Zachary Morgan is a financial advisor at AdvisorNet Wealth Partners with four years of industry experience. He holds the CFP® and CFA® designations, as well as a Series 66 license. Prior to joining AdvisorNet, he worked at Northern Trust for five years. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and third-party managers while offering both discretionary and non-discretionary management.

Uma Murthy is a financial advisor with StoneX Advisors Inc. in Frankfort, IL, holding a Series 66 license and bringing 25 years of industry experience. She has been with StoneX Advisors and related entities since 2019 and previously operated U-WIN Investment for 28 years. Outside of her advisory role, she owns and manages a health, life, and property insurance brokerage and is involved in medical student placement services through several related companies. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs multiple investment strategies and platforms to accommodate a wide range of client needs, including high-net-worth clients and ERISA plans.

Timothy Mccabe is a CFP® professional with 45 years of industry experience, currently serving at AdvisorNet Wealth Partners since 2019. He previously worked at Cetera Wealth Services, LLC and McCabe & Associates, Inc. Outside of advisory work, he is also licensed as an insurance agent specializing in life, health, disability, annuities, and long-term care products. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies using equities, fixed income, mutual funds, ETFs, and may include sub-advisors or internal model portfolios to meet client objectives.

Tony Kozaili is a financial advisor at JMG Financial Group Ltd with seven years of industry experience. He holds a Series 65 designation and previously worked at KPMG LLP for seven years before joining JMG Financial Group. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management, tax consulting, and private investment fund advisory services. The firm follows a planning-based, long-term investment approach emphasizing strategic asset allocation and employs a variety of investment vehicles, including ETFs, mutual funds, equities, fixed income, and alternative investments.

Nicholas Armbrust is a financial advisor at OnePoint BFG Wealth Partners with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and UBS Maltby Ludington Nelson Group. He has also worked with Kevin Spahn since 2023. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse clientele, including individuals, business entities, retirement plans, and charitable organizations. The firm employs a range of portfolio management strategies and incorporates technology and operational outsourcing to support its service model.

Judith Rossetti is a CFA® charterholder with one year of industry experience. She currently works at Forum Financial Management, LP and has previous experience at Macquarie Group and AMP Capital. She had a one-year career break prior to joining her current firm. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm offers model asset-allocation portfolios based on Modern Portfolio Theory and supports independent advisors through its Forum Advisor Alliance division.

Sara Salvino is a Series 65-credentialed advisor with one year of industry experience. She is currently with Performance Wealth, where she has worked since 2023, and previously worked at UBS Financial Services. Salvino has an academic background including roles at Vanderbilt University and The University of Chicago. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing discretionary and non-discretionary investment management along with comprehensive wealth management and financial planning. The firm manages over $4 billion in client assets and employs a primarily long-term, portfolio-focused investment approach using diversified allocations across mutual funds, ETFs, individual securities, and alternative investments.

Donald Zolfo is a CFP® certificant with 12 years of industry experience, currently serving as an advisor at Sowell Management since 2020. He previously worked at 83rd Street Wealth Management, LLC from 2016 to 2020. Outside of advisory work, he is also involved in insurance sales and service, dedicating time to that activity outside trading hours. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple investment management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.

Gregory Vlassov is a CFP® professional with nine years of experience at JMG Financial Group Ltd. He began his career at Dominican University before joining JMG Financial Group in 2017. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with services that include wealth management, portfolio management, and financial consulting. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and utilizes a range of investment vehicles, including ETFs, mutual funds, equities, fixed income, and private investments.

Jody Robinson is a financial advisor at Kingsview Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Morgan Stanley prior to joining Kingsview in 2015. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of in-house strategies, third-party managers, and alternative investments.

Eric Medina is a financial advisor at IP Financial Advisory Services LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services since 2019, with prior roles at CFD Investments Inc and Creative Financial Designs. Outside of his advisory work, Medina serves as a high school tennis coach at Bishop Noll. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized investment strategies and specialized advisory services, including actuarial and insurance consulting, emphasizing non-high-net-worth investors and retirement plan participants.

Gerran Batterberry is a CFP® professional with 21 years of industry experience, currently affiliated with HighPoint Planning Partners. He has held roles at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and TD Ameritrade. Outside of his advisory work, he has experience in flight training. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary asset management and financial planning, utilizing fundamental analysis and multiple investment platforms to implement customized portfolios.

Megan Martin is a financial advisor at Forum Financial Management, LP with seven years of industry experience. She holds a Series 65 credential and has been with Forum Financial Management since 2011. Outside of her advisory role, she is a member of FRM Holdings LLC, a holding company. 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 primarily implemented with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Michael Moles is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked concurrently since 2016 as a tax preparer with Match Enterprises, Inc., providing tax return services. Forum Financial Management, LP delivers 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, ETFs, and individualized fixed income strategies, and offers specialized back-office and sub-advisory services to independent advisors and RIAs.

Michael Corrigan is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Harvest Investment Services for 12 years and has served as an elected official and commissioner for Proviso Township for over a decade. Outside of his advisory work, Corrigan is involved in mental health services as a commissioner on the Proviso Township Mental Health Commission and participates in college planning education for families. Simplicity Wealth serves a diverse client base including individual and institutional investors, as well as financial firms, offering services from financial planning and portfolio management to retirement plan solutions and a managed account platform. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides advisory services combined with technology and operational support for other advisors.

Oduardo Periu is a financial advisor at Interactive Financial Advisors with 24 years of industry experience. He has been with Interactive Financial Advisors since 2005 and previously worked at Citgo for over three decades. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and primarily uses ETFs and mutual funds, applying Modern Portfolio Theory and fundamental analysis in its investment approach.

Paul Rokosz is a CFA® charterholder with 12 years of industry experience. He has been with ValMark Advisers, Inc. since 2018 and holds the Series 63 designation. In addition to his role at ValMark, he is involved with Trove Private Wealth, where he provides financial planning, investment advisory, and insurance services. ValMark Advisers, Inc. serves individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm offers diversified, goal-based investment portfolios primarily using mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and comprehensive back-office services.

Michael Kite is a financial advisor with Forum Financial Management, LP and holds a Series 66 designation. He has 14 years of industry experience and has worked at Forum Financial Management since 2012. In addition to his advisory role, Mr. Kite is a partner and attorney at Williams & Kite, LLC, a law firm specializing in estate planning, real estate, and corporate law. He also serves as a director and secretary for the Budzinski Family Foundation, a nonprofit focused on healthcare, education, spirituality, and animal welfare. 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, offering model portfolios primarily implemented with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

William Hurckes is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes founding Hurckes Financial Strategies and roles at Clarity Group Midwest, LLC. Outside of advising, he works as an independent insurance agent, selling term life, fixed universal life, fixed whole life, disability income, and fixed annuities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, utilizing both discretionary and non-discretionary strategies across a wide range of asset classes.

Ann Greenberg is a CFP® professional with 14 years of experience in the financial services industry. She is currently with HighPoint Planning Partners and has previously worked at Moneco Advisors, LLC and LPL Financial. 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 acts as sponsor and manager of a wrap-fee program, employing a range of investment vehicles and third-party platforms to implement client portfolios.