Aaron Ahlstrom is a CFP® with 16 years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd. Prior to joining JMG in 2024, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2009 to 2024. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with a planning-based, long-term investment approach. The firm offers comprehensive wealth and portfolio management, along with in-house tax consulting and private investment fund advisory services.

John Calamos Sr. is a financial advisor at Calamos Wealth Management LLC with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Calamos Wealth Management and its affiliated firms since 1987. He serves as a member of the Board of Trustees at the Illinois Institute of Technology and is on the Investment Committee for The FAITH Endowment, an endowment for Orthodoxy and Hellenism. 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 emphasizes asset allocation, quantitative and qualitative evaluation, and utilizes a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Timothy Meisenheimer is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and bringing 17 years of industry experience. He has worked with LaSalle St. Investment Advisors since 2011 and with Streamline Financial since 2008. Outside of his advisory role, he is involved with Kingdom Advisors and serves on the board of Gospel Patrons, a nonprofit focused on supporting the next generation of Gospel Patrons. He also produces educational content including a podcast and coaching videos on retirement planning and generosity. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a broad client base, including high-net-worth individuals, trusts, and charitable organizations. The firm provides both non-discretionary and discretionary management programs, emphasizing a predominance of non-discretionary assets, and works with third-party managers and wrap platforms to execute investment strategies.

Marc Ordona is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Calamos Wealth Management LLC. His prior roles include positions at Morgan Stanley and Draco Capital Holdings, LLC, where he was a managing member of a private company. Ordona also holds managing member roles at private companies AIM Holdings, LLC and Draco Capital Holdings, LLC. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, and other entities. The firm employs an investment process focused on asset allocation, quantitative and qualitative evaluation, and uses a mix of individual securities, mutual funds, ETFs, and private investment funds.

Kevin Dawrant is a CFP® with seven years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior experience includes roles at LPL Financial, EFG Advisors, and ValMark Advisers. 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, offering a combination of discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a range of analytical methods and third-party managers to implement client portfolios.

Kevin Newman is a financial advisor at Ausdal Financial Partners, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Ausdal Financial Partners since 2013, including a brief tenure at Principal Securities and Principal Life Insurance in 2019. Outside of advising, he has worked as a freelance translator and is involved in insurance sales through Newman & Associates Ltd. 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 broad range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, tailoring investment strategies to clients’ objectives and risk tolerance.

Sandra Evans is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has worked at La Salle St. Securities, Inc. since 1992 and at Carrollton Bank since 1985. In addition to her advisory role, she serves as Secretary-Treasurer of Evans Farm Equipment, Inc. and is a board member of the Prairie Council of Aging. LaSalle St. Investment Advisors provides 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, with a notable emphasis on managing a predominance of non-discretionary assets.

Jared Shirk is a financial advisor at LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation with four years of industry experience. He has worked at LaSalle St. Investment Advisors since 2022 and is also involved with Capital Wealth Partners, where he engages in fixed insurance contracting. Outside of finance, he operates a mowing business. 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 management approaches and supervises third-party managers, with a notable emphasis on non-discretionary asset management.

Mitchell Thornton is a financial advisor at Northern Trust Securities, Inc. with 31 years of industry experience. He has been with Northern Trust Securities since 2010. Thornton holds Series 63, Series 65, and Series 66 designations. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts and Strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Michael Sullivan is a financial advisor at VestGen Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial LLC, Wealth Management Group, L.L.C., and Private Client Services. Outside of advising, he is an investor in Davidson's Bar & Grill, a local restaurant. 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 using a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, incorporating third-party managers and affiliate strategies in portfolio implementation.

Chase Lavery is a CFP® professional with four years of industry experience, currently affiliated with Highpoint Planning Partners. He has worked at LPL Financial and Byline Bank prior to his current role. Lavery is involved with TLC Camp, an activity he has maintained since 2014. 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 manages a wrap-fee program, utilizing fundamental analysis and multiple investment platforms to implement client portfolios.

Robyn Schneider is a financial advisor at Prairie Capital Management Group, LLC with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Prairie Capital Management Group since 2021. Her prior experience includes roles at Umb and Prairie Capital Management. Prairie Capital Management Group primarily serves high-net-worth individuals and families, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while generally not directly investing client assets for most multi-manager accounts.

Matthew Lorner is a financial advisor at Calamos Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Advisors Capital Management, Fisher Investments, TIAA-CREF, Morgan Stanley, and E*TRADE Securities. 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 includes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

Jennie Fleming is a financial advisor with HBW Advisory Services LLC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 16 years before joining HBW Advisory Services in 2021. Fleming is also a notary public and is involved with the Greater Winfield Chamber of Commerce. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach with third-party money managers and emphasizes a client servicing model that includes institutional and intermediary roles.

Regan Beaver is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, Illinois, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. since 2003. 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 and is notable for managing a predominance of non-discretionary assets compared to discretionary ones.

Ronald Feltes is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at LaSalle St. Securities LLC since 2015 and Heartland Investment Associates, Inc. since 1990. Outside of his advisory roles, he is involved in fixed insurance activities. Lasalle St. Investment Advisors provides 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 programs, with a notable emphasis on managing a predominance of non-discretionary assets.

Douglas Schaffnit is a financial advisor with Highpoint Planning Partners and holds Series 63 and Series 65 licenses. He has 43 years of industry experience and has worked at Highpoint Planning Partners since 2012, with prior roles at LPL Financial and his own firm, Schaffnit and Associates. In addition to financial advising, he is involved in selling group life, disability, and medical insurance, and provides employee benefits and property and casualty insurance services through Schaffnit and Associates. Highpoint Planning Partners 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, constructing client portfolios through fundamental analysis and utilizing multiple investment platforms and strategies.

Thomas Carroll is a CFP® with nine years of industry experience and currently serves as an advisor at Highpoint Planning Partners in Downers Grove, IL. His prior roles include positions at LPL Financial, Parkview Asset Management, Bank of America, Merrill, and Edward Jones. Carroll also has experience outside finance, including a brief tenure at Amazon.com. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, implementing investment strategies through fundamental analysis across various asset classes and utilizing multiple advisory platforms.

Victoria Vega is a CFP® and Series 66-registered advisor with eight years of industry experience. She is currently with Calamos Wealth Management LLC and Calamos Financial Services LLC, where she has worked since 2023. Her prior experience includes roles at Bank of America, N.A., Merrill, ISN, and Specialized Wealth Advisors. Vega serves as president of the Miami Seminole Club, a charitable alumni organization. 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 employs an investment process emphasizing asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, using a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

Evan Kanarek is a financial advisor at Calamos Wealth Management LLC with 16 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Connectus Wealth, Quasar Distributors, LLC, NorthCoast Asset Management, and M&T Securities, Inc. 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’s investment approach combines asset allocation, quantitative and qualitative analysis, and ongoing monitoring across a range of investment vehicles including equities, fixed income, mutual funds, ETFs, and private funds.