Evan Kasal is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 65 credential. He has experience working in various roles since 2015, including positions at NielsenIQ and Billtrust, and joined FourStar Wealth Advisors in 2024. FourStar Wealth Advisors serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental and technical analysis to manage assets across various investment vehicles, tailoring portfolios to client risk tolerances and objectives.

Kenneth Valentino is a financial advisor at World Equity Group, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Patriot Capital Services, Inc. and Patriot Capital Management, Inc. since 2004. Outside his advisory role, he is involved in residential mortgage origination and serves as vice president of business development for a water filtration company. He also owns and manages an outdoor marijuana growing business in Michigan. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers managed portfolios mainly through wrap-fee programs and employs a risk-tolerance questionnaire to guide asset allocation, with discretionary management granted to third-party money managers and investment adviser representatives.

Jason Johnson is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Wells Fargo and Northwestern Mutual. Outside of his advisory work, he serves as Deputy Commissioner for USA Softball of Nevada and is involved as an assistant high school softball coach and part-time substitute teacher. 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 management programs, utilizing asset-allocation models and a range of investment vehicles, with a notable emphasis on non-discretionary assets.

Mark Harmon is a financial advisor at FourStar Wealth Advisors, LLC with 29 years of industry experience. He holds a Series 65 designation and has worked at FourStar since 2016. Prior to that, he was with Kingsview Wealth Management, LLC and Everett Wealth Solutions, Inc. Outside of his advisory role, Harmon is also an independent insurance agent, focusing on life insurance sales to complement overall financial planning. FourStar Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses a combination of fundamental and technical analysis to tailor portfolios across various asset classes while providing financial planning, investment management, and retirement plan consulting.

Thomas Clark is a Series 66-licensed financial advisor with Merit Financial Advisors in Chicago, IL, where he has been since 2025. He has two years of industry experience, including prior roles at Commonwealth Financial Network and Blueprint Wealth Advisors, and five years at Charles Schwab Investment Management. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed portfolios alongside customizable options, supported by an internal investment management team and external sub-advisers.

Thomas Riley is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Lincoln Investment Planning since 2013 and previously spent nine years at Legend Advisory, LLC, along with a year at Benchmark Capital Group Ltd. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Thomas Campbell is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Forum Financial Management since 2014 and concurrently serves as Vice President of John E. Campbell & Assoc., Ltd., a CPA firm providing accounting and tax services. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm employs model asset-allocation portfolios managed primarily with DFA institutional mutual funds and ETFs, focusing on a Modern Portfolio Theory approach.

Edilberto Ortiz is a financial advisor with IHT Wealth Management LLC in Chicago, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at LPL Financial for 15 years and was a partner at E.C. Ortiz & Co. LLP, where he provided accounting and auditing services. Ortiz continues to maintain a role at E.C. Ortiz & Co. LLP as a CPA and tax preparer. IHT Wealth Management serves individuals, corporations, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO services, and access to third-party managers. The firm’s approach combines fundamental value screening with quantitative optimization and employs strategies such as tax-lot harvesting and covered-call options.

David Perry is a financial advisor at Forum Financial Management, LP with 24 years of industry experience. He holds a Series 66 designation and has previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc., PR Wealth Management Group, Inc., and Cambridge Investment Research, Inc. Outside of his advisory duties, he serves as treasurer and director of the Sunrise Professional Condominiums association in East Moline, IL. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers portfolio management and financial planning through a model-driven approach based on Modern Portfolio Theory, incorporating institutional funds, individual bonds, and outside managers, while also supporting independent advisors with back-office and sub-advisory services.

Anthony Ryan is a CFP® and CFA® with 20 years of industry experience. He has worked at JMG Financial Group Ltd since 2021 and spent 15 years at McLaughlin Capital prior to that. Ryan is based in Downers Grove, IL. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management services. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation, utilizing a range of investment vehicles and tax-aware techniques.

Byron Mandell is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Chicago Partners Investment Group LLC with seven years of industry experience. He has been with Chicago Partners since 2017 and also has a teaching role at Loyola University Chicago. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofit plans, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation investment approach that utilizes fundamental analysis and quantitative optimization across various asset classes, including mutual funds, ETFs, and alternative strategies.

Thomas Mccabe is a CFP® with seven years of industry experience, currently associated with Highpoint Planning Partners. He has worked at multiple firms including LPL Financial and Evans Senior Investments. Outside of advising, he is a business owner of Alpar Laboratories, a non-investment-related enterprise. Highpoint Planning Partners serves a broad client base including individuals, pension plans, trusts, and corporate entities. The firm offers discretionary asset management and financial planning, employing fundamental analysis to construct portfolios across various asset classes while utilizing multiple advisory platforms.

Terry Mccaffrey is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Optimum Investment Advisors and Banc Of America Investment Services, Inc. He is a co-founder and member of VestGen Wealth Partners Holdings, LLC, a financial services holding company based in Chicago. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm integrates advisor-level client relationships with centralized portfolio construction and serves a diverse client base including other investment advisers, banking institutions, and government entities.

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 with seven years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2019 and previously was employed at Wintrust Financial Corp. from 2017 to 2019. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other business entities. The firm employs a long-term, diversified, asset-allocation approach incorporating fundamental analysis and quantitative optimization across a range of investment vehicles.

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.

Charles Kiker is a CFP® with 33 years of industry experience, currently serving as an advisor at VestGen Advisors, LLC since 2024. His prior experience includes roles at Commonwealth Financial Network, Ek&A, and Mass Mutual Investors Services. Outside of his advisory work, he is a partner in Esposito Kiker & Associates, which supports his team’s compensation and benefits management. VestGen Advisors, LLC offers investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and pooled investment vehicles. The firm utilizes a combination of advisor-level client relationship work and centralized portfolio construction, employing proprietary and third-party managers to deliver its services.

Grant Luebe is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, with eight years of industry experience. He previously worked at Heartland Investment Associates and Cedar Rapids Bank & Trust. Luebe serves as a board member of the Birkey Investment Fund, teaching investment topics to students, and participates in finance committees for Wellington Heights Community Church and Heritage Area Agency. He is also involved with Junior Achievement of Eastern Iowa. 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 approaches, managing a substantial majority of assets on a non-discretionary basis.