Brett Heniss is a financial advisor at Financial & Tax Architects, LLC with a Series 65 credential and one year of industry experience. Prior to joining Financial & Tax Architects, he worked at Power Home Remodeling, Penny Mustard Furnishings, Northwestern Mutual, and Raymour & Flanagan. Financial & Tax Architects provides 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 “Private Wealth Strategies” using exchange-traded funds, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

John Martin is a financial advisor with Forum Financial Management, LP in Lombard, IL. He holds a Series 65 designation and has experience working at Forum Financial Management and BMO, as well as in roles at the Plainfield Park District and the University of Illinois. Forum Financial Management, LP provides investment advisory and related services to a diverse client base including 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 discretionary portfolio management, financial planning, and back-office support to independent advisors and RIAs.

Christopher Buti is a CFP® professional with 27 years of experience in the financial industry. He has been with Ausdal Financial Partners, Inc. since 2015. Outside of his advisory role, he is involved in insurance sales and wealth management through his work with BCH INSURE, LLC and BCH WEALTH MANAGEMENT. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of investment advisory programs, retirement plan services, and financial planning.

Christopher Burke is a financial advisor at Apollon Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA. He also serves as Managing Partner at Podesta Capital Advisors, an Illinois registered investment advisory firm. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed strategies with locally managed portfolios and offers a broad range of investment options, including ESG models and Direct Indexing with tax management overlays.

Stephen Meskan is a financial advisor with CL Wealth Management LLC in Chicago, IL, holding Series 63 and Series 66 licenses and 35 years of industry experience. He has worked at firms including Meskan Capital, Cabot Lodge Securities LLC, Purshe Kaplan Sterling Investments, Inc., FourStar Wealth Advisors, LLC, and Feltl & Company. He is president of Meskan Capital, where he focuses on evaluating and educating clients about 1031 exchanges. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio advisory services, financial planning, third-party manager referrals, and client education, using tailored investment strategies based on fundamental and technical analysis.

David Lecinski is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding a Series 65 designation and three years of industry experience. Prior to joining Highpoint Advisor Group, he worked in mortgage lending roles and the automotive industry. Highpoint Advisor Group serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and sponsors wrap-fee programs, using fundamental analysis to construct diversified portfolios across various asset classes.

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 with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with LaSalle St. Securities, L.L.C. since 2006. In addition to his advisory role, he is president of Keystone Wealth Management, Inc., a business created for tax and accounting benefits related to self-employment. 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 and is notable for managing a predominance of non-discretionary assets.

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 25 years of industry experience. He has been with LaSalle St. Investment Advisors and its affiliated broker-dealer since 2012. Outside of advisory work, he owns and operates a tax preparation business and an insurance agency. LaSalle St. Investment Advisors provides 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, employs asset-allocation models, and manages a substantial portfolio with a predominance of non-discretionary assets.

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 Certified Financial Planner® with 37 years of experience in the financial services industry. She has been with Mutual Advisors, LLC since 2017 and previously worked at Stevens Wealth Management LLC, Bank of America, and Merrill. She serves as Treasurer and Director on the board of The Admiral at the Lake Foundation, a nonprofit retirement community. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering a range of active and passive investment strategies.

Richard Pawelko is a financial advisor at JMG Financial Group Ltd with 31 years of industry experience. He holds the CFA® and PFS™ designations and has been with JMG Financial Group since 1987. 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 that emphasizes strategic asset allocation and uses a variety of investment vehicles, including ETFs, mutual funds, equities, fixed income, and alternative investments.

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 with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and eight years of industry experience. Her career includes roles at Osaic Advisory Services, Arbor Point Advisors, and Carson Group Partners. Outside of advisory work, 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 offers 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 provides both non-discretionary and discretionary investment management options and manages a substantial 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 two years of industry experience. She holds the Series 65 designation and has been with Advance Capital Management since 2022. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations, focusing on financial planning and portfolio management using mutual funds and ETFs. The firm employs a structured investment process with a Recommended List and model portfolios tailored to clients' needs, utilizing independent managers and discretionary oversight.

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.