Sandra Crook is a financial advisor at Brookwood Investment Group with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Belpointe Asset Management. In addition to her advisory role, she is involved with Brookwood Insurance Group, where she is a licensed insurance producer focusing on fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and maintains multiple affiliated businesses alongside a network of proprietary partner offices.

David Zoller is a financial advisor with Lifeworks Advisors, LLC, holding a Series 66 credential and 16 years of industry experience. He previously worked at LaSalle St. Investment Advisors, LLC for 15 years and has been involved with Streamline Financial Services and Zoller, Swanson and Company since 2009. Outside of his advisory work, Zoller is engaged in tax preparation and runs educational platforms including a YouTube channel and blog focused on retirement planning and financial strategies. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche framework with a risk-based investment approach, utilizing diversified funds, third-party managers, and quantitative analysis, while maintaining integrated tax and accounting capabilities uncommon among multi-team advisors.

James Taylor is a financial advisor at HighPoint Planning Partners in Naperville, IL, holding a Series 65 designation with four years of industry experience. He has been with HighPoint Advisor Group, LLC, operating as TWG Wealth Partners, since 2016 and was self-employed for one year prior. Outside of advising, he has worked as a ride-sharing driver for Uber and Lyft. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs individualized investment policies with a broad range of asset types and custodial platforms.

David Henderson is a financial advisor with HighPoint Planning Partners in Batavia, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with HighPoint Advisor Group, LLC and LPL Financial since 2016. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations, managing approximately $4.0 billion in client assets. The firm employs fundamental analysis to construct individualized investment policies and utilizes a range of investment vehicles and custodied program solutions, with continuous account monitoring and annual formal reviews.

Joshua Cannata is a financial advisor at Arkadios Wealth Advisors with 9 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Arkadios Wealth Advisors in 2025, Cannata worked at Commonwealth Financial Network for nine years and at Lincoln Hall for two years. Outside of his advisory role, he owns Wind and Wheels, LLC, a vehicle holding company. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of advisory programs and an internal portfolio team called Arkadios Managed Solutions to support customized, discretionary investment management across multiple asset classes.

Nicholas Tumilty is a financial advisor at JMG Financial Group LTD with CFP® and Series 63 credentials and two years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Wealthspire. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and financial consulting. The firm employs a planning-based, long-term investment approach with emphasis on strategic asset allocation and utilizes a diverse range of investment vehicles including ETFs, mutual funds, individual equities, and alternative investments.

Todd Morgan is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has been with LaSalle St. Securities, Inc. since 1997. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary management approaches.

Stephanie Carreras is a financial advisor at Calamos Wealth Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Signet Financial Management, LLC from 2016 to 2023. 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 combines asset allocation with quantitative and qualitative analysis, using a variety of investment vehicles including individual equities, fixed income, mutual funds, ETFs, and private investment funds.

William Powell is a financial advisor with Mariner Independent, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors, where he worked for seven years. Powell is also involved with Fortitude Financial Partners, providing investment services through Mariner Platform Solutions. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a network of investment adviser representatives who offer financial planning, portfolio management, retirement consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary strategies.

Breanna Stohr is a CFP® professional with one year of industry experience, currently serving at JMG Financial Group Ltd since 2020. Her prior experience includes a role at Bank of America Merrill Lynch in 2019, along with various positions in education and retail. JMG Financial Group, Ltd. provides discretionary investment management, financial advisory, and consulting services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a strategic asset allocation approach with tactical adjustments and manages approximately $6.36 billion in assets through a team of about 64 advisors.

Michael Chandler is a financial advisor with World Equity Group, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining World Equity Group in 2014, he has been involved with Dogwood Capital Management, LLC since 2010, where he serves as president. Outside of his advisory work, Chandler serves on the board of trustees for Fayetteville Technical Community College and is a board member of the Karen Chandler Trust, which supports cancer patients. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers managed portfolios through wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party managers, with ongoing performance and account reviews.

Caitlyn Karl is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and nine years of industry experience. She has worked at LaSalle St. Investment Advisors and LaSalle St. Securities since 2021 and previously spent five years with Merrill and one year at Forero-Pearson. 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 management programs, with a notable emphasis on non-discretionary assets compared to other large advisers.

Luke Adam is a CFP® with six years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2019. Prior to joining Forum, he worked at Jones Lange Lasalle and Orbitz Worldwide. 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 acts as a sub-advisor and turnkey asset management platform for other independent RIAs, offering model portfolios and back-office services primarily using a Modern Portfolio Theory approach.

Ryan Peca is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Global View Capital Management since 2022. In addition to his advisory role, he is a senior customer success manager at OneStream Software, providing financial software services for the office of the CFO. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses quantitative and technical methods supported by its proprietary research platform to manage portfolios according to risk profiles and investment objectives.

James Coshun is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. He has been with LaSalle St. Securities, LLC since 2001. Outside of his advisory role, he is involved in fixed annuities, life insurance, and long-term care insurance businesses. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm uses a range of investment strategies, including both active and passive approaches, and manages a majority of assets on a non-discretionary basis.

Joseph Spokas is a CFP® and PFS™ credentialed advisor with 38 years of industry experience. He has been with Forum Financial Management, LP since 2002 and is also involved with Pinnacle Wealth Management, LLC and Spokas & Associates CPAs LLC. Outside of his advisory roles, he serves on the board of Lithotype, a custom packaging materials company. 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, utilizing model portfolios primarily implemented with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Scott Piggush is a financial advisor with LPL Financial in Bourbonnais, Illinois, holding a Series 66 designation and 19 years of industry experience. He has worked with LPL Financial since 2015 and currently provides investment advisory services through HighPoint Advisor Group, an independent registered investment advisor. LPL Financial serves a broad range of clients including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by in-house research and a large network of investment adviser representatives, delivering customized investment solutions through model portfolios, third-party managers, and discretionary arrangements.

Susan Penno is a PFS™ credentialed advisor with Avantax Planning Partners, Inc. in Oak Brook, IL, bringing two years of industry experience. She is also the owner of Sassetti, LLC, a tax and accounting firm where she provides tax compliance and planning services. Additionally, she serves as a successor trustee for her husband's revocable trust. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, with an investment process overseen by an advisory committee.

Daniel Schlesser Jr. is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds the Series 66 designation and has one year of industry experience. Prior to joining LaSalle St., he worked at SageSure and Accenture. Outside of advising, he provides bookkeeping and accounting services for commercial properties through LaSalle St. Services, LLC. LaSalle St. Investment Advisors offers personalized financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary management programs, with a notable emphasis on non-discretionary assets under management.

Ronald Shih is a financial advisor at HighPoint Planning Partners with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and Level Four Advisory Services. His outside business activities include ownership interests in several insurance agencies and financial solution firms based in Rosemont, Illinois. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach with a broad range of investment options and custodied program solutions.