James Niedermeier is a financial advisor at Ausdal Financial Partners, Inc. with 40 years of industry experience. He has been with Ausdal since 2009 and also owns Niedermeier Agency, through which he is involved in insurance sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations.

Kevin Geiger is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with multiple firms, including The Retirement Guys Formula and Retirement Wealth Advisors. Geiger also owns Geiger Investments, where he is involved in selling fixed and variable annuities and brokerage services. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives, serving a diverse client base including individuals, trusts, and corporations. The firm uses a variety of investment strategies and offers access to model portfolios and third-party managers, operating a multi-advisor network with integrated platform and brokerage affiliations.

Emilija Ilic is a financial advisor at Mission Wealth Management, LP with one year of industry experience. She holds the Series 65 designation and previously worked at Krd Ltd, Byline Bank, BG 011 LLC, and the Law Offices of Lee Steinberg. Emilija is based in Charles, Illinois. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families. The firm employs tiered service models and customized, long-term investment strategies incorporating ETFs, institutional mutual funds, alternative investments, and tax-aware trading.

Anthony Lavarda is a financial advisor with World Equity Group, Inc. in Naperville, IL, holding a Series 63 designation and 40 years of industry experience. He has been with World Equity Group since 2009. Outside of his advisory role, he founded St Raphael Lame Ducks, a prayer and social service group. World Equity Group provides fee-based investment advisory and financial planning services to a broad client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Allison Tregoning is a financial advisor at Gladstone Wealth Partners with eight years of industry experience. She holds the Series 66 designation and has worked at LPL Financial, Cetera Financial Specialists LLC, and Wells Fargo Clearing Services LLC. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions.

Jeffrey Menough is a CFP® professional with 34 years of experience in the financial industry. He has been with Highpoint Planning Partners since 2013 and also maintains a longstanding affiliation with LPL Financial beginning in 2010. Menough has established a home-based business entity for tax and investment purposes that he manages with limited monthly time commitment. Highpoint Planning Partners serves a diverse clientele including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides asset management, financial planning, retirement plan advisory, and utilizes a range of investment vehicles and third-party platforms to deliver tailored advisory services.

Bradley Karkula is a CFP® with 17 years of experience in the financial services industry. He is currently with Calamos Wealth Management LLC and Calamos Financial Services LLC, having previously worked at Citibank, Morgan Stanley, and J.P. Morgan in various capacities. 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 rigorous idea sourcing, evaluation, and portfolio construction, often utilizing affiliated Calamos Funds and investment vehicles within a comprehensive governance framework.

Christopher Peterson is a financial advisor at Highpoint Planning Partners with two years of industry experience. He holds a Series 66 designation and previously worked for St. Charles Bank & Trust Company N.A. for ten years before joining Highpoint Advisor Group and LPL Financial in 2024. Highpoint Advisor Group serves 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 investment policies through personal consultations and implementing portfolios using fundamental analysis across a range of securities and third-party platforms.

Paul Kaczmarczyk is a financial advisor at World Equity Group, Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with World Equity Group since 2010, also working with VestGen Advisors, LLC since 2026. Outside of his advisory role, he serves as treasurer for the Schaumburg Athletic Association United Soccer Club, a nonprofit youth soccer organization. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as various institutional clients. The firm offers managed portfolios through its wrap-fee programs, utilizing discretionary portfolio management and third-party money managers guided by clients’ risk tolerance.

Michael Manno is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois, holding Series 63 and Series 66 credentials and 42 years of industry experience. He has been with World Equity Group since 2003. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers managed portfolios through its Adhesion Money Management wrap-fee program and related advisory programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Callie Just is a financial advisor with HighPoint Planning Partners and holds a Series 66 credential. She has nine years of industry experience, including prior roles at PPM America, Inc., Jackson National Life Distributors LLC, and Merrill. Outside of her advisory work, she owns Just Chic LLC, an event design and planning business. HighPoint Advisor Group serves a diverse client base including 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 manages a wrap-fee program, constructing client portfolios through fundamental analysis across various investment vehicles.

Jignesh Jain is a financial advisor at Belpointe Asset Management LLC with securities licenses Series 63 and Series 65. He has held positions at AFIN Wealth Management and Amplified Planning and worked at NEC Corporation of America for 13 years. Jain serves as a board member for the Jain Society of Metro Chicago, a religious non-profit organization. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors and manages more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model strategies, and various affiliated funds and services.

Glenn Schwalje is a financial advisor at Financial Security Advisory, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Milliman Investment Management Services and Jackson National Life Distributors. Schwalje is also involved in compliance consulting through Oyster Consulting, LLC. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings. The firm uses quantitative and qualitative methods to select investments and manages accounts primarily on a limited discretionary basis.

Craig Wenger is a CFP® professional with 22 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2009. Prior to that, he worked at Financial Planning Consultants from 2000 to 2017. He also serves as treasurer for the Hawthorne Place Condo Association in Chicago. Ausdal Financial Partners manages over $2 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of investment strategies through both discretionary and non-discretionary accounts and combines advisory, brokerage, and insurance services.

Gary Richards is a CFP® professional with 32 years of experience at World Equity Group, Inc., where he has worked since 1994. He holds Series 63 and Series 65 licenses. Richards is also involved as a co-owner of B&R Financial, a financial planning and investment advisory practice. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers managed portfolios through its wrap-fee program and discretionary third-party money management, utilizing risk-tolerance assessments to guide asset allocation.

Eric Hrebic is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2020. His prior experience includes roles at 606 Wealth Management, LLC and Lowery Asset Consulting. 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, managing approximately $9 billion in assets with a focus on model portfolios grounded in Modern Portfolio Theory.

Luke Hofsommer is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and 11 years of industry experience. He has worked at LaSalle St. and affiliated entities since 2018 and previously was employed by Raymond James Financial Services and First National Bank. 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 management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Robert Davit is a financial advisor at Gladstone Wealth Partners with 32 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2021 and has been with Gladstone and LPL Financial since 2021. He holds the Series 63 and Series 65 designations. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with a focus on integrating retirement-plan services and institutional manager relationships.

Lissette Strefner is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with World Equity Group since 2015 and has previously been associated with AIG American General Life Insurance Company since 2002. Outside of her advisory role, she operates a small hobby business reselling used clothing online. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management with access to third-party money managers and employs a risk-tolerance questionnaire to guide asset allocation.

Chloe Fakhouri is a CFP® with five years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd in Downers Grove, IL. Prior to joining JMG Financial Group, she worked at Itasca Bank & Trust and was also employed by Depaul University. Outside of her financial advisory role, Chloe is a fitness instructor for Pike Lagree, a fitness center offering Lagree-style classes. JMG Financial Group provides comprehensive wealth management and consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers services including portfolio management, tax consulting, and access to private investment opportunities.