Leslie North is a financial advisor at HighPoint Planning Partners with 15 years of industry experience. She holds the CFP® and Series 66 designations and has worked at LPL Financial, LLC since 2013, alongside her role at HighPoint Advisor Group, LLC (DBA: Stonebridge Wealth Advisors) since 2012. HighPoint Advisor Group serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and employs a fundamental analysis approach to portfolio construction across various asset classes.

Mark Stasik is a financial advisor at Ausdal Financial Partners, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with Ausdal since 2010. Outside of his advisory role, he is an independent insurance agent specializing in health, long-term care, term life, and universal life insurance, and he provides consulting in career and success coaching on a volunteer basis. 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 individuals, trusts, corporations, pension plans, and charitable organizations, with a range of discretionary and non-discretionary strategies using mutual funds, ETFs, equities, fixed income, and alternative products.

Kevin Spahn is a financial advisor at OnePoint BFG Wealth Partners with 31 years of industry experience. He holds the CFP® and ChFC® designations and has a long tenure with Northwestern Mutual, having worked there from 1993 to 2025 across various roles. Outside of his advisory work, he is involved in documenting life stories through Quintessence Legacy Planning, a non-investment-related business. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary and third-party investment models, with most client assets managed on a discretionary basis.

Thomas Davy is a CFP® with 56 years of industry experience, currently serving at Private Client Services, LLC since 2010. He holds a Series 63 license and is based in Oakbrook Terrace, IL. Private Client Services is an SEC-registered independent investment adviser that serves individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm utilizes a discovery-driven process focusing on risk profiling and tailored platform selection, offering a range of advisory services across multiple investment platforms.

Oscar Cantu is a financial advisor with JMG Financial Group Ltd, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at JMG Financial Group since 2019 and previously spent 20 years at Charles Schwab, including Charles Schwab Bank. JMG Financial Group provides wealth management, portfolio management, and financial consulting to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm uses a planning-based, long-term investment approach emphasizing strategic asset allocation and employs a range of investment vehicles including ETFs, mutual funds, individual equities, and alternative investments.

William Fates is a financial advisor with Forum Financial Management, LP, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He is also a Certified Public Accountant and serves as a director at Fates, Bodily & Parker PLLC, providing accounting, tax, and financial planning services. His prior work includes over 30 years at Mcbeath Fates & Ivers PC. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, and acts as a sub-advisor and turn-key asset management platform for other RIAs. The firm manages portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework and supports its platform through a technology affiliate.

Joseph Alagna is a financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 credentials and with 33 years of industry experience. He has been with Ausdal Financial Partners since 2009. Outside of his advisory work, he serves as president of Weber Highschool Alumni, Inc., a nonprofit that provides scholarships to deserving students. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of about 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across a range of asset types, and maintains dual broker-dealer and insurance activities.

John Wills is a CFP® professional with 15 years of industry experience, currently serving at Highpoint Planning Partners. He has held roles at HighPoint Advisor Group, LPL Financial, and Level Four Advisory Services. Outside of his advisory work, he is also active as a musician. HighPoint Advisor Group serves a diverse clientele including high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, comprehensive financial planning, and retirement plan advisory, employing fundamental analysis and a variety of investment vehicles to tailor portfolios.

Wilfredo Miranda is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been self-employed since 2010. Outside of his advisory work, he serves as an elder and trustee at Palmetto Baptist Church in Miami, Florida. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both advisory and brokerage services, including access to third-party money managers and licensed insurance products.

Michael Lynch is a CFP® professional with 35 years of experience in the financial services industry. He is currently with Highpoint Planning Partners and has a history of working with Highpoint Advisor Group, LLC, LPL Financial, LLC, and operates his own entity, Mike Lynch, Inc. Lynch holds Series 63 and Series 65 licenses and has been active in these roles since at least 2009. He is also a commissioned notary public. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, employing fundamental analysis and a range of investment vehicles including mutual funds, ETFs, equity and debt securities, REITs, and options.

Sandra Crook is a financial advisor at Brookwood Investment Group with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Belpointe Asset Management. In addition to her advisory role, she is involved with Brookwood Insurance Group, where she is a licensed insurance producer focusing on fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and maintains multiple affiliated businesses alongside a network of proprietary partner offices.

James Taylor is a financial advisor with Highpoint Planning Partners in Downers Grove, IL. He holds a Series 65 designation and has four years of industry experience. Prior to joining Highpoint, he was self-employed for one year and has been associated with HighPoint Advisor Group, LLC D/B/A TWG Wealth Partners for ten years. Outside of his advisory work, he has engaged in ride-sharing services as a driver for Uber and Lyft. Highpoint Planning Partners serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and other consulting services, employing fundamental analysis and a variety of investment vehicles across multiple platforms.

David Henderson is a financial advisor at HighPoint Planning Partners with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with HighPoint Planning Partners and LPL Financial since 2016. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management, utilizing fundamental analysis and a range of investment vehicles to construct client portfolios.

Nicholas Tumilty is a CFP® professional at JMG Financial Group Ltd with two years of industry experience. He has held roles at Charles Schwab & Co., Wealthspire, and DoorDash, as well as positions at UW-Madison Wisconsin School of Business. 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 emphasizing strategic asset allocation and offers in-house tax consulting alongside access to private and alternative investments.

William Powell is a financial advisor with Mariner Independent, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors, where he worked for seven years. Powell is also involved with Fortitude Financial Partners, providing investment services through Mariner Platform Solutions. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a network of investment adviser representatives who offer financial planning, portfolio management, retirement consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary strategies.

Breanna Stohr is a CFP® professional at JMG Financial Group Ltd with one year of industry experience. She has previously worked at Bank of America Merrill Lynch and held various educational roles before joining JMG Financial Group. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management and portfolio management services. The firm uses a planning-based, long-term investment approach with a repeatable process and strategic asset allocation, drawing from a variety of investment vehicles including ETFs, mutual funds, and private investments.

Luke Adam is a CFP® with six years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2019. Prior to joining Forum, he worked at Jones Lange Lasalle and Orbitz Worldwide. 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, offering model portfolios and back-office services primarily using a Modern Portfolio Theory approach.

Joseph Spokas is a CFP® and PFS™ credentialed advisor with 38 years of industry experience. He has been with Forum Financial Management, LP since 2002 and is also involved with Pinnacle Wealth Management, LLC and Spokas & Associates CPAs LLC. Outside of his advisory roles, he serves on the board of Lithotype, a custom packaging materials company. 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, utilizing model portfolios primarily implemented with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Paul Branshaw is an investment advisory representative with Interactive Financial Advisors, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at firms including Fortune Financial Services and Brooklight Place Securities, and has operated his own tax preparation and fixed insurance services businesses. Branshaw is also involved in tax preparation as an outside contractor. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm typically manages assets on a discretionary basis using asset-allocation models ranging from conservative to aggressive and primarily implements strategies with ETFs and mutual funds.

Scott Piggush is a financial advisor at HighPoint Planning Partners with 19 years of industry experience. He holds a Series 66 designation and has worked at HighPoint Advisor Group since 2018 and LPL Financial since 2015. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, and retirement plan advisory, constructing client investment policies through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.