Gail Kaczmarowski is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with three years of industry experience. She holds the Series 66 designation and has previous work experience at M-G Financial, Inc. and PricewaterhouseCoopers. Kaczmarowski also operates Kaczmarowski & Haas Accounting Group LTD, providing tax preparation, advisory, and accounting services. Berthel, Fisher & Company Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a network of independent investment adviser representatives. The firm delivers advice via multiple platforms and models tailored to client needs, including discretionary and non-discretionary management and third-party money manager arrangements.

William Mosler Jr. is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2011. Mosler is also managing partner of Mosler Wealth Management, an S corporation organized for tax purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs an in-house investment management team using proprietary screening processes and offers a range of discretionary and non-discretionary portfolio management services.

James Steinbrenner is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Saxony Securities and Steinbrenner Financial Group. Outside of his advisory role, he serves as a director for Heartland Organization Ltd., where he assists with seminars and estate planning referrals. 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 programs, utilizing a range of investment vehicles and third-party manager oversight.

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.

Benjamin Feltes is a CFP® professional with nine years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2019. His prior work includes roles at Heartland Investment Associates, LaSalle St. Securities, and Hyvee Corp. He also serves as a board member of Journey Sports, Inc. and is 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 plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, including the LaSalle St. Asset Management Program (LAMP), and manages approximately $3.9 billion in non-discretionary assets alongside discretionary portfolios.

Robert Greulich is a financial advisor at VestGen Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. He maintains dual registrations with OneDigital and Osaic Wealth, Inc. during a transitional period. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients with services including discretionary and non-discretionary investment management, financial planning, and retirement plan solutions, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

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. with seven years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience 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 individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable predominance of non-discretionary assets under management.

Marc Horner is a CFP® with 25 years of industry experience currently working at Pure Financial Advisors, LLC. He has previously worked at Fairhaven Wealth Management, LLC and Triad Advisors, Inc. Outside of advising, he is president of HighTide Media LLC, which focuses on financial education and produces licensed video content under the trademark "Million Dollar Cup of Coffee." Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and retirement plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory and tax-aware strategies.

Rafia Hasan is a CFP®, CFA®, and holds a Series 66 license with 11 years of industry experience. She is currently with Perigon Wealth Management, LLC and has previously worked at Wipfli Financial Advisors, LLC and Hewins Financial Advisors LLC. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Patrick Wagner is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 65 and Series 63 credentials and six years of industry experience. His work history includes roles at KT Colors, Devo Inc, VoltDb, Inc, and HPE Vertica. Outside of finance, he owns KT Colors, a custom framing and art supply retail store. 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 diverse asset mix and third-party manager oversight.

Donald Wade is a CFP®-designated financial advisor with 47 years of industry experience. He is currently with Capital Analysts and previously worked at Lincoln Investment for nine years and Legend Equities Corporation for 28 years. Wade is the president of his own S Corporation, Donald E. Wade, CFP, Inc., which he uses for tax and accounting purposes. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management through various programs and custom solutions. The firm’s investment decisions are guided by an in-house team using proprietary screening tools and provide a range of advisory services with varying degrees of discretionary authority.

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. He holds a Series 66 credential and has 17 years of industry experience. His prior roles include positions at Securities America Advisors and Invest Financial Corporation. Outside of advising, he is involved in insurance sales, focusing on life and disability insurance. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, and small businesses. The firm offers both non-discretionary and discretionary portfolio management programs and emphasizes a predominance of non-discretionary assets under management.

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.

Alfred Marwede is a financial advisor at Forum Financial Management, LP with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Forum Financial Management since 2012. Outside of his advisory role, he is a member of F.A.M. LLC, which provides management services under a service agreement with Forum Financial Management. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, utilizing model portfolios aligned with Modern Portfolio Theory and a mix of institutional mutual funds, ETFs, and fixed income strategies.

Andrew Palomo is a CFP® with 17 years of industry experience and is currently affiliated with LaSalle St. Investment Advisors, L.L.C. His prior roles include positions at Arbor Point Advisors, Osaic Advisory Services, and LPL Financial. He serves as a board member at large for the American Legion Post 42 Charitable Foundation. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, estates, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Jose Hauad III is a financial advisor at IHT Wealth Management LLC with 21 years of industry experience. He holds a Series 66 designation and has been with IHT Wealth Management and LPL Financial since 2015. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection combined with quantitative tools and diversified model portfolios, and it offers a range of services including discretionary asset management and ERISA plan consulting.

Shaun Eck is a financial advisor at Realta Investment Advisors, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Private Wealth Services, Bank of America, Merrill, and Cetera Investment Services. Outside of his advisory role, he is the owner of Quantas Group, LLC, which provides marketing and advisory services related to tax benefits through life insurance products. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm employs a comprehensive investment approach utilizing asset allocation across multiple asset classes and provides services such as portfolio management, retirement plan consulting, and estate planning.