Jeffery Harper is a CFP® professional with 36 years of industry experience currently affiliated with LPL Financial in Lisle, IL. He has worked at Good Life Advisors, LLC since 2021 and previously held roles at Level Four Advisory Services, LLC and Opus Wealth Management Group. Outside of his advisory work, he oversees the raising and selling of cattle on a farm he owns. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Robert Greulich is a financial advisor at VestGen Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. He maintains dual registrations with OneDigital and Osaic Wealth, Inc. during a transitional period. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients with services including discretionary and non-discretionary investment management, financial planning, and retirement plan solutions, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Foster Manierre is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with seven years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Morningstar, RBC Capital Markets, Bank of America, and Merrill. 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, with a notable predominance of non-discretionary assets under management.

Marc Horner is a CFP® with 25 years of industry experience currently working at Pure Financial Advisors, LLC. He has previously worked at Fairhaven Wealth Management, LLC and Triad Advisors, Inc. Outside of advising, he is president of HighTide Media LLC, which focuses on financial education and produces licensed video content under the trademark "Million Dollar Cup of Coffee." Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and retirement plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory and tax-aware strategies.

Richard Gotterer is a CFP® professional with 15 years of industry experience, currently serving at Calamos Wealth Management LLC since 2015. He holds a Series 65 license and is based in Naperville, IL. 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 employs a structured investment process overseen by an Investment Committee and often utilizes affiliated Calamos Funds and sub-advisers while maintaining governance controls and disclosure practices.

Thomas Durment is a financial advisor with Ausdal Financial Partners, Inc. in Glenview, Illinois, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Ausdal since 2008 and also operates Durment Financial Planning, which provides investment-related and fixed insurance sales services. Durment serves as a board member and secretary of the Optimist Foundation, where he helps organize golf outings and scholarship programs. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations through a range of advisory programs, retirement services, and financial planning, offering both discretionary and non-discretionary investment strategies across multiple asset classes.

Christopher Patras is a financial advisor at Ausdal Financial Partners, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ausdal since 2011. In addition to his advisory role, he owns an insurance sales business specializing in life, disability, and long-term care insurance, as well as group medical and dental plans for small businesses. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining brokerage, advisory, and insurance services.

Charles Baier is a CFP® and ChFC® with 20 years of experience in the financial services industry. He has worked at Good Life Advisors, LLC since 2021 and previously held roles at Level Four Advisory Services, LPL Financial, and Opus Wealth Management Group. In addition to his advisory work, Baier is a commissioned notary. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to tailor advice, offering discretionary and non-discretionary portfolio management alongside educational seminars and access to various third-party programs and custodial platforms.

Richard Orr is a financial advisor at Ausdal Financial Partners, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously with BCU Wealth Advisors, CUSO Financial Services, and Baxter Credit Union. Outside of his advisory role, he is involved in insurance sales through MVP Financial Services, Inc. and provides accounting and financial services at KMETZ Financial Group. 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, delivering strategies across various account types with access to multiple custodians and a range of investment products.

Patrick Wagner is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 65 and Series 63 credentials and six years of industry experience. His work history includes roles at KT Colors, Devo Inc, VoltDb, Inc, and HPE Vertica. Outside of finance, he owns KT Colors, a custom framing and art supply retail store. Lasalle St. Investment Advisors provides 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 investment programs, utilizing a diverse asset mix and third-party manager oversight.

James Keller is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Highpoint Planning Partners since 2013 and also affiliated with LPL Financial since 2008. 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 a range of advisory services and constructs client portfolios using fundamental analysis across various investment vehicles, utilizing both proprietary and third-party platforms.

Donald Wade is a CFP®-designated financial advisor with 47 years of industry experience. He is currently with Capital Analysts and previously worked at Lincoln Investment for nine years and Legend Equities Corporation for 28 years. Wade is the president of his own S Corporation, Donald E. Wade, CFP, Inc., which he uses for tax and accounting purposes. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management through various programs and custom solutions. The firm’s investment decisions are guided by an in-house team using proprietary screening tools and provide a range of advisory services with varying degrees of discretionary authority.

Scott Uebelhoer is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 credential and has 17 years of industry experience. His prior roles include positions at Securities America Advisors and Invest Financial Corporation. Outside of advising, he is involved in insurance sales, focusing on life and disability insurance. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, and small businesses. The firm offers both non-discretionary and discretionary portfolio management programs and emphasizes a predominance of non-discretionary assets under management.

Christopher Jerin is a financial advisor with Calamos Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Calamos Wealth Management and its affiliated entities since 2010, with a three-year period at Beacon Pointe Advisors, LLC. 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 employs a structured investment process overseen by an Investment Committee and leverages its affiliated ecosystem, including various investment vehicles and trust services.

Kyle Schroeder is a CFP® with six years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2020. Prior to joining Forum, he worked at Prospect Partners and Merrill. 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 acts as a sub-advisor and turnkey asset management platform for independent RIAs, utilizing model asset-allocation portfolios managed primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Michael Lichtfuss is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. He has been with Ausdal Financial Partners since 2012 and previously worked at Safety Service Sys for 17 years. Outside of his advisory role, Lichtfuss assesses national referee candidates and keeps score for high school basketball games. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, overseeing approximately $3.73 billion across more than 16,000 clients. The firm offers a range of advisory and financial planning services, employing tailored investment strategies developed at the advisor level and integrating multiple custodians and third-party managers.

Robert Fitzjarrald is a financial advisor at Latitude Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Latitude Advisors since 2017. He is also a CPA and shareholder at Hocker, Fitzjarrald & Richardson, PC, a tax and accounting firm he has been involved with since 1984. Latitude Advisors serves individual and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Scott Steiner is a CFP®-certified financial advisor with 23 years of industry experience. He has worked at Calamos Wealth Management LLC and Calamos Financial Services LLC since 2018 and previously spent three years with Raymond James & Associates, Inc. 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 includes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a broad range of investment vehicles including individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Sean O’Shea is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Highpoint Planning Partners. He has worked with LPL Financial since 2012 and joined Highpoint Advisor Group, LLC dba McCabe Financial Group in 2025. HighPoint Advisor Group 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 fundamental analysis to construct client portfolios across a range of asset classes.

Alfred Marwede is a financial advisor at Forum Financial Management, LP with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Forum Financial Management since 2012. Outside of his advisory role, he is a member of F.A.M. LLC, which provides management services under a service agreement with Forum Financial Management. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, utilizing model portfolios aligned with Modern Portfolio Theory and a mix of institutional mutual funds, ETFs, and fixed income strategies.