James Bey is a financial advisor with Independent Wealth Network, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 36 years of industry experience. His prior roles include positions at Emerson Equity LLC and Brokers International Financial Services, LLC. Outside of financial advising, Bey volunteers as an official at swim meets for USA Swimming. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, plans, estates, charitable organizations, and corporations. The firm’s advisors oversee approximately $518 million in client assets and employ a range of investment strategies, including discretionary management using third-party models and direct portfolio implementation.

Meghan Nolan is a CFP® professional with eight years of experience at Forum Financial Management, LP in Lombard, IL. She has been with the firm since 2016. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs asset-allocation models based on Modern Portfolio Theory, utilizing institutional mutual funds and ETFs, and supports other RIAs through its turn-key asset-management platform and back-office services.

John Hicks is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Robert B. Ausdal & Co., Inc. since 2008. In addition to his advisory role, he serves as a trustee executing trust assets. 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 both discretionary and non-discretionary investment strategies across a range of products and account types.

Laura Norek is a financial advisor at Forum Financial Management, LP with two years of industry experience. She holds a Series 65 designation and has worked at Forum Financial Management in various capacities since 2021. Prior to this, she was employed at Leadership Extension Consulting and Career Education Corporation. 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, managing model portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

John Susin is a financial advisor with OneSeven in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Red Oak Capital Management, Niagara International Capital Limited, and Great Lakes Atlantic. Outside of his advisory work, he coaches a hockey team in Chicago. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach is primarily long-term with flexibility for shorter-term trading, utilizing diversified portfolios and access to alternatives and private placements.

Meggan Carroll is a CFP®-certified financial advisor with 13 years of industry experience. She has worked at JMG Financial Group Ltd since 2021 and previously spent eight years with MPS LORIA Financial Planners, LLC and Loria Financial Group LLC. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering wealth management, portfolio management, tax consulting, and retirement planning. The firm follows a planning-based, long-term investment approach supported by strategic asset allocation and employs a variety of investment vehicles including ETFs, mutual funds, equities, fixed income, and private investments.

Steven Nivens is a CFP® professional with 37 years of experience in the financial services industry. He has been with Ausdal Financial Partners, Inc. since 2011. In addition to his advisory role, he is involved in outside insurance sales, including fixed life, health, and disability insurance, and provides referrals for Medicare and travel insurance products. 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 both discretionary and non-discretionary strategies across a range of investment products.

Rikk Rodriguez is a financial advisor at VestGen Advisors, LLC with 14 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior roles include positions at Wells Fargo Advisors and Triad Advisors. VestGen Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, small businesses, and institutional entities, offering investment management, financial planning, and retirement plan services. The firm combines advisor-level client relationship management with centralized portfolio construction and employs third-party managers alongside proprietary investment strategies.

Jason Johnson is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Wells Fargo and Northwestern Mutual. Outside of his advisory work, he serves as Deputy Commissioner for USA Softball of Nevada and is involved as an assistant high school softball coach and part-time substitute teacher. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing asset-allocation models and a range of investment vehicles, with a notable emphasis on non-discretionary assets.

Thomas Campbell is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Forum Financial Management since 2014 and concurrently serves as Vice President of John E. Campbell & Assoc., Ltd., a CPA firm providing accounting and tax services. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm employs model asset-allocation portfolios managed primarily with DFA institutional mutual funds and ETFs, focusing on a Modern Portfolio Theory approach.

David Perry is a financial advisor at Forum Financial Management, LP with 24 years of industry experience. He holds a Series 66 designation and has previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc., PR Wealth Management Group, Inc., and Cambridge Investment Research, Inc. Outside of his advisory duties, he serves as treasurer and director of the Sunrise Professional Condominiums association in East Moline, IL. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers portfolio management and financial planning through a model-driven approach based on Modern Portfolio Theory, incorporating institutional funds, individual bonds, and outside managers, while also supporting independent advisors with back-office and sub-advisory services.

Anthony Ryan is a CFP® and CFA® with 20 years of industry experience. He has worked at JMG Financial Group Ltd since 2021 and spent 15 years at McLaughlin Capital prior to that. Ryan is based in Downers Grove, IL. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management services. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation, utilizing a range of investment vehicles and tax-aware techniques.

Joshua Glorch is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. He has worked at NorthRock Partners since 2019 and previously spent three years at Ameriprise Financial Services, Inc. He holds the Series 63 and Series 65 licenses and maintains current Illinois insurance licensure. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and periodic rebalancing while integrating private market allocations and utilizing AI tools alongside human oversight.

Charles Kiker is a CFP® with 33 years of industry experience, currently serving as an advisor at VestGen Advisors, LLC since 2024. His prior experience includes roles at Commonwealth Financial Network, Ek&A, and Mass Mutual Investors Services. Outside of his advisory work, he is a partner in Esposito Kiker & Associates, which supports his team’s compensation and benefits management. 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 pooled investment vehicles. The firm utilizes a combination of advisor-level client relationship work and centralized portfolio construction, employing proprietary and third-party managers to deliver its services.

Grant Luebe is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, with eight years of industry experience. He previously worked at Heartland Investment Associates and Cedar Rapids Bank & Trust. Luebe serves as a board member of the Birkey Investment Fund, teaching investment topics to students, and participates in finance committees for Wellington Heights Community Church and Heritage Area Agency. He is also involved with Junior Achievement of Eastern Iowa. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, managing a substantial majority of assets on a non-discretionary basis.

John Karavouzis is a CFP® with 14 years of industry experience, currently serving as an advisor at JMG Financial Group Ltd since 2018. His prior experience includes roles at Highpoint Advisor Group, LLC and LPL Financial, 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 focused on strategic asset allocation and offers a range of investment options including ETFs, mutual funds, equities, fixed income, and alternative investments.

Herman Tkach is a CFP® professional at Soltis Investment Advisors, LLC with 19 years of industry experience. His prior roles include positions at Mercer Global Advisors, U.S. Bancorp Investments, U.S. Bank, and TIAA-CREF. He serves on the board of his condominium association and is a board member and endowments committee member of the Jewish United Fund of Metropolitan Chicago’s Russian Speaking Jewish Division. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans, managing approximately $13 billion in assets. The firm employs a Modern Portfolio Theory-based approach that integrates quantitative screening and qualitative manager due diligence and emphasizes ongoing client communication through regular reviews and market commentary.

Michael Bruno is a ChFC®-designated financial advisor with 43 years of industry experience. He is currently with LaSalle St. Investment Advisors, L.L.C. and has previously worked with Securities America Advisors and Invest Financial Corp, among others. Outside of his advisory role, he serves as president of MJB Financial Services, Inc., an insurance sales business. LaSalle St. Investment Advisors provides 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 investment programs, with a notable emphasis on non-discretionary asset management.

Elana Feigenblatt is a financial advisor at CL Wealth Management LLC in Schaumburg, IL, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CL Wealth Management since 2013. She also maintains an affiliation with Cabot Lodge Securities LLC. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies using fundamental and technical analysis, custom model portfolios, and regular monitoring.

Jeremy Schares is a CFP® with 18 years of industry experience and is currently with Waverly Advisors, LLC. Prior to joining Waverly Advisors in 2024, he worked for 16 years at StrategIQ Financial Group, LLC. He is also a member of two holding companies, IQ Companies, LLC and WAAM TOPCO, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations and offers a range of services including financial planning, retirement plan consulting, and multi-family office solutions.