Benjamin Packer is a financial advisor at Ritholtz Wealth Management in Chicago, IL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Ritholtz Wealth Management in 2025, he worked at Charles Schwab and Column Capital Advisors. Ritholtz Wealth Management serves individual and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance, using diversified low-cost ETFs along with tactical overlays and alternative investments.

Jennifer Barry is a CFP® and CFA® with 29 years of industry experience. She has worked at Aaron Wealth Advisors since 2021 and previously spent 23 years at Citigroup Global Markets. Barry holds a Series 63 license. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners and family offices, providing discretionary and non-discretionary portfolio management along with financial consulting. The firm uses an outsourced platform to access third-party managers and offers option overlay strategies, with a client base that includes insurance-related relationships through an affiliated insurance advisory entity.

Ashley Garrido is a financial advisor at A.G.P. / Alliance Global Partners in Chicago, IL, holding Series 63 and Series 65 designations with six years of industry experience. She previously worked at Sentinus Securities, LLC and Bloomingdale's. Outside of her advisory work, she serves as Treasurer and head of the finance committee for the 1313 Ritchie Court Condominium Association. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services, including management of pooled vehicles and proprietary investment funds.

Clay Hessel is a financial advisor at Alera Investment Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securian Financial Services, Minnesota Life, Triad Advisors, and GCG Financial. He is also involved in providing life insurance and protection solutions to clients. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a long-term, fundamentally driven investment approach and serves both retail investors and plan sponsors with discretionary portfolio management and ERISA-focused plan services.

Sandra Evans is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has worked at La Salle St. Securities, Inc. for 34 years and Carrollton Bank for 41 years, where she serves as Assistant Vice President and Trust Officer. Evans is also secretary-treasurer of Evans Farm Equipment, Inc. and a board member of the Prairie Council of Aging. 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 manages both non-discretionary and discretionary investment programs with a focus on a diverse asset mix, including mutual funds, ETFs, equities, fixed income, and options.

Brian Janecke is a CFP® with 16 years of industry experience. He is currently with Curi Capital, LLC and has previously worked at RMB Capital Management LLC and Jacobus Wealth Management, Inc. since 2005. 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 clients, applying a long-term, fundamentally driven investment approach across various account types and strategies.

Jeremy Zoladz is a financial advisor with Americana Partners, LLC in Chicago, IL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He previously worked at Dynasty Securities, LLC and Dynasty Wealth Management, LLC from 2015 to 2026. Zoladz is also involved with Dynasty Financial Partners, LLC in an investment-related capacity. Americana Partners serves individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm offers customized portfolio management through discretionary and consultative approaches, employing a broad range of investment vehicles and strategies, including alternative and privately placed investments for eligible clients.

Raymond Sullivan Jr. is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at FourStar Wealth Advisors since 2020 and previously spent seven years with PKS Advisory Services, Purshe Kaplan Sterling Investments, and Forum Financial Management. Sullivan is also a Certified Public Accountant and operates an accounting and tax practice through Sullivan & Sullivan, Ltd, where he has been a principal since 1991. Additionally, he serves as president and treasurer of the Sertoma Speech-Hearing Center, a not-for-profit organization. FourStar Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides financial planning, investment management, wealth management, and retirement plan consulting, combining fundamental and technical analysis to tailor portfolios across a broad range of investment vehicles and independent managers.

Kristi Mills is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with 17 years of industry experience. She holds a Series 65 designation and has been with the firm since 2005. 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 customized long-term asset allocation and diversification strategies, with client decisions made following detailed evaluations of their goals.

Jared Shirk is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds the Series 66 designation and has four years of industry experience. His background includes roles at Capital Wealth Partners and LaSalle St. Securities, as well as involvement with Purdue University. Outside of advising, he is engaged in fixed insurance contracting and operates a mowing business. 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 approaches, utilizing a mix of asset-allocation models and third-party manager oversight.

Nadezda Scharnell is a Series 66-licensed financial advisor with Merit Financial Advisors in Chicago, IL, bringing 14 years of industry experience. Her prior roles include ten years at Morgan Stanley and several positions at Commonwealth Financial Network and Blueprint Wealth Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach managed by an internal team and offers both discretionary and non-discretionary account services through a network of representatives operating under local DBAs.

Mitchell Thornton is a financial advisor at Northern Trust Securities, Inc. with 31 years of industry experience. He has been with Northern Trust Securities since 2010. Thornton holds Series 63, Series 65, and Series 66 designations. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts and Strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Mike Angelopoulos is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with B. Riley Wealth Advisors since 2016 and previously worked at National Securities Corp. Angelopoulos is president of Porchlight Real Estate PLLC, a real estate investment venture. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, managing approximately $4.21 billion in assets across a variety of programs and strategies.

Nicholas Ginnodo is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Riverpoint Wealth Management, The Vanguard Group, and Cetera Investors. Outside of finance, he worked at WPGU 107.1 and the University of Illinois at Urbana-Champaign during earlier years. FourStar Wealth Advisors serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis to construct tailored portfolios across various asset classes and also provides retirement plan consulting and private fund advisory services.

Nicholas Rossetti is a CFP® and Series 66 registered advisor with Merit Financial Advisors, based in Deerfield, IL, and has four years of industry experience. His prior roles include positions at Great Lakes Advisors, Wintrust Investments, Northern Trust Corporation, and The Pinnacle Financial Group. Merit Financial Advisors is a multi-team SEC-registered firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified investment approach with centrally managed portfolios overseen by an internal team, while offering customizable options through a network of investment adviser representatives.

Eric Rosenbloom is a Senior Vice President at Alera Investment Advisors, LLC with 23 years of industry experience. He holds the ChFC® and Series 66 credentials. His prior experience includes roles at Securian Financial Services Inc., Minnesota Life, Triad Advisors, Inc., and GCG Financial, where he continues to serve as a financial advisor. Rosenbloom is also involved in life settlements through the Ashar Group. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a long-term, fundamental analysis-driven investment approach utilizing mutual funds, ETFs, equities, and fixed income, and offers ERISA-focused services for retirement plans.

Sarah Tims is a CFP® and Series 66 designated advisor with 23 years of industry experience. She is currently with Northern Trust Securities, Inc., having joined in 2026. Prior to that, she worked at RMB Capital Management, LLC for 16 years and Curi Capital, LLC for 21 years, as well as UBS Financial Services for two years. Northern Trust Securities, Inc. provides discretionary portfolio management through a wrap fee program serving high-net-worth individuals, retail investors, and institutional clients. The firm uses a model-driven approach to implement and oversee diversified portfolios that include proprietary and third-party investment products.

Regan Beaver is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, Illinois, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked with LaSalle St. Securities, L.L.C. since 2003. 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 and is notable for managing a larger portion of assets on a non-discretionary basis compared to typical large enterprise advisers.

Ronald Feltes is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities LLC since 2015 and at Heartland Investment Associates, Inc. since 1990. He is also involved in fixed insurance activities. 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 investment programs, with a notable emphasis on non-discretionary asset management.

Emily Pattee is a financial advisor at Oxford Financial Group, Ltd with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley and Northwestern Mutual Investment Services LLC. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, financial and estate planning, fiduciary trust administration, and access to private market investments, utilizing a diversified investment approach across public and alternative asset classes.