Jessica Freiburg is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and two years of industry experience. She is also the managing partner of Sassetti LLC, a firm providing tax planning, audit, accounting, and advisory services. Freiburg serves as the treasurer for the Parks Foundation of Oak Park, where she manages budgeting and fundraising efforts, and volunteers as a mentor with the Illinois Wesleyan University Council for Women. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation strategy overseen by an Investment Advisory Committee and offers tax-intelligent overlays and discretionary management with centralized trading and reporting.

David Rogers is a financial advisor with M HOLDINGS SECURITIES, Inc. holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at Jamieson Financial since 2018, M Holdings Securities since 2017, LPL Financial from 2012 to 2017, and Greenbridge Strategies LLC since 2012. Additionally, he is involved with Jamieson Financial Services, assisting investment advisors at Wells Fargo in designing and implementing life insurance solutions. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a comprehensive range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by platform providers and third-party sub-advisors.

Patrick Kearney is a financial advisor with Lasalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at the University of Chicago and Barnes & Noble. 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, offering both non-discretionary and discretionary management approaches.

Jerome Kahn is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at LPL Financial and operating his own firm, J Kahn & Associates LLC. He also writes life and long-term care insurance policies when appropriate. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles.

Xavier Patino is a financial advisor at NFSG Corporation with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Newbridge Securities Corp, J.P. Morgan Securities, and JP Morgan Chase Bank NA. Outside of his advisory role, Patino manages a transportation logistics company providing freight solutions. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios to client objectives using a combination of fundamental, technical, and cyclical analysis.

Timothy Ludwig is a financial advisor at VestGen Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Raymond James Financial Services. Outside of his advisory role, he is associated with Mohns & Haller Inc., a company handling payroll and benefits for employees. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for around 9,453 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, wrap-fee programs, and retirement plan services using a combination of analytical methods and third-party managers.

David Cimmarusti is a financial advisor at HighPoint Planning Partners with six years of industry experience. He holds a Series 66 designation and has worked with HighPoint Advisor Group, LPL Financial, and Leaders Partners, Inc. His work includes activities related to investment advisory businesses connected to LPL Financial. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management and financial planning services, employing fundamental analysis and diversified portfolio construction across various asset classes, and utilizes multiple platform solutions to deliver advisory services.

Todd Lestina is a financial advisor with Latitude Advisors, LLC, holding a Series 66 designation and over 20 years of industry experience. He has been with Latitude Advisors and GWN Securities, Inc. since 2009, and owns Lestina & Associates, LLC, a tax preparation and accounting firm. He is also an independent insurance agent specializing in fixed and health insurance products. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate entities, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of valuation-driven and momentum-based multi-asset model strategies, managing most accounts on a discretionary basis with continuous monitoring and rebalancing.

David Kudo is a financial advisor with First Advisors National, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western Southern Life, Royal Alliance Associates, and Jhfn Sii. He has been retired since 2021. First Advisors National manages discretionary assets primarily for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers, supplemented by fundamental analysis of individual securities, and typically manages accounts on a discretionary basis.

Sherwin Shenfeld is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding the PFS™ and Series 63 designations and bringing 40 years of industry experience. He has served as president of Shenfeld & Co, Ltd, a CPA firm, since 1989 and also leads Mervana, Inc., an art dealing business. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including high-net-worth individuals and institutional accounts. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and third-party money manager access.

Thomas Chrobak is a financial advisor at Gradient Advisors, LLC with 12 years of industry experience and a Series 65 designation. He has held roles at Gradient Advisors since 2022, and concurrently owns MC2 Wealth Management and Plan on College, where he provides financial planning and educational consulting services. Gradient Advisors, LLC delivers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary operating model.

Robert Perez is a CFP® with 27 years of industry experience, currently serving at HighPoint Planning Partners. He has worked with HighPoint Advisor Group, LLC since 2013 and LPL Financial, LLC since 2009. His credentials include Series 63 and Series 65 licenses. Perez offers health insurance in a non-variable capacity as part of his business activities. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages a wrap-fee program, utilizing a range of investment vehicles and third-party platforms to tailor portfolios through fundamental analysis.

Shae Hess is a CFP® professional with six years of industry experience, currently serving as a financial advisor at The Mather Group, LLC. Prior to joining The Mather Group, Hess held roles at firms including Sebold Capital Management, Northwestern Mutual, and Wells Fargo Advisors. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable portfolio strategies and incorporates AI and machine-learning tools under human oversight.

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.

Philip Telpner is a financial advisor at Lifeworks Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase & Co. and Morgan Stanley. Philip is also dually registered with Breakout Private Wealth LLC. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with risk-based models and employs factor-based and smart-beta equity strategies, ETFs, and third-party managers, while integrating tax and accounting capabilities within its corporate group.