Ashley Garrido is a financial advisor at A.G.P. / Alliance Global Partners with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at A.G.P. since 2018, following two years at Sentinus Securities, LLC. Outside of her advisory work, Garrido serves as Treasurer and head of the finance committee for a condominium association in Chicago. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm uses an open-architecture investment approach with a focus on international investing and combines in-house management, third-party money managers, and sub-advisers to offer discretionary and non-discretionary strategies alongside brokerage and capital markets services.

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 at LaSalle St. Investment Advisors, L.L.C. with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at La Salle St. Securities, Inc. since 1992 and Carrollton Bank since 1985. Outside of her advisory roles, she serves as Secretary-Treasurer of Evans Farm Equipment, Inc. and is a board member of the Prairie Council of Aging. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a variety of portfolio management services. The firm employs both passive and active investment strategies across multiple asset classes and manages a substantial amount of assets primarily through non-discretionary arrangements.

Brian Janecke is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management LLC and Jacobus Wealth Management, Inc. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations. The firm employs a long-term, fundamental, bottom-up investment approach and combines in-house strategies with external managers, managing approximately $9.83 billion across various investment vehicles.

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 with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FourStar since 2020. Prior to that, he was associated with PKS Advisory Services, Purshe Kaplan Sterling Investments, and Forum Financial Management. He is also a CPA and operates an accounting and tax practice, Sullivan & Sullivan, Ltd, which he founded in 1991. Additionally, Raymond serves as President and Treasurer of the nonprofit Sertoma Speech-Hearing Center, where he assists with financial oversight. FourStar Wealth Advisors provides investment management, financial planning, and retirement consulting to individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages portfolios primarily on a discretionary basis using a mix of mutual funds, ETFs, equities, debt securities, options, and independent managers, tailoring allocations to clients’ risk tolerances and objectives.

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.

Mary Ehlert is a CFP® with 28 years of industry experience, currently serving at Simplicity Wealth. She previously worked at Forum Financial Management, LP and operated Ehlert Financial Group. Outside of financial advising, she is involved in multiple nonprofit organizations focused on special needs advocacy and disability services, including serving as CEO of Protected Tomorrows Inc and as a board member for several related charities. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, combined with model portfolios and third-party manager oversight, alongside technology-driven services for advisers.

Jared Shirk is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and four years of industry experience. His work history includes roles at LaSalle St. Investment Advisors, Capital Wealth Partners, and LaSalle St. Securities, among others. Outside of advisory work, he is involved in fixed insurance contracting through Capital Wealth Partners and operates a mowing business. 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 employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative vehicles, offering both discretionary and non-discretionary management.

Stephen Dudas is a financial advisor at World Equity Group, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Insigneo Advisory Services, Securities America Advisors, Triad Advisors, and Investacorp, Inc. before his current tenure at World Equity Group. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios primarily through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Nadezda Scharnell is a Series 66-licensed financial advisor with 14 years of industry experience, currently affiliated with Merit Financial Advisors in Chicago, IL. She previously worked at Morgan Stanley for ten years before joining Merit Financial Advisors and related firms in 2025. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by a centralized Investment Management team and Investment Committee.

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 credential with three years of industry experience. His prior roles include positions at Riverpoint Wealth Management and The Vanguard Group. Fourstar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combined fundamental and technical analysis approach, managing diversified portfolios tailored to clients’ risk tolerance and time horizon.

Nicholas Rossetti is a CFP® professional with four years of industry experience, currently serving at Merit Financial Advisors in Deerfield, IL. His prior experience includes roles at Purshe Kaplan Sterling Investments, The Pinnacle Financial Group, Commonwealth Financial Network, and Northern Trust Corporation. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services utilizing a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio models.

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.

Eric Mooney is a financial advisor at VestGen Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked in various roles including at Mooney Lyons Financial and Triad Advisors. Outside of his advisory work, Mooney serves as president and on the board of directors of the Naperville Networking Alliance, a community networking group. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a blend of analytical methods and third-party managers.

Jennie Fleming is a financial advisor with HBW Advisory Services LLC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 16 years before joining HBW Advisory Services in 2021. Fleming is also a notary public and is involved with the Greater Winfield Chamber of Commerce. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach with third-party money managers and emphasizes a client servicing model that includes institutional and intermediary roles.

Regan Beaver is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. since 2003. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a range of portfolio management services. The firm employs both passive and active investment strategies across various asset classes and is notable for its predominance of non-discretionary assets and its use of fee-sharing and co-advisor arrangements.

Ronald Feltes is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at LaSalle St. Securities LLC since 2015 and has been with Heartland Investment Associates, Inc. since 1990. Outside of advisory work, he is involved in fixed insurance 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 employs a range of investment strategies across various asset classes, managing accounts primarily through non-discretionary authority and utilizing both active and passive approaches.