Evan Kasal is a financial advisor at Fourstar Wealth Advisors, LLC based in Chicago, IL. He holds a Series 65 designation and has been in the industry since 2023. Prior to joining Fourstar Wealth Advisors in 2024, he worked at The Power Company and NielsenIQ. Fourstar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, and retirement-plan consulting, using a mix of fundamental and technical analysis to tailor portfolios across various asset types.

Jason Johnson is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and 17 years of industry experience. His prior work includes roles at Wells Fargo and Northwestern Mutual. Outside of his advisory work, Johnson serves as Deputy Commissioner for USA Softball of Nevada and is an assistant high school softball coach, as well as a part-time substitute teacher. 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 asset management.

Mark Harmon is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, holding a Series 65 designation and bringing 29 years of industry experience. He has been with FourStar since 2016 and previously worked at Kingsview Asset Management from 2014 to 2016. Outside of his advisory role, Harmon is also an independent insurance agent, focusing on life insurance sales as part of overall financial planning. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a wide range of clients, including high-net-worth individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management with a focus on tailored risk tolerances and objectives, utilizing both fundamental and technical analysis.

Thomas Clark is a financial advisor at Merit Financial Advisors with two years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, Blueprint Wealth Advisors, Charles Schwab Investment Management, and Jackson National Asset Management. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving around 20,040 clients across 66 offices and managing approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed sleeves and standard model allocations overseen by an internal Investment Management team.

Rebecca Szewczyk is a financial advisor at Alera Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including OSAIC, Triad Advisors, Empower Retirement, and GWFS Equities. Szewczyk is involved in client service management for retirement plan services across multiple affiliated entities. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management and ERISA-focused plan services, utilizing a combination of internal management, affiliate platforms, and independent managers with a primarily long-term investment approach.

Edilberto Ortiz is a financial advisor at IHT Wealth Management LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IHT Wealth Management since 2016, LPL Financial since 2009, and was a partner at E.C. Ortiz & Co. LLP, an accounting and auditing firm, for 47 years. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm utilizes a blend of fundamental stock selection and quantitative tools across diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisers.

Byron Mandell is a financial advisor at Chicago Partners Investment Group LLC with six years of industry experience. He holds the CFP® and Series 65 designations and has been with Chicago Partners since 2018. In addition to his advisory work, Mandell is affiliated with Loyola University Chicago. Chicago Partners Investment Group LLC provides advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and family offices. The firm employs a long-term, diversified, asset-allocation investment approach, utilizing mutual funds, ETFs, direct indexing, fixed income, options, structured notes, and select alternative strategies.

Terry Mccaffrey is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Optimum Investment Advisors since 2009. He is also a co-founder and member of VestGen Wealth Partners Holdings, LLC, a financial services holding company. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, wrap-fee programs, and retirement plan services using a variety of analytical methods and third-party managers.

Manish Jain is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Zacks Investment Management since 2007. 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 stock-ranking approach centered on earnings-estimate revisions and offers a wide range of strategies and investment vehicles, operating across retail, institutional, and third-party distribution channels.

Patrick Wade is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2019 and previously held roles at Wintrust Financial Corp. and Cosentino Financial Group. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, endowments, 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 various strategies such as direct indexing and tax-loss harvesting, and is notable for sponsoring affiliated pooled investment vehicles and serving insurance company clients.

Gary Costarella is a financial advisor with Nations Financial Group, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Nations Financial Group in 2025, he worked for Wells Fargo Advisors Financial Network LLC for 16 years. He is also the owner of C & R Capital Management, through which he provides investment and advisory services. Nations Financial Group, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

George Fludas is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 credential with three years of industry experience. He co-founded Esygma Inc., a digital marketing and web development firm supporting small businesses, though he is no longer actively involved in its operations. Prior to joining Zacks in 2022, his work history includes roles outside the financial industry. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients. The firm employs proprietary quantitative models combined with qualitative portfolio management across diverse strategies and manages affiliated mutual funds and ETFs, distributing strategies through various wrap-fee and unified managed account programs.

Benjamin Wozniak is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 credential. He has one year of experience in the industry, including time spent at The Mather Group and prior roles outside finance such as Benoot Pressure Washing and Poplar Creek Country Club. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities with combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customized strategies including direct indexing and ESG portfolios.

Joshua Glorch is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. He has worked at NorthRock Partners since 2019 and previously spent three years at Ameriprise Financial Services, Inc. He holds the Series 63 and Series 65 licenses and maintains current Illinois insurance licensure. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and periodic rebalancing while integrating private market allocations and utilizing AI tools alongside human oversight.

Grant Luebe is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cedar Rapids Bank & Trust and Heartland Investment Associates. Outside of his advisory role, he serves on the board of the Birkey Investment Fund, participates on finance committees for Wellington Heights Community Church and Heritage Area Agency, and is involved with Junior Achievement of Eastern Iowa. 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 and offers both discretionary and non-discretionary management, with a notable emphasis on non-discretionary assets.

Liza Blundell is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Jefferies LLC since 2013. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad range of clients including individuals, trusts, estates, and corporations. The firm employs a customized, collaborative planning process supported by financial planning software and scenario analysis, focusing on comprehensive planning topics without offering security-specific investment recommendations.

Dov Robinson is a financial advisor at M Holdings Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at M Holdings Securities since 2017, previously spending a year at Kestra Financial Services and maintaining involvement with The Robinson Financial Group since 2005. Outside of his advisory work, he is a member of the YU Kollel Torah MiZion, where he provides strategic and programming advice, and serves on the board of Camp Moshava Wildrose, contributing to governance and fundraising efforts. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations, offering both advisory and brokerage services through a nationwide network of independent professionals. The firm provides a range of investment management programs, retirement plan consulting, and financial planning, utilizing platform providers and sub-advisory arrangements to support portfolio management and client service.

Liam Duffy is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 65 designation and three years of industry experience. His prior work includes roles at John B. Sanfilippo and Son, Lifetime Fitness, and Joe's Brewery. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.

Charles Garrido is a financial advisor with A.G.P. / Alliance Global Partners in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at McDonald Partners LLC for seven years before joining A.G.P. in 2018. Garrido serves as president of the FAF Foundation, a nonprofit organization, and is Secretary of the Board and Chair of the Finance Committee for RAICES, a charitable organization focused on asylum and migrant advocacy. He is also working on authoring two books, one on growing up Cuban and another on financial strategies. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and other entities, providing portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and is known for combining advisory services with active brokerage and product distribution.

Nicole Polanco is a CFP® professional with eight years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2015. She holds the Series 65 designation and is based in Chicago, IL. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis and a range of strategies such as direct indexing and tax-loss harvesting, while offering customized portfolio management and financial planning services.