Jignesh Jain is a financial advisor at Belpointe Asset Management LLC with securities licenses Series 63 and Series 65. He has held positions at AFIN Wealth Management and Amplified Planning and worked at NEC Corporation of America for 13 years. Jain serves as a board member for the Jain Society of Metro Chicago, a religious non-profit organization. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors and manages more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model strategies, and various affiliated funds and services.

Craig Wenger is a CFP® professional with 22 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2009. Prior to that, he worked at Financial Planning Consultants from 2000 to 2017. He also serves as treasurer for the Hawthorne Place Condo Association in Chicago. Ausdal Financial Partners manages over $2 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of investment strategies through both discretionary and non-discretionary accounts and combines advisory, brokerage, and insurance services.

Gary Richards is a CFP® professional with over 31 years of experience in the financial industry. He has been with World Equity Group, Inc. since 1994. Outside of his advisory role, Richards is involved in the sale of fixed life insurance and annuities. World Equity Group serves individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions, offering a range of investment advisory and brokerage services. The firm employs both model-based and customized investment approaches and manages approximately $945 million in assets.

Eric Hrebic is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2020. His prior experience includes roles at 606 Wealth Management, LLC and Lowery Asset Consulting. 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 approximately $9 billion in assets with a focus on model portfolios grounded in Modern Portfolio Theory.

Luke Hofsommer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 11 years of industry experience. He holds a Series 66 designation and has worked at LaSalle St. Securities LLC and Raymond James Financial Services. 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 approaches and manages a predominance of non-discretionary assets through a variety of programs and third-party manager relationships.

Robert Davit is a financial advisor with Gladstone Wealth Partners in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services for 12 years and has been with Gladstone Wealth Partners and LPL Financial since 2021. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize discretionary portfolio management, third-party managers, and technology solutions to service client needs, including qualified plan advisory roles under ERISA.

Lissette Strefner is a financial advisor at World Equity Group, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at World Equity Group since 2015. Prior to that, she has been associated with AIG American General Life Insurance Company since 2002. Outside of her advisory role, she engages in reselling used clothing as a hobby. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm offers a range of portfolio management and financial planning services, utilizing both model-based and customized investment approaches.

Chloe Fakhouri is a CFP® and Series 65 credentialed advisor at JMG Financial Group Ltd. with four years of industry experience. She previously worked at Itasca Bank & Trust and has been with JMG Financial Group since 2018. Outside of her advisory role, she is a fitness instructor at Pike Lagree, a fitness center offering Lagree style classes. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities with discretionary investment management and financial advisory services. The firm employs a strategic asset allocation approach overseen by an investment committee and manages approximately $6.36 billion in assets through a team of about 64 advisors.

Zachary Lansburgh is a Wealth Advisor at Alera Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has worked at OSAIC, Alera Group, and Triad Advisors. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management, planning, consulting, and ERISA-focused plan services with a long-term investment approach utilizing mutual funds, ETFs, individual equities, and fixed income.

Sherry Salamone is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Oak Brook, IL, holding a Series 66 designation and 19 years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors since 2016. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and institutional clients, providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach through model portfolios overseen by an Investment Committee, integrating multidisciplinary planning in coordination with its parent firm, CliftonLarsonAllen LLP.

Zak Sandeman is a financial advisor at LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation. He has worked at LaSalle St. Securities, LLC since 2017 and has prior experience at VillageMD and Oranj. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable emphasis on non-discretionary asset management.

Christopher Genzler is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Forum Financial Management, LP since 2012. His prior experience includes work at Purshe Kaplan Sterling Investments, Inc. from 2012 to 2020. Outside of his advisory role, he is involved in nonprofit organizations focused on healthcare and medical education, holding leadership positions such as President of the Western Cook Chapter of the Illinois Continuity of Care Association and Treasurer and Director of the Board at BodyInsight. 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, employing a Modern Portfolio Theory approach primarily with DFA institutional mutual funds and ETFs.

Shawn Wears is a CFP® professional with 19 years of industry experience, currently affiliated with Capital Analysts. He has been with Lincoln Investment since 2014. Outside of advising, he is involved in insurance sales and serves as financial secretary for a community-focused social club. Capital Analysts serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to in-house model portfolios, third-party managers, and ERISA retirement plan advisory services.

Jonathan Miller is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Verity Asset Management and Appreciation Financial. Outside of advisory work, he is involved with ERC Specialists, LLC, providing business consulting services to owners in Bartlett, IL. Encompass More Asset Management LLC offers discretionary portfolio management, financial planning, and retirement model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers, managing a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Barry Link is a Series 63 licensed advisor with 48 years of industry experience. He has been with World Equity Group, Inc. since 2001 and also operates Link Diversified Services, which he has owned since 1982. Outside of his advisory roles, he works as an independent contractor with Abacus Life Settlements, assisting seniors with policy evaluations and sales, and he is involved in the sale of fixed life insurance policies. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Bradley Shaps is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 credential and bringing 22 years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life Insurance Company, Triad Advisors, and GCG Financial. He serves on the board of trustees and the fundraising committee at Congregation Beth Shalom and is currently the vice president of fundraising there. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a diversified investment approach utilizing internal management, affiliate platforms, and independent managers, with a focus on long-term fundamental analysis and offers comprehensive ERISA-related services for retirement plans.

Jaclyn Garcia is a CFP® with 10 years of industry experience, currently serving at JMG Financial Group, Ltd. since 2015. She is a manager of Glass Pumpkin Vineyard, LLC, a vineyard business unrelated to investments. JMG Financial Group, Ltd. provides discretionary investment management, financial advisory, retirement plan consulting, and tax services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $6.36 billion in assets through a strategic asset allocation process overseen by an investment committee, utilizing ETFs, mutual funds, individual equities, fixed income, private funds, and sub-advisors.

James Lapera is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Forum Financial since 2012 and previously at Purshe Kaplan Sterling Investments, Inc. and Pinnacle Financial Solutions, PC. Outside of his advisory work, he is involved in insurance sales and owns a holding company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, and serves as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm emphasizes model portfolios based on Modern Portfolio Theory and manages over $9 billion in assets.

Jacob Kerstein is an investment advisor representative with Latitude Advisors, LLC in Northbrook, IL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Latitude Advisors, he has had roles at GWN Securities, Jeffrey Lasky Financial Services, and Latitude Financial. Latitude Advisors serves individuals, high-net-worth clients, and institutional clients including pension and profit-sharing plans, offering financial planning, discretionary portfolio management using in-house and third-party model strategies, and pension consulting services.

Jeffrey Cismoski is a CFP® professional with 12 years of industry experience, currently with Ascentis Independent Advisors, LLC. His prior roles include positions at ORG Partners LLC, WealthShield Partners, LLC, Cresset Asset Management, LLC, and Evanston Investments Inc DBA Evanston Advisors. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs asset allocation, fundamental and technical analysis, and utilizes discretionary sub-advisory arrangements and co-advisory platforms, including a Private Direct Investments program for client access to private funds and alternative investments.