Edward Luebe is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and 65 licenses and bringing 38 years of industry experience. He has worked at LaSalle St. Securities LLC since 2015 and Heartland Investment Associates, Inc. since 1990. Outside of his advisory role, he is involved in a fixed insurance business. 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, managing a significant proportion of assets on a non-discretionary basis.

Samuel Mercer is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 license with one year of industry experience. His prior work includes roles outside the financial sector, such as positions in culinary services and grounds management. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable strategies, including direct indexing and ESG portfolios, and integrates AI tools with human oversight in its processes.

Mary Heil is a financial advisor at Simplicity Wealth with eight years of industry experience. She holds a Series 65 license and has previously worked at Ehlert Financial Group and Protected Tomorrows. Heil is also the Corporate Operations Manager at Protected Tomorrows and holds a Notary Public commission. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as technology and operational support for advisers through a turn-key asset management platform.

Cameron Crone is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with five years of industry experience. He holds a Series 66 designation and has worked at LaSalle St. Investment Advisors since 2022. Outside of his advisory role, he is involved with Troy Chesnut & Associates, assisting clients with accounting services and tax preparation. 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 mix of asset-allocation models, mutual funds, ETFs, equities, fixed income, and options.

Daniel Stringfellow is a financial advisor at VestGen Advisors, LLC in Chicago, IL, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at Rothchild Investment LLC and Private Client Services. Outside of his advisory work, he is involved with Starterbox Studios. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including 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 affiliated funds as part of its service offerings.

Jerrick Tran is an advisor at Sequent Planning, LLC based in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Sequent Planning, he was associated with JDTrust Wealth Partners, Lenox Advisors, and MML Investors Services, as well as MassMutual Life Insurance Co. Sequent Planning, LLC operates as an SEC-registered investment adviser serving individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm utilizes a structured risk framework and offers a combination of firm-developed models, third-party managers, and customized allocations through a network of investment adviser representatives.

Joseph Mc Dermott is a CFA® charterholder with 23 years of industry experience, currently serving at Curi Capital, LLC. He has held roles at multiple firms, including Foreside Fund Services and Aviva Investors Americas. Mc Dermott also acts as Chief Compliance Officer for Curi RMB Capital, LLC, where he oversees compliance and risk management. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a variety of strategies and investment vehicles.

Matthew Grennell is a financial advisor at Chicago Partners Investment Group LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Chicago Partners since 2017. His prior roles include positions at Retirewise CFP, Podiatry Success Today, and Adaptive Consulting Solutions. Chicago Partners Investment Group serves a broad range of clients, including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm offers portfolio management, financial planning, retirement services, and family-office reporting, employing a long-term, diversified investment approach that includes fundamental analysis, direct indexing, and tax-loss harvesting.

Edward Meisenheimer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LaSalle St. Investment Advisors since 2011. Outside of his advisory work, he oversees medical insurance for missionaries through GOMISSIONTRIP.COM and is the founder of 59ANDAHALF.COM, a marketing venture targeting individuals aged 59.5 and advisors. 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 utilizing a mix of asset classes and manager selection strategies.

Alexander Wright is an advisor at SpiderRock Advisors, LLC based in Chicago, IL. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior experience includes roles at BlackRock Investments and Boston Consulting Group. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals. The firm employs systematic, rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and overlays, operating through proprietary software and real-time risk monitoring.

Stephanie Jajtner is a financial advisor at Curi Capital, LLC with 17 years of industry experience. She holds a Series 65 designation and has worked at Curi Capital since 2017, following 14 years at Jacobus Wealth Management, Inc. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm’s investment approach focuses on long-term, fundamentally driven processes applied across multiple investment vehicles, including separately managed accounts, model portfolios, mutual funds, and private funds.

Freddie Blumenfeld is a financial advisor with Latitude Advisors, LLC in Skokie, Illinois, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Latitude Advisors since 2010 and also has a long-standing role at Pawlan Blumenfeld Miscinski & Assoc Ltd, where he is involved in accounting and tax return services. Additionally, he works as an independent insurance agent with a focus on life and health insurance. Latitude Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering financial planning, discretionary portfolio management, and pension consulting. The firm uses valuation-driven and momentum-based multi-asset model strategies, combining in-house and third-party approaches, and emphasizes continuous monitoring and rebalancing of client portfolios.

Elizabeth Niemenski is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. She holds a Series 65 designation and has worked previously at Ameriprise Financial Services and in various other roles including at Michigan State University and Jewish Senior Life. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm’s investment approach combines fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and frequently utilizes third-party separate account managers and alternative investments.

Melissa Moser is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at B. Riley Wealth Advisors, B. Riley Wealth Management, and Merrill. Centennial Securities provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, corporate pension plans, trusts, foundations, and other entities. The firm’s investment advice is delivered through its advisor representatives using a combination of fundamental and technical analysis, strategic asset allocation, and various proprietary and third-party models.

Triston Navarro is a financial advisor at Zacks Investment Management, Inc. with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and in the fitness industry with F45 Training and Orange Theory Fitness. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary models and offers a broad range of strategies and investment vehicles across retail, institutional, and third-party distribution channels.

Thomas O'gara is a financial advisor at Chicago Partners Investment Group LLC with a Series 65 credential. He has been with the firm since 2025 and has prior experience in various roles outside the financial industry, including positions at the University of St. Thomas and Broadway Electric Inc. Chicago Partners Investment Group advises a diverse client base ranging from non-high-net-worth individuals to corporations and endowments. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis and customized portfolios, and is notable for sponsoring affiliated pooled investment vehicles and serving insurance company clients.

Matthew Mueller is a financial advisor at Composition Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, Telemus Capital, and Barrington Strategic Wealth Management Group. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, insurance companies, third-party broker-dealers, and retirement plans. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets across its multi-advisor platform.

Eric Metz is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He is currently with BlackRock Investments, LLC and BlackRock, having joined in 2024 after nine years at SpiderRock Advisors, LLC. SpiderRock Advisors, LLC provides discretionary overlay and portfolio management services to institutional and wealth-management clients, employing a rules-based, systematic approach that integrates quantitative and fundamental inputs. The firm specializes in listed derivatives and dynamic option overlays, serving a diverse client base that includes asset managers, registered investment advisors, and high-net-worth individuals.

Amanda Williams is a financial advisor at Northern Trust Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Raymond James and Cetera Advisors LLC. Williams has been with Northern Trust Securities and Northern Trust Bank since 2020. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management primarily to high-net-worth individuals, retail investors, and institutional clients. The firm uses a model-driven approach to manage portfolios incorporating proprietary and third-party products, with services delivered through the Fidelity Managed Account Xchange platform.

Caedmon Meisenheimer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Investment Advisors since 2022. Outside of his advisory role, he is involved with 310 Wealth Planning, LLC, providing financial planning and marketing services, and Go Mission Trip, LLC, which assists ministries and missionaries with insurance and related services. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, and charitable organizations. The firm provides both non-discretionary and discretionary management programs and is noted for a predominance of non-discretionary assets under management.