Joyce Kelley is a financial advisor at Global View Capital Management LLC with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with affiliated firms within the Global View Capital group since 2010. Kelley serves as a board member of the Membership Committee at the South Suburban Small Business Association. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative and technical investment approach, leveraging algorithmic research to manage strategies aligned with client risk profiles and objectives.

Steven Martin is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2019. Prior to joining Forum, he worked for BKD Wealth Advisors, LLC for five years. 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 model portfolios primarily with DFA institutional mutual funds and ETFs using a Modern Portfolio Theory approach.

Jon Flaherty is a CFP® certificant with five years of industry experience, currently advising at Highpoint Planning Partners. His prior experience includes roles at Vantage Financial Partners, Lincoln Financial, and the Elks National Foundation. Highpoint Planning Partners serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as asset management, financial planning, retirement plan advisory, and wrap-fee programs. The firm develops investment policies through personal consultations and employs a variety of investment vehicles and third-party platforms to implement client portfolios.

Margaret Swiess is a financial advisor at Founders Financial Securities LLC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Spc and Global View Capital Management, Ltd. She is also a licensed insurance agent and a Notary Public in the State of Illinois. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of investment programs and non-traditional delivery methods.

Gerhard Axen is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has been with Ausdal Financial Partners since 2008 and has also operated as a self-employed advisor since 1996. Outside of advisory services, he is a managing partner at Timberland Financial, an insurance sales business specializing in life, health, disability, and group insurance. 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 provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of discretionary and non-discretionary investment solutions.

Brigid Toothman is a financial advisor at Interactive Financial Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Sarver Vrooman Wealth Advisors and Git N Go. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm utilizes fundamental analysis and Modern Portfolio Theory to build diversified model portfolios and operates a large multi-advisor network with multiple branch offices.

Jason Provost is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Kinetic Investment Management, Inc. since 2021. He previously worked at Brokers International Financial Services for 12 years and has operated Provost Financial Services, an insurance services company, since 2008, where he also holds a licensed insurance agent designation. Kinetic Investment Management is a registered investment adviser managing approximately $348 million in assets for individuals, pension plans, and business entities. The firm employs a multi-method investment approach with a primary long-term trading orientation and offers portfolio management, financial planning, and sub-advisory services through a 20-advisor team.

Johnathan Irions is a CFP® with five years of industry experience, currently serving as a financial advisor at Facet. His career includes prior roles at firms such as Lincoln Investment, J.P. Morgan Securities LLC, and New York Life Insurance. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across a range of wealth levels, primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations emphasizing ETFs and uses technology-driven processes, including machine-learning algorithms, to deliver tax-optimized and regularly reviewed investment strategies.

Paul Graffy is a financial advisor at IP Financial Advisory Services LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Piper Jaffray & Co. and Advisory Research Inc. Since 2015, he has served in a strategic advisory role at Mathsights Corporation, a software firm focused on retirement planning, where he is a non-paid board member. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on personalized portfolio management and financial planning for non-high-net-worth investors. The firm offers a range of advisory and consulting services, including actuarial analysis and benefits consulting, and utilizes various analytical approaches and operational tools to manage client portfolios.

Kevin Nix is a financial advisor at Stratos Wealth Advisors LLC with 28 years of industry experience. He has worked at Stratos Wealth Partners, LPL Financial, and MSI Financial Services. Nix holds Series 63 and Series 65 registrations. Stratos Wealth Advisors LLC is a multi-team SEC-registered advisory firm serving individuals, trusts, retirement plans, and institutional accounts. The firm offers financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting through a network of independent investment advisory representatives using both discretionary and non-discretionary strategies.

Robert Eberlin is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with HighPoint Advisor Group since 2018, previously with Level Four Advisory Services and LPL Financial. HighPoint Advisor Group 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, financial planning, retirement plan advisory, and wrap-fee programs, implementing portfolios through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

Stephen Vranek is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Lifemark Securities Corp., Transamerica Financial Advisors, and several businesses he leads, such as Wealth Star Inc., a high-end networking group, and West Suburban Business Solutions, which provides tax preparation and bookkeeping training. He also serves as president or CEO of multiple companies involved in business consulting, property management, and financial services. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm uses a model-driven approach with strategic, tactical, and dynamic strategies primarily implemented through mutual funds and ETFs, and provides portfolio management, financial planning, ERISA consulting, and educational courses for pre-retirees.

Zach Nugent is a financial advisor at Belpointe Asset Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AFIN Family Wealth Management, Cetera Investment Services LLC, and New York Life Insurance Company. Outside of his advisory role, he is an independent insurance agent selling fixed insurance products and property and casualty insurance. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and investment companies, offering discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios using a range of strategies and supports its advisory practice with affiliated businesses and proprietary product sponsorships.

William Morrison Jr. is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Forum Financial Management since 2015 and previously at APEX CPAs & Consultants, Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns and manages a rental property through Four Forty Forum LLC. Forum Financial Management, LP provides investment advisory and related services to individual, institutional, and charitable clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management, financial planning, and retirement-plan services, supporting other RIAs through its turn-key asset-management platform and back-office services.

Dylan Lueckenotte is a CFP® with nine years of experience in the financial services industry. He is currently affiliated with CreativeOne Securities, LLC and has prior experience with Client One Securities, LLC and Wallstreet Group. Outside of advising, he works as an account executive in employee benefit insurance sales at Acrisure Wallstreet Partners LLC. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Ethan Ogden is a CFP® with seven years of industry experience currently affiliated with Maia Wealth. He has held roles at firms including Foreside Fund Services, Innovator Capital Management, and Astor Investment Management. Outside of his advisory work, he serves as managing member of Odgen Ventures, LLC, a bookkeeping entity related to his financial planning services. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment strategy complemented by tactical adjustments and integrates technology and third-party platforms in portfolio implementation.

Symour Jacobs is a CFP® with 36 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2021. Prior to that, he was with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for over a decade, and also operated Sy Jacobs CFP LLC. Jacobs is also an independent insurance agent for various insurance companies. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative and private placement investments. Their advisory process integrates goals-based planning with an evidence-based investment framework supported by proprietary quantitative tools.

John Kinsella is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with IHT Wealth Management and LPL Financial since 2015. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Jordan Layer is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently an advisor at VestGen Advisors, LLC and has held roles at Resources Investment Advisors, Triad Advisors, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Layer is also licensed as an insurance agent. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan services using a combination of analytical methods and third-party managers.

Richard Debruin III is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 registrations and possessing 17 years of industry experience. He has been with Highpoint Advisor Group, LLC and LPL Financial since 2013. Highpoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, employing fundamental analysis to construct client investment policies and utilizing a range of investment vehicles and program platforms.