Benjamin Caruso is a financial advisor with Highpoint Planning Partners, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Bank of America, Merrill Lynch, MB Financial Bank, and Cetera. Caruso provides investment advisory services through HighPoint Advisor Group, LLC, an independent firm separate from LPL Financial. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, and retirement plan advisory, implementing portfolios through fundamental analysis across various asset classes and utilizing multiple advisory platforms.

Kevin Graham is a financial advisor at Plancorp, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at CIBC Private Wealth, Zacks Investment Management, and LBMZ Securities, among others. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with comprehensive wealth management and financial planning services. The firm employs an investment approach based on Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management alongside in-house tax preparation and third-party manager due diligence.

Robert Lively is a CFP® professional with three years of experience currently serving at JMG Financial Group Ltd. He has been with JMG Financial Group in various roles since 2018. Outside of financial advising, his background includes work with Ruth Lake Country Club and entrepreneurial involvement with Powder Hound Snow Removal, LLC. JMG Financial Group provides comprehensive wealth and portfolio management services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach emphasizing strategic asset allocation and offers services including in-house tax consulting and private investment fund advising.

Vincent Corso is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with Ausdal Financial Partners since 2015. Outside of his advisory role, Corso is a partner in an insurance agency, BCH Insure, LLC, where he is involved in the sale of various non-variable insurance products. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a broad range of advisory and financial planning services, using multiple custodians and integrating third-party money managers to tailor investment strategies to each client’s specific objectives and risk tolerance.

Ryan Gough is a financial advisor with Performance Wealth Partners, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Performance Wealth since 2021 and at William Blair since 2016. Outside of his advisory work, Gough serves as a volunteer firefighter with the Western Springs Fire Department. Performance Wealth Partners is an SEC-registered advisory firm offering wealth management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a predominantly long-term investment approach using low-cost mutual funds and ETFs, complemented by fundamental and technical analysis, personal client contact, and periodic account reviews.

Matthew Sorenson is a CFP® with eight years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd. He previously worked at Sorenson & Company LLC and Urban Financial Advisory Corporation. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach that emphasizes strategic asset allocation and utilizes a diverse range of investment vehicles including ETFs, mutual funds, individual equities, and private investments.

Ivana Vukanic is a CFP® and Series 65 licensed advisor with Performance Wealth, bringing four years of industry experience. Her prior roles include working at Northern Trust Corporation and academic positions at the University of Illinois and University of Indiana. Performance Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary investment management alongside comprehensive wealth management and financial planning, managing over $4 billion in client assets with a primarily long-term, portfolio-focused investment approach.

Steven Wilder is a CFP® professional with 18 years of experience in financial advising. He is currently with OnePoint BFG Wealth Partners and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. Wilder has been associated with Kevin Spahn since 2007. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary investment models, third-party managers, and custodian-sponsored programs, managing most client assets on a discretionary basis.

Scott Rosenquist is a CFA® charterholder with 11 years of industry experience. He is currently with Highpoint Planning Partners and previously worked for Vantage Financial Partners Limited from 2013 to 2024. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers a range of advisory services including discretionary asset management and financial planning, employing fundamental analysis to construct portfolios across multiple asset classes.

Ryan Gandurski is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 license. He has 20 years of industry experience, with prior roles at Cetera Wealth Services, LLC and McCabe & Associates, Inc. Outside of his advisory work, Gandurski coaches a 15U youth baseball team and serves on the advisory school board at St. Judes Catholic School. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and employs both discretionary and non-discretionary management.

Daniel Zalipski is a CFA® charterholder with 12 years of industry experience. He is currently affiliated with Highpoint Planning Partners and previously worked at VANTAGE FINANCIAL PARTNERS Limited for 16 years. 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 other consulting services, implementing portfolios through fundamental analysis and utilizing various investment vehicles and third-party platforms.

Paul Gnap is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and seven years of industry experience. He previously worked at Lupo Securities for eight years and has operated his own business since 1995. Outside of his advisory role, he serves as a salaried trader for Galnet Asset Management, a hedge fund based in Frankfort, IL. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support recommendations of individual securities.

Mark Gordon is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been involved with Noble Marketing Partners since 2013, where he also serves as an independent insurance agent. Additionally, he owns Gordon & Baird, Inc., through which he executes customer orders as an options broker without providing investment advice or dealing with the general public. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm employs a discretionary management approach that emphasizes third-party money managers alongside fundamental analysis and formal annual reviews to maintain portfolio suitability.

Bradley Kmetz is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 credentials and has 13 years of industry experience. Prior to joining Ausdal in 2024, he worked at Signature Financial Services, Ltd and First Heartland Capital Inc from 2015 to 2024 and has operated Kmetz Financial Group since 2017, providing full-service accounting and tax preparation. Kmetz also serves as treasurer for the Willowbrook Burr Ridge Chamber of Commerce. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a range of investment advisory services with strategies tailored at the advisor level, integrating multiple custodians and third-party money managers within its multi-team platform.

Ted Berman is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Ausdal since 2009. Outside of his advisory role, Berman is involved in advanced tax planning and business consulting through an LLC he owns, and he also manages healthcare software licenses related to chronic care management systems. 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, implementing strategies across a range of asset types with both discretionary and non-discretionary management.

Grace Salvino is a financial advisor at Performance Wealth with one year of industry experience. She holds a Series 65 designation and has prior experience at William Blair & Co., L.L.C., as well as academic roles at The University of Chicago Booth School of Business and The University of Michigan. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $4 billion in client assets. The firm employs a primarily long-term, portfolio-focused investment approach using diversified allocations with low-cost mutual funds and ETFs, supplemented by individual securities and alternative investments when appropriate.

Peter Murray is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has prior experience at Northwestern Mutual and National Gift Card, among others. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets, providing financial planning, investment management, and retirement plan consulting, with an investment approach based on committee-approved portfolios and discretionary mandates.

Kyle Rohrwasser is a financial advisor at HighPoint Planning Partners with four years of industry experience. He has previously worked at firms including Vantage Financial Partners Limited, Ameriprise Financial Services, and Northwestern Mutual. HighPoint Planning Partners 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 acts as sponsor and manager of a wrap-fee program, implementing portfolios using fundamental analysis across a range of investment types.

Jordan Lewis is a financial advisor at VestGen Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Daley Financial Partners, LLC, Commonwealth Financial Network, and LPL Financial, LLC. Outside of his advisory role, Jordan teaches yoga twice a week. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for about 22,790 clients across 53 advisors. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, ERISA 3(21) retirement plan services, and acts as a liaison to third-party managers.

Daniel De Angelis is a CFP® with two years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. His prior roles include positions at Northwestern Mutual Investment Services LLC and Bleakley Financial Group dba Spahn Financial & OnePoint BFG. Outside of financial advising, he has a diverse work background including experience at FedEx Ground and Depot Dental Lab. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a wide range of clients, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs proprietary portfolio models alongside third-party managers and uses formal monitoring and rebalancing processes, with most client assets managed on a discretionary basis.