Jeffrey Spokas is a financial advisor at Forum Financial Management, LP with three years of industry experience. He holds a Series 65 credential and has worked at Forum Financial since 2023. In addition, he is the principal of Spokas & Associates CPAs LLC, an accounting and tax services firm he has operated since 2018. Prior to these roles, he was employed at Keeley Construction Inc. from 2014 to 2018. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan advisory services, with an emphasis on model asset-allocation portfolios using institutional mutual funds, ETFs, and separate managed accounts, along with back-office and sub-advisory services for independent advisors and RIAs.

Ryan Sherman is a CFP® professional with two years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd in Downers Grove, IL. His prior experience includes roles at Ronin Capital LLC, Marquette Partners LP, and Lupo Securities, LLC. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach, focusing on strategic asset allocation and utilizing a variety of investment vehicles, including ETFs, individual equities, fixed income, and private investments.

Gerald King is a financial advisor at Pure Financial Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at Fairhaven Wealth Management, LLC since 2015. King is based in Wheaton, Illinois. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s planning-centered investment approach is overseen by an Investment Committee and incorporates tax-aware techniques, diversified portfolios, and the use of sub-advisers for specialized strategies.

Lou Ann Lisack is a Series 65-licensed financial advisor with Forum Financial Management, LP, where she has worked since 2014. She has 11 years of industry experience and also operates Tax & Financial Solutions, Inc., a tax and accounting firm. 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, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

John Burkhardt is a financial advisor at Pure Financial Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware techniques, income management strategies, and specialized sub-advisers.

Sammy Moy is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at HighPoint Advisor Group since 2014 and also maintains an affiliation with LPL Financial. Moy is involved with several insurance agencies including Eugene Cohen Agency and Crump Insurance Agency. 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 manages a wrap-fee program, utilizing a diversified investment approach across mutual funds, ETFs, equities, fixed income, REITs, and options.

Kevin Newman is a financial advisor at Ausdal Financial Partners, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ausdal Financial Partners since 2009. Newman is also the owner of Newman & Associates, Ltd, a fixed life insurance and annuities business he has operated since 1983. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer that manages over $2 billion in client assets. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary investment strategies across a variety of asset classes.

Mark Geoffrey is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with HighPoint Planning Partners and has previously worked at Level Four Advisory Services and Geoffrey, Johns & Associates, LLC. Outside of his advisory work, he serves as president of Bear Acquisitions, Inc., a machine shop. HighPoint Advisor Group serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management and financial planning, using fundamental analysis to implement diversified portfolios and utilizing third-party and sponsored program platforms to deliver advisory services.

Zachary Craggs is a financial advisor at Capital Analysts with Series 63 and Series 65 licenses and nine years of industry experience. He has been with Lincoln Investment since 2016 and worked briefly at Berlin Packaging the same year. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and proprietary investment management strategies.

Brian Van Buren is a Certified Financial Planner® at JMG Financial Group Ltd with nine years of industry experience. He has been with JMG Financial Group since 2016. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach with strategic asset allocation and utilizes a variety of investment vehicles, including ETFs, mutual funds, individual equities, fixed income, and alternative investments.

Walid Matariyeh is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 65 and Series 63 licenses and having one year of industry experience. His prior experience includes roles at Ernst & Young, RSM, PricewaterhouseCoopers, and Grant Thornton. Outside of advisory services, he is a partner at HTS Accounting & Tax and manages educational businesses focused on teaching coding to children. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities with services including discretionary asset management, financial planning, and retirement plan advisory. The firm builds investment policies through client consultations and implements portfolios using fundamental analysis across a variety of asset classes and third-party platforms.

Kevin Shekell is a financial advisor at Ausdal Financial Partners, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jackson National Life Distributors for 10 years. He is also involved in insurance sales and operates Shekell Wealth Management, LLC. Additionally, he serves as a notary public. 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, employing a range of discretionary and non-discretionary strategies across various asset classes.

Keith Plywaczynski is a CFP® professional with 14 years of industry experience. He is the founder and CEO of Fortitude Financial Partners and currently serves as an advisor at Mariner Independent. His prior experience includes roles at Mariner Wealth Advisors and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources.

Christopher Hurckes is a CFP® professional with six years of industry experience, currently serving as an advisor at Ausdal Financial Partners, Inc. since 2019. Prior to his advisory roles, he worked at Athletico Physical Therapy from 2012 to 2019. He is also a board member of the McHenry Chamber of Commerce, engaging in community activities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers a range of advisory programs, retirement services, and financial planning to individuals, trusts, corporations, pension plans, and nonprofits, implementing strategies through discretionary and non-discretionary accounts with access to multiple custodians and investment products.

Jessica Haages is a financial advisor with Forum Financial Management, LP, holding a Series 66 designation and nine years of industry experience. Her prior work includes roles at Cetera Investment Services, Resource Bank, and Raymond James & Associates. Outside of her financial advisory career, she is involved with Sorrento's Restaurant. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and separately managed accounts, and offers back-office and sub-advisory services to independent advisors and RIAs.

Christopher Lynn is a financial advisor at Integrated Advisors Network LLC with 19 years of industry experience. He holds a Series 65 designation and has operated JC Investment Management as a DBA since 2005. Integrated Advisors Network is an SEC-registered multi-team investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a combination of fundamental and quantitative analysis within a risk-profile framework and frequently uses third-party sub-adviser platforms to implement client strategies.

Thomas Mcnulty is a financial advisor at Mutual Of Omaha Investor Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Mutual Of Omaha since 2009. Outside of his advisory role, Mcnulty serves as the Executive Director of the Tinley Park Chamber of Commerce. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs primarily through a platform relationship with Envestnet. The firm operates within the Mutual of Omaha group, combining advisory, broker-dealer, and insurance services.

Christopher Ferraro is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior experience includes roles at Northern Trust Securities, Wells Fargo Clearing, and JP Morgan Securities. Ferraro is dually registered with HighPoint Advisor Group, LLC and LPL Financial. HighPoint Advisor Group serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management. The firm uses fundamental analysis and a variety of investment vehicles, as well as third-party and LPL-sponsored platforms, to implement customized investment policies.

William Davis is a Certified Financial Planner® (CFP®) with seven years of experience at Forum Financial Management, LP, where he has been employed since 2015. He serves as Treasurer for the Lake Eleanor Estates Homeowners' Association, overseeing finances and managing expenditures. 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, implementing portfolios primarily with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Heather Corley is a financial advisor with Highpoint Planning Partners, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. She has worked at HighPoint Advisor Group since 2021 and previously at LPL Financial, Trapp Financial, and Brookstone Capital Management. Outside of advising, she provides administrative support to HighPoint Advisor Group LLC. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and sponsors a wrap-fee program, employing fundamental analysis and a range of investment vehicles along with third-party and LPL-sponsored platforms.