Ryan Zink is a CFP® and ChFC® with 13 years of experience in financial services. He is affiliated with Forum Financial Management, LP and has held roles at Element 30 Insurance Solutions Inc. and Purshe Kaplan Sterling Investments. Outside his advisory work, he serves as president and broker of an insurance firm. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, implementing model portfolios primarily using DFA mutual funds and ETFs within a Modern Portfolio Theory framework.

Adam Sarno is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with six years of industry experience. He holds a Series 66 designation and has worked at LaSalle St. Securities and Merrill, among other firms. Outside of his advisory role, he mentors college students who are members of Beta Theta Pi at Butler University and serves as a trustee of his parents' trust. 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 investment programs, emphasizing a predominance of non-discretionary asset management.

Vivian Ding is a financial advisor with Coppell Advisory Solutions LLC, holding Series 65 and Series 63 registrations. She has been in the industry since 2025, with prior experience at Allianz Life Insurance Company of North America, Lilly Financial, and Combined Insurance. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a broad investment approach using both fundamental and technical analysis across various asset classes on an open-architecture platform.

Mark Powell is a CFP® with 25 years of industry experience, currently serving as an advisor at Highpoint Planning Partners since 2014. He is also registered with LPL Financial and has a background primarily with Highpoint Advisor Group, doing business as OnPath Financial Group. Outside of his advisory work, he is involved with MP Financial Solutions Holdings, LLC for non-investment related purposes and holds a notary role. Highpoint Planning Partners serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, utilizing fundamental analysis and multiple investment platforms to tailor portfolios.

Michael Markowitz is a financial advisor with Advisory Services Network, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at PPM America, Inc. and Mesirow Financial, Inc. He is based in Glenview, Illinois. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Daniel Tresemer is a CFP® professional affiliated with HighPoint Planning Partners, with 29 years of experience in the financial services industry. He has been associated with LPL Financial since 2007 and has held roles at HighPoint Advisor Group, LLC, including co-managing partner and branch manager of OnPath Financial. Tresemer is also involved with OnPath Outreach, a for-profit board dedicated to charitable service initiatives. HighPoint Advisor Group serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers a range of services such as discretionary asset management, financial planning, retirement plan advisory, and utilizes various investment platforms and strategies tailored to client needs.

James Beran is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. He has operated the James W Beran Insurance Agency Ltd since 2011, providing insurance products and services. Sequent Planning, LLC serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, third-party model manager access, and comprehensive retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

Daniel Breier is a financial advisor at Forum Financial Management, LP with a Series 65 designation and has been in the industry since 2020. He previously worked at National Seed from 2006 to 2020. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, primarily using institutional mutual funds and ETFs, and offers a range of portfolio management and advisory services including sub-advisory and back-office support for independent advisors and RIAs.

Leslie North is a financial advisor at HighPoint Planning Partners with 15 years of industry experience. She holds the CFP® and Series 66 designations and has worked at LPL Financial, LLC since 2013, alongside her role at HighPoint Advisor Group, LLC (DBA: Stonebridge Wealth Advisors) since 2012. HighPoint Advisor Group serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and employs a fundamental analysis approach to portfolio construction across various asset classes.

Mark Stasik is a financial advisor at Ausdal Financial Partners, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with Ausdal since 2010. Outside of his advisory role, he is an independent insurance agent specializing in health, long-term care, term life, and universal life insurance, and he provides consulting in career and success coaching on a volunteer basis. 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, with a range of discretionary and non-discretionary strategies using mutual funds, ETFs, equities, fixed income, and alternative products.

Kevin Spahn is a financial advisor at OnePoint BFG Wealth Partners with 31 years of industry experience. He holds the CFP® and ChFC® designations and has a long tenure with Northwestern Mutual, having worked there from 1993 to 2025 across various roles. Outside of his advisory work, he is involved in documenting life stories through Quintessence Legacy Planning, a non-investment-related business. OnePoint BFG provides 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 range of proprietary and third-party investment models, with most client assets managed on a discretionary basis.

Thomas Davy is a CFP® with 56 years of industry experience, currently serving at Private Client Services, LLC since 2010. He holds a Series 63 license and is based in Oakbrook Terrace, IL. Private Client Services is an SEC-registered independent investment adviser that serves individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm utilizes a discovery-driven process focusing on risk profiling and tailored platform selection, offering a range of advisory services across multiple investment platforms.

Caleb Svoboda is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Heritage Living Trust. He is also a licensed insurance agent, selling life, disability, and long-term care insurance, and serves as a financial planner with Winfield Wealth Advisors LLC. HBW Advisory Services manages approximately $1.75 billion in client assets and provides a range of financial services including discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charities, and institutional clients. The firm uses a blended investment approach involving third-party money managers, tactical asset allocation, and multi-manager diversification, and offers services such as sub-advisory arrangements and online wrap-fee portfolios through Betterment Institutional.

Christopher Sexton is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior work includes positions at First Analysis Securities Corporation and E*TRADE Securities LLC. Since 2023, Sexton has been involved with the Illinois High School Association. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation and diversification, offering access to affiliated mutual funds and ETFs through its Private Client Group Program.

Oscar Cantu is a financial advisor with JMG Financial Group Ltd, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at JMG Financial Group since 2019 and previously spent 20 years at Charles Schwab, including Charles Schwab Bank. JMG Financial Group provides wealth management, portfolio management, and financial consulting to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm uses a planning-based, long-term investment approach emphasizing strategic asset allocation and employs a range of investment vehicles including ETFs, mutual funds, individual equities, and alternative investments.

Garrett Mills is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been with LaSalle St Securities since 2016. Mills is also Senior Vice President at Harvest Financial Group LLC, where he provides financial planning and serves as a licensed life, health, and accident agent. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment approaches and manages approximately $3.9 billion in non-discretionary assets alongside discretionary programs.

Arnoldo Garza is a financial advisor at Global View Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Global View Capital entities since 2010. Prior to his advisory career, Garza spent over two decades at Navistar, Inc., where he held engineering and management roles focused on diesel engine and truck development. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach based on technical and quantitative analysis and operates a proprietary research platform that supports its strategies and services.

William Fates is a financial advisor with Forum Financial Management, LP, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He is also a Certified Public Accountant and serves as a director at Fates, Bodily & Parker PLLC, providing accounting, tax, and financial planning services. His prior work includes over 30 years at Mcbeath Fates & Ivers PC. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, and acts as a sub-advisor and turn-key asset management platform for other RIAs. The firm manages portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework and supports its platform through a technology affiliate.

Joseph Alagna is a financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 credentials and with 33 years of industry experience. He has been with Ausdal Financial Partners since 2009. Outside of his advisory work, he serves as president of Weber Highschool Alumni, Inc., a nonprofit that provides scholarships to deserving students. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of about 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across a range of asset types, and maintains dual broker-dealer and insurance activities.

James Baldwin is a CFA® charterholder with 22 years of industry experience, currently serving at Lasalle St. Investment Advisors, L.L.C. in Elmhurst, IL. He has been with Lasalle St. Securities, L.L.C. since 1999. Baldwin is involved with Baldwin Brown Investment, L.L.C., which manages personal real estate allocation of inherited capital within his family. Lasalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary management programs, emphasizing a predominance of non-discretionary assets.