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.

Timothy Dern is a financial advisor at Savvy with six years of industry experience and holds a Series 65 credential. His career includes roles at Maia Wealth, Wealth Watch Advisors, and Hughes and Durn Financial Group, Inc. He is also the owner of Mana Financial Group, LLC, a business marketing life insurance, annuities, and long-term care insurance, and operates 10K Health Products, Inc, which sells herbal products. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm utilizes a primarily index-based, long-term investment approach complemented by active equity portfolios, tax-aware direct indexing, and integrates third-party fintech tools and specialized sub-adviser strategies.

Kasey Reed is a financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. She has worked at Alberts Wealth Advisors, LLC since 2017 and has been with Ausdal Financial Partners since 2016. Outside of her advisory role, Reed is a partner and owner at Alberts Wealth Advisors, where she provides financial planning solutions including life and health 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 about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse clientele, delivering strategies through discretionary and non-discretionary accounts that include mutual funds, ETFs, equities, fixed income, and alternative products.

Jeffrey Spokas is a financial advisor at Forum Financial Management, LP with three years of industry experience. He holds a Series 65 credential and has worked at Forum Financial since 2023. In addition, he is the principal of Spokas & Associates CPAs LLC, an accounting and tax services firm he has operated since 2018. Prior to these roles, he was employed at Keeley Construction Inc. from 2014 to 2018. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan advisory services, with an emphasis on model asset-allocation portfolios using institutional mutual funds, ETFs, and separate managed accounts, along with back-office and sub-advisory services for independent advisors and RIAs.

Ryan Sherman is a CFP® professional with two years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd in Downers Grove, IL. His prior experience includes roles at Ronin Capital LLC, Marquette Partners LP, and Lupo Securities, LLC. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach, focusing on strategic asset allocation and utilizing a variety of investment vehicles, including ETFs, individual equities, fixed income, and private investments.

Kelly Hene is a CFP® with 27 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2012. Her prior roles include positions at Morgan Stanley and Citigroup Global Markets. Outside of advisory work, she is involved in a fixed insurance business. 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, emphasizing a predominance of non-discretionary assets in its offerings.

Gerald King is a financial advisor at Pure Financial Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Goldman Sachs Wealth Services and Fairhaven Wealth Management. Pure Financial Advisors, LLC serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm applies academic investment frameworks and offers specialized services such as pension consulting and donor-advised fund management.

Lou Ann Lisack is a Series 65-licensed financial advisor with Forum Financial Management, LP, where she has worked since 2014. She has 11 years of industry experience and also operates Tax & Financial Solutions, Inc., a tax and accounting firm. Forum Financial Management, LP provides 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 portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

John Burkhardt is a financial advisor at Pure Financial Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware techniques, income management strategies, and specialized sub-advisers.

Jeffrey Kinzler is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior work includes roles at Securities Service Network, Inc. and Northwestern Mutual Investment Management. Outside of his advisory work, he is involved in the sales and service of fixed life insurance and related products through his role with a retirement services group. LaSalle St. Investment Advisors provides 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, utilizing a diversified mix of mutual funds, ETFs, equities, fixed income, and options.

Sammy Moy is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at HighPoint Advisor Group since 2014 and also maintains an affiliation with LPL Financial. Moy is involved with several insurance agencies including Eugene Cohen Agency and Crump Insurance Agency. HighPoint Advisor Group 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 manages a wrap-fee program, utilizing a diversified investment approach across mutual funds, ETFs, equities, fixed income, REITs, and options.

Kevin Newman is a financial advisor at Ausdal Financial Partners, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ausdal Financial Partners since 2009. Newman is also the owner of Newman & Associates, Ltd, a fixed life insurance and annuities business he has operated since 1983. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer that manages over $2 billion in client assets. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary investment strategies across a variety of asset classes.

Steven Cook is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding a Series 66 credential with 10 years of industry experience. His prior work includes roles at Edward Jones and IPAVA State Bank. Cook is also involved with Fortress Insurance Services Inc. in a fixed insurance capacity. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a range of clients, including individuals, trusts, pension plans, and small businesses. The firm offers both non-discretionary and discretionary management programs, with a notable emphasis on non-discretionary assets under management.

Christopher Sacco is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 22 years of industry experience. He holds the ChFC® designation and has held roles at Comprehensive Asset Management & Servicing, Inc., Retirement Planning Specialists, Inc., and Securities America Advisors, Inc. Outside of his advisory role, he is also an insurance agent assisting with fixed and indexed annuities. LaSalle St. Investment Advisors provides 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 management, utilizing a range of asset classes and third-party managers, with a notable emphasis on non-discretionary asset management.