Nicole Campbell is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has worked at Forum Financial Management, LP since 2014, currently serving as an advisor at the firm’s Lombard, Illinois office. 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, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Colin Perry is a Series 65-licensed financial advisor with one year of industry experience. He is currently with Forum Financial Management, LP and has prior experience at PR Wealth Management Group and as a self-employed advisor. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory, implementing these primarily through institutional mutual funds and ETFs, and offers specialized services including back-office support and sub-advisory solutions for independent advisors and RIAs.

Brendan Feeney is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with two years of industry experience. He holds the Series 66 designation. Outside of his advisory role, he has been involved with IHSA/USA Lacrosse since 2023. 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 portfolio management, utilizing a range of asset-allocation models and investment vehicles.

Joseph Orsolini is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with World Equity Group since 2002 and also serves as President and Owner of College Aid Planners, Inc., a firm specializing in college financial aid consulting and tax preparation. Outside of his advisory roles, Orsolini is involved in youth wrestling as an assistant coach and serves as Treasurer and Board Member for Rising Tide Wrestling, a nonprofit supporting economically challenged youth in the sport. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its Adhesion Money Management wrap-fee program, utilizing third-party money managers and risk-tolerance assessments to guide investment strategies.

Lawrence Kimmel Jr. is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. He holds a Series 66 designation and has worked at Harbour since 2018, following nine years at Ausdal Financial Partners and over three decades running his own CPA and tax preparation firm. He also maintains an active role as president of Lawrence J. Kimmel, P.C., providing accounting and tax services. Harbour Investments offers investment advisory and financial planning services to a diverse client base including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to develop customized investment strategies and provides various portfolio management and model-based solutions.

Keith Mooney is a CFP® and ChFC® with 31 years of experience in the financial industry. He is currently with VestGen Advisors, LLC and has held positions at firms including Triad Advisors, Sequoia Wealth Management, and LPL Financial. Outside of advising, he serves as president and organizer of Capital Financial Education Group, a nonprofit that provides educational seminars. VestGen Advisors, LLC offers investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional entities. The firm combines advisor-level client relationships with centralized portfolio construction, employing third-party managers and proprietary strategies to serve a broad range of clients.

Michael Seidler is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked previously at Bankers Life and Bankers Life Securities, and currently also serves as an associate and investment advisor representative at Burling Wealth Advisors Inc. in addition to his role at Gradient Advisors. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of investment advisor representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio construction.

Paul Moy is a CFP® with 47 years of industry experience, currently serving as an advisor at SPC since 2011. He is also associated with Sigma Financial Corporation during the same period. Outside of his advisory role, Moy is a licensed insurance agent appointed with various insurance companies, acts as a trustee for his own trust, and offers notary public services in Cook County, Illinois. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

David Deschamps is a CFP® with 18 years of industry experience, currently serving at Corient. His prior experience includes roles at Balasa Dinverno Foltz LLC, Ausdal Financial Partners, Inc., and KRM Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, using a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation. The firm offers specialized services including family office, tax, and corporate trustee services, and manages affiliated private fund platforms.

Scott Krzeminski is a financial advisor at William Blair with 31 years of industry experience. He has been with William Blair & Company since 2014. He holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Alan Flota is a financial advisor with Eagle Strategies (NY Life) based in Elgin, IL, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Eagle Strategies and affiliated entities in 2025, he spent 32 years working for School District U-46. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

David Hanson is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2010. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of finance, he is a minority partner in a Wheaton-based partnership focused on land ownership, farming, and wetland creation. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, brokerage, and M&A advisory with both discretionary and non-discretionary managed solutions.

Brandi Ruffalo is a financial advisor at Independent Financial Group, LLC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Independent Financial Group since 2009. Outside of her advisory role, she owns Valuation & Forensic Partners, LLC, which provides business valuation, litigation, and divorce consulting services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a combination of firm- and third-party investment models and utilizes both passive and active management across multiple risk profiles.

Adria Siewert is a ChFC® and Series 66 credentialed advisor with 18 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC and its affiliated entities since 2013, and previously worked at LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and a structured rebalancing process.

John Pestikas is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with PNC investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account accessible to employees with existing PNC Bank online credentials. Their approach uses approved strategies executed via mutual funds and ETFs, relying on algorithmic risk assessments and delegating portfolio management and proxy voting to third parties.

Jerome O'Reilly is a financial advisor at PlanMember Securities Corporation with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Vista Financial Group Ltd. and OSAIC. O'Reilly is also involved in insurance sales and services through his sole proprietorship, Vista Financial Group Ltd. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education, support, and personalized retirement planning to its clients.

Kristina Denton is a financial advisor at Corient with 11 years of industry experience. She holds a Series 65 designation and has worked at Corient and its affiliated entities since 2022, following eight years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Justin Wilson is a CFP® with 21 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2006. He also has concurrent experience with Fifth Third Bank over the same period. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to a large bank, offering multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Scott Farwell is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2022. Prior to that, he was with TD Ameritrade for five years and Edge Financial Advisors for one year. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Neil Davies is a financial advisor at Creative Planning with Series 65 and Series 66 credentials and seven years of industry experience. His prior roles include several years at Capital Strategies Investment Group and Wells Fargo Clearing. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutional clients, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure across a wide range of advisory offerings.