Terrance Gaertner is a CFP® professional with 41 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2009. He holds a Series 63 license and is based in Park Ridge, IL. Outside of his advisory role, he is involved in term life insurance sales with various carriers on a commission basis. 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, utilizing a range of investment strategies and custodial platforms.

Paul Wong is a CFP® professional with 29 years of experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 1997. He holds Series 63 and Series 65 licenses and acts as Treasurer and Committee Member of the Mission Related Investment Committee at Grace Church. Wong also provides cash flow analysis to clients and serves as a trustee to family trust accounts. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies across various asset classes and offers both discretionary and non-discretionary management, with a notable emphasis on non-discretionary assets.

Kyle Buffo is a CFP® with 11 years of industry experience and currently serves as a financial advisor at Mission Wealth Management, LP. His prior experience includes roles at LPL Financial LLC, Cadaret Grant & Co., Inc., and Q3 Advisors LLC. In addition to his advisory career, he is a self-employed musician. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm employs a tiered, customized service model and emphasizes long-term investment strategies using ETFs, institutional mutual funds, individual securities, and alternative investments.

John Berger is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LaSalle St. Investment Advisors since 2000 and has worked with La Salle St. Securities, Inc. since 1991. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management, offering both non-discretionary and discretionary asset management through a variety of investment strategies and third-party manager arrangements.

Maxwell Cinnamon is a financial advisor at HighPoint Planning Partners with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, SA Piggush Financial Consultants, and State Bank of Herscher. Outside the advisory role, he is also a licensed insurance agent involved in insurance sales and implementation. HighPoint Advisor Group serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering services such as discretionary asset management and financial planning. The firm employs a personalized investment approach using fundamental analysis and utilizes multiple platform options, including LPL-sponsored programs, to deliver advisory services.

David Frohlichstein is a CFP® professional with 39 years of experience in the financial industry. He has been with Ausdal Financial Partners, Inc. since 2009 and also operates Frolicstein Financial, a financial advisory business he has managed since 1999. In addition to his advisory work, he has been a self-employed professional musician for over 50 years. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of investment advisory programs and financial planning services, utilizing both discretionary and non-discretionary strategies across various asset classes and account types.

David Paske is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Saxony Securities since 2003. Outside of his advisory work, he serves as a special education teacher at Lyons Township High School. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates with a multi-team model and employs a range of investment strategies, including technical and fundamental analysis, while also offering third-party advisory services.

Kirk Hackbarth is a CFP® and PFS™ credentialed advisor with 16 years of industry experience. He is currently with JMG Financial Group LTD and has previously worked at Strategic Wealth Partners, Guidant Wealth Advisors, and Liberty Financial Group, Inc. 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 offers services including in-house tax consulting, private investment fund advice, and held-away account management.

Matthew Fitzgerald is a financial advisor with Altitude Capital Management LLC in St. Charles, IL, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Brighthouse Financial and Invesco Advisers, Inc. Outside of advising, he is an equity partner in a rental property business. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm customizes strategies based on client objectives and risk tolerance, managing accounts through a multi-team structure while employing approaches such as asset allocation and technical analysis.

Christopher Gruchacz is a financial advisor at Calamos Wealth Management LLC with eight years of industry experience. He has held roles at Calamos Wealth Management since 2019 and previously worked at Wells Fargo Bank from 2013 to 2019. Outside of his advisory work, he serves as Chairman of the Investment Committee and a Board of Trustee member at Barry University. 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 approach emphasizes asset allocation, rigorous evaluation, and ongoing monitoring, using a diverse mix of securities and funds, including affiliated Calamos mutual funds.

Andrew Janusz is a CFA® charterholder with 11 years of experience in financial services. He is currently an advisor at OnePoint BFG Wealth Partners and has held previous roles at firms including JP Morgan, Merrill Lynch, Bank of America, and Northwestern Mutual. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management approaches using third-party managers, proprietary models, and technology integrations to support its investment and operational processes.

Kathleen Gfrorer is a CFP® with 44 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. Her career includes roles at LPL Financial LLC, Securities America, Inc., and Landmark Capital, Inc. She also serves as secretary for the Somonauk Gardens Owners Association. 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 discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services, utilizing a blend of analytical methods and third-party managers to implement portfolios.

Daniyal Ahmed is a financial advisor with Avantax Planning Partners, Inc. in Oak Brook, IL, holding a CFP® designation and Series 66 license with eight years of industry experience. His career includes roles at Cetera Wealth Services, Avantax Insurance Agency, ProEquities Inc, and Honkamp Krueger Financial Services, where he also serves as a financial associate. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisor representatives. The firm manages approximately $7.57 billion in assets for individuals, pension and profit-sharing plans, charitable organizations, and businesses, utilizing firm-designed allocation models and tax-intelligent strategies.

Jeffrey Fisher is a financial advisor at Mission Wealth Management, LP with a Series 65 designation and one year of industry experience. He previously worked at Goldman Sachs and Mako Metals, and completed his education at Indiana University. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion, serving high-net-worth individuals, families, and institutional clients such as non-profits and pension plans. The firm offers personalized wealth management, financial planning, and institutional retirement services, employing a tiered service model and emphasizing long-term investment strategies across a variety of asset classes.

Jeffrey Martin is a financial advisor at HighPoint Planning Partners with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with HighPoint and LPL Financial since 2013. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a broad client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a primarily fundamental analysis-based investment approach across a variety of asset types.

Ryan Kelly is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and three years of industry experience. His background includes roles with the Cicero and Chicago Fire Departments, where he has served since 2020. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for around 29,615 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, employing tailored asset allocations and a broad set of investment products.

Christopher Breitenbach is a financial advisor with HighPoint Planning Partners and holds a Series 66 designation. He has 18 years of industry experience and has been with HighPoint Planning Partners and LPL Financial since 2014. Outside of his advisory role, he serves as an assistant coach with the Wheaton United Soccer Club. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across a variety of securities and custodial platforms.

Bradley Doy is a financial advisor at VestGen Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and ValMark Advisers, Inc. Outside of his advisory role, he is involved in property management for an office building in Downers Grove, Illinois. 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, offering discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services. Their process integrates client-specific goal setting with various analytical methods and may utilize third-party managers and affiliate strategies to implement portfolios.

Logan Andersen is a CFP® professional with experience at JMG Financial Group LTD since 2022. Prior to joining JMG, he worked at Marquette Companies and has experience in educational roles, including at the University of Illinois and Burlington Central High School. JMG Financial Group provides comprehensive wealth management services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm follows a planning-based investment approach with an emphasis on strategic asset allocation and offers a range of investment options alongside tax consulting and private investment advising.

Sean Ford is a CFP® and CFA® with nine years of industry experience. He is currently with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2020, and also works with Streamline Financial Services. His prior experience includes roles at Benjamin F Edwards & Co and First Trust Portfolios. Outside of his advisory role, he is involved with Acre Trader 160, LLC / Ashton Farm Investor. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a range of portfolio management services. The firm employs both active and passive investment strategies across multiple asset classes and is notable for its predominance of non-discretionary assets and use of fee-sharing and co-advisor arrangements.