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.

Roland Stadelmann is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has been with Latitude Advisors and GWN Securities since 2010 and has worked with MassMutual since 2003. Outside of his advisory role, he owns Palmetto Tax Centers, LLC, which provides advanced income tax planning and preparation services. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses valuation-driven and momentum-based multi-asset model strategies, managing most accounts on a discretionary basis with continuous monitoring and rebalancing.

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.

Jeffery Grecu is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Level Four Advisory Services, LPL Financial, and Opus Wealth Management Group. He has co-owned a non-variable insurance business and operates J.A.G. Planning and Investments LLC for tax and investment purposes. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach and multiple methods of analysis to deliver tailored advice and offers a range of programmatic solutions alongside educational seminars and subscription planning services.

Joseph Supina is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, Illinois, with 24 years of industry experience. He has been with LaSalle St. Investment Advisors and its affiliated broker-dealer since 2009. Supina holds Series 63 and Series 66 registrations. LaSalle St. Investment Advisors offers 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 provides both non-discretionary and discretionary investment programs, utilizing a range of asset classes and third-party manager arrangements.

Jonathan Jamieson is a financial advisor at JMG Financial Group Ltd with one year of industry experience. He holds the Series 65 designation and previously worked at Spotlight Asset Management and RJ O'Brien & Associates. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers multiple operational features, including held-away account management and tax-aware strategies.

Bruce Vollrath is a financial advisor with Lasalle St. Investment Advisors, L.L.C. in Elmhurst, IL. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including 30 years with La Salle St. Securities, Inc. He is also involved in fixed insurance activities. 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 and manages a substantial portfolio with a notable emphasis on non-discretionary assets.

Elizabeth Nanovic is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds the Series 66 designation and has 11 years of industry experience. She has been affiliated with Lasalle St. Securities, L.L.C. since 2014. Outside of her advisory role, Nanovic volunteers with the Archdiocese of Chicago's Marriage & Family Ministries, teaching premarital classes, and serves as Vice President of the Saint Peter and Paul Home and School. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, employing a range of asset-allocation models and investment vehicles, with a notable emphasis on non-discretionary asset management.

Dennis Breier is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Foundations Investment Advisors since 2023. Prior to this, he was with Guardian Estate Solutions and FIFTH THIRD SECURITIES. Outside of his advisory work, he manages pre-planning and prepaid funeral contracts at Modell Funeral Home. Foundations Investment Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning, portfolio management, and sub-advisory services through a large network of affiliated offices, utilizing fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Daniel Mayer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has seven years of industry experience. Prior to joining LaSalle St. Securities LLC in 2018, he worked briefly at Speedway LLC and has operated Mayer Media Co., a freelance web and application development and digital marketing business. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing asset-allocation models and a mix of mutual funds, ETFs, equities, fixed income, and options.