Securities America Advisors and Primerica. Outside of advisory roles, he also provides life insurance and annuities services through Personal Financial Strategies, Inc. Arete Wealth Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, pensions, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary model-based portfolio management and integrates affiliated financial businesses and product channels into its offerings.

Foster Manierre is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63, Series 66, and Series 65 designations with seven years of industry experience. His prior work includes roles at Morningstar, RBC Capital Markets, Bank of America, and Merrill. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a range of clients including individuals, trusts, and charitable organizations. The firm offers both non-discretionary and discretionary managed programs, utilizing a mix of asset-allocation models and third-party manager oversight.

Marc Horner is a CFP® professional with 25 years of industry experience, currently serving at Pure Financial Advisors, LLC. His prior roles include positions at Fairhaven Wealth Management, Triad Advisors, UBS Financial Services, and Merrill. Outside of advising, he is president of HighTide Media LLC, a financial education company that produces licensed video content under the trademark "Million Dollar Cup of Coffee." Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive planning and discretionary portfolio management services.

Patrick Wagner is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with six years of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, Wagner is the owner of KT Colors, a custom framing and art supply retail store 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 management programs, utilizing a range of investment vehicles and a predominance of non-discretionary assets.

John Stitt Jr. is a financial advisor at World Equity Group, Inc. with 34 years of industry experience. He holds a Series 63 designation and has been with World Equity Group since 2002. In addition to his advisory work, he operates an independent insurance agency focused on business group health, dental, life, long-term care, and disability insurance. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and corporations. The firm offers managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management, financial planning, and third-party money managers.

Scott Uebelhoer is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and 17 years of industry experience. His prior roles include positions at Securities America Advisors, Invest Financial Corporation, and Guardian Life. Outside of his advisory work, he is involved in insurance sales focusing on life and disability products and manages a holding company related to an outside business activity. 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, with a notable focus on non-discretionary asset management, employing asset-allocation models and a diversified mix of investment vehicles.

Kyle Schroeder is a CFP® with six years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2020. Prior to joining Forum, he worked at Prospect Partners and Merrill. 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 independent RIAs, utilizing model asset-allocation portfolios managed primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Kyle Holben is a financial advisor at Alera Investment Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Triad Advisors, New York Life Insurance Company, and Nylife Securities LLC. Outside of finance, he is a co-owner of an automotive detailing business. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension-consulting platforms in its advisory services.