Janet Redding is a financial advisor at Capital Analysts with 21 years of industry experience. She holds the Series 66 designation and has been with Lincoln Investment Planning since 2013. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary screening processes.

Brian Callaghan is a financial advisor at First Advisors National, LLC with four years of industry experience. He holds a Series 65 designation and has worked at CIH Consulting since 2022, focusing on commodities consulting and client services outside of investment activities. Prior to that, he held roles at MHT Business Development and Datrium. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support supplemental individual security recommendations.

Breanna Coffey is a CFP® professional with seven years of industry experience. She currently works at Calamos Wealth Management LLC and previously held roles at Corient Services LLC and Goldman Sachs & Co. LLC. Outside of her advisory work, she owns and operates an Etsy shop specializing in custom-designed clothing and merchandise. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment process involves comprehensive idea sourcing, evaluation, portfolio construction, and monitoring, supported by an affiliated ecosystem that includes multiple investment vehicles and trust services.

Anton Schirmang is a CFP® professional with 12 years of industry experience, currently serving at Calamos Wealth Management LLC. His prior roles include positions at Corient Services LLC, RWA Wealth Partners, Polaris Wealth Advisory Group, Origin Investments, Polaris Greystone Financial Group, and Nuveen Investments. Outside of finance, he owns Salt Fitness North Shore, a group fitness and barre business where he oversees financial operations. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm emphasizes a structured investment process involving idea sourcing, evaluation, portfolio construction, and monitoring, often integrating affiliated investment vehicles and services.

Brendan Donlevy is a financial advisor at VestGen Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Triad Advisors, Northwestern Mutual, and Capital Forensics Inc. Brendan is based in Chicago, IL. 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 with discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services. Their approach integrates client-specific goal setting with various analytical methods and may include third-party managers or affiliate strategies.

Matthew Krueger is a financial advisor with Simplicity Wealth, holding a Series 65 designation and six years of industry experience. He has worked at Simplicity Wealth since 2022 and has a background in tax and business advisory through Krueger & Associates Tax & Business Advisory, Inc., where he has been involved since 2006. In addition to his advisory role, he is engaged in farming activities with Krueger Farms LLC. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios that are actively monitored and rebalanced, and offers technology and operational solutions for advisers through its managed account platform.

David Fischesser is a financial advisor with Ausdal Financial Partners, Inc. in Wheaton, IL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes positions at OSAIC, American Portfolios Financial Services Inc, and Grove Point Investments, LLC. Beyond advising, he owns Fisch Financial, LLC, which provides tax preparation, bookkeeping, and accounting services, and he serves as board treasurer for the Western DuPage Chamber of Commerce and chairman of the parish council at St. Michael Catholic Church. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory services and integrates multiple custodians and third-party money managers, operating as both a registered investment adviser and broker-dealer.

Jessica Nieminski is an investment advisor representative at Fortis Capital Advisors, LLC with 13 years of industry experience. She has held positions at multiple firms, including Cetera and Network 1 Financial Securities, and operates ClearPath Financial LLC, a financial services DBA. Nieminski also sells health, life, property, and casualty insurance through ClearPath Financial Insurance, LLC. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies, including discretionary management and ESG options, and manages over $1.6 billion in discretionary assets.

Adam Naser is a financial advisor with Advisory Alpha, LLC, holding a Series 65 designation and two years of industry experience. He previously worked at Brookstone Wealth Advisors, Gradient Advisors, AE Wealth Management, and O'Connor Wealth Management. Naser is also a co-owner and investment advisor representative at Naser & O'Connor Wealth Management. Advisory Alpha is an SEC-registered advisory firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds approach through a centralized Investment Team and serves as a subadvisor and co-advisor to other registered investment advisers.

Emilija Ilic is a financial advisor at Mission Wealth Management, LP with a Series 65 designation and one year of industry experience. Her prior work includes roles at Krd Ltd, Byline Bank, BG 011 LLC, and the Law Offices of Lee Steinberg. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients through a range of wealth management and financial planning services. The firm employs customized, long-term investment strategies incorporating ETFs, mutual funds, individual securities, and alternative investments, and offers advisory solutions that include tax-aware trading and risk management.

