Christopher Jahntz is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Mid America Financial Inc since 1989 and Harvest Investment Services, LLC from 2012 to 2018. Outside of financial services, Jahntz is involved in music production and performance as a recording artist and producer. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, utilizing a combination of third-party money managers and individual securities to implement discretionary portfolio strategies.

Robert Batutis II is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds a Series 66 designation and has been with Ausdal since 2017. In addition to his advisory role, he owns and operates MBC Insurance Group, where he sells individual health, life, and senior market insurance products. 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 a diverse client base, including high-net-worth individuals, trusts, corporations, pension plans, and charitable organizations.

David Berendt is a Series 66-licensed financial professional with three years of industry experience, currently with Capital Analysts and formerly with Lincoln Investment. He has additional involvement as a small groups coach with the Boomerang Project, where he teaches educators to facilitate mentoring programs for high school students. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment team, with a range of advisory services including custom portfolios and third-party manager access.

Daniel Mccabe is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Highpoint Advisor Group, LLC (DBA McCabe Financial Group) and LPL Financial since 2013. HighPoint Advisor Group serves a diverse client base including individuals, high-net-worth clients, 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 and manager of a wrap-fee program, utilizing a variety of investment strategies and third-party platforms.

Frank Vandy is a financial advisor at Spire Wealth Management, LLC in Aurora, IL, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously worked at LPL Financial for 10 years before joining Spire Investment Partners in 2021. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a diverse range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm offers financial planning, manager-of-managers programs, and access to separately managed portfolios, supported by proprietary risk overlays through its affiliate Corbett Road Capital Management.

Paul Draniczarek is a financial advisor at Forum Financial Management, LP with 16 years of industry experience. He holds a Series 65 designation and has operated his own tax and accounting firm, Paul R. Draniczarek, Ltd., since 1988, where he provides financial statement preparation and tax services. He has been with Forum Financial Management since 2012. Forum Financial Management, LP offers 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, implementing model portfolios primarily with institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Juliette Romeo is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with LaSalle St. Securities, LLC since 2003. Outside of her advisory work, she practices law and tax preparation. 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, emphasizing a predominance of non-discretionary assets under management.

Carla Reilly is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked with firms including LPL Financial, Level Four Advisory Services, and U.S. Bancorp Investments. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and comprehensive financial planning, constructing investment policies through personal consultation and implementing diversified portfolios using fundamental analysis and a range of investment vehicles.

Brandon Harwell is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and 13 years of industry experience. He has been affiliated with Cornerstone Securities, Crown Capital Securities, and TJ Stearns, Inc. for over a decade. Harwell is also involved as president and investment advisor of BCH Tactical L.P., a hedge fund designed to serve higher net worth clients. 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 advisory services including managed accounts, third-party manager access, and financial planning, with investment strategies tailored at the advisor level to client objectives and risk profiles.

Stephen Perl is a financial advisor with Calamos Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Calamos Wealth Management since 2014 and has concurrently worked at Calamos Financial Services LLC since 2008. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment process includes idea sourcing, quantitative and qualitative evaluation, portfolio construction, and ongoing monitoring by an Investment Committee, often recommending affiliated Calamos Funds and investment vehicles.

Eric Berkowitz is a CFP® professional with six years of experience at JMG Financial Group Ltd in Downers Grove, IL. He has been with JMG since 2016 across various roles. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management, in-house tax consulting, and private investment fund advisory. The firm uses a planning-based, long-term investment approach focused on strategic asset allocation and employs a variety of investment vehicles including ETFs, mutual funds, equities, fixed income, and alternatives.

Nirav Batavia is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Forum Financial Management, LP since 2014. He is also the manager of Owl Technologies, LLC, a technology development and licensing company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also acting as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm uses a Modern Portfolio Theory approach, primarily implementing portfolios with DFA institutional mutual funds and ETFs, and manages approximately $9 billion in assets.

Matthew Tucek is a financial advisor with Highpoint Planning Partners, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Morgan Stanley, Apple Inc., and Old Second National Bank. Outside of finance, he owns Creme Design Studios LLC, a graphic design business. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as various institutional entities, offering discretionary asset management and financial planning. The firm uses a consultative approach to develop personalized investment policies and employs a range of investment vehicles and third-party platforms to deliver advisory services.

Michael Bellah is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with JMG Financial Group Ltd and has previously worked at Cambridge Investment Research Advisors, Wealth Planners, LLC, and Northern Trust Company. 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 with strategic asset allocation, utilizing a range of investment vehicles and offering specialized features such as held-away account management and tax-aware strategies.

Donald Larsen IV is a CFP® and holds a Series 65 license with 19 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC, having previously worked at BKD Wealth Advisors, LLC for 16 years. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, managing approximately $12 billion in assets.

Nicole Campbell is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has worked at Forum Financial Management, LP since 2014, currently serving as an advisor at the firm’s Lombard, Illinois office. 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 acts as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Colin Perry is a financial advisor at Forum Financial Management, LP with one year of industry experience. He holds a Series 65 designation and has prior experience with PR Wealth Management Group and self-employment. Forum Financial Management provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily implementing these models with institutional mutual funds and ETFs, and offers a range of services including portfolio management, financial planning, and back-office support for independent advisors and RIAs.

Jerome Bellm is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 registrations and 34 years of industry experience. He has been with Highpoint Advisor Group, also known as Midwest Family Wealth Management, since 2014 and has worked with LPL Financial for over 15 years. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities with services including discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management. The firm uses fundamental analysis and diversified investment approaches, leveraging both internally managed and third-party platforms to meet client needs.

Brendan Feeney is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding a Series 66 designation and two years of industry experience. His background includes roles at LaSalle St. Securities and involvement with IHSA/USA Lacrosse. Lasalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary management approaches, using a diversified mix of investment products and third-party manager oversight.

Steven Ostrander is a financial advisor at Highpoint Planning Partners with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Highpoint Planning Partners since 2012. Outside of his advisory role, he provides insurance illustrations and products for term life, long-term care, and disability insurance through Leaders Partners. Highpoint Planning Partners 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 and financial planning services, constructing investment policies through personal consultations and implementing portfolios using fundamental analysis across a range of securities and third-party platforms.