CAP 2019 - Conference for Advanced Planning
Event Details

Registration List: CAP 2019 - Conference for Advanced Planning

Alexa Aguilar
Illinois State University
RSVP Comments: N/A
Attending: Yes
Nancy Anderson
Calamos Wealth Management
RSVP Comments: N/A
Attending: Yes
Warren Arnold
Northern Trust
RSVP Comments: N/A
Attending: Yes
James Azzarello
Copia Financial Solutions, Inc.
RSVP Comments: N/A
Attending: Yes
Sam Bakou
RSVP Comments: N/A
Attending: Yes
Scott Baril
Baril Advisors LLC
RSVP Comments: N/A
Attending: Yes
Ashley Bebeau
Strategic Wealth Partners
RSVP Comments: N/A
Attending: Yes
Jonah Besch
Thrivent Financial
RSVP Comments: N/A
Attending: Yes
Patrick Bourbon
Bourbon Financial Management
RSVP Comments: N/A
Attending: Yes
Madeline Brown
University of Illinois
RSVP Comments: N/A
Attending: Yes
Randy Bruns
Model Wealth, Inc.
RSVP Comments: N/A
Attending: Yes
Katherine Byrne
DHJJ
RSVP Comments: N/A
Attending: Yes
Nicole Campbell
Forum Financial Management, LP
RSVP Comments: N/A
Attending: Yes
Corinne Carbery
Gantzert Investment Co., LLC
RSVP Comments: N/A
Attending: Yes
Portia Carmichael
LPL Financial
RSVP Comments: N/A
Attending: Yes
jason carter
Thrivent Financial
RSVP Comments: N/A
Attending: Yes
Jac Cerney
JAC Wealth Management Services, LLC
RSVP Comments: N/A
Attending: Yes
Karen Chan
Karen Chan Financial Education & Consulting, LLC
RSVP Comments: N/A
Attending: Yes
Teresa Cherry
Family Wealth Collective
RSVP Comments: N/A
Attending: Yes
Jenny Chung
Balasa Dinverno Foltz LLC
RSVP Comments: N/A
Attending: Yes
Andrea Cohen
RSVP Comments: N/A
Attending: Yes
Heather Coulter
Coyle Financial Counsel, LLC
RSVP Comments: N/A
Attending: Yes
Nancy Coutu
Money Managers Advisory
RSVP Comments: N/A
Attending: Yes
Joshua Disney
Illinois State University
RSVP Comments: N/A
Attending: Yes
Scot Dobbs
Wipfli LLP
RSVP Comments: N/A
Attending: Yes
Jason Dobrzynski
Waddell & Reed
RSVP Comments: N/A
Attending: Yes
Patrick Doland
Reason Financial Advisors, Inc.
RSVP Comments: N/A
Attending: Yes
John Dragstrem
Coyle Financial Counsel, LLC
RSVP Comments: N/A
Attending: Yes
John Duckworth
Black Diamond Planners
RSVP Comments: N/A
Attending: Yes
Lance Eaton
Morgan Stanley
RSVP Comments: N/A
Attending: Yes
Edward Edens
Kovitz Investment Group
RSVP Comments: N/A
Attending: Yes
Sharon Egan
North Star Investment Management Co.
RSVP Comments: N/A
Attending: Yes
Jim Entwisle
Vanguard
RSVP Comments: N/A
Attending: Yes
Shawn Eubanks
Osterweis Capital Management
RSVP Comments: N/A
Attending: Yes
Michael Falk
Focus Consulting Group
RSVP Comments: N/A
Attending: Yes
Presley Fee
University of Illinois - Urbana-Champaign
RSVP Comments: N/A
Attending: Yes
Daniel Fitzgerald
Pinnacle Financial Group, LLC
RSVP Comments: N/A
Attending: Yes
Rebecca Fragassi
Coyle Financial Counsel, LLC
RSVP Comments: N/A
Attending: Yes
Eric Freckman
Guillaume & Freckman, Inc.
RSVP Comments: N/A
Attending: Yes
Harlan Freeman
Trinity Financial Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Michael Gallagher
Cornerstone Advisers, LLC
RSVP Comments: N/A
Attending: Yes
J Terence Gallagher
Cornerstone Advisers, LLC
RSVP Comments: N/A
Attending: Yes
Raymond Giese
Career & Financial Pathways LLC
RSVP Comments: N/A
Attending: Yes
James Godbout
CLA
RSVP Comments: N/A
Attending: Yes
Mark Godes
Optimal Wealth & Investments, Inc.
RSVP Comments: N/A
Attending: Yes
Garry Good
Good Financial Advisors
RSVP Comments: N/A
Attending: Yes
Jennifer Gould
Wells Fargo Advisors
RSVP Comments: N/A
Attending: Yes
Elizabeth Grady
Baldwin Financial Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Jeanette Gruber
Gruber Financial, Ltd.
