Jeffrey Jones is a financial advisor at McAdam LLC in Chicago, holding a Series 65 designation with four years of industry experience. Before joining McAdam in 2022, he worked at Trimedx from 2017 to 2022 and at IUPUI from 2015 to 2017. 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 manage portfolios using mutual funds, ETFs, independent managers, and individual securities, offering a range of traditional and alternative investment strategies tailored to client objectives.

John White is a CFP® and CFA® with 17 years of industry experience. He has worked at Nuveen Investments, LLC for 24 years prior to joining JMG Financial Group Ltd, where he has been since 2020. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth management and portfolio management services supported by in-house tax consulting. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and uses a variety of investment vehicles including ETFs, mutual funds, individual equities, and alternative investments.

Bryant Merryman is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2019. He previously worked at Lido Advisors, LLC, HighTower Securities, LLC, and Merrill. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, offering comprehensive wealth management, financial planning, and investment consulting. The firm employs a total picture approach that integrates investment management with tax, trust, philanthropy, and risk planning, managing portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Abraham Fleck is a financial advisor at McAdam LLC in Chicago, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Meanwhile Space CIC, Vicente Foods, Indiana University, and Windward School. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm uses fundamental analysis and periodic portfolio reviews to tailor discretionary investment strategies, incorporating a range of traditional and specialized asset classes.

Christy Pedersen is a financial advisor at JMG Financial Group Ltd with 17 years of industry experience. She holds the CFP® and CFA® designations and has previously worked at Rockefeller & Co and Whitnell & Co. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth and portfolio management along with tax consulting and private investment fund advice. The firm employs a planning-based, long-term investment approach with strategic asset allocation complemented by tactical shifts reviewed by an investment committee.

Richard Doppelt is a financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, holding a Series 65 license with 26 years of industry experience. He has been with Brownson, Rehmus & Foxworth since 1999. Brownson, Rehmus & Foxworth provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies with a focus on client authorization for all trades.

Matthew Grubb is a CFP® with 22 years of industry experience, currently serving at JMG Financial Group Ltd since 2006. He is based in Downers Grove, IL. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach with a focus on strategic asset allocation and utilizes a variety of investment vehicles, including ETFs, mutual funds, individual equities, and private investments.

Anes Kadiric is a CFP® and Series 66-licensed advisor at Performance Wealth with eight years of industry experience. He has worked at Performance Wealth Partners, William Blair, Edward Jones, Stericycle, and Sports Made Personal. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services, using customized portfolios primarily composed of low-cost mutual funds and ETFs, with a focus on long-term investment strategies and ongoing client account oversight.

William Will is a financial advisor at AdvisorNet Wealth Partners with seven years of industry experience. He holds the CFA® designation and Series 63 and 65 licenses. Prior to joining AdvisorNet, he worked at JPMorgan Chase Bank and JP Morgan Securities. Will also sells fixed insurance products, including life, health, disability, annuities, and long-term care insurance. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal model portfolios to meet client objectives.

Kevin Brown is a financial advisor at Sequent Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked concurrently in insurance and financial services roles, including positions at Futurity First Insurance Group and United Insurance Services, Ltd. Outside of advising, he is involved in offering insurance products and services to clients. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm utilizes a structured risk framework and diversified investment approaches delivered through a network of advisors, providing a range of services from asset management to fiduciary retirement-plan consulting.

Jonathan Rogers is a CFP® professional with 18 years of experience in the financial industry. He has been with Forum Financial Management, LP since 2012. Outside of his advisory role, he is involved in managing a rental property in Downers Grove, Illinois. 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, offering model portfolios grounded in Modern Portfolio Theory and primarily implemented with DFA institutional mutual funds and ETFs.

T Buchanan is a financial advisor with Ausdal Financial Partners, Inc. who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Ausdal in 2021, Buchanan worked at Highpoint Advisor Group Dba Safe Harbor Retirement and LPL Financial. He is also the owner of Safe Harbor Retirement Consultants, LLC, where he is involved in insurance sales and wealth management activities. 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, providing a range of discretionary and non-discretionary portfolio management options.

Erik Faust is a CFP® professional with nine years of experience in financial advising, currently serving at JMG Financial Group Ltd since 2016. His work background is exclusively with JMG Financial Group. JMG Financial Group provides comprehensive wealth management services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach centered on strategic asset allocation and uses various investment vehicles, including ETFs, mutual funds, equities, fixed income, and private investments.

Dirk Swiderek is a financial advisor at First Advisors National, LLC with two years of industry experience. He holds a Series 65 designation and has been the owner of Bella International LLC, a jewelry business in Chicago, since 2009, which is currently in the process of liquidation. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to supplement individual security recommendations.

Kenneth Mitchell is a financial advisor at Ausdal Financial Partners, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Northwestern Mutual Investment Services Inc. and Valic Financial Advisors. Outside of advisory work, he is also active as an insurance broker. Ausdal Financial Partners serves a wide range of clients including individuals, trusts, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 accounts. The firm offers tailored investment strategies through various managed account platforms and integrates multiple custodians and third-party managers into client solutions.

Nikifor Minkov is a financial advisor with Associated Investment Services, Inc. in Chicago, IL, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Associated Investment Services, Inc. since 2012. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform.

Kevin Brainerd is a CFP® professional with 18 years of industry experience. He serves at HighPoint Planning Partners, where he has worked since 2016, and is also affiliated with LPL Financial. His prior experience includes a decade at HighPoint Advisor Group DBA OnPath. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers a range of services including discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.

Roger Ensminger is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 66 licenses and possessing 44 years of industry experience. He has been affiliated with LPL Financial since 2009 and has operated his own practice, Roger J. Ensminger & Associates, since 2016. He occasionally sells life, health, disability, and long-term care insurance. HighPoint Advisor Group serves a broad client base including individuals, pension plans, trusts, and charitable organizations, providing discretionary asset management, financial planning, and retirement plan advisory services. The firm builds investment portfolios using fundamental analysis and utilizes a variety of platforms and investment vehicles tailored to client needs.

Jakob Marringa is a CFA® with 16 years of industry experience. He has been with United Capital Financial Advisors since 2009. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions and supports other independent advisors through its FinLife Partners platform, while maintaining a broad affiliate network that includes legal, trust, lending, and referral services.

Danielle Rovner is a financial advisor with Capital Analysts in Lombard, IL, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Independent Financial Services and Lincoln Investment since 2015, as well as a prior year at Equitable Advisors. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary in-house teams and non-discretionary advisor-managed and third-party solutions, supported by proprietary mutual fund screening and integration with Lincoln Investment and institutional partners.