David Walz is a CFP® and holds a Series 65 license with 28 years of industry experience. He has worked at CGN Advisors, LLC since 2023 and previously spent 19 years at Arcadia Financial Strategies, Inc. Walz serves on the Board of Regents and Finance Committee at Concordia University Chicago. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and offers services such as educational workshops, tax-return preparation, and pension consulting.

Daniel Schlesser Jr. is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with one year of industry experience. He holds a Series 66 designation and previously worked at SageSure and Accenture. Outside of advising, he is involved with LaSalle St. Services, LLC, providing bookkeeping and accounting for commercial properties. LaSalle St. Investment Advisors offers personalized financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Ronald Shih is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior affiliations include LPL Financial, Level Four Advisory Services, New England Securities, and Osaic FA, Inc. He is also involved in fixed insurance sales through multiple agencies in Rosemont, Illinois. 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 acts as sponsor of a wrap-fee program, employing fundamental analysis and multiple platform solutions to construct and implement client investment policies.

Andrew Mccausland is a CFP® and ChFC® with 37 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2012 and also serves as President and Financial Advisor of The McCausland Group, where he provides financial planning, analysis, and advice. 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 investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial platforms.

Gregory Smith is a financial advisor at IPI Wealth Management, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and Invest Financial Corp. He is also an independent insurance agent in Naperville, IL. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm offers proprietary, risk-based model portfolios managed on a discretionary basis and emphasizes strategic asset allocation combined with active manager oversight.

Douglas Swanson is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with eight years of industry experience. He holds a Series 65 designation and has been associated with Zoller, Swanson & Co since 2007. Outside of his advisory work, Swanson is involved in tax preparation services and operates a financial coaching business focused on prioritizing financial goals. LaSalle St. Investment Advisors provides 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 programs, with a notable emphasis on non-discretionary asset management.

Monica Campbell is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds a Series 66 designation and has three years of industry experience. Her prior work includes roles at Securities America, Inc. and Dealer eProcess. 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 investment programs, with a notable predominance of non-discretionary asset management.

Ursula Daley is a financial advisor with VestGen Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. She previously worked at LPL Financial for 17 years and Commonwealth Financial Network for 7 years before joining VestGen Advisors in 2025. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationship work with centralized portfolio construction and utilizes third-party managers and affiliated funds as part of its offerings.

William Goldsberry II is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Ausdal in 2020, he worked at Equitable Advisors and Axa Advisors. In addition to his advisory role, he assists advisors with insurance product sales and client insurance needs. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of services including advisor-managed and separately managed accounts, financial planning, and brokerage and insurance products, with investment strategies tailored to each client's objectives and risk tolerance.

Lawrence Grill is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Securities America Advisors and Securities America, Inc., as well as longstanding positions at Parke Avenue Service Corporation and First Federal Savings Bank. He is also active as an insurance sales agent. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm manages assets through both non-discretionary and discretionary programs, emphasizing a predominance of non-discretionary management, and provides services such as third-party manager selection and qualified plan consulting.

Martin Campbell is a financial advisor with Highpoint Planning Partners, holding a Series 66 credential and 18 years of industry experience. He has worked at HighPoint Advisor Group since 2016 and LPL Financial since 2009. Outside of his advisory work, he is the owner of Dirty Chicago Clothing, LLC, a clothing business. HighPoint Advisor Group serves 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 acts as sponsor and manager of wrap-fee programs, utilizing a range of securities and third-party platforms to implement client investment policies.

Marc Poulos is a financial advisor at Calamos Wealth Management LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Great Valley Advisor Group, LPL Financial, and Brookstone Capital Management. 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 sourcing ideas, quantitative and qualitative evaluation, and portfolio construction, often utilizing affiliated Calamos Funds and investment vehicles.

Matthew Grasman is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 license and five years of industry experience. He has worked at John White & CO and Geneos Wealth Management since 2020. Outside of his advisory role, he is involved in tax preparation and operates a landscaping and snow removal business. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a variety of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

Mark Fleming is a CFP® with eight years of industry experience, currently serving as a financial advisor at Compass Financial Management LLC. His prior roles include positions at Paradigm Wealth Management, Sentinus, LLC, and Topel Formon LLC. He holds limited partnership interests in real estate developments inherited from his family. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

David Hennings is a financial advisor with Stonex Advisors Inc. in Oak Park, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes roles at StoneX Securities Inc., Wrp Investments, Inc., LPL Financial, and Waterstone Financial Group. Outside of advisory work, he serves as assistant treasurer for the Cedar Point Parks Association homeowners association. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary model solutions, and third-party money managers.

Cynthia Mann is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 36 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Commonwealth Financial Network, Grove Point Advisors, and LPL Financial. She is also the owner of Mann Financial Group, LLC, a private entity facilitating securities, advisory, and insurance business. 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 investment programs, managing a predominance of non-discretionary assets, and provides services such as qualified plan consulting and third-party manager oversight.

Roger Anderson is a Certified Financial Planner (CFP®) and CPA with 37 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2009 and has operated his own tax preparation service since 1994. In addition to his advisory work, Anderson provides tax preparation services during part of the year and is involved in outside insurance sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer that manages over $2 billion in client assets through a network of approximately 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment products and both discretionary and non-discretionary account management.

Angelica Vukobratovich is a financial advisor at Belpointe Asset Management LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera, Marquette Bank, Fifth Third Bank, and MB Financial Bank. Angelica also operates as an independent insurance agent, selling life, disability, and long-term care insurance. Belpointe serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies ranging from passive to active and tactical, combining internal management with third-party managers when appropriate.

Mitchell Dudley is a financial advisor with Kinetic Investment Management, Inc., holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Kinetic, he worked in various roles including sales consulting and positions at SWYFT Solutions and Tegus. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and sub-advisory services. The firm employs diverse analytical methods and a primarily long-term trading approach, offering access to a broad range of asset types, including higher-risk investments when appropriate.

Mark Rabinovich is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Calamos Wealth Management LLC. He has worked at Calamos Financial Services LLC and Calamos Wealth Management LLC since 2018, and previously spent 14 years at Neuberger Berman, LLC. Calamos Wealth Management LLC offers discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment approach includes customized asset allocation and the use of affiliated investment vehicles, with governance controls and an Investment Committee overseeing portfolio construction and monitoring.