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® with 24 years of industry experience, currently serving at Pure Financial Advisors, LLC. His prior roles include positions at Fairhaven Wealth Management, Voyage Financial Group, Linsco/Private Ledger, and LPL Financial. He holds Series 63 and Series 66 licenses. 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’s investment approach is planning-centered and incorporates modern portfolio theory, tax-aware strategies, and the use of sub-advisers to manage specialized portfolio sleeves.

Megan De Jong is a financial advisor at Advance Capital Management Inc with one year of industry experience. She holds a Series 65 credential and has been with Advance Capital Management since 2022. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee that manages model portfolios and offers services such as direct indexing, alternative investments, and crypto-related strategies.

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 with LaSalle St. Investment Advisors, L.L.C. He holds the Series 66 designation and has 17 years of industry experience. He has been with LaSalle St. Investment Advisors and its affiliated firm since 2011 and also maintains a role at Streamline Financial. Outside of his advisory work, he is involved with Gospel Patrons, a nonprofit focused on supporting the next generation of Gospel Patrons, and produces educational content including a podcast and coaching videos related to retirement planning and generosity. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies across multiple asset classes and is notable for managing substantially more assets on a non-discretionary basis than discretionary.

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.

Chase Lavery is a CFP® professional at HighPoint Planning Partners with four years of industry experience. He has worked at LPL Financial and Byline Bank and is involved with TLC Camp, a community organization he has supported since 2014. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering discretionary asset management and financial planning. The firm builds client investment policies through personal consultation and uses a range of investment vehicles and third-party platforms to implement portfolios.

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.

Douglas Schaffnit is a financial advisor with HighPoint Planning Partners and holds Series 63 and Series 65 licenses. He has 43 years of industry experience and has been with HighPoint Planning Partners since 2012. Prior to that, he has been associated with LPL Financial since 2004 and has operated Schaffnit and Associates since 1994. Outside of his advisory roles, he is involved in selling group life, disability, and medical insurance, and provides employee benefits through Schaffnit and Associates, Inc. HighPoint Advisor Group offers discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis-based investment approach across various securities and program solutions.

Thomas Carroll is a financial advisor at HighPoint Planning Partners with nine years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at LPL Financial, Parkview Asset Management, Bank of America, Merrill, and Edward Jones. HighPoint Planning Partners serves 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 wrap-fee program management, utilizing a diversified investment approach that includes mutual funds, ETFs, equities, debt securities, REITs, options, and independent managers.

Victoria Vega is a CFP® certificant with seven years of industry experience, currently serving with Calamos Wealth Management LLC. Her prior experience includes roles at Bank of America, Merrill, and Specialized Wealth Advisors. She is also president of the Miami Seminole Club, a charitable alumni organization. Calamos Wealth Management provides discretionary wealth management and financial planning services to high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm emphasizes asset allocation and a combination of individual securities and fund vehicles, including affiliated Calamos Funds, supported by detailed due diligence and monitoring processes.

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 Vislisel is a CFP® professional with 27 years of experience in the financial services industry. He is currently with HighPoint Planning Partners and previously worked for Vantage Financial Partners Limited for 20 years. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs fundamental analysis to create individualized investment policies across various asset classes and managed solutions.

Peter Aldworth is a financial advisor at HighPoint Planning Partners with 11 years of industry experience. He holds the Series 66 designation and has been with HighPoint Advisor Group since 2015. Prior to that, he worked at LPL Financial starting in 2013. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Martin Dolph is a financial advisor with Foundations Investment Advisors LLC in Woodridge, IL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Since 2016, he has also been involved with American Senior Benefits as a sales manager and independent insurance agent. Foundations Investment Advisors is a multi-advisor registered investment firm managing approximately $10.1 billion for over 29,600 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services, serving individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Thomas Mccabe is a CFP®-certified financial advisor at HighPoint Planning Partners with seven years of industry experience. He has held roles at Highpoint Advisor Group, LPL Financial, 5M Group, and Evans Senior Investments. Outside of his advisory work, he is a business owner of Alpar Laboratories. HighPoint Advisor Group serves individuals, pension plans, trusts, estates, charitable organizations, and corporate entities, offering discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management. The firm develops client investment policies through personalized consultations and implements diversified portfolios using fundamental analysis, third-party platforms, and LPL-sponsored programs.