Bruce Vollrath is a financial advisor with Lasalle St. Investment Advisors, L.L.C. in Elmhurst, IL. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including 30 years with La Salle St. Securities, Inc. He is also involved in fixed insurance activities. 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 and manages a substantial portfolio with a notable emphasis on non-discretionary assets.

Peter Goldman is a financial advisor at Chicago Capital, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Chicago Capital in 2024, he worked at Westwood Management Corporation from 2014 to 2023. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, foundations, registered investment advisers, and corporations. The firm combines fundamental and technical research to build individualized portfolios across various asset classes, managing over $4.8 billion in client assets with a team of 11 advisors.

Elizabeth Nanovic is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds the Series 66 designation and has 11 years of industry experience. She has been affiliated with Lasalle St. Securities, L.L.C. since 2014. Outside of her advisory role, Nanovic volunteers with the Archdiocese of Chicago's Marriage & Family Ministries, teaching premarital classes, and serves as Vice President of the Saint Peter and Paul Home and School. 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, employing a range of asset-allocation models and investment vehicles, with a notable emphasis on non-discretionary asset management.

Jeffery Wille is a CFP® professional with three years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at Gresham Partners, LLC for seven years. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for several thousand individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Oliver Ernst is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Advisory Services Network since 2017. His prior roles include positions at Raymond James Financial Services and SAGE Private Wealth Group. Outside of his advisory work, he is the founder and CEO of GlassNebula, a website and app providing ESG data to individuals. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes.

Ishaan Thakar is a financial advisor at Zacks Investment Management, Inc. with a Series 65 designation and one year of industry experience. His prior work history includes roles at Medline Industries, Butler University, Rockford University, Humpley High School, and Heineman Middle School. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, serving also as portfolio manager to mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a broad range of strategies and offers retail wealth management, alternative investments, and model portfolios through various managed account programs.

Daniel Mayer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has seven years of industry experience. Prior to joining LaSalle St. Securities LLC in 2018, he worked briefly at Speedway LLC and has operated Mayer Media Co., a freelance web and application development and digital marketing business. 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 management programs, utilizing asset-allocation models and a mix of mutual funds, ETFs, equities, fixed income, and options.

Taylor Champion is a CFP® and CFA® at Chesley, Taft & Associates, LLC with over 14 years of industry experience. Prior to joining Chesley, Taft & Associates in 2023, Taylor worked at Byline Bank for four years and U.S. Trust, Bank of America Private Wealth Management for ten years. Chesley, Taft & Associates primarily serves high net worth individuals and related entities, including trusts, IRAs, and family foundations, managing approximately $3.0 billion in client assets. The firm employs fundamental equity analysis and tailored asset allocation across multiple strategies, serving a diverse client base that includes pension plans, charitable organizations, and corporate entities.

Patrick Daniels is a financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. He holds a Series 65 designation. Prior to his current role, his background includes positions at Sunset Ridge Country Club, Kirco Manix, Indiana University, University of St. Thomas, Winnetka Golf Club, and Loyola Academy. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofits, endowments, and various business entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation approach that integrates fundamental and quantitative analysis across multiple investment strategies.

Brian Carlson is a CFP® with 22 years of industry experience, currently serving as Senior Vice President at Alera Investment Advisors, LLC. His prior experience includes roles at Securian Financial Services, Minnesota Life Insurance Company, and Triad Advisors, Inc. He is also a board member and grade director for the Arlington Heights Youth Basketball Association, a local nonprofit organization. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a long-term investment approach using internal management, affiliate platforms, and independent managers, and offers comprehensive ERISA-focused services for retirement plans.

Arben Cuca is a financial advisor at Corecap Advisors with five years of industry experience. He holds a Series 65 credential and has worked previously at firms including Fefa Advisors LLC, AE Wealth Management, and AON Benfield. In addition to his advisory role, he is involved in insurance sales through Apex Wealth Management. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Jeffrey Kocis is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 designation and 24 years of industry experience. He has been affiliated with IHT Wealth Management LLC and LPL Financial since 2015. Outside of his advisory work, he serves as Chaplain and Executive Committee Board Member for the American Legion Riders Marne Post 13. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team, combining large-scale advisory operations with additional financial products and services.

Kristen Roder is a CFP® with 17 years of industry experience, currently serving at Curi Capital, LLC. Her prior roles include positions at RMB Capital Management, Fidelity, and Jefferies LLC. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity and a relative-value orientation to fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Erik Gutierrez is a financial advisor at VestGen Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Lake Street Financial and NTN Bearing Corporation. 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 investment management, financial planning, and retirement plan services through a process that integrates multiple analytical methods and may include third-party managers.

Kenneth Hartman Jr. is a Series 65 registered advisor with Advisory Services Network in Chicago, IL. He joined the firm in 2026 and has prior experience in education and golf administration. He has been involved with Troon Golf Administration, L.L.C. since 2022. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including discretionary and non-discretionary portfolio management and financial planning, with strategies tailored to clients’ objectives and risk tolerances.

Richard Burridge Jr. is a CFP® professional with over 31 years of industry experience, currently serving at Curi Capital, LLC. He has worked at RMB Capital Management, LLC since 2005. Curi Capital serves a diverse client base including individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers, managing approximately $9.83 billion across various account types.

Mikhail Kimbarovsky is a financial advisor at Chicago Capital, LLC with 14 years of industry experience. He holds a Series 65 credential and has worked previously at JAG Capital Management LLC, CIBC Private Wealth Advisors, Inc., and Geneva Advisors, LLC. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, foundations, other registered investment advisers, and corporations. The firm uses a combination of fundamental and technical research to build individualized portfolios and manages over $4.8 billion in client assets with a focused team of 11 advisors.

Thomas Lyman is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His career includes roles at John Hancock Distributors LLC, John Hancock Funds, Inc., and Insight Global. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted advice model that delivers written financial plans using third-party software, with implementation decisions made by clients.

Michael Glavin is a financial advisor at IHT Wealth Management LLC in Chicago, IL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IHT Wealth Management and LPL Financial since 2016. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO services, and access to third-party managers. The firm’s investment process combines fundamental value screening, quantitative optimization, and periodic rebalancing, employing proprietary model portfolios and discretionary OCIO mandates.

Daniel Zolet is a CFA® charterholder with eight years at RiverFront Investment Group and five years of industry experience. Before joining RiverFront in 2018, he worked at IBM for two years and spent a year at Extended Travel. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions primarily to individual investors, trusts, pension funds, and institutional clients. The firm employs a multi-advisor platform combining strategic and tactical asset allocation with security selection under its “Price Matters” framework and manages portfolios through various account types including wrap-fee programs and separately managed accounts.