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.

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.

Natasha Titova is a financial advisor at HighPoint Planning Partners with 20 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at J.P. Morgan Securities and LPL Financial. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, offering discretionary asset management, financial planning, and retirement plan advisory. The firm utilizes fundamental analysis and a wide range of investment options, including mutual funds, ETFs, individual securities, and third-party platforms, to construct and manage client portfolios.

Carlos Coutinho Maia is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at firms such as JP Morgan Securities, Equitable Advisors, Prudential Insurance, Edward Jones, and Allstate Financial Services. Outside of financial services, he co-owned and operated Carambola Gelato and Coffee Shop LLC from 2017 to 2019. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses managed advisory programs featuring third-party portfolio managers and provides both advisory and commission-based channels through its dual role as a registered investment adviser and broker-dealer affiliated with a credit union.

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.

Emilija Ilic is a financial advisor at Mission Wealth Management, LP with one year of industry experience. She holds the Series 65 designation and previously worked at Krd Ltd, Byline Bank, BG 011 LLC, and the Law Offices of Lee Steinberg. Emilija is based in Charles, Illinois. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families. The firm employs tiered service models and customized, long-term investment strategies incorporating ETFs, institutional mutual funds, alternative investments, and tax-aware trading.

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.

Allison Tregoning is a financial advisor at Gladstone Wealth Partners with eight years of industry experience. She holds the Series 66 designation and has worked at LPL Financial, Cetera Financial Specialists LLC, and Wells Fargo Clearing Services LLC. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions.

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.

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.

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.

Paul Kaczmarczyk is a financial advisor at World Equity Group, Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with World Equity Group since 2010, also working with VestGen Advisors, LLC since 2026. Outside of his advisory role, he serves as treasurer for the Schaumburg Athletic Association United Soccer Club, a nonprofit youth soccer organization. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as various institutional clients. The firm offers managed portfolios through its wrap-fee programs, utilizing discretionary portfolio management and third-party money managers guided by clients’ risk tolerance.

Michael Manno is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois, holding Series 63 and Series 66 credentials and 42 years of industry experience. He has been with World Equity Group since 2003. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers managed portfolios through its Adhesion Money Management wrap-fee program and related advisory programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Gary Richards is a CFP® professional with 32 years of experience at World Equity Group, Inc., where he has worked since 1994. He holds Series 63 and Series 65 licenses. Richards is also involved as a co-owner of B&R Financial, a financial planning and investment advisory practice. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers managed portfolios through its wrap-fee program and discretionary third-party money management, utilizing risk-tolerance assessments to guide asset allocation.

Robert Davit is a financial advisor at Gladstone Wealth Partners with 32 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2021 and has been with Gladstone and LPL Financial since 2021. He holds the Series 63 and Series 65 designations. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with a focus on integrating retirement-plan services and institutional manager relationships.

Lissette Strefner is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with World Equity Group since 2015 and has previously been associated with AIG American General Life Insurance Company since 2002. Outside of her advisory role, she operates a small hobby business reselling used clothing online. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management with access to third-party money managers and employs a risk-tolerance questionnaire to guide asset allocation.

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.