Jason Balogh is a CFP® professional with six years of experience in financial services. He is currently with OnePoint BFG Wealth Partners and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of advising, he may earn commissions from insurance product sales. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with most assets managed on a discretionary basis.

Benjamin Weinberger is a CFP®-designated financial advisor with Capital Analysts, bringing four years of industry experience. His prior roles include positions at Lincoln Investment, Cetera, and self-employment ventures. Outside of advisory work, he provides insurance services related to life and long-term care products. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm employs an in-house investment research team and offers automated rebalancing, tax-aware options, and a range of client agreement structures.

William Karstenson Jr. is a financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ausdal since 2010 and has operated Karstenson Financial Services since 1997. Outside of his advisory work, Karstenson serves as a permanent deacon for the Archdiocese of Chicago, performing liturgical and ministerial duties. 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, utilizing a range of discretionary and non-discretionary investment strategies across various asset classes.

Amy Marker is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 designations and over 30 years of industry experience. Her prior roles include positions at Edward Jones and Northern Trust. She has worked at Ausdal Financial Partners in two separate tenures totaling nine years. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a variety of investment services and tailors strategies to client objectives, utilizing multiple custodians and integrating third-party managers in its solutions.

Timothy Brennan is a financial advisor at Merit Financial Advisors with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pinnacle Financial Group and Commonwealth Financial Network for 26 years. He is also a notary public. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach with customizable portfolio models overseen by an internal Investment Management team.

Christian Luna is a financial advisor at Maia Wealth with four years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Wealth Watch Advisors and Senior Solutions LLC. Luna has also served in the United States Naval Reserve. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm uses a variety of analytical approaches with a long-term focus and coordinates estate-planning and tax services through third-party specialists.

George Clougher is a financial advisor at Virtue Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OneAmerica Securities, Red Oak Risk Management, Praxis Capital Management, and Safe Money Concepts. Outside of advisory work, he is involved in non-variable insurance sales, including fixed life and fixed annuities. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, ERISA consulting, and a financial education course for pre-retirees, employing a model-driven investment approach that uses quantitative optimization and proprietary economic data inputs.

Allan Kaplan is a financial advisor with M Holdings Securities, Inc., holding the ChFC® designation and Series 63 license, and has 38 years of industry experience. He has worked at M Holdings Securities since 2001 and previously at New Century Planners and The Robinson Financial Group, Inc. Kaplan serves as a trustee for Lake Forest Academy, a private high school in Illinois. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and third-party managers.

Bradley Underwood is a financial advisor at World Equity Group, Inc. in Scottsdale, AZ, holding a Series 66 designation with 22 years of industry experience. He has been with World Equity Group since 2015. Outside of his advisory role, Underwood is involved in providing prepaid legal services and offers payroll and employee benefits solutions through independent contractor roles. World Equity Group serves individual and high-net-worth clients, business entities, nonprofit 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.

Colin Kelty is a financial advisor at Belpointe Asset Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and MB Financial Bank. Outside of his advisory role, he is involved in a tax planning business and participates in theatre production and venue management. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting with a customizable approach that includes passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Ann Gunst is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Trustmont Advisory Group, Inc. She previously worked at Halo Securities LLC and Sentinus, LLC. Outside of her advisory role, she is a partner involved in accounting and bookkeeping for Graber Family LLC. Trustmont Advisory Group serves a diverse client base including individuals and various institutional clients, providing financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment outlook and combines public research with adviser judgment in its approach.

Justin Lesch is a CFP® and holds a Series 66 license with 15 years of experience in the financial advisory industry. He has been with JMG Financial Group, Ltd. since 2013. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation when requested. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors, employing a strategic asset allocation approach overseen by an investment committee and offering a variety of fee arrangements and specialized services.

James Tilley is a Series 65 registered financial advisor with six years of industry experience. He is currently with Foundations Investment Advisors LLC and also serves as managing partner at Liberty Hill Financial Planners. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 investment adviser representatives.

Constantine Quintas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the Thorndyke Group at Merrill in 2020 and brings over two decades of experience in the financial services industry. He specializes in constructing and managing personalized, goal-based portfolios for clients and business owners to help them achieve their essential and aspirational financial goals while meeting their responsibilities and priorities. Constantine's expertise includes investment management, retirement and college planning, home financing, securities lending, banking, estate planning, and wealth transfer strategies. He utilizes a team of professionals to support clients in these areas. His client focus encompasses college education planning, divorce transition planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds a Bachelor's degree from the University of Illinois and a Master of Business Administration (MBA) from DePaul University. Constantine has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is involved with the No Bats Baseball Club, a nonprofit organization dedicated to promoting charity and goodwill through baseball.

John Bollweg is a CFP® professional with 15 years of experience in financial planning and advisory services. He has worked at JMG Financial Group, Ltd. since 2020 and previously spent ten years with MPS LORIA Financial Planners, LLC. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation when requested. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors, employing a strategic asset allocation approach overseen by an investment committee and utilizing a variety of investment vehicles including ETFs, mutual funds, individual equities, fixed income, private funds, and unaffiliated sub-advisors.

Arvin Weindruch is a financial advisor at Forum Financial Management, LP with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Harris Weindruch & Co. Ltd. for over four decades. Outside of his advisory role, he operates an accounting and consulting business as a sole proprietor. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also offers sub-advisory services and a turnkey asset management platform to independent RIAs, utilizing model portfolios primarily invested in DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

David Lennon is a financial advisor with Forum Financial Management, LP in Joliet, IL, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience and has been with Forum Financial Management and Purshe Kaplan Sterling Investments since 2013. Lennon is also the owner of Senesac & Lennon, Ltd., an accounting and tax services firm. 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, utilizing model portfolios primarily implemented with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Levi Palomo is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Osaic Advisory Services, Arbor Point Advisors, Securities America, and TD Ameritrade. Outside of his advisory work, he is a financial planner with Pillar Financial Advisors, LLC. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm offers both discretionary and non-discretionary investment management using a range of strategies and investment vehicles.

Brett Ludwig is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He has worked exclusively at JMG Financial Group, Ltd. since 2014. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation. The firm manages approximately $6.36 billion in assets with a team of 64 advisors and employs a strategic asset allocation approach overseen by an investment committee, utilizing ETFs, mutual funds, individual equities, fixed income, private funds, and sub-advisors.

Mark Weil is a CFP® and Series 65-licensed advisor with nine years of industry experience. He is currently with Dynamic and has previously worked at Strategic Wealth Partners. Weil owns seats on the Chicago Mercantile Exchange, which he rents out. Dynamic serves a broad range of clients including individuals, trusts, estates, charitable organizations, pension plans, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers services such as portfolio management, financial planning, and sub-advisory support.