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.

Robert Geller is a financial advisor at Arete Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Securities America Advisors and Primerica. Outside of advisory roles, he also provides life insurance and annuities services through Personal Financial Strategies, Inc. Arete Wealth Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, pensions, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary model-based portfolio management and integrates affiliated financial businesses and product channels into its offerings.

Foster Manierre is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63, Series 65, and Series 66 licenses and bringing seven years of industry experience. His prior roles include positions at Morningstar, RBC Capital Markets, Bank of America, and Merrill. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of asset-allocation models, mutual funds, ETFs, equities, fixed income, and options.

Rafia Hasan is a CFP®, CFA®, and holds a Series 66 license with 11 years of industry experience. She is currently with Perigon Wealth Management, LLC and has previously worked at Wipfli Financial Advisors, LLC and Hewins Financial Advisors LLC. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Patrick Wagner is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and possessing six years of industry experience. He has worked in various roles at companies including KT Colors, Devo Inc, VoltDb, Inc, and HPE Vertica. Outside of finance, he owns KT Colors, a custom framing and art supply retail store in Elmhurst, Illinois. 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 investment programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, and manages a predominantly non-discretionary asset base.

Trisha Vergeire is a financial advisor at Northern Trust Securities, Inc. with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Robinhood Markets, Inc. and JPMorgan Chase Bank NA. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, offering Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs with integrated advisory, brokerage, and custody services.

Dario Kerkez is a financial advisor with IHT Wealth Management LLC based in Chicago, IL. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to joining IHT Wealth Management in 2018, he worked at firms including LPL Financial, Private Advisor Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, he is involved in soliciting health insurance and Medicare supplement plans. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools to manage diversified portfolios that include ETFs, mutual funds, fixed income, and option strategies, supported by discretionary asset management and financial planning services.

Patrick Stimson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. He has worked at RMB Capital Management LLC since 2015. Curi Capital serves a diverse client base including individuals, families, institutional and corporate clients, and retirement plan sponsors. The firm employs a long-term, fundamental investment approach combining in-house strategies and external managers, managing approximately $9.83 billion across various accounts and funds.

John Stitt Jr. is a financial advisor with WORLD EQUITY GROUP, Inc. in Schaumburg, IL, holding a Series 63 designation and bringing 33 years of industry experience. He has been with World Equity Group since 2002 and has operated John Stitt, Inc. since 1993. In addition to his advisory work, he is a sole proprietor and independent agent selling and servicing group health, dental, life, long-term care, and disability insurance products. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profits, and financial institutions. The firm offers a range of portfolio management and financial planning services using a combination of model-based and customized investment approaches.

Nicole Meihofer is a financial advisor at IHT Wealth Management LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Aurelien Capital Partners LLC, Annie & Oliver, LLC, Fort Point Capital Partners, and Merrill. In addition to her advisory work, she is also licensed as an insurance agent. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools across diversified portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Scott Uebelhoer is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and Invest Financial Corporation. Outside of his advisory work, he is involved in insurance sales focused on life and disability coverage and holds management responsibilities in a holding company associated with outside business activities. 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 offers both discretionary and non-discretionary asset management across a variety of investment strategies, including mutual funds, ETFs, equities, fixed income, options, and alternative vehicles.

Gregory Karolich Jr. is a financial advisor at Zacks Investment Management, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at Zacks Investment Management since 2012, also having experience with LBMZ Securities, Inc. since 2023. 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 centered on earnings-estimate revisions and offers a broad range of strategies and investment vehicles, while also serving as a model provider to other advisers and managing high client density alongside a substantive wholesaling and model business.

Elliot Salrin is a financial advisor with Zacks Investment Management, Inc., holding a Series 65 designation and four years of industry experience. He has been with Zacks Investment Management since 2020, following roles at Pepsi Mid America, Pinch Penny Liquors, Papa Johns, Victoria Secret, and Southern Illinois University - Carbondale. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, serving as portfolio manager for mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and offers retail wealth management, alternative investments, and model portfolios.

James Burke is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 65 designation and six years of industry experience. He previously operated Burke Trading for ten years before joining Chicago Partners in 2018. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach using fundamental analysis and offers customized portfolios with strategies such as direct indexing and tax-loss harvesting.

Kyle Holben is a financial advisor at Alera Investment Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Triad Advisors, New York Life Insurance Company, and Nylife Securities LLC. Outside of finance, he is a co-owner of an automotive detailing business. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension-consulting platforms in its advisory services.

Scott Kessler is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Noyes Advisors LLC and B. Riley Wealth Management. Kessler is also a licensed insurance agent involved in fixed insurance sales through B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions.

Jeffrey Haskin is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with 18 years of industry experience. He has been with Zacks Investment Management since 2008. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a proprietary investment process based on quantitative and qualitative analysis and serves both direct clients and third-party advisers through a range of strategies and investment vehicles.

Andrew Palomo is a CFP® with 17 years of industry experience and is currently affiliated with LaSalle St. Investment Advisors, L.L.C. He has previously worked at Arbor Point Advisors, Osaic Advisory Services, and LPL Financial, among others. Palomo serves as a board member at large for the American Legion Post 42 Charitable Foundation. LaSalle St. Investment Advisors provides 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 investment programs, focusing on asset allocation models and a mix of mutual funds, ETFs, equities, fixed income, and options.

Amy Parks is a CFP® with 14 years of industry experience. She has worked at The Mather Group, LLC since 2019 and was previously with Dimensional Fund Advisors for seven years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and customizable portfolio options.

Ben Niu is a CFA® charterholder with eight years of industry experience. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management LLC and IronBridge Capital Management, LP. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers, managing approximately $9.83 billion across various investment vehicles.