RSVP Comments: N/A
Attending: Yes
Tim Hagan
Vanguard
RSVP Comments: N/A
Attending: Yes
Neil Harnen
Harnen Wealth Management
RSVP Comments: N/A
Attending: Yes
Brandy Harrington
Black Diamond Planners
RSVP Comments: N/A
Attending: Yes
Jonathan Hernandez
University of Illinois
RSVP Comments: N/A
Attending: Yes
Susan Herrick
RSVP Comments: N/A
Attending: Yes
Fred Heyer
Thrivent Financial
RSVP Comments: N/A
Attending: Yes
Carl Hibben
BMO Private Bank
RSVP Comments: N/A
Attending: Yes
Kathleen Howe-Hrach
BMO Harris
RSVP Comments: N/A
Attending: Yes
Michelle Huhnke
Sugar Felsenthal Grais & Helsinger LLP
RSVP Comments: N/A
Attending: Yes
Lauren Hunt
Pinnacle Financial Group
RSVP Comments: N/A
Attending: Yes
Fatima Iqbal
Azzad Asset Management
RSVP Comments: N/A
Attending: Yes
Brad Janitz
Midland Trust Company
RSVP Comments: N/A
Attending: Yes
Valerie Janke
Emerge Wealth Strategies
RSVP Comments: N/A
Attending: Yes
Shane Jefferson
Vanguard
RSVP Comments: N/A
Attending: Yes
Christy Jordan
Innovative Portfolios
RSVP Comments: N/A
Attending: Yes
Jake Kadisak
Kadisak Financial Services, Inc
RSVP Comments: N/A
Attending: Yes
Roger Kadisak
Kadisak Financial Services, Inc
RSVP Comments: N/A
Attending: Yes
William Kavanaugh
BMO Harris Bank
RSVP Comments: N/A
Attending: Yes
Paul Kelly
RSVP Comments: N/A
Attending: Yes
Kevin Kenny
Toews
RSVP Comments: N/A
Attending: Yes
Kevin Kerrigan
Charles Schwab & Co., Inc.
RSVP Comments: N/A
Attending: Yes
Ross Kimmey
Ross Financial & Tax Services, Ltd
RSVP Comments: N/A
Attending: Yes
Dwayne Konicek
Synergy Financial Services
RSVP Comments: N/A
Attending: Yes
Jeff Kostis
JK Financial Planning
RSVP Comments: N/A
Attending: Yes
Nancy Kostka
Fiduciary Partners Trust Company
RSVP Comments: N/A
Attending: Yes
William Kovacic
RSVP Comments: N/A
Attending: Yes
Lucas Kraft
CION Investments
RSVP Comments: N/A
Attending: Yes
Kirk Kreikemeier
Pebble Valley Wealth Management
RSVP Comments: N/A
Attending: Yes
Gregory Kurinec
Bentron Financial Group
RSVP Comments: N/A
Attending: Yes
Nancy Ladd
Trinity Financial Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Margie Lawless
RSVP Comments: N/A
Attending: Yes
Bart Leake
TD Ameritrade
RSVP Comments: N/A
Attending: Yes
Paul Lechner
Lechner Law Office PC
RSVP Comments: N/A
Attending: Yes
Kate Leipprandt
Baldwin Financial Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Craig Lemoine
University of Illinois
RSVP Comments: N/A
Attending: Yes
Sarah Lewensohn
RSVP Comments: N/A
Attending: Yes
Jocelyn Li
University of Illinois - Urbana-Champaign
RSVP Comments: N/A
Attending: Yes
Michelle Long
BMO Private Bank
RSVP Comments: N/A
Attending: Yes
Brendan Manna
Balasa Dinverno Foltz LLC
RSVP Comments: N/A
Attending: Yes
Carolyn McClanahan
Life Planning Partners
RSVP Comments: N/A
Attending: Yes
Todd McConnell
Institute for Divorce Financial Analysts ( IDFA )
RSVP Comments: N/A
Attending: Yes
Matthew McGuirl
Thrivent Financial
RSVP Comments: N/A
Attending: Yes
Michael McKevitt
Guillaume & Freckman
RSVP Comments: N/A
Attending: Yes
Kameron McRay
DPL Financial Partners
RSVP Comments: N/A
Attending: Yes
Chris Meehan
Nationwide Advisory Solutions
RSVP Comments: N/A
Attending: Yes
Kevan Melchiorre
Busey Wealth Management
RSVP Comments: N/A
Attending: Yes
Mary Miller
Hanover Hill Wealth Advisors
RSVP Comments: N/A
Attending: Yes
Paul Minta
DHJJ Financial Advisors
RSVP Comments: N/A
Attending: Yes
Brandon Motto
BMO Wealth Management
RSVP Comments: N/A
Attending: Yes
Ray Moulis
Fiduciary Partners Trust Company
RSVP Comments: N/A
Attending: Yes
Marcie Nach
Strategic Wealth Partners
RSVP Comments: N/A
Attending: Yes
Nancy Nauheimer
Northern Trust
RSVP Comments: N/A
Attending: Yes
Meghan Nolan
Forum Financial Management, LP
RSVP Comments: N/A
Attending: Yes
Timothy Obendorf
Steward Advisors
RSVP Comments: N/A
Attending: Yes
Dustin Obhas
Wealth Enhancement Group, LLC
RSVP Comments: N/A
Attending: Yes
Alex Offerman
Model Wealth
RSVP Comments: N/A
Attending: Yes
Kelly Oliven
William Blair Company, L.L.C.
