Steven Cook is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding a Series 66 credential with 10 years of industry experience. His prior work includes roles at Edward Jones and IPAVA State Bank. Cook is also involved with Fortress Insurance Services Inc. in a fixed insurance capacity. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a range of clients, including individuals, trusts, pension plans, and small businesses. The firm offers both non-discretionary and discretionary management programs, with a notable emphasis on non-discretionary assets under management.

Christopher Sacco is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 22 years of industry experience. He holds the ChFC® designation and has held roles at Comprehensive Asset Management & Servicing, Inc., Retirement Planning Specialists, Inc., and Securities America Advisors, Inc. Outside of his advisory role, he is also an insurance agent assisting with fixed and indexed annuities. 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 investment management, utilizing a range of asset classes and third-party managers, with a notable emphasis on non-discretionary asset management.

Mark Geoffrey is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with HighPoint Planning Partners and has previously worked at Level Four Advisory Services and Geoffrey, Johns & Associates, LLC. Outside of his advisory work, he serves as president of Bear Acquisitions, Inc., a machine shop. HighPoint Advisor Group serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management and financial planning, using fundamental analysis to implement diversified portfolios and utilizing third-party and sponsored program platforms to deliver advisory services.

Gerri Michalski is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Michalski has worked at LaSalle St. Securities, L.L.C. since 1999. Outside of her advisory work, she is involved in travel planning as an outside sales agent for a travel agency. 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, with a notable emphasis on non-discretionary asset management.

Benjamin Carlson is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Brighthouse Securities, LLC and METLIFE Investors Distribution Company. Outside of his advisory role, Carlson serves as an alpine ski coach during the winter months. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages assets primarily on a discretionary basis, using both advisor-driven and proprietary rule-based model allocations, and integrates its services with affiliated financial businesses and product channels.

Zachary Craggs is a financial advisor at Capital Analysts with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lincoln Investment since 2016, along with a brief tenure at Berlin Packaging. Capital Analysts serves a diverse client base that includes retail and institutional investors such as high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Brian Van Buren is a Certified Financial Planner® at JMG Financial Group Ltd with nine years of industry experience. He has been with JMG Financial Group since 2016. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and consulting services. 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, individual equities, fixed income, and alternative investments.

Walid Matariyeh is an advisor with Highpoint Planning Partners holding Series 63 and Series 65 licenses and has one year of industry experience. His background includes roles at firms such as LPL Financial, Cetera Wealth Services, and Ernst & Young. Matariyeh is also a partner in HTS Accounting & Tax and is involved in educational services businesses that teach children coding. HighPoint Advisor Group serves a broad client base including individuals, pension plans, trusts, and corporate entities, offering services such as discretionary asset management and financial planning. The firm uses fundamental analysis to construct client portfolios and leverages multiple platforms, including LPL-sponsored programs, to deliver advisory services.

Eric Mesko is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 65 credentials and with 22 years of industry experience. His prior roles include positions at Triad Advisors, LPL Financial, and Waddell & Reed among others. Outside of his advisory work, he serves on the Board of Directors for Bartlett Learning Centers, a school for mentally challenged children. VestGen Advisors, LLC 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 utilizing third-party managers and home office investment strategies.

Jaime Herrera is a financial advisor at Alera Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Securities LLC and B. Riley Wealth Management. Herrera currently serves as a senior investment service coordinator within the Alera Group. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management and ERISA-focused plan services, utilizing a combination of internal management, affiliate platforms, and independent managers with a long-term investment orientation.

Kevin Shekell is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and 65 licenses and bringing 16 years of industry experience. He previously worked at Jackson National Life Distributors for ten years and has been associated with Ausdal Financial Partners and Timberland Financial since 2021. Shekell also owns Shekell Wealth Management, LLC, through which he manages investment and insurance business income, and serves as a Notary Public. 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 advisory services and products, with investment strategies tailored at the advisor level to client objectives and risk profiles, operating with multiple custodians and integrating third-party managers and model portfolios.

Keith Plywaczynski is a CFP® professional with 14 years of industry experience. He is the founder and CEO of Fortitude Financial Partners and currently serves as an advisor at Mariner Independent. His prior experience includes roles at Mariner Wealth Advisors and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources.

Christopher Hurckes is a CFP® professional with six years of industry experience, currently serving as an advisor at Ausdal Financial Partners, Inc. since 2019. Prior to his advisory roles, he worked at Athletico Physical Therapy from 2012 to 2019. He is also a board member of the McHenry Chamber of Commerce, engaging in community activities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers a range of advisory programs, retirement services, and financial planning to individuals, trusts, corporations, pension plans, and nonprofits, implementing strategies through discretionary and non-discretionary accounts with access to multiple custodians and investment products.

Robert Widman Jr. is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LaSalle St. Investment Advisors since 2009 and has worked at the affiliated firm LaSalle St. Securities since 2003. 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 approaches and oversees a notable asset mix favoring non-discretionary services.

Jessica Haages is a financial advisor with Forum Financial Management, LP, holding a Series 66 designation and nine years of industry experience. Her prior work includes roles at Cetera Investment Services, Resource Bank, and Raymond James & Associates. Outside of her financial advisory career, she is involved with Sorrento's Restaurant. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and separately managed accounts, and offers back-office and sub-advisory services to independent advisors and RIAs.

Christopher Ferraro is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior experience includes roles at Northern Trust Securities, Wells Fargo Clearing, and JP Morgan Securities. Ferraro is dually registered with HighPoint Advisor Group, LLC and LPL Financial. HighPoint Advisor Group serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management. The firm uses fundamental analysis and a variety of investment vehicles, as well as third-party and LPL-sponsored platforms, to implement customized investment policies.

William Davis is a Certified Financial Planner® (CFP®) with seven years of experience at Forum Financial Management, LP, where he has been employed since 2015. He serves as Treasurer for the Lake Eleanor Estates Homeowners' Association, overseeing finances and managing expenditures. 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, implementing portfolios primarily with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Heather Corley is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 65 and Series 63 licenses with seven years of industry experience. She has worked with firms including LPL Financial, Trapp Financial, and Brookstone Capital Management. Outside of advisory roles, she provides administrative support to HighPoint Advisor Group. HighPoint Advisor Group serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.

Stanley Nieminski is a CFP® and PFS™ with over 35 years of experience in financial advisory and accounting. He is currently with Fortis Capital Advisors, LLC and has held prior roles at Clearpath Financial LLC, Nieminski Robbins & Associates, and Cetera. In addition to his advisory work, he is president of a mortgage brokerage firm and owns a tax and accounting services business. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, and institutional clients. The firm offers customized portfolio management and planning services with a flexible approach that incorporates passive, active, tactical, and ESG-aware strategies, supported by sub-advisors and specialist strategies.

Kimberly Taylor is a financial advisor at HighPoint Planning Partners with 19 years of industry experience. She holds a Series 66 designation and has worked at VANTAGE FINANCIAL PARTNERS Limited for 18 years before joining HighPoint Advisor Group, LLC in 2024. HighPoint Advisor Group serves individuals—including high-net-worth clients—as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, implementing portfolios through fundamental analysis and a range of investment vehicles while utilizing multiple platforms to deliver advisory services.