Philip Telpner is a financial advisor at Lifeworks Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase & Co. and Morgan Stanley. Philip is also dually registered with Breakout Private Wealth LLC. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with risk-based models and employs factor-based and smart-beta equity strategies, ETFs, and third-party managers, while integrating tax and accounting capabilities within its corporate group.

Charles Svoboda is a Series 65-licensed financial advisor at CoreCap Advisors with one year of industry experience. Prior to joining CoreCap Advisors, he was associated with SIS Financial Group and UBS. His role at SIS Financial Group includes insurance and annuity sales, along with providing inside sales and operational support. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to a diverse client base including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented investment approach with a long-term horizon, utilizing a variety of investment vehicles and sub-advisors to manage client portfolios.

Bradley Miller is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 credentials with 20 years of industry experience. He has worked at LaSalle St. Securities, L.L.C. since 2006. Outside of his advisory role, he serves as president of Keystone Wealth Management, Inc., a business created for tax and accounting purposes related to self-employment. 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. The firm offers both discretionary and non-discretionary asset management using a variety of investment strategies and vehicles, with a notable emphasis on non-discretionary accounts.

Sanford Prizant is a financial advisor at CG Advisory Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Asset Advisory Service since 2019, following six years at Investment Planners, Inc and IPI Wealth Management, Inc. Outside of his advisory work, Prizant serves as president of The Prizant Group Ltd, a consulting business, and works as a FINRA dispute resolution arbitrator in Chicago. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, and retirement services, utilizing proprietary model portfolios, third-party managers, and customized private equity and hedge-fund access.

Jason Briscoe is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has 24 years of industry experience. He has been with LaSalle St. Investment Advisors and LaSalle St. Securities since 2012. Outside of advising, he owns and operates a tax preparation business and an insurance agency. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm offers a variety of investment strategies and manages assets primarily on a non-discretionary basis.

Matthew Quinlan is a CFP® with eight years of industry experience, currently serving as a financial advisor at Calamos Wealth Management LLC. His prior experience includes nine years at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB. 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 emphasizes asset allocation and a mix of investment vehicles, including individual equities, fixed income, mutual funds, ETFs, and private investment funds, often leveraging its affiliated Calamos Advisors LLC as a sub-adviser.

Renee Duba is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Mutual Advisors, LLC since 2017. Her prior work includes roles at Stevens Wealth Management LLC, Bank of America, N.A., and Merrill. She serves as Treasurer and Director on the board of The Admiral at the Lake Foundation, a nonprofit retirement community, and provides management consulting as a council member for the Jordan Black Family Office. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, utilizing a combination of passive and active investment strategies tailored to client objectives.

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.

Charles Lesser is a CFP®-credentialed financial advisor at Performance Wealth with six years of industry experience. He previously worked at Balasa Dinverno Foltz LLC and EFG Advisors. He has also held roles outside of financial services, including positions at Otis Elevator Company and Illinois State University. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services. The firm employs a primarily long-term, portfolio-focused investment approach using diversified allocations of low-cost mutual funds and ETFs alongside individual securities and alternative investments.

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.