Daniel Zalipski is a CFA® charterholder with 12 years of industry experience. He is currently with HighPoint Planning Partners and previously worked at VANTAGE FINANCIAL PARTNERS Limited for 16 years. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs individualized investment policies using fundamental analysis across a variety of securities and custodial 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.

Kyle Rohrwasser is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Vantage Financial Partners Limited, Ameriprise Financial Services, Inc., and Northwestern Mutual. HighPoint Advisor Group 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 individualized investment policies with a range of securities and program solutions, supported by ongoing portfolio monitoring and formal annual reviews.

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, Commonwealth Financial Network, and LPL Financial. Outside of his advisory role, he teaches yoga twice a week as a fitness instructor. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, wrap-fee programs, and retirement plan services through a process that integrates various analytical methods and 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.

John Hackett is a Series 65-licensed financial advisor with First Advisors National, LLC, based in Downers Grove, IL. He has four years of industry experience and has previously worked at Black Edge Capital and Marquette Partners. 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 emphasizes selecting and monitoring third-party money managers and combines tactical and strategic approaches with fundamental analysis to support its investment decisions.

Joel Riley is a CFP® with 12 years of industry experience, currently serving as a financial advisor at HighPoint Planning Partners in Downers Grove, IL. He has been with HighPoint Planning Partners, operating as Black Diamond Planners, since 2013. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a comprehensive investment approach that includes fundamental analysis and diversified allocations across various securities and managed programs.

Connie Heier is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Focus Financial since 2016. She has been a shareholder at Moser & Heier Financial Solutions since 2008 and at Moser & Heier CPA Inc. since 2005, where she is involved in tax preparation and planning. Heier also holds a long-standing role at OSAIC beginning in 1998. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, access to third-party managers, retirement plan consulting, and financial planning services, employing a variety of investment strategies tailored to client profiles.

John Rhode is a financial advisor with On Investment Management Company, holding a Series 66 designation and 11 years of industry experience. He has worked with Ohio National Financial Services and The O.N. Equity Sales Company since 2018 and was previously with Foresters Equity Services, Inc. from 2015 to 2018. Outside of advising, Rhode is involved in insurance sales and mortgage services, collaborating with realtors and builders to assist homebuyers. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of third-party discretionary programs alongside IAR-directed managed account options, serving both discretionary and non-discretionary client relationships.

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.

Christopher Begbie is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with Northern Trust Securities, Inc. and has prior experience at LPL Financial, Waddell & Reed, and ProShares. Begbie also provides investment advisory services through Good Life Advisors, LLC, an independent registered investment advisor. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that offers discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients. The firm utilizes a model-driven investment approach with a range of proprietary and third-party products delivered through the Fidelity Managed Account Xchange platform.

Nicholas Bravo is a financial advisor at Belpointe Asset Management LLC in Oak Brook, IL, holding a Series 65 designation. He has been with Belpointe since 2025 and has prior experience at AFIN Family Wealth Management and Vermillion Financial Advisors. Outside of advising, he is also an independent insurance agent. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a variety of advisory relationships and administrative services.

Kyle De Raedt is a CFP® professional with 11 years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior experience includes nearly a decade with Northwestern Mutual Wealth Management Company and affiliated entities. He is a partial owner of Stewardship Enterprises LLC, an entity established for business purposes. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, and charitable organizations. The firm employs a range of portfolio management strategies utilizing third-party managers and proprietary models, supported by technology and operational outsourcing.

Nicolas Andriotis is a financial advisor at Belpointe Asset Management LLC with a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill, Cetera, and AFIN Family Wealth Management. Outside of advising, he works as an independent insurance agent selling fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and a range of investment strategies tailored to client objectives, supported by a broad network of affiliated businesses and proprietary product offerings.

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.

Barbara Moser is a CFP® professional with 27 years of industry experience, currently affiliated with Focus Financial since 2016. She is also a shareholder in Moser & Heier Financial Solutions and Moser & Heier CPAs Inc, where she provides financial and tax services. Her background includes roles at Benson Financial and OSAIC. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of investment management and financial planning services, utilizing individualized investor profiles and a variety of investment strategies.