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, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked with LaSalle St. Securities, L.L.C. since 2003. 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 and is notable for managing a larger portion of assets on a non-discretionary basis compared to typical large enterprise advisers.

Ronald Feltes is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities LLC since 2015 and at Heartland Investment Associates, Inc. since 1990. He is also involved in fixed insurance activities. LaSalle St. Investment Advisors provides 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 emphasis on non-discretionary asset management.

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, currently serving as an investment advisor at Highpoint Planning Partners in Downers Grove, IL. His prior work includes roles at LPL Financial, Parkview Asset Management, Bank of America, Merrill, and Edward Jones. Highpoint Planning Partners serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations with discretionary asset management, financial planning, and retirement plan advisory services. The firm uses fundamental analysis to construct investment policies and employs a diversified approach across various asset classes and third-party 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.

Todd Balber is a CFP® with over 31 years of experience in financial advisory services. He has been with World Equity Group, Inc. since 1997. Outside of his primary role, he is a co-owner and partner of B&R Financial, LLC, which provides financial planning and investment advisory services along with insurance products. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a risk-tolerance questionnaire to guide asset allocation and utilizes discretionary authority granted to third-party managers and representatives for portfolio management.

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.

James Bey is a financial advisor with Independent Wealth Network, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 36 years of industry experience. His prior roles include positions at Emerson Equity LLC and Brokers International Financial Services, LLC. Outside of financial advising, Bey volunteers as an official at swim meets for USA Swimming. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, plans, estates, charitable organizations, and corporations. The firm’s advisors oversee approximately $518 million in client assets and employ a range of investment strategies, including discretionary management using third-party models and direct portfolio implementation.

Meghan Nolan is a CFP® professional with eight years of experience at Forum Financial Management, LP in Lombard, IL. She has been with the firm since 2016. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs asset-allocation models based on Modern Portfolio Theory, utilizing institutional mutual funds and ETFs, and supports other RIAs through its turn-key asset-management platform and back-office services.

Thomas Vislisel is a CFP® professional with 28 years of experience in financial advising. He is currently with Highpoint Planning Partners and previously spent 20 years at Vantage Financial Partners Limited. 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 and financial planning services, implementing client portfolios through fundamental analysis and a range of investment vehicles.

John Hicks is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Robert B. Ausdal & Co., Inc. since 2008. In addition to his advisory role, he serves as a trustee executing trust assets. 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, providing both discretionary and non-discretionary investment strategies across a range of products and account types.

Daniel Laya is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2006. Outside of his advisory role, he is a member of Corner Sports LLC, a business focused on ski and snowboard rental, tuning, and delivery. Capital Analysts serves a diverse client base including retail and institutional investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary in-house teams and non-discretionary advisor-managed models, utilizing a proprietary mutual fund screening process and providing retirement-plan advice through a nationwide network of independent advisors.

Peter Aldworth is a financial advisor with Highpoint Planning Partners who holds a Series 66 designation and has 12 years of industry experience. He has been with Highpoint since 2015 and also maintains an affiliation with LPL Financial. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and sponsor-managed wrap-fee programs, implementing portfolios through fundamental analysis across various asset classes and utilizing multiple platform solutions.

Laura Norek is a financial advisor at Forum Financial Management, LP with two years of industry experience. She holds a Series 65 designation and has worked at Forum Financial Management in various capacities since 2021. Prior to this, she was employed at Leadership Extension Consulting and Career Education Corporation. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing model portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

John Susin is a financial advisor with OneSeven in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Red Oak Capital Management, Niagara International Capital Limited, and Great Lakes Atlantic. Outside of his advisory work, he coaches a hockey team in Chicago. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach is primarily long-term with flexibility for shorter-term trading, utilizing diversified portfolios and access to alternatives and private placements.

Meggan Carroll is a CFP®-certified financial advisor with 13 years of industry experience. She has worked at JMG Financial Group Ltd since 2021 and previously spent eight years with MPS LORIA Financial Planners, LLC and Loria Financial Group LLC. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering wealth management, portfolio management, tax consulting, and retirement planning. The firm follows a planning-based, long-term investment approach supported by strategic asset allocation and employs a variety of investment vehicles including ETFs, mutual funds, equities, fixed income, and private investments.

Kenneth Valentino is a financial advisor at World Equity Group, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Patriot Capital Services, Inc. and Patriot Capital Management, Inc. since 2004. Outside his advisory role, he is involved in residential mortgage origination and serves as vice president of business development for a water filtration company. He also owns and manages an outdoor marijuana growing business in Michigan. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers managed portfolios mainly through wrap-fee programs and employs a risk-tolerance questionnaire to guide asset allocation, with discretionary management granted to third-party money managers and investment adviser representatives.

Jason Johnson is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Wells Fargo and Northwestern Mutual. Outside of his advisory work, he serves as Deputy Commissioner for USA Softball of Nevada and is involved as an assistant high school softball coach and part-time substitute teacher. 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 management programs, utilizing asset-allocation models and a range of investment vehicles, with a notable emphasis on non-discretionary assets.

Thomas Riley is a financial advisor with Capital Analysts in Schaumburg, IL, holding Series 63 and Series 65 designations and 32 years of industry experience. He has worked at Lincoln Investment Planning since 2013 and previously at Legend Advisory, LLC and Benchmark Capital Group Ltd. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.