Dimitar Tanchev is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at Calamos Wealth Management LLC since 2019 and previously spent three years at Nextcapital. 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 process emphasizes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring using a diversified mix of securities and funds.

Brett Pawelkiewicz is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at LPL Financial, Northwestern Mutual, Redwing Financial, and The Lighthouse Institute. He also provides administrative support to HighPoint Advisor Group, an independent investment advisor firm. 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 uses fundamental analysis to construct diversified client portfolios across various investment vehicles.

Andrew Keppy is a financial advisor at Highpoint Planning Partners with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Level Four Advisory Services and LPL Financial. Highpoint Planning Partners 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 a variety of investment strategies and third-party platforms to implement client portfolios.

Timothy Stringer is a CFP® professional with seven years of experience in financial advising. He has worked at JMG Financial Group Ltd since 2019, and prior to that, he was with Zuckerman Investment Group and Wells Fargo & Co. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and financial and retirement consulting. The firm employs a planning-based, long-term investment approach with strategic asset allocation and utilizes a range of investment vehicles including ETFs, mutual funds, individual equities, fixed income, and private investments.

Brett Suchy is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Sagepoint Financial, Wells Fargo Clearing Services, and Clune & Associates. In addition to his advisory work, he serves as president of the Franklin Avenue East Homeowners Association, managing governance and vendor payments. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm provides a range of advisory and brokerage services with investment strategies tailored to client-specific objectives and risk profiles, utilizing multiple custodians and integrating third-party managers.

Vincent Pack is a CFP® professional at Waverly Advisors, LLC with eight years of industry experience. He has previously worked at Christopher Financial Group, LLC, Wolfpack Capital, LLC, and New York Life-related entities. Outside of his advisory role, he operates insurance brokerage businesses under the names Wolfpack Capital and Christopher Financial Group, focusing on non-registered insurance products. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management.

William Mosler Jr. is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2011. Mosler is also managing partner of Mosler Wealth Management, an S corporation organized for tax purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs an in-house investment management team using proprietary screening processes and offers a range of discretionary and non-discretionary portfolio management services.

James Steinbrenner is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Saxony Securities and Steinbrenner Financial Group. Outside of his advisory role, he serves as a director for Heartland Organization Ltd., where he assists with seminars and estate planning referrals. LaSalle St. Investment Advisors provides 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 management programs, utilizing a range of investment vehicles and third-party manager oversight.

Nedal Halawa is a ChFC® credentialed financial advisor with 27 years of industry experience, currently affiliated with Forum Financial Management, LP in Lombard, IL. He has served at Pinnacle Wealth Management, LLC and Forum Financial Management since 2018, and owns Healthcare Services of Illinois, a health insurance business. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily employing institutional mutual funds and ETFs, and supports other RIAs through its turn-key asset-management platform and back-office services.

Brian Lee is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and The Prudential Insurance Company of America. Lee is also a full-time sales agent at Western & Southern Life. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring third-party money managers, with supplemental recommendations of individual securities based on fundamental analysis.

Nicholas Garth is a CFP® at JMG Financial Group Ltd in Downers Grove, IL, with four years of combined experience including prior roles at the University of Dayton and Saint Viator High School. He has been with JMG Financial Group since 2021. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations with wealth management, portfolio management, and consulting services. The firm uses a planning-based, long-term investment approach focused on strategic asset allocation and offers a range of investment options including ETFs, mutual funds, and private investments, along with tax consulting and tax preparation.

Gary Richied is a financial advisor at Highpoint Planning Partners with one year of industry experience. He holds a Series 66 credential and has worked at LPL Financial and HighPoint Advisor Group, LLC. Outside of his advisory work, he is involved in authoring and hosting the Hot Water History podcast and blog, which covers historical topics and film and book reviews. Highpoint Planning Partners serves individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, using a blend of fundamental analysis and third-party platforms to implement diversified investment portfolios.

Benjamin Feltes is a CFP® professional with nine years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2019. His prior work includes roles at Heartland Investment Associates, LaSalle St. Securities, and Hyvee Corp. He also serves as a board member of Journey Sports, Inc. and is co-owner of Fortress Co. LLC. LaSalle St. Investment Advisors provides personalized, 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 approaches, including the LaSalle St. Asset Management Program (LAMP), and manages approximately $3.9 billion in non-discretionary assets alongside discretionary portfolios.

Michelle Rozsypal is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd since 2005. She practices in Downers Grove, IL, and has focused her career at JMG Financial Group. JMG Financial Group provides wealth management, portfolio management, and financial consulting to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach with strategic asset allocation and utilizes a variety of investment vehicles including ETFs, mutual funds, equities, fixed income, and alternative investments, supported by in-house tax consulting and private fund advisory services.

Eduardo Sordo is a CFP® with 25 years of industry experience, currently serving at Calamos Wealth Management LLC since 2021. His prior roles include positions at Calamos Financial Services LLC, The Vanguard Group, and Fidelity Investments. He is a trustee and chair of the investment committee for the George Snow Scholarship Fund, a nonprofit organization supporting college graduation for students in South Florida. 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 and frequently utilizes affiliated Calamos Funds and sub-advisers while maintaining governance controls and multiple affiliated investment vehicles.

John Janis is a CFP® and PFS™ with over 32 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2011 and has maintained self-employment in accounting and tax preparation since 1991. In addition to his advisory work, he is also licensed as an insurance agent and provides accounting and tax services. Ausdal Financial Partners, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of investment advisory programs, retirement plan services, and financial planning with both discretionary and non-discretionary strategies.

Travis Wolfe is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has been with Ausdal Financial Partners since 2016 and also serves as an assistant track and field coach at Tri-Valley Central School. Additionally, he works as an independent contractor selling fixed insurance products. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm provides a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, combining tailored investment strategies with access to multiple custodians and third-party managers.

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.

Robert Geller is a financial advisor at Arete Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Securities America Advisors and Primerica. Outside of advisory roles, he also provides life insurance and annuities services through Personal Financial Strategies, Inc. Arete Wealth Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, pensions, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary model-based portfolio management and integrates affiliated financial businesses and product channels into its offerings.