Erik Faust is a CFP® professional with nine years of experience in financial advising, currently serving at JMG Financial Group Ltd since 2016. His work background is exclusively with JMG Financial Group. JMG Financial Group provides comprehensive wealth management services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach centered on strategic asset allocation and uses various investment vehicles, including ETFs, mutual funds, equities, fixed income, and private investments.

Kenneth Mitchell is a financial advisor at Ausdal Financial Partners, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Northwestern Mutual Investment Services Inc. and Valic Financial Advisors. Outside of advisory work, he is also active as an insurance broker. Ausdal Financial Partners serves a wide range of clients including individuals, trusts, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 accounts. The firm offers tailored investment strategies through various managed account platforms and integrates multiple custodians and third-party managers into client solutions.

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. Her career includes roles at Independent Financial Services and Lincoln Investment since 2015, as well as a prior year at Equitable Advisors. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary in-house teams and non-discretionary advisor-managed and third-party solutions, supported by proprietary mutual fund screening and integration with Lincoln Investment and institutional partners.

Ellis Greenstein is a CFP® professional at JMG Financial Group Ltd with one year of industry experience. Prior to joining JMG Financial Group, he spent four years at the University of Wisconsin and three years at Riviera Preparatory High School. JMG Financial Group provides wealth management, portfolio management, and financial consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm follows a planning-based, long-term investment approach emphasizing strategic asset allocation and utilizes a range of investment vehicles including ETFs, mutual funds, equities, fixed income, and private investments.

Eddie Albazi is a financial advisor at Capital Analysts with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Valic Financial Advisors and Ameriprise. Albazi is also active as an insurance agent, specializing in life and long-term care insurance and fixed annuities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team.

Cynthia Pruemm is a financial advisor at Corecap Advisors with six years of industry experience. She holds a Series 65 designation and has been associated with SIS Financial Group since 2006. In addition to her advisory role, she owns and operates an independent insurance agency serving a similar client base. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Christopher Hessenflow is a financial advisor with Wealthcare Capital Management LLC, holding a Series 66 designation and over 25 years of industry experience. He has worked at Wealthcare Capital Management since 2010 and previously at Smb Advisors LLC, Waterstone Financial Group, Inc., and LaSalle Financial Services, Inc. Hessenflow serves on the advisory board of Financeware, Inc., a technology firm related to investment services. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for more than 5,600 clients through 33 advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individuals and high-net-worth clients, as well as retirement plan advisory and investment strategist services to intermediaries, using a long-term, evidence-based investment approach combined with behavioral economics.

Jack Reynolds is a CFP® at JMG Financial Group Ltd with four years of experience in the financial industry. Prior to joining JMG Financial Group, he worked at the University of Arizona and West Chicago Community High School. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth and portfolio management alongside tax consulting and private investment fund advice. 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, and alternatives.

Larry Johnson is a CFP® with 43 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2015. He previously worked at Sterling Financial Advisory Services, Inc. from 2012 to 2020. Outside of financial advising, Johnson owns several fitness clubs under the Anytime Fitness brand and is involved in a handcrafted vodka business. 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 and brokerage services to individuals, trusts, corporations, pension plans, and charitable organizations, with investment strategies delivered through discretionary and non-discretionary accounts across various asset classes.

Mark Waldoch is a financial advisor at Harbour Investments, Inc. in Geneva, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 17 years with Harbour Investments and operating Waldoch Financial Services since 2002. Outside of advisory work, he owns a CPA tax preparation business and is involved in group health insurance sales through MWBC, Inc. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment vehicles and offers model-based solutions through a subscription platform.

David Walker is a CFP® with 37 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior experience includes roles at LPL Financial, LLC and Securities America Advisors, Inc. Walker also serves as president of his office condo association and is president of Swisher & Walker Financial Services, Inc., which provides income tax preparation and accounting services. VestGen Advisors, LLC manages investments, financial planning, and retirement plan services for individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction, offering discretionary and non-discretionary management and utilizing third-party managers and affiliated funds.

Sherwin Shenfeld is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding the PFS™ and Series 63 designations and bringing 40 years of industry experience. He has served as president of Shenfeld & Co, Ltd, a CPA firm, since 1989 and also leads Mervana, Inc., an art dealing business. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including high-net-worth individuals and institutional accounts. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and third-party money manager access.

Monica Moose is a financial advisor at Ausdal Financial Partners, Inc. with 11 years of industry experience. She holds the Series 66 designation and previously spent 19 years at KRM Financial before joining her current firm in 2025. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm provides a wide range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored at the advisor level to meet client objectives and risk tolerance.

Thomas Chrobak is a financial advisor at Gradient Advisors, LLC with 12 years of industry experience and a Series 65 designation. He has held roles at Gradient Advisors since 2022, and concurrently owns MC2 Wealth Management and Plan on College, where he provides financial planning and educational consulting services. Gradient Advisors, LLC delivers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary operating model.

Christopher Buti is a CFP® professional with 27 years of experience in the financial industry. He has been with Ausdal Financial Partners, Inc. since 2015. Outside of his advisory role, he is involved in insurance sales and wealth management through his work with BCH INSURE, LLC and BCH WEALTH MANAGEMENT. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of investment advisory programs, retirement plan services, and financial planning.

Stephen Meskan is a financial advisor at CL Wealth Management LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at several firms including Purshe Kaplan Sterling Investments, Feltl & Company, and B. Riley Wealth Management. He also serves as president of Meskan Capital, where he educates clients on the merits of 1031 exchanges. CL Wealth Management LLC provides portfolio advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs both discretionary and non-discretionary management strategies, utilizing fundamental and technical analysis, model portfolios, and a range of mutual funds and ETFs.

Charles Svoboda is a Series 65-licensed financial advisor at CoreCap Advisors with one year of industry experience. Prior to joining CoreCap Advisors, he was associated with SIS Financial Group and UBS. His role at SIS Financial Group includes insurance and annuity sales, along with providing inside sales and operational support. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to a diverse client base including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented investment approach with a long-term horizon, utilizing a variety of investment vehicles and sub-advisors to manage client portfolios.

Sanford Prizant is a financial advisor at CG Advisory Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Asset Advisory Service since 2019, following six years at Investment Planners, Inc and IPI Wealth Management, Inc. Outside of his advisory work, Prizant serves as president of The Prizant Group Ltd, a consulting business, and works as a FINRA dispute resolution arbitrator in Chicago. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, and retirement services, utilizing proprietary model portfolios, third-party managers, and customized private equity and hedge-fund access.

Richard Pawelko is a financial advisor at JMG Financial Group Ltd with 31 years of industry experience. He holds the CFA® and PFS™ designations and has been with JMG Financial Group since 1987. JMG Financial Group provides wealth management, portfolio management, and financial consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach that emphasizes strategic asset allocation and uses a variety of investment vehicles, including ETFs, mutual funds, equities, fixed income, and alternative investments.