Kenneth Valentino is a financial advisor with WORLD EQUITY GROUP, Inc., holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been affiliated with Patriot Capital Services, Inc., Patriot Capital Management, Inc., and World Equity Group, Inc. since 2004-2005. Outside of his advisory work, he serves as Vice President of Business Development for International Pure Water, a company that manufactures and sells water filtration products, and owns an outdoor marijuana growing business in Michigan. 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, offering portfolio management, financial planning, and access to third-party managers.

Anthony Ryan is a CFP® and CFA® at JMG Financial Group LTD with five years of experience at the firm and a prior 15 years at McLaughlin Capital. He is based in Downers Grove, IL. JMG Financial Group serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory, retirement plan consulting, and tax consulting services. The firm emphasizes strategic asset allocation overseen by an investment committee and manages approximately $6.36 billion in assets with a team of 64 advisors.

Thomas Mccabe is a CFP®-certified financial advisor at HighPoint Planning Partners with seven years of industry experience. He has held roles at Highpoint Advisor Group, LPL Financial, 5M Group, and Evans Senior Investments. Outside of his advisory work, he is a business owner of Alpar Laboratories. HighPoint Advisor Group serves individuals, pension plans, trusts, estates, charitable organizations, and corporate entities, offering discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management. The firm develops client investment policies through personalized consultations and implements diversified portfolios using fundamental analysis, third-party platforms, and LPL-sponsored programs.

S. Park is a financial advisor at Diversify Advisory Services, LLC with 11 years of industry experience. They hold the Series 66 designation and have previously worked at LPL Financial and Charles Schwab. Outside of advising, Park serves as a minister and is involved in teaching through the Presbyterian Church (USA) Board of Pension, as well as serving on the board of a truck driving school. Diversify Advisory Services is an SEC-registered firm that serves individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio and consulting services tailored to client goals and risk tolerance.

Jeffrey Kochan is a CFP®-designated financial advisor with HighPoint Planning Partners, bringing 11 years of industry experience. His prior roles include positions at Parkland Securities LLC and Sequoia Premier Partners, where he serves as Vice-President. He is also involved with Strategic Tax Partners, a tax preparation and accounting business in Naperville, IL. 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 client assets and employs a variety of investment strategies across multiple asset classes, utilizing both independent managers and custodial program solutions.

John Karavouzis is a CFP® with 14 years of industry experience, currently serving as a financial advisor at JMG Financial Group LTD. His prior experience includes roles at Highpoint Advisor Group, LLC and LPL Financial, LLC. He has been with JMG Financial Group since 2018. JMG Financial Group provides wealth management, portfolio management, and consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations, employing a planning-based, long-term investment approach that incorporates strategic asset allocation and diverse investment options.

Herman Tkach is a CFP® professional at Soltis Investment Advisors, LLC with 19 years of industry experience. His prior roles include positions at Mercer Global Advisors, U.S. Bancorp Investments, U.S. Bank, and TIAA-CREF. He serves on the board of his condominium association and is a board member and endowments committee member of the Jewish United Fund of Metropolitan Chicago’s Russian Speaking Jewish Division. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans, managing approximately $13 billion in assets. The firm employs a Modern Portfolio Theory-based approach that integrates quantitative screening and qualitative manager due diligence and emphasizes ongoing client communication through regular reviews and market commentary.

Willard Einspar is a CFP® professional with 32 years of industry experience, currently practicing at HighPoint Planning Partners. He has been affiliated with HighPoint Advisor Group, LLC and LPL Financial, LLC since 2016. Einspar holds Series 63 and Series 65 licenses and is based in Downers Grove, Illinois. 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, financial planning, retirement plan advisory, and operates a wrap-fee program, implementing client portfolios through fundamental analysis across a variety of asset types and utilizing multiple third-party and proprietary platforms.

Benjamin Caruso is a financial advisor with LPL Financial and holds a Series 66 designation. He has 13 years of industry experience, with prior roles at Edward Jones, Bank of America, Merrill Lynch, MB Financial Bank, and Cetera. He is also involved with HighPoint Advisor Group, LLC, an independent registered investment advisor, where he provides investment advisory services. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory operations with insurance, lending, and other financial products.

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.

James Mcgovern is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has been with Lincoln Investment since 2012. In addition to his advisory role, he owns a fixed insurance sales business. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm employs discretionary and non-discretionary portfolio management strategies supported by an in-house Investment Management & Research team and offers a variety of advisory and model portfolio options.

Suman Sachdeva is a financial advisor at BFC Planning, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at BFC Planning since 2017, alongside roles at Securities Management and Research, Inc. and Broker Dealer Financial Services. He serves as treasurer for the Raj & Suman Sachdeva Foundation, a charity organization. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services using a range of platforms and strategies tailored by its advisors.

Robert Lively is a Certified Financial Planner® with three years of industry experience, currently serving as an advisor at JMG Financial Group, Ltd. His work history includes multiple roles within JMG Financial Group and brief engagements outside the financial sector, such as with Ruth Lake Country Club and Powder Hound Snow Removal, LLC. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory, retirement plan consulting, and tax preparation services. The firm manages approximately $6.36 billion in assets with a team of 64 advisors and employs a strategic asset allocation approach overseen by an investment committee.

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. 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.

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 currently serves as an advisor at HighPoint Planning Partners and previously worked at Vantage Financial Partners Limited for over a decade. 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 to construct individualized investment policies across various securities and managed solutions.

Ryan Gandurski is a financial advisor with AdvisorNet Wealth Partners, holding a Series 66 designation and 19 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and McCabe & Associates, Inc. from 2011 to 2019. Outside of his advisory role, Gandurski coaches and coordinates travel for a youth baseball team and serves on the advisory board of St. Judes Catholic School. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management across a range of client types.