Tyler Vandermeer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at FBL Financial Group, Farm Bureau Financial Services, and Country Capital Management Company. He is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and delivers a range of managed solutions tailored to client needs.

Geno Del Boccio is a Series 65 licensed advisor with First Advisors National, LLC, based in Elmwood Park, IL, and has one year of industry experience. His background includes roles in event production and trading firms. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, utilizing third-party money managers and combining tactical and strategic asset allocation with fundamental analysis.

Jeffrey Heilman is a financial advisor at Ausdal Financial Partners, Inc. in Midlothian, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Ausdal Financial Partners since 2009. Outside of his advisory role, he is licensed in life insurance sales, an activity he has been involved with since 1992. 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 about 152 advisors. 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 services.

Kathryn Edwards is a CFP® with 17 years of experience in financial advisory services. She is currently a partner at P&M Holding Group, LLP and has been with Plante Moran Financial Advisors since 2008. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management.

Matthew Spokas is a financial advisor at Forum Financial Management, LP in Lombard, IL, holding a Series 65 credential with four years of industry experience. He has worked at Forum Financial Management since 2019 and is also involved with Spokas & Associates CPAs LLC, where he has been active for over 15 years. Outside of advising, he serves as treasurer for Forum Administrative Services and manages several private investment-related and non-investment-related entities. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers sub-advisory and back-office services primarily to independent advisors and RIAs.

Michelle Juras is a ChFC® credentialed financial advisor with 20 years of industry experience. She is currently with HighPoint Planning Partners and has held positions at LPL Financial and MassMutual. 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 provides discretionary asset management and comprehensive financial planning utilizing fundamental analysis and a range of investment vehicles, including mutual funds, ETFs, individual securities, and third-party platforms.

Calvin Rowland is a financial advisor with HighPoint Planning Partners who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He previously worked at Prudential Financial Planning Services, The Prudential Insurance Company of America, and Pruco Securities, LLC from 2016 to 2024 before joining HighPoint Advisor Group and LPL Financial. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management, utilizing fundamental analysis and a range of investment vehicles including mutual funds, ETFs, equities, debt securities, REITs, and third-party platforms.

James Chase Jr. is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked with HighPoint Advisor Group since 2018 and previously with Level Four Advisory Services and LPL Financial. Outside of his advisory roles, he is involved in non-investment activities including retail work at farmers markets and a home-based solar energy business. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, constructing client investment policies through personal consultations and implementing diversified portfolios with fundamental analysis across various asset classes, utilizing both proprietary and third-party platforms.

Mitchell Despinich is a financial advisor at Private Client Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Client Services since 2010. Prior to that, he was with Nationwide Securities, LLC and 1717 Capital Management Company. He also sells insurance products including life, disability, long-term care, and health coverage through his financial services practice. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm employs a discovery-driven process focused on risk profiling and tailored platform selection, offering a range of advisory services through multiple investment platforms.

Robert Hamer is a financial advisor at Stratos Wealth Advisors LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, Sunset Partners Capital Management, and Asset Management Group LTD. Stratos Wealth Advisors serves individual and institutional clients through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to client goals.

Srbo Radisavljevic is a CFP® with 29 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. He has held advisory roles at KRD Wealth Management LLC and Strategic Edge Wealth Management, LLC, among others. In addition to his advisory work, he operates as an independent insurance agent through his sole proprietorship. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolio management with a focus on asset allocation and long-term purchasing-power preservation, utilizing a range of investment vehicles and ongoing account monitoring.

Andrew Adams is a wealth advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at firms including Triad Advisors and Waddell & Reed Inc. He is based in Chicago, IL. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and plan sponsors. The firm uses a combination of internal management, affiliated platforms, and independent managers to construct portfolios focused on long-term fundamental analysis and offers ERISA-compliant services for retirement plans.

Bradley Steinman is a CFP® with five years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. Prior to joining Waverly in 2024, he worked at StrategIQ Financial Group, LLC and Personal Financial Planning, Inc. He also has experience as a public defender for Marion County. Outside of advisory work, he is involved with StrategIQ Tax and Business Services, LLC, which provides tax return preparation. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, integrating traditional and alternative investment strategies.

James Noe is a financial advisor with Capital Analysts in Lombard, Illinois, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

John Campbell is a financial advisor with Calamos Wealth Management LLC in Naperville, IL, holding Series 65, 63, and 66 licenses and bringing 30 years of industry experience. He has previously worked at U.S. Bancorp Investments, U.S. Bank, Equitable Advisors, VOYA Financial Advisors, and Merrill. 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 employs a disciplined investment process that includes asset allocation, quantitative and qualitative evaluation, and the use of various investment vehicles, often incorporating affiliated Calamos funds and specialized sub-advisers.

David Kujawa is a CFP® and ChFC® financial advisor with 20 years of industry experience. He is affiliated with Highpoint Planning Partners and has worked with HighPoint Advisor Group, LLC and LPL Financial for over a decade. Outside of his advisory work, he is involved in the sale of fixed insurance products through his agency and collects watches as a non-investment related activity. 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 portfolios through fundamental analysis and a range of investment vehicles while utilizing multiple advisory platforms.

David Anderson is a Series 65 licensed advisor at Financial & Tax Architects, LLC with one year of industry experience. His prior roles include positions at Butler Brothers, Wolverine Trading, UMB Bank, and State Street. Outside of his advisory work, he provides security services for the Chicago Cubs. Financial & Tax Architects offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary investment strategies utilizing ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Benjamin Sevcik is a CFP® and PFS™ with 12 years of industry experience, currently serving at Forum Financial Management, LP since 2014. He is also a partner at Forum Tax and Accounting Services LLC, where he provides accounting and tax preparation services. Forum Financial Management, LP offers 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, employing institutional mutual funds and ETFs, and provides turnkey asset-management and back-office services to other RIAs.

John Michalak is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Harbour Investments in 2023, he worked for Chicago Investment Advisory Council and J.W. Cole Financial, Inc. Michalak is also involved in the sale of fixed insurance and annuity products through various insurance carriers. Harbour Investments serves individual clients, trusts, pension and 401(k) plans, and institutional and corporate entities. The firm offers portfolio management, financial planning, and a range of investment approaches tailored to advisors and clients, including use of third-party managers and multiple execution platforms.

Michelle Weindruch is a CFP® professional with 15 years of experience in the financial advisory industry. She has been with Forum Financial Management, LP since 2012 and previously worked at Pinnacle Wealth Management, LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. She holds Series 63 and Series 65 licenses. Forum Financial Management, LP 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 and offers a range of portfolio management and advisory services, including sub-advisory and back-office support for independent advisors and RIAs.