David Kujawa is a CFP® and ChFC® financial advisor with 20 years of industry experience. He is affiliated with Highpoint Planning Partners and has worked with HighPoint Advisor Group, LLC and LPL Financial for over a decade. Outside of his advisory work, he is involved in the sale of fixed insurance products through his agency and collects watches as a non-investment related activity. 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 and financial planning services, implementing portfolios through fundamental analysis and a range of investment vehicles while utilizing multiple advisory platforms.

Paul Alberts is a CFP® and ChFC® with 40 years of industry experience. He is affiliated with Ausdal Financial Partners, Inc. and also leads Alberts Wealth Advisors, LLC. Additionally, he serves as an election judge in Cook County, Illinois. Ausdal Financial Partners, Inc. 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 strategies across a range of investment products.

David Anderson is a Series 65 licensed advisor at Financial & Tax Architects, LLC with one year of industry experience. His prior roles include positions at Butler Brothers, Wolverine Trading, UMB Bank, and State Street. Outside of his advisory work, he provides security services for the Chicago Cubs. Financial & Tax Architects offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary investment strategies utilizing ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Benjamin Sevcik is a CFP® and PFS™ with 12 years of industry experience, currently serving at Forum Financial Management, LP since 2014. He is also a partner at Forum Tax and Accounting Services LLC, where he provides accounting and tax preparation services. Forum Financial Management, LP offers investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, employing institutional mutual funds and ETFs, and provides turnkey asset-management and back-office services to other RIAs.

Michelle Weindruch is a CFP® professional with 15 years of experience in the financial advisory industry. She has been with Forum Financial Management, LP since 2012 and previously worked at Pinnacle Wealth Management, LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. She holds Series 63 and Series 65 licenses. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management and advisory services, including sub-advisory and back-office support for independent advisors and RIAs.

Dennis Lipoff is a Series 66 credentialed advisor with 25 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2012. In addition to his advisory role, he owns an independent insurance sales business focusing on health, life, long-term care, and disability insurance. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $3.73 billion through a network of investment advisor representatives, offering a range of investment and financial planning services tailored to clients’ specific needs.

John White is a CFP® and CFA® with 17 years of industry experience. He has worked at Nuveen Investments, LLC for 24 years prior to joining JMG Financial Group Ltd, where he has been since 2020. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth management and portfolio management services supported by in-house tax consulting. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and uses a variety of investment vehicles including ETFs, mutual funds, individual equities, and alternative investments.

Bryant Merryman is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2019. He previously worked at Lido Advisors, LLC, HighTower Securities, LLC, and Merrill. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, offering comprehensive wealth management, financial planning, and investment consulting. The firm employs a total picture approach that integrates investment management with tax, trust, philanthropy, and risk planning, managing portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Christy Pedersen is a financial advisor at JMG Financial Group Ltd with 17 years of industry experience. She holds the CFP® and CFA® designations and has previously worked at Rockefeller & Co and Whitnell & Co. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth and portfolio management along with tax consulting and private investment fund advice. The firm employs a planning-based, long-term investment approach with strategic asset allocation complemented by tactical shifts reviewed by an investment committee.

Matthew Grubb is a CFP® with 22 years of industry experience, currently serving at JMG Financial Group Ltd since 2006. He is based in Downers Grove, IL. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach with a focus on strategic asset allocation and utilizes a variety of investment vehicles, including ETFs, mutual funds, individual equities, and private investments.

Anes Kadiric is a CFP® and Series 66-licensed advisor at Performance Wealth with eight years of industry experience. He has worked at Performance Wealth Partners, William Blair, Edward Jones, Stericycle, and Sports Made Personal. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services, using customized portfolios primarily composed of low-cost mutual funds and ETFs, with a focus on long-term investment strategies and ongoing client account oversight.

William Will is a financial advisor at AdvisorNet Wealth Partners with seven years of industry experience. He holds the CFA® designation and Series 63 and 65 licenses. Prior to joining AdvisorNet, he worked at JPMorgan Chase Bank and JP Morgan Securities. Will also sells fixed insurance products, including life, health, disability, annuities, and long-term care insurance. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal model portfolios to meet client objectives.

Kevin Brown is a financial advisor at Sequent Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked concurrently in insurance and financial services roles, including positions at Futurity First Insurance Group and United Insurance Services, Ltd. Outside of advising, he is involved in offering insurance products and services to clients. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm utilizes a structured risk framework and diversified investment approaches delivered through a network of advisors, providing a range of services from asset management to fiduciary retirement-plan consulting.

Jonathan Rogers is a CFP® professional with 18 years of experience in the financial industry. He has been with Forum Financial Management, LP since 2012. Outside of his advisory role, he is involved in managing a rental property in Downers Grove, Illinois. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, offering model portfolios grounded in Modern Portfolio Theory and primarily implemented with DFA institutional mutual funds and ETFs.

T Buchanan is a financial advisor with Ausdal Financial Partners, Inc. who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Ausdal in 2021, Buchanan worked at Highpoint Advisor Group Dba Safe Harbor Retirement and LPL Financial. He is also the owner of Safe Harbor Retirement Consultants, LLC, where he is involved in insurance sales and wealth management activities. 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, providing a range of discretionary and non-discretionary portfolio management options.

Erik Faust is a CFP® professional with nine years of experience in financial advising, currently serving at JMG Financial Group Ltd since 2016. His work background is exclusively with JMG Financial Group. JMG Financial Group provides comprehensive wealth management services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach centered on strategic asset allocation and uses various investment vehicles, including ETFs, mutual funds, equities, fixed income, and private investments.

Brandon Commodore is a financial advisor with Principal Advised Services in Matteson, IL, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Principal Securities, JPMorgan Chase Bank, and Fidelity Investments. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm’s approach combines third-party methodology and proprietary models, supported by affiliated entities within the Principal Financial Group family.

Dirk Swiderek is a financial advisor at First Advisors National, LLC with two years of industry experience. He holds a Series 65 designation and has been the owner of Bella International LLC, a jewelry business in Chicago, since 2009, which is currently in the process of liquidation. 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 uses fundamental analysis to supplement individual security recommendations.

Kenneth Mitchell is a financial advisor at Ausdal Financial Partners, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Northwestern Mutual Investment Services Inc. and Valic Financial Advisors. Outside of advisory work, he is also active as an insurance broker. Ausdal Financial Partners serves a wide range of clients including individuals, trusts, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 accounts. The firm offers tailored investment strategies through various managed account platforms and integrates multiple custodians and third-party managers into client solutions.

Kevin Brainerd is a CFP® professional with 18 years of industry experience. He serves at HighPoint Planning Partners, where he has worked since 2016, and is also affiliated with LPL Financial. His prior experience includes a decade at HighPoint Advisor Group DBA OnPath. 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 offers a range of services including discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.