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.

James Ward Sr. is a financial advisor with Latitude Advisors, LLC and holds Series 63 and Series 65 credentials. He has 32 years of industry experience and has been with Latitude Advisors since 2010. In addition to his advisory role, he has been involved with JVJ Business Enterprises, Ltd. since 1983, providing consulting, tax preparation, and insurance sales services. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, primarily on a discretionary basis.

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.

Timothy Funke is a CFA® charterholder with 10 years of experience in financial services. He currently works at OnePoint BFG Wealth Partners and previously spent nine years at Northwestern Mutual Wealth Management Company and related entities. Funke serves as a finance council member at St. Francis Xavier Church. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management approaches using third-party managers and proprietary models while integrating technology and operational outsourcing into its service model.

Ryan O'Connor is a financial advisor with Advisory Alpha, LLC, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Gradient Advisors, AE Wealth Management, and managing O'CONNOR Wealth Management. He is also co-owner of Naser & O'Connor Wealth Management and involved in insurance services through John O'Connor and Associates, LLC. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning, specialty retirement-plan solutions, and subadvisory services. The firm employs a centralized Investment Team that uses a fund-of-funds approach with factor-based equity strategies, structured-product allocations, and fixed income solutions, typically managing portfolios on a discretionary basis.

Lawrence Kimmel Jr. is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. He holds a Series 66 designation and has worked at Harbour since 2018, following nine years at Ausdal Financial Partners and over three decades running his own CPA and tax preparation firm. He also maintains an active role as president of Lawrence J. Kimmel, P.C., providing accounting and tax services. Harbour Investments offers investment advisory and financial planning services to a diverse client base including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to develop customized investment strategies and provides various portfolio management and model-based solutions.

Samuel Lee is a CFP® with 12 years of industry experience and currently serves at Highpoint Planning Partners. His prior experience includes roles at Kovack Advisors, Financial Engines Advisors, Bank of America, and Merrill. Highpoint Planning Partners serves a range of clients including individuals, pension plans, trusts, and corporate entities, offering services such as discretionary asset management, financial planning, and retirement plan advisory. The firm employs fundamental analysis to construct client investment policies and utilizes various platforms to deliver consolidated advisory services.

Michael Seidler is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked previously at Bankers Life and Bankers Life Securities, and currently also serves as an associate and investment advisor representative at Burling Wealth Advisors Inc. in addition to his role at Gradient Advisors. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of investment advisor representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio construction.

Cole Swearingen is a CFP® professional at Brookstone Capital Management LLC with four years of industry experience. He has worked at Franklin Wealth Advisors, RMB Capital, and Prizm Financial Advisors. Outside of finance, he owns and operates a small business raising beef cows, selling meat cuts directly to consumers. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Michael Dahill is a financial advisor with Kestra Advisory in Burr Ridge, IL, holding a Series 66 designation. He has less than one year of industry experience, with prior roles including time at BlueLake Wealth Advisors, LLC and Heartland Bank and Trust Company. He has also worked at Edgewood Valley Country Club while completing his education. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving a range of clients from large institutional investors to sovereign wealth funds.

Benjamin Parker is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Outside of finance, he has been involved in music instruction through his business, Ben Parker Music Instruction, since 2009. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supporting a large network of advisors with back-office and turnkey asset management platform services.