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® at JMG Financial Group Ltd with eight years of industry experience. He has worked at JMG Financial Group continuously since 2011. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and financial consulting. The firm uses a planning-based, long-term investment approach that includes strategic asset allocation and tactical adjustments approved by an investment committee.

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 designations and has worked at firms including Northwestern Mutual Investment Services, Valic Financial Advisors, and LPL Financial. Mitchell also maintains an outside insurance broker role focused on health insurance commissions. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, overseeing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of advisory and financial planning services, with investment strategies tailored to each client and integrated third-party management options.

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.

Roger Ensminger is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 66 licenses and possessing 44 years of industry experience. He has been affiliated with LPL Financial since 2009 and has operated his own practice, Roger J. Ensminger & Associates, since 2016. He occasionally sells life, health, disability, and long-term care insurance. HighPoint Advisor Group serves a broad client base including individuals, pension plans, trusts, and charitable organizations, providing discretionary asset management, financial planning, and retirement plan advisory services. The firm builds investment portfolios using fundamental analysis and utilizes a variety of platforms and investment vehicles tailored to client needs.

George McCabe is a financial advisor at AdvisorNet Wealth Partners with eight years of industry experience. He holds a Series 66 credential and has worked at firms including Cetera Wealth Services and McCabe & Associates, where he is currently the owner. In addition to his advisory role, McCabe is an author of a finance-related book titled "Building Your Wealth Bridge" published through Amazon. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, serving individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and various third-party managers, offering both discretionary and non-discretionary services.

Ellis Greenstein is a CFP® professional at JMG Financial Group Ltd with one year of industry experience. Prior to joining JMG Financial Group, he spent four years at the University of Wisconsin and three years at Riviera Preparatory High School. JMG Financial Group provides wealth management, portfolio management, and financial consulting 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 utilizes a range of investment vehicles including ETFs, mutual funds, equities, fixed income, and private investments.

Johnathan Kulikowski is a CFP® professional with 12 years of industry experience. He is currently with HighPoint Planning Partners, having previously worked at VANTAGE FINANCIAL PARTNERS Limited for 11 years. HighPoint Advisor Group serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and offers access to various third-party and proprietary investment platforms.

Jayson Gorski is a financial advisor at HighPoint Planning Partners with five years of industry experience. He holds the Series 66 designation and has prior experience at LPL Financial and CBRE, as well as a role at DePaul University. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning and consulting, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles to implement client portfolios.

Jack Reynolds is a CFP® at JMG Financial Group Ltd with four years of experience in the financial industry. Prior to joining JMG Financial Group, he worked at the University of Arizona and West Chicago Community High School. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth and portfolio management alongside tax consulting and private investment fund advice. The firm employs a planning-based, long-term investment approach with strategic asset allocation and utilizes a variety of investment vehicles, including ETFs, mutual funds, individual equities, and alternatives.

Richard Peterbok is a financial advisor at Interactive Financial Advisors with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Brooklight Place Securities, Inc. and Interactive Financial Advisors. In addition to his advisory role, he serves as vice-president of Organizamerica, an information services company, and president of UniFinancial Corporation, an insurance financial services company. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified ETF and mutual fund model portfolios, using model providers and third-party managers, and operates a large multi-advisor network with formal family and employee access programs.

Larry Johnson is a CFP® with 43 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2015. He previously worked at Sterling Financial Advisory Services, Inc. from 2012 to 2020. Outside of financial advising, Johnson owns several fitness clubs under the Anytime Fitness brand and is involved in a handcrafted vodka business. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers a range of advisory programs and brokerage services to individuals, trusts, corporations, pension plans, and charitable organizations, with investment strategies delivered through discretionary and non-discretionary accounts across various asset classes.

Patrick Kaiser is a ChFC® credentialed financial advisor with 23 years of industry experience, currently with Tucker Asset Management LLC since 2025. His prior roles include positions at IAMS Wealth Management, Royal Fund Management, and VIRTUE CAPITAL MANAGEMENT. He also works as an independent insurance agent, offering annuities, life and health insurance products, and physical precious metals. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm provides discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services using a top-down, macroeconomic asset-allocation process and a range of investment strategies, including alternative investments.

Jerome Kahn is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at LPL Financial and operating his own firm, J Kahn & Associates LLC. He also writes life and long-term care insurance policies when appropriate. Highpoint Planning Partners 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 acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles.

Xavier Patino is a financial advisor at NFSG Corporation with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Newbridge Securities Corp, J.P. Morgan Securities, and JP Morgan Chase Bank NA. Outside of his advisory role, Patino manages a transportation logistics company providing freight solutions. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios to client objectives using a combination of fundamental, technical, and cyclical analysis.

David Cimmarusti is a financial advisor at HighPoint Planning Partners with six years of industry experience. He holds a Series 66 designation and has worked with HighPoint Advisor Group, LPL Financial, and Leaders Partners, Inc. His work includes activities related to investment advisory businesses connected to LPL Financial. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management and financial planning services, employing fundamental analysis and diversified portfolio construction across various asset classes, and utilizes multiple platform solutions to deliver advisory services.

Todd Lestina is a financial advisor with Latitude Advisors, LLC, holding a Series 66 designation and over 20 years of industry experience. He has been with Latitude Advisors and GWN Securities, Inc. since 2009, and owns Lestina & Associates, LLC, a tax preparation and accounting firm. He is also an independent insurance agent specializing in fixed and health insurance products. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate entities, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of valuation-driven and momentum-based multi-asset model strategies, managing most accounts on a discretionary basis with continuous monitoring and rebalancing.

Robert Perez is a CFP® with 27 years of industry experience, currently serving at HighPoint Planning Partners. He has worked with HighPoint Advisor Group, LLC since 2013 and LPL Financial, LLC since 2009. His credentials include Series 63 and Series 65 licenses. Perez offers health insurance in a non-variable capacity as part of his business activities. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages a wrap-fee program, utilizing a range of investment vehicles and third-party platforms to tailor portfolios through fundamental analysis.

Brett Heniss is a financial advisor at Financial & Tax Architects, LLC with a Series 65 credential and one year of industry experience. Prior to joining Financial & Tax Architects, he worked at Power Home Remodeling, Penny Mustard Furnishings, Northwestern Mutual, and Raymour & Flanagan. Financial & Tax Architects provides 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 “Private Wealth Strategies” using exchange-traded funds, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.