Alejandro Pastrana is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior roles include positions at Northwestern Mutual and Serene Financial Group. Pastrana is the sole proprietor of Serene Financial Group, LLC, where he provides life, health, long-term care, and disability insurance. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a range of investment solutions, including third-party managers and various managed account structures, available on both discretionary and non-discretionary bases.

Christian Early is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 designation with five years of industry experience. He previously worked at RMB Capital Management LLC from 2019 to present and has professional experience outside finance, including roles at Denison University and Ruth Lake Country Club. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional investors. The firm employs a long-term, fundamentally driven investment approach across various account types, combining in-house and external strategies for portfolio construction.

Steven Mogul is a financial advisor at Arete Wealth Advisors, LLC with 29 years of industry experience. He previously worked at UBS Financial Services for 17 years and at Miramar Capital for 3 years. He serves on the board of the Ann & Robert H. Lurie Children’s Hospital Children’s Research Fund. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it employs third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Stephen Gigliotti is a financial advisor with BMO Nesbitt Burns Securities Ltd. in Chicago, IL, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities, where he worked for 12 years before joining BMO-related firms in 2018. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts in both the U.S. and Canada. The firm manages accounts according to client-specific Investment Policy Statements, utilizing a diversified approach that includes equities, fixed income, mutual funds, and ETFs.

Paul Wong is a CFP®-certified financial advisor with 30 years of industry experience, currently practicing at LaSalle St. Investment Advisors, L.L.C. He has worked at La Salle St. Securities, Inc. for nearly three decades. Outside of his advisory role, Wong serves as Treasurer and Committee Member of the Mission Related Investment Committee at Grace Church. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base including individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, emphasizing a predominantly non-discretionary asset mix.

Jacob Barton is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Promus Holdings, LLC for 13 years before joining Waverly Advisors in 2025. Outside of his advisory role, he managed a vending machine franchise business that is currently being wound down. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, and offers a range of services including financial planning, retirement consulting, and multi-family office services.

John Berger is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with LaSalle St. Investment Advisors since 2000 and affiliated with La Salle St. Securities since 1991. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominance of non-discretionary assets under management.

Andrew Mattingly is a financial advisor at The Mather Group, LLC with a Series 66 credential and less than one year of industry experience. His previous roles include positions at Lenox Advisors, MML Investors Services, MassMutual Life Insurance Company, and Stock Yards Bank and Trust. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG factor portfolios.

Kobe Rudin is a financial advisor at Curi Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Curi RMB Capital, LLC and Preqin. His background also includes roles in education and graphic design. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional investors, using a long-term, fundamentally driven investment approach across various managed accounts and funds.

Kevin Tavas is a financial advisor with Silver Oak Securities, Inc. and holds a Series 66 designation. He has 25 years of industry experience, including roles at Cetera, Bright Futures Wealth Management, and Lifetime Financial Group, where he currently serves as an investment advisor and equity strategist. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives, with an emphasis on discretionary investment management and operational features such as automated portfolio monitoring and deployment.

Alexander Blashewski is a financial advisor at IHT Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and IHT Wealth Management since 2012. In addition to his advisory role, he provides tax preparation and accounting services through related business activities. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisors.

Grace Kramer is a financial advisor at SpiderRock Advisors, LLC in Chicago, IL, holding Series 65 and Series 63 licenses with two years of industry experience. She previously worked at BlackRock Investments LLC and PNC Capital Markets, LLC. Outside of finance, Kramer has experience in the food industry with Bourbon Barrell Foods. SpiderRock Advisors, LLC provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic, quantitative, and fundamental analysis through proprietary software to manage option-based hedges and overlays. The firm is registered with the Commodity Futures Trading Commission and operates as an indirect subsidiary of BlackRock.

Tyler Kendzior is a Series 65-licensed financial advisor with McAdam LLC in Chicago, IL, where he has worked since 2019. He has four years of industry experience, including prior roles at Room 38 and the University of Missouri. McAdam LLC serves a diverse clientele including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary investment approach with portfolios tailored through fundamental analysis and incorporates specialized exposures such as private investment funds and cryptocurrency via exchange-traded vehicles.

David Paske is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Saxony Securities since 2003. Outside of his advisory work, he serves as a special education teacher at Lyons Township High School. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates with a multi-team model and employs a range of investment strategies, including technical and fundamental analysis, while also offering third-party advisory services.

Ian Barr is a CFP® with 18 years of experience in financial advising. He is currently with Pure Financial Advisors, LLC and has previously worked at firms including Morgan Stanley, Fisher Investments, and J.P. Morgan Securities. Pure Financial Advisors, LLC manages approximately $11 billion in assets for individual and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management, employing a financial-planning-centered approach that incorporates academic theories such as modern portfolio theory and tax-aware asset-location.

What is "Vita"? "Vita" means life in Italian and at Vita Wealth Management, we believe life is meant to be lived to the fullest, and money is simply a tool to help you achieve your best life. By aligning your financial strategy with your personal goals, we help you make informed decisions so you can focus on what truly matters. "I started Vita Wealth Management because I believed that there was a better way of doing things and in order to best serve clients I needed to be completely independent. This allows me to remain completely objective and focus on providing the best advice possible." Being independent and Fee Only allows us to avoid being pushed to sell propriety products, portfolios, insurances and direct conflicts of interest. Vita Wealth Management is a full service wealth management and tax firm. Being an Enrolled Agent also puts us in a unique position to provide in-depth tax planning and tax preparation services for our clients. We believe doing this in tandem with investment management and financial planning creates significant value for our clients.

Peter Arboleda is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Lpl Insurance Associates, LPL Financial, and IHT Wealth Management since 2014. Outside of his advisory role, he provides business strategy support for a family-operated flower shop. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, trusts, and corporate clients. The firm employs a diversified investment approach that combines fundamental stock selection with quantitative tools, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Michael Clark is a CFP® with 49 years of industry experience, currently affiliated with M Holdings Securities, Inc. since 2001. He has also been associated with Jamieson Financial Services, LLC for 15 years and has operated as a self-employed advisor under Clark & Ennen for 37 years. Clark serves on the Finance Council at Our Lady of Peace Parish and is a council member of the Diocesan Finance Council, providing volunteer financial advisory services. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory, with a focus on suitability-based recommendations and ongoing portfolio monitoring.

Brian Musso is a financial advisor at Waverly Advisors, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Promus Capital, LLC for 17 years before joining Waverly Advisors in 2025. Musso serves on several boards, including Anotherland Ventures, a music label, and the North Austin Community Center, a nonprofit organization. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and multi-family office solutions, integrating traditional and alternative strategies.

John Walsh is a financial advisor at FourStar Wealth Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Oppenheimer, and Realta Equities, Inc. Walsh operates out of Chicago, IL. FourStar Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm applies both fundamental and technical analysis to tailor investment portfolios across various asset classes and offers financial planning, wealth management, and retirement plan consulting services.