Amy Marker is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 designations and over 30 years of industry experience. Her prior roles include positions at Edward Jones and Northern Trust. She has worked at Ausdal Financial Partners in two separate tenures totaling nine years. 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 variety of investment services and tailors strategies to client objectives, utilizing multiple custodians and integrating third-party managers in its solutions.

George Clougher is a financial advisor at Virtue Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OneAmerica Securities, Red Oak Risk Management, Praxis Capital Management, and Safe Money Concepts. Outside of advisory work, he is involved in non-variable insurance sales, including fixed life and fixed annuities. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, ERISA consulting, and a financial education course for pre-retirees, employing a model-driven investment approach that uses quantitative optimization and proprietary economic data inputs.

Bradley Underwood is a financial advisor at World Equity Group, Inc. in Scottsdale, AZ, holding a Series 66 designation with 22 years of industry experience. He has been with World Equity Group since 2015. Outside of his advisory role, Underwood is involved in providing prepaid legal services and offers payroll and employee benefits solutions through independent contractor roles. World Equity Group serves individual and high-net-worth clients, business entities, nonprofit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Justin Lesch is a CFP® and holds a Series 66 license with 15 years of experience in the financial advisory industry. He has been with JMG Financial Group, Ltd. since 2013. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation when requested. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors, employing a strategic asset allocation approach overseen by an investment committee and offering a variety of fee arrangements and specialized services.

John Bollweg is a CFP® professional with 15 years of experience in financial planning and advisory services. He has worked at JMG Financial Group, Ltd. since 2020 and previously spent ten years with MPS LORIA Financial Planners, LLC. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation when requested. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors, employing a strategic asset allocation approach overseen by an investment committee and utilizing a variety of investment vehicles including ETFs, mutual funds, individual equities, fixed income, private funds, and unaffiliated sub-advisors.

Brett Ludwig is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He has worked exclusively at JMG Financial Group, Ltd. since 2014. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation. The firm manages approximately $6.36 billion in assets with a team of 64 advisors and employs a strategic asset allocation approach overseen by an investment committee, utilizing ETFs, mutual funds, individual equities, fixed income, private funds, and sub-advisors.

Khai Le is a financial advisor at Capital Analysts with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Valic Financial Advisors and Agia. Outside of his advisory role, he is a silent partner in two boba tea shops operated by his spouse. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Garland Kizer is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Merit Financial Advisors and has held roles at Cetera, VOYA Financial Advisors, and his own firms, Kizer & Associates and Kizer Financial Services. Kizer serves as a trustee for the THSD 214 Foundation and MacMurray College, and he is chairman of the Bartlett 4th of July Festival committee. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors. The firm serves a diverse client base including individuals, businesses, and institutions, emphasizing a long-term, diversified investment approach through model portfolios and customizable strategies overseen by a central Investment Management team.

William Alexander is a CFP® with seven years of industry experience, currently serving as a financial advisor at JMG Financial Group, Ltd. He has been with JMG Financial Group since 2014. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory, retirement plan consulting, and tax services. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors, utilizing a strategic asset allocation approach overseen by an investment committee and incorporating a range of investment vehicles and sub-advisors.

Jonathan Jamieson is a financial advisor with JMG Financial Group LTD in Downers Grove, IL. He holds a Series 65 designation and has six years of experience with JMG Financial Group, following three years at Spotlight Asset Management and two years at RJ O'Brien & Associates. JMG Financial Group provides wealth management, portfolio management, and financial and retirement consulting to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm follows a planning-based, long-term investment approach with an emphasis on strategic asset allocation and employs a variety of investment vehicles including ETFs, mutual funds, equities, fixed income, and alternative investments when suitable.

Mark Lishchynsky Jr. is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with World Equity Group since 2013. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches and offers portfolio management, financial planning, and retirement plan advisory 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.

Deborah Hinten is a CFP® professional with 39 years of industry experience, currently affiliated with Capital Analysts. She has worked with Lincoln Investment Planning, Inc. since 2011 and maintains a long-term connection with Consolidated Financial Resources, Inc. outside of her advisory role. She is involved in several business activities including managing a skin wellness product line and handling administrative duties in specialized flooring and construction companies. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management through proprietary models and third-party managers. The firm operates with a fiduciary approach and offers varied portfolio services supported by an in-house Investment Management & Research team.

Matthew Krueger is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Simplicity Wealth and has a background that includes tax and business advisory services through Krueger & Associates Tax & Business Advisory, Inc., as well as farming operations with Krueger Farms LLC. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs and mutual funds, offers discretionary portfolio management, and supports other advisers with technology and operational services 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.

Marcus Velasco is a CFP® and CFA® with 18 years of industry experience. He is currently with JMG Financial Group LTD, where he has worked since 2020, and has prior experience at Allstate and Nuveen Investments. Outside of his advisory work, he owns and operates VIA, LLC, a real estate rental business. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management and consulting services. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers tax consulting, separate account management, and access to private and alternative investments.

Thomas Herr is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ausdal Financial Partners since 2009 and also maintains long-term roles with Cunningham Group and Serpe Insurance. Outside of his advisory work, he supervises insurance sales activities at Serpe 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 a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment vehicles and custodial partnerships.

Timothy Sullivan is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has been with Ausdal Financial Partners since 2015. Additionally, he conducts insurance sales through TJ Sullivan Company, Inc., focusing on fixed and equity-indexed annuities, life, disability, and long-term care insurance. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities with over $3.7 billion in assets under management across more than 16,000 clients. The firm offers a range of advisory services tailored to client objectives, integrates third-party managers, and operates 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.

Rocco Santorsola is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ausdal Financial Partners since 2009 and has owned and operated Rocco Santorsola Ltd., an accounting and tax preparation business, since 1993. In addition to advisory services, he is involved in health and life insurance and fixed annuity sales. 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 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial relationships.