Daniel Lundquist is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. since 2011. He is based in Elgin, IL, and holds Series 63 and Series 65 licenses. Outside of advisory work, he is involved in education as a 401(k) plan presenter, participates in Medigap insurance referrals, and serves as vice president of a homeowners association. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, implementing diverse strategies across discretionary and non-discretionary accounts.

Bryan Dern is a Series 65 licensed advisor at Savvy with one year of industry experience. His background includes roles at Maia Wealth, Mana Financial Group, Tosaf, Inc., and prior positions in various non-financial firms. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm customizes investment plans based on client objectives and uses a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing.

David Millington is a CFP® professional affiliated with Gladstone Wealth Partners in Schaumburg, IL, with 26 years of industry experience. His career includes 14 years at UBS Financial Services and five years at LPL Financial, LLC. Millington is involved in investment advisory services through an independent firm, Gladstone Institutional Advisory, LLC. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies for clients and uses third-party managers and technology for portfolio and retirement-account management.

Prakash Moktan is a financial advisor with WORLD EQUITY GROUP, Inc. in Schaumburg, Illinois, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with WORLD EQUITY GROUP since 2006. Outside of his advisory role, he is also involved in the solicitation, sale, and service of term life insurance as an owner and agent. WORLD EQUITY GROUP, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers managed portfolios through wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers, utilizing risk-tolerance questionnaires to guide asset allocation.

Peter Kalamaras is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and one year of industry experience. He has prior work experience at Howw MFG and Milwaukee County Parks, among other roles. Outside of advising, he is involved as a co-managing member of a self-storage rental business. 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 and brokerage services with customized investment strategies developed at the advisor level.

Brandon Hurckes is a financial advisor with Ausdal Financial Partners, Inc. and Clarity Group Midwest, LLC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Hurckes/Mccord and Carvey Painting. Hurckes is also involved in insurance sales in addition to his advisory duties. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of approximately 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, implementing strategies across a range of asset classes and account types.

John Wyngaard is a financial advisor with CL Wealth Management LLC in Madison, WI, holding Series 63 and Series 65 designations and with 29 years of industry experience. He has worked at CL Wealth Management since 2011 and has been with Cabot Lodge Securities LLC since 2013. Outside of advisory work, he is involved in independent insurance sales through his own business, Bridgepoint Investments LLC. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, consulting, and client education, using a combination of fundamental and technical analysis tailored to each client’s objectives and risk tolerance.

Christopher Sagan is a CFP® designated financial advisor with 13 years of industry experience, currently affiliated with Gladstone Wealth Partners. He has previously worked at UBS Financial Services and has been with Gladstone Wealth Partners and LPL Financial since 2021. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies for clients and utilize third-party managers and technology to support portfolio management and qualified plan services.

Timothy Stringer is a CFP® professional with six years of industry experience. He currently works at JMG Financial Group, Ltd., where he has been since 2019. Prior to that, he was with Zuckerman Investment Group and Wells Fargo & Co. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax preparation services. The firm manages approximately $6.36 billion in assets and employs a strategic asset allocation approach overseen by an investment committee, utilizing a range of investment vehicles and sub-advisors.

Brett Suchy is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Sagepoint Financial, Wells Fargo Clearing Services, and Clune & Associates. In addition to his advisory work, he serves as president of the Franklin Avenue East Homeowners Association, managing governance and vendor payments. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm provides a range of advisory and brokerage services with investment strategies tailored to client-specific objectives and risk profiles, utilizing multiple custodians and integrating third-party managers.

William Mosler Jr. is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2011. Outside of his advisory role, Mosler is the managing partner of Mosler Wealth Management, a tax and accounting entity established for S corp tax filing purposes. Capital Analysts serves a diverse clientele, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through a combination of proprietary model portfolios, third-party managers, and ERISA retirement plan advisory services.

Brian Lee is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and The Prudential Insurance Company of America. Lee is also a full-time sales agent at Western & Southern Life. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring third-party money managers, with supplemental recommendations of individual securities based on fundamental analysis.

Nicholas Garth is a CFP® professional with experience at JMG Financial Group LTD since 2021. Prior to joining the firm, he worked at the University of Dayton and Saint Viator High School. JMG Financial Group serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities with discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax services. The firm manages approximately $6.36 billion in assets with a team of 64 advisors, employing a strategic asset allocation approach overseen by an investment committee and utilizing various investment vehicles including ETFs, mutual funds, and private funds.

Michelle Rozsypal is a CFP® professional with 23 years of industry experience. She has been with JMG Financial Group, Ltd. since 2005. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and financial and retirement consulting. The firm employs a planning-based, long-term investment approach centered on strategic asset allocation and ongoing portfolio management.

John Janis is a CFP® and PFS™ with over 32 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2011 and has maintained self-employment in accounting and tax preparation since 1991. In addition to his advisory work, he is also licensed as an insurance agent and provides accounting and tax services. Ausdal Financial Partners, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of investment advisory programs, retirement plan services, and financial planning with both discretionary and non-discretionary strategies.

Travis Wolfe is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has been with Ausdal Financial Partners since 2016 and also serves as an assistant track and field coach at Tri-Valley Central School. Additionally, he works as an independent contractor selling fixed insurance products. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm provides a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, combining tailored investment strategies with access to multiple custodians and third-party managers.

Marc Horner is a CFP® with 25 years of industry experience currently working at Pure Financial Advisors, LLC. He has previously worked at Fairhaven Wealth Management, LLC and Triad Advisors, Inc. Outside of advising, he is president of HighTide Media LLC, which focuses on financial education and produces licensed video content under the trademark "Million Dollar Cup of Coffee." Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and retirement plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory and tax-aware strategies.

Thomas Durment is a financial advisor with Ausdal Financial Partners, Inc. in Glenview, Illinois, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Ausdal since 2008 and also operates Durment Financial Planning, which provides investment-related and fixed insurance sales services. Durment serves as a board member and secretary of the Optimist Foundation, where he helps organize golf outings and scholarship programs. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations through a range of advisory programs, retirement services, and financial planning, offering both discretionary and non-discretionary investment strategies across multiple asset classes.

Christopher Patras is a financial advisor at Ausdal Financial Partners, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ausdal since 2011. In addition to his advisory role, he owns an insurance sales business specializing in life, disability, and long-term care insurance, as well as group medical and dental plans for small businesses. Ausdal Financial Partners manages 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, combining brokerage, advisory, and insurance services.

Richard Orr is a financial advisor at Ausdal Financial Partners, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously with BCU Wealth Advisors, CUSO Financial Services, and Baxter Credit Union. Outside of his advisory role, he is involved in insurance sales through MVP Financial Services, Inc. and provides accounting and financial services at KMETZ Financial Group. 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, delivering strategies across various account types with access to multiple custodians and a range of investment products.