Jessica Haages is a financial advisor with Forum Financial Management, LP, holding a Series 66 designation and nine years of industry experience. Her prior work includes roles at Cetera Investment Services, Resource Bank, and Raymond James & Associates. Outside of her financial advisory career, she is involved with Sorrento's Restaurant. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and separately managed accounts, and offers back-office and sub-advisory services to independent advisors and RIAs.

Nicholas Punzio is a financial advisor at VestGen Advisors, LLC in Chicago, IL, holding Series 63 and Series 66 credentials with 16 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, FIDELITY Personal and Workplace Advisors, and LPL Financial LLC. VestGen Advisors, LLC manages approximately $6.66 billion for about 22,790 clients through 53 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, ERISA 3(21) retirement plan services, and acts as a liaison to third-party managers, developing client-specific strategies based on goals, time horizon, and risk tolerance.

Thomas Mcnulty is a financial advisor at Mutual Of Omaha Investor Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Mutual Of Omaha since 2009. Outside of his advisory role, Mcnulty serves as the Executive Director of the Tinley Park Chamber of Commerce. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs primarily through a platform relationship with Envestnet. The firm operates within the Mutual of Omaha group, combining advisory, broker-dealer, and insurance services.

Christopher Ferraro is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior experience includes roles at Northern Trust Securities, Wells Fargo Clearing, and JP Morgan Securities. Ferraro is dually registered with HighPoint Advisor Group, LLC and LPL Financial. HighPoint Advisor Group serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management. The firm uses fundamental analysis and a variety of investment vehicles, as well as third-party and LPL-sponsored platforms, to implement customized investment policies.

Sandra Hernandez is a financial advisor at Northern Trust Securities, Inc. with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Northern Trust Securities since 2023. Her prior experience includes roles at Robinhood Markets, Inc., Robinhood Financial, LLC, TD Ameritrade, and a decade at Cintas. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients with discretionary portfolio management through a wrap fee program. The firm offers model-driven investment solutions including SMAs and Fund Strategist Portfolios, combining advisory, brokerage, and custody services under one platform.

William Davis is a Certified Financial Planner® (CFP®) with seven years of experience at Forum Financial Management, LP, where he has been employed since 2015. He serves as Treasurer for the Lake Eleanor Estates Homeowners' Association, overseeing finances and managing expenditures. 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, implementing portfolios primarily with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Heather Corley is a financial advisor with HighPoint Planning Partners in Downers Grove, IL. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Her prior roles include positions at LPL Financial, Trapp Financial, and Brookstone Capital Management. Corley also provides administrative support to HighPoint Advisor Group, an independent investment advisor firm. HighPoint Advisor Group serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering discretionary asset management, financial planning, and retirement advisory services. The firm constructs investment policies through personal consultations and employs fundamental analysis to implement diversified portfolios across multiple asset classes.

Patrick Keenan is a financial advisor at Madison Avenue Securities, LLC with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Madison Avenue Securities, he worked at Sagepoint Financial, Inc. for 14 years and OSAIC for 2 years. He is also president of Financial Security Consultants, Inc., an insurance sales and services firm. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through its network of investment adviser representatives.

Kimberly Taylor is a financial advisor at HighPoint Planning Partners with 19 years of industry experience. She holds a Series 66 designation and has worked at VANTAGE FINANCIAL PARTNERS Limited for 18 years before joining HighPoint Advisor Group, LLC in 2024. HighPoint Advisor Group serves individuals—including high-net-worth clients—as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, implementing portfolios through fundamental analysis and a range of investment vehicles while utilizing multiple platforms to deliver advisory services.

Danny Delgado is a financial advisor at Silver Oak Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors and Purshe Kaplan Sterling Investments. He is also involved with Arbor Financial Advisors as a financial advisor focusing on insurance and annuities. Silver Oak Securities serves individuals, pension plans, corporations, trusts, estates, and other entities through a team of over 100 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary, customized investment management tailored to client objectives and risk tolerances.

John Mc Cadd is a financial advisor at Northern Trust Securities, Inc. with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Jacobson Group, Randstad USA, and Horace Mann. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients with discretionary portfolio management through a model-driven wrap fee program. The firm offers a range of separately managed accounts and strategist portfolios implemented via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services with proprietary and third-party investment products.

Harold Leavell is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, where he has worked since 2005. Brownson, Rehmus & Foxworth, Inc. 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 a customized, long-term asset allocation approach with broad diversification, while maintaining client decision authority and a principal-led engagement model.

Brendan Nuzzo is a CFP® professional with one year of industry experience, currently advising at Modern Wealth Management, LLC. He previously worked at OFM Wealth for four years and has a background that includes experience outside the financial industry. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of model portfolios and third-party managers.

Peter Mc Donnell is a financial advisor with IP Financial Advisory Services LLC in Chicago, IL, holding Series 63, 65, and 66 credentials and 30 years of industry experience. His prior roles include positions at Great Point Capital, Tide Rock Investors LLC, and Roth Capital Partners, LLC. Outside of his advisory work, he serves as Managing Director of The Prime Group Inc., where he focuses on establishing and maintaining development partnerships. IP Financial Advisory Services LLC primarily serves individual retail clients with portfolio management, financial planning, and consulting services. The firm uses a variety of analytical approaches and offers discretionary management, tax-efficient asset location strategies, and specialized consulting including actuarial and benefits analysis.

John Vandervoorn is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at firms including Level Four Advisory Services and LPL Financial. HighPoint Advisor Group serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, implementing investment strategies through fundamental analysis and various platforms, including LPL-sponsored programs.

Ian Clark is a CFP® professional with 15 years of industry experience. He has worked at Brownson, Rehmus & Foxworth, Inc. since 2022 and previously held positions at Facet Wealth and TIAA. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies, with clients retaining final decision authority and trades executed only upon prior written authorization.

Steven Kellar is a CFP® with 33 years of industry experience, currently serving with HighPoint Planning Partners. He has worked previously at firms including LPL Financial, IHT Wealth Management, Sheridan Road, and Independent Financial Partners. Kellar is also licensed as an insurance agent with Mass Mutual Life Insurance Company, conducting insurance sales and implementation of insurance recommendations on a limited basis. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and employs a range of investment strategies including fundamental analysis and diversified portfolio construction across multiple asset classes.

Cristine Marik is a CFP® and CFA® with 26 years of experience in financial advising. She has worked at Modern Wealth Management, LLC since 2025 and previously held positions at OFM Wealth, Stevens Wealth Management LLC, Leonetti & Associates, and Successful Financial Solutions Inc. Marik holds an insurance license and oversees existing life insurance and variable annuities. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and an integrated operational structure.

Alexander Kneisel is a financial advisor at Chicago Partners Investment Group LLC with Series 63 and Series 65 credentials. He has prior experience at Dell Technologies and BMO Financial Group, with a total of no industry experience as a financial advisor. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and family offices. The firm employs a long-term, diversified, asset-allocation approach using fundamental analysis and quantitative optimization across a range of investment strategies including mutual funds, ETFs, and structured notes.

Kim Suchy is a financial advisor at Ausdal Financial Partners, Inc. with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Optimum Investment Advisors. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in assets. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations through a network of approximately 152 advisors.