Richard Kitick is a CFP® professional with 22 years of industry experience. He has been with Highpoint Planning Partners, doing business as OnPath Financial, since 2013 and has also been associated with LPL Financial since 2007. Outside of his advisory work, he is involved in amateur hockey as an assistant coach and a referee in the Chicagoland area. HighPoint Advisor Group serves a broad client base including individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, implementing portfolios through fundamental analysis and a variety of investment vehicles across multiple platforms.

Dennis Ryan Jr. is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Midway Wealth Partners, LLC and World Equity Group, Inc. He is also an author, having published a book in 2022 available on Amazon. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services with access to alternative investments and retirement plan advisory.

Todd Rollins is a CFP® with 18 years of industry experience, currently affiliated with World Equity Group, Inc. in Schaumburg, IL. He has previously worked at Summit Financial, LLC and Midway Wealth Partners, LLC. Outside of his advisory role, he is involved in managing personal service workers who assist his disabled brother through a home-based service program. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and other entities. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Trent Ten Bruin is a financial advisor at Highpoint Planning Partners with a Series 65 credential and no prior industry experience. His work history includes roles at Now Foods and several academic institutions, including the University of Wisconsin–Madison, where he has been affiliated since 2022. 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 sponsors a wrap-fee program, implementing client portfolios using fundamental analysis across various investment vehicles.

Daniel Stybr is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with LaSalle St. Investment Advisors since 2006 and previously operated Stybr & Associates, a tax preparation and registered investment advisory firm, since 1989. Outside of his advisory work, he is involved with DAKA Aviation, LLC, a Delaware LLC for aircraft and hangar operations. 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 and manages a notable predominance of non-discretionary assets among large enterprise advisers.

James Fox is a financial advisor at Financial & Tax Architects, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, E*TRADE, and Citibank. Outside of advising, Fox owns a watch trading business and has worked as a driver and dog walker in the Naperville, Illinois area. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” involving ETFs, individual securities, and trend-aware rebalancing, with a notable sub-advisory business serving other registered investment adviser firms.

Daniel Keller is a financial advisor at Highpoint Planning Partners with four years of industry experience. He holds a Series 66 designation and previously worked at RSM US LLP for eight years. Keller also operates a private tax services firm, Keller CPA Private Tax Services, and is a notary. 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 discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles across multiple platforms.

William Boscow is a ChFC® credentialed financial advisor with 25 years of industry experience, currently with Ausdal Financial Partners, Inc. He has held positions at multiple firms including Purshe Kaplan Sterling Investments and Cabot Lodge Securities. Outside of his advisory role, he serves on the board of the University of Notre Dame Alumni Club and leads its Community Service Committee. 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, retirement-plan advisory, and financial planning, with investment strategies tailored at the individual advisor level.

Janine Polley is a financial advisor with Madison Avenue Securities, LLC, holding a Series 65 credential and one year of industry experience. She has concurrent roles at Wayne Messmer & Associates and Shaperz Inc., where she is involved in esthetics and laser removal services. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for around 14,000 clients and employs multiple portfolio management approaches including discretionary and non-discretionary strategies.

Steven Martin is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2019. Prior to joining Forum, he worked for BKD Wealth Advisors, LLC for five years. 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 serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing model portfolios primarily with DFA institutional mutual funds and ETFs using a Modern Portfolio Theory approach.

Jon Flaherty is a CFP® certificant with five years of industry experience, currently advising at Highpoint Planning Partners. His prior experience includes roles at Vantage Financial Partners, Lincoln Financial, and the Elks National Foundation. Highpoint Planning Partners serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as asset management, financial planning, retirement plan advisory, and wrap-fee programs. The firm develops investment policies through personal consultations and employs a variety of investment vehicles and third-party platforms to implement client portfolios.

Janet Redding is a financial advisor with Capital Analysts, holding a Series 66 designation and 21 years of industry experience. She has worked at Lincoln Investment Planning since 2013, following positions at Legend Advisory, LLC, Oberweis Securities, Inc., and Ameritas Investment Company, LLC. Capital Analysts serves a diverse client base including retail and institutional investors, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm utilizes both discretionary and non-discretionary investment management approaches and operates through a nationwide network of independent advisors and firm-managed programs.

Sean Hughes is a Series 66-licensed advisor with 12 years of industry experience. He is currently with Wealth Watch Advisors, Inc and has previously worked at FOUNDATIONS INVESTMENT ADVISORS, LLC and Hughes & Dern Financial Group. Outside of his advisory work, he is an independent insurance agent involved in Medicare, life, and annuity sales. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and financial institutions. The firm employs a mix of quantitative, qualitative, and technical methods, utilizing third-party model managers for portfolio management across a broad range of investment strategies.

Adam Tudor is a CFP® with seven years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. since 2020. Prior to that, he worked at Indiana Wesleyan University for four years. Outside of his advisory role, he is an at-large member of the Norwell Band Booster and acts as co-trustee of his mother’s trust account. 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 investment approaches, including its LaSalle St. Asset Management Program (LAMP), and manages a diverse asset mix with a predominance of non-discretionary assets.

Gerhard Axen is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has been with Ausdal Financial Partners since 2008 and has also operated as a self-employed advisor since 1996. Outside of advisory services, he is a managing partner at Timberland Financial, an insurance sales business specializing in life, health, disability, and group insurance. 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 provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of discretionary and non-discretionary investment solutions.

Jason Provost is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Kinetic Investment Management, Inc. since 2021. He previously worked at Brokers International Financial Services for 12 years and has operated Provost Financial Services, an insurance services company, since 2008, where he also holds a licensed insurance agent designation. Kinetic Investment Management is a registered investment adviser managing approximately $348 million in assets for individuals, pension plans, and business entities. The firm employs a multi-method investment approach with a primary long-term trading orientation and offers portfolio management, financial planning, and sub-advisory services through a 20-advisor team.

Kevin Nix is a financial advisor at Stratos Wealth Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Stratos Wealth Partners, LPL Financial, and MSI Financial Services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to client goals.

Kathleen Carrico is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds Series 63 and Series 66 licenses and has 33 years of industry experience. Prior to her current role, she has worked at La Salle St. Securities, Inc. since 1992 and serves as Vice President and Trust Officer at Carrollton Bank. She is also a personal use consultant for Mary Kay Inc. 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 investment approaches and manages a substantial portion of its assets on a non-discretionary basis, distinguishing it within the industry.

Travis Smyczynski is a CFP® and Series 66 holder with 10 years of industry experience. He has worked at Ausdal Financial Partners, Inc. since 2018 and previously spent three years with Axa Advisors, LLC. Smyczynski is also involved in independent insurance sales on a part-time basis. 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 investment advisory and financial planning services, tailoring strategies to client objectives and utilizing multiple custodians and third-party managers.

Julian Van Ostrand is a financial advisor with Northern Trust Securities, Inc. in Skokie, IL, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Northern Trust Securities since 2008. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management through a model-driven wrap fee program serving high-net-worth individuals, retail investors, and institutional clients. The firm offers a variety of managed account solutions and combines advisory, brokerage, and custody services, including access to both proprietary and third-party investment products.