Daniel Mccabe is a financial advisor at HighPoint Planning Partners with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has been with HighPoint Advisor Group, LLC (doing business as McCabe Financial Group) and LPL Financial since 2013. 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 a fundamental analysis approach to construct individualized investment policies across a variety of securities and program solutions.

Frank Vandy is a financial advisor at Spire Wealth Management, LLC in Aurora, IL, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously worked at LPL Financial for 10 years before joining Spire Investment Partners in 2021. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a diverse range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm offers financial planning, manager-of-managers programs, and access to separately managed portfolios, supported by proprietary risk overlays through its affiliate Corbett Road Capital Management.

Carla Reilly is a financial advisor with HighPoint Planning Partners who holds Series 63 and Series 66 licenses and has 26 years of industry experience. Her prior work includes roles at LPL Financial, Level Four Advisory Services, and U.S. Bancorp Investments. 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 manages approximately $4.0 billion in client assets and employs a fundamental analysis approach across a variety of investment vehicles.

Stephen Perl is a financial advisor with Calamos Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Calamos Wealth Management since 2014 and has concurrently worked at Calamos Financial Services LLC since 2008. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment process includes idea sourcing, quantitative and qualitative evaluation, portfolio construction, and ongoing monitoring by an Investment Committee, often recommending affiliated Calamos Funds and investment vehicles.

Matthew Tucek is a financial advisor with HighPoint Planning Partners and holds Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at Morgan Stanley, Apple Inc., and Old Second National Bank. Outside of finance, he owns Creme Design Studios LLC, a graphic design business. 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 retirement plan advisory, employing fundamental analysis and a variety of investment vehicles to construct client portfolios.

Jerome Bellm is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked with HighPoint Advisor Group dba Midwest Family Wealth Management since 2014 and has been affiliated with LPL Financial since 2011. HighPoint Advisor Group serves a diverse client base including 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 sponsors a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles across multiple platforms.

James Ward Sr. is a financial advisor with Latitude Advisors, LLC and holds Series 63 and Series 65 credentials. He has 32 years of industry experience and has been with Latitude Advisors since 2010. In addition to his advisory role, he has been involved with JVJ Business Enterprises, Ltd. since 1983, providing consulting, tax preparation, and insurance sales services. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, primarily on a discretionary basis.

Steven Ostrander is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with HighPoint Planning Partners and affiliated with LPL Financial since 2012. Outside of advisory work, he provides insurance illustrations and products related to term life, long-term care, and disability insurance through Leaders Partners. HighPoint Advisor Group offers 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 emphasizes individualized investment policies with continuous monitoring and formal annual reviews.

Ryan O'Connor is a financial advisor with Advisory Alpha, LLC, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Gradient Advisors, AE Wealth Management, and managing O'CONNOR Wealth Management. He is also co-owner of Naser & O'Connor Wealth Management and involved in insurance services through John O'Connor and Associates, LLC. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning, specialty retirement-plan solutions, and subadvisory services. The firm employs a centralized Investment Team that uses a fund-of-funds approach with factor-based equity strategies, structured-product allocations, and fixed income solutions, typically managing portfolios on a discretionary basis.

Lawrence Kimmel Jr. is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. He holds a Series 66 designation and has worked at Harbour since 2018, following nine years at Ausdal Financial Partners and over three decades running his own CPA and tax preparation firm. He also maintains an active role as president of Lawrence J. Kimmel, P.C., providing accounting and tax services. Harbour Investments offers investment advisory and financial planning services to a diverse client base including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to develop customized investment strategies and provides various portfolio management and model-based solutions.

Samuel Lee is a CFP® with 11 years of industry experience, currently serving as a financial advisor at HighPoint Planning Partners. His prior experience includes roles at Kovack Advisors, Financial Engines Advisors, Bank of America, and Merrill. Outside of his advisory work, he is involved in insurance sales and operates a vacation rental property. HighPoint Planning Partners provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in assets and employs a range of investment strategies across mutual funds, ETFs, equities, fixed income, and alternative vehicles.

Michael Seidler is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Bankers Life & Casualty, Inc., Bankers Life Securities, Inc., and Bankers Life Advisory Services, Inc. Seidler is also an associate and investment advisor representative at Burling Wealth Advisors Inc. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and utilizes a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Cole Swearingen is a CFP® professional at Brookstone Capital Management LLC with four years of industry experience. He has worked at Franklin Wealth Advisors, RMB Capital, and Prizm Financial Advisors. Outside of finance, he owns and operates a small business raising beef cows, selling meat cuts directly to consumers. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Benjamin Parker is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Outside of finance, he has been involved in music instruction through his business, Ben Parker Music Instruction, since 2009. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supporting a large network of advisors with back-office and turnkey asset management platform services.

Michael Peregrym is a financial advisor with Brookstone Capital Management LLC in Wheaton, IL, holding a Series 66 designation and 10 years of industry experience. His career includes 11 years at Edward Jones before joining Brookstone Capital Management and Dowling Financial Services in 2025. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, offering discretionary investment management primarily via model portfolios, unified managed accounts, and separately managed accounts.

David Hanson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Benjamin F. Edwards since 2010. Outside of his advisory role, Hanson is a minority partner in a local partnership involved in land ownership, farming, and wetland creation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory programs and manages portfolios using both firm-developed and third-party strategies, with oversight from an Investment Strategy Committee.

Casey Madden is a CFP® professional with 17 years of industry experience, currently serving at Brookstone Capital Management LLC since 2009. He also operates CM Financial Planning, where he provides annuities, long-term care, and life insurance services. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Justin Wilson is a CFP® with 21 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2006. He also has concurrent experience with Fifth Third Bank over the same period. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to a large bank, offering multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Stacy O'Brien is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 12 years of industry experience. She previously worked at Morgan Stanley for 11 years before joining Benjamin F. Edwards in 2022. Outside of her advisory role, she is involved as a sales representative in a wholesale and distribution business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions supported by a combination of firm-developed and third-party model strategies.

Jason Anderson is a financial advisor with PNC Wealth Management, holding Series 63 and 66 licenses and bringing 19 years of industry experience. He has worked at PNC Investments since 2017 and previously held roles at Fifth Third Securities and Fifth Third from 2010 to 2017. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and third-party managed strategies executed with mutual funds and ETFs.