Bradley Karkula is a CFP® with 17 years of experience in the financial services industry. He is currently with Calamos Wealth Management LLC and Calamos Financial Services LLC, having previously worked at Citibank, Morgan Stanley, and J.P. Morgan in various capacities. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment process involves rigorous idea sourcing, evaluation, and portfolio construction, often utilizing affiliated Calamos Funds and investment vehicles within a comprehensive governance framework.

Jonathan Miller is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Verity Asset Management and Appreciation Financial. Outside of advisory work, he is involved with ERC Specialists, LLC, providing business consulting services to owners in Bartlett, IL. Encompass More Asset Management LLC offers discretionary portfolio management, financial planning, and retirement model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers, managing a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Phillip Miodowski is a financial advisor at Calamos Wealth Management LLC with seven years of industry experience. His prior roles include positions at Mercer Global Advisors Inc., CIBC Private Wealth Management, The AYCO Company, L.P./Mercer Allied, and Merrill. He holds Series 63 and Series 65 designations. 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 approach emphasizes asset allocation and ongoing monitoring across a range of investment vehicles, including individual equities, mutual funds, ETFs, and private investment funds.

Vivian Ding is a financial advisor with Coppell Advisory Solutions LLC, holding Series 65 and Series 63 registrations. She has been in the industry since 2025, with prior experience at Allianz Life Insurance Company of North America, Lilly Financial, and Combined Insurance. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a broad investment approach using both fundamental and technical analysis across various asset classes on an open-architecture platform.

Caleb Svoboda is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Heritage Living Trust. He is also a licensed insurance agent, selling life, disability, and long-term care insurance, and serves as a financial planner with Winfield Wealth Advisors LLC. HBW Advisory Services manages approximately $1.75 billion in client assets and provides a range of financial services including discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charities, and institutional clients. The firm uses a blended investment approach involving third-party money managers, tactical asset allocation, and multi-manager diversification, and offers services such as sub-advisory arrangements and online wrap-fee portfolios through Betterment Institutional.

Christopher Sexton is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior work includes positions at First Analysis Securities Corporation and E*TRADE Securities LLC. Since 2023, Sexton has been involved with the Illinois High School Association. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation and diversification, offering access to affiliated mutual funds and ETFs through its Private Client Group Program.

Joseph Weidenbach is a financial advisor with Calamos Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Calamos in 2022, he spent a decade at U.S. Bancorp Investments, Inc. and U.S. Bank. He serves as a trustee for the University of Dayton and is a board member of the Naperville Development Partnership. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment process involves a combination of quantitative and qualitative evaluation, portfolio construction, and ongoing monitoring, with a notable affiliated ecosystem that includes various investment vehicles and trust services.

Stephen Rossi is a financial advisor at Calamos Wealth Management LLC in Naperville, IL, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America, and Merrill. Calamos Wealth Management offers 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 approach combines asset allocation, quantitative and qualitative evaluation, and diversified vehicle selection, utilizing a mix of individual securities, mutual funds, ETFs, and private investment funds.

Kathleen Oconnor is a financial advisor at RMR Wealth Builders, Inc. with 12 years of industry experience. She holds the Series 65 and Series 63 designations. Prior to joining RMR Wealth Builders, she worked at Clearwater Capital Partners, Bank of America, Merrill, LPL Financial LLC, and HPL&S, a subsidiary of First American Bank. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan services, sub-advisory to registered investment companies, and specialized advisory services including annuity management and digital asset programs.

Stephanie Carreras is a financial advisor at Calamos Wealth Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Signet Financial Management, LLC from 2016 to 2023. 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 approach combines asset allocation with quantitative and qualitative analysis, using a variety of investment vehicles including individual equities, fixed income, mutual funds, ETFs, and private investment funds.