Sanjay Asija is a financial advisor at Archer Investment Corporation with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer since 2017. In addition to his advisory role, he is a certified public accountant managing tax preparation and payroll services through his CPA firms. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million on a primarily discretionary basis. The firm offers customized portfolio management and model-based strategies, emphasizing diversified allocations across various asset classes and regular account reviews.

Jack Grzenia is a financial advisor with Forum Financial Management, LP, holding Series 65 and Series 66 licenses and bringing ten years of industry experience. His background includes roles at Purshe Kaplan Sterling Investments, Cetera, and MP360 Financial Services. Outside of advisory work, he is a partner at ZEN Installations, a vinyl sign installation business, and engages in insurance sales as a sole proprietor. Forum Financial Management, LP serves individuals, retirement plan sponsors, charitable organizations, and institutional clients, offering portfolio management and financial planning services. The firm builds portfolios based on Modern Portfolio Theory, primarily utilizing institutional mutual funds and ETFs, and supports other RIAs through a turn-key asset-management platform and back-office services.

John Lancaster III is a financial advisor at Ausdal Financial Partners, Inc. with 41 years of industry experience. He holds the CFP® and ChFC® designations as well as a Series 63 license. In addition to his role at Ausdal since 2009, he is president of The Lancaster Co., Inc., where he oversees insurance sales including group and individual medical, life, disability, and long-term care products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of discretionary and non-discretionary strategies across multiple asset classes.

Tina Meckaroski is a financial advisor at Highpoint Planning Partners with 15 years of industry experience. She holds a Series 66 designation and has previously worked at firms including LPL Financial, PIMCO Investments LLC, and Nuveen Investments. Highpoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities with discretionary asset management, financial planning and consulting, and retirement plan advisory services. The firm constructs client investment policies through personal consultations and employs a diverse range of investment vehicles and third-party platforms to implement portfolios.

Lori Hall is a Series 66 licensed financial advisor with 25 years of industry experience. She has worked at Sowell Financial Services, LLC since 2016 and previously at Concert Wealth Management Inc for four years. In addition to her advisory role, she is involved as a planning specialist at Sapphire Wealth Management, where she supports sales, client relationship management, and financial planning. Sowell Management is a multi-team registered investment adviser serving individuals, high-net-worth clients, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment advisor representatives.

Peter Lewis is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has been with LaSalle St Securities LLC since 2016. Outside of advising, he is involved in insurance sales. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, with a notable predominance of non-discretionary assets under management.

Andrea Schreiber is a financial advisor at Forum Financial Management, LP with 13 years of industry experience. She holds a Series 65 designation and has been with Forum since 2012. In addition to her advisory role, she owns The Schreiber Group, Inc., a certified public accounting firm in Naperville, Illinois. 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 serves as a sub-advisor and turnkey asset management platform for other independent RIAs, utilizing model portfolios primarily invested in DFA mutual funds and ETFs within a Modern Portfolio Theory framework.

William German is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd since 2012. He holds Series 63 registration and has involvement in agricultural business activities, including serving as treasurer and secretary for two farmland management companies. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with a planning-based, long-term investment approach that includes comprehensive wealth and portfolio management, as well as in-house tax consulting and private investment fund advisory services.

Christopher Jahntz is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Mid America Financial Inc since 1989 and Harvest Investment Services, LLC from 2012 to 2018. Outside of financial services, Jahntz is involved in music production and performance as a recording artist and producer. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, utilizing a combination of third-party money managers and individual securities to implement discretionary portfolio strategies.

Robert Batutis II is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds a Series 66 designation and has been with Ausdal since 2017. In addition to his advisory role, he owns and operates MBC Insurance Group, where he sells individual health, life, and senior market insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, including high-net-worth individuals, trusts, corporations, pension plans, and charitable organizations.

David Berendt is a Series 66-licensed financial professional with three years of industry experience, currently with Capital Analysts and formerly with Lincoln Investment. He has additional involvement as a small groups coach with the Boomerang Project, where he teaches educators to facilitate mentoring programs for high school students. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment team, with a range of advisory services including custom portfolios and third-party manager access.

Daniel Mccabe is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Highpoint Advisor Group, LLC (DBA McCabe Financial Group) and LPL Financial since 2013. HighPoint Advisor Group serves a diverse client base including individuals, 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 acts as sponsor and manager of a wrap-fee program, utilizing a variety of investment strategies and third-party platforms.

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 licenses and bringing 39 years of industry experience. She has been with LaSalle St. Securities, LLC since 2003. Outside of her advisory work, she practices law and tax preparation. 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, emphasizing a predominance of non-discretionary assets under management.

Thomas Mc Guire is a financial advisor at Silver Oak Securities, Incorporated with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Sentinus-Halo Securities, LLC and Morningstar Investment Services LLC. Outside of finance, he is a partner in DMC Fitness Solutions, a business that repairs and maintains fitness equipment. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives and uses a combination of individual securities, ETFs, mutual funds, and model portfolios supported by operational features such as ongoing model monitoring and an automatic investment process.

Carla Reilly is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked with firms including LPL Financial, Level Four Advisory Services, and U.S. Bancorp Investments. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and comprehensive financial planning, constructing investment policies through personal consultation and implementing diversified portfolios using fundamental analysis and a range 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.

Theodore Buckley is a financial advisor with VestGen Advisors, LLC in Chicago, IL, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, Sequoia Wealth Management, and LPL Financial. Outside of his advisory work, he is an author and motivational speaker, conducting seminars and coaching sessions unrelated to investments. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 individual and high-net-worth clients. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to tailor portfolios to client goals.