Joseph Spokas is a CFP® and PFS™ credentialed advisor with 38 years of industry experience. He has been with Forum Financial Management, LP since 2002 and is also involved with Pinnacle Wealth Management, LLC and Spokas & Associates CPAs LLC. Outside of his advisory roles, he serves on the board of Lithotype, a custom packaging materials company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, utilizing model portfolios primarily implemented with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Scott Piggush is a financial advisor at HighPoint Planning Partners with 19 years of industry experience. He holds a Series 66 designation and has worked at HighPoint Advisor Group since 2018 and LPL Financial since 2015. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, and retirement plan advisory, constructing client investment policies through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

David Walz is a CFP® and holds a Series 65 license with 28 years of industry experience. He has worked at CGN Advisors, LLC since 2023 and previously spent 19 years at Arcadia Financial Strategies, Inc. Walz serves on the Board of Regents and Finance Committee at Concordia University Chicago. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and offers services such as educational workshops, tax-return preparation, and pension consulting.

Susan Penno is a PFS™ credentialed advisor with Avantax Planning Partners, Inc. in Oak Brook, IL, bringing two years of industry experience. She is also the owner of Sassetti, LLC, a tax and accounting firm where she provides tax compliance and planning services. Additionally, she serves as a successor trustee for her husband's revocable trust. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, with an investment process overseen by an advisory committee.

Daniel Schlesser Jr. is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has one year of industry experience. Prior to joining LaSalle St., he worked at SageSure from 2021 to 2025 and Accenture from 2016 to 2021. Outside of his advisory role, he is involved in bookkeeping and accounting for commercial properties through LaSalle St. Services, LLC. LaSalle St. Investment Advisors provides 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 investment approaches and manages a predominance of non-discretionary assets.

Ronald Shih is a financial advisor with Highpoint Planning Partners and holds the Series 63 and Series 65 designations. He has 40 years of industry experience and has worked at HighPoint Advisor Group since 2014, including roles with LPL Financial and Level Four Advisory Services. Highpoint Planning Partners 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 manages a wrap-fee program, implementing investment strategies that include mutual funds, ETFs, individual securities, REITs, and options.

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 financial advisor with Lasalle St. Investment Advisors, L.L.C., holding a Series 65 designation and eight years of industry experience. He has been an officer at Zoller, Swanson & Co since 2007, where he is involved in tax preparation, and also serves as a financial coach focusing on prioritization of financial goals. 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, employing asset-allocation models and a mix of mutual funds, ETFs, equities, fixed income, and options.

Monica Campbell is a financial advisor at LaSalle St. Investment Advisors, L.L.C. She holds a Series 66 designation and has three years of industry experience. Her prior roles include positions at OSAIC and Securities America, Inc. Monica is based in Elmhurst, Illinois. 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 investment programs, managing a substantial portion 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., holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Ausdal in 2020, he worked at Equitable Advisors and Axa Advisors. In addition to his advisory role, he assists advisors with insurance product sales and client insurance needs. 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 services including advisor-managed and separately managed accounts, financial planning, and brokerage and insurance products, with investment strategies tailored to each client's objectives and risk tolerance.

Melin Gonzalez is a financial professional with eight years of industry experience, currently with Capital Analysts. She holds a Series 66 designation and has previously worked at Lincoln Investment and La Jefa LLC. Gonzalez volunteers with a 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, and institutional clients, offering discretionary and non-discretionary portfolio management through proprietary models and access to third-party managers. The firm maintains a close affiliation with Lincoln Investment and manages approximately $8.8 billion across several hundred advisors.

Lawrence Grill is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes long-term roles at Securities America Advisors and Parke Avenue Service Corporation, and he is also involved in insurance sales as an agent. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, pension plans, and small businesses, offering both non-discretionary and discretionary management programs with a notable emphasis on non-discretionary assets.

Christopher Wyzgowski is a financial advisor at Capital Analysts with 23 years of industry experience. His prior roles include 15 years at VALIC Financial Advisors and recent positions at Agia and Lincoln Investment. He holds Series 63 and Series 66 licenses. Wyzgowski is also involved in insurance sales, including life and long-term care insurance. Capital Analysts serves a diverse client base including individuals, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management with access to third-party managers and ERISA retirement plan advisory services. The firm uses an in-house Investment Management & Research team and proprietary screening processes to guide investment decisions.

Martin Campbell is a financial advisor with Highpoint Planning Partners, holding a Series 66 credential and 18 years of industry experience. He has worked at HighPoint Advisor Group since 2016 and LPL Financial since 2009. Outside of his advisory work, he is the owner of Dirty Chicago Clothing, LLC, a clothing business. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of wrap-fee programs, utilizing a range of securities and third-party platforms to implement client investment policies.

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 credentials and has worked at firms including Commonwealth Financial Network and Grove Point Advisors. Mann is the owner of Mann Financial Group, LLC, a private entity involved in securities, advisory, and insurance business. 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 and is notable for its predominance of non-discretionary assets under management.

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.