Luke Hofsommer is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and 11 years of industry experience. He has worked at LaSalle St. and affiliated entities since 2018 and previously was employed by Raymond James Financial Services and First National Bank. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Chloe Fakhouri is a CFP® with five years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd in Downers Grove, IL. Prior to joining JMG Financial Group, she worked at Itasca Bank & Trust and was also employed by Depaul University. Outside of her financial advisory role, Chloe is a fitness instructor for Pike Lagree, a fitness center offering Lagree-style classes. JMG Financial Group provides comprehensive wealth management and consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers services including portfolio management, tax consulting, and access to private investment opportunities.

Sherry Salamone is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Oak Brook, IL, holding a Series 66 designation and 19 years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors since 2016. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and institutional clients, providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach through model portfolios overseen by an Investment Committee, integrating multidisciplinary planning in coordination with its parent firm, CliftonLarsonAllen LLP.

Joseph Fortunato is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding the CFP® and ChFC® designations and securities licenses Series 63 and 66. He has 21 years of industry experience and previously worked at firms including Vantage Financial Partners Limited, HighTower Advisors LLC, and Guardian Life. HighPoint Planning Partners 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 uses a diversified investment approach including mutual funds, ETFs, equities, debt securities, REITs, options, and third-party platforms.

Zak Sandeman is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds the Series 66 designation and has three years of industry experience, including prior roles at VillageMD and Oranj. His background includes multiple positions with LaSalle St. Securities, LLC. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a range of asset classes and third-party managers.

Michael Smith is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with HighPoint Planning Partners since 2016 and has been affiliated with LPL Financial since 2015. HighPoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, implementing portfolios through personal consultations and fundamental analysis across various asset classes, while utilizing third-party and LPL-sponsored platforms to provide consolidated advisory services.

Christopher Genzler is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Forum Financial Management, LP since 2012. His prior experience includes work at Purshe Kaplan Sterling Investments, Inc. from 2012 to 2020. Outside of his advisory role, he is involved in nonprofit organizations focused on healthcare and medical education, holding leadership positions such as President of the Western Cook Chapter of the Illinois Continuity of Care Association and Treasurer and Director of the Board at BodyInsight. 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, employing a Modern Portfolio Theory approach primarily with DFA institutional mutual funds and ETFs.

Shawn Wears is a financial advisor with Capital Analysts in Lombard, IL, holding the CFP® designation and Series 63 and 66 licenses. He has 19 years of industry experience, including roles at Lincoln Investment, Cambridge Investment Research Advisors, Guggenheim Investments, and Rydex Advisory Services. Outside of advising, he serves as the financial secretary for the McWhinney Benevolent Association, a community social club. Capital Analysts provides investment and retirement-plan services to a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, through a nationwide network of independent advisors and firm-managed programs. The firm offers both discretionary and non-discretionary portfolio management, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support various investment solutions.

Jaclyn Garcia is a CFP® with 10 years of industry experience and has been with JMG Financial Group Ltd since 2015. She serves as a manager of Glass Pumpkin Vineyard, LLC, a vineyard business unrelated to investments. JMG Financial Group Ltd provides comprehensive wealth and portfolio management to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term approach with strategic asset allocation and offers tax consulting and access to private investment funds.

James Lapera is a financial advisor at Forum Financial Management, LP with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Purshe Kaplan Sterling Investments, Inc., Pinnacle Financial Solutions, PC, and Forum Tax & Accounting LLC. Outside of advisory roles, he is involved in insurance sales and owns a holding company. Forum Financial Management, LP provides 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 and ETFs, and offers a turn-key asset-management platform with back-office and sub-advisory services to other RIAs.

Michael Rohrwasser is a CFP® with 39 years of experience in the financial industry. He is currently with Highpoint Planning Partners and was previously with VANTAGE FINANCIAL PARTNERS Limited for 35 years. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and uses a range of investment vehicles and third-party platforms to implement client portfolios.

Joseph Esposito Jr. is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Commonwealth Financial Network, Ek&A, and Mass Mutual Investors Services. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for over 22,000 clients. The firm provides discretionary and non-discretionary investment management, financial planning, ERISA 3(21) retirement plan services, and works with third-party managers, employing a range of analytical approaches tailored to client goals and risk tolerance.

Joseph Vogenthaler is a financial advisor at Forum Financial Management, LP in San Diego, CA, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Forum in 2020, he worked at Twitch, LLC for 14 years and was involved with several school districts in 2020. Outside of his advisory role, he operated a sole proprietorship in real estate management. 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, managing portfolios primarily with DFA mutual funds and ETFs within a Modern Portfolio Theory framework.

Jacob Stanczyk is a CFP® with six years of industry experience currently serving at JMG Financial Group Ltd. He has held prior roles at The Advocate Group, LLC, Carlson Holdings Inc., and Accredited Investors Inc. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with a comprehensive wealth management approach that includes portfolio management, financial and retirement consulting, and in-house tax services. The firm employs a planning-based, long-term investment process emphasizing strategic asset allocation combined with tactical adjustments approved by an investment committee.

Robert Devita is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ausdal Financial Partners since 2010. Outside of his advisory role, he is involved in an outside insurance brokerage focusing on fixed annuities and fixed life 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 individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of discretionary and non-discretionary investment strategies.

John Davila is a financial advisor with HighPoint Planning Partners who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been associated with HighPoint Advisor Group, LLC (DBA TWG Wealth Partners) since 2016 and LPL Financial since 2009. Outside of his advisory roles, he operates John M. Davila and Associates LLC, which processes securities and non-variable insurance business. 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 wrap-fee program management, implementing portfolios through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

Robert Sutherland is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Private Client Services since 2010. Outside of advising, he serves as the board president of Spirito, a 501(c)(3) choral organization in Oakbrook, Illinois. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm manages approximately $1.05 billion across over 3,200 client accounts and offers financial planning, consulting, and portfolio management through various implementation platforms and both discretionary and non-discretionary account management.

Valentina Canonaco is a financial professional at Forum Financial Management, LP with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Cetera and APC Financial Group. Prior to her financial career, she spent several years in education at Carol Von Linne Elementary and St. Procopius School. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios grounded in Modern Portfolio Theory, primarily using institutional mutual funds and ETFs, and offers turnkey asset-management and back-office services to other RIAs.

John Sciaccotta is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Forum Financial Management, LP for seven years. Outside of his advisory role, Sciaccotta is the managing partner of DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a CPA firm. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management and utilizing a range of mutual funds, ETFs, equities, fixed income, and options.

Ryan Zink is a CFP® and ChFC® with 13 years of experience in financial services. He is affiliated with Forum Financial Management, LP and has held roles at Element 30 Insurance Solutions Inc. and Purshe Kaplan Sterling Investments. Outside his advisory work, he serves as president and broker of an insurance firm. 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 independent RIAs, implementing model portfolios primarily using DFA mutual funds and ETFs within a Modern Portfolio Theory framework.