James Steinbrenner is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with LaSalle St. Securities LLC since 2019 and has operated Steinbrenner Financial Group since 2014. Outside of investment advising, he serves as a director of Heartland Organization Ltd., assisting with seminars and referring individuals to attorneys for estate planning. 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 across multiple asset classes, managing both discretionary and non-discretionary accounts, with a notable emphasis on non-discretionary asset management.

Nedal Halawa is a ChFC® credentialed financial advisor with 27 years of industry experience, currently affiliated with Forum Financial Management, LP in Lombard, IL. He has served at Pinnacle Wealth Management, LLC and Forum Financial Management since 2018, and owns Healthcare Services of Illinois, a health insurance business. 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, primarily employing institutional mutual funds and ETFs, and supports other RIAs through its turn-key asset-management platform and back-office services.

Jonathan Gonzalez is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and has worked at multiple Principal affiliates since 2025. Outside of his advisory role, he has experience in the restaurant industry, including managing operations at Sumo Sushi Bar & Grill. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary wrap-fee investment management program. The firm is part of the Principal Financial Group family, leveraging proprietary models and affiliated resources to deliver integrated financial services.

Walter Musumeci is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Centennial Securities since 2016. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, retirement plans, foundations, and business entities. The firm offers customized investment management, financial planning, and access to third-party manager programs through platforms like RBC and Envestnet.

Kristine Donnelly is a financial advisor at Northern Trust Securities, Inc. with 16 years of industry experience. She holds a Series 66 designation and has previously worked at L&G - Asset Management America, Inc. and TJM Investments LLC. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management. The firm employs a model-driven approach using Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Nikki Walton is a financial advisor with IHT Wealth Management LLC in Chicago, holding Series 65 and Series 63 credentials and 18 years of industry experience. Her prior experience includes roles at LPL Financial, Plexus Financial Services, and StanCorp Equities and Investment Advisers. Additionally, she has been involved in mortgage and real estate services since 2006. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements, employing a combination of fundamental value screening and quantitative optimization in their investment process.

Nicholas Garth is a CFP® professional with experience at JMG Financial Group LTD since 2021. Prior to joining the firm, he worked at the University of Dayton and Saint Viator High School. JMG Financial Group serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities with discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax services. The firm manages approximately $6.36 billion in assets with a team of 64 advisors, employing a strategic asset allocation approach overseen by an investment committee and utilizing various investment vehicles including ETFs, mutual funds, and private funds.

George Watson is a financial advisor at Royal Fund Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and is a licensed attorney in Illinois, though he is not currently practicing law. In addition to his advisory role, he owns North Shore Estate Docs, a software sales business. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to clients’ risk tolerances and offers specialized services such as options writing and access to select non-traded REITs.

Gary Richied is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding a Series 66 designation and one year of industry experience. He has previously worked at LPL Financial and HighPoint Advisor Group, LLC, and has a background including roles at Reebie Storage and Moving and Fenwick High School. Outside of advising, he is involved with Hot Water History, a podcast and blog focused on historical topics, where he also contributes as an author and speaker. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4 billion in client assets, employing individualized investment policies that utilize fundamental analysis across a variety of securities and managed solutions.

Benjamin Feltes is a CFP® 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, LLC, and Hyvee Corp. He is a board member of Journey Sports, Inc. and a co-owner of Fortress Co. LLC, and is involved with Junior Achievement of Eastern Iowa and Heartland Financial Group ownership. 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 management programs, with a notable emphasis on non-discretionary assets, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

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.

Michelle Rozsypal is a CFP® professional with 23 years of industry experience. She has been with JMG Financial Group, Ltd. since 2005. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and financial and retirement consulting. The firm employs a planning-based, long-term investment approach centered on strategic asset allocation and ongoing portfolio management.

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.

John Janis is a CFP® and PFS™ with over 32 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2011 and has maintained self-employment in accounting and tax preparation since 1991. In addition to his advisory work, he is also licensed as an insurance agent and provides accounting and tax services. Ausdal Financial Partners, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of investment advisory programs, retirement plan services, and financial planning with both discretionary and non-discretionary strategies.

Travis Wolfe is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has been with Ausdal Financial Partners since 2016 and also serves as an assistant track and field coach at Tri-Valley Central School. Additionally, he works as an independent contractor selling fixed insurance products. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm provides a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, combining tailored investment strategies with access to multiple custodians and third-party managers.

Jeffery Harper is a CFP® professional with 36 years of industry experience currently affiliated with LPL Financial in Lisle, IL. He has worked at Good Life Advisors, LLC since 2021 and previously held roles at Level Four Advisory Services, LLC and Opus Wealth Management Group. Outside of his advisory work, he oversees the raising and selling of cattle on a farm he owns. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

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.

Robert Greulich is a financial advisor at VestGen Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. He maintains dual registrations with OneDigital and Osaic Wealth, Inc. during a transitional period. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients with services including discretionary and non-discretionary investment management, financial planning, and retirement plan solutions, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Sean Cisney is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with HBW since 2017. Outside of his advisory role, he serves as Treasurer for the Garden Homes Fire Protection District Volunteer Fire Department, where he manages financial reporting and tax filings. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, and institutions. The firm employs a blended investment approach that includes tactical asset allocation and multi-manager diversification, and it services a high client load per advisor while offering sub-advisory and retirement plan subscription services.

Sean Greene is a financial advisor with Plante Moran Financial Advisors in Chicago, IL, holding a Series 65 designation. He has been with Plante Moran Financial Advisors since 2024. Greene has prior work experience at Bryn Mawr Country Club and attended the University of Illinois Urbana-Champaign. Plante Moran Financial Advisors serves individual and institutional clients, including both high-net-worth and non-HNW individuals, as well as trusts, estates, charitable organizations, and businesses. The firm provides investment advisory, financial planning, and estate-planning services using a combination of fundamental, technical, and cyclical analysis, managing a diverse portfolio mix through discretionary and non-discretionary arrangements.