Erin Carter is a financial advisor with HighPoint Planning Partners in St. Charles, IL, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at HighPoint Advisor Group, LLC and LPL Financial since 2013. 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 a fundamental analysis approach to construct individualized investment policies across a range of asset types and custodial platforms.

Richard Lloyd Jr. is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with HighPoint Advisor Group and LPL Financial since 2014 and has operated R. Lloyd & Company, Ltd., a full-service accounting firm, since 1980, where he serves as president. He also acts as co-trustee of the Marie L. Lloyd Revocable Trust. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and acts as a wrap-fee program manager, employing fundamental analysis and a range of investment vehicles to construct client portfolios.

John Boyer is a financial advisor at HighPoint Planning Partners with 23 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Level Four Advisory Services LLC prior to joining HighPoint Advisor Group in 2021. Boyer also provides investment advisory services through HighPoint Advisor Group, an independent registered investment advisor. HighPoint Advisor Group offers discretionary asset management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis-based investment approach across a diversified range of securities and third-party solutions.

Ann Gunst is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Trustmont Advisory Group, Inc. She previously worked at Halo Securities LLC and Sentinus, LLC. Outside of her advisory role, she is a partner involved in accounting and bookkeeping for Graber Family LLC. Trustmont Advisory Group serves a diverse client base including individuals and various institutional clients, providing financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment outlook and combines public research with adviser judgment in its approach.

Justin Lesch is a CFP® and holds a Series 66 license with 15 years of experience in the financial advisory industry. He has been with JMG Financial Group, Ltd. since 2013. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation when requested. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors, employing a strategic asset allocation approach overseen by an investment committee and offering a variety of fee arrangements and specialized services.

James Tilley is a Series 65 registered financial advisor with six years of industry experience. He is currently with Foundations Investment Advisors LLC and also serves as managing partner at Liberty Hill Financial Planners. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 investment adviser representatives.

John Bollweg is a CFP® professional with 15 years of experience in financial planning and advisory services. He has worked at JMG Financial Group, Ltd. since 2020 and previously spent ten years with MPS LORIA Financial Planners, LLC. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation when requested. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors, employing a strategic asset allocation approach overseen by an investment committee and utilizing a variety of investment vehicles including ETFs, mutual funds, individual equities, fixed income, private funds, and unaffiliated sub-advisors.

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 credentials and five years of industry experience. His prior roles include positions at Osaic Advisory Services, Arbor Point Advisors, Securities America, and TD Ameritrade. Outside of his advisory work, he is a financial planner with Pillar Financial Advisors, LLC. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm offers both discretionary and non-discretionary investment management using a range of strategies and investment vehicles.

Brett Ludwig is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He has worked exclusively at JMG Financial Group, Ltd. since 2014. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation. The firm manages approximately $6.36 billion in assets with a team of 64 advisors and employs a strategic asset allocation approach overseen by an investment committee, utilizing ETFs, mutual funds, individual equities, fixed income, private funds, and sub-advisors.

Andrew Pagoulatos is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, Illinois, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for 11 years before joining LaSalle St. in 2024. In addition to his advisory role, he is involved with LaSalle St. Insurance Services, which offers fixed insurance products. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs both passive and active investment strategies across multiple asset classes and is notable for its predominance of non-discretionary asset management and use of solicitor and co-advisor arrangements with third-party managers.

Khai Le is a financial advisor at Capital Analysts with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Valic Financial Advisors and Agia. Outside of his advisory role, he is a silent partner in two boba tea shops operated by his spouse. 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 through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Richard Lloyd III is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been associated with HighPoint Advisor Group and LPL Financial since 2014 and also co-owns R. Lloyd & Company, Ltd, a tax preparation and accounting firm. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs individualized investment policies using fundamental analysis across various asset classes and custodial platforms.

William Alexander is a CFP® with seven years of industry experience, currently serving as a financial advisor at JMG Financial Group, Ltd. He has been with JMG Financial Group since 2014. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory, retirement plan consulting, and tax services. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors, utilizing a strategic asset allocation approach overseen by an investment committee and incorporating a range of investment vehicles and sub-advisors.

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 with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, Illinois, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with LaSalle St. Investment Advisors and its affiliated broker-dealer since 2009. 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, managing a large proportion of assets on a non-discretionary basis and utilizing a diverse mix of mutual funds, ETFs, equities, fixed income, and options.

Jonathan Jamieson is a financial advisor with JMG Financial Group LTD in Downers Grove, IL. He holds a Series 65 designation and has six years of experience with JMG Financial Group, following three years at Spotlight Asset Management and two years at RJ O'Brien & Associates. JMG Financial Group provides wealth management, portfolio management, and financial and retirement consulting to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm follows a planning-based, long-term investment approach with an emphasis on strategic asset allocation and employs a variety of investment vehicles including ETFs, mutual funds, equities, fixed income, and alternative investments when suitable.