Stephanie Carreras is a financial advisor at Calamos Wealth Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Signet Financial Management, LLC from 2016 to 2023. 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 with quantitative and qualitative analysis, using a variety of investment vehicles including individual equities, fixed income, mutual funds, ETFs, and private investment funds.

William Powell is a financial advisor with Mariner Independent, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors, where he worked for seven years. Powell is also involved with Fortitude Financial Partners, providing investment services through Mariner Platform Solutions. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a network of investment adviser representatives who offer financial planning, portfolio management, retirement consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary strategies.

Breanna Stohr is a CFP® professional at JMG Financial Group Ltd with one year of industry experience. She has previously worked at Bank of America Merrill Lynch and held various educational roles before joining JMG Financial Group. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management and portfolio management services. The firm uses a planning-based, long-term investment approach with a repeatable process and strategic asset allocation, drawing from a variety of investment vehicles including ETFs, mutual funds, and private investments.

Michael Chandler is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at firms including UBS Financial Services, Raymond James & Associates, Brewer Investment Advisors LLC, and Dogwood Capital Management, LLC, where he also serves as president. Outside of his advisory roles, Chandler is a board member of the Karen Chandler Trust, which supports cancer patients with fundraising and assistance, and he serves on the Board of Trustees for Fayetteville Technical Community College. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, institutions, and business entities, offering managed portfolios through wrap-fee programs and third-party money managers. The firm uses risk-tolerance assessments to guide asset allocation and grants discretionary authority for portfolio management, with custody and trade execution handled by Schwab & Co.

Caitlyn Karl is a Series 66-licensed financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, Illinois, bringing nine years of industry experience. She previously worked at Merrill from 2016 to 2021 before joining LaSalle St. Investment Advisors and LaSalle St. Securities in 2021. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, estates, pension plans, and charitable organizations. The firm provides both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Luke Adam is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Forum Financial Management, LP since 2019, following positions at Jones Lange LaSalle and Orbitz Worldwide. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional and corporate clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management and advisory services, including sub-advisory and back-office support for independent advisors and RIAs.

Ryan Peca is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including Origami Risk and OneStream Software. Outside of advisory work, he is involved in marketing, education, and sales of advisory and insurance services related to his firm. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on momentum, relative strength, and trend-following strategies applied to ETFs and mutual funds, supported by proprietary research and operational infrastructure.

James Coshun is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 36 years of industry experience. He has worked with LaSalle St. Securities, LLC since 2001. His professional credentials include Series 63 and Series 65 licenses. Outside of advising, he is involved in activities related to fixed annuities, life insurance, and long-term care insurance. 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 management programs and incorporates a mix of asset types, third-party manager oversight, and various advisory arrangements.

Joseph Spokas is a CFP® and PFS™ credentialed advisor with 38 years of industry experience. He has been with Forum Financial Management, LP since 2002 and is also involved with Pinnacle Wealth Management, LLC and Spokas & Associates CPAs LLC. Outside of his advisory roles, he serves on the board of Lithotype, a custom packaging materials company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, utilizing model portfolios primarily implemented with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Kimberly Spence is a CFA® charterholder with nine years of industry experience. She has worked at Merit Financial Advisors since 2026 and previously held roles at Savant Wealth Management, Savant Capital Management, and Huber Financial Advisors. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services, emphasizing long-term, diversified portfolios managed through centrally overseen models, with flexibility for advisor customization.

Scott Piggush is a financial advisor at HighPoint Planning Partners with 19 years of industry experience. He holds a Series 66 designation and has worked at HighPoint Advisor Group since 2018 and LPL Financial since 2015. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, and retirement plan advisory, constructing client investment policies through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

David Walz is a CFP® and holds a Series 65 license with 28 years of industry experience. He has worked at CGN Advisors, LLC since 2023 and previously spent 19 years at Arcadia Financial Strategies, Inc. Walz serves on the Board of Regents and Finance Committee at Concordia University Chicago. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and offers services such as educational workshops, tax-return preparation, and pension consulting.

Daniel Schlesser Jr. is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with one year of industry experience. He holds a Series 66 designation and previously worked at SageSure and Accenture. Outside of advising, he is involved with LaSalle St. Services, LLC, providing bookkeeping and accounting for commercial properties. LaSalle St. Investment Advisors offers personalized financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Ronald Shih is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior affiliations include LPL Financial, Level Four Advisory Services, New England Securities, and Osaic FA, Inc. He is also involved in fixed insurance sales through multiple agencies in Rosemont, Illinois. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor of a wrap-fee program, employing fundamental analysis and multiple platform solutions to construct and implement client investment policies.

Andrew Mccausland is a CFP® and ChFC® with 37 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2012 and also serves as President and Financial Advisor of The McCausland Group, where he provides financial planning, analysis, and advice. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. 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.

Douglas Swanson is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with eight years of industry experience. He holds a Series 65 designation and has been associated with Zoller, Swanson & Co since 2007. Outside of his advisory work, Swanson is involved in tax preparation services and operates a financial coaching business focused on prioritizing financial goals. 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, with a notable emphasis on non-discretionary asset management.

Robert Karstenson is a financial advisor with Ausdal Financial Partners, Inc. in Palatine, IL, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Ausdal Financial Partners and operates Karstenson Financial Services since 2014. In addition to advisory work, he is licensed as an insurance sales agent, selling life, health, and accident insurance on a commission basis. Ausdal Financial Partners serves individuals, trusts, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a variety of services including advisor-managed accounts, separately managed accounts, financial planning, and brokerage and insurance products, with investment strategies tailored to each client’s goals and risk profile.

Monica Campbell is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds a Series 66 designation and has three years of industry experience. Her prior work includes roles at Securities America, Inc. and Dealer eProcess. 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 asset management.

Ursula Daley is a financial advisor at VestGen Advisors, LLC with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Commonwealth Financial Network and LPL Financial. Outside of advisory work, she is a partner in a real estate investment LLC. VestGen Advisors, LLC is a multi-team registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm employs a range of analytical methods and may utilize third-party managers or affiliate strategies to implement client portfolios.

William Goldsberry II is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Ausdal in 2020, he worked at Equitable Advisors and Axa Advisors. In addition to his advisory role, he assists advisors with insurance product sales and client insurance needs. 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 range of services including advisor-managed and separately managed accounts, financial planning, and brokerage and insurance products, with investment strategies tailored to each client's objectives and risk tolerance.