Michelle Juras is a ChFC® credentialed financial advisor with 20 years of industry experience. She is currently with HighPoint Planning Partners and has held positions at LPL Financial and MassMutual. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management and comprehensive financial planning utilizing fundamental analysis and a range of investment vehicles, including mutual funds, ETFs, individual securities, and third-party platforms.

Calvin Rowland is a financial advisor with HighPoint Planning Partners who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He previously worked at Prudential Financial Planning Services, The Prudential Insurance Company of America, and Pruco Securities, LLC from 2016 to 2024 before joining HighPoint Advisor Group and LPL Financial. 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, retirement plan advisory, and wrap-fee program management, utilizing fundamental analysis and a range of investment vehicles including mutual funds, ETFs, equities, debt securities, REITs, and third-party platforms.

James Chase Jr. is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked with HighPoint Advisor Group since 2018 and previously with Level Four Advisory Services and LPL Financial. Outside of his advisory roles, he is involved in non-investment activities including retail work at farmers markets and a home-based solar energy business. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, constructing client investment policies through personal consultations and implementing diversified portfolios with fundamental analysis across various asset classes, utilizing both proprietary and third-party platforms.

James Noe is a financial advisor with Capital Analysts in Lombard, Illinois, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

John Campbell is a financial advisor with Calamos Wealth Management LLC in Naperville, IL, holding Series 65, 63, and 66 licenses and bringing 30 years of industry experience. He has previously worked at U.S. Bancorp Investments, U.S. Bank, Equitable Advisors, VOYA Financial Advisors, and Merrill. 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 employs a disciplined investment process that includes asset allocation, quantitative and qualitative evaluation, and the use of various investment vehicles, often incorporating affiliated Calamos funds and specialized sub-advisers.

David Kujawa is a CFP® and ChFC® financial advisor with 20 years of industry experience. He is affiliated with Highpoint Planning Partners and has worked with HighPoint Advisor Group, LLC and LPL Financial for over a decade. Outside of his advisory work, he is involved in the sale of fixed insurance products through his agency and collects watches as a non-investment related activity. 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 and financial planning services, implementing portfolios through fundamental analysis and a range of investment vehicles while utilizing multiple advisory platforms.

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. He has worked at Nuveen Investments, LLC for 24 years prior to joining JMG Financial Group Ltd, where he has been since 2020. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth management and portfolio management services supported by in-house tax consulting. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and uses a variety of investment vehicles including ETFs, mutual funds, individual equities, and alternative investments.

Bryant Merryman is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2019. He previously worked at Lido Advisors, LLC, HighTower Securities, LLC, and Merrill. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, offering comprehensive wealth management, financial planning, and investment consulting. The firm employs a total picture approach that integrates investment management with tax, trust, philanthropy, and risk planning, managing portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Christy Pedersen is a financial advisor at JMG Financial Group Ltd with 17 years of industry experience. She holds the CFP® and CFA® designations and has previously worked at Rockefeller & Co and Whitnell & Co. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth and portfolio management along with tax consulting and private investment fund advice. The firm employs a planning-based, long-term investment approach with strategic asset allocation complemented by tactical shifts reviewed by an investment committee.

Matthew Grubb is a CFP® with 22 years of industry experience, currently serving at JMG Financial Group Ltd since 2006. He is based in Downers Grove, IL. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach with a focus on strategic asset allocation and utilizes a variety of investment vehicles, including ETFs, mutual funds, individual equities, and private investments.

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.

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.

Anthony Tursich is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Calamos Wealth Management LLC. His prior experience includes roles at Calamos Advisors LLC, Pearl Impact Capital, and Trillium Asset Management. He also serves as an uncompensated Investment Advisory Board Member for Multnomah County, where he meets quarterly to review portfolio performance and compliance. 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 employs a diversified investment process combining individual securities, mutual funds, ETFs, and private funds, frequently utilizing affiliated sub-advisers and specialized strategies.

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.

Kevin Brainerd is a CFP® professional with 18 years of industry experience. He serves at HighPoint Planning Partners, where he has worked since 2016, and is also affiliated with LPL Financial. His prior experience includes a decade at HighPoint Advisor Group DBA OnPath. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers a range of services including discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.

Roger Ensminger is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 66 licenses and possessing 44 years of industry experience. He has been affiliated with LPL Financial since 2009 and has operated his own practice, Roger J. Ensminger & Associates, since 2016. He occasionally sells life, health, disability, and long-term care insurance. HighPoint Advisor Group serves a broad client base including individuals, pension plans, trusts, and charitable organizations, providing discretionary asset management, financial planning, and retirement plan advisory services. The firm builds investment portfolios using fundamental analysis and utilizes a variety of platforms and investment vehicles tailored to client needs.

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.

Brian Carlson is a financial advisor at Creative Financial Designs, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with AssetMark Brokerage, LLC and Northwestern Mutual. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients with discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm uses asset-class model allocations with five risk levels, incorporates third-party research, and offers unique features such as Biblically Responsible Investing strategies and flexible billing arrangements.