James Niedermeier is a financial advisor at Ausdal Financial Partners, Inc. with 40 years of industry experience. He has been with Ausdal since 2009 and also owns Niedermeier Agency, through which he is involved in insurance sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations.

Jeff Kantor is a financial advisor at IP Financial Advisory Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Creative Financial Designs and Ash Brokerage. Kantor also sells Medicare Advantage Plans through Aetna, dedicating part of his time to this activity. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth investors and retirement plan participants, employing various analytical approaches and offering a broad range of consulting services.

Jeffrey Menough is a CFP® professional with 34 years of experience in the financial industry. He has been with Highpoint Planning Partners since 2013 and also maintains a longstanding affiliation with LPL Financial beginning in 2010. Menough has established a home-based business entity for tax and investment purposes that he manages with limited monthly time commitment. Highpoint Planning Partners serves a diverse clientele including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides asset management, financial planning, retirement plan advisory, and utilizes a range of investment vehicles and third-party platforms to deliver tailored advisory services.

Christopher Peterson is a financial advisor at Highpoint Planning Partners with two years of industry experience. He holds a Series 66 designation and previously worked for St. Charles Bank & Trust Company N.A. for ten years before joining Highpoint Advisor Group and LPL Financial in 2024. Highpoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, constructing client investment policies through personal consultations and implementing portfolios using fundamental analysis across a range of securities and third-party platforms.

Callie Just is a financial advisor with HighPoint Planning Partners and holds a Series 66 credential. She has nine years of industry experience, including prior roles at PPM America, Inc., Jackson National Life Distributors LLC, and Merrill. Outside of her advisory work, she owns Just Chic LLC, an event design and planning business. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages a wrap-fee program, constructing client portfolios through fundamental analysis across various investment vehicles.

Jignesh Jain is a financial advisor at Belpointe Asset Management LLC with securities licenses Series 63 and Series 65. He has held positions at AFIN Wealth Management and Amplified Planning and worked at NEC Corporation of America for 13 years. Jain serves as a board member for the Jain Society of Metro Chicago, a religious non-profit organization. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors and manages more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model strategies, and various affiliated funds and services.

Glenn Schwalje is a financial advisor at Financial Security Advisory, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Milliman Investment Management Services and Jackson National Life Distributors. Schwalje is also involved in compliance consulting through Oyster Consulting, LLC. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings. The firm uses quantitative and qualitative methods to select investments and manages accounts primarily on a limited discretionary basis.

Craig Wenger is a CFP® professional with 22 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2009. Prior to that, he worked at Financial Planning Consultants from 2000 to 2017. He also serves as treasurer for the Hawthorne Place Condo Association in Chicago. Ausdal Financial Partners manages over $2 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of investment strategies through both discretionary and non-discretionary accounts and combines advisory, brokerage, and insurance services.

Chloe Fakhouri is a CFP® with five years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd in Downers Grove, IL. Prior to joining JMG Financial Group, she worked at Itasca Bank & Trust and was also employed by Depaul University. Outside of her financial advisory role, Chloe is a fitness instructor for Pike Lagree, a fitness center offering Lagree-style classes. JMG Financial Group provides comprehensive wealth management and consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers services including portfolio management, tax consulting, and access to private investment opportunities.

Joseph Fortunato is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding the CFP® and ChFC® designations and securities licenses Series 63 and 66. He has 21 years of industry experience and previously worked at firms including Vantage Financial Partners Limited, HighTower Advisors LLC, and Guardian Life. HighPoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and uses a diversified investment approach including mutual funds, ETFs, equities, debt securities, REITs, options, and third-party platforms.

Michael Smith is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with HighPoint Planning Partners since 2016 and has been affiliated with LPL Financial since 2015. HighPoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, implementing portfolios through personal consultations and fundamental analysis across various asset classes, while utilizing third-party and LPL-sponsored platforms to provide consolidated advisory services.

Jaclyn Garcia is a CFP® with 10 years of industry experience and has been with JMG Financial Group Ltd since 2015. She serves as a manager of Glass Pumpkin Vineyard, LLC, a vineyard business unrelated to investments. JMG Financial Group Ltd provides comprehensive wealth and portfolio management to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term approach with strategic asset allocation and offers tax consulting and access to private investment funds.

Michael Rohrwasser is a CFP® with 39 years of industry experience. He is currently with Highpoint Planning Partners and has previously worked at VANTAGE FINANCIAL PARTNERS Limited. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning and consulting, retirement plan advisory, and manages a wrap-fee program, utilizing a variety of investment strategies and platforms.

Jacob Stanczyk is a CFP® with six years of industry experience currently serving at JMG Financial Group Ltd. He has held prior roles at The Advocate Group, LLC, Carlson Holdings Inc., and Accredited Investors Inc. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with a comprehensive wealth management approach that includes portfolio management, financial and retirement consulting, and in-house tax services. The firm employs a planning-based, long-term investment process emphasizing strategic asset allocation combined with tactical adjustments approved by an investment committee.

Robert Devita is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ausdal Financial Partners since 2010. Outside of his advisory role, he is involved in an outside insurance brokerage focusing on fixed annuities and fixed life insurance. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of discretionary and non-discretionary investment strategies.

John Davila is a financial advisor with HighPoint Planning Partners who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been associated with HighPoint Advisor Group, LLC (DBA TWG Wealth Partners) since 2016 and LPL Financial since 2009. Outside of his advisory roles, he operates John M. Davila and Associates LLC, which processes securities and non-variable insurance business. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management, implementing portfolios through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

Mark Powell is a CFP® with 25 years of industry experience, currently serving as an advisor at Highpoint Planning Partners since 2014. He is also registered with LPL Financial and has a background primarily with Highpoint Advisor Group, doing business as OnPath Financial Group. Outside of his advisory work, he is involved with MP Financial Solutions Holdings, LLC for non-investment related purposes and holds a notary role. Highpoint Planning Partners serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, utilizing fundamental analysis and multiple investment platforms to tailor portfolios.

Daniel Tresemer is a CFP® professional affiliated with HighPoint Planning Partners, with 29 years of experience in the financial services industry. He has been associated with LPL Financial since 2007 and has held roles at HighPoint Advisor Group, LLC, including co-managing partner and branch manager of OnPath Financial. Tresemer is also involved with OnPath Outreach, a for-profit board dedicated to charitable service initiatives. HighPoint Advisor Group serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers a range of services such as discretionary asset management, financial planning, retirement plan advisory, and utilizes various investment platforms and strategies tailored to client needs.

James Beran is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. He has operated the James W Beran Insurance Agency Ltd since 2011, providing insurance products and services. Sequent Planning, LLC serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, third-party model manager access, and comprehensive retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

Leslie North is a financial advisor at HighPoint Planning Partners with 15 years of industry experience. She holds the CFP® and Series 66 designations and has worked at LPL Financial, LLC since 2013, alongside her role at HighPoint Advisor Group, LLC (DBA: Stonebridge Wealth Advisors) since 2012. HighPoint Advisor Group serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and employs a fundamental analysis approach to portfolio construction across various asset classes.