Breanna Stohr is a CFP® professional with one year of industry experience, currently serving at JMG Financial Group Ltd since 2020. Her prior experience includes a role at Bank of America Merrill Lynch in 2019, along with various positions in education and retail. JMG Financial Group, Ltd. provides discretionary investment management, financial advisory, and consulting services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a strategic asset allocation approach with tactical adjustments and manages approximately $6.36 billion in assets through a team of about 64 advisors.

Michael Chandler is a financial advisor with World Equity Group, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining World Equity Group in 2014, he has been involved with Dogwood Capital Management, LLC since 2010, where he serves as president. Outside of his advisory work, Chandler serves on the board of trustees for Fayetteville Technical Community College and is a board member of the Karen Chandler Trust, which supports cancer patients. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers managed portfolios through wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party managers, with ongoing performance and account reviews.

Caitlyn Karl is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and nine years of industry experience. She has worked at LaSalle St. Investment Advisors and LaSalle St. Securities since 2021 and previously spent five years with Merrill and one year at Forero-Pearson. 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, with a notable emphasis on non-discretionary assets compared to other large advisers.

Luke Adam is a CFP® with six years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2019. Prior to joining Forum, he worked at Jones Lange Lasalle and Orbitz Worldwide. 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 other independent RIAs, offering model portfolios and back-office services primarily using a Modern Portfolio Theory approach.

Ryan Peca is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Global View Capital Management since 2022. In addition to his advisory role, he is a senior customer success manager at OneStream Software, providing financial software services for the office of the CFO. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses quantitative and technical methods supported by its proprietary research platform to manage portfolios according to risk profiles and investment objectives.

James Coshun is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. He has been with LaSalle St. Securities, LLC since 2001. Outside of his advisory role, he is involved in fixed annuities, life insurance, and long-term care insurance businesses. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm uses a range of investment strategies, including both active and passive approaches, and manages a majority of assets on a non-discretionary basis.

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 with LPL Financial in Bourbonnais, Illinois, holding a Series 66 designation and 19 years of industry experience. He has worked with LPL Financial since 2015 and currently provides investment advisory services through HighPoint Advisor Group, an independent registered investment advisor. LPL Financial serves a broad range of clients including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by in-house research and a large network of investment adviser representatives, delivering customized investment solutions through model portfolios, third-party managers, and discretionary arrangements.

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 with LaSalle St. Investment Advisors, L.L.C. He holds the Series 66 designation and has one year of industry experience. Prior to joining LaSalle St., he worked at SageSure and Accenture. Outside of advising, he provides bookkeeping and accounting services for commercial properties through LaSalle St. Services, LLC. LaSalle St. Investment Advisors offers personalized financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary management programs, with a notable emphasis on non-discretionary assets under management.

Ronald Shih is a financial advisor at HighPoint Planning Partners with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and Level Four Advisory Services. His outside business activities include ownership interests in several insurance agencies and financial solution firms based in Rosemont, Illinois. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach with a broad range of investment options and custodied program solutions.

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 Series 65-registered advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, with eight years of industry experience. He has worked at Zoller, Swanson & Co since 2007. Outside of advising, he is an officer of two non-investment related companies focused on tax preparation and financial coaching. 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 variety of asset classes and manages a larger amount 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. in Schaumburg, IL, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Ausdal in 2020, he worked at Equitable Advisors and Axa Advisors, LLC, and was affiliated with BCH Wealth Management and the University of Mississippi. He also assists advisors with insurance product sales as an insurance agent. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of about 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across various asset classes, combining in-house and third-party management with brokerage and insurance services.

Melin Gonzalez is a financial advisor with Capital Analysts, holding a Series 66 designation and eight years of industry experience. Her prior work includes positions at Lincoln Investment and La Jefa LLC. She volunteers at a local 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, trusts, and corporate clients. The firm employs discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary screening processes, with a model emphasizing advisor-provided consultation tailored to client needs.

Lawrence Grill is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities America Advisors since 2014, as well as with Parke Avenue Service Corporation and First Federal Savings Bank since 1989. Outside of advisory work, he is also active as an insurance sales agent. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs both active and passive investment strategies across various asset classes, managing predominantly non-discretionary assets and offering access to third-party managers and wrap-fee platforms.

Christopher Wyzgowski is a financial advisor at Capital Analysts with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at VALIC Financial Advisors, Agia, and Lincoln Investment. Wyzgowski is involved in insurance sales, including life and long-term care insurance, as an agent with WealthGuide Advisors LLC and THG Financial, and he is the founder of NFMB, LLC, a company used for tax and accounting purposes. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and offers various advisory services tailored to client needs.