Brandon Harwell is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Cornerstone Securities, Crown Capital Securities, and TJ Stearns, Inc. He is also president and investment advisor of BCH Tactical L.P., a hedge fund platform for higher net worth clients. Ausdal Financial Partners serves a diverse client base including 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 brokerage services with investment strategies tailored to each client’s specific objectives and risk tolerance.

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, holding a Series 66 credential and 11 years of industry experience. His prior experience includes roles at Triad Hybrid Solutions, Triad Advisors, Sequoia Wealth Management, and LPL Financial. Outside of his advisory work, Buckley is an author and motivational speaker, presenting seminars related to his book on retirement planning, and serves on the board of advisors for a social club in Lake in the Hills, IL. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction, utilizing third-party managers and home office strategies to serve a diverse client base including institutions and sovereign entities.

Jonathan Novy is a financial advisor at Ritholtz Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including RWM Insurance Services and Sheridan Road Advisors. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The multi-team firm manages approximately $9.4 billion in assets and employs a goal-based investment process that incorporates behavioral finance, diversified low-cost ETFs, and tactical overlays, along with digital platforms for model portfolio implementation and management.

Samuel Sadkhin is a financial advisor at Alera Investment Advisors, LLC with a Series 66 designation and one year of industry experience. He has previously worked at firms including Osaic Wealth, Hard Hat Hub, and PreScouter. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis approach and integrates its services with insurance and pension-consulting platforms.

Eric Talbott is a financial advisor at Apollon Wealth Management, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Piershale Financial Group and Envestnet Asset Management. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, and insurance company clients with services that include financial planning and portfolio management, utilizing a combination of centrally managed mandates and locally managed portfolios supported by advanced technology and risk models.

Eric Berkowitz is a CFP® professional with six years of experience at JMG Financial Group Ltd in Downers Grove, IL. He has been with JMG since 2016 across various roles. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management, in-house tax consulting, and private investment fund advisory. The firm uses a planning-based, long-term investment approach focused on strategic asset allocation and employs a variety of investment vehicles including ETFs, mutual funds, equities, fixed income, and alternatives.

Nirav Batavia is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Forum Financial Management, LP since 2014. He is also the manager of Owl Technologies, LLC, a technology development and licensing company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also acting as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm uses a Modern Portfolio Theory approach, primarily implementing portfolios with DFA institutional mutual funds and ETFs, and manages approximately $9 billion in assets.

Matthew Tucek is a financial advisor with Highpoint Planning Partners in Downers Grove, IL. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked at Apple Inc. and Morgan Stanley. Outside of finance, he owns Creme Design Studios LLC, a graphic design business. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, utilizing a range of investment vehicles and third-party platforms.

Michael Bellah is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with JMG Financial Group Ltd and has previously worked at Cambridge Investment Research Advisors, Wealth Planners, LLC, and Northern Trust Company. 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 with strategic asset allocation, utilizing a range of investment vehicles and offering specialized features such as held-away account management and tax-aware strategies.

Chad Tuneberg is a financial advisor with World Equity Group, Inc., holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. He has been with World Equity Group since 2009. Outside of advising, he serves as an alderman for the 3rd Ward of Rockford, Illinois, participating in municipal legislative and policy-making activities and acting as a liaison to the Rockford Area Venues & Entertainment Authority. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans, trusts, and charitable organizations. The firm offers managed portfolios through wrap-fee programs and employs a risk-tolerance questionnaire to guide asset allocation, utilizing discretionary third-party money managers and providing various portfolio management options.

Daniel Peltier is a financial advisor at CL Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cabot Lodge Securities, SB Advisory, and Raymond James & Associates. CL Wealth Management LLC serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers portfolio advisory services, financial planning, and access to the Envestnet platform, tailoring investment strategies through fundamental and technical analysis combined with custom model portfolios and ongoing monitoring.

Donald Larsen IV is a CFP® certificant with 19 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC, having previously worked at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm’s investment approach focuses on customized asset allocation and an Investment Policy Statement tailored to each client’s objectives, combining active and passive strategies with an emphasis on diversification and cost control.

Joseph Zabratanski is a financial advisor at Donaldson Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Donaldson Capital Management since 2011. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to manage income- and growth-oriented portfolios, serving a diverse client base that includes banking institutions, insurance companies, and municipal plan sponsors.

Nicole Campbell is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has worked at Forum Financial Management, LP since 2014, currently serving as an advisor at the firm’s Lombard, Illinois office. 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 acts as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Colin Perry is a Series 65-licensed financial advisor with one year of industry experience. He is currently with Forum Financial Management, LP and has prior experience at PR Wealth Management Group and as a self-employed advisor. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory, implementing these primarily through institutional mutual funds and ETFs, and offers specialized services including back-office support and sub-advisory solutions for independent advisors and RIAs.

Jerome Bellm is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 registrations and 34 years of industry experience. He has been with Highpoint Advisor Group, also known as Midwest Family Wealth Management, since 2014 and has worked with LPL Financial for over 15 years. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities with services including discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management. The firm uses fundamental analysis and diversified investment approaches, leveraging both internally managed and third-party platforms to meet client needs.

Brendan Feeney is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with two years of industry experience. He holds the Series 66 designation. Outside of his advisory role, he has been involved with IHSA/USA Lacrosse since 2023. 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 portfolio management, utilizing a range of asset-allocation models and investment vehicles.

Steven Ostrander is a financial advisor at Highpoint Planning Partners with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Highpoint Planning Partners since 2012. Outside of his advisory role, he provides insurance illustrations and products for term life, long-term care, and disability insurance through Leaders Partners. 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 offers discretionary asset management and financial planning services, constructing investment policies through personal consultations and implementing portfolios using fundamental analysis across a range of securities and third-party platforms.

Timothy Funke is a CFA® charterholder with 10 years of experience in financial services. He currently works at OnePoint BFG Wealth Partners and previously spent nine years at Northwestern Mutual Wealth Management Company and related entities. Funke serves as a finance council member at St. Francis Xavier Church. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management approaches using third-party managers and proprietary models while integrating technology and operational outsourcing into its service model.