Roman Kobrin is a financial advisor at Zacks Investment Management, Inc. based in Chicago, IL, with 14 years of industry experience. He holds the Series 66 credential and has worked at Zacks Investment Management since 2014, alongside a concurrent role at LBMZ Securities, Inc. since 2016. 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 that combines quantitative and qualitative analysis, offering a range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative private funds.

Peter Mc Donnell is a financial advisor with IP Financial Advisory Services LLC in Chicago, IL, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes roles at Great Point Capital, Tide Rock Investors, and Springbank, among others. He also serves as Managing Director of The Prime Group Inc., where he focuses on establishing and maintaining development partnerships. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and employs a range of analytical approaches and operational strategies geared toward non-high-net-worth investors and retirement plan participants.

Joseph De Marco is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with eight years of industry experience. He holds a Series 65 designation and has worked at LaSalle St. Securities, LLC and Forum Financial Management, LP. Outside of his advisory role, De Marco is the founder and owner of Elevate CPA Group and a partner at DeMarco Sciaccotta Wilkens & Dunleavy, LLP, both tax and accounting firms. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and various portfolio management services. The firm offers both discretionary and non-discretionary asset management using a range of strategies and investment vehicles, with a notable emphasis on non-discretionary accounts.

Ian Clark is a CFP® professional with 15 years of industry experience. He has worked at Brownson, Rehmus & Foxworth, Inc. since 2022 and previously held positions at Facet Wealth and TIAA. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies, with clients retaining final decision authority and trades executed only upon prior written authorization.

Robert Yarosz is a financial advisor with World Equity Group, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including long-term roles at World Equity Group since 1997 and World Lending Group since 2002. Outside of his advisory work, he is involved in real estate rental management through Arlington Ventures. World Equity Group serves individual and high-net-worth clients, business entities, non-profits, and financial institutions, offering a range of portfolio management and advisory services. The firm employs both model-based and customized investment approaches and manages approximately $945 million in assets.

Courtney Fuller is a financial advisor at The Mather Group, LLC with 11 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. From her outside activities, she serves on the Board of Directors of Fuller Tome. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm utilizes an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools alongside human oversight.

Emil Mokhtarian is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has prior experience at Wells Fargo Advisors and Wells Fargo Clearing. Mokhtarian provides investment advisory services through IHT Wealth Management, an independent registered investment advisor. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, while offering discretionary asset management, financial planning, and ERISA fiduciary services through a large network of investment adviser representatives.

Susan Shacklette is a Series 65-licensed financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, with 18 years of industry experience. She has been with the firm since 2007. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes a thorough discovery process and customized long-term asset allocation strategies, focusing on broad diversification and client-directed trade execution.

Edward Luebe is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities LLC since 2015 and Heartland Investment Associates, Inc. since 1990. Outside of advisory services, he is involved in fixed insurance activities. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations, offering fee-based financial planning and a range of portfolio management services. The firm employs both discretionary and non-discretionary asset management strategies using diverse investment vehicles and is notable for its predominance of non-discretionary assets and use of fee-sharing and co-advisor arrangements.

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 seven years of industry experience. She holds a Series 65 designation and has previously worked at Ehlert Financial Group and Protected Tomorrows. Outside of her advisory role, she serves as a 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, corporate and institutional investors, and 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 services for other advisers through its managed account platform.

Cameron Crone is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Odessa, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Avantax Investment Services and Troy Chesnut & Associates, where he also assists with accounting and tax preparation services. LaSalle St. Investment Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering fee-based financial planning and a variety of portfolio management services. The firm employs both passive and active investment strategies across multiple asset classes and manages a significant portion of assets on a non-discretionary basis.

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.

Karoline O'Connor is a financial advisor at Gladstone Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2007 to 2021 before joining Gladstone and LPL Financial in 2021. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers who customize strategies and utilize third-party managers and technology solutions for comprehensive portfolio and plan management.

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. 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.

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.