Michael Kassab is a CFA® charterholder with 21 years of industry experience. He has been with Calamos Wealth Management LLC since 2014 and also holds roles at affiliated entities including Calamos Advisors LLC and Calamos Financial Services LLC. Calamos Wealth Management offers discretionary wealth management, financial planning, and institutional advisory services for high-net-worth clients, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment approach integrates asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a range of individual securities, mutual funds, ETFs, and private investment funds.

Benjamin Johnson is a Series 63 licensed advisor with 21 years of industry experience. He has been with Summit Trail Advisors LLC since 2015 and also works with Summit Trail Securities, LLC. Summit Trail Advisors serves individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm provides portfolio management, financial planning, family-office services, retirement plan advisory, and access to private investment funds, using an investment process centered on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome objectives.

Nolan Clifford is a financial advisor with Arkadios Wealth Advisors in Naperville, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Arkadios Capital, he worked with the Colorado Rockies for one year and spent four years at Creighton University. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying them through various managed account solutions and third-party managers.

Craig Perkins is a financial advisor at Latitude Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Latitude Advisors since 2012. In addition to his advisory role, he works as an independent contractor in fixed and health insurance sales and provides consulting services focused on identifying cash flow savings for businesses. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Susan Ahlfeld is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Advisors Capital Management, LLC since 2023, following a 21-year tenure at Ameriprise Financial Services, Inc. Outside of her advisory work, she is the managing member of Taking A Siesta LLC, a real estate rental business. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and governmental entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research to manage custom private accounts and model strategies.

Joseph Mougette is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work history at Appreciation Financial, Carmax, and Aramark Corp. He is also a licensed independent insurance agent. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus exclusively on individual and HNW investors.

Steven Bruno is a financial advisor with Ausdal Financial Partners, Inc. based in Naperville, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work history includes roles at M. Brown Financial Advisors and Thumbprint, Inc. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a network of investment advisor representatives. The firm offers a range of services including advisor-managed accounts and retirement plan advisory, with investment strategies tailored to clients’ objectives and risk tolerance.

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.

Roland Stadelmann is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has been with Latitude Advisors and GWN Securities since 2010 and has worked with MassMutual since 2003. Outside of his advisory role, he owns Palmetto Tax Centers, LLC, which provides advanced income tax planning and preparation services. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses valuation-driven and momentum-based multi-asset model strategies, managing most accounts on a discretionary basis with continuous monitoring and rebalancing.

Jeffery Grecu is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Level Four Advisory Services, LPL Financial, and Opus Wealth Management Group. He has co-owned a non-variable insurance business and operates J.A.G. Planning and Investments LLC for tax and investment purposes. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach and multiple methods of analysis to deliver tailored advice and offers a range of programmatic solutions alongside educational seminars and subscription planning services.

Dennis Breier is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Foundations Investment Advisors since 2023. Prior to this, he was with Guardian Estate Solutions and FIFTH THIRD SECURITIES. Outside of his advisory work, he manages pre-planning and prepaid funeral contracts at Modell Funeral Home. Foundations Investment Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning, portfolio management, and sub-advisory services through a large network of affiliated offices, utilizing fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

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.

Phillip Smolinski is a financial advisor at Pure Financial Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Brokerage Services and Fairhaven Wealth Management, LLC. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, including services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee and combines enterprise-scale infrastructure with specialized operational features such as tax-aware strategies and advisor involvement in adult-education teaching.

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.

Jennifer Taylor is a CFP® with 29 years of experience in the financial services industry. She currently works at Pure Financial Advisors, LLC and has prior experience at Fairhaven Wealth Management and Fidelity, where she spent over 25 years in various advisory roles. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm emphasizes a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware strategies, sub-advisers, and a multi-advisor platform supported by enterprise-scale infrastructure.

Anthony Lavarda is a financial advisor with World Equity Group, Inc. in Naperville, IL, holding a Series 63 designation and 40 years of industry experience. He has been with World Equity Group since 2009. Outside of his advisory role, he founded St Raphael Lame Ducks, a prayer and social service group. World Equity Group provides fee-based investment advisory and financial planning services to a broad client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

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.

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.

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.