Jeffrey Kochan is a CFP®-designated financial advisor with HighPoint Planning Partners, bringing 11 years of industry experience. His prior roles include positions at Parkland Securities LLC and Sequoia Premier Partners, where he serves as Vice-President. He is also involved with Strategic Tax Partners, a tax preparation and accounting business in Naperville, IL. HighPoint Planning Partners provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs a variety of investment strategies across multiple asset classes, utilizing both independent managers and custodial program solutions.

John Karavouzis is a CFP® with 14 years of industry experience, currently serving as a financial advisor at JMG Financial Group LTD. His prior experience includes roles at Highpoint Advisor Group, LLC and LPL Financial, LLC. He has been with JMG Financial Group since 2018. JMG Financial Group provides wealth management, portfolio management, and consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations, employing a planning-based, long-term investment approach that incorporates strategic asset allocation and diverse investment options.

Herman Tkach is a CFP® professional at Soltis Investment Advisors, LLC with 19 years of industry experience. His prior roles include positions at Mercer Global Advisors, U.S. Bancorp Investments, U.S. Bank, and TIAA-CREF. He serves on the board of his condominium association and is a board member and endowments committee member of the Jewish United Fund of Metropolitan Chicago’s Russian Speaking Jewish Division. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans, managing approximately $13 billion in assets. The firm employs a Modern Portfolio Theory-based approach that integrates quantitative screening and qualitative manager due diligence and emphasizes ongoing client communication through regular reviews and market commentary.

Willard Einspar is a CFP® professional with 32 years of industry experience, currently practicing at HighPoint Planning Partners. He has been affiliated with HighPoint Advisor Group, LLC and LPL Financial, LLC since 2016. Einspar holds Series 63 and Series 65 licenses and is based in Downers Grove, Illinois. 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, financial planning, retirement plan advisory, and operates a wrap-fee program, implementing client portfolios through fundamental analysis across a variety of asset types and utilizing multiple third-party and proprietary platforms.

Benjamin Caruso is a financial advisor with LPL Financial and holds a Series 66 designation. He has 13 years of industry experience, with prior roles at Edward Jones, Bank of America, Merrill Lynch, MB Financial Bank, and Cetera. He is also involved with HighPoint Advisor Group, LLC, an independent registered investment advisor, where he provides investment advisory services. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory operations with insurance, lending, and other financial products.

Michael Bruno is a ChFC® with 42 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2022. His prior experience includes roles at Securities America Advisors and Invest Financial Corp. He is also president of MJB Financial Services, Inc., an insurance sales business. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services, offering both discretionary and non-discretionary asset management across a range of investment strategies.

Elana Feigenblatt is a financial advisor at CL Wealth Management LLC in Schaumburg, IL, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CL Wealth Management since 2013. She also maintains an affiliation with Cabot Lodge Securities LLC. 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 portfolio advisory services, financial planning, and client education, tailoring investment strategies using fundamental and technical analysis, custom model portfolios, and regular monitoring.

James Mcgovern is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has been with Lincoln Investment since 2012. In addition to his advisory role, he owns a fixed insurance sales business. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm employs discretionary and non-discretionary portfolio management strategies supported by an in-house Investment Management & Research team and offers a variety of advisory and model portfolio options.

Suman Sachdeva is a financial advisor at BFC Planning, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at BFC Planning since 2017, alongside roles at Securities Management and Research, Inc. and Broker Dealer Financial Services. He serves as treasurer for the Raj & Suman Sachdeva Foundation, a charity organization. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services using a range of platforms and strategies tailored by its advisors.

Raymond Velasco Sr. is a financial advisor at Kovack Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kovack Advisors since 2019, following prior roles at Opus Wealth Partners and LPL Financial. Velasco also owns RVS Wealth Management, an investment advisory business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally developed models and third-party managers to implement client portfolios.

