Mark Lishchynsky Jr. is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with World Equity Group since 2013. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches and offers portfolio management, financial planning, and retirement plan advisory services.

Bruce Vollrath is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. He has worked with LaSalle St. Securities, Inc. since 1996. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a variety of portfolio management services. The firm employs both passive and active investment strategies across multiple asset classes and manages a significant portion of assets on a non-discretionary basis.

Elizabeth Nanovic is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 11 years of industry experience. She holds the Series 66 designation and has been with LaSalle St. Securities since 2014. Outside of her advisory role, she volunteers teaching PRE-CANA classes for couples preparing for marriage through the Archdiocese of Chicago and serves as Vice President of the Saint Peter and Paul Home and School. 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 a range of investment strategies across multiple asset classes using both active and passive approaches, with a notable focus on non-discretionary asset management.

Daniel Mayer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with seven years of industry experience. He holds a Series 66 designation and has worked at LaSalle St. Securities LLC since 2018. Outside of his advisory role, he operates Mayer Media Co., a freelance web and application development and digital marketing business. 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 a range of investment strategies using both passive and active approaches, managing substantially more assets on a non-discretionary basis.

Susan Williams is a Series 65-licensed financial advisor with 15 years of industry experience. She has been with Forum Financial Management, LP since 2010 and previously worked at Williams & Kite, LLC and Faermark & Williams, LLC. Williams also serves as an officer at Forum Administrative Services, Inc., an administrative services firm. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm emphasizes model asset-allocation portfolios based on Modern Portfolio Theory, primarily using institutional mutual funds and ETFs, and offers a turn-key asset-management platform with back-office and sub-advisory services to other RIAs.

Jeffrey Kocis is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 designation and 24 years of industry experience. He has been affiliated with IHT Wealth Management LLC and LPL Financial since 2015. Outside of his advisory work, he serves as Chaplain and Executive Committee Board Member for the American Legion Riders Marne Post 13. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team, combining large-scale advisory operations with additional financial products and services.

Deborah Hinten is a CFP® professional with 39 years of industry experience, currently affiliated with Capital Analysts. She has worked with Lincoln Investment Planning, Inc. since 2011 and maintains a long-term connection with Consolidated Financial Resources, Inc. outside of her advisory role. She is involved in several business activities including managing a skin wellness product line and handling administrative duties in specialized flooring and construction companies. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management through proprietary models and third-party managers. The firm operates with a fiduciary approach and offers varied portfolio services supported by an in-house Investment Management & Research team.

David Fischesser is a financial advisor with Ausdal Financial Partners, Inc. in Wheaton, IL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes positions at OSAIC, American Portfolios Financial Services Inc, and Grove Point Investments, LLC. Beyond advising, he owns Fisch Financial, LLC, which provides tax preparation, bookkeeping, and accounting services, and he serves as board treasurer for the Western DuPage Chamber of Commerce and chairman of the parish council at St. Michael Catholic Church. 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 advisory services and integrates multiple custodians and third-party money managers, operating as both a registered investment adviser and broker-dealer.

Marcus Velasco is a CFP® and CFA® with 18 years of industry experience. He is currently with JMG Financial Group LTD, where he has worked since 2020, and has prior experience at Allstate and Nuveen Investments. Outside of his advisory work, he owns and operates VIA, LLC, a real estate rental business. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management and consulting services. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers tax consulting, separate account management, and access to private and alternative investments.

Thomas Herr is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ausdal Financial Partners since 2009 and also maintains long-term roles with Cunningham Group and Serpe Insurance. Outside of his advisory work, he supervises insurance sales activities at Serpe 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 client base including individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment vehicles and custodial partnerships.

Yesenia Delgado is a financial advisor at Belpointe Asset Management LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Investment Advisers, Cetera Investment Services LLC, and MB Financial Bank. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management and financial planning, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Timothy Sullivan is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has been with Ausdal Financial Partners since 2015. Additionally, he conducts insurance sales through TJ Sullivan Company, Inc., focusing on fixed and equity-indexed annuities, life, disability, and long-term care insurance. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities with over $3.7 billion in assets under management across more than 16,000 clients. The firm offers a range of advisory services tailored to client objectives, integrates third-party managers, and operates as both a registered investment adviser and broker-dealer.

Phillip Smolinski is a financial advisor at Pure Financial Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Brokerage Services and Fairhaven Wealth Management, LLC. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, including 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 combines enterprise-scale infrastructure with specialized operational features such as tax-aware strategies and advisor involvement in adult-education teaching.

Rocco Santorsola is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ausdal Financial Partners since 2009 and has owned and operated Rocco Santorsola Ltd., an accounting and tax preparation business, since 1993. In addition to advisory services, he is involved in health and life insurance and fixed annuity sales. 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 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 relationships.

David Mcclellan is a financial advisor at Forum Financial Management, LP with 11 years of industry experience. He holds a Series 65 designation and has been with Forum Financial Management since 2015. Outside of his advisory role, he is involved with F.A.M. LLC as a member, providing management services related to the firm. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm emphasizes model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and back-office support for independent advisors and RIAs.

Adam Boyer is a financial advisor at JMG Financial Group Ltd. with 15 years of industry experience. He holds a Series 66 designation and has previously worked at the London Stock Exchange Group, Northern Trust Securities, The Northern Trust Company, and Charles Schwab. 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 preparation services. The firm manages approximately $6.36 billion in assets and employs a strategic asset allocation approach overseen by an investment committee, utilizing a mix of ETFs, mutual funds, individual equities, fixed income, private funds, and sub-advisors.

Daniel Zolet is a CFA® charterholder with eight years at Riverfront Investment Group, LLC and four years of overall industry experience. Prior to joining Riverfront in 2018, he worked at IBM and spent time with Extended Travel. Riverfront Investment Group provides discretionary portfolio management and model-based investment solutions primarily to individual investors, as well as trusts, pension, and institutional clients. The firm operates a multi-advisor platform and employs a “Price Matters” investment approach that combines strategic and tactical asset allocation with security selection and risk management.

Natasha Titova is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at J.P. Morgan Securities and LPL Financial. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including high-net-worth 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 securities and program solutions.

Steven Podgorski is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Lincoln Investment since 2016 and operates Aspire Financial Group, providing life and health insurance services for legacy accounts. Podgorski also manages a family LLC established for additional liability protection. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment team, with access to model portfolios, third-party managers, and ERISA advisory services.

Carlos Coutinho Maia is a financial advisor at Navy Federal Investment Services, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including JP Morgan Securities, Equitable Advisors, Prudential Insurance Company of America, and Edward Jones. Outside of finance, he was involved in operating Carambola Gelato and Coffee Shop LLC for two years. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party advisers on platforms such as Envestnet, providing account monitoring, rebalancing, and optional tax and impact overlay services.