Andrew Egan is a financial advisor at Sequent Planning, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Sequent Planning since 2019. Prior to that, he was employed at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of his advisory role, he works as a security guard at Wrigley Field. Sequent Planning, LLC, doing business as Futurity First Wealth Management, serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services, utilizing a structured risk framework and diversified manager exposures to meet client needs.

Maria Tipton is a financial advisor with KCD Financial, Inc. in Willowbrook, Illinois, holding Series 63 and Series 65 licenses and having 38 years of industry experience. She has been with KCD Financial since 2012 and has also been self-employed since 2011. Outside of advisory work, she is involved in insurance sales, specializing in fixed annuities, life insurance, long-term care, and disability products. KCD Financial, Inc. provides asset management, financial planning, appraisal services, and access to third-party management programs for individuals, corporate pension plans, and charitable organizations. The firm employs a range of analytical and investment strategies and serves approximately 1,145 clients with $182.6 million in assets under management.

Joel Clousing is a financial advisor with LPL Financial based in Wheaton, Illinois, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been associated with Highpoint Advisor Group, LLC since 2013. Outside of his advisory work, Clousing is a CPA who prepares personal tax returns for clients and also serves as a basketball referee. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and advisory programs supported by an in-house research team that develops model portfolios and investment strategies.

Tina Meckaroski is a financial advisor with HighPoint Planning Partners and holds the Series 66 designation. She has 15 years of industry experience, including roles at PIMCO Investments LLC and Nuveen Investments. She provides financial planning and consulting services through HighPoint Advisor Group, an independent investment advisor firm. 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, retirement plan advisory, and uses fundamental analysis to construct client investment policies across a variety of asset classes and third-party platforms.

Lori Hall is a Series 66-credentialed financial advisor with 25 years of industry experience. She has worked at Sowell Financial Services, LLC since 2016 and previously spent four years at Concert Wealth Management Inc. In addition to her advisory role, she is involved with Sapphire Wealth Management in sales, market support, client relationship management, and financial planning. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model with over 100 advisors and offers investment management, financial planning, retirement-plan advisory, and related consulting services.

Joseph Witkowski is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 65 designation and five years of industry experience. He has been with Thrivent Advisor Network since 2020, following a brief period at Thrivent Financial. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations, utilizing low-cost mutual funds and ETFs, fixed-income securities, and alternative investments where appropriate.

William German is a CFP® professional with 15 years of industry experience, currently serving as an advisor at JMG Financial Group, Ltd. since 2012. He holds Series 63 licensure and is involved in agricultural business activities, including roles as treasurer and secretary for two farm land management entities where he maintains financial records and assists in operational evaluations. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities with discretionary investment management, financial advisory, retirement plan consulting, and tax preparation services. The firm employs a strategic asset allocation investment approach overseen by a committee and manages approximately $6.36 billion in assets with a team of 64 advisors.

Robert Batutis II is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds a Series 66 designation and has been with Ausdal since 2017. In addition to his advisory role, he owns and operates MBC Insurance Group, where he sells individual health, life, and senior market insurance products. 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 a diverse client base, including high-net-worth individuals, trusts, corporations, pension plans, and charitable organizations.

Daniel Mccabe is a financial advisor at HighPoint Planning Partners with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has been with HighPoint Advisor Group, LLC (doing business as McCabe Financial Group) and LPL Financial since 2013. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, 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 a variety of securities and program solutions.

Carla Reilly is a financial advisor with HighPoint Planning Partners who holds Series 63 and Series 66 licenses and has 26 years of industry experience. Her prior work includes roles at LPL Financial, Level Four Advisory Services, and U.S. Bancorp Investments. 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 across a variety of investment vehicles.

Brandon Harwell is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and 13 years of industry experience. He has been affiliated with Cornerstone Securities, Crown Capital Securities, and TJ Stearns, Inc. for over a decade. Harwell is also involved as president and investment advisor of BCH Tactical L.P., a hedge fund designed to serve higher net worth clients. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory services including managed accounts, third-party manager access, and financial planning, with investment strategies tailored at the advisor level to client objectives and risk profiles.

Eric Berkowitz is a CFP® professional with six years of experience at JMG Financial Group LTD in Downers Grove, IL. He has been with the firm since 2016 in various capacities. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth and portfolio management along with tax consulting and advisory services on private investment funds. The firm employs a planning-based, long-term investment approach that emphasizes strategic asset allocation and tactical adjustments overseen by an investment committee.

Michael Moylan is a financial advisor with Gradient Advisors, LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience and has been with Gradient Advisors since 2012. Moylan is also a partner in Advanced Planning Advisors, an insurance and retirement planning business he started in 2010, and has operated the Moylan Agency since 1995. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, institutions, and business entities. The firm supports a network of 169 advisors and manages a platform of approximately $990.7 million in assets, offering customized portfolio strategies and financial planning on a non-discretionary basis.

Matthew Tucek is a financial advisor with HighPoint Planning Partners and holds Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at Morgan Stanley, Apple Inc., and Old Second National Bank. Outside of finance, he owns Creme Design Studios LLC, a graphic design business. 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 retirement plan advisory, employing fundamental analysis and a variety of investment vehicles to construct client portfolios.

Michael Bellah is a CFP® with seven years of experience in the financial services industry. He is currently with JMG Financial Group, Ltd. and has previously worked at Cambridge Investment Research Advisors and Northern Trust Company. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities with discretionary investment management, financial advisory, retirement plan consulting, and tax consulting services. The firm manages approximately $6.36 billion in assets and employs a strategic asset allocation approach overseen by an investment committee, utilizing a range of investment vehicles including ETFs, mutual funds, individual equities, and private funds.

Jerome Bellm is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked with HighPoint Advisor Group dba Midwest Family Wealth Management since 2014 and has been affiliated with LPL Financial since 2011. 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, financial planning, retirement plan advisory, and sponsors a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles across multiple platforms.

Steven Ostrander is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with HighPoint Planning Partners and affiliated with LPL Financial since 2012. Outside of advisory work, he provides insurance illustrations and products related to term life, long-term care, and disability insurance through Leaders Partners. HighPoint Advisor Group offers discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and emphasizes individualized investment policies with continuous monitoring and formal annual reviews.

Timothy Funke is a CFA® charterholder with 10 years of experience in financial services. He currently works at OnePoint BFG Wealth Partners and previously spent nine years at Northwestern Mutual Wealth Management Company and related entities. Funke serves as a finance council member at St. Francis Xavier Church. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management approaches using third-party managers and proprietary models while integrating technology and operational outsourcing into its service model.

Samuel Lee is a CFP® with 11 years of industry experience, currently serving as a financial advisor at HighPoint Planning Partners. His prior experience includes roles at Kovack Advisors, Financial Engines Advisors, Bank of America, and Merrill. Outside of his advisory work, he is involved in insurance sales and operates a vacation rental property. 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 assets and employs a range of investment strategies across mutual funds, ETFs, equities, fixed income, and alternative vehicles.

Roland Szilard is a financial advisor with Valic Financial Advisors in Olympia Fields, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 2006 and is also affiliated with Agia since 2022. Outside of his advisory role, Szilard serves as a board member involved in organizing youth soccer training and play activities and acts as a youth soccer referee. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to support its client base of nearly 300,000 across more than 1,200 advisors.