Thomas Herr is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ausdal Financial Partners since 2009 and also maintains long-term roles with Cunningham Group and Serpe Insurance. Outside of his advisory work, he supervises insurance sales activities at Serpe 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 about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment vehicles and custodial partnerships.

Yesenia Delgado is a financial advisor at Belpointe Asset Management LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Investment Advisers, Cetera Investment Services LLC, and MB Financial Bank. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management and financial planning, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Richard Burridge Jr. is a CFP® professional with 31 years of industry experience, currently advising at Curi Capital, LLC. He worked for UBS Financial Services for 10 years before joining RMB Capital Management, LLC, where he spent 21 years. Burridge is based in Chicago, IL. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm’s investment approach uses bottom-up fundamental analysis for equities and a relative-value approach for fixed income, implemented across various managed accounts and funds.

Timothy Sullivan is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has been with Ausdal Financial Partners since 2015. Additionally, he conducts insurance sales through TJ Sullivan Company, Inc., focusing on fixed and equity-indexed annuities, life, disability, and long-term care insurance. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities with over $3.7 billion in assets under management across more than 16,000 clients. The firm offers a range of advisory services tailored to client objectives, integrates third-party managers, and operates as both a registered investment adviser and broker-dealer.

Rocco Santorsola is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ausdal Financial Partners since 2009 and has owned and operated Rocco Santorsola Ltd., an accounting and tax preparation business, since 1993. In addition to advisory services, he is involved in health and life insurance and fixed annuity sales. 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, utilizing a range of investment strategies and custodial relationships.

David Mcclellan is a financial advisor at Forum Financial Management, LP with 11 years of industry experience. He holds a Series 65 designation and has been with Forum Financial Management since 2015. Outside of his advisory role, he is involved with F.A.M. LLC as a member, providing management services related to the firm. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm emphasizes model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and back-office support for independent advisors and RIAs.

Adam Boyer is a financial advisor at JMG Financial Group Ltd with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including the London Stock Exchange Group, Northern Trust, and Charles Schwab. Outside of advising, he manages rental properties on a limited personal basis. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with a planning-based, long-term investment approach. The firm offers comprehensive wealth management, portfolio management, in-house tax consulting, and private investment fund advisory services.

Natasha Titova is a financial advisor at HighPoint Planning Partners with 20 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at J.P. Morgan Securities and LPL Financial. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, offering discretionary asset management, financial planning, and retirement plan advisory. The firm utilizes fundamental analysis and a wide range of investment options, including mutual funds, ETFs, individual securities, and third-party platforms, to construct and manage client portfolios.

Alison Whittington is a CFP® professional with seven years of industry experience, currently serving as an advisor at McAdam LLC since 2019. She has prior experience at AXIS Capital and has worked in roles outside finance, including at Kilroy's on Kirkwood and Indiana University. McAdam LLC advises a broad range of clients, including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm offers financial planning and investment management with a focus on discretionary portfolio management that incorporates mutual funds, ETFs, individual securities, and alternative asset exposures.

Steven Podgorski is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Lincoln Investment since 2016 and has operated Aspire Financial Group since 2010, primarily servicing legacy accounts. Podgorski also manages a family liability protection LLC unrelated to his advisory activities. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers both discretionary and non-discretionary investment management, supported by an in-house research team using proprietary tools to develop tax-aware portfolios.

Tara Hill is a CFP® professional with four years of industry experience. She is currently associated with Mariner Independent and Fortitude Financial Partners. Her prior experience includes roles at Brown Brothers Harriman and Northern Trust. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary portfolios.

Justin Leslein is a financial advisor at Northern Trust Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has been with Northern Trust Securities since 2016. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through a wrap fee program, utilizing a mix of proprietary and third-party investment products delivered via the Fidelity Managed Account Xchange platform.

Howard Kite is a CFP® and ChFC® with 44 years of industry experience. He is currently with Forum Financial Management, LP, where he has worked since 2009, and previously held roles at Purshe Kaplan Sterling Investment and PKS Advisory Services, LLC. Outside of his advisory work, he is a member of several non-investment-related business entities, including real estate management ventures. 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 managed primarily with DFA institutional mutual funds and ETFs under a Modern Portfolio Theory approach.

James Niedermeier is a financial advisor at Ausdal Financial Partners, Inc. with 40 years of industry experience. He has been with Ausdal since 2009 and also owns Niedermeier Agency, through which he is involved in insurance sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations.

Jeff Kantor is a financial advisor at IP Financial Advisory Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Creative Financial Designs and Ash Brokerage. Kantor also sells Medicare Advantage Plans through Aetna, dedicating part of his time to this activity. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth investors and retirement plan participants, employing various analytical approaches and offering a broad range of consulting services.

Jeffrey Menough is a CFP® professional with 34 years of experience in the financial industry. He has been with Highpoint Planning Partners since 2013 and also maintains a longstanding affiliation with LPL Financial beginning in 2010. Menough has established a home-based business entity for tax and investment purposes that he manages with limited monthly time commitment. Highpoint Planning Partners serves a diverse clientele including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides asset management, financial planning, retirement plan advisory, and utilizes a range of investment vehicles and third-party platforms to deliver tailored advisory services.

Eric Fasse is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Cabrera Capital Partners, Cabrera Capital Markets, and American Trust Investment Services. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients, utilizing a model-driven approach that combines proprietary mutual funds and ETFs with third-party managers. The firm is affiliated with a large banking holding company, offering custody and broker-dealer services alongside its advisory programs.

Christopher Peterson is a financial advisor at Highpoint Planning Partners with two years of industry experience. He holds a Series 66 designation and previously worked for St. Charles Bank & Trust Company N.A. for ten years before joining Highpoint Advisor Group and LPL Financial in 2024. Highpoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, constructing client investment policies through personal consultations and implementing portfolios using fundamental analysis across a range of securities and third-party platforms.

Callie Just is a financial advisor with HighPoint Planning Partners and holds a Series 66 credential. She has nine years of industry experience, including prior roles at PPM America, Inc., Jackson National Life Distributors LLC, and Merrill. Outside of her advisory work, she owns Just Chic LLC, an event design and planning business. HighPoint Advisor Group 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 manages a wrap-fee program, constructing client portfolios through fundamental analysis across various investment vehicles.

Jignesh Jain is a financial advisor at Belpointe Asset Management LLC with securities licenses Series 63 and Series 65. He has held positions at AFIN Wealth Management and Amplified Planning and worked at NEC Corporation of America for 13 years. Jain serves as a board member for the Jain Society of Metro Chicago, a religious non-profit organization. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors and manages more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model strategies, and various affiliated funds and services.