Daniel De Riso is a CFP® and CFA® affiliated with Advisors Capital Management, LLC, based in Chicago, IL, with one year of industry experience. Before joining the firm, he worked at ABCO Peerless Sprinkler Co and attended Villanova University. Outside of his advisory role, he owns RG Entertainment, LLC, an online product sales business active on social media platforms such as TikTok Shop. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and intermediary clients, providing discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions. The firm combines macroeconomic analysis with fundamental, quantitative, and qualitative research across various asset classes and manages over $8 billion in discretionary assets, supporting a large network of advisors and clients.

Edward Luebe is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and 65 licenses and bringing 38 years of industry experience. He has worked at LaSalle St. Securities LLC since 2015 and Heartland Investment Associates, Inc. since 1990. Outside of his advisory role, he is involved in a fixed insurance business. LaSalle St. Investment Advisors provides personalized, 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 investment programs, managing a significant proportion of assets on a non-discretionary basis.

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.

Cameron Crone is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with five years of industry experience. He holds a Series 66 designation and has worked at LaSalle St. Investment Advisors since 2022. Outside of his advisory role, he is involved with Troy Chesnut & Associates, assisting clients with accounting services and tax preparation. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a mix of asset-allocation models, mutual funds, ETFs, equities, fixed income, and options.

Daniel Stringfellow is a financial advisor at VestGen Advisors, LLC in Chicago, IL, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at Rothchild Investment LLC and Private Client Services. Outside of his advisory work, he is involved with Starterbox Studios. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction, utilizing third-party managers and affiliated funds as part of its service offerings.

James Kim is a financial advisor at VestGen Advisors, LLC with 20 years of industry experience. His career includes roles at Penn Mutual Life Insurance, Ohio National Financial Services, THE O.N. Equity Sales Company, and other firms. He serves as a board member and Treasurer of New Community Outreach, a nonprofit organization focused on youth and community in the Bronzeville area. VestGen Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction, using third-party managers and proprietary funds to serve a diverse client base including retail, institutional, and governmental entities.

Stephen Gaul is a CFP® professional with two years of experience at JMG Financial Group Ltd in Downers Grove, IL. His career includes various roles prior to joining the financial industry, including positions with FedEx and multiple minor league hockey teams. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management and tax consulting services. The firm follows a planning-based, long-term investment approach featuring strategic asset allocation and utilizes a diverse range of investment vehicles, including ETFs, mutual funds, and private investments.

Jerrick Tran is an advisor at Sequent Planning, LLC based in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Sequent Planning, he was associated with JDTrust Wealth Partners, Lenox Advisors, and MML Investors Services, as well as MassMutual Life Insurance Co. Sequent Planning, LLC operates as an SEC-registered investment adviser serving individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm utilizes a structured risk framework and offers a combination of firm-developed models, third-party managers, and customized allocations through a network of investment adviser representatives.

Joseph Mc Dermott is a CFA® charterholder with 23 years of industry experience, currently serving at Curi Capital, LLC. He has held roles at multiple firms, including Foreside Fund Services and Aviva Investors Americas. Mc Dermott also acts as Chief Compliance Officer for Curi RMB Capital, LLC, where he oversees compliance and risk management. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a variety of strategies and investment vehicles.

Karoline O'Connor is a financial advisor with Gladstone Wealth Partners in Schaumburg, IL, holding Series 63 and Series 65 credentials and nearly three decades of industry experience. Her prior roles include 14 years at UBS Financial Services and five years at LPL Financial. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of investment approaches and is notable for its integration of retirement plan services and institutional manager relationships.

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.

Daniel Lundquist is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. since 2011. He is also involved as an education presenter providing 401(k) plan education services and serves as vice president of his local homeowners association. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and businesses with a broad range of advisory and financial planning services, managing approximately $3.73 billion for over 16,000 clients through a large network of investment advisor representatives. The firm offers customized investment strategies and utilizes multiple custodians and third-party managers to meet client objectives.

Edward Meisenheimer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LaSalle St. Investment Advisors since 2011. Outside of his advisory work, he oversees medical insurance for missionaries through GOMISSIONTRIP.COM and is the founder of 59ANDAHALF.COM, a marketing venture targeting individuals aged 59.5 and advisors. 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 managed programs utilizing a mix of asset classes and manager selection strategies.

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.

Lori Barone is a CFP® with 28 years of industry experience, currently affiliated with Silver Oak Securities, Inc. She has previously worked at Securities America Advisors, Inc. and Securities Service Network, Inc. Barone also operates Barone Financial Group, Inc., an independent financial professional firm offering investment advice and financial planning services. Silver Oak Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs focusing on discretionary, customized investment management aligned with client objectives and risk tolerances.

Stephanie Jajtner is a financial advisor at Curi Capital, LLC with 17 years of industry experience. She holds a Series 65 designation and has worked at Curi Capital since 2017, following 14 years at Jacobus Wealth Management, Inc. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm’s investment approach focuses on long-term, fundamentally driven processes applied across multiple investment vehicles, including separately managed accounts, model portfolios, mutual funds, and private funds.

Michal Martinek is a financial advisor at Forum Financial Management, LP with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Charles Schwab and Terra Investors LLC. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for independent RIAs, managing portfolios primarily with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Freddie Blumenfeld is a financial advisor with Latitude Advisors, LLC in Skokie, Illinois, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Latitude Advisors since 2010 and also has a long-standing role at Pawlan Blumenfeld Miscinski & Assoc Ltd, where he is involved in accounting and tax return services. Additionally, he works as an independent insurance agent with a focus on life and health insurance. Latitude Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering financial planning, discretionary portfolio management, and pension consulting. The firm uses valuation-driven and momentum-based multi-asset model strategies, combining in-house and third-party approaches, and emphasizes continuous monitoring and rebalancing of client portfolios.

Elizabeth Niemenski is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. She holds a Series 65 designation and has worked previously at Ameriprise Financial Services and in various other roles including at Michigan State University and Jewish Senior Life. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm’s investment approach combines fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and frequently utilizes third-party separate account managers and alternative investments.

Melissa Moser is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at B. Riley Wealth Advisors, B. Riley Wealth Management, and Merrill. Centennial Securities provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, corporate pension plans, trusts, foundations, and other entities. The firm’s investment advice is delivered through its advisor representatives using a combination of fundamental and technical analysis, strategic asset allocation, and various proprietary and third-party models.