David Paske is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Saxony Securities since 2003. Outside of his advisory work, he serves as a special education teacher at Lyons Township High School. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates with a multi-team model and employs a range of investment strategies, including technical and fundamental analysis, while also offering third-party advisory services.

Michael Clark is a CFP® with 49 years of industry experience, currently affiliated with M Holdings Securities, Inc. since 2001. He has also been associated with Jamieson Financial Services, LLC for 15 years and has operated as a self-employed advisor under Clark & Ennen for 37 years. Clark serves on the Finance Council at Our Lady of Peace Parish and is a council member of the Diocesan Finance Council, providing volunteer financial advisory services. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory, with a focus on suitability-based recommendations and ongoing portfolio monitoring.

Kirk Hackbarth is a CFP®, PFS™, and Series 63 registered advisor with 16 years of industry experience. He currently works at JMG Financial Group Ltd and has previously been employed at Strategic Wealth Partners, Guidant Wealth Advisors, and Liberty Financial Group, Inc. He is based in Downers Grove, IL. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth management, portfolio management, and financial consulting. The firm employs a planning-based, long-term investment approach with strategic asset allocation and utilizes a variety of investment vehicles including ETFs, mutual funds, individual equities, fixed income, separately managed accounts, and private investments.

Michele Hansen is a financial advisor at Latitude Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Latitude Advisors since 2021, previously spending six years at Starcom Worldwide. Hansen also maintains roles with Jeffrey Lasky Financial Services, LLC and GWN Securities Inc., and is a licensed life insurance producer. 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, managing most client relationships on a discretionary basis.

David Settelmyer is a CFP® professional with 31 years of industry experience. He has been with Latitude Advisors, LLC since 2009 and also operates Settelmyer Financial, where he works as a licensed insurance agent specializing in life, health, long-term care, and annuity insurance. He has held roles at GWN Securities, Inc. and the National Senior Advisory Council since 2001. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Christopher Gruchacz is a financial advisor at Calamos Wealth Management LLC with eight years of industry experience. He has held roles at Calamos Wealth Management since 2019 and previously worked at Wells Fargo Bank from 2013 to 2019. Outside of his advisory work, he serves as Chairman of the Investment Committee and a Board of Trustee member at Barry University. 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’s investment approach emphasizes asset allocation, rigorous evaluation, and ongoing monitoring, using a diverse mix of securities and funds, including affiliated Calamos mutual funds.

Andrew Janusz is a CFA® charterholder with 11 years of experience in financial services. He is currently an advisor at OnePoint BFG Wealth Partners and has held previous roles at firms including JP Morgan, Merrill Lynch, Bank of America, and Northwestern Mutual. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management approaches using third-party managers, proprietary models, and technology integrations to support its investment and operational processes.

Kathleen Gfrorer is a CFP® with 44 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. Her career includes roles at LPL Financial LLC, Securities America, Inc., and Landmark Capital, Inc. She also serves as secretary for the Somonauk Gardens Owners Association. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services, utilizing a blend of analytical methods and third-party managers to implement portfolios.

Daniyal Ahmed is a financial advisor with Avantax Planning Partners, Inc. in Oak Brook, IL, holding a CFP® designation and Series 66 license with eight years of industry experience. His career includes roles at Cetera Wealth Services, Avantax Insurance Agency, ProEquities Inc, and Honkamp Krueger Financial Services, where he also serves as a financial associate. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisor representatives. The firm manages approximately $7.57 billion in assets for individuals, pension and profit-sharing plans, charitable organizations, and businesses, utilizing firm-designed allocation models and tax-intelligent strategies.

Jeffrey Fisher is a financial advisor at Mission Wealth Management, LP with a Series 65 credential and one year of industry experience. His prior work includes roles at Goldman Sachs and Mako Metals, along with academic experience at Indiana University. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with customized wealth management, financial planning, and portfolio management services. The firm employs a long-term investment approach using diversified asset classes and offers risk management and fiduciary services.

Jeffrey Martin is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2013. 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 provides discretionary asset management, financial planning, retirement plan advisory, and uses a multi-asset investment approach combined with third-party and LPL-sponsored platforms.

Christopher Breitenbach is a financial advisor with Highpoint Planning Partners, holding a Series 66 registration and 18 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2014. Outside of his advisory work, he is an assistant coach with the Wheaton United Soccer Club. 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 a range of investment vehicles and third-party platforms to implement client portfolios.

Bradley Doy is a financial advisor at VestGen Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and ValMark Advisers, Inc. Outside of his advisory role, he is involved in property management for an office building in Downers Grove, Illinois. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services. Their process integrates client-specific goal setting with various analytical methods and may utilize third-party managers and affiliate strategies to implement portfolios.

Logan Andersen is a CFP® professional at JMG Financial Group Ltd with three years of industry experience. Prior to joining JMG Financial Group, he held positions at Marquette Companies and Miner Enterprises, Inc., and completed his education at the University of Illinois. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management, including in-house tax consulting and private investment fund advisory. The firm employs a planning-based, long-term investment approach centered on strategic asset allocation and utilizes a variety of investment vehicles, along with operational features such as held-away account management and account aggregation tools.

Jonathon Merickel is a CFP® with 22 years of industry experience, currently serving as an advisor at Savvy. His prior roles include positions at Savant Wealth Management, Pruco Securities, Prudential Insurance Company of America, and Fidelity Brokerage Services. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm combines primarily index-based, long-term strategies with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support customized client plans.

Sean Ford is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. since 2020. His prior experience includes roles at Benjamin F Edwards & Co and First Trust Portfolios. Outside of his advisory work, he is involved with Acre Trader 160, LLC / Ashton Farm as an investor. 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. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on non-discretionary asset management.

Stuart Lasky is a financial advisor at Latitude Advisors, LLC with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Latitude Advisors in 2015, he was associated with GWN Securities, Inc. Since 2013, he has also worked as a marketing assistant for Jeffrey Lasky Financial Services LLC and holds a life and health insurance producer license. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a blend of model-based and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with ongoing portfolio oversight.

Richard Wilkens is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with seven years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Wilkens is a partner at DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a certified public accounting and business advisory firm. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services primarily to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on managing a predominance of non-discretionary assets.

William Paddor is a financial advisor at Vanderbilt Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Moloney Securities Asset Management LLC and Arlington Insurance. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and integrates retirement-plan and benefits services with advisory offerings, using a combination of fundamental, technical, and charting analysis tailored to client objectives.

Ryan Miller is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Mission Wealth Management, LP since 2023 and previously was affiliated with the University of Illinois at Urbana-Champaign and Crep Protect Ltd. Miller is also a student, a role he has held since 2013. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers tiered wealth management and financial planning services, emphasizing customized, long-term investment strategies across a broad range of asset classes and utilizes discretionary account management.