John Calamos Sr. is a financial advisor at Calamos Wealth Management LLC with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Calamos Wealth Management and its affiliated firms since 1987. He serves as a member of the Board of Trustees at the Illinois Institute of Technology and is on the Investment Committee for The FAITH Endowment, an endowment for Orthodoxy and Hellenism. 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 emphasizes asset allocation, quantitative and qualitative evaluation, and utilizes a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Timothy Meisenheimer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 17 years of industry experience. He holds a Series 66 designation and has been with LaSalle St. Investment Advisors since 2011. Outside of his advisory role, he is a member of the board for Gospel Patrons, a nonprofit focused on raising the next generation of Gospel Patrons, and produces educational content including a podcast and retirement planning videos. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary programs, with a notable emphasis on non-discretionary asset management.

Marc Ordona is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Calamos Wealth Management LLC. His prior roles include positions at Morgan Stanley and Draco Capital Holdings, LLC, where he was a managing member of a private company. Ordona also holds managing member roles at private companies AIM Holdings, LLC and Draco Capital Holdings, LLC. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, and other entities. The firm employs an investment process focused on asset allocation, quantitative and qualitative evaluation, and uses a mix of individual securities, mutual funds, ETFs, and private investment funds.

Kevin Dawrant is a CFP® with seven years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior experience includes roles at LPL Financial, EFG Advisors, and ValMark Advisers. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering a combination of discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a range of analytical methods and third-party managers to implement client portfolios.

Kevin Newman is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes roles at Principal Securities INC and Principal Life Insurance in 2019, as well as founding Newman & Associates Ltd., where he also acts as an insurance producer. Outside of his advisory work, Newman has experience as a freelance translator. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a range of advisory services including managed accounts, access to third-party managers, and retirement-plan advisory, tailoring investment strategies at the advisor level to meet clients’ specific objectives and risk tolerance.

Michael Sullivan is a financial advisor at VestGen Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial LLC, Wealth Management Group, L.L.C., and Private Client Services. Outside of advising, he is an investor in Davidson's Bar & Grill, a local restaurant. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients using a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, incorporating third-party managers and affiliate strategies in portfolio implementation.

Chase Lavery is a CFP® professional with four years of industry experience, currently affiliated with Highpoint Planning Partners. He has worked at LPL Financial and Byline Bank prior to his current role. Lavery is involved with TLC Camp, an activity he has maintained since 2014. HighPoint Advisor Group serves a diverse client base including 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, utilizing fundamental analysis and multiple investment platforms to implement client portfolios.

Robyn Schneider is a financial advisor at Prairie Capital Management Group, LLC with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Prairie Capital Management Group since 2021. Her prior experience includes roles at Umb and Prairie Capital Management. Prairie Capital Management Group primarily serves high-net-worth individuals and families, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while generally not directly investing client assets for most multi-manager accounts.

Matthew Lorner is a financial advisor at Calamos Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Advisors Capital Management, Fisher Investments, TIAA-CREF, Morgan Stanley, and E*TRADE Securities. 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 includes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

Douglas Schaffnit is a financial advisor with Highpoint Planning Partners and holds Series 63 and Series 65 licenses. He has 43 years of industry experience and has worked at Highpoint Planning Partners since 2012, with prior roles at LPL Financial and his own firm, Schaffnit and Associates. In addition to financial advising, he is involved in selling group life, disability, and medical insurance, and provides employee benefits and property and casualty insurance services through Schaffnit and Associates. Highpoint Planning Partners serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, constructing client portfolios through fundamental analysis and utilizing multiple investment platforms and strategies.

Thomas Carroll is a CFP® with nine years of industry experience, currently serving as an investment advisor at Highpoint Planning Partners in Downers Grove, IL. His prior work includes roles at LPL Financial, Parkview Asset Management, Bank of America, Merrill, and Edward Jones. Highpoint Planning Partners serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations with discretionary asset management, financial planning, and retirement plan advisory services. The firm uses fundamental analysis to construct investment policies and employs a diversified approach across various asset classes and third-party platforms.

Victoria Vega is a CFP® and Series 66-registered advisor with eight years of industry experience. She is currently with Calamos Wealth Management LLC and Calamos Financial Services LLC, where she has worked since 2023. Her prior experience includes roles at Bank of America, N.A., Merrill, ISN, and Specialized Wealth Advisors. Vega serves as president of the Miami Seminole Club, a charitable alumni organization. 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 employs an investment process emphasizing asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, using a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

Evan Kanarek is a financial advisor at Calamos Wealth Management LLC with 16 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Connectus Wealth, Quasar Distributors, LLC, NorthCoast Asset Management, and M&T Securities, Inc. 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 approach combines asset allocation, quantitative and qualitative analysis, and ongoing monitoring across a range of investment vehicles including equities, fixed income, mutual funds, ETFs, and private funds.

James Bey is a financial advisor with Independent Wealth Network, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 36 years of industry experience. His prior roles include positions at Emerson Equity LLC and Brokers International Financial Services, LLC. Outside of financial advising, Bey volunteers as an official at swim meets for USA Swimming. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, plans, estates, charitable organizations, and corporations. The firm’s advisors oversee approximately $518 million in client assets and employ a range of investment strategies, including discretionary management using third-party models and direct portfolio implementation.

Meghan Nolan is a CFP® professional with eight years of experience at Forum Financial Management, LP in Lombard, IL. She has been with the firm since 2016. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs asset-allocation models based on Modern Portfolio Theory, utilizing institutional mutual funds and ETFs, and supports other RIAs through its turn-key asset-management platform and back-office services.

Thomas Vislisel is a CFP® professional with 28 years of experience in financial advising. He is currently with Highpoint Planning Partners and previously spent 20 years at Vantage Financial Partners Limited. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, implementing client portfolios through fundamental analysis and a range of investment vehicles.

John Hicks is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Robert B. Ausdal & Co., Inc. since 2008. In addition to his advisory role, he serves as a trustee executing trust assets. 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, providing both discretionary and non-discretionary investment strategies across a range of products and account types.

Peter Aldworth is a financial advisor with Highpoint Planning Partners who holds a Series 66 designation and has 12 years of industry experience. He has been with Highpoint since 2015 and also maintains an affiliation with LPL Financial. 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 offers discretionary asset management, financial planning, retirement plan advisory, and sponsor-managed wrap-fee programs, implementing portfolios through fundamental analysis across various asset classes and utilizing multiple platform solutions.

Laura Norek is a financial advisor at Forum Financial Management, LP with two years of industry experience. She holds a Series 65 designation and has worked at Forum Financial Management in various capacities since 2021. Prior to this, she was employed at Leadership Extension Consulting and Career Education Corporation. 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 other independent RIAs, managing model portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

John Susin is a financial advisor with OneSeven in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Red Oak Capital Management, Niagara International Capital Limited, and Great Lakes Atlantic. Outside of his advisory work, he coaches a hockey team in Chicago. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach is primarily long-term with flexibility for shorter-term trading, utilizing diversified portfolios and access to alternatives and private placements.