Timothy Mason is a CFP® professional with 10 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2015. He volunteers as a basketball and track and field coach at St. Mary School in Mokena, IL. 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, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations.

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.

Wojciech Wojcik is a financial advisor at Performance Wealth with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated. Outside of finance, Wojciech serves as president of Soccer Sessions Inc., a soccer training organization. Performance Wealth Partners is an SEC-registered advisory firm that provides wealth management, financial planning, and retirement plan advisory services to individuals and institutions. The firm employs a predominantly long-term investment approach using customized portfolios of low-cost mutual funds, ETFs, and other securities, with regular client reviews and rebalancing.

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.

Michelle Juras is a financial advisor at HighPoint Planning Partners with 20 years of industry experience. She holds the ChFC® designation and is registered with Series 63 and Series 65 licenses. Prior to joining HighPoint Advisor Group in 2021, she worked at Mass Mutual and Mass Mutual Investors Services. HighPoint Advisor Group serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and a range of financial planning and consulting services, implementing portfolios through fundamental analysis and utilizing both proprietary and third-party platforms.

Calvin Rowland is a financial advisor at HighPoint Planning Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Financial Planning Services and LPL Financial. 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 fundamental analysis to construct individualized investment policies across a broad range of securities and managed solutions.

James Chase Jr. is a financial advisor with HighPoint Planning Partners in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has previously worked at Level Four Advisory Services and LPL Financial. Outside of his advisory work, he is involved in retail work at local farmers markets and has engagements related to solar energy. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm combines fundamental analysis with a variety of investment vehicles and custodied program solutions, managing approximately $4.0 billion in client assets.

David Kujawa is a CFP® and ChFC® with 19 years of industry experience, currently serving as a financial advisor at HighPoint Planning Partners. He has been with HighPoint Advisor Group, LLC (DBA OnPath Financial, LLC) since 2013 and also maintains a relationship with LPL Financial. Outside of his advisory work, he is involved in the collection of watches. 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 employs fundamental analysis to construct individualized investment policies and utilizes a variety of investment vehicles and custodial program solutions, managing approximately $4.0 billion in client assets.

Paul Alberts is a CFP® and ChFC® with 40 years of industry experience. He is affiliated with Ausdal Financial Partners, Inc. and also leads Alberts Wealth Advisors, LLC. Additionally, he serves as an election judge in Cook County, Illinois. Ausdal Financial Partners, Inc. 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, utilizing both discretionary and non-discretionary strategies across a range of investment products.

David Anderson is a Series 65 licensed advisor at Financial & Tax Architects, LLC with one year of industry experience. His prior roles include positions at Butler Brothers, Wolverine Trading, UMB Bank, and State Street. Outside of his advisory work, he provides security services for the Chicago Cubs. Financial & Tax Architects offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary investment strategies utilizing ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

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.

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.

Bryant Merryman is a CFP® with 10 years of industry experience, currently advising at Mission Wealth Management, LP since 2019. His prior roles include positions at Lido Advisors, HighTower Securities, and Merrill. Mission Wealth Management, LP is a multi-team firm managing approximately $17 billion, serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, financial planning, and institutional retirement plan services, utilizing a tiered service model and a long-term investment approach that includes alternative investments and third-party sub-advisors.

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.

Anes Kadiric is a CFP® and Series 66-licensed advisor at Performance Wealth with eight years of industry experience. He has worked at Performance Wealth Partners, William Blair, Edward Jones, Stericycle, and Sports Made Personal. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services, using customized portfolios primarily composed of low-cost mutual funds and ETFs, with a focus on long-term investment strategies and ongoing client account oversight.

William Will is a CFA® charterholder and holds Series 63 and Series 65 licenses, with seven years of industry experience. He is currently affiliated with Advisornet Wealth Partners and McCabe and Associates, where he serves as a financial advisor. Prior to these roles, he worked at JPMorgan Chase Bank and JP Morgan Securities. Will also works as an insurance agent, selling life, health, disability, annuities, and long-term care products. Advisornet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may utilize sub-advisors or internal model portfolios to meet client objectives.

Kevin Brown is a financial advisor at Sequent Planning, LLC with five years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including his current roles at Sequent Planning, Futurity First Insurance Group, and United Insurance Services. In addition to advising, he has been involved with MyCard Photo ID Products since 2014. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services. The firm uses a structured risk framework and a combination of firm-developed models, third-party managers, and customized allocations to deliver advisory services through its network of approximately 97 independent investment adviser representatives.

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.