Edward Meisenheimer is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with LaSalle St. Investment Advisors since 2011 and has been involved with Streamline Financial since 2002. Outside of his advisory role, he oversees medical insurance for missionaries through his ownership of GOMISSIONTRIP.COM LLC and founded 59ANDAHALF.COM, a business marketing promotional products related to the age 59.5 milestone. 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 including both passive and active approaches, managing substantially more assets on a non-discretionary basis than discretionary.

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.

Lori Barone is a CFP® with 28 years of industry experience and is currently affiliated with Silver Oak Securities, Incorporated. She has held positions at several firms including Securities America Advisors, Inc., Securities Service Network, Inc., and has operated Barone Financial Group since 1997. Barone provides investment advisory and financial planning services and serves as an independent financial professional through her own firm. Silver Oak Securities, Inc. serves individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers customized portfolio management, financial planning, and third-party manager referrals, utilizing both internal and external due diligence processes to tailor investment strategies to client objectives and risk tolerances.

Stephanie Jajtner is a financial advisor at Curi Capital, LLC, holding a Series 65 designation with 16 years of industry experience. She has worked at Curi Capital since 2017 and previously spent 14 years at Jacobus Wealth Management, Inc. 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 investment approach combining in-house strategies with external managers and offers a range of services including wealth management, asset management, and retirement plan solutions.

Michal Martinek is a financial advisor at Forum Financial Management, LP with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Charles Schwab and Terra Investors LLC. 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 independent RIAs, managing portfolios primarily with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Kyle Harper is a financial advisor at Good Life Advisors, LLC in Lisle, IL, holding the ChFC® and Series 66 credentials with 14 years of industry experience. He previously worked at Level Four Advisory Services, LLC, Opus Wealth Management Group, and LPL Financial, LLC. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach with multiple analysis methods and continuous account supervision to tailor advice and offers access to various programmatic solutions and educational seminars.

Elizabeth Niemenski is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Ameriprise Financial Services. Outside of finance, her background includes roles in education and the nonprofit sector. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a range of analytical methods and a proprietary equity valuation model, managing both discretionary and non-discretionary portfolios across various asset classes.

Melissa Moser is a financial advisor at Centennial Securities Company, Inc. with 30 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Centennial Securities since 2023, as well as B. Riley Wealth Advisors and B. Riley Wealth Management since 2012. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors, foundations, and business entities, offering discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs.

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.

Joshua Robinson is a financial advisor with Forum Financial Management, LP and holds the Series 63 and Series 65 designations. He has 23 years of industry experience, including roles at Purshe Kaplan Sterling Investments and PR Wealth Management Group, Inc. Robinson serves as a board member and part owner of Short Hills Country Club, a nonprofit organization. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and emphasizes wholesale relationships by offering turnkey asset management, back-office services, and advisory access to held-away accounts.

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 based in Chicago, IL, holding a Series 65 designation with 13 years of industry experience. His prior roles include positions at Focus Partners Wealth, Kovitz Investment Group Partners, Telemus Capital, and Barrington Strategic Wealth Management Group. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis through a multi-advisor platform. The firm serves individuals, trusts, businesses, retirement plans, and broker/dealers using a long-term, asset-allocation driven approach that incorporates diversified portfolios of mutual funds, ETFs, individual securities, and alternative strategies.

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. in Chicago, IL, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple firms including Raymond James and Cetera Advisors over her career. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm uses model-driven strategies combining proprietary and third-party funds, supported by governance reviews and technology platforms, and offers services including discretionary wrap fee programs and tax management.

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 Go Mission Trip, LLC, which assists ministries and missionaries with trip and temporary health insurance. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a range of portfolio management services. The firm employs both passive and active investment strategies across various asset classes and manages a majority of assets on a non-discretionary basis.

Jenna O'Connell is a financial advisor with HighPoint Planning Partners, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2016 and joined HighPoint Advisor Group in 2024. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.

Peter Kalamaras is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and one year of industry experience. He has prior work experience at Howw MFG and Milwaukee County Parks, among other roles. Outside of advising, he is involved as a co-managing member of a self-storage rental business. 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 and brokerage services with customized investment strategies developed at the advisor level.

Brian Gray is a financial advisor with Concurrent Investment Advisors, LLC, holding the Series 66 designation and 18 years of industry experience. He has worked at several firms including Raymond James, Wells Fargo Advisors, and Financial Strategies Group, LLP. In addition to his advisory role, he is also licensed to sell fixed/traditional insurance products. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a customized, long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Michael Corson is a financial advisor at United Advisor Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of advising, he is an independent insurance agent, primarily selling disability insurance. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering discretionary and non-discretionary investment management, financial planning, and family office services. The firm combines proprietary model portfolios, custom trading, and third-party money managers using a variety of analytical and asset-allocation strategies.

Brandon Hurckes is a financial advisor with Ausdal Financial Partners, Inc. and Clarity Group Midwest, LLC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Hurckes/Mccord and Carvey Painting. Hurckes is also involved in insurance sales in addition to his advisory duties. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of approximately 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, implementing strategies across a range of asset classes and account types.