Benjamin Feltes is a CFP® professional with nine years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2019. His prior work includes roles at Heartland Investment Associates, LaSalle St. Securities, and Hyvee Corp. He also serves as a board member of Journey Sports, Inc. and is co-owner of Fortress Co. LLC. LaSalle St. Investment Advisors provides personalized, 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 approaches, including the LaSalle St. Asset Management Program (LAMP), and manages approximately $3.9 billion in non-discretionary assets alongside discretionary portfolios.

Constance Etter is a financial advisor at Centennial Securities Company, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked at Centennial Securities since 2019, previously working at Wunderlich Securities, Inc. since 2013. Centennial Securities Company, Inc. is a multi-team firm managing approximately $1.15 billion in assets and serving individuals, trusts, retirement plans, foundations, and other entities. The firm offers customized investment management and financial planning services, utilizing both fundamental and technical analysis across a range of investment vehicles.

Phillip Shaw is a CFP® professional with 12 years of industry experience. He is currently with RFG Advisory, LLC and has previous experience at GoldStone Financial Group, Money Managers Advisory, Money Managers, Ltd., and GF Investment Services, LLC. He is also a licensed insurance agent offering life and fixed annuity sales. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, providing portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies including alternative investments and annuity management.

Jon Petersen is a CFP® professional with one year of experience, currently serving at Core Planning in Chicago, IL. He is also the owner and writer of Novelinvestor.com, a personal finance and investment blog he has maintained since 2010. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Sean Greene is a financial advisor at Plante Moran Financial Advisors in Chicago, IL, holding a Series 65 designation. He has been with Plante Moran Financial Advisors since 2024. Outside of his advisory role, he has had multiple engagements with Bryn Mawr Country Club. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis along with proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Robert Geller is a financial advisor at Arete Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Securities America Advisors and Primerica. Outside of advisory roles, he also provides life insurance and annuities services through Personal Financial Strategies, Inc. Arete Wealth Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, pensions, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary model-based portfolio management and integrates affiliated financial businesses and product channels into its offerings.

Foster Manierre is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with seven years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Morningstar, RBC Capital Markets, Bank of America, and Merrill. 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, with a notable predominance of non-discretionary assets under management.

Rafia Hasan is a CFP®, CFA®, and holds a Series 66 license with 11 years of industry experience. She is currently with Perigon Wealth Management, LLC and has previously worked at Wipfli Financial Advisors, LLC and Hewins Financial Advisors LLC. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Patrick Wagner is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 65 and Series 63 credentials and six years of industry experience. His work history includes roles at KT Colors, Devo Inc, VoltDb, Inc, and HPE Vertica. Outside of finance, he owns KT Colors, a custom framing and art supply retail store. 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 diverse asset mix and third-party manager oversight.

Trisha Vergeire is a financial advisor at Northern Trust Securities, Inc. with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Robinhood Markets, Inc. and JPMorgan Chase Bank NA. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, offering Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs with integrated advisory, brokerage, and custody services.

Dario Kerkez is a financial advisor with IHT Wealth Management LLC based in Chicago, IL. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to joining IHT Wealth Management in 2018, he worked at firms including LPL Financial, Private Advisor Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, he is involved in soliciting health insurance and Medicare supplement plans. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools to manage diversified portfolios that include ETFs, mutual funds, fixed income, and option strategies, supported by discretionary asset management and financial planning services.

Patrick Stimson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. He has worked at RMB Capital Management LLC since 2015. Curi Capital serves a diverse client base including individuals, families, institutional and corporate clients, and retirement plan sponsors. The firm employs a long-term, fundamental investment approach combining in-house strategies and external managers, managing approximately $9.83 billion across various accounts and funds.

Nicole Meihofer is a financial advisor at IHT Wealth Management LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Aurelien Capital Partners LLC, Annie & Oliver, LLC, Fort Point Capital Partners, and Merrill. In addition to her advisory work, she is also licensed as an insurance agent. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools across diversified portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Scott Uebelhoer is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 credential and has 17 years of industry experience. His prior roles include positions at Securities America Advisors and Invest Financial Corporation. Outside of advising, he is involved in insurance sales, focusing on life and disability insurance. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, and small businesses. The firm offers both non-discretionary and discretionary portfolio management programs and emphasizes a predominance of non-discretionary assets under management.

Gregory Karolich Jr. is a financial advisor at Zacks Investment Management, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at Zacks Investment Management since 2012, also having experience with LBMZ Securities, Inc. since 2023. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process centered on earnings-estimate revisions and offers a broad range of strategies and investment vehicles, while also serving as a model provider to other advisers and managing high client density alongside a substantive wholesaling and model business.

Elliot Salrin is a financial advisor with Zacks Investment Management, Inc., holding a Series 65 designation and four years of industry experience. He has been with Zacks Investment Management since 2020, following roles at Pepsi Mid America, Pinch Penny Liquors, Papa Johns, Victoria Secret, and Southern Illinois University - Carbondale. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, serving as portfolio manager for mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and offers retail wealth management, alternative investments, and model portfolios.

James Burke is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 65 designation and six years of industry experience. He previously operated Burke Trading for ten years before joining Chicago Partners in 2018. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach using fundamental analysis and offers customized portfolios with strategies such as direct indexing and tax-loss harvesting.

Kyle Holben is a financial advisor at Alera Investment Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Triad Advisors, New York Life Insurance Company, and Nylife Securities LLC. Outside of finance, he is a co-owner of an automotive detailing business. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension-consulting platforms in its advisory services.

Scott Kessler is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Noyes Advisors LLC and B. Riley Wealth Management. Kessler is also a licensed insurance agent involved in fixed insurance sales through B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions.

Jeffrey Haskin is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with 18 years of industry experience. He has been with Zacks Investment Management since 2008. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a proprietary investment process based on quantitative and qualitative analysis and serves both direct clients and third-party advisers through a range of strategies and investment vehicles.