Richard Pawelko is a CFA® and PFS™ credentialed advisor with over 31 years of experience. He has been with JMG Financial Group, Ltd. since 1987. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting when requested. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors and employs a strategic asset allocation approach overseen by an investment committee.

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 at LaSalle St. Investment Advisors, L.L.C. She holds a Series 66 designation and has seven years of industry experience. Her prior work includes roles at Osaic Advisory Services, Arbor Point Advisors, and CWM, LLC dba Carson Group Partners. Outside of advisory services, 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 serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs both active and passive investment strategies across a range of asset classes and is notable for managing a large portion of assets on a non-discretionary basis.

Megan De Jong is a financial advisor at Advance Capital Management Inc with one year of industry experience. She holds a Series 65 credential and has been with Advance Capital Management since 2022. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee that manages model portfolios and offers services such as direct indexing, alternative investments, and crypto-related strategies.

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.

Christa Madison is a CFP® and Series 63 licensed advisor at Ascentis Independent Advisors, LLC with two years of industry experience. Her prior roles include positions at Curi RMB Capital, Sebold Capital Management, Americana Financial Group, MML Investors Services, Inc., and MassMutual Financial Group. Outside of advising, she is involved as a soccer referee and partners with family members in a craft show business called Loom Designs. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing portfolios constructed from diverse public and private securities that are actively monitored and rebalanced.

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® professional with 16 years of industry experience. He is currently with JMG Financial Group, Ltd. and previously worked at Ameriprise and Ameriprise Financial Services, Inc. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management, financial advisory, retirement plan consulting, and tax consulting services. The firm uses a strategic asset allocation approach overseen by an investment committee and manages approximately $6.36 billion in assets across a team of 64 advisors.

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. He holds the Series 66 designation and has 17 years of industry experience. He has been with LaSalle St. Investment Advisors and its affiliated firm since 2011 and also maintains a role at Streamline Financial. Outside of his advisory work, he is involved with Gospel Patrons, a nonprofit focused on supporting the next generation of Gospel Patrons, and produces educational content including a podcast and coaching videos related to retirement planning and generosity. 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 multiple asset classes and is notable for managing substantially more assets on a non-discretionary basis than discretionary.

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 at LaSalle St. Investment Advisors, L.L.C. with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at La Salle St. Securities, Inc. since 1992 and Carrollton Bank since 1985. Outside of her advisory roles, 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 serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a variety of portfolio management services. The firm employs both passive and active investment strategies across multiple asset classes and manages a substantial amount of assets primarily through non-discretionary arrangements.

Jared Shirk is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and four years of industry experience. His work history includes roles at LaSalle St. Investment Advisors, Capital Wealth Partners, and LaSalle St. Securities, among others. Outside of advisory work, he is involved in fixed insurance contracting through Capital Wealth Partners and operates a mowing business. 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 using mutual funds, ETFs, equities, fixed income, options, and alternative vehicles, offering both discretionary and non-discretionary management.

Stephen Dudas is a financial advisor at World Equity Group, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked at several firms including Insigneo Advisory Services, Securities America Advisors, and Triad Advisors. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm offers portfolio management, financial planning, and access to third-party managers, utilizing a combination of model-based and customized investment approaches.

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 at HighPoint Planning Partners with four years of industry experience. He has worked at LPL Financial and Byline Bank and is involved with TLC Camp, a community organization he has supported since 2014. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering discretionary asset management and financial planning. The firm builds client investment policies through personal consultation and uses a range of investment vehicles and third-party platforms to implement portfolios.