Kyle Dell is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at LaSalle St. Securities, RHM, Avenue Logistics, Airliner, American Metalcraft, and Glenbard West High School. 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 investment programs, utilizing a diverse mix of asset classes and third-party managers.

Arash Kadivar is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Highpoint Planning Partners and has prior work history at LPL Financial and several other financial firms. Kadivar is based in Downers Grove, Illinois. HighPoint Advisor Group serves a diverse client base including individuals, high-net-worth clients, pension 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 range of investment vehicles to tailor client portfolios.

Dennis Wojcicki is a financial advisor at Forum Financial Management, LP with 28 years of industry experience. He has been with Forum Financial Management since 2013 and previously worked at DSL Group from 1997 to 2013. He holds a Series 63 designation. 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 turn-key asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

John Vires is a CFP® and CFA® with 10 years of industry experience. He is currently a financial advisor at Forum Financial Management, LP and also provides financial advice through Mathieson, Moyski, Austin & Co., an accounting firm. Outside of his advisory roles, he volunteers with the Lions Club of Wheaton and serves as a Park Commissioner for the Wheaton Park District. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing primarily Modern Portfolio Theory-based portfolios using institutional mutual funds, ETFs, and other fixed income strategies.

Craig Ibrahim is a financial advisor with Highpoint Planning Partners, holding a Series 66 credential and 22 years of industry experience. He has worked at Highpoint Advisor Group, LLC since 2016 and has been affiliated with LPL Financial since 2009. 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 operates a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles to implement client portfolios.

Richard Kitick is a CFP® professional with 22 years of industry experience. He has been with Highpoint Planning Partners, doing business as OnPath Financial, since 2013 and has also been associated with LPL Financial since 2007. Outside of his advisory work, he is involved in amateur hockey as an assistant coach and a referee in the Chicagoland area. HighPoint Advisor Group serves a broad client base including individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, implementing portfolios through fundamental analysis and a variety of investment vehicles across multiple platforms.

Dennis Ryan Jr. is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Midway Wealth Partners, LLC and World Equity Group, Inc. He is also an author, having published a book in 2022 available on Amazon. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services with access to alternative investments and retirement plan advisory.

Todd Rollins is a CFP® with 18 years of industry experience, currently affiliated with World Equity Group, Inc. in Schaumburg, IL. He has previously worked at Summit Financial, LLC and Midway Wealth Partners, LLC. Outside of his advisory role, he is involved in managing personal service workers who assist his disabled brother through a home-based service program. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and other entities. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Trent Ten Bruin is a financial advisor at Highpoint Planning Partners with a Series 65 credential and no prior industry experience. His work history includes roles at Now Foods and several academic institutions, including the University of Wisconsin–Madison, where he has been affiliated since 2022. Highpoint Planning Partners 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 sponsors a wrap-fee program, implementing client portfolios using fundamental analysis across various investment vehicles.

Daniel Stybr is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with LaSalle St. Investment Advisors since 2006 and has operated Stybr & Associates, a tax preparation service and registered investment advisory firm, since 1989. Outside of financial advising, he is involved with Daka Aviation, LLC, which manages aircraft registration and hangar operations. LaSalle St. Investment Advisors provides personalized, 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 investment programs, including the LaSalle St. Asset Management Program (LAMP), and is notable for managing a predominance of assets on a non-discretionary basis.

James Fox is a financial advisor at Financial & Tax Architects, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, E*TRADE, and Citibank. Outside of advising, Fox owns a watch trading business and has worked as a driver and dog walker in the Naperville, Illinois area. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” involving ETFs, individual securities, and trend-aware rebalancing, with a notable sub-advisory business serving other registered investment adviser firms.

Daniel Keller is a financial advisor at Highpoint Planning Partners with four years of industry experience. He holds a Series 66 designation and previously worked at RSM US LLP for eight years. Keller also operates a private tax services firm, Keller CPA Private Tax Services, and is a notary. 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 acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles across multiple platforms.

William Boscow is a ChFC® credentialed financial advisor with 25 years of industry experience, currently with Ausdal Financial Partners, Inc. in Downers Grove, IL. His career includes roles at several firms such as Purshe Kaplan Sterling Investments and Arete Wealth Management LLC. Outside of advisory work, he serves on the board of the University of ND Alumni Club, leading its community service committee, and works as an insurance producer with limited hours devoted to that activity. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across over 16,000 clients. The firm offers a wide range of services, including advisor-managed, separately managed, and unified managed accounts, and implements investment strategies tailored to clients’ objectives and risk tolerances through a multi-custodian platform.

Steven Martin is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2019. Prior to joining Forum, he worked for BKD Wealth Advisors, LLC for five years. 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, implementing model portfolios primarily with DFA institutional mutual funds and ETFs using a Modern Portfolio Theory approach.

Jon Flaherty is a CFP® certificant with five years of industry experience, currently advising at Highpoint Planning Partners. His prior experience includes roles at Vantage Financial Partners, Lincoln Financial, and the Elks National Foundation. Highpoint Planning Partners serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as asset management, financial planning, retirement plan advisory, and wrap-fee programs. The firm develops investment policies through personal consultations and employs a variety of investment vehicles and third-party platforms to implement client portfolios.

Timothy Mc Govern is a financial advisor with Capital Analysts and holds a Series 66 designation. He has five years of industry experience, including roles at Lincoln Investment, J. McGovern & Associates, Hiscox, and Inmagine/123RF. Outside of his advisory work, he is involved in managing a rental property in Chicago. Capital Analysts serves a wide range of clients, including individuals, institutions, and retirement plans, offering discretionary and non-discretionary portfolio management through various models and third-party managers supported by an in-house investment and research team.

Janet Redding is a financial advisor at Capital Analysts with 21 years of industry experience. She holds the Series 66 designation and has been with Lincoln Investment Planning since 2013. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary screening processes.

Sean Hughes is a Series 66-licensed advisor with 12 years of industry experience. He is currently with Wealth Watch Advisors, Inc and has previously worked at FOUNDATIONS INVESTMENT ADVISORS, LLC and Hughes & Dern Financial Group. Outside of his advisory work, he is an independent insurance agent involved in Medicare, life, and annuity sales. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and financial institutions. The firm employs a mix of quantitative, qualitative, and technical methods, utilizing third-party model managers for portfolio management across a broad range of investment strategies.

Adam Tudor is a CFP® with seven years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. since 2020. Prior to this, he worked at Indiana Wesleyan University for four years. He is also involved in his community 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 plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, utilizing a range of assets including mutual funds, ETFs, equities, fixed income, and options.

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.