Matthew Sorenson is a CFP® with eight years of industry experience. He is currently with JMG Financial Group LTD, where he has worked since 2021, following previous roles at Sorenson & Company LLC and Urban Financial Advisory Corporation. JMG Financial Group LTD provides comprehensive wealth management and portfolio management 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 offers in-house tax consulting and private investment fund advisory services.

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.

Joseph Lyons is a financial advisor at VestGen Advisors, LLC with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial, Triad Advisors, and Sequoia Wealth Management. Lyons serves as a director for the nonprofit Capital Financial Education Group, where he organizes and teaches education seminars, and is a board member of Big Brothers Big Sisters of McHenry County. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Alexander Klaas is a financial advisor at Gladstone Wealth Partners with 10 years of industry experience. He previously worked at UBS Financial Services before joining Gladstone and LPL Financial in 2021. Klaas acts as a trustee in a fiduciary capacity through a personal trust. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisors who customize strategies for each client and utilize third-party managers and model portfolios.

Elias Friedman is a CFP® professional with 33 years of industry experience, currently affiliated with Mariner Independent. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he owns and operates a business selling inflatable products and towels. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s platform offers access to model portfolios, third-party managers, and retirement plan solutions, supported by affiliations with institutional and retirement plan resources.

Alexis Trotter is a financial advisor at Ausdal Financial Partners, Inc. with one year of industry experience and holds the Series 66 designation. Prior to joining Ausdal, Alexis worked at Clarity Group Midwest and Princeville State Bank. Alexis also serves as a non-commissioned officer with the Illinois Air Force National Guard. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $3.73 billion for over 16,000 clients and offers a range of services such as advisor-managed accounts, separately managed accounts, retirement-plan advisory, and financial planning, with tailored investment strategies developed at the advisor level.

Gregory Szelung is a financial advisor at On Investment Management CO with two years of industry experience. He holds a Series 66 designation and has worked at firms including The O.N. Equity Sales Company and J.P. Morgan Securities LLC. On Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary accounts and offers access to various third-party investment programs.

Justin Muro is a financial advisor with Capital Analysts in Lombard, Illinois, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Lincoln Investment Planning, Inc. for 21 years. Outside of his advisory role, Muro serves as CEO of Muro Wealth Management, a business involved in marketing financial, tax, and accounting services. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to proprietary model portfolios, third-party managers, and ERISA plan advisory services.

Michael Hoye is a CFP® professional with 27 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in Schaumburg, IL. Outside of his advisory role, he is involved in the consultation and sale of fixed insurance products, including fixed indexed annuities and fixed life insurance. 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, utilizing both discretionary and non-discretionary investment strategies across a broad range of asset classes.

Joshua Kowalczyk is a CFP® professional with five years of industry experience, currently serving at JMG Financial Group LTD. He has been with JMG Financial Group since 2015 in various capacities. 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, retirement plan consulting, and tax preparation when requested. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors, employing a strategic asset allocation approach with tactical adjustments across a range of investment vehicles.

Trent Fifield is a CFP® with 22 years of industry experience, currently with NorthCoast Asset Management LLC. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, and Charles Schwab. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional, and intermediary clients. The firm uses a quantitatively driven, systematic process for investment decisions and offers a broad range of strategies including strategic asset allocation, equity and fixed income, options/defined-outcome overlays, and alternative interval funds.

Jonathan De Moss is a CFP®, CFA®, and Series 66-registered advisor with 11 years of industry experience. He is currently with Mission Wealth Management, LP, having joined in 2024, and previously worked at Advance Capital Management, Inc. and Invesco Advisers, Inc., among others. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17.0 billion for high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management, portfolio management, financial planning, and institutional retirement plan services, with an investment approach that incorporates long-term strategies, alternative investments, and discretionary account management.

Tony Kozaili is a financial advisor at JMG Financial Group Ltd. based in Downers Grove, IL. He holds a Series 65 designation and has six years of industry experience, including seven years at KPMG LLP prior to joining JMG. JMG Financial Group Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities with discretionary investment management, financial advisory, retirement plan consulting, and tax consulting services. The firm manages approximately $6.36 billion in assets through a team of about 64 advisors, employing a strategic asset allocation approach overseen by an investment committee and utilizing a range of investment vehicles and sub-advisors.

Paul Knier is a financial advisor with CL Wealth Management LLC in Big Lake, MN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with CL Wealth Management since 2011 and also works with Cabot Lodge Securities. Outside of his advisory roles, Knier serves as the mayor of Big Lake, MN. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis with a focus on both discretionary and non-discretionary management.

Bradley Saurbaugh is a financial advisor at Harbour Investments, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked previously at J.W. Cole Financial, Inc. and various insurance carriers associated with W&R Insurance Agencies. He is also engaged in insurance sales through Chicago Investment Advisory Council, Inc. as a financial associate. Harbour Investments serves a diverse client base including individual clients, trusts, pension and 401(k) plans, and institutional and corporate entities, offering portfolio management, financial planning, and various managed account solutions. The firm utilizes a range of investment approaches through individual advisers and third-party managers, and provides multiple execution pathways for clients.

Christopher Dallas is a financial advisor at World Equity Group, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 certifications and has been with World Equity Group since 2011. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches and offers portfolio management, financial planning, and retirement plan advisory services.

Gregory Vlassov is a CFP® professional with nine years of experience at JMG Financial Group LTD and four years of prior experience at Dominican University. He is based in Downers Grove, IL. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and financial consulting services. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers a range of investment options including ETFs, mutual funds, individual equities, and private investments.

Frank Griseta is a financial advisor with Focus Financial and holds a Series 66 designation. He has 21 years of industry experience and has been affiliated with OSAIC and Focus Financial Network since 2010. Outside of his advisory role, Griseta co-owns a medical billing services company with his wife and operates a photography business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Michael Fujii is a financial advisor with Advisory Services Network in South Barrington, IL, holding Series 63, Series 65, and Series 66 licenses and bringing 18 years of industry experience. He has worked at Advisory Services Network since 2022 and concurrently operates Fujii Partners Capital, LLC, which he founded in 2007. Advisory Services Network is an enterprise firm that serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.