David Frohlichstein is a CFP® professional with 39 years of experience in the financial industry. He has been with Ausdal Financial Partners, Inc. since 2009 and also operates Frolicstein Financial, a financial advisory business he has managed since 1999. In addition to his advisory work, he has been a self-employed professional musician for over 50 years. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of investment advisory programs and financial planning services, utilizing both discretionary and non-discretionary strategies across various asset classes and account types.

David Paske is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Saxony Securities since 2003. Outside of his advisory work, he serves as a special education teacher at Lyons Township High School. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates with a multi-team model and employs a range of investment strategies, including technical and fundamental analysis, while also offering third-party advisory services.

Kirk Hackbarth is a financial advisor with JMG Financial Group Ltd in Downers Grove, IL, holding CFP®, PFS™, and Series 63 designations and bringing 17 years of industry experience. His career includes roles at Strategic Wealth Partners, Guidant Wealth Advisors, Liberty Financial Group, Richardson Capital Management, KABAREC Financial Advisors, and K. P. Financial. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations by providing comprehensive wealth management, portfolio management, and financial consulting. The firm follows a planning-based, long-term investment approach focused on strategic asset allocation and employs a variety of investment vehicles along with tax-aware techniques and tactical portfolio management.

Matthew Fitzgerald is a financial advisor with Altitude Capital Management LLC in St. Charles, IL, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Brighthouse Financial and Invesco Advisers, Inc. Outside of advising, he is an equity partner in a rental property business. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm customizes strategies based on client objectives and risk tolerance, managing accounts through a multi-team structure while employing approaches such as asset allocation and technical analysis.

Christopher Gruchacz is a financial advisor with Calamos Wealth Management LLC in Naperville, IL, holding Series 65 and Series 66 licenses and possessing eight years of industry experience. Prior to joining Calamos in 2019, he worked at Wells Fargo Bank and Comerica Securities. He serves as Chairman of the Investment Committee and a Board of Trustee member at Barry University. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services primarily for high-net-worth individuals, family offices, and endowments. The firm’s investment approach includes a focus on asset allocation and a mix of individual securities, mutual funds, ETFs, and private investment funds, often utilizing affiliated sub-advisers and maintaining detailed due diligence and conflict-mitigation procedures.

Andrew Janusz is a CFA® charterholder with 11 years of experience in financial services. He is currently an advisor at OnePoint BFG Wealth Partners and has held previous roles at firms including JP Morgan, Merrill Lynch, Bank of America, and Northwestern Mutual. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management approaches using third-party managers, proprietary models, and technology integrations to support its investment and operational processes.

Kathleen Gfrorer is a CFP® professional with 45 years of experience in the financial services industry. She is currently with VestGen Advisors, LLC and has held roles at LPL Financial, Securities America, Inc., and Landmark Capital, Inc. Kathleen serves as secretary for the Somonauk Gardens Owners Association, a homeowners association. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationships with centralized portfolio construction and manages approximately $6.66 billion in assets with 61 advisors.

Jeffrey Fisher is a financial advisor at Mission Wealth Management, LP with a Series 65 designation and one year of industry experience. His prior experience includes roles at Goldman Sachs and Mako Metals. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, philanthropy, and risk planning, utilizing both internal and third-party investment resources.

Jeffrey Martin is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2013. Highpoint Planning Partners 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, financial planning, retirement plan advisory, and uses a multi-asset investment approach combined with third-party and LPL-sponsored platforms.

Christopher Breitenbach is a financial advisor with Highpoint Planning Partners, holding a Series 66 registration and 18 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2014. Outside of his advisory work, he is an assistant coach with the Wheaton United Soccer Club. 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 sponsors a wrap-fee program, utilizing a range of investment vehicles and third-party platforms to implement client portfolios.

Bradley Doy is a financial advisor at VestGen Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, ValMark Advisers, Inc., ValMark Securities, Inc., and Woodbury Financial Services, Inc. Outside of advisory work, he is involved as a property manager for BDJV Properties LLC. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base, including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationship work with centralized portfolio construction and utilizes third-party managers as part of its investment approach.

Logan Andersen is a CFP® professional at JMG Financial Group Ltd with three years of industry experience. Prior to joining JMG Financial Group, he held positions at Marquette Companies and Miner Enterprises, Inc., and completed his education at the University of Illinois. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management, including in-house tax consulting and private investment fund advisory. The firm employs a planning-based, long-term investment approach centered on strategic asset allocation and utilizes a variety of investment vehicles, along with operational features such as held-away account management and account aggregation tools.

Sean Ford is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. He is currently with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2020, following prior roles at Benjamin F Edwards & Co and First Trust Portfolios. He is also involved with Acre Trader 160, LLC/Ashton Farm Investor outside of his advisory work. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary programs, emphasizing a significant asset mix managed on a non-discretionary basis, which is uncommon among large enterprise advisers.

Richard Wilkens is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with seven years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he is a partner at DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a certified public accounting firm where he provides accounting and business advisory services. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, including the LaSalle St. Asset Management Program (LAMP), and manages a significant predominance of non-discretionary assets.

Ryan Miller is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently with Mission Wealth Management, LP and previously held roles at the University of Illinois at Urbana-Champaign and Crep Protect Ltd. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios with a mix of ETFs, mutual funds, direct securities, and alternative investments.

Sarah Mika is a financial advisor at Gateway Wealth Partners, LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for five years. Mika provides administrative support to Gateway Wealth Partners, an independent investment advisor firm. Gateway Wealth Partners offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages a mix of discretionary and non-discretionary assets.

Alexander Calamos is a financial advisor at Calamos Wealth Management LLC with six years at the firm and a total of five years of industry experience. He holds a Series 65 credential and has also served as CEO of Typical Projects LLC, a real estate research company. Additionally, he manages Leekamos LLC, a rental property business. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services to high-net-worth individuals, family offices, and various institutional clients. The firm’s investment approach combines asset allocation with quantitative and qualitative evaluation, utilizing a range of securities, funds, and specialized sub-advisers.

Michael Rodgers is a CFP® professional with nine years of industry experience, currently serving at Independent Wealth Network, Inc. He has worked with Brokers International Financial Services, LLC and Kestra Financial, Inc. among other firms. Rodgers is also the owner of Financial Wellness, LLC, where he is involved in insurance product sales. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a range of strategies including fundamental and technical analysis, options, and third-party model portfolios tailored to client goals and risk tolerances.

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.