Timothy Ludwig is a financial advisor with VestGen Advisors, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for five years and has had roles at Raymond James Financial Services and Fountain Wealth Management. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm uses a combination of advisor-level relationship work and centralized portfolio construction, managing approximately $6.66 billion in assets with a multi-team structure.

Monica Moose is a financial advisor at Ausdal Financial Partners, Inc. with 11 years of industry experience. She holds the Series 66 designation and previously spent 19 years at KRM Financial before joining her current firm in 2025. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm provides a wide range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored at the advisor level to meet client objectives and risk tolerance.

Thomas Chrobak is a financial advisor at Gradient Advisors, LLC with 12 years of industry experience and a Series 65 designation. He has held roles at Gradient Advisors since 2022, and concurrently owns MC2 Wealth Management and Plan on College, where he provides financial planning and educational consulting services. Gradient Advisors, LLC delivers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary operating model.

Shae Hess is a CFP® professional with six years of industry experience, currently serving as a financial advisor at The Mather Group, LLC. Prior to joining The Mather Group, Hess held roles at firms including Sebold Capital Management, Northwestern Mutual, and Wells Fargo Advisors. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable portfolio strategies and incorporates AI and machine-learning tools under human oversight.

Charles Svoboda is a Series 65-licensed financial advisor at CoreCap Advisors with one year of industry experience. Prior to joining CoreCap Advisors, he was associated with SIS Financial Group and UBS. His role at SIS Financial Group includes insurance and annuity sales, along with providing inside sales and operational support. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to a diverse client base including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented investment approach with a long-term horizon, utilizing a variety of investment vehicles and sub-advisors to manage client portfolios.

Sanford Prizant is a financial advisor at CG Advisory Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Asset Advisory Service since 2019, following six years at Investment Planners, Inc and IPI Wealth Management, Inc. Outside of his advisory work, Prizant serves as president of The Prizant Group Ltd, a consulting business, and works as a FINRA dispute resolution arbitrator in Chicago. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, and retirement services, utilizing proprietary model portfolios, third-party managers, and customized private equity and hedge-fund access.

Matthew Quinlan is a CFP® with eight years of industry experience, currently serving as a financial advisor at Calamos Wealth Management LLC. His prior experience includes nine years at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB. 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 emphasizes asset allocation and a mix of investment vehicles, including individual equities, fixed income, mutual funds, ETFs, and private investment funds, often leveraging its affiliated Calamos Advisors LLC as a sub-adviser.

Kurt Anderson is a CFP® professional with 25 years of experience in the financial services industry. He is currently an advisor at Pure Financial Advisors, LLC and has previously worked at Fairhaven Wealth Management, LLC and Voyage Financial Group among other firms. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm emphasizes financial planning based on academic frameworks like modern portfolio theory and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Megan De Jong is a financial advisor at Advance Capital Management Inc with two years of industry experience. She holds the Series 65 designation and has been with Advance Capital Management since 2022. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations, focusing on financial planning and portfolio management using mutual funds and ETFs. The firm employs a structured investment process with a Recommended List and model portfolios tailored to clients' needs, utilizing independent managers and discretionary oversight.

Harry Greene is a financial advisor at Altitude Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brookstone Wealth Advisors and RedHawk Wealth Advisors, Inc. Greene is also president of Greene Financial Services, Inc., where he manages indexed annuities, health, life, disability, and long-term care products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm uses a multi-team approach, tailoring strategies to client objectives and risk tolerance, and manages accounts with a mix of asset allocation, dollar-cost averaging, technical analysis, and varied purchase strategies.

William Smith is a financial advisor at Calamos Wealth Management LLC in Naperville, IL, with one year of industry experience. He holds a Series 65 designation and previously worked at Northern Trust Asset Management and Northern Trust Corporation for a combined six years. 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 process involves asset allocation, quantitative and qualitative evaluation, vehicle selection, and ongoing monitoring, utilizing a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

John Calamos Sr. is a financial advisor at Calamos Wealth Management LLC with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Calamos Wealth Management and its affiliated firms since 1987. He serves as a member of the Board of Trustees at the Illinois Institute of Technology and is on the Investment Committee for The FAITH Endowment, an endowment for Orthodoxy and Hellenism. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm emphasizes asset allocation, quantitative and qualitative evaluation, and utilizes a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Timothy Meisenheimer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 17 years of industry experience. He holds a Series 66 designation and has been with LaSalle St. Investment Advisors since 2011. Outside of his advisory role, he is a member of the board for Gospel Patrons, a nonprofit focused on raising the next generation of Gospel Patrons, and produces educational content including a podcast and retirement planning videos. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary programs, with a notable emphasis on non-discretionary asset management.

Marc Ordona is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Calamos Wealth Management LLC. His prior roles include positions at Morgan Stanley and Draco Capital Holdings, LLC, where he was a managing member of a private company. Ordona also holds managing member roles at private companies AIM Holdings, LLC and Draco Capital Holdings, LLC. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, and other entities. The firm employs an investment process focused on asset allocation, quantitative and qualitative evaluation, and uses a mix of individual securities, mutual funds, ETFs, and private investment funds.

Matthew Lorner is a financial advisor at Calamos Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Advisors Capital Management, Fisher Investments, TIAA-CREF, Morgan Stanley, and E*TRADE Securities. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment process includes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

Jennie Fleming is a financial advisor with HBW Advisory Services LLC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 16 years before joining HBW Advisory Services in 2021. Fleming is also a notary public and is involved with the Greater Winfield Chamber of Commerce. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach with third-party money managers and emphasizes a client servicing model that includes institutional and intermediary roles.

Victoria Vega is a CFP® and Series 66-registered advisor with eight years of industry experience. She is currently with Calamos Wealth Management LLC and Calamos Financial Services LLC, where she has worked since 2023. Her prior experience includes roles at Bank of America, N.A., Merrill, ISN, and Specialized Wealth Advisors. Vega serves as president of the Miami Seminole Club, a charitable alumni organization. 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 employs an investment process emphasizing asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, using a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

Evan Kanarek is a financial advisor at Calamos Wealth Management LLC with 16 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Connectus Wealth, Quasar Distributors, LLC, NorthCoast Asset Management, and M&T Securities, Inc. 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, quantitative and qualitative analysis, and ongoing monitoring across a range of investment vehicles including equities, fixed income, mutual funds, ETFs, and private funds.

Thomas Riley is a financial advisor with Capital Analysts in Schaumburg, IL, holding Series 63 and Series 65 designations and 32 years of industry experience. He has worked at Lincoln Investment Planning since 2013 and previously at Legend Advisory, LLC and Benchmark Capital Group Ltd. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Charles Kiker is a CFP® with 33 years of industry experience, currently serving as an advisor at VestGen Advisors, LLC since 2024. His prior experience includes roles at Commonwealth Financial Network, Ek&A, and Mass Mutual Investors Services. Outside of his advisory work, he is a partner in Esposito Kiker & Associates, which supports his team’s compensation and benefits management. VestGen Advisors, LLC offers investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and pooled investment vehicles. The firm utilizes a combination of advisor-level client relationship work and centralized portfolio construction, employing proprietary and third-party managers to deliver its services.