RSVP Comments: N/A
Attending: Yes
Tony Oommen
Fidelity Charitable
RSVP Comments: N/A
Attending: Yes
Kory Orellana
Guillaume & Freckman, Inc
RSVP Comments: N/A
Attending: Yes
Christine Pavel
Keating & Associates
RSVP Comments: N/A
Attending: Yes
Keith Plywaczynski
Mariner Wealth Advisors
RSVP Comments: N/A
Attending: Yes
Robert Proctor
Shamrock Financial Planning
RSVP Comments: N/A
Attending: Yes
Joel Riley
Black Diamond Planners
RSVP Comments: N/A
Attending: Yes
Agnes Roach
AA Roach Financial Planning
RSVP Comments: N/A
Attending: Yes
Bre Robinson
Pebble Valley Wealth Management
RSVP Comments: N/A
Attending: Yes
Siree Sandberg Bakakos
SSB Financial Services, Inc.
RSVP Comments: N/A
Attending: Yes
Corey Schmidt
IntentGen Financial Partners
RSVP Comments: N/A
Attending: Yes
ANTHONY SCOTT
MASS MUTUAL OF ILLINOIS
RSVP Comments: N/A
Attending: Yes
Marilyn Seagraves
Waddell & Reed, Inc.
RSVP Comments: N/A
Attending: Yes
Garnet Sherman
Vibrant Life Financial Planning, LLC
RSVP Comments: N/A
Attending: Yes
Michael Smith
CPS Horizon
RSVP Comments: N/A
Attending: Yes
Anders Smith
Delaware LIfe
RSVP Comments: N/A
Attending: Yes
Michael Smith
United Capital
RSVP Comments: N/A
Attending: Yes
Mark Smith
Smith Financial Advisors
RSVP Comments: N/A
Attending: Yes
Lauren Speidel
Exeter 1031 Exchange Services, LLC
RSVP Comments: N/A
Attending: Yes
Jonathan Spoolstra
RSVP Comments: N/A
Attending: Yes
Larry Stein
Disciplined Investment Management
RSVP Comments: N/A
Attending: Yes
Scott Steiner
Calamos Wealth Management
RSVP Comments: N/A
Attending: Yes
James Stork
Pinnacle Financial Group, LLC
RSVP Comments: N/A
Attending: Yes
Audrey Sunner
CLTC - Certification for Long-Term Care
RSVP Comments: N/A
Attending: Yes
Peter Svach
Cantor Fitzgerald
RSVP Comments: N/A
Attending: Yes
Adam Sypniewski
Midland IRA
RSVP Comments: N/A
Attending: Yes
Jesse Szlaga
Mariner Wealth Advisors
RSVP Comments: N/A
Attending: Yes
Chris Tamm
Illinois State University
RSVP Comments: N/A
Attending: Yes
Harley Tobon
University of Illinois
RSVP Comments: N/A
Attending: Yes
Mary Lynn Ubik
William Blair & Company, LLC
RSVP Comments: N/A
Attending: Yes
David Van Osten
Vanguard
RSVP Comments: N/A
Attending: Yes
Eddy Vataru
Osterweis Capital Management
RSVP Comments: N/A
Attending: Yes
Emily Verdone
DHJJ Financial Advisors
RSVP Comments: N/A
Attending: Yes
Don Wade
The Legend Group
RSVP Comments: N/A
Attending: Yes
Brian Wegrzyn
Synergistic Financial Center
RSVP Comments: N/A
Attending: Yes
Tammy Wener
RW Financial Planning, LLC
RSVP Comments: N/A
Attending: Yes
Kyle Wetters
Busey Wealth Management
RSVP Comments: N/A
Attending: Yes
John Wimbiscus
Trinity Financial Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Jayne Witte
BMO Private Bank
RSVP Comments: N/A
Attending: Yes
Roger Wohlner
RLW Associates, LLC
RSVP Comments: N/A
Attending: Yes
Nancy Wojcik
RSVP Comments: N/A
Attending: Yes
Dan Wood, CFP®, CFA®
Zimmerman Wealth Management
RSVP Comments: N/A
Attending: Yes
Steven Zimmerman
Thrivent Mutual Funds
RSVP Comments: N/A
Attending: Yes
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