George McCabe is a financial advisor at AdvisorNet Wealth Partners with eight years of industry experience. He holds a Series 66 credential and has worked at firms including Cetera Wealth Services and McCabe & Associates, where he is currently the owner. In addition to his advisory role, McCabe is an author of a finance-related book titled "Building Your Wealth Bridge" published through Amazon. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, serving individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and various third-party managers, offering both discretionary and non-discretionary services.

Brian Carlson is a financial advisor with Creative Financial Designs, Inc. in Plainfield, IL, holding Series 65 and Series 63 credentials and six years of industry experience. His work history includes roles at AssetMark Brokerage, LLC and Northwestern Mutual, as well as operating as a sole proprietor before joining Creative Financial Designs. Creative Financial Designs serves a diverse client base including individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs asset-class model allocations with multiple risk objectives and offers features such as Biblically Responsible Investing strategies and various implementation options.

Johnathan Kulikowski is a CFP® professional with 12 years of industry experience. He is currently with HighPoint Planning Partners, having previously worked at VANTAGE FINANCIAL PARTNERS Limited for 11 years. HighPoint Advisor Group serves a diverse client base including high-net-worth 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 offers access to various third-party and proprietary investment platforms.

Jayson Gorski is a financial advisor at HighPoint Planning Partners with five years of industry experience. He holds the Series 66 designation and has prior experience at LPL Financial and CBRE, as well as a role at DePaul University. 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 and consulting, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles to implement client portfolios.

Richard Peterbok is a financial advisor at Interactive Financial Advisors with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Brooklight Place Securities, Inc. and Interactive Financial Advisors. In addition to his advisory role, he serves as vice-president of Organizamerica, an information services company, and president of UniFinancial Corporation, an insurance financial services company. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified ETF and mutual fund model portfolios, using model providers and third-party managers, and operates a large multi-advisor network with formal family and employee access programs.

Patrick Kaiser is a ChFC® credentialed financial advisor with 23 years of industry experience, currently with Tucker Asset Management LLC since 2025. His prior roles include positions at IAMS Wealth Management, Royal Fund Management, and VIRTUE CAPITAL MANAGEMENT. He also works as an independent insurance agent, offering annuities, life and health insurance products, and physical precious metals. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm provides discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services using a top-down, macroeconomic asset-allocation process and a range of investment strategies, including alternative investments.

Jerome Kahn is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at LPL Financial and operating his own firm, J Kahn & Associates LLC. He also writes life and long-term care insurance policies when appropriate. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles.

Timothy Ludwig is a financial advisor at VestGen Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Raymond James Financial Services. Outside of his advisory role, he is associated with Mohns & Haller Inc., a company handling payroll and benefits for employees. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for around 9,453 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, wrap-fee programs, and retirement plan services using a combination of analytical methods and third-party managers.

David Cimmarusti is a financial advisor at HighPoint Planning Partners with six years of industry experience. He holds a Series 66 designation and has worked with HighPoint Advisor Group, LPL Financial, and Leaders Partners, Inc. His work includes activities related to investment advisory businesses connected to LPL Financial. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management and financial planning services, employing fundamental analysis and diversified portfolio construction across various asset classes, and utilizes multiple platform solutions to deliver advisory services.

David Narish is a financial advisor at Arete Wealth Advisors, LLC with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Center Street Advisors, Inc. and Center Street Securities, Inc. In addition to his advisory role, Narish is an independent insurance agent licensed since 1985, focusing primarily on life insurance sales. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model-based allocation strategies and acts as an ERISA fiduciary when applicable.

Robert Perez is a CFP® with 27 years of industry experience, currently serving at HighPoint Planning Partners. He has worked with HighPoint Advisor Group, LLC since 2013 and LPL Financial, LLC since 2009. His credentials include Series 63 and Series 65 licenses. Perez offers health insurance in a non-variable capacity as part of his business activities. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages a wrap-fee program, utilizing a range of investment vehicles and third-party platforms to tailor portfolios through fundamental analysis.

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.

David Lecinski is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding a Series 65 designation and three years of industry experience. Prior to joining Highpoint Advisor Group, he worked in mortgage lending roles and the automotive industry. Highpoint Advisor Group serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and sponsors wrap-fee programs, using fundamental analysis to construct diversified portfolios across various asset classes.

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.

Charles Lesser is a CFP®-credentialed financial advisor at Performance Wealth with six years of industry experience. He previously worked at Balasa Dinverno Foltz LLC and EFG Advisors. He has also held roles outside of financial services, including positions at Otis Elevator Company and Illinois State University. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services. The firm employs a primarily long-term, portfolio-focused investment approach using diversified allocations of low-cost mutual funds and ETFs alongside individual securities and alternative investments.

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.