Anthony Ryan is a CFP® and CFA® with 20 years of industry experience. He has worked at JMG Financial Group Ltd since 2021 and spent 15 years at McLaughlin Capital prior to that. Ryan is based in Downers Grove, IL. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management services. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation, utilizing a range of investment vehicles and tax-aware techniques.

Thomas Mccabe is a CFP® with seven years of industry experience, currently associated with Highpoint Planning Partners. He has worked at multiple firms including LPL Financial and Evans Senior Investments. Outside of advising, he is a business owner of Alpar Laboratories, a non-investment-related enterprise. Highpoint Planning Partners serves a broad client base including individuals, pension plans, trusts, and corporate entities. The firm offers discretionary asset management and financial planning, employing fundamental analysis to construct portfolios across various asset classes while utilizing multiple advisory platforms.

S. Park is a financial advisor at Diversify Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and Edward Jones. Outside of his advisory role, Park serves as a minister and is a board member of a truck driving school, as well as involved in teaching through the Presbyterian Church (USA) Board of Pension. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers customized financial planning, portfolio management, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

Charles Kiker is a CFP® with 33 years of industry experience, currently serving as an advisor at VestGen Advisors, LLC since 2024. His prior experience includes roles at Commonwealth Financial Network, Ek&A, and Mass Mutual Investors Services. Outside of his advisory work, he is a partner in Esposito Kiker & Associates, which supports his team’s compensation and benefits management. VestGen Advisors, LLC offers investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and pooled investment vehicles. The firm utilizes a combination of advisor-level client relationship work and centralized portfolio construction, employing proprietary and third-party managers to deliver its services.

Jeffrey Kochan is a Certified Financial Planner® with 12 years of industry experience, currently serving as an advisor at Highpoint Planning Partners. He has held roles with Highpoint Advisor Group, LPL Financial, Parkland Securities, Sequoia Premier Partners, and Strategic Tax Partners. Kochan is involved in tax preparation and accounting through his work with Strategic Tax Partners in Naperville, IL. 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 fundamental analysis and a variety of investment vehicles to construct personalized portfolios.

Charles Garrido is a financial advisor with A.G.P. / Alliance Global Partners in Chicago, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at McDonald Partners LLC, Sanctuary Securities, Inc., and KeyBanc Capital Markets Inc. Outside of advising, he serves as president of the FAF Foundation, a charitable organization, and holds board and finance committee roles with RAICES, a nonprofit focused on asylum and migrant advocacy. He is also working on authoring two books, one about his Cuban upbringing and another on financial strategies. A.G.P. / Alliance Global Partners is a dually registered investment adviser and broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services.

John Karavouzis is a CFP® with 14 years of industry experience, currently serving as an advisor at JMG Financial Group Ltd since 2018. His prior experience includes roles at Highpoint Advisor Group, LLC and LPL Financial, LLC. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers a range of investment options including ETFs, mutual funds, equities, fixed income, and alternative investments.

Herman Tkach is a CFP® professional with 19 years of experience in financial advisory roles. He is currently with Soltis Investment Advisors, LLC and has held positions at Mercer Global Advisors, U.S. Bancorp Investments, TIAA-CREF, TD Ameritrade, and Ameriprise. He serves on the board of the Jewish United Fund of Metropolitan Chicago, supporting the Russian Speaking Jewish community, and is involved in leadership roles within his condominium association. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to a diverse client base that includes individuals, institutions, trusts, and retirement plans. The firm uses a Modern Portfolio Theory-based investment process that incorporates both quantitative and qualitative analysis, offering a range of investment options and regular client communications.

Willard Einspar is a CFP® professional with over 32 years of industry experience, currently serving as an advisor at Highpoint Planning Partners. He has been affiliated with Highpoint Advisor Group, LLC and LPL Financial since 2016. 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 offers discretionary asset management and financial planning services, implementing portfolios through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

David Donnelly is a financial advisor at SpiderRock Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at BlackRock Investments, LLC since 2024. Outside of his advisory role, he provides advice to the CEO of Trove, LLC, a company that offers loans to individuals. SpiderRock Advisors, LLC provides discretionary overlay and portfolio management services to institutional and wealth-management clients, utilizing a rules-based, systematic approach that combines quantitative and fundamental inputs. The firm is known for its expertise in listed derivatives and dynamic option overlays, serving a diverse client base including asset managers, family offices, and pension funds.

