Sanford Prizant is a financial advisor at CG Advisory Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Asset Advisory Service since 2019, following six years at Investment Planners, Inc and IPI Wealth Management, Inc. Outside of his advisory work, Prizant serves as president of The Prizant Group Ltd, a consulting business, and works as a FINRA dispute resolution arbitrator in Chicago. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, and retirement services, utilizing proprietary model portfolios, third-party managers, and customized private equity and hedge-fund access.

Jason Briscoe is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has 25 years of industry experience. He has been with LaSalle St. Investment Advisors and its affiliated broker-dealer since 2012. Outside of advisory work, he owns and operates a tax preparation business and an insurance agency. LaSalle St. Investment Advisors provides 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 programs, employs asset-allocation models, and manages a substantial portfolio with a predominance of non-discretionary assets.

Matthew Quinlan is a CFP® with eight years of industry experience, currently serving as a financial advisor at Calamos Wealth Management LLC. His prior experience includes nine years at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB. 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 emphasizes asset allocation and a mix of investment vehicles, including individual equities, fixed income, mutual funds, ETFs, and private investment funds, often leveraging its affiliated Calamos Advisors LLC as a sub-adviser.

Richard Pawelko is a financial advisor at JMG Financial Group Ltd with 31 years of industry experience. He holds the CFA® and PFS™ designations and has been with JMG Financial Group since 1987. JMG Financial Group provides wealth management, portfolio management, and financial consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach that emphasizes strategic asset allocation and uses a variety of investment vehicles, including ETFs, mutual funds, equities, fixed income, and alternative investments.

Kurt Anderson is a CFP® with 24 years of industry experience, currently serving at Pure Financial Advisors, LLC. His prior roles include positions at Fairhaven Wealth Management, Voyage Financial Group, Linsco/Private Ledger, and LPL Financial. He holds Series 63 and Series 66 licenses. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is planning-centered and incorporates modern portfolio theory, tax-aware strategies, and the use of sub-advisers to manage specialized portfolio sleeves.

Jacqueline Bulava is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and eight years of industry experience. Her career includes roles at Osaic Advisory Services, Arbor Point Advisors, and Carson Group Partners. Outside of advisory work, she is an independent life insurance agent and serves as Director of Operations for The Bulava Group, a real estate sales business. LaSalle St. Investment Advisors offers 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 provides both non-discretionary and discretionary investment management options and manages a substantial portion of assets on a non-discretionary basis.

Charles Lesser is a CFP®-credentialed financial advisor at Performance Wealth with six years of industry experience. He previously worked at Balasa Dinverno Foltz LLC and EFG Advisors. He has also held roles outside of financial services, including positions at Otis Elevator Company and Illinois State University. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services. The firm employs a primarily long-term, portfolio-focused investment approach using diversified allocations of low-cost mutual funds and ETFs alongside individual securities and alternative investments.

Megan De Jong is a financial advisor at Advance Capital Management Inc with two years of industry experience. She holds the Series 65 designation and has been with Advance Capital Management since 2022. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations, focusing on financial planning and portfolio management using mutual funds and ETFs. The firm employs a structured investment process with a Recommended List and model portfolios tailored to clients' needs, utilizing independent managers and discretionary oversight.

Harry Greene is a financial advisor at Altitude Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brookstone Wealth Advisors and RedHawk Wealth Advisors, Inc. Greene is also president of Greene Financial Services, Inc., where he manages indexed annuities, health, life, disability, and long-term care products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm uses a multi-team approach, tailoring strategies to client objectives and risk tolerance, and manages accounts with a mix of asset allocation, dollar-cost averaging, technical analysis, and varied purchase strategies.

Catherine Kane is a Certified Financial Planner™ and Personal Financial Specialist™ with 16 years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors, LLC since 2015 and has worked at CliftonLarsonAllen LLP since 2006, where she is also a principal. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse range of clients, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios, integrates wealth, tax, estate, and insurance professionals, and operates as both a registered broker-dealer and licensed insurance agency.

William Smith is a financial advisor at Calamos Wealth Management LLC in Naperville, IL, with one year of industry experience. He holds a Series 65 designation and previously worked at Northern Trust Asset Management and Northern Trust Corporation for a combined six years. 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 process involves asset allocation, quantitative and qualitative evaluation, vehicle selection, and ongoing monitoring, utilizing a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

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.