Marcus Velasco is a CFP® and CFA® with 18 years of industry experience. He is currently with JMG Financial Group LTD, where he has worked since 2020, and has prior experience at Allstate and Nuveen Investments. Outside of his advisory work, he owns and operates VIA, LLC, a real estate rental business. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management and consulting services. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers tax consulting, separate account management, and access to private and alternative investments.

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.

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.

Phillip Smolinski is a financial advisor at Pure Financial Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Brokerage Services and Fairhaven Wealth Management, LLC. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, including services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee and combines enterprise-scale infrastructure with specialized operational features such as tax-aware strategies and advisor involvement in adult-education teaching.

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 15 years of industry experience. He holds a Series 66 designation and has previously worked at the London Stock Exchange Group, Northern Trust Securities, The Northern Trust Company, and Charles Schwab. JMG Financial Group Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax preparation services. The firm manages approximately $6.36 billion in assets and employs a strategic asset allocation approach overseen by an investment committee, utilizing a mix of ETFs, mutual funds, individual equities, fixed income, private funds, and sub-advisors.

Daniel Zolet is a CFA® charterholder with eight years at Riverfront Investment Group, LLC and four years of overall industry experience. Prior to joining Riverfront in 2018, he worked at IBM and spent time with Extended Travel. Riverfront Investment Group provides discretionary portfolio management and model-based investment solutions primarily to individual investors, as well as trusts, pension, and institutional clients. The firm operates a multi-advisor platform and employs a “Price Matters” investment approach that combines strategic and tactical asset allocation with security selection and risk management.

Natasha Titova is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at J.P. Morgan Securities and LPL Financial. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across a range of securities and program solutions.

Adam Naser is a financial advisor with Advisory Alpha, LLC, holding a Series 65 designation and two years of industry experience. He previously worked at Brookstone Wealth Advisors, Gradient Advisors, AE Wealth Management, and O'Connor Wealth Management. Naser is also a co-owner and investment advisor representative at Naser & O'Connor Wealth Management. Advisory Alpha is an SEC-registered advisory firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds approach through a centralized Investment Team and serves as a subadvisor and co-advisor to other registered investment advisers.

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.

Jennifer Taylor is a CFP® with 29 years of experience in the financial services industry. She currently works at Pure Financial Advisors, LLC and has prior experience at Fairhaven Wealth Management and Fidelity, where she spent over 25 years in various advisory roles. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm emphasizes a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware strategies, sub-advisers, and a multi-advisor platform supported by enterprise-scale infrastructure.

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.

Emilija Ilic is a financial advisor at Mission Wealth Management, LP with a Series 65 designation and one year of industry experience. Her prior work includes roles at Krd Ltd, Byline Bank, BG 011 LLC, and the Law Offices of Lee Steinberg. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients through a range of wealth management and financial planning services. The firm employs customized, long-term investment strategies incorporating ETFs, mutual funds, individual securities, and alternative investments, and offers advisory solutions that include tax-aware trading and risk management.

Anthony Lavarda is a financial advisor with World Equity Group, Inc. in Naperville, IL, holding a Series 63 designation and 39 years of industry experience. He has been with World Equity Group since 2009. Outside of his advisory role, he is the founder of St Raphael Lame Ducks, a prayer and social service group. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm uses a combination of model-based and customized investment approaches, including proprietary models and third-party manager allocations, managing approximately $944.7 million in assets.

Jeffrey Menough is a CFP® professional with 34 years of industry experience, currently affiliated with HighPoint Planning Partners. He has worked at HighPoint Planning Partners and its DBA Onpath Financial since 2013, and has been associated with LPL Financial since 2010. HighPoint Planning Partners serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and comprehensive financial planning, constructing investment policies through personal consultations and employing a diversified approach across various asset classes and third-party platforms.

Bradley Karkula is a CFP® with 17 years of experience in the financial services industry. He is currently with Calamos Wealth Management LLC and Calamos Financial Services LLC, having previously worked at Citibank, Morgan Stanley, and J.P. Morgan in various capacities. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment process involves rigorous idea sourcing, evaluation, and portfolio construction, often utilizing affiliated Calamos Funds and investment vehicles within a comprehensive governance framework.

Christopher Peterson is a financial advisor with HighPoint Planning Partners in St. Charles, IL. He holds a Series 66 designation and has 1 year of industry experience. Prior to joining HighPoint Advisor Group and LPL Financial in 2024, he worked at St. Charles Bank & Trust Company for 10 years. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and constructs individualized investment policies using fundamental analysis across various securities and program solutions.