Andrew Mccausland is a CFP® and ChFC® with 37 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2012 and also serves as President and Financial Advisor of The McCausland Group, where he provides financial planning, analysis, and advice. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. 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 platforms.

Gregory Smith is a financial advisor at IPI Wealth Management, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and Invest Financial Corp. He is also an independent insurance agent in Naperville, IL. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm offers proprietary, risk-based model portfolios managed on a discretionary basis and emphasizes strategic asset allocation combined with active manager oversight.

Douglas Swanson is a Series 65-registered advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, with eight years of industry experience. He has worked at Zoller, Swanson & Co since 2007. Outside of advising, he is an officer of two non-investment related companies focused on tax preparation and financial coaching. 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 a variety of asset classes and manages a larger amount of assets on a non-discretionary basis.

Ursula Daley is a financial advisor at VestGen Advisors, LLC with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Commonwealth Financial Network and LPL Financial. Outside of advisory work, she is a partner in a real estate investment LLC. VestGen Advisors, LLC is a multi-team registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm employs a range of analytical methods and may utilize third-party managers or affiliate strategies to implement client portfolios.

William Goldsberry II is a financial advisor with Ausdal Financial Partners, Inc. in Schaumburg, IL, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Ausdal in 2020, he worked at Equitable Advisors and Axa Advisors, LLC, and was affiliated with BCH Wealth Management and the University of Mississippi. He also assists advisors with insurance product sales as an insurance agent. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of about 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across various asset classes, combining in-house and third-party management with brokerage and insurance services.

Melin Gonzalez is a financial advisor with Capital Analysts, holding a Series 66 designation and eight years of industry experience. Her prior work includes positions at Lincoln Investment and La Jefa LLC. She volunteers at a local fitness center owned by her husband, assisting with marketing and digital media. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary screening processes, with a model emphasizing advisor-provided consultation tailored to client needs.

Lawrence Grill is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities America Advisors since 2014, as well as with Parke Avenue Service Corporation and First Federal Savings Bank since 1989. Outside of advisory work, he is also active as an insurance sales agent. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs both active and passive investment strategies across various asset classes, managing predominantly non-discretionary assets and offering access to third-party managers and wrap-fee platforms.

Christopher Wyzgowski is a financial advisor at Capital Analysts with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at VALIC Financial Advisors, Agia, and Lincoln Investment. Wyzgowski is involved in insurance sales, including life and long-term care insurance, as an agent with WealthGuide Advisors LLC and THG Financial, and he is the founder of NFMB, LLC, a company used for tax and accounting purposes. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and offers various advisory services tailored to client needs.

Martin Campbell is a financial advisor with HighPoint Planning Partners and holds a Series 66 designation. He has 17 years of industry experience and has worked with LPL Financial since 2009 and HighPoint Advisor Group since 2016. Outside of his advisory role, he is the owner of Dirty Chicago Clothing, LLC. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various securities and program solutions.

Marc Poulos is a financial advisor at Calamos Wealth Management LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Great Valley Advisor Group, LPL Financial, and Brookstone Capital Management. 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 sourcing ideas, quantitative and qualitative evaluation, and portfolio construction, often utilizing affiliated Calamos Funds and investment vehicles.

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.

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 licenses and has previously worked at firms including Commonwealth Financial Network, Grove Point Advisors, and LPL Financial. Mann is the owner of Mann Financial Group, LLC, a private entity facilitating securities, advisory, and insurance business. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a range of portfolio management services. The firm employs both passive and active investment strategies across multiple asset classes and manages a substantial portion of assets on a non-discretionary basis.

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.

Linda Diebold is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc. in Bloomingdale, IL, where she has worked for 27 years. Her industry experience spans 34 years, including roles at Honkamp Krueger Financial Services and her own firm, Diebold & Associates. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, charitable organizations, and businesses. The firm utilizes style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies, working primarily through a network of CPA firms and registered Advisor Representatives.

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.

Jeffrey Spokas is a financial advisor with Forum Financial Management, LP and holds a Series 65 designation. He has two years of industry experience and has been with Forum Financial Management since 2023. In addition to his advisory role, he operates Spokas & Associates CPAs LLC, providing tax and accounting services. Forum Financial Management, LP offers 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 independent RIAs, utilizing a Modern Portfolio Theory approach with institutional mutual funds and ETFs.

Ryan Sherman is a CFP® professional with two years of industry experience, currently advising at JMG Financial Group, LTD. His prior work includes roles at Ronin Capital LLC, Marquette Partners LP, and Lupo Securities, LLC. Sherman has been with JMG Financial Group in various capacities since 2021. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory, retirement plan consulting, and tax services. The firm employs a committee-driven investment approach focused on strategic asset allocation and manages approximately $6.36 billion in assets with a team of about 64 advisors.

Kelly Hene is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. since 2012. She is based in Elmhurst, IL, and holds Series 63 and Series 65 licenses. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary investment management approaches.