Martin Fogarty is a Series 66-licensed advisor with 22 years of industry experience. He currently serves at Total Clarity Wealth Management, Inc and has prior experience at Capital Point Financial Group, Ltd. Additionally, he is the founding attorney of The Heartland Law Firm, where he has worked since 2000. Total Clarity Wealth Management is a multi-advisor firm that provides comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, charitable organizations, corporations, and 401(k) plan sponsors, using a variety of investment vehicles and customized approaches.

James Bailey is a financial advisor at Stenger Family Office, LLC with a Series 65 credential and experience in the industry dating to 2022. He previously worked at Brown Brothers Harriman and Northern Trust Company. Stenger Family Office serves a diverse client base including individuals, trusts, and pension plans, managing approximately $735 million. The firm offers tailored portfolio management, financial planning, and family office services, using a combination of mutual funds, ETFs, and independent managers, supported by factor analysis and an investment committee.

Gregory Wolf is a financial advisor at Hunter Capital Management in Lombard, IL, with 44 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PWMCO, LLC for 17 years before joining Hunter Capital Management in 2020. Hunter Capital Management is an SEC-registered investment adviser serving high-net-worth individuals, pooled investment vehicles, and other institutional clients. The firm manages assets across separate accounts, a registered mutual fund, and private pooled vehicles, employing value-oriented equity strategies and a unique commodity subadviser arrangement within one private fund.

Christopher Huston is a financial advisor with Vertex Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been associated with Vertex Planning Partners since 2016 and worked with LPL Financial for nine years. Outside of his advisory work, he is involved with Reflexivity LLC, a business entity unrelated to investment activities. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities, offering financial planning, investment and wealth management, consulting, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation, diversification, and behavioral finance, utilizing both active and passive strategies through a variety of portfolios and third-party manager platforms.

Mark Komorowski is a CFP® and ChFC® with five years of industry experience. He is currently affiliated with Wellment Financial and has prior experience at Equitable Advisors and Nexen Group. Komorowski is also a licensed insurance agent involved with FSR Insurance Planning, Ltd. Wellment Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm utilizes vetted model portfolios and a sub-advisor platform focusing on tax-aware retirement planning and offers both comprehensive and modular financial plans.

Jack Rizzi is a CFP® professional at Dew Wealth Management with one year of industry experience. Prior to joining Dew Wealth Management, he worked at Patrick M. Sweeney & Associates, Inc. for two years. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary investment management and coordinates with clients’ other professionals as part of its multi-month and ongoing service programs.

Marty Grzynkowicz is a financial advisor at Acrylic Financial, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Acrylic Financial since 2020. Prior to this, he was affiliated with Interactive Financial Advisors, Brooklight Place Securities, and Cornerstone Financial Group, where he also serves as president of an insurance brokerage. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles. The firm manages approximately $58.4 million in discretionary assets, employing a combination of asset-allocation frameworks, momentum models, fundamental and technical analysis, and modern portfolio theory to tailor client programs to their goals and risk tolerance.

Chad Nolte is a financial advisor at Model Wealth with a Series 65 credential and no prior industry experience. His background includes roles at RSM US LLP and Walgreens, among other positions. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm follows a broadly passive investment approach emphasizing cost-effective, tax-aware implementation and integrates robo-managed strategies and direct indexing within a flat annual fee structure.

Shane Swanson is a financial advisor at Mutual of Omaha Investor Services, Inc. with 31 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including New York Life Insurance Company and Eagle Strategies. In addition to his advisory role, he is licensed as an insurance agent, focusing on life, annuity, disability, and long-term care insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts, operating primarily through a network of Investment Advisor Representatives who recommend approved products and strategies.

Michele Strauts is a financial advisor with Ausdal Financial Partners, Inc. in Park Ridge, IL, holding a Series 66 designation and 22 years of industry experience. She has been with Ausdal Financial Partners since 2010. Outside of her advisory work, Michele is an online influencer focusing on interior design, seasonal decor, and table setting. 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 both discretionary and non-discretionary strategies across a wide range of investment products.

Rishit Shah is a financial advisor at Simplicity Wealth with one year of industry experience. He holds a Series 65 credential and has previously worked in roles including software engineering at Discover and consulting at Kin and Carta. Outside of advising, he is a registered health insurance broker who assists individuals with health plan enrollment during open enrollment periods. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and model portfolios, combined with technology and operational services to support advisers.

Michael Drozd is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history at Bank of America, Merrill, Citigroup, and JPMorgan Chase 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 asset management programs, with a notable predominance of non-discretionary assets under management.

Michael Kassab is a CFA® charterholder with 21 years of industry experience. He has been with Calamos Wealth Management LLC since 2014 and also holds roles at affiliated entities including Calamos Advisors LLC and Calamos Financial Services LLC. Calamos Wealth Management offers discretionary wealth management, financial planning, and institutional advisory services for high-net-worth clients, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment approach integrates asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a range of individual securities, mutual funds, ETFs, and private investment funds.

Kyle Dell is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at LaSalle St. Securities, LLC, RHM, Avenue Logistics, Airliner, and American Metalcraft. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies across various asset classes, managing both non-discretionary and discretionary accounts, with an emphasis on non-discretionary management.

Arash Kadivar is a financial advisor at HighPoint Planning Partners with 15 years of industry experience. He holds the CFP® designation and several securities licenses, including Series 63, 65, and 66. Prior to joining HighPoint, he worked at LPL Financial, TD Ameritrade, Charles Schwab, and ALPS Holdings. 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, using fundamental analysis and multiple investment platforms to implement tailored portfolios.

Dennis Wojcicki is a financial advisor at Forum Financial Management, LP with 28 years of industry experience. He has been with Forum Financial Management since 2013 and previously worked at DSL Group from 1997 to 2013. He holds a Series 63 designation. 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 turn-key asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

John Vires is a CFP® and CFA® with 10 years of industry experience. He is currently a financial advisor at Forum Financial Management, LP and also provides financial advice through Mathieson, Moyski, Austin & Co., an accounting firm. Outside of his advisory roles, he volunteers with the Lions Club of Wheaton and serves as a Park Commissioner for the Wheaton Park District. Forum Financial Management, LP offers 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, implementing primarily Modern Portfolio Theory-based portfolios using institutional mutual funds, ETFs, and other fixed income strategies.

Craig Ibrahim is a financial advisor at HighPoint Planning Partners with 22 years of industry experience. He holds a Series 66 designation and has been with HighPoint Advisor Group since 2016, also maintaining a relationship with LPL Financial since 2009. Outside of his advisory role, he is involved in several tax preparation and accounting ventures. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes and custodial platforms.

Richard Kitick is a CFP® professional with 21 years of experience in the financial services industry. He has worked at HighPoint Planning Partners since 2013 and has been affiliated with LPL Financial since 2007. Outside of his advisory work, he serves as an assistant coach and referee for amateur hockey in the Chicagoland area. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a customized investment approach using fundamental analysis across various asset classes, supported by multiple custodial platforms and independent managers.

Dennis Ryan Jr. is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Midway Wealth Partners, LLC and World Equity Group, Inc. He is also an author, having published a book in 2022 available on Amazon. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services with access to alternative investments and retirement plan advisory.