Kurtis Hagemann is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Advisors' Pride, LPL Financial, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. He is based in Batavia, IL. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, typically allocating assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers, using both fundamental and technical analysis.

Bret Mooney is a financial advisor at VestGen Advisors, LLC with seven years of industry experience. He holds the ChFC® designation and Series 66 license. His career includes roles at Triad Hybrid Solutions, Triad Advisors, LPL Financial LLC, and Sequoia Wealth Management. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and offers wrap-fee programs, discretionary and non-discretionary management, and the use of third-party managers.

Thomas Rendl Jr. is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with World Equity Group since 2001. In addition to his advisory role, he is also a licensed life insurance agent providing life insurance quotes and policies for clients. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and access to third-party money managers using a risk-tolerance questionnaire to guide asset allocation.

Jeffry Cook is a financial advisor at MissionSquare Retirement with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including ICMA Retirement Corporation, Fifth Third Securities, BMO Harris Financial Advisors, and Harrisdirect LLC. He has been with ICMA Retirement Corporation since 2007. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management and delivered through multiple channels within MissionSquare-administered accounts.

William Hurckes is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes founding Hurckes Financial Strategies and roles at Clarity Group Midwest, LLC. Outside of advising, he works as an independent insurance agent, selling term life, fixed universal life, fixed whole life, disability income, and fixed annuities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, utilizing both discretionary and non-discretionary strategies across a wide range of asset classes.

Charles Weidenbach is a financial advisor at Calamos Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at EY and US Bank. 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, with an investment approach that incorporates asset allocation, quantitative and qualitative evaluation, and a mix of individual securities and funds.

Ann Greenberg is a CFP® professional with 14 years of experience in the financial services industry. She is currently with HighPoint Planning Partners and has previously worked at Moneco Advisors, LLC and LPL Financial. 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 acts as sponsor and manager of a wrap-fee program, employing a range of investment vehicles and third-party platforms to implement client portfolios.

Michael Remedi is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ausdal Financial Partners since 2008. Outside of his advisory role, he is also involved in the sale of fixed and health insurance products on a part-time basis. 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 a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of discretionary and non-discretionary strategies with multiple portfolio options.

Tyler Kocour is a CFP® professional with four years of experience at JMG Financial Group Ltd. He has prior work experience at WEA Member Benefits, Hays Company, and the University of Wisconsin. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with a long-term, planning-based investment approach that includes comprehensive wealth management, portfolio management, and financial consulting services. The firm emphasizes strategic asset allocation and uses a variety of investment vehicles, including ETFs, mutual funds, individual equities, fixed income, and private investments.

David Robbins is a financial advisor with Archer Investment Corporation in South Barrington, IL, holding a Series 66 designation and 12 years of industry experience. He has been with Archer since 2015 and is also an owner of Nieminski Robbins & Associates CPAs, where he has worked since 2005, providing tax, accounting, and wealth management services. Additionally, he is involved with Barrington Advisors Group LLC, a marketing venture connected to Nieminski Robbins & Associates. Archer Investment Corporation offers investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages roughly $1.01 billion in discretionary assets with a range of advisory services from comprehensive financial planning to limited-scope model portfolios.

Ryan Linenger is a CFP® professional with 16 years of experience in financial advisory services. He has been with Plante Moran Financial Advisors since 2016 and previously operated Linenger Wealth Management. Linenger serves as a board member of Wheaton Christian Grammar School, volunteering time to assist with school governance. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, institutions, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis alongside proprietary market valuation tools, offering both discretionary and non-discretionary portfolio management.

Joel Clousing is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Highpoint Advisor Group, LLC and LPL Financial since 2013. Outside of his advisory role, he prepares personal taxes as a CPA and serves as a basketball referee. 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 sponsors wrap-fee programs, utilizing personal consultations to build client investment policies and diversified portfolios across multiple asset classes.

Sanjay Asija is a financial advisor at Archer Investment Corporation with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer since 2017. In addition to his advisory role, he is a certified public accountant managing tax preparation and payroll services through his CPA firms. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million on a primarily discretionary basis. The firm offers customized portfolio management and model-based strategies, emphasizing diversified allocations across various asset classes and regular account reviews.

John Lancaster III is a financial advisor with Ausdal Financial Partners, Inc., holding CFP® and ChFC® designations and over 40 years of industry experience. He has been with Ausdal Financial Partners since 2009 and also serves as president of The Lancaster Company, Inc., a firm specializing in insurance brokerage. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for more than 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, and retirement-plan advisory, tailoring investment strategies to client objectives and utilizing multiple custodians and third-party money managers.

Tina Meckaroski is a financial advisor with Highpoint Planning Partners who holds a Series 66 designation and has 16 years of industry experience. Her prior work includes roles at Nuveen Investments, Merrill, Morgan Stanley, PIMCO Investments, and LPL Financial. She provides financial planning and consulting services through HighPoint Advisor Group, an independent registered investment advisor. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and operates a wrap-fee program, implementing portfolios using fundamental analysis across various securities and leveraging multiple platform solutions.

William German is a CFP® professional with 16 years of industry experience, currently serving at JMG Financial Group Ltd since 2012. He holds Series 63 registration and is involved in managing farming-related business ventures as treasurer of 4G Holdings, LLC and secretary of SRD, Inc., where he assists with financial record maintenance and evaluations of farmland operations. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers a variety of investment options including ETFs, mutual funds, equities, fixed income, and private investments.

Christopher Jahntz is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Mid America Financial Inc since 1989 and Harvest Investment Services, LLC from 2012 to 2018. Outside of financial services, Jahntz is involved in music production and performance as a recording artist and producer. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, utilizing a combination of third-party money managers and individual securities to implement discretionary portfolio strategies.

Robert Batutis II is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds a Series 66 designation and has been with Ausdal since 2017. In addition to his advisory role, he owns and operates MBC Insurance Group, where he sells individual health, life, and senior market insurance products. 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 a diverse client base, including high-net-worth individuals, trusts, corporations, pension plans, and charitable organizations.

Daniel Mccabe is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Highpoint Advisor Group, LLC (DBA McCabe Financial Group) and LPL Financial since 2013. HighPoint Advisor Group serves a diverse client base including individuals, high-net-worth clients, 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 a wrap-fee program, utilizing a variety of investment strategies and third-party platforms.

Carla Reilly is a financial advisor at Highpoint Planning Partners with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Level Four Advisory Services, U.S. Bancorp Investments, Citizens Securities, Chase Investment Services, and Banc One Securities. Carla provides investment advisory services through HighPoint Advisor Group, an independent registered investment advisor. 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, implementing client portfolios using fundamental analysis and a range of investment vehicles.