Mary Heil is a financial advisor at Simplicity Wealth with seven years of industry experience. She holds the Series 65 designation and previously worked at Ehlert Financial Group, Inc. for 12 years. Heil is also a notary public and serves as corporate operations manager for Protected Tomorrows. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm provides a range of advisory services and employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, combined with technology and operational support for advisers through its managed account platform.

Cameron Crone is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has five years of industry experience. Prior to joining LaSalle St., he worked at Avantax Investment Services and Troy Chesnut & Associates, where he also assisted with accounting and tax preparation tasks. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a range of clients including individuals, trusts, pension plans, and charitable organizations. The firm provides both non-discretionary and discretionary investment programs, utilizing various asset-allocation models and third-party manager oversight.

Daniel Stringfellow is a financial advisor with VestGen Advisors, LLC in Chicago, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining VestGen Advisors, he worked at Rothchild Investment LLC and has been involved with Starterbox Studios since 2024. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients across 30 advisors. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services.

Joseph Mc Dermott is a CFA® charterholder with 23 years of industry experience, currently serving at Curi Capital, LLC. His prior roles include positions at Foreside Fund Services, Aviva Investors Americas, and THL Credit Senior Loan Strategies. He also serves as Chief Compliance Officer for Curi RMB Capital, LLC, focusing on compliance and risk management. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, and family offices. The firm follows a long-term, fundamental investment approach across equities and fixed income, utilizing proprietary strategies, third-party managers, mutual funds, and private funds.

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 with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has been with LaSalle St. Investment Advisors and its affiliated broker-dealer since 2011 and also has a long tenure at Streamline Financial starting in 2002. Outside of his advisory work, he owns a business that oversees medical insurance for missionaries and has founded ventures related to marketing products for individuals aged 59½. LaSalle St. Investment Advisors provides 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 programs, emphasizing non-discretionary asset management, and employs a diversified approach including mutual funds, ETFs, equities, fixed income, and options.

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, 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.

Freddie Blumenfeld is an investment advisor representative at Latitude Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Latitude Advisors since 2010. He is also an owner of Pawlan Blumenfeld Miscinski & Associates Ltd, where he performs accounting and tax return services, and he is an independent insurance agent specializing in life and health insurance. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Elizabeth Niemenski is a financial advisor at Plante Moran Financial Advisors in Chicago, IL, holding a Series 65 designation with one year of industry experience. Prior to joining Plante Moran, she worked at Ameriprise Financial Services and has experience in various roles including community involvement with Jewish Senior Life. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

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.

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. 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 with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials with three years of industry experience. His prior roles include positions at First United CU, Cornerstone University, Streamline Financial Services, and Tru-Colour Bandages. He is also involved with 310 Wealth Planning, LLC, focusing on financial planning, and Go Mission Trip, LLC, which assists ministries and pastors with trip insurance. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a variety of clients, including individuals, trusts, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary assets in its management approach.

Prakash Moktan is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with World Equity Group since 2006. Outside of his advisory role, he owns and services a term life insurance business. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers managed portfolios through wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

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 Goldenberg is a CFP® with 20 years of industry experience, currently serving at Belpointe Asset Management LLC since 2025. His prior roles include positions at Cetera and MB Financial. Outside of his advisory work, he is a board member of the Jewish United Foundation and an author. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement consulting. The firm uses a variety of investment strategies tailored to client objectives and supports a range of affiliated businesses and product sponsorships alongside its advisory services.