Jonathan Miller is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Verity Asset Management and Appreciation Financial. Outside of advisory work, he is involved with ERC Specialists, LLC, providing business consulting services to owners in Bartlett, IL. Encompass More Asset Management LLC offers discretionary portfolio management, financial planning, and retirement model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers, managing a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Barry Link is a Series 63 licensed advisor with 48 years of industry experience. He has been with World Equity Group, Inc. since 2001 and also operates Link Diversified Services, which he has owned since 1982. Outside of his advisory roles, he works as an independent contractor with Abacus Life Settlements, assisting seniors with policy evaluations and sales, and he is involved in the sale of fixed life insurance policies. 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 employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Jaclyn Garcia is a CFP® with 10 years of industry experience, currently serving at JMG Financial Group, Ltd. since 2015. She is a manager of Glass Pumpkin Vineyard, LLC, a vineyard business unrelated to investments. JMG Financial Group, Ltd. provides discretionary investment management, financial advisory, retirement plan consulting, and tax services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $6.36 billion in assets through a strategic asset allocation process overseen by an investment committee, utilizing ETFs, mutual funds, individual equities, fixed income, private funds, and sub-advisors.

James Lapera is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Forum Financial since 2012 and previously at Purshe Kaplan Sterling Investments, Inc. and Pinnacle Financial Solutions, PC. Outside of his advisory work, he is involved in insurance sales and owns a holding company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, and serves as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm emphasizes model portfolios based on Modern Portfolio Theory and manages over $9 billion in assets.

Michael Rohrwasser is a CFP® with 39 years of industry experience. He is currently with HighPoint Planning Partners and has been associated with VANTAGE FINANCIAL PARTNERS Limited since 1989. 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 individualized investment policies using fundamental analysis across a range of securities and custodied program solutions.

Joseph Esposito is a financial advisor at VestGen Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network and Private Client Services. Esposito also maintains a long-term affiliation with Ek&A. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients through discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers.

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® certificant with six years of experience in the financial advisory industry. He currently works at JMG Financial Group LTD and has previously held 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 comprehensive wealth and portfolio management services. The firm employs a planning-based, long-term investment approach featuring strategic asset allocation and tactical committee-approved shifts, utilizing a diverse range of investment options and tax-aware techniques.

Phillip Miodowski is a financial advisor at Calamos Wealth Management LLC with seven years of industry experience. His prior roles include positions at Mercer Global Advisors Inc., CIBC Private Wealth Management, The AYCO Company, L.P./Mercer Allied, and Merrill. He holds Series 63 and Series 65 designations. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment approach emphasizes asset allocation and ongoing monitoring across a range of investment vehicles, including individual equities, mutual funds, ETFs, and private investment funds.

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 LPL Financial based in Peoria, IL, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been affiliated with LPL Financial since 2009 and also provides investment advisory services through HighPoint Advisor Group, LLC. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment delivery options, combining large-scale advisory operations with insurance and lending products.

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 65 and Series 63 licenses and has worked previously at Cetera, Callero Capital Wealth Management, APC Financial Group, and in educational roles 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 constructs model portfolios based on Modern Portfolio Theory and offers a range of discretionary and non-discretionary management, financial planning, and sub-advisory services, with a focus on wholesale relationships and back-office support for independent advisors.

John Sciaccotta is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and nine years of industry experience. Before joining LaSalle St. in 2023, he worked at Forum Financial Management, LP and was a managing partner at the CPA firm DeMarco Sciaccotta Wilkens Dunleavy, LLP. He continues to manage the CPA firm alongside his advisory role. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management, employing both discretionary and non-discretionary strategies across a range of asset classes and investment approaches. The firm is notable for its predominance of non-discretionary assets and its use of fee-sharing and co-advisor arrangements when recommending third-party managers.

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.

Adam Sarno is a financial advisor at LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation with six years of industry experience. His prior roles include positions at Merrill Lynch Pierce Fenner & Smith, Bank of America, and LaSalle St. Securities. Outside of his advisory work, he mentors college students who are members of Beta Theta Pi at Butler University and serves as a trustee of a family trust. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of asset allocation models, mutual funds, ETFs, equities, fixed income, and options.

Mark Powell is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial and Highpoint Advisor Group dba OnPath Financial Group. He has been with both firms since 2014 and holds the Series 63 license. Outside of his advisory roles, Powell is involved with MP Financial Solutions Holdings, LLC, a business entity for tax and investment purposes, and is a commissioned notary. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of solutions from financial planning and model portfolios to third-party asset management, supported by an in-house research team and a platform accommodating various investment strategies and service combinations.

Daniel Tresemer is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial in St. Charles, IL. He has been with LPL Financial since 2007 and serves as a co-managing partner and branch manager at HighPoint Advisor Group, LLC, where he has worked since 2013. Tresemer is involved with OnPath Outreach, a for-profit board focused on charitable service initiatives. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by in-house research and combines advisory operations with non-advisory product offerings such as insurance and lending services.

Daniel Breier is a financial advisor at Forum Financial Management, LP with a Series 65 designation and has been in the industry since 2020. He previously worked at National Seed from 2006 to 2020. 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, primarily using institutional mutual funds and ETFs, and offers a range of portfolio management and advisory services including sub-advisory and back-office support for independent advisors and RIAs.

Leslie North is a CFP® with 15 years of industry experience, currently affiliated with HighPoint Planning Partners in Chicago, IL. She has worked with LPL Financial, LLC since 2013 and has been associated with HighPoint Advisor Group, LLC (also known as Stonebridge Wealth Advisors) since 2012. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services 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 employs a fundamental analysis approach to construct individualized investment policies across various asset classes.