Shawn Wears is a CFP® professional with 19 years of industry experience, currently affiliated with Capital Analysts. He has been with Lincoln Investment since 2014. Outside of his advisory role, he is involved in insurance sales and serves as financial secretary for a community social club. Capital Analysts serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, trusts, and corporate entities. The firm provides discretionary and non-discretionary portfolio management through various programs and utilizes an in-house investment management and research team to support advisor-led portfolio decisions.

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.

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 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 previously worked at VANTAGE FINANCIAL PARTNERS Limited. 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 and consulting, retirement plan advisory, and manages a wrap-fee program, utilizing a variety of investment strategies and platforms.

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.

James Geake is a financial advisor at Madison Avenue Securities, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Madison Avenue Securities since 2006. Geake is also a 50% owner of Wayne Messmer & Associates, LLC, which provides sales and service of life and health insurance and annuities. Additionally, he serves as a board member of Voyageur Crossings Condominium. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of account platforms and investment strategies, delivering portfolio management, financial planning, pension consulting, and college-savings services through its network of investment adviser representatives.

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.

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 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 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 at LaSalle St. Investment Advisors, L.L.C. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Forum Financial Management, LP, and DeMarco Sciaccotta Wilkens Dunleavy, LLP, where he served as managing partner of a CPA firm. 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 investment programs, manages third-party managers, and frequently emphasizes a non-discretionary asset mix.

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. with six years of industry experience. He holds a Series 66 designation and has worked at LaSalle St. Securities and Merrill, among other firms. Outside of his advisory role, he mentors college students who are members of Beta Theta Pi at Butler University and serves as a trustee of his parents' trust. 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 investment programs, emphasizing a predominance of non-discretionary asset management.

Mark Powell is a CFP® with 25 years of industry experience, currently serving as an advisor at Highpoint Planning Partners since 2014. He is also registered with LPL Financial and has a background primarily with Highpoint Advisor Group, doing business as OnPath Financial Group. Outside of his advisory work, he is involved with MP Financial Solutions Holdings, LLC for non-investment related purposes and holds a notary role. Highpoint Planning Partners serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, utilizing fundamental analysis and multiple investment platforms to tailor portfolios.

Robin House is a financial advisor with 14 years of industry experience, currently with Alphastar Capital Management. He holds a Series 66 designation and has worked at firms including Savant Wealth Management and The Marshall Financial Group. Outside of advising, he owns Undiscovered College, a college consulting business. Alphastar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and third-party technology to implement strategic and tactical investment approaches across a broad range of asset types.

Daniel Tresemer is a CFP® professional affiliated with HighPoint Planning Partners, with 29 years of experience in the financial services industry. He has been associated with LPL Financial since 2007 and has held roles at HighPoint Advisor Group, LLC, including co-managing partner and branch manager of OnPath Financial. Tresemer is also involved with OnPath Outreach, a for-profit board dedicated to charitable service initiatives. HighPoint Advisor Group serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers a range of services such as discretionary asset management, financial planning, retirement plan advisory, and utilizes various investment platforms and strategies tailored to client needs.