Jeremy Schares is a CFP® with 18 years of industry experience and is currently with Waverly Advisors, LLC. Prior to joining Waverly Advisors in 2024, he worked for 16 years at StrategIQ Financial Group, LLC. He is also a member of two holding companies, IQ Companies, LLC and WAAM TOPCO, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations and offers a range of services including financial planning, retirement plan consulting, and multi-family office solutions.

Robert Lively is a Certified Financial Planner® with three years of industry experience, currently serving as an advisor at JMG Financial Group, Ltd. His work history includes multiple roles within JMG Financial Group and brief engagements outside the financial sector, such as with Ruth Lake Country Club and Powder Hound Snow Removal, LLC. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory, retirement plan consulting, and tax preparation services. The firm manages approximately $6.36 billion in assets with a team of 64 advisors and employs a strategic asset allocation approach overseen by an investment committee.

Vincent Corso is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with Ausdal Financial Partners since 2015. Outside of his advisory role, Corso is a partner in an insurance agency, BCH Insure, LLC, where he is involved in the sale of various non-variable insurance products. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a broad range of advisory and financial planning services, using multiple custodians and integrating third-party money managers to tailor investment strategies to each client’s specific objectives and risk tolerance.

Ryan Gough is a financial advisor with Performance Wealth Partners, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Performance Wealth since 2021 and at William Blair since 2016. Outside of his advisory work, Gough serves as a volunteer firefighter with the Western Springs Fire Department. Performance Wealth Partners is an SEC-registered advisory firm offering wealth management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a predominantly long-term investment approach using low-cost mutual funds and ETFs, complemented by fundamental and technical analysis, personal client contact, and periodic account reviews.

Jeffrey Scheider is a financial advisor at VestGen Advisors, LLC with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial, Sequoia Wealth Management, and Triad Advisors. Outside of his advisory role, he is involved in identifying insurance needs and servicing annuity and insurance products. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering a range of services including discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers.

Matthew Sorenson is a CFP® with eight years of industry experience. He is currently with JMG Financial Group LTD, where he has worked since 2021, following previous roles at Sorenson & Company LLC and Urban Financial Advisory Corporation. JMG Financial Group LTD provides comprehensive wealth management and portfolio management services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm follows a planning-based, long-term investment approach emphasizing strategic asset allocation and offers in-house tax consulting and private investment fund advisory services.

Mark De Vito is a financial advisor with Infinity Financial Services Advisory, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Mass Mutual. He also acts as an independent insurance agent, offering fixed and traditional annuities for financial planning purposes. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for 642 clients across 35 advisors. The firm provides portfolio management, financial planning, adviser selection, and pension consulting for individual and high-net-worth clients, using a multi-method investment approach that incorporates various analysis techniques and complex investment products.

Ivana Vukanic is a CFP® and Series 65 licensed advisor with Performance Wealth, bringing four years of industry experience. Her prior roles include working at Northern Trust Corporation and academic positions at the University of Illinois and University of Indiana. Performance Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary investment management alongside comprehensive wealth management and financial planning, managing over $4 billion in client assets with a primarily long-term, portfolio-focused investment approach.

Arijan Arslani is a CFA® charterholder currently with Calamos Wealth Management LLC, where he has worked since 2025. Prior to joining Calamos, he spent eight years at Busey Wealth Management and five years at Rich's Family Restaurant. He serves as a Chapter Executive for the Chartered Alternative Investment Analyst Association’s Chicago Chapter, helping to plan networking and educational events. 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 involves sourcing ideas, quantitative and qualitative evaluation, portfolio construction, and ongoing monitoring, with a notable affiliated ecosystem that includes multiple investment vehicles and trust services.

Steven Wilder is a CFP® professional with 18 years of experience in financial advising. He is currently with OnePoint BFG Wealth Partners and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. Wilder has been associated with Kevin Spahn since 2007. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary investment models, third-party managers, and custodian-sponsored programs, managing most client assets on a discretionary basis.