Cody Maxwell is a CFP® with six years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. His prior roles include positions at Northwestern Mutual Investment Services LLC, Charles Schwab, and Kevin Spahn. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a variety of proprietary models and third-party managers, managing most client assets on a discretionary basis.

Matthew Frederick is a financial advisor with Pure Financial Advisors, LLC in Wheaton, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Pacific Life Insurance Company, UBS Financial Services, and Merrill. He also holds life and health insurance licenses. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Patrick Donohue is a financial advisor at Ausdal Financial Partners, Inc. with three years of industry experience. He holds the Series 65 designation and has worked in various roles including as an agent providing life and health insurance services. Donohue’s background includes experience with BCH Wealth Management, LLC, and involvement in non-investment business activities such as managing insurance needs for individuals and small businesses. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers tailored investment strategies through advisor-managed and separately managed accounts, leveraging multiple custodians and third-party managers in both discretionary and non-discretionary formats.

Gregory Whitehead is a financial advisor at Calamos Wealth Management LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Outside of his advisory role, he is a partner in ADK Escapes, LLC, a vacation rental development, and co-owner of a rental property in Chester, NJ. 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 includes customized asset allocation, portfolio construction, and ongoing monitoring, often utilizing affiliated investment vehicles and maintaining governance controls to manage conflicts of interest.

Alejandro Pastrana is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior roles include positions at Northwestern Mutual and Serene Financial Group. Pastrana is the sole proprietor of Serene Financial Group, LLC, where he provides life, health, long-term care, and disability insurance. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a range of investment solutions, including third-party managers and various managed account structures, available on both discretionary and non-discretionary bases.

Lawrence Skibo is a financial advisor at KCD Financial, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Moloney Securities Co., Inc. and Fisher Investments. Outside of finance, he owns a piano tuning business and is involved in photography and real estate activities. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, corporate pension plans, and charitable organizations, offering asset management, financial planning, and access to third-party management programs.

Christopher Scott is a financial advisor at The Mather Group, LLC with nine years of prior experience at Northern Trust and two years at Edward Jones. He holds a Series 66 designation and has been in the industry for one year. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools while maintaining human oversight.

Terrance Gaertner is a CFP® professional with 41 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2009. He holds a Series 63 license and is based in Park Ridge, IL. Outside of his advisory role, he is involved in term life insurance sales with various carriers on a commission 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 individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial platforms.

Paul Wong is a CFP®-certified financial advisor with 30 years of industry experience, currently practicing at LaSalle St. Investment Advisors, L.L.C. He has worked at La Salle St. Securities, Inc. for nearly three decades. Outside of his advisory role, Wong serves as Treasurer and Committee Member of the Mission Related Investment Committee at Grace Church. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base including individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, emphasizing a predominantly non-discretionary asset mix.

Kyle Buffo is a CFP® credentialed financial advisor with 11 years of industry experience. He is currently with Mission Wealth Management, LP and previously held roles at LPL Financial LLC, Cadaret Grant & Co., Inc., and several other firms. Outside of his financial advisory career, he is also a self-employed musician. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients with wealth management, financial planning, and investment management services. The firm employs a comprehensive approach that integrates investment strategies with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal and third-party management to tailor solutions to client needs.

John Berger is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with LaSalle St. Investment Advisors since 2000 and affiliated with La Salle St. Securities since 1991. 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 management programs, emphasizing a predominance of non-discretionary assets under management.

Maxwell Cinnamon is a financial advisor with HighPoint Planning Partners, holding a Series 66 designation and two years of industry experience. He previously worked at the University of Kansas Athletic Department and State Bank of Herscher. Mr. Cinnamon is also a licensed insurance agent and splits his time between advisory and registered representative roles. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, offering discretionary asset management, financial planning, and retirement plan advisory. The firm constructs investment policies through personal consultations and implements portfolios using fundamental analysis across various asset classes and platforms.

David Frohlichstein is a CFP® professional with 39 years of experience in the financial industry. He has been with Ausdal Financial Partners, Inc. since 2009 and also operates Frolicstein Financial, a financial advisory business he has managed since 1999. In addition to his advisory work, he has been a self-employed professional musician for over 50 years. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of investment advisory programs and financial planning services, utilizing both discretionary and non-discretionary strategies across various asset classes and account types.

David Paske is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Saxony Securities since 2003. Outside of his advisory work, he serves as a special education teacher at Lyons Township High School. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates with a multi-team model and employs a range of investment strategies, including technical and fundamental analysis, while also offering third-party advisory services.

Kirk Hackbarth is a financial advisor with JMG Financial Group Ltd in Downers Grove, IL, holding CFP®, PFS™, and Series 63 designations and bringing 17 years of industry experience. His career includes roles at Strategic Wealth Partners, Guidant Wealth Advisors, Liberty Financial Group, Richardson Capital Management, KABAREC Financial Advisors, and K. P. Financial. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations by providing comprehensive wealth management, portfolio management, and financial consulting. The firm follows a planning-based, long-term investment approach focused on strategic asset allocation and employs a variety of investment vehicles along with tax-aware techniques and tactical portfolio management.

Sharon Adams is a financial advisor at B.B. Graham & Company, Inc. with 43 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Crown Capital Securities, Lp and L.M. Kohn & Company. Outside of her advisory role, she owns and operates Fox Valley Financial Planning Inc. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a range of services including asset management, financial planning, retirement plan consulting, and access to third-party portfolio programs.

Christopher Gruchacz is a financial advisor with Calamos Wealth Management LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. Prior to joining Calamos in 2019, he worked at Wells Fargo Bank and Comerica Securities. He serves as Chairman of the Investment Committee and a Board of Trustee member at Barry University. 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 ongoing monitoring, utilizing a range of investment vehicles including individual equities, fixed income, mutual funds, ETFs, and private funds.

Andrew Janusz is a CFA® charterholder with 11 years of experience in financial services. He is currently an advisor at OnePoint BFG Wealth Partners and has held previous roles at firms including JP Morgan, Merrill Lynch, Bank of America, and Northwestern Mutual. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management approaches using third-party managers, proprietary models, and technology integrations to support its investment and operational processes.

Kathleen Gfrorer is a CFP® professional with 45 years of experience in the financial services industry. She is currently with VestGen Advisors, LLC and has held roles at LPL Financial, Securities America, Inc., and Landmark Capital, Inc. Kathleen serves as secretary for the Somonauk Gardens Owners Association, a homeowners association. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationships with centralized portfolio construction and manages approximately $6.66 billion in assets with 61 advisors.

Jeffrey Fisher is a financial advisor at Mission Wealth Management, LP with a Series 65 designation and one year of industry experience. His prior experience includes roles at Goldman Sachs and Mako Metals. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, philanthropy, and risk planning, utilizing both internal and third-party investment resources.