T Buchanan is a financial advisor with Ausdal Financial Partners, Inc. who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Ausdal in 2021, Buchanan worked at Highpoint Advisor Group Dba Safe Harbor Retirement and LPL Financial. He is also the owner of Safe Harbor Retirement Consultants, LLC, where he is involved in insurance sales and wealth management activities. 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 offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, providing a range of discretionary and non-discretionary portfolio management options.

Guy Abbanat is a financial advisor with WORLD EQUITY GROUP, Inc., holding Series 63 and Series 65 designations and possessing 42 years of industry experience. He has been with World Equity Group since 2011. WORLD EQUITY GROUP, Inc. offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm uses discretionary third-party money managers and a risk-tolerance questionnaire to guide asset allocation within its managed portfolio programs.

Erik Faust is a CFP® professional with eight years of experience, currently serving at JMG Financial Group, Ltd. in Downers Grove, IL. He has been with JMG Financial Group in various roles since 2011. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory, retirement plan consulting, and tax services when requested. The firm employs a strategic asset allocation approach overseen by an investment committee and manages approximately $6.36 billion in assets with a team of about 64 advisors.

Elijah Pinkevich is a CFP® with one year of industry experience, currently associated with LaSalle St. Investment Advisors, L.L.C. His prior roles include positions at Streamline Financial Services, Capstone Financial Advisors, and Cogent Strategic Wealth. 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 approaches, managing a predominant portion of assets on a non-discretionary basis using asset-allocation models, rebalancing, and a diversified mix of investment vehicles.

Anthony Tursich is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Calamos Wealth Management LLC. His prior experience includes roles at Calamos Advisors LLC, Pearl Impact Capital, and Trillium Asset Management. He also serves as an uncompensated Investment Advisory Board Member for Multnomah County, where he meets quarterly to review portfolio performance and compliance. 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 employs a diversified investment process combining individual securities, mutual funds, ETFs, and private funds, frequently utilizing affiliated sub-advisers and specialized strategies.

Kenneth Mitchell is a financial advisor at Ausdal Financial Partners, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Northwestern Mutual Investment Services, Valic Financial Advisors, and LPL Financial. Mitchell also maintains an outside insurance broker role focused on health insurance commissions. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, overseeing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of advisory and financial planning services, with investment strategies tailored to each client and integrated third-party management options.

Kevin Brainerd is a CFP® with 18 years of industry experience, currently serving as a financial advisor at HighPoint Planning Partners. He has been with HighPoint Advisor Group and LPL Financial since 2016. HighPoint Advisor Group serves a range of clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers discretionary asset management and comprehensive financial planning services, utilizing fundamental analysis and a variety of investment vehicles, as well as third-party and LPL-sponsored platforms.

Roger Ensminger is a financial advisor at HighPoint Planning Partners with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with LPL Financial since 2009 and Highpoint Advisor Group LLC since 2016. His activities include occasionally selling life, health, disability, and long-term care insurance. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various securities and managed programs.

Meredith Sims is a financial advisor with CL Wealth Management LLC in Schaumburg, IL, holding the ChFC® designation and Series 63 and 65 licenses. She has 22 years of industry experience and has worked with multiple firms, including Heart Strong Wealth Planning and Onsystex. Outside of financial services, she owns Meredith Sims Creative LLC, a non-investment-related business. CL Wealth Management LLC offers portfolio advisory and financial planning services to individuals, businesses, and charitable organizations, utilizing both discretionary and non-discretionary management approaches tailored to client objectives and risk tolerance.

Danielle Rovner is a financial advisor with Capital Analysts in Lombard, IL, holding a Series 66 designation and 12 years of industry experience. She has worked with Independent Financial Services and Lincoln Investment since 2015. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house Investment Management & Research team and offers discretionary and non-discretionary portfolio management, combining proprietary model portfolios with customizable client solutions.

Ellis Greenstein is a CFP® professional with four years of experience at JMG Financial Group LTD in Downers Grove, IL. Prior to joining JMG, he was affiliated with the University of Wisconsin and Riviera Preparatory High School. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory, retirement plan consulting, and tax preparation services. The firm manages approximately $6.36 billion in assets through a team of 64 advisors and employs a strategic asset allocation approach overseen by an investment committee.

Eddie Albazi is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 25 years of industry experience, including prior roles at VALIC Financial Advisors and Agia. Outside of his advisory work, he is involved in insurance sales and founded Bazfinancial LLC for tax and accounting purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and offers a variety of portfolio solutions through a network of advisors.

Johnathan Kulikowski is a CFP® with 12 years of experience in financial advisory. He currently works at HighPoint Planning Partners and previously spent 11 years at VANTAGE FINANCIAL PARTNERS Limited. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs individualized investment policies with continuous account monitoring and a range of custodied program solutions.

Jayson Gorski is a financial advisor at HighPoint Planning Partners with five years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and CBRE. Gorski also provides administrative support to HighPoint Advisor Group, LLC. 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 portfolios with a focus on fundamental analysis across various asset classes.

Jack Reynolds is a CFP® professional with four years of industry experience, currently serving at JMG Financial Group LTD since 2022. Prior to joining JMG, he worked at the University of Arizona and West Chicago Community High School. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax preparation services. The firm employs a strategic asset allocation approach overseen by an investment committee and manages approximately $6.36 billion in assets with a team of 64 advisors.

Carol Mcginnis is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 28 years of industry experience. She has been affiliated with LaSalle St. Securities, L.L.C. for 20 years. Outside of her advisory role, she contributes to the finance team at the Village Church of Oak Park by entering tithes into their system. 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, with a notable predominance of non-discretionary assets under management.

Larry Johnson is a CFP® with 43 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2015. He previously worked at Sterling Financial Advisory Services, Inc. from 2012 to 2020. Outside of financial advising, Johnson owns several fitness clubs under the Anytime Fitness brand and is involved in a handcrafted vodka business. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers a range of advisory programs and brokerage services to individuals, trusts, corporations, pension plans, and charitable organizations, with investment strategies delivered through discretionary and non-discretionary accounts across various asset classes.

Patrick Kearney is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with six years of industry experience. He holds a Series 66 designation and has professional experience including seven years at the University of Chicago. 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 management, utilizing asset-allocation models and a mix of mutual funds, ETFs, equities, fixed income, and options.

Mark Waldoch is a financial advisor at Harbour Investments, Inc. in Geneva, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 17 years with Harbour Investments and operating Waldoch Financial Services since 2002. Outside of advisory work, he owns a CPA tax preparation business and is involved in group health insurance sales through MWBC, Inc. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment vehicles and offers model-based solutions through a subscription platform.

David Walker is a CFP® with 36 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior roles include positions at LPL Financial, Securities America Advisors, and managing his own firm, Walker Financial Services Inc. He is also president of Swisher & Walker Financial Services, Inc., which provides income tax preparation and accounting services, and leads his office condominium association. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services, employing a diverse analytical approach and utilizing third-party managers to implement portfolios.