Margaret Swiess is a financial advisor at Founders Financial Securities LLC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Spc and Global View Capital Management, Ltd. She is also a licensed insurance agent and a Notary Public in the State of Illinois. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of investment programs and non-traditional delivery methods.

Janet Redding is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Lincoln Investment Planning and has been there since 2013. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing in-house investment models and third-party managers, and provides services with varying levels of discretionary authority.

Sean Hughes is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Wealth Watch Advisors, INC, where he has worked since 2021, and previously worked at FOUNDATIONS INVESTMENT ADVISORS, LLC and Hughes & Dern Financial Group. Outside of his advisory role, he is an independent insurance agent involved in Medicare, life, and annuity sales. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and access to third-party model portfolios. The firm uses a model-driven investment approach implemented through approved sub-advisors and offers services to a diverse client base including pension plans, trusts, and charitable organizations.

Adam Tudor is a CFP® professional with seven years of industry experience, currently serving as an advisor at LaSalle St. Investment Advisors, L.L.C. since 2020. Prior to joining LaSalle St., he worked at Indiana Wesleyan University for four years. Outside of his advisory role, he serves as an at-large member of the Norwell Band Booster and acts as co-trustee of his mother's trust account. 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 significant portion of assets on a non-discretionary basis.

Gerhard Axen is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has been with Ausdal Financial Partners since 2008 and has also operated as a self-employed advisor since 1996. Outside of advisory services, he is a managing partner at Timberland Financial, an insurance sales business specializing in life, health, disability, and group insurance. 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 provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of discretionary and non-discretionary investment solutions.

William Lacy is a CFA® charterholder with two years of industry experience. He is currently with Calamos Wealth Management LLC and has previously worked at Trinity Financial Advisors LLC, Urban Financial Advisory Corporation, and Lifetime Financial Group, among others. Prior to his financial advisory roles, he worked in diverse fields including the restaurant and lawn care industries. 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 includes customized asset allocation, portfolio construction, and ongoing monitoring, often utilizing affiliated Calamos Funds and sub-advisers within a comprehensive affiliated ecosystem.

Jason Provost is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Kinetic Investment Management, Inc. since 2021. He previously worked at Brokers International Financial Services for 12 years and has operated Provost Financial Services, an insurance services company, since 2008, where he also holds a licensed insurance agent designation. Kinetic Investment Management is a registered investment adviser managing approximately $348 million in assets for individuals, pension plans, and business entities. The firm employs a multi-method investment approach with a primary long-term trading orientation and offers portfolio management, financial planning, and sub-advisory services through a 20-advisor team.

Brian Callaghan is a financial advisor at First Advisors National, LLC with four years of industry experience. He holds a Series 65 designation and has worked at CIH Consulting since 2022, focusing on commodities consulting and client services outside of investment activities. Prior to that, he held roles at MHT Business Development and Datrium. 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 support supplemental individual security recommendations.

Kevin Nix is a financial advisor at Stratos Wealth Advisors LLC with 28 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd and LPL Financial, LLC, each for 10 years. His credentials include Series 63 and Series 65 licenses. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients, offering financial planning and portfolio management through customized and model portfolios. The firm benefits from its common ownership with SEI-affiliated businesses, providing integrated access to SEI’s investment management and trust services.

Kathleen Carrico is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 33 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at La Salle St. Securities, Inc. since 1992 and Carrollton Bank since 1990, where she serves as Vice President and Trust Officer. Outside of her advisory roles, she is a personal use consultant for Mary Kay Inc. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and various portfolio management services. The firm employs a range of investment strategies across multiple asset classes and is noted for its predominance of non-discretionary asset management and its use of fee-sharing and co-advisor arrangements.

Robert Eberlin is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with HighPoint Advisor Group since 2021 and previously held roles at Level Four Advisory Services and LPL Financial. HighPoint Advisor Group 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 client assets and employs fundamental analysis to construct individualized investment policies across various asset classes.

Nolan Clifford is a financial advisor with Arkadios Wealth Advisors in Naperville, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Arkadios Capital, he worked with the Colorado Rockies for one year and spent four years at Creighton University. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying them through various managed account solutions and third-party managers.

Mary Deutsch is a financial advisor at Gibbs Wealth Management, LLC, holding a Series 65 license with one year of industry experience. She is also the owner and insurance agent of MTD Financial, Inc., and serves as president of Tess Marketing, Inc., a business marketing services company. Additionally, she is a managing member of Eight 22 Alpha, LLC, a real estate investment venture. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and strategists. The firm employs a mix of analytical approaches to guide asset allocations and emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Gilberto Arias Jr. is a financial advisor with Capital Analysts, holding a Series 66 license and over 23 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2007. Outside of advisory work, he serves as Vice President and Secretary of a nonprofit condominium association and holds leadership roles in cooperative real estate management. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and advisory services. The firm’s investment decisions are guided by an in-house research team using proprietary screening processes, with a business model that supports advisors in offering complementary outside activities alongside advisory services.

David Taylor III is a financial advisor at Arete Wealth Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at firms including Wells Fargo Clearing Services, LLC and Practice Management Consultants, LLC. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory, utilizing a combination of advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.

Susan Ahlfeld is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Advisors Capital Management, LLC since 2023, following a 21-year tenure at Ameriprise Financial Services, Inc. Outside of her advisory work, she is the managing member of Taking A Siesta LLC, a real estate rental business. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and governmental entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research to manage custom private accounts and model strategies.

Stephen Vranek is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Lifemark Securities Corp., Transamerica Financial Advisors, and several businesses he leads, such as Wealth Star Inc., a high-end networking group, and West Suburban Business Solutions, which provides tax preparation and bookkeeping training. He also serves as president or CEO of multiple companies involved in business consulting, property management, and financial services. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm uses a model-driven approach with strategic, tactical, and dynamic strategies primarily implemented through mutual funds and ETFs, and provides portfolio management, financial planning, ERISA consulting, and educational courses for pre-retirees.

Zach Nugent is a financial advisor at Belpointe Asset Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AFIN Family Wealth Management, Cetera Investment Services LLC, and New York Life Insurance Company. Outside of his advisory role, he is an independent insurance agent selling fixed insurance products and property and casualty insurance. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and investment companies, offering discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios using a range of strategies and supports its advisory practice with affiliated businesses and proprietary product sponsorships.

William Morrison Jr. is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Forum Financial Management since 2015 and previously at APEX CPAs & Consultants, Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns and manages a rental property through Four Forty Forum LLC. Forum Financial Management, LP provides investment advisory and related services to individual, institutional, and charitable clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management, financial planning, and retirement-plan services, supporting other RIAs through its turn-key asset-management platform and back-office services.

Dylan Lueckenotte is a CFP® with nine years of experience in the financial services industry. He is currently affiliated with CreativeOne Securities, LLC and has prior experience with Client One Securities, LLC and Wallstreet Group. Outside of advising, he works as an account executive in employee benefit insurance sales at Acrisure Wallstreet Partners LLC. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, fiduciary services, and access to third-party manager programs through a network of 127 advisors.