Robert Lively is a CFP® professional with three years of experience currently serving at JMG Financial Group Ltd. He has been with JMG Financial Group in various roles since 2018. Outside of financial advising, his background includes work with Ruth Lake Country Club and entrepreneurial involvement with Powder Hound Snow Removal, LLC. JMG Financial Group provides comprehensive wealth and portfolio management 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 services including in-house tax consulting and private investment fund advising.

Vincent Corso is a financial advisor at Ausdal Financial Partners, Inc. with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Cornerstone Securities LLC and Crown Capital Securities, L.P. Corso is also involved in insurance sales as an agent with BCH Insure, LLC, where he offers various insurance products. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm provides a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, access to third-party managers, retirement-plan advisory, and financial planning, tailoring investment strategies to each client’s objectives and risk tolerance.

Jeffrey Scheider is a financial advisor with VestGen Advisors, LLC, holding the CFP® and ChFC® designations and over 28 years of industry experience. His career includes roles at LPL Financial, Sequoia Wealth Management, Triad Advisors, and Private Client Services. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base that includes individuals, high-net-worth clients, small businesses, and institutional entities. The firm utilizes a combination of centralized portfolio construction and advisor-level relationship management, supported by third-party managers and proprietary strategies.

Matthew Sorenson is a CFP® with eight years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd. He previously worked at Sorenson & Company LLC and Urban Financial Advisory Corporation. 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 that emphasizes strategic asset allocation and utilizes a diverse range of investment vehicles including ETFs, mutual funds, individual equities, and private investments.

Steven Wilder is a CFP® professional with 18 years of experience in financial advising. He is currently with OnePoint BFG Wealth Partners and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. Wilder has been associated with Kevin Spahn since 2007. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary investment models, third-party managers, and custodian-sponsored programs, managing most client assets on a discretionary basis.

Jeffrey Doblin is a CFP® and CFA® with eight years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP. He has been with Forum Financial Management since 2017, with prior experience at Bourbon Financial Management and Wedbush Futures. Outside of his advisory role, he is involved in freelance writing and supports the Wilmette Park Districts through the Ouilmette Foundation. 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, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Bradley Kmetz is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 credentials and has 13 years of industry experience. Prior to joining Ausdal in 2024, he worked at Signature Financial Services, Ltd and First Heartland Capital Inc from 2015 to 2024 and has operated Kmetz Financial Group since 2017, providing full-service accounting and tax preparation. Kmetz also serves as treasurer for the Willowbrook Burr Ridge Chamber of Commerce. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a range of investment advisory services with strategies tailored at the advisor level, integrating multiple custodians and third-party money managers within its multi-team platform.

Mark Strefner is a financial advisor with World Equity Group, Inc. in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with World Equity Group since 2008 and previously worked at American General Securities Incorporated and AIG American General Life Insurance Company. Outside of his advisory role, he is involved in student loan assistance programs and serves as a consultant and partner to fintech and insurance-related ventures. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management and access to third-party money managers with an investment approach tailored by risk tolerance.

Ted Berman is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Ausdal since 2009. Outside of his advisory role, Berman is involved in advanced tax planning and business consulting through an LLC he owns, and he also manages healthcare software licenses related to chronic care management systems. 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 about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, implementing strategies across a range of asset types with both discretionary and non-discretionary management.

Tyler Boland is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual and Comey and Shepherd. In addition to advising, he is licensed as an insurance agent specializing in life, health, annuities, and other insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money management, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing platforms, serving a broad range of clients including both non-high-net-worth and high-net-worth investors.

Peter Murray is a CFP® and Series 65-registered financial advisor with three years of industry experience. He currently works at Forvis Mazars Wealth Advisors, LLC and previously held roles at FORVIS Wealth Advisors, Northwestern Mutual, and National Gift Card. Murray also has a background in education, having worked at Huntley High School and Marlowe Middle School. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofits by offering financial planning, investment management, and retirement plan consulting. The firm’s investment approach combines customized asset allocation with both active and passive strategies, emphasizing diversification, cost control, and long-term discipline within an integrated private client service model.

Joseph Lyons is a financial advisor with VestGen Advisors, LLC, holding the CFP® and ChFC® designations and bringing 28 years of industry experience. His career includes roles at Triad Advisors, LPL Financial, and Sequoia Wealth Management. Lyons is also involved in nonprofit work as a board member of Big Brothers Big Sisters of McHenry County and directs educational seminars through the Capital Financial Education Group. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and serves a diverse client base including other advisers, institutions, and government entities.

Bruce Skryd is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Forum Financial Management since 2013 and also operates Bruce J. Skryd, Inc., an accounting and tax services firm where he serves as owner, president, and Certified Public Accountant. Forum Financial Management 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 portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

Alexander Klaas is a financial advisor at Gladstone Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services before joining Gladstone and LPL Financial in 2021. Klaas maintains involvement in a personal fiduciary role as trustee of a family trust. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Elias Friedman is a CFP® professional with 33 years of industry experience, currently affiliated with Mariner Independent. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he owns and operates a business selling inflatable products and towels. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s platform offers access to model portfolios, third-party managers, and retirement plan solutions, supported by affiliations with institutional and retirement plan resources.

Rudolph Litavsky is a CFP® professional based in Elmhurst, IL, with six years of industry experience. He is currently with LaSalle St. Investment Advisors, L.L.C. and has held roles at Innovator Capital Management, LLC and Foreside Fund Services, LLC since 2020. Outside of his advisory work, he is involved in fixed insurance business activities. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, pension plans, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a range of investment vehicles and third-party manager supervision.

Caleb Miller is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation. He has professional experience spanning diverse roles across multiple organizations since 2015, including positions at Missouri Health & Wellness and the University of Illinois. Miller’s work history also includes involvement with several LLCs and banking institutions. 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, offering both non-discretionary and discretionary management programs.

Dennis Tierney is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at LaSalle St. Securities, L.L.C. since 2005 and previously worked at Wells Fargo Clearing from 2001 to 2005. 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, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable emphasis on non-discretionary asset management.

Jordan Lewis is a financial advisor at VestGen Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Daley Financial Partners, Commonwealth Financial Network, and LPL Financial prior to joining VestGen in 2025. Outside of finance, Lewis teaches yoga twice a week. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationship work with centralized portfolio construction and utilizes third-party managers and proprietary funds as part of its offerings.

Daniel De Angelis is a CFP® with two years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. His prior roles include positions at Northwestern Mutual Investment Services LLC and Bleakley Financial Group dba Spahn Financial & OnePoint BFG. Outside of financial advising, he has a diverse work background including experience at FedEx Ground and Depot Dental Lab. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a wide range of clients, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs proprietary portfolio models alongside third-party managers and uses formal monitoring and rebalancing processes, with most client assets managed on a discretionary basis.