Roger Anderson is a Certified Financial Planner (CFP®) and CPA with 37 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2009 and has operated his own tax preparation service since 1994. In addition to his advisory work, Anderson provides tax preparation services during part of the year and is involved in outside insurance sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer that manages 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, utilizing a range of investment products and both discretionary and non-discretionary account management.

Mark Rabinovich is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Calamos Wealth Management LLC. He has worked at Calamos Financial Services LLC and Calamos Wealth Management LLC since 2018, and previously spent 14 years at Neuberger Berman, LLC. Calamos Wealth Management LLC offers discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment approach includes customized asset allocation and the use of affiliated investment vehicles, with governance controls and an Investment Committee overseeing portfolio construction and monitoring.

Timothy Dern is a financial advisor at Savvy with six years of industry experience and holds a Series 65 credential. His career includes roles at Maia Wealth, Wealth Watch Advisors, and Hughes and Durn Financial Group, Inc. He is also the owner of Mana Financial Group, LLC, a business marketing life insurance, annuities, and long-term care insurance, and operates 10K Health Products, Inc, which sells herbal products. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm utilizes a primarily index-based, long-term investment approach complemented by active equity portfolios, tax-aware direct indexing, and integrates third-party fintech tools and specialized sub-adviser strategies.

Ryan Sherman is a CFP® professional with two years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd in Downers Grove, IL. His prior experience includes roles at Ronin Capital LLC, Marquette Partners LP, and Lupo Securities, LLC. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach, focusing on strategic asset allocation and utilizing a variety of investment vehicles, including ETFs, individual equities, fixed income, and private investments.

Gerald King is a financial advisor at Pure Financial Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Goldman Sachs Wealth Services and Fairhaven Wealth Management. Pure Financial Advisors, LLC serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm applies academic investment frameworks and offers specialized services such as pension consulting and donor-advised fund management.

Sammy Moy is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at HighPoint Advisor Group since 2014 and also maintains an affiliation with LPL Financial. Moy is involved with several insurance agencies including Eugene Cohen Agency and Crump Insurance Agency. HighPoint Advisor Group 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 manages a wrap-fee program, utilizing a diversified investment approach across mutual funds, ETFs, equities, fixed income, REITs, and options.

Kevin Newman is a financial advisor at Ausdal Financial Partners, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ausdal Financial Partners since 2009. Newman is also the owner of Newman & Associates, Ltd, a fixed life insurance and annuities business he has operated since 1983. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer that manages over $2 billion in client assets. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary investment strategies across a variety of asset classes.

Mark Geoffrey is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with HighPoint Planning Partners and has previously worked at Level Four Advisory Services and Geoffrey, Johns & Associates, LLC. Outside of his advisory work, he serves as president of Bear Acquisitions, Inc., a machine shop. HighPoint Advisor Group serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management and financial planning, using fundamental analysis to implement diversified portfolios and utilizing third-party and sponsored program platforms to deliver advisory services.

Zachary Craggs is a financial advisor at Capital Analysts with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lincoln Investment since 2016, along with a brief tenure at Berlin Packaging. Capital Analysts serves a diverse client base that includes retail and institutional investors such as high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Brian Van Buren is a Certified Financial Planner® at JMG Financial Group Ltd with nine years of industry experience. He has been with JMG Financial Group since 2016. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach with strategic asset allocation and utilizes a variety of investment vehicles, including ETFs, mutual funds, individual equities, fixed income, and alternative investments.

Walid Matariyeh is an advisor with Highpoint Planning Partners holding Series 63 and Series 65 licenses and has one year of industry experience. His background includes roles at firms such as LPL Financial, Cetera Wealth Services, and Ernst & Young. Matariyeh is also a partner in HTS Accounting & Tax and is involved in educational services businesses that teach children coding. HighPoint Advisor Group serves a broad client base including individuals, pension plans, trusts, and corporate entities, offering services such as discretionary asset management and financial planning. The firm uses fundamental analysis to construct client portfolios and leverages multiple platforms, including LPL-sponsored programs, to deliver advisory services.

Kevin Shekell is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and 65 licenses and bringing 16 years of industry experience. He previously worked at Jackson National Life Distributors for ten years and has been associated with Ausdal Financial Partners and Timberland Financial since 2021. Shekell also owns Shekell Wealth Management, LLC, through which he manages investment and insurance business income, and serves as a Notary Public. 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 products, with investment strategies tailored at the advisor level to client objectives and risk profiles, operating with multiple custodians and integrating third-party managers and model portfolios.

Christopher Hurckes is a CFP® professional with six years of industry experience, currently serving as an advisor at Ausdal Financial Partners, Inc. since 2019. Prior to his advisory roles, he worked at Athletico Physical Therapy from 2012 to 2019. He is also a board member of the McHenry Chamber of Commerce, engaging in community activities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers a range of advisory programs, retirement services, and financial planning to individuals, trusts, corporations, pension plans, and nonprofits, implementing strategies through discretionary and non-discretionary accounts with access to multiple custodians and investment products.

Christopher Ferraro is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior experience includes roles at Northern Trust Securities, Wells Fargo Clearing, and JP Morgan Securities. Ferraro is dually registered with HighPoint Advisor Group, LLC and LPL Financial. HighPoint Advisor Group serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management. The firm uses fundamental analysis and a variety of investment vehicles, as well as third-party and LPL-sponsored platforms, to implement customized investment policies.

Heather Corley is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 65 and Series 63 licenses with seven years of industry experience. She has worked with firms including LPL Financial, Trapp Financial, and Brookstone Capital Management. Outside of advisory roles, she provides administrative support to HighPoint Advisor Group. HighPoint Advisor Group serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.

Kimberly Taylor is a financial advisor at HighPoint Planning Partners with 19 years of industry experience. She holds a Series 66 designation and has worked at VANTAGE FINANCIAL PARTNERS Limited for 18 years before joining HighPoint Advisor Group, LLC in 2024. HighPoint Advisor Group serves individuals—including high-net-worth clients—as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, implementing portfolios through fundamental analysis and a range of investment vehicles while utilizing multiple platforms to deliver advisory services.

John Vandervoorn is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at firms including Level Four Advisory Services and LPL Financial. HighPoint Advisor Group serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, implementing investment strategies through fundamental analysis and various platforms, including LPL-sponsored programs.

Steven Kellar is a CFP® with 33 years of industry experience, currently serving with HighPoint Planning Partners. He has worked previously at firms including LPL Financial, IHT Wealth Management, Sheridan Road, and Independent Financial Partners. Kellar is also licensed as an insurance agent with Mass Mutual Life Insurance Company, conducting insurance sales and implementation of insurance recommendations on a limited basis. HighPoint Advisor Group 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 employs a range of investment strategies including fundamental analysis and diversified portfolio construction across multiple asset classes.

Stephen Gaul is a CFP® professional with two years of experience at JMG Financial Group Ltd in Downers Grove, IL. His career includes various roles prior to joining the financial industry, including positions with FedEx and multiple minor league hockey teams. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management and tax consulting services. The firm follows a planning-based, long-term investment approach featuring strategic asset allocation and utilizes a diverse range of investment vehicles, including ETFs, mutual funds, and private investments.

Daniel Lundquist is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. since 2011. He is also involved as an education presenter providing 401(k) plan education services and serves as vice president of his local homeowners association. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and businesses with a broad range of advisory and financial planning services, managing approximately $3.73 billion for over 16,000 clients through a large network of investment advisor representatives. The firm offers customized investment strategies and utilizes multiple custodians and third-party managers to meet client objectives.