Benjamin Caruso is a financial advisor with Highpoint Planning Partners, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Bank of America, Merrill Lynch, MB Financial Bank, and Cetera. Caruso provides investment advisory services through HighPoint Advisor Group, LLC, an independent firm separate from LPL Financial. HighPoint Advisor Group 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, and retirement plan advisory, implementing portfolios through fundamental analysis across various asset classes and utilizing multiple advisory platforms.

Kevin Graham is a financial advisor at Plancorp, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Zacks Investment Management, LBMZ Securities, and CIBC Private Wealth. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering services such as wealth management, financial planning, pension consulting, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, employing a range of investment vehicles and providing both discretionary and non-discretionary management.

James Mcgovern is a CFP® with 41 years of industry experience, currently serving at Capital Analysts. He previously worked at Lincoln Investment for 14 years and Cincinnati Analysts, Inc. for another 14 years. Outside of advisory work, he owns and operates J.McGovern and Associates, a fixed insurance sales business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary investment management by an in-house team and non-discretionary advisory services.

Suman Sachdeva is a financial advisor at BFC Planning, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at BFC Planning since 2017, alongside roles at Securities Management and Research, Inc. and Broker Dealer Financial Services. He serves as treasurer for the Raj & Suman Sachdeva Foundation, a charity organization. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services using a range of platforms and strategies tailored by its advisors.

Azita Aminian is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 36 years of industry experience. She has been with Centennial Securities since 2011. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets. The firm serves individuals, trusts and estates, retirement plans, foundations, endowments, and business entities, offering discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs.

Jeremy Schares is a CFP® with 18 years of industry experience and is currently with Waverly Advisors, LLC. Prior to joining Waverly Advisors in 2024, he worked for 16 years at StrategIQ Financial Group, LLC. He is also a member of two holding companies, IQ Companies, LLC and WAAM TOPCO, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations and offers a range of services including financial planning, retirement plan consulting, and multi-family office solutions.

Robert Lively is a CFP® professional with three years of experience currently serving at JMG Financial Group Ltd. He has been with JMG Financial Group in various roles since 2018. Outside of financial advising, his background includes work with Ruth Lake Country Club and entrepreneurial involvement with Powder Hound Snow Removal, LLC. JMG Financial Group provides comprehensive wealth and portfolio management services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach emphasizing strategic asset allocation and offers services including in-house tax consulting and private investment fund advising.

Krista Linn is a CFA® charterholder with 28 years of industry experience. She has worked at Bartlett & Co. Wealth Management LLC since 2019 and was previously with Lodestar Investment Counsel, LLC from 2015 to 2019. She serves on the Board of Trustees for the Chicago Academy For The Arts, an independent arts high school. Bartlett & Co. Wealth Management LLC provides discretionary wealth management and financial planning services to high-net-worth individuals, families, and a variety of institutional clients. The firm emphasizes diversified asset allocation and relative-value fixed income strategies, leveraging mutual funds, ETFs, and third-party platforms to implement client portfolios.

Vincent Corso is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 66 and Series 63 credentials and bringing 16 years of industry experience. He previously worked at Cornerstone Securities LLC and Crown Capital Securities, L.P. Corso is also involved as a partner in BCH Wealth Management and BCH Insure, LLC, where he participates in operations, planning, and insurance sales. 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 offers a wide range of advisory services and investment solutions tailored at the advisor level, operating through multiple custodians and integrating third-party managers and model portfolios.

Ryan Gough is a financial advisor with Performance Wealth and holds a Series 66 designation. He has 10 years of industry experience, including five years at William Blair before joining Performance Wealth Partners, LLC. Outside of his advisory work, Gough serves as a volunteer firefighter with the Western Springs Fire Department. Performance Wealth serves a range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary investment management, wealth management, and financial planning, managing over $4 billion in client assets with a long-term, portfolio-focused investment approach.