Karoline O'Connor is a financial advisor with Gladstone Wealth Partners in Schaumburg, IL, holding Series 63 and Series 65 credentials and nearly three decades of industry experience. Her prior roles include 14 years at UBS Financial Services and five years at LPL Financial. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of investment approaches and is notable for its integration of retirement plan services and institutional manager relationships.

Daniel Lundquist is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. since 2011. He is also involved as an education presenter providing 401(k) plan education services and serves as vice president of his local homeowners association. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and businesses with a broad range of advisory and financial planning services, managing approximately $3.73 billion for over 16,000 clients through a large network of investment advisor representatives. The firm offers customized investment strategies and utilizes multiple custodians and third-party managers to meet client objectives.

Edward Meisenheimer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LaSalle St. Investment Advisors since 2011. Outside of his advisory work, he oversees medical insurance for missionaries through GOMISSIONTRIP.COM and is the founder of 59ANDAHALF.COM, a marketing venture targeting individuals aged 59.5 and advisors. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary managed programs utilizing a mix of asset classes and manager selection strategies.

Michal Martinek is a financial advisor at Forum Financial Management, LP with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Charles Schwab and Terra Investors LLC. 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 independent RIAs, managing portfolios primarily with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Kyle Harper is a financial advisor at Good Life Advisors, LLC in Lisle, IL, holding the ChFC® and Series 66 credentials with 14 years of industry experience. He previously worked at Level Four Advisory Services, LLC, Opus Wealth Management Group, and LPL Financial, LLC. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach with multiple analysis methods and continuous account supervision to tailor advice and offers access to various programmatic solutions and educational seminars.

Paris Karasso is a financial advisor at Calamos Wealth Management LLC with 12 years of industry experience. He has worked at Calamos Wealth Management since 2019 and previously at Calamos Investments LLP from 2014 to 2019. Karasso holds the Series 63 and Series 65 designations. He serves on the Board of Directors for the American University of Greece Foundation, where he provides independent oversight of the foundation’s investments. 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 combines asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a variety of investment vehicles including individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Joshua Robinson is a financial advisor with Forum Financial Management, LP and holds the Series 63 and Series 65 designations. He has 23 years of industry experience, including roles at Purshe Kaplan Sterling Investments and PR Wealth Management Group, Inc. Robinson serves as a board member and part owner of Short Hills Country Club, a nonprofit organization. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and emphasizes wholesale relationships by offering turnkey asset management, back-office services, and advisory access to held-away accounts.

David Millington is a financial advisor with Gladstone Wealth Partners in Schaumburg, IL, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including 14 years at UBS Financial Services and five years at LPL Financial. Outside his advisory roles, he is involved with Jigsaw National LLC, a non-investment related business entity. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches ranging from individual securities to tax-managed strategies and alternative investments.

Caedmon Meisenheimer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Investment Advisors since 2022. Outside of his advisory role, he is involved with 310 Wealth Planning, LLC, providing financial planning and marketing services, and Go Mission Trip, LLC, which assists ministries and missionaries with insurance and related services. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, and charitable organizations. The firm provides both non-discretionary and discretionary management programs and is noted for a predominance of non-discretionary assets under management.

Prakash Moktan is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with World Equity Group since 2006. Outside of his advisory role, he owns and services a term life insurance business. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers managed portfolios through wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Jenna O'Connell is a financial advisor at Highpoint Planning Partners with 12 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2016 before joining Highpoint Advisor Group. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and uses a variety of investment platforms to implement client portfolios.

Peter Kalamaras is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and one year of industry experience. He has prior work experience at Howw MFG and Milwaukee County Parks, among other roles. Outside of advising, he is involved as a co-managing member of a self-storage rental business. 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 and brokerage services with customized investment strategies developed at the advisor level.

Michael Corson is a financial advisor at United Advisor Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of advising, he is an independent insurance agent, primarily selling disability insurance. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering discretionary and non-discretionary investment management, financial planning, and family office services. The firm combines proprietary model portfolios, custom trading, and third-party money managers using a variety of analytical and asset-allocation strategies.

Brandon Hurckes is a financial advisor with Ausdal Financial Partners, Inc. and Clarity Group Midwest, LLC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Hurckes/Mccord and Carvey Painting. Hurckes is also involved in insurance sales in addition to his advisory duties. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing 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, implementing strategies across a range of asset classes and account types.

Peter Kearney is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Northwestern Mutual Life and Securities Service Network, Inc. Outside of his advisory role, he refers group health insurance leads to another agent through a non-investment related activity. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominance of non-discretionary assets, and utilizes a range of investment vehicles along with third-party manager oversight.

John Wyngaard is a financial advisor with CL Wealth Management LLC in Madison, WI, holding Series 63 and Series 65 designations and with 29 years of industry experience. He has worked at CL Wealth Management since 2011 and has been with Cabot Lodge Securities LLC since 2013. Outside of advisory work, he is involved in independent insurance sales through his own business, Bridgepoint Investments LLC. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, consulting, and client education, using a combination of fundamental and technical analysis tailored to each client’s objectives and risk tolerance.

Haskel Weiss is a financial advisor at HighPoint Planning Partners with five years of industry experience. He holds the Series 65 credential and has served as president of TWG Benefits, Inc., a non-investment related business, since 1995. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities with discretionary asset management, financial planning, retirement plan advisory, and related services. The firm constructs client investment policies through personal consultations and implements diversified portfolios using fundamental analysis across various asset classes.

Dimitar Tanchev is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at Calamos Wealth Management LLC since 2019 and previously spent three years at Nextcapital. 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 process emphasizes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring using a diversified mix of securities and funds.

Brett Pawelkiewicz is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at LPL Financial, Northwestern Mutual, Redwing Financial, and The Lighthouse Institute. He also provides administrative support to HighPoint Advisor Group, an independent investment advisor firm. 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 uses fundamental analysis to construct diversified client portfolios across various investment vehicles.

Andrew Keppy is a financial advisor at Highpoint Planning Partners with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Level Four Advisory Services and LPL Financial. Highpoint Planning Partners 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 uses a variety of investment strategies and third-party platforms to implement client portfolios.