Thomas Campbell is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Forum Financial Management since 2014 and concurrently serves as Vice President of John E. Campbell & Assoc., Ltd., a CPA firm providing accounting and tax services. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm employs model asset-allocation portfolios managed primarily with DFA institutional mutual funds and ETFs, focusing on a Modern Portfolio Theory approach.

David Perry is a financial advisor at Forum Financial Management, LP with 24 years of industry experience. He holds a Series 66 designation and has previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc., PR Wealth Management Group, Inc., and Cambridge Investment Research, Inc. Outside of his advisory duties, he serves as treasurer and director of the Sunrise Professional Condominiums association in East Moline, IL. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers portfolio management and financial planning through a model-driven approach based on Modern Portfolio Theory, incorporating institutional funds, individual bonds, and outside managers, while also supporting independent advisors with back-office and sub-advisory services.

Jeffrey Doblin is a CFP® and CFA® with eight years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP. He has been with Forum Financial Management since 2017, with prior experience at Bourbon Financial Management and Wedbush Futures. Outside of his advisory role, he is involved in freelance writing and supports the Wilmette Park Districts through the Ouilmette Foundation. 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, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Bruce Skryd is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Forum Financial Management since 2013 and also operates Bruce J. Skryd, Inc., an accounting and tax services firm where he serves as owner, president, and Certified Public Accountant. Forum Financial Management 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, managing portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

Thomas Longo is a financial advisor at Forum Financial Management, LP with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Forum Financial Management since 2013. Outside of his advisory role, he serves as an accountant at Systems Accounting Services, Inc., a firm providing accounting and tax services. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, using model portfolios primarily based on a Modern Portfolio Theory approach with institutional mutual funds and ETFs.

Brian Savage is a financial advisor at Forum Financial Management, LP with 40 years of industry experience. He holds a Series 63 designation and has worked in various capacities within Forum Financial Management and his own firms since 2000. In addition to his advisory role, he is also an insurance agent. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with institutional mutual funds and ETFs based on Modern Portfolio Theory.

Mark Donatelli is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Forum Financial Management, LP since 2013 and is also president of Donatelli & Coules Financial Advisors, LLC and Donatelli & Coules, Ltd., a law firm where he serves as president and shareholder. Forum Financial Management, LP provides investment advisory and related services to 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 portfolio management, financial planning, and sub-advisory services primarily through its Forum Advisor Alliance division.

Leon Kolodziej is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Forum Financial Management since 2009. Outside of his advisory role, he is involved in insurance sales as an independent agent. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, utilizing a Modern Portfolio Theory approach primarily with DFA mutual funds and ETFs.

Judith Rossetti is a CFA® charterholder with one year of industry experience. She currently works at Forum Financial Management, LP and has previous experience at Macquarie Group and AMP Capital. She had a one-year career break prior to joining her current firm. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm offers model asset-allocation portfolios based on Modern Portfolio Theory and supports independent advisors through its Forum Advisor Alliance division.

Megan Martin is a financial advisor at Forum Financial Management, LP with seven years of industry experience. She holds a Series 65 credential and has been with Forum Financial Management since 2011. Outside of her advisory role, she is a member of FRM Holdings LLC, a holding company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, offering model portfolios primarily implemented with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Michael Moles is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked concurrently since 2016 as a tax preparer with Match Enterprises, Inc., providing tax return services. Forum Financial Management, LP delivers investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, using institutional mutual funds, ETFs, and individualized fixed income strategies, and offers specialized back-office and sub-advisory services to independent advisors and RIAs.

Michael Kite is a financial advisor with Forum Financial Management, LP and holds a Series 66 designation. He has 14 years of industry experience and has worked at Forum Financial Management since 2012. In addition to his advisory role, Mr. Kite is a partner and attorney at Williams & Kite, LLC, a law firm specializing in estate planning, real estate, and corporate law. He also serves as a director and secretary for the Budzinski Family Foundation, a nonprofit focused on healthcare, education, spirituality, and animal welfare. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, offering model portfolios primarily implemented with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Vincenzo Nardi is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Forum Financial Management, LP since 2018 and previously was involved with Alberta Investments LLC and his own practice, Vince Nardi. Outside of his advisory role, he is also an insurance agent providing insurance sales and services. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs based on Modern Portfolio Theory.

Karma Forrestal is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Forum Financial Management, LP since 2012. She holds the Series 63 designation and is based in Lombard, Illinois. Outside of her advisory role, she is a member of F.A.M. LLC, providing certain management services under a service agreement with Forum Financial Management. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services 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 managed primarily with DFA institutional mutual funds and ETFs aligned with a Modern Portfolio Theory approach.

Jack Grzenia is a financial advisor with Forum Financial Management, LP, holding Series 65 and Series 66 licenses and having 10 years of industry experience. He has worked with Purshe Kaplan Sterling Investments and Cetera among other firms. Outside of advising, he is involved in insurance sales as a sole proprietor and is a partner in a vinyl sign installation business. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm offers portfolio management, financial planning, and retirement-plan advisory services, leveraging model portfolios based on Modern Portfolio Theory and primarily implementing them with institutional mutual funds and ETFs.

Andrea Schreiber is a financial advisor at Forum Financial Management, LP with 14 years of industry experience. She holds a Series 65 designation and has been with Forum since 2012. In addition to her advisory role, she is the owner of The Schreiber Group, Inc., a certified public accounting firm she has operated since 2001. 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 and offers a range of services including discretionary portfolio management, financial planning, and sub-advisory support for independent advisors and RIAs.

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.

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.

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 financial advisor at Forum Financial Management, LP with one year of industry experience. He holds a Series 65 designation and has prior experience with PR Wealth Management Group and self-employment. Forum Financial Management provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily implementing these models with institutional mutual funds and ETFs, and offers a range of services including portfolio management, financial planning, and back-office support for independent advisors and RIAs.