Timothy Mason is a CFP® professional with 10 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2015. He volunteers as a basketball and track and field coach at St. Mary School in Mokena, IL. 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, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations.

Ryan Brown is a financial advisor at Ausdal Financial Partners, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Ausdal, he worked at Berman Capital Management and held various roles in other industries including nutrition and brewing. 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 wide range of advisory and financial planning services, tailoring investment strategies to client-specific objectives and utilizing multiple custodians and third-party managers.

Daniel Drallmeier is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Forum Financial Management, LP. He has worked at Forum Financial Management, LP in various capacities since 2012. Outside of his advisory role, he is a member of F.A.M. LLC, which provides management services to Forum Financial Management under a service agreement. Forum Financial Management, LP offers 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, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Heidi Verbiscer is a financial advisor with Forum Financial Management, LP, holding a Series 65 designation and six years of industry experience. She has been with Forum Financial Management since 2019 and is also the president and owner of Generations Tax & Advisory Services, LLC, a CPA firm specializing in taxation strategy, compliance, and generational business and family wealth planning. Forum Financial Management 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 using DFA institutional mutual funds and ETFs in line with a Modern Portfolio Theory approach.

Kevin Ryan is a CFP® with five years of industry experience, currently serving as an advisor at JMG Financial Group Ltd. He has worked at JMG Financial Group since 2019, with prior experience at Forum Financial Management, LP and Ehlert Financial Group, Inc. JMG Financial Group Ltd provides wealth management, portfolio management, and financial consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation, utilizing a variety of investment vehicles and offering specialized features such as held-away account management and tax-aware strategies.

Jeremy Belingon is a CFP® with three years of industry experience, currently serving as a financial advisor at Facet. He previously worked at The Vanguard Group for three years and has experience in education and healthcare sectors. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic advice through a Total Financial Life Resources framework and discretionary asset-allocation programs that primarily use ETFs, with a focus on fixed subscription fees rather than percentage-based investment charges.

Stephanie Burling is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Bankers Life Securities and Bankers Life & Casualty. She serves on the board of the IPF Foundation, a medical nonprofit organization. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and utilizing tools like the Color of Money Risk Analysis in their portfolio strategies.

Tyler Vandermeer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at FBL Financial Group, Farm Bureau Financial Services, and Country Capital Management Company. He is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and delivers a range of managed solutions tailored to client needs.

Wojciech Wojcik is a financial advisor at Performance Wealth with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated. Outside of finance, Wojciech serves as president of Soccer Sessions Inc., a soccer training organization. Performance Wealth Partners is an SEC-registered advisory firm that provides wealth management, financial planning, and retirement plan advisory services to individuals and institutions. The firm employs a predominantly long-term investment approach using customized portfolios of low-cost mutual funds, ETFs, and other securities, with regular client reviews and rebalancing.

Jeffrey Heilman is a financial advisor at Ausdal Financial Partners, Inc. in Midlothian, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Ausdal Financial Partners since 2009. Outside of his advisory role, he is licensed in life insurance sales, an activity he has been involved with since 1992. 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 about 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 strategies and custodial services.

Matthew Spokas is a financial advisor at Forum Financial Management, LP with three years of industry experience. He holds a Series 65 designation and has been associated with Forum Financial Management since 2019. Outside of his advisory role, he is the principal of Spokas & Associates CPAs LLC, a firm he has been involved with since 2011. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory, primarily implementing those models through institutional mutual funds, ETFs, and selectively incorporates private investment vehicles and outside managers.

Michelle Juras is a ChFC® credentialed financial advisor with 20 years of industry experience. She is currently with HighPoint Planning Partners and has held positions at LPL Financial and MassMutual. 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 and comprehensive financial planning utilizing fundamental analysis and a range of investment vehicles, including mutual funds, ETFs, individual securities, and third-party platforms.

Calvin Rowland is a financial advisor with HighPoint Planning Partners who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He previously worked at Prudential Financial Planning Services, The Prudential Insurance Company of America, and Pruco Securities, LLC from 2016 to 2024 before joining HighPoint Advisor Group and LPL Financial. HighPoint Advisor Group 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 wrap-fee program management, utilizing fundamental analysis and a range of investment vehicles including mutual funds, ETFs, equities, debt securities, REITs, and third-party platforms.

James Chase Jr. is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked with HighPoint Advisor Group since 2018 and previously with Level Four Advisory Services and LPL Financial. Outside of his advisory roles, he is involved in non-investment activities including retail work at farmers markets and a home-based solar energy business. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, constructing client investment policies through personal consultations and implementing diversified portfolios with fundamental analysis across various asset classes, utilizing both proprietary and third-party platforms.

Mitchell Despinich is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Private Client Services since 2010. In addition to his advisory role, he sells insurance products including life, disability, long-term care, and health insurance through his financial services practice. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through about 50 investment advisor representatives and manages approximately $1.05 billion across over 3,200 client accounts.

James Noe is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Capital Analysts serves a diverse client base that includes individuals, high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, corporate clients, trust companies, and third-party advisers. The firm provides discretionary and non-discretionary portfolio management using internal model portfolios alongside customized solutions and third-party managers, supported by an in-house Investment Management & Research team.

John Campbell is a financial advisor at Calamos Wealth Management LLC with 30 years of industry experience. He has held roles at Calamos Financial Services LLC and U.S. Bancorp Investments, Inc. Prior to joining Calamos, he worked at U.S. Bank. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm emphasizes asset allocation and ongoing monitoring using a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.

David Kujawa is a CFP® and ChFC® financial advisor with 20 years of industry experience. He is affiliated with Highpoint Planning Partners and has worked with HighPoint Advisor Group, LLC and LPL Financial for over a decade. Outside of his advisory work, he is involved in the sale of fixed insurance products through his agency and collects watches as a non-investment related activity. 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 and financial planning services, implementing portfolios through fundamental analysis and a range of investment vehicles while utilizing multiple advisory platforms.

David Anderson is a Series 65 licensed advisor at Financial & Tax Architects, LLC with one year of industry experience. His prior roles include positions at Butler Brothers, Wolverine Trading, UMB Bank, and State Street. Outside of his advisory work, he provides security services for the Chicago Cubs. Financial & Tax Architects offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary investment strategies utilizing ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Benjamin Sevcik is a CFP® and PFS™ with 11 years of industry experience, currently serving as an advisor at Forum Financial Management, LP since 2014. He is also a partner at Forum Tax and Accounting Services LLC, where he provides accounting and tax preparation services. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also acting as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm employs a Modern Portfolio Theory approach, primarily using DFA institutional mutual funds and ETFs, and manages approximately $9 billion in assets.