James Taylor is a financial advisor with Highpoint Planning Partners in Downers Grove, IL. He holds a Series 65 designation and has four years of industry experience. Prior to joining Highpoint, he was self-employed for one year and has been associated with HighPoint Advisor Group, LLC D/B/A TWG Wealth Partners for ten years. Outside of his advisory work, he has engaged in ride-sharing services as a driver for Uber and Lyft. Highpoint Planning Partners serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and other consulting services, employing fundamental analysis and a variety of investment vehicles across multiple platforms.

David Henderson is a financial advisor at HighPoint Planning Partners with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with HighPoint Planning Partners and LPL Financial since 2016. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management, utilizing fundamental analysis and a range of investment vehicles to construct client portfolios.

Nicholas Tumilty is a CFP® professional at JMG Financial Group Ltd with two years of industry experience. He has held roles at Charles Schwab & Co., Wealthspire, and DoorDash, as well as positions at UW-Madison Wisconsin School of Business. JMG Financial Group provides wealth management, portfolio management, and financial consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach emphasizing strategic asset allocation and offers in-house tax consulting alongside access to private and alternative investments.

Alexandra Furlong is a financial advisor at Northern Trust Securities, Inc. with 12 years of industry experience. She holds the Series 66 designation and has worked at Northern Trust Securities since 2017, following prior roles at PNC Investments, PNC Bank, Ausdal Financial Partners, and McAdam LLC. Northern Trust Securities, Inc. provides discretionary portfolio management through a model-driven wrap fee program for high-net-worth individuals, retail investors, and institutional clients. The firm offers Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services with an emphasis on periodic portfolio review and rebalancing.

Austin Whittington is a CFP® with seven years of industry experience, currently serving as an advisor at McAdam LLC since 2018. His prior work includes roles at Hilliard Lyons and First Harrison Bank, as well as a period at Indiana University. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, implementing portfolios primarily through fundamental analysis and a diversified allocation approach tailored to client risk tolerance and objectives.

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 at JMG Financial Group Ltd with one year of industry experience. She has previously worked at Bank of America Merrill Lynch and held various educational roles before joining JMG Financial Group. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management and portfolio management services. The firm uses a planning-based, long-term investment approach with a repeatable process and strategic asset allocation, drawing from a variety of investment vehicles including ETFs, mutual funds, and private investments.

Luke Adam is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Forum Financial Management, LP since 2019, following positions at Jones Lange LaSalle and Orbitz Worldwide. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional and corporate clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management and advisory services, including sub-advisory and back-office support for independent advisors and RIAs.

Matthew Dmytryszyn is a CFA® charterholder with seven years of industry experience. He is currently with Composition Wealth, LLC and previously worked at Telemus Capital, LLC and LaSalle Street Capital Management, LLC. Outside of his advisory role, he serves as Treasurer and board member of Bridge Communities, a nonprofit providing transitional housing to homeless families. Composition Wealth, LLC offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified funds supplemented by individual securities and independent managers, and manages approximately $9.47 billion in discretionary assets.

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.

Golam Tanzim is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previous work experience at Deloitte, Wayne State University, Plante Moran, and Hantz Bank. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a range of private and institutional clients, including high-net-worth individuals, banks, insurance companies, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and commonly utilizes third-party separate account managers and alternative investments.

Stephen Weber is a financial advisor at VestGen Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lake St, Raymond James & Associates, Inc., and J.P. Morgan Securities LLC. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients across 30 advisors. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Alfonso Pizzo is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Perillo Service Center. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management using model-driven, periodically rebalanced strategies that incorporate proprietary and third-party products via the Fidelity Managed Account Xchange platform.

Scott Piggush is a financial advisor at HighPoint Planning Partners with 19 years of industry experience. He holds a Series 66 designation and has worked at HighPoint Advisor Group since 2018 and LPL Financial since 2015. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, and retirement plan advisory, constructing client investment policies through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

Scott Glazer is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at RBC Capital Markets, UBS Financial Services, and Citigroup Global Markets. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of investment programs and financial planning services, managing approximately $4.21 billion in assets through a platform of about 173 advisors.

Ronald Shih is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior affiliations include LPL Financial, Level Four Advisory Services, New England Securities, and Osaic FA, Inc. He is also involved in fixed insurance sales through multiple agencies in Rosemont, Illinois. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor of a wrap-fee program, employing fundamental analysis and multiple platform solutions to construct and implement client investment policies.

Andrew Mccausland is a CFP® and ChFC® with 37 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2012 and also serves as President and Financial Advisor of The McCausland Group, where he provides financial planning, analysis, and advice. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. 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 investment strategies and custodial platforms.

Thomas Baumgart is a financial advisor at Chesley, Taft & Associates, LLC with 11 years of experience at the firm. He holds the Series 65 designation and is based in Chicago, IL. Chesley, Taft & Associates serves primarily high net worth individuals and related entities, including trusts, IRAs, and family foundations, managing roughly $3.0 billion in client assets. The firm employs fundamental equity analysis and tailored asset allocation to build portfolios using individual equities, fixed income securities, mutual funds, and ETFs, offering multiple investment strategies and serving a diverse client base that includes pension and charitable organizations.

Joseph Hubert is a financial advisor with McAdam LLC in Chicago, IL, holding a Series 65 designation and six years of industry experience. Prior to his advisory role, he worked at Caffery's Pub and Starbucks and attended Marquette University. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, offering a range of financial planning, investment management, and specialized strategies.

Mitchell Ehmka is a financial advisor at Kingsview Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been associated with Kingsview Asset Management since 2012 and IB Group DAB Kingsview Financial since 2011. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.