Jason Johnson 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 work includes roles at Wells Fargo and Northwestern Mutual. Outside of his advisory work, Johnson serves as Deputy Commissioner for USA Softball of Nevada and is an assistant high school softball coach, as well as a part-time substitute teacher. 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 a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative vehicles, offering both discretionary and non-discretionary asset management.

Thomas Riley is a financial advisor with Capital Analysts in Schaumburg, IL, holding Series 63 and Series 65 designations and having 32 years of industry experience. He has been with Lincoln Investment Planning since 2013. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with an in-house Investment Management & Research team that employs proprietary screening processes and provides various portfolio solutions.

Rebecca Szewczyk is a financial advisor at Alera Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including OSAIC, Triad Advisors, Empower Retirement, and GWFS Equities. Szewczyk is involved in client service management for retirement plan services across multiple affiliated entities. Alera Investment Advisors 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 primarily long-term investment approach.

Thomas Campbell is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Forum Financial Management since 2014 and concurrently serves as Vice President of John E. Campbell & Assoc., Ltd., a CPA firm providing accounting and tax services. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm employs model asset-allocation portfolios managed primarily with DFA institutional mutual funds and ETFs, focusing on a Modern Portfolio Theory approach.

David Perry is a financial advisor at Forum Financial Management, LP with 24 years of industry experience. He holds a Series 66 designation and has previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc., PR Wealth Management Group, Inc., and Cambridge Investment Research, Inc. Outside of his advisory duties, he serves as treasurer and director of the Sunrise Professional Condominiums association in East Moline, IL. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers portfolio management and financial planning through a model-driven approach based on Modern Portfolio Theory, incorporating institutional funds, individual bonds, and outside managers, while also supporting independent advisors with back-office and sub-advisory services.

Joshua Glorch is a financial advisor at NorthRock Partners, LLC, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NorthRock Partners since 2019, following three years at Ameriprise Financial Services. He also maintains a current Illinois insurance license. NorthRock Partners is a multi-team wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, offering a range of financial planning and personal office services.

Charles Kiker is a CFP® with 32 years of industry experience, currently serving as an advisor at VestGen Advisors, LLC. He previously worked at Commonwealth Financial Network for 10 years and has been involved with Ek&A for over two decades. Outside of his advisory role, he owns a business that sells life, disability, long-term care insurance, and fixed annuities, and he serves as a trustee for an irrevocable life insurance trust. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with a range of investment management, financial planning, and retirement plan services, utilizing a combination of client-specific goal setting and various analytical methods.

Grant Luebe is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cedar Rapids Bank & Trust and Heartland Investment Associates. Outside of his advisory role, he serves on the board of the Birkey Investment Fund, participates on finance committees for Wellington Heights Community Church and Heritage Area Agency, and is involved with Junior Achievement of Eastern Iowa. 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 a range of investment strategies across various asset classes and offers both discretionary and non-discretionary management, with a notable emphasis on non-discretionary assets.

Herman Tkach is a CFP® professional at Soltis Investment Advisors, LLC with 19 years of industry experience. His prior roles include positions at Mercer Global Advisors, U.S. Bancorp Investments, U.S. Bank, and TIAA-CREF. He serves on the board of his condominium association and is a board member and endowments committee member of the Jewish United Fund of Metropolitan Chicago’s Russian Speaking Jewish Division. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans, managing approximately $13 billion in assets. The firm employs a Modern Portfolio Theory-based approach that integrates quantitative screening and qualitative manager due diligence and emphasizes ongoing client communication through regular reviews and market commentary.

Michael Bruno is a ChFC® with 42 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2022. His prior experience includes roles at Securities America Advisors and Invest Financial Corp. He is also president of MJB Financial Services, Inc., an insurance sales business. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services, offering both discretionary and non-discretionary asset management across a range of investment strategies.

Elana Feigenblatt is a financial advisor at CL Wealth Management LLC in Schaumburg, IL, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CL Wealth Management since 2013. She also maintains an affiliation with Cabot Lodge Securities LLC. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies using fundamental and technical analysis, custom model portfolios, and regular monitoring.

Jeremy Schares is a CFP® with 18 years of industry experience and is currently with Waverly Advisors, LLC. Prior to joining Waverly Advisors in 2024, he worked for 16 years at StrategIQ Financial Group, LLC. He is also a member of two holding companies, IQ Companies, LLC and WAAM TOPCO, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations and offers a range of services including financial planning, retirement plan consulting, and multi-family office solutions.

Jeffrey Scheider is a financial advisor at VestGen Advisors, LLC with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial, Sequoia Wealth Management, and Triad Advisors. Outside of his advisory role, he is involved in identifying insurance needs and servicing annuity and insurance products. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering a range of services including discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers.

Mark De Vito is a financial advisor with Infinity Financial Services Advisory, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Mass Mutual. He also acts as an independent insurance agent, offering fixed and traditional annuities for financial planning purposes. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for 642 clients across 35 advisors. The firm provides portfolio management, financial planning, adviser selection, and pension consulting for individual and high-net-worth clients, using a multi-method investment approach that incorporates various analysis techniques and complex investment products.

William Yocius Jr. is a financial advisor at Integrated Advisors Network LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Shields Capital Advisors Inc. and Mitchell, Vaught & Taylor, Inc. In addition to his advisory role, he provides insurance advice to individual clients. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and frequently utilizes third-party sub-advisers while offering a range of portfolio management and financial planning services.

George Mcelroy is a financial advisor with Trustmont Advisory Group, Inc. in Des Plaines, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Infinity Financial Services and LPL Financial, LLC. Trustmont Advisory Group serves individual and institutional clients, providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook using public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Jeffrey Doblin is a CFP® and CFA® with eight years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP. He has been with Forum Financial Management since 2017, with prior experience at Bourbon Financial Management and Wedbush Futures. Outside of his advisory role, he is involved in freelance writing and supports the Wilmette Park Districts through the Ouilmette Foundation. 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 serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Mark Strefner is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with World Equity Group since 2008 and has been associated with American General Securities and AIG American General Life Insurance Company since 2002. Outside of his advisory role, Strefner is involved in several business activities including consulting on life insurance design and statistical modeling, serving as a benefits consultant for a nonprofit association, and providing student loan assistance referrals. World Equity Group serves individual and high-net-worth clients, business entities, nonprofits, and financial institutions, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a combination of model-based and customized investment approaches, including proprietary models and third-party manager allocations.

Tyler Boland is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Northwestern Mutual and Comey and Shepherd. In addition to advisory work, he is licensed as an insurance agent offering life, health, annuities, and other insurance products. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm operates through a network of Investment Advisor Representatives who recommend model portfolios and third-party managers on an approved platform, offering ongoing financial planning and managed account services.

Peter Murray is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has prior experience at Northwestern Mutual and National Gift Card, among others. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets, providing financial planning, investment management, and retirement plan consulting, with an investment approach based on committee-approved portfolios and discretionary mandates.