Trent Fifield is a CFP® with 22 years of industry experience, currently with NorthCoast Asset Management LLC. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, and Charles Schwab. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional, and intermediary clients. The firm uses a quantitatively driven, systematic process for investment decisions and offers a broad range of strategies including strategic asset allocation, equity and fixed income, options/defined-outcome overlays, and alternative interval funds.

Sarah Jane Hoffmann is a financial advisor at Calamos Wealth Management LLC with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Citigroup and J.P. Morgan Securities. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth clients, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment approach combines asset allocation, quantitative and qualitative evaluation, and ongoing monitoring across a variety of investment vehicles, including individual securities, mutual funds, and private funds.

Tony Oommen is a CFP® professional with 15 years of industry experience, currently serving at Calamos Wealth Management LLC. His prior roles include positions at Fidelity Investments, Fidelity Charitable, Fifth Third Securities, and other firms. He serves on the boards of the Chicago Estate Planning Council and the DuPage County Estate Planning Council, and volunteers with Greenhouse Scholars. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment approach includes asset allocation, quantitative and qualitative evaluation, and the use of individual securities, mutual funds, ETFs, and private investment funds, with a focus on affiliated fund management and specific conflict-mitigation policies.

Jonathan De Moss is a CFP®, CFA®, and Series 66-licensed advisor with 11 years of industry experience. He is currently with Mission Wealth Management, LP and has previously worked at Advance Capital Management, Inc., Foreside Fund Services, LLC, Innovator Capital Management, LLC, Invesco Advisers, Inc., and Edward Jones. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients including pension plans, endowments, and charitable organizations. The firm offers integrated wealth management, financial planning, and investment management services, using a total picture approach that incorporates tax, trust, philanthropy, and risk planning tailored to client needs.

Barbara Moser is a CFP® with 28 years of industry experience. She works at Focus Financial and previously was involved with Moser & Heier Financial Solutions and Moser & Heier CPAs, Inc., where she provides tax services and financial planning. Outside of her advisory roles, she serves as a trustee for a living trust with her husband. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, and corporate entities, offering personalized investment advisory services that range from portfolio management to estate planning coordination.

Andrew Sezonov is a financial advisor at HighPoint Planning Partners with two years of industry experience. He holds a Series 65 designation and has worked at LPL Financial and HighPoint Advisor Group, LLC. Prior to his advisory roles, he was employed at Wheaton Academy. 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 consulting services, utilizing a personalized investment process that incorporates fundamental analysis and diverse asset allocations.

Scott Poulin is a financial advisor with Calamos Wealth Management LLC, holding a Series 65 designation and 16 years of industry experience. He has been with Calamos Wealth Management since 2015. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment process emphasizes asset allocation, quantitative and qualitative evaluation, vehicle selection, and ongoing monitoring, using a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

David Nelson is a financial advisor at Ausdal Financial Partners, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including The O.N. Equity Sales Company and Ohio National Financial Services. In addition to his advisory role, he volunteers with American Medicare Disability Advocates, a nonprofit organization assisting people with disabilities in navigating Medicare. Ausdal Financial Partners manages assets for individuals, trusts, estates, retirement plans, and businesses, offering a range of investment advisory and financial planning services tailored to client objectives and risk tolerance. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, providing access to multiple custodians and integrated third-party money managers.

Davis Baker is a financial advisor at HighPoint Planning Partners with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial LLC, Cambridge Investment Research, and The Ameriflex Group. Outside of advising, he is also an independent insurance agent. 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 sponsors a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.

Tony Kozaili is a financial advisor at JMG Financial Group Ltd with seven years of industry experience. He holds a Series 65 designation and previously worked at KPMG LLP for seven years before joining JMG Financial Group. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management, tax consulting, and private investment fund advisory services. The firm follows a planning-based, long-term investment approach emphasizing strategic asset allocation and employs a variety of investment vehicles, including ETFs, mutual funds, equities, fixed income, and alternative investments.

Paul Knier is a financial advisor with CL Wealth Management LLC in Big Lake, MN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with CL Wealth Management since 2011 and also works with Cabot Lodge Securities. Outside of his advisory roles, Knier serves as the mayor of Big Lake, MN. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis with a focus on both discretionary and non-discretionary management.

Ashley Duran is a financial advisor at Midwestern Securities Trading Company, LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at Citizens JMP Securities, LLC, Matrix Capital Markets Group, Inc., MCMG Capital Advisors, Inc., and FIS Brokerage & Securities Services LLC. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, model and wrap programs, and fiduciary services, combining discretionary internal portfolios with third-party management and advisory representatives’ recommendations.

Christopher Dallas is a financial advisor at World Equity Group, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with World Equity Group since 2011. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Evans is a financial advisor at VestGen Advisors, LLC with 16 years of industry experience. He holds the CFP® designation and the Series 66 license. His prior experience includes roles at Raymond James Financial Services and Fountain Wealth Management. VestGen Advisors serves a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationships with centralized portfolio management and utilizes third-party managers and proprietary funds as part of its investment approach.

Gregory Vlassov is a CFP® professional with nine years of experience at JMG Financial Group Ltd. He began his career at Dominican University before joining JMG Financial Group in 2017. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with services that include wealth management, portfolio management, and financial consulting. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and utilizes a range of investment vehicles, including ETFs, mutual funds, equities, fixed income, and private investments.

Frank Griseta is a financial advisor with Focus Financial Network in Elk Grove Village, IL, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Ameriprise prior to joining Focus Financial Network and OSAIC in 2010. Outside of financial advising, he co-owns a medical billing services business with his wife and operates a photography sole proprietorship. Focus Financial Network serves a diverse clientele, including individual investors, retirement plans, trusts, estates, and corporate entities. The firm offers personalized investment advice and comprehensive planning services, emphasizing coordination with other professionals for estate and tax planning needs.

Michael Fujii is a financial advisor with Advisory Services Network in South Barrington, IL, holding Series 63, Series 65, and Series 66 licenses and bringing 18 years of industry experience. He has worked at Advisory Services Network since 2022 and concurrently operates Fujii Partners Capital, LLC, which he founded in 2007. Advisory Services Network is an enterprise firm that serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.

Gerran Batterberry is a CFP® professional with 21 years of industry experience, currently affiliated with HighPoint Planning Partners. He has held roles at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and TD Ameritrade. Outside of his advisory work, he has experience in flight training. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary asset management and financial planning, utilizing fundamental analysis and multiple investment platforms to implement customized portfolios.

Randolph Rodriguez is a financial advisor with CL Wealth Management LLC in Schaumburg, IL, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. His career includes roles at Cabot Lodge Securities LLC, B.B. Graham & Company, Inc., American Asset Advisory LLC, and Morgan Stanley & Co. LLC. He also operates d/b/a Saber Wealth Management, providing financial advising and wealth management services. CL Wealth Management LLC offers portfolio advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and businesses. The firm employs both discretionary and non-discretionary management strategies, utilizing fundamental and technical analysis, model portfolios, and various investment vehicles to tailor client strategies.

Donald Cohen is a Series 66-credentialed financial advisor with 25 years of industry experience, currently with World Equity Group, Inc., where he has worked since 2011. He has also operated his own CPA practice since 1982. Outside of his advisory role, Cohen serves as president of a condominium association in Hollywood, FL, and is a board member of the Boca Rio Golf Club. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a variety of clients, including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers managed portfolios through wrap-fee programs and utilizes discretionary third-party managers, emphasizing asset allocation grounded in clients’ risk tolerance.