Ryan Brown is a financial advisor at Ausdal Financial Partners, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Ausdal, he worked at Berman Capital Management and held various roles in other industries including nutrition and brewing. 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 wide range of advisory and financial planning services, tailoring investment strategies to client-specific objectives and utilizing multiple custodians and third-party managers.

Kevin Ryan is a CFP® and Series 65-registered advisor at JMG Financial Group LTD with five years of industry experience. He has worked at JMG Financial Group and prior to that at Forum Financial Management, LP and Ehlert Financial Group, Inc. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and financial consulting. The firm uses a planning-based, long-term investment approach centered on strategic asset allocation and offers services including in-house tax consulting and access to private investment opportunities.

Jeremy Belingon is a CFP® with three years of industry experience, currently serving as a financial advisor at Facet. He previously worked at The Vanguard Group for three years and has experience in education and healthcare sectors. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic advice through a Total Financial Life Resources framework and discretionary asset-allocation programs that primarily use ETFs, with a focus on fixed subscription fees rather than percentage-based investment charges.

Stephanie Burling is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Bankers Life Securities and Bankers Life & Casualty. Burling serves on the board of directors for the IPF Foundation, a medical nonprofit organization. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies, typically delivering portfolio services on a non-discretionary basis.

Jeffrey Heilman is a financial advisor at Ausdal Financial Partners, Inc. in Midlothian, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Ausdal Financial Partners since 2009. Outside of his advisory role, he is licensed in life insurance sales, an activity he has been involved with since 1992. 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 about 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 strategies and custodial services.

Kathryn Edwards is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors, bringing 16 years of industry experience. She has been with Plante Moran Financial Advisors since 2008 and is also a partner at P&M Holding Group, LLP. Plante Moran Financial Advisors, LLC offers investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, banks, trusts, estates, and other entities. The firm emphasizes strategic asset allocation and manager selection, managing a substantial portion of its assets on a non-discretionary basis while employing a range of analytical approaches to inform investment decisions.

Srbo Radisavljevic is a CFP® with 29 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. His career includes roles at KRD Wealth Management LLC and Strategic Edge Wealth Management, as well as operating as an independent insurance agent through his sole proprietorship since 1999. Radisavljevic also holds Series 63 and Series 65 licenses. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes asset allocation alongside strategies such as dollar-cost averaging, technical analysis, and options-based portfolios, and it is notable for its affiliation with a third-party administrator/pension consulting business and its $1.57 billion in assets under advisement as a 3(21) adviser.

James Noe is a financial advisor at Capital Analysts with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Investment Planning, Inc. since 2005. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

John Michalak is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Harbour in 2026, he spent 15 years with both Chicago Investment Advisory Council and J.W. Cole Financial, Inc. Michalak has extensive experience in the sale of fixed insurance and annuity products through his prior role at Chicago Investment Advisory Council. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisers and approved third-party managers.

Dennis Lipoff is a Series 66 credentialed advisor with 25 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2012. In addition to his advisory role, he owns an independent insurance sales business focusing on health, life, long-term care, and disability insurance. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $3.73 billion through a network of investment advisor representatives, offering a range of investment and financial planning services tailored to clients’ specific needs.

Eric Billimoria is a CFP® with 14 years of experience in the financial services industry. He has worked at Sowell Financial Services, LLC since 2016 and previously at Concert Wealth Management, Inc. from 2012 to 2016. In addition to his advisory role, he provides tax return preparation services during tax season. Sowell Management is a fee-based registered investment adviser with over 100 advisors, serving individuals, retirement plans, corporations, and institutions. The firm offers investment management and financial planning services, utilizing a multi-branch independent-contractor model and a range of investment strategies across mutual funds, ETFs, and individual securities.

John White is a CFP® and CFA® with 17 years of industry experience, currently serving as an advisor at JMG Financial Group Ltd. since 2020. Prior to joining JMG, he spent 24 years at Nuveen Investments, LLC. JMG Financial Group Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory, retirement plan consulting, and tax consulting 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 offering a range of fee structures and specialized services.

Christy Pedersen is a CFP® and CFA® with 16 years of industry experience. She currently serves as a financial advisor at JMG Financial Group, Ltd., having previously worked at Rockefeller & Co. and Whitnell & 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 services. The firm employs a strategic asset allocation approach overseen by an investment committee and manages approximately $6.36 billion in assets across a team of 64 advisors.

Matthew Grubb is a CFP® professional with 22 years of experience in the financial industry. He has been with JMG Financial Group, Ltd. in Downers Grove, IL since 2006. JMG Financial Group provides wealth management, portfolio management, and consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers additional services such as in-house tax consulting and private investment fund advice.

T Buchanan is a financial advisor with Ausdal Financial Partners, Inc. who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Ausdal in 2021, Buchanan worked at Highpoint Advisor Group Dba Safe Harbor Retirement and LPL Financial. He is also the owner of Safe Harbor Retirement Consultants, LLC, where he is involved in insurance sales and wealth management activities. 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, providing a range of discretionary and non-discretionary portfolio management options.

Guy Abbanat is a financial advisor with WORLD EQUITY GROUP, Inc., holding Series 63 and Series 65 designations and possessing 42 years of industry experience. He has been with World Equity Group since 2011. WORLD EQUITY GROUP, Inc. offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm uses discretionary third-party money managers and a risk-tolerance questionnaire to guide asset allocation within its managed portfolio programs.

Erik Faust is a CFP® professional with eight years of experience, currently serving at JMG Financial Group, Ltd. in Downers Grove, IL. He has been with JMG Financial Group in various roles since 2011. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory, retirement plan consulting, and tax services when requested. The firm employs a strategic asset allocation approach overseen by an investment committee and manages approximately $6.36 billion in assets with a team of about 64 advisors.

Kenneth Mitchell is a financial advisor at Ausdal Financial Partners, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Northwestern Mutual Investment Services, Valic Financial Advisors, and LPL Financial. Mitchell also maintains an outside insurance broker role focused on health insurance commissions. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, overseeing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of advisory and financial planning services, with investment strategies tailored to each client and integrated third-party management options.

Meredith Sims is a financial advisor with CL Wealth Management LLC in Schaumburg, IL, holding the ChFC® designation and Series 63 and 65 licenses. She has 22 years of industry experience and has worked with multiple firms, including Heart Strong Wealth Planning and Onsystex. Outside of financial services, she owns Meredith Sims Creative LLC, a non-investment-related business. CL Wealth Management LLC offers portfolio advisory and financial planning services to individuals, businesses, and charitable organizations, utilizing both discretionary and non-discretionary management approaches tailored to client objectives and risk tolerance.

Danielle Rovner is a financial advisor with Capital Analysts in Lombard, IL, holding a Series 66 designation and 12 years of industry experience. She has worked with Independent Financial Services and Lincoln Investment since 2015. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house Investment Management & Research team and offers discretionary and non-discretionary portfolio management, combining proprietary model portfolios with customizable client solutions.