Paris Karasso is a financial advisor with Calamos Wealth Management LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Calamos Wealth Management since 2019 and previously at Calamos Investments LLP from 2014 to 2019. Karasso serves on the Board of Directors for the American University of Greece Foundation, providing oversight of the Foundation’s investments. Calamos Wealth Management LLC offers discretionary wealth management and institutional advisory services primarily to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment process includes customized asset allocation and ongoing portfolio monitoring, leveraging an affiliated ecosystem that includes multiple investment vehicles and trust services.

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.

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 Go Mission Trip, LLC, which assists ministries and missionaries with trip and temporary health insurance. 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 various asset classes and manages a majority of assets on a non-discretionary basis.

Prakash Moktan is a financial advisor with WORLD EQUITY GROUP, Inc. in Schaumburg, Illinois, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with WORLD EQUITY GROUP since 2006. Outside of his advisory role, he is also involved in the solicitation, sale, and service of term life insurance as an owner and agent. WORLD EQUITY GROUP, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers managed portfolios through wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers, utilizing risk-tolerance questionnaires to guide asset allocation.

Jenna O'Connell is a financial advisor with HighPoint Planning Partners, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2016 and joined HighPoint Advisor Group in 2024. 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 provides discretionary asset management, financial planning, retirement plan advisory, and a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.

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 with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LaSalle St. Investment Advisors and LaSalle St. Securities since 2020, previously spending 14 years with Securities Service Network, Inc. and over three decades with Northwestern Mutual Life. Outside of his advisory role, he refers group health insurance leads to an independent agent. 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 range of asset classes and is notable for managing a substantial portion of assets on a non-discretionary basis and utilizing fee-sharing and co-advisor arrangements with third-party managers.

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 four years of industry experience. He holds a Series 65 designation and has been with HighPoint Advisor Group since 2021. Outside of his advisory role, he serves as President of TWG Benefits, Inc., a non-investment related business he has been involved with since 1995. 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 billion in client assets and employs a range of investment strategies and custodial platforms to construct individualized portfolios.

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 at HighPoint Planning Partners with 11 years of industry experience. He holds the Series 66 designation and has worked previously at firms including 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 offers discretionary asset management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Andrew Keppy is a financial advisor with HighPoint Planning Partners, holding a Series 66 designation and 24 years of industry experience. He has worked at HighPoint Advisor Group since 2021, previously at Level Four Advisory Services for eight years, and has been affiliated with LPL Financial for 14 years. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Timothy Stringer is a CFP® professional with six years of industry experience. He currently works at JMG Financial Group, Ltd., where he has been since 2019. Prior to that, he was with Zuckerman Investment Group and Wells Fargo & Co. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax preparation services. The firm manages approximately $6.36 billion in assets and employs a strategic asset allocation approach overseen by an investment committee, utilizing a range of investment vehicles and sub-advisors.

Brett Suchy is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Sagepoint Financial, Wells Fargo Clearing Services, and Clune & Associates. In addition to his advisory work, he serves as president of the Franklin Avenue East Homeowners Association, managing governance and vendor payments. 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 provides a range of advisory and brokerage services with investment strategies tailored to client-specific objectives and risk profiles, utilizing multiple custodians and integrating third-party managers.

Vincent Pack is a CFP® professional at Waverly Advisors, LLC with eight years of industry experience. He has previously worked at Christopher Financial Group, LLC, Wolfpack Capital, LLC, and New York Life-related entities. Outside of his advisory role, he operates insurance brokerage businesses under the names Wolfpack Capital and Christopher Financial Group, focusing on non-registered insurance products. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management.

William Mosler Jr. is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2011. Outside of his advisory role, Mosler is the managing partner of Mosler Wealth Management, a tax and accounting entity established for S corp tax filing purposes. Capital Analysts serves a diverse clientele, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through a combination of proprietary model portfolios, third-party managers, and ERISA retirement plan advisory services.

James Steinbrenner is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with LaSalle St. Securities LLC since 2019 and has operated Steinbrenner Financial Group since 2014. Outside of investment advising, he serves as a director of Heartland Organization Ltd., assisting with seminars and referring individuals to attorneys for estate planning. 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 a range of investment strategies across multiple asset classes, managing both discretionary and non-discretionary accounts, with a notable emphasis on non-discretionary asset management.

Nedal Halawa is a ChFC® credentialed financial advisor with 27 years of industry experience, currently affiliated with Forum Financial Management, LP in Lombard, IL. He has served at Pinnacle Wealth Management, LLC and Forum Financial Management since 2018, and owns Healthcare Services of Illinois, a health insurance business. 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, primarily employing institutional mutual funds and ETFs, and supports other RIAs through its turn-key asset-management platform and back-office services.