Steven Bruno is a financial advisor with Ausdal Financial Partners, Inc. based in Naperville, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work history includes roles at M. Brown Financial Advisors and Thumbprint, Inc. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a network of investment advisor representatives. The firm offers a range of services including advisor-managed accounts and retirement plan advisory, with investment strategies tailored to clients’ objectives and risk tolerance.

Colin Kelty is a financial advisor at Belpointe Asset Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and MB Financial Bank. Outside of his advisory role, he is involved in a tax planning business and participates in theatre production and venue management. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting with a customizable approach that includes passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Adam Runyan is a financial advisor at Advisory Services Network with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, JPMorgan Chase, and Morgan Stanley. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing a variety of investment strategies tailored to clients’ objectives and risk tolerances.

Erin Carter is a financial advisor with Highpoint Planning Partners, holding a Series 66 license and bringing 13 years of industry experience. She has been affiliated with HighPoint Advisor Group, LLC (doing business as OnPath Financial) and LPL Financial since 2013. 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 provides discretionary asset management, financial planning, retirement plan advisory, and uses a variety of investment approaches including fundamental analysis and third-party platforms to implement portfolios.

Richard Lloyd Jr. is a financial advisor with Highpoint Planning Partners who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has been with Highpoint Advisor Group and LPL Financial since 2014, and he is also president of R. Lloyd & Company, Ltd., a full-service accounting firm he founded in 1980. In addition to his advisory role, he serves as co-trustee of a revocable trust. 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 discretionary asset management and comprehensive financial planning, constructing client investment policies through fundamental analysis and utilizing a range of investment vehicles and third-party platforms to deliver advisory services.

John Boyer is a financial advisor with Highpoint Planning Partners, holding a Series 66 credential and 24 years of industry experience. He has worked at LPL Financial since 2013 and was previously with Level Four Advisory Services LLC. Boyer also provides investment advisory services through HighPoint Advisor Group, LLC. 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 range of securities and third-party platforms.

Ann Gunst is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Trustmont Advisory Group, Inc. She previously worked at Halo Securities LLC and Sentinus, LLC. Outside of her advisory role, she is a partner involved in accounting and bookkeeping for Graber Family LLC. Trustmont Advisory Group serves a diverse client base including individuals and various institutional clients, providing financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment outlook and combines public research with adviser judgment in its approach.

Justin Lesch is a CFP® and Series 66 credentialed advisor with 15 years of industry experience. He has worked at JMG Financial Group Ltd since 2013. 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 focused on strategic asset allocation and offers tax consulting, private investment fund advice, and distinctive operational features such as held-away account management and account aggregation tools.

James Tilley is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and six years of industry experience. He has worked at multiple firms, including AE Wealth Management and CreativeOne Wealth, and currently serves as managing partner at Liberty Hill Financial Planners. Foundations Investment Advisors, LLC provides financial planning and ongoing portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with asymmetric rebalancing, and offers access to third-party sub-advisers and custodians.

John Bollweg is a CFP® professional with 16 years of industry experience. He has worked at JMG Financial Group Ltd since 2020 and previously spent ten years at MPS LORIA Financial Planners, LLC. JMG Financial Group Ltd provides comprehensive wealth management, portfolio management, and consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach emphasizing strategic asset allocation and uses a variety of investment vehicles, including ETFs, mutual funds, individual equities, fixed income, and private investments.

Breanna Coffey is a CFP® professional with seven years of industry experience. She currently works at Calamos Wealth Management LLC and previously held roles at Corient Services LLC and Goldman Sachs & Co. LLC. Outside of her advisory work, she owns and operates an Etsy shop specializing in custom-designed clothing and merchandise. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment process involves comprehensive idea sourcing, evaluation, portfolio construction, and monitoring, supported by an affiliated ecosystem that includes multiple investment vehicles and trust services.

Arvin Weindruch is a financial advisor at Forum Financial Management, LP with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Harris Weindruch & Co. Ltd. for over four decades. Outside of his advisory role, he operates an accounting and consulting business as a sole proprietor. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also offers sub-advisory services and a turnkey asset management platform to independent RIAs, utilizing model portfolios primarily invested in DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Anton Schirmang is a CFP® professional with 12 years of industry experience, currently serving at Calamos Wealth Management LLC. His prior roles include positions at Corient Services LLC, RWA Wealth Partners, Polaris Wealth Advisory Group, Origin Investments, Polaris Greystone Financial Group, and Nuveen Investments. Outside of finance, he owns Salt Fitness North Shore, a group fitness and barre business where he oversees financial operations. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm emphasizes a structured investment process involving idea sourcing, evaluation, portfolio construction, and monitoring, often integrating affiliated investment vehicles and services.

David Lennon is a financial advisor with Forum Financial Management, LP in Joliet, IL, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience and has been with Forum Financial Management and Purshe Kaplan Sterling Investments since 2013. Lennon is also the owner of Senesac & Lennon, Ltd., an accounting and tax services firm. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, utilizing model portfolios primarily implemented with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Levi Palomo is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked at firms including Osaic Advisory Services, Arbor Point Advisors, Securities America, and TD Ameritrade. Palomo also serves as a financial planner at Pillar Financial Advisors, LLC. Lasalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, with a notable predominance of non-discretionary assets under management.

Brett Ludwig is a CFP® professional with seven years of experience at JMG Financial Group Ltd, where he has worked since 2014. He is based in Downers Grove, IL. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing wealth management, portfolio management, and financial consulting services. The firm employs a planning-based, long-term investment approach and utilizes a range of investment vehicles including ETFs, mutual funds, equities, fixed income, and alternative investments.

Andrew Pagoulatos is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining LaSalle St. in 2024, he worked at Stifel Nicolaus & Co Inc for 11 years. He is also involved with LaSalle St. Insurance Services, focusing on fixed insurance. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to a range of clients, including individuals, trusts, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary asset management programs, emphasizing a predominance of non-discretionary assets.

Khai Le is a financial advisor with Capital Analysts who holds a Series 66 designation and has 27 years of industry experience. His prior work includes significant tenure at Valic Financial Advisors and roles at Lincoln Investment and Agia. Outside of advisory activities, he is a co-owner and silent partner in two boba tea shops. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment research team, offering custom and model portfolios as well as access to third-party managers.

Richard Lloyd III is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has managed Lloyd Wealth Advisors since 2014 and has been involved with R. Lloyd & Co Ltd, a tax preparation and accounting firm, since 1999. HighPoint Advisor Group serves a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, constructing client portfolios through personal consultations and fundamental analysis across various investment vehicles.

William Alexander is a CFP® with seven years of experience at JMG Financial Group Ltd, where he has worked since 2014. He holds a Series 63 license and is based in Downers Grove, Illinois. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing wealth management, portfolio management, and financial consulting services. The firm employs a planning-based, long-term investment approach centered on strategic asset allocation and utilizes various investment vehicles along with tax-aware techniques and tactical shifts overseen by an investment committee.