David Berendt is a financial professional at Capital Analysts with three years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Investment since 2023. Outside of his advisory role, he serves as a small groups coach for the Boomerang Project, teaching educators how to facilitate a mentoring program for high school students. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and uses an in-house Investment Management & Research team to guide its investment decisions.

Daniel Mccabe is a financial advisor at HighPoint Planning Partners with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has been with HighPoint Advisor Group, LLC (doing business as McCabe Financial Group) and LPL Financial since 2013. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across a variety of securities and program solutions.

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 credentials and bringing 39 years of industry experience. She has been with LaSalle St. Securities, LLC since 2003. Outside of her advisory role, she practices law and tax preparation. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary management approaches.

Carla Reilly is a financial advisor with HighPoint Planning Partners who holds Series 63 and Series 66 licenses and has 26 years of industry experience. Her prior work includes roles at LPL Financial, Level Four Advisory Services, and U.S. Bancorp Investments. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach across a variety 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 the firm since 2016 in various capacities. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth and portfolio management along with tax consulting and advisory services on private investment funds. The firm employs a planning-based, long-term investment approach that emphasizes strategic asset allocation and tactical adjustments overseen by an investment committee.

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 and holds Series 65 and Series 63 licenses. He has one year of industry experience and previously worked 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, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, and retirement plan advisory, employing fundamental analysis and a variety of investment vehicles to construct client portfolios.

Michael Bellah is a CFP® with seven years of experience in the financial services industry. He is currently with JMG Financial Group, Ltd. and has previously worked at Cambridge Investment Research Advisors and Northern Trust Company. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities with discretionary investment management, financial advisory, retirement plan consulting, and tax consulting services. The firm manages approximately $6.36 billion in assets and employs a strategic asset allocation approach overseen by an investment committee, utilizing a range of investment vehicles including ETFs, mutual funds, individual equities, and private funds.

Chad Tuneberg is a financial advisor at World Equity Group, Inc. with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has been with World Equity Group since 2009. Outside of his advisory role, Tuneberg serves as an alderman for the City of Rockford’s 3rd Ward and acts as a liaison to the Rockford Area Venues & Entertainment Authority. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers managed portfolio solutions through its wrap-fee programs, utilizing third-party money managers with discretionary authority to invest, allocate, and rebalance client accounts based on risk tolerance.

Daniel Peltier is a financial advisor at CL Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cabot Lodge Securities, SB Advisory, and Raymond James & Associates. CL Wealth Management LLC serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers portfolio advisory services, financial planning, and access to the Envestnet platform, tailoring investment strategies through fundamental and technical analysis combined with custom model portfolios and ongoing monitoring.

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 a Series 65 designation. He has been in the industry since 2022, with prior experience at PR Wealth Management Group and self-employment. 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 services including financial planning, retirement-plan advisory, and sub-advisory solutions to independent advisors and RIAs.

Jerome Bellm is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked with HighPoint Advisor Group dba Midwest Family Wealth Management since 2014 and has been affiliated with LPL Financial since 2011. 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, financial planning, retirement plan advisory, and sponsors a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles across multiple platforms.

Brendan Feeney is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with a Series 66 credential. His professional background includes roles in a variety of industries such as manufacturing, healthcare, education, and trading. He is also involved with IHSA/USA Lacrosse since 2023. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering fee-based financial planning and portfolio management services. The firm employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative vehicles, with a notable emphasis on non-discretionary asset management.

Steven Ostrander is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with HighPoint Planning Partners and affiliated with LPL Financial since 2012. Outside of advisory work, he provides insurance illustrations and products related to term life, long-term care, and disability insurance through Leaders Partners. HighPoint Advisor Group offers discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and emphasizes individualized investment policies with continuous monitoring and formal annual reviews.