Jacqueline Bulava is a Series 66 licensed advisor with eight years of industry experience, currently with LaSalle St. Investment Advisors, L.L.C. She has previously worked with firms including Osaic Advisory Services, Arbor Point Advisors, and Securities America, Inc. Outside of her advisory role, she is involved as an independent life insurance agent and serves as Director of Operations for The Bulava Group, a real estate sales business. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment management, utilizing asset allocation models and a range of investment vehicles, and manages a predominance of assets on a non-discretionary basis.

Charles Lesser is a CFP®-credentialed financial advisor at Performance Wealth with six years of industry experience. He previously worked at Balasa Dinverno Foltz LLC and EFG Advisors. He has also held roles outside of financial services, including positions at Otis Elevator Company and Illinois State University. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services. The firm employs a primarily long-term, portfolio-focused investment approach using diversified allocations of low-cost mutual funds and ETFs alongside individual securities and alternative investments.

Megan De Jong is a financial advisor at Advance Capital Management Inc with two years of industry experience. She holds the Series 65 designation and has been with Advance Capital Management since 2022. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations, focusing on financial planning and portfolio management using mutual funds and ETFs. The firm employs a structured investment process with a Recommended List and model portfolios tailored to clients' needs, utilizing independent managers and discretionary oversight.

Brent Penrose is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to joining Northern Trust in 2025, he worked at JPMorgan Securities LLC, UBS Financial Services, Inc., HSBC Securities USA Inc., and Wells Fargo Clearing. He serves on the board of Little Heroes League, a nonprofit organization that provides funding for children born with multiple major organ defects. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management and brokerage services to high-net-worth individuals, retail investors, and institutional clients. The firm uses a model-driven investment approach with a range of proprietary and third-party products, delivering portfolios through the Fidelity Managed Account Xchange platform.

Katherine Ruetz is a financial advisor at Northern Trust Securities, Inc. with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients, offering discretionary portfolio management through model-driven strategies that include Separately Managed Accounts, Fund Strategist Portfolios, and Strategist Unified Managed Accounts via the Fidelity Managed Account Xchange platform.

Edmond Ducett is a financial advisor at Arete Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has been with Arete Wealth Management LLC since 2010. Outside of his advisory role, he serves as President of Ducett Consulting and is a managing partner and part owner of Equity Markets Group, a capital-raising distribution firm. He is also involved as a placement agent and wholesaler for Cunat Multi-Family Investment Fund 1 and supports administrative and marketing efforts at Vieste Group. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan services, employing both advisor-driven and proprietary model allocations while integrating affiliated financial businesses and third-party managers.

Andrew Bratina is a Series 65-licensed advisor with Chicago Partners Investment Group LLC, where he has worked since 2023. He has two years of industry experience and previously held positions at several educational institutions and Amazon Air. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and an automated advisory program. The firm employs a long-term, diversified investment strategy, utilizing fundamental analysis and customized portfolios with various asset classes and strategies.

John Thomas is a financial advisor at Chicago Partners Investment Group LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Denison University and Loyola Academy. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, and corporations. The firm follows a long-term, diversified, asset-allocation approach combining fundamental analysis with quantitative optimization and manages portfolios across a range of asset classes including mutual funds, ETFs, and structured products.

Davis Lipp is a Series 65-licensed financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with one year of industry experience. Prior to joining Zacks, he worked in logistics and held positions at Miami University and Saint Xavier High School. Zacks Investment Management offers discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs proprietary quantitative and qualitative models, notably a stock-ranking system based on earnings-estimate revisions, across a wide range of strategies and also provides indices, model portfolios, and alternative private funds through multiple distribution channels.

Harry Greene is a financial advisor at Altitude Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brookstone Wealth Advisors and RedHawk Wealth Advisors, Inc. Greene is also president of Greene Financial Services, Inc., where he manages indexed annuities, health, life, disability, and long-term care products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm uses a multi-team approach, tailoring strategies to client objectives and risk tolerance, and manages accounts with a mix of asset allocation, dollar-cost averaging, technical analysis, and varied purchase strategies.

Catherine Kane is a Certified Financial Planner™ and Personal Financial Specialist™ with 16 years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors, LLC since 2015 and has worked at CliftonLarsonAllen LLP since 2006, where she is also a principal. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse range of clients, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios, integrates wealth, tax, estate, and insurance professionals, and operates as both a registered broker-dealer and licensed insurance agency.

Joseph Cusick is a financial advisor with Calamos Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Calamos advisors and related entities since 2019 and was previously employed at OCC and Tradingblock. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment process combines asset allocation, quantitative and qualitative evaluation, and utilizes a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.

John Dalton is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at Advisory Services Network and previously spent 17 years at Managed Asset Portfolios. Outside of his advisory work, he co-owns and rents out a building in Chicago. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across a range of investment vehicles.

Brian Falls is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Merrill, and Bank of America. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with services including discretionary asset management, financial planning, and ERISA plan consulting. The firm’s investment approach utilizes proprietary model portfolios, third-party managers, and discretionary OCIO mandates, combining fundamental value screening and quantitative optimization with strategies such as tax-lot harvesting and covered-call options.

Aaron Ahlstrom is a CFP® with 16 years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd. Prior to joining JMG in 2024, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2009 to 2024. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with a planning-based, long-term investment approach. The firm offers comprehensive wealth and portfolio management, along with in-house tax consulting and private investment fund advisory services.

Timothy Meisenheimer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 17 years of industry experience. He holds a Series 66 designation and has been with LaSalle St. Investment Advisors since 2011. Outside of his advisory role, he is a member of the board for Gospel Patrons, a nonprofit focused on raising the next generation of Gospel Patrons, and produces educational content including a podcast and retirement planning videos. 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 programs, with a notable emphasis on non-discretionary asset management.

Kevin Dawrant is a CFP® with seven years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior experience includes roles at LPL Financial, EFG Advisors, and ValMark Advisers. VestGen Advisors, LLC serves 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 management and utilizes third-party managers and affiliated funds as part of its investment approach.

Kevin Newman is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 65 and Series 63 licenses with 12 years of industry experience. He has worked with Ausdal Financial Partners since 2013, including a period when he operated Newman & Associates Ltd., where he also served as an insurance producer. Outside of advisory work, he has experience as a freelance translator. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a large network of advisors. The firm offers a variety of investment and financial planning services, tailoring strategies to client objectives and employing multiple custodians and third-party managers.

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.