Daniel Lundquist is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. since 2011. He is also involved as an education presenter providing 401(k) plan education services and serves as vice president of his local homeowners association. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and businesses with a broad range of advisory and financial planning services, managing approximately $3.73 billion for over 16,000 clients through a large network of investment advisor representatives. The firm offers customized investment strategies and utilizes multiple custodians and third-party managers to meet client objectives.

Bryan Dern is a Series 65 licensed advisor at Savvy with one year of industry experience. His background includes roles at Maia Wealth, Mana Financial Group, Tosaf, Inc., and prior positions in various non-financial firms. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm customizes investment plans based on client objectives and uses a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing.

Paris Karasso is a financial advisor at Calamos Wealth Management LLC with 12 years of industry experience. He has worked at Calamos Wealth Management since 2019 and previously at Calamos Investments LLP from 2014 to 2019. Karasso holds the Series 63 and Series 65 designations. He serves on the Board of Directors for the American University of Greece Foundation, where he provides independent oversight of the foundation’s investments. 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’s investment approach combines asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a variety of investment vehicles including individual equities, fixed income, mutual funds, ETFs, and private investment funds.

David Millington is a financial advisor with Gladstone Wealth Partners in Schaumburg, IL, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including 14 years at UBS Financial Services and five years at LPL Financial. Outside his advisory roles, he is involved with Jigsaw National LLC, a non-investment related business entity. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches ranging from individual securities to tax-managed strategies and alternative investments.

Prakash Moktan is a financial advisor at World Equity Group, Inc. with 25 years of industry experience. He has been with World Equity Group since 2006 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is the owner and agent of a term life insurance business. World Equity Group provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Jenna O'Connell is a financial advisor at Highpoint Planning Partners with 12 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2016 before joining Highpoint Advisor Group. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and uses a variety of investment platforms to implement client portfolios.

Brandon Hurckes is a financial advisor with Ausdal Financial Partners, Inc. and Clarity Group Midwest, LLC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Hurckes/Mccord and Carvey Painting. Hurckes is also involved in insurance sales in addition to his advisory duties. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of approximately 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 classes and account types.

John Wyngaard is a financial advisor with CL Wealth Management LLC in Madison, WI, holding Series 63 and Series 65 designations and with 29 years of industry experience. He has worked at CL Wealth Management since 2011 and has been with Cabot Lodge Securities LLC since 2013. Outside of advisory work, he is involved in independent insurance sales through his own business, Bridgepoint Investments LLC. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, consulting, and client education, using a combination of fundamental and technical analysis tailored to each client’s objectives and risk tolerance.

Haskel Weiss is a financial advisor at HighPoint Planning Partners with five years of industry experience. He holds the Series 65 credential and has served as president of TWG Benefits, Inc., a non-investment related business, since 1995. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities with discretionary asset management, financial planning, retirement plan advisory, and related services. The firm constructs client investment policies through personal consultations and implements diversified portfolios using fundamental analysis across various asset classes.

Dimitar Tanchev is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at Calamos Wealth Management LLC since 2019 and previously spent three years at Nextcapital. 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’s investment process emphasizes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring using a diversified mix of securities and funds.

John Rowoldt is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. His prior work includes roles at firms such as Voya Financial Advisors, Robinhood Financial, U.S. Bancorp Investments, Bank of America, and Merrill. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and planning services, with a notable emphasis on international investing and management of pooled-vehicle accounts.

Brett Pawelkiewicz is a financial advisor with Highpoint Planning Partners and holds a Series 66 license. He has 12 years of industry experience, including roles at LPL Financial, Northwestern Mutual Investment Services, and Redwing Financial. He also provides administrative support to HighPoint Advisor Group, an independent investment advisory firm. Highpoint Planning Partners 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 variety of investment vehicles while utilizing third-party and LPL-sponsored platforms.

Andrew Keppy is a financial advisor at Highpoint Planning Partners with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Level Four Advisory Services and LPL Financial. Highpoint Planning Partners 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, retirement plan advisory, and uses a variety of investment strategies and third-party platforms to implement client portfolios.

Christopher Sagan is a CFP® professional with 13 years of industry experience. He is affiliated with Gladstone Wealth Partners in Schaumburg, IL, where he has worked since 2021. His prior experience includes positions at UBS Financial Services. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with investment approaches tailored at the advisor level.

Timothy Stringer is a CFP® professional with seven years of experience in financial advising. He has worked at JMG Financial Group Ltd since 2019, and prior to that, he was with Zuckerman Investment Group and Wells Fargo & Co. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and financial and retirement consulting. The firm employs a planning-based, long-term investment approach with strategic asset allocation and utilizes a range of investment vehicles including ETFs, mutual funds, individual equities, fixed income, and private investments.

Brett Suchy is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Sagepoint Financial, Wells Fargo Clearing Services, and Clune & Associates. In addition to his advisory work, he serves as president of the Franklin Avenue East Homeowners Association, managing governance and vendor payments. 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 provides a range of advisory and brokerage services with investment strategies tailored to client-specific objectives and risk profiles, utilizing multiple custodians and integrating third-party managers.

William Mosler Jr. is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2011. Outside of advising, he is the managing partner of Mosler Wealth Management, an entity established for tax and accounting purposes. 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Brian Lee is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and The Prudential Insurance Company of America. Lee is also a full-time sales agent at Western & Southern Life. 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, with supplemental recommendations of individual securities based on fundamental analysis.

Nicholas Garth is a CFP® professional with one year of industry experience, currently serving at JMG Financial Group Ltd. His previous work includes roles at the University of Dayton and Saint Viator High School prior to joining JMG Financial Group. JMG Financial Group provides wealth management, portfolio management, and financial consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm uses a planning-based, long-term investment approach with strategic asset allocation and varied investment vehicles, including ETFs, mutual funds, equities, fixed income, and alternative investments.

Gary Richied is a financial advisor at Highpoint Planning Partners with one year of industry experience. He holds a Series 66 credential and has worked at LPL Financial and HighPoint Advisor Group, LLC. Outside of his advisory work, he is involved in authoring and hosting the Hot Water History podcast and blog, which covers historical topics and film and book reviews. Highpoint Planning Partners serves individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, using a blend of fundamental analysis and third-party platforms to implement diversified investment portfolios.