Caitlyn Karl is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and nine years of industry experience. She has worked at LaSalle St. Investment Advisors and LaSalle St. Securities since 2021 and previously spent five years with Merrill and one year at Forero-Pearson. 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, with a notable emphasis on non-discretionary assets compared to other large advisers.

Luke Adam is a CFP® with six years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2019. Prior to joining Forum, he worked at Jones Lange Lasalle and Orbitz Worldwide. 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, offering model portfolios and back-office services primarily using a Modern Portfolio Theory approach.

Ryan Peca is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Global View Capital Management since 2022. In addition to his advisory role, he is a senior customer success manager at OneStream Software, providing financial software services for the office of the CFO. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses quantitative and technical methods supported by its proprietary research platform to manage portfolios according to risk profiles and investment objectives.

James Coshun is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. He has been with LaSalle St. Securities, LLC since 2001. Outside of his advisory role, he is involved in fixed annuities, life insurance, and long-term care insurance businesses. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm uses a range of investment strategies, including both active and passive approaches, and manages a majority of assets on a non-discretionary basis.

Joseph Spokas is a CFP® and PFS™ credentialed advisor with 38 years of industry experience. He has been with Forum Financial Management, LP since 2002 and is also involved with Pinnacle Wealth Management, LLC and Spokas & Associates CPAs LLC. Outside of his advisory roles, he serves on the board of Lithotype, a custom packaging materials company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, utilizing model portfolios primarily implemented with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Kimberly Spence is a CFA® charterholder with nine years of industry experience. She has worked at Merit Financial Advisors since 2026 and previously held roles at Savant Wealth Management, Savant Capital Management, and Huber Financial Advisors. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services, emphasizing long-term, diversified portfolios managed through centrally overseen models, with flexibility for advisor customization.

David Walz is a CFP® and holds a Series 65 license with 28 years of industry experience. He has worked at CGN Advisors, LLC since 2023 and previously spent 19 years at Arcadia Financial Strategies, Inc. Walz serves on the Board of Regents and Finance Committee at Concordia University Chicago. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and offers services such as educational workshops, tax-return preparation, and pension consulting.

Susan Penno is a PFS™ credentialed advisor with Avantax Planning Partners, Inc. in Oak Brook, IL, bringing two years of industry experience. She is also the owner of Sassetti, LLC, a tax and accounting firm where she provides tax compliance and planning services. Additionally, she serves as a successor trustee for her husband's revocable trust. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, with an investment process overseen by an advisory committee.

Daniel Schlesser Jr. is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds the Series 66 designation and has one year of industry experience. Prior to joining LaSalle St., he worked at SageSure and Accenture. Outside of advising, he provides bookkeeping and accounting services for commercial properties through LaSalle St. Services, LLC. LaSalle St. Investment Advisors offers personalized financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary management programs, with a notable emphasis on non-discretionary assets under management.

Andrew Mccausland is a CFP® and ChFC® with 37 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2012 and also serves as President and Financial Advisor of The McCausland Group, where he provides financial planning, analysis, and advice. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial platforms.

Douglas Swanson is a Series 65-registered advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, with eight years of industry experience. He has worked at Zoller, Swanson & Co since 2007. Outside of advising, he is an officer of two non-investment related companies focused on tax preparation and financial coaching. 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 services. The firm employs both passive and active investment strategies across a variety of asset classes and manages a larger amount of assets on a non-discretionary basis.

Austin Righeimer is a CFP® and CFA® affiliated with NorthRock Partners, LLC, with two years of industry experience. His prior roles include positions at Northern Trust and Beacon Pointe Advisors LLC. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, and private funds. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation and diversification, managing portfolios through discretionary and non-discretionary strategies that include both public and private market investments.

Robert Karstenson is a financial advisor with Ausdal Financial Partners, Inc., holding Series 65 and Series 63 designations and bringing 11 years of industry experience. He has been with Ausdal Financial Partners since 2014 and also operates Karstenson Financial Services. In addition to his advisory role, he is an insurance sales agent focusing on life, health, and accident insurance. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored at the advisor level and accounts managed on discretionary or non-discretionary bases.

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.

William Goldsberry II is a financial advisor with Ausdal Financial Partners, Inc. in Schaumburg, IL, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Ausdal in 2020, he worked at Equitable Advisors and Axa Advisors, LLC, and was affiliated with BCH Wealth Management and the University of Mississippi. He also assists advisors with insurance product sales as an insurance agent. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of about 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across various asset classes, combining in-house and third-party management with brokerage and insurance services.

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 advisor with Capital Analysts, holding a Series 66 designation and eight years of industry experience. Her prior work includes positions at Lincoln Investment and La Jefa LLC. She volunteers at a local 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, trusts, and corporate clients. The firm employs discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary screening processes, with a model emphasizing advisor-provided consultation tailored to client needs.

Kenneth Loebel is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 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 performs as a keyboardist and musician. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a variety of portfolio management, financial planning, and consulting services through a broad network of investment adviser representatives.

Lawrence Grill is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities America Advisors since 2014, as well as with Parke Avenue Service Corporation and First Federal Savings Bank since 1989. Outside of advisory work, he is also active as an insurance sales agent. 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 various asset classes, managing predominantly non-discretionary assets and offering access to third-party managers and wrap-fee platforms.