Alfred Marwede is a financial advisor at Forum Financial Management, LP with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Forum Financial Management since 2012. Outside of his advisory role, he is a member of F.A.M. LLC, which provides management services under a service agreement with Forum Financial Management. Forum Financial Management, LP offers 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, utilizing model portfolios aligned with Modern Portfolio Theory and a mix of institutional mutual funds, ETFs, and fixed income strategies.

Andrew Palomo is a CFP® with 17 years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. He has held positions at several firms including Arbor Point Advisors, Osaic Advisory Services, and LPL Financial. Palomo serves as a board member at large for the American Legion Post 42 Charitable Foundation. LaSalle St. Investment Advisors provides personalized, 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 investment programs, with a notable predominance of non-discretionary assets under management.

Michael Kennedy is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Forum Financial Management, LP since 2010. Outside of his advisory role, he is also a licensed insurance producer specializing in life, health, and long-term care insurance. Forum Financial Management, LP provides 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 utilizes model portfolios managed primarily with DFA mutual funds and ETFs within a Modern Portfolio Theory framework, overseeing approximately $9 billion in assets under management.

Robert Sweas is a CFP® professional with 17 years of industry experience. He is currently with Lifeworks Advisors, LLC and has previously worked at Arete Wealth Advisors, Ausdal Financial Partners, and operated his own firm, Sweas Financial Services, LLC. Outside of advising, he performs independent auditing services without compensation and is involved in life, health, and accident insurance sales on a commission basis. Lifeworks Advisors serves individuals, charitable organizations, trusts, retirement plans, and businesses with wealth management, financial planning, and portfolio management. The firm uses both planning-based and risk-based investment approaches, incorporates quantitative and fundamental analysis, and offers integrated tax and insurance services through affiliated entities.

Shaun Eck is a financial advisor with Realta Investment Advisors, Inc who holds a Series 66 designation and has 18 years of industry experience. His career includes roles at firms such as Merrill Lynch, Bank of America, and Kestra Private Wealth Services. He is also the owner of Quantas Group, LLC, a marketing and advisory business focused on transactional services and tax benefits related to life insurance products. Realta Investment Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and institutional clients. The firm utilizes a range of strategies including asset allocation across various investment vehicles and offers both discretionary and non-discretionary portfolio management.

Allen Laya is a ChFC® credentialed financial advisor with 54 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005 and worked at PMG Asset Management Inc from 2001 to 2005. Laya is based in Lombard, IL and is affiliated with Capital Analysts. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Dennis Michon is a financial advisor with Forum Financial Management, LP, holding a Series 65 license and 13 years of industry experience. He has been with Forum Financial since 2012 and concurrently operates as a partner and attorney at Michon & Buckley, a law firm specializing in estate planning and real estate services. Additionally, he serves as president of Tax & Financial Solutions, Inc., a tax and accounting 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 other RIAs, employing model portfolios based on Modern Portfolio Theory and primarily utilizing DFA institutional mutual funds and ETFs.

Byron Ramult is a CFP® professional with 24 years of industry experience, currently with Stratos Wealth Advisors LLC. He has held roles at firms including LPL Financial and Wealth Enhancement Advisory Services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a multi-team network. The firm offers financial planning, portfolio management, and access to third-party managers, tailoring services to client goals with a combination of discretionary management and technology-enabled solutions.

Dar Baruchim is a financial advisor with Mariner Independent in Schaumburg, IL, holding Series 63 and Series 65 registrations. Baruchim has been with Mariner Platform Solutions and Kadima Wealth since 2026 and has prior experience at Northwestern Mutual and ATN Inc. Mariner Independent serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of advisors using a wide range of investment tools and affiliated businesses.

Teresa Young is a financial advisor with First Advisors National, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at W&S Brokerage Services, Western Southern Life, Alliant Credit Union, and LPL Financial. She volunteers as a tax preparer and quality examiner for Ladder Up in Chicago, assisting low-wage earning families with pro bono tax preparation. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes manager selection and tactical allocation, utilizing fundamental analysis and formal annual reviews to guide its investment process.

Brandon Lilly is an advisor at Highpoint Planning Partners with Series 63 and Series 65 credentials and three years of industry experience. He has worked at LPL Financial, J.P. Morgan Securities, and DeRose Financial Planning Group. Prior to his financial advisory career, he spent several years at Advocate Christ Medical Center. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, implementing portfolios through fundamental analysis and a range of investment vehicles.

Martin Pomrehn is a CFP® and PFS™ with 37 years of industry experience. He has been with Forum Financial Management, LP since 2016 and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2016 to 2020. In addition to his advisory role, he is president and shareholder of MP360° Tax Services, Ltd., a CPA firm providing accounting and tax planning services. Forum Financial Management, LP offers investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory and serves a significant number of independent advisors and RIAs through its turn-key asset-management platform.

Cody Maxwell is a CFP® with six 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, Charles Schwab, and Kevin Spahn. 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 variety of proprietary models and third-party managers, managing most client assets on a discretionary basis.

Matthew Frederick is a financial advisor with Pure Financial Advisors, LLC in Wheaton, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Pacific Life Insurance Company, UBS Financial Services, and Merrill. He also holds life and health insurance licenses. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Ethan Rosenbloom is a CFP® professional with nine years of experience in financial advising. He currently works at Alera Investment Advisors, LLC and has previously been associated with firms including Triad Advisors, Inc. and Discovery Group. Outside of his advisory role, he has worked as a delivery driver for food services. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored plans. The firm employs a primarily long-term, fundamental-analysis investment approach and integrates its advisory services with insurance and pension-consulting platforms.

Alejandro Pastrana is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior roles include positions at Northwestern Mutual and Serene Financial Group. Pastrana is the sole proprietor of Serene Financial Group, LLC, where he provides life, health, long-term care, and disability insurance. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a range of investment solutions, including third-party managers and various managed account structures, available on both discretionary and non-discretionary bases.

Paul Wong is a CFP®-certified financial advisor with 30 years of industry experience, currently practicing at LaSalle St. Investment Advisors, L.L.C. He has worked at La Salle St. Securities, Inc. for nearly three decades. Outside of his advisory role, Wong serves as Treasurer and Committee Member of the Mission Related Investment Committee at Grace Church. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base including individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, emphasizing a predominantly non-discretionary asset mix.

John Berger is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with LaSalle St. Investment Advisors since 2000 and affiliated with La Salle St. Securities since 1991. 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 management programs, emphasizing a predominance of non-discretionary assets under management.

David Paske is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Saxony Securities since 2003. Outside of his advisory work, he serves as a special education teacher at Lyons Township High School. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates with a multi-team model and employs a range of investment strategies, including technical and fundamental analysis, while also offering third-party advisory services.

Kirk Hackbarth is a financial advisor with JMG Financial Group Ltd in Downers Grove, IL, holding CFP®, PFS™, and Series 63 designations and bringing 17 years of industry experience. His career includes roles at Strategic Wealth Partners, Guidant Wealth Advisors, Liberty Financial Group, Richardson Capital Management, KABAREC Financial Advisors, and K. P. Financial. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations by providing comprehensive wealth management, portfolio management, and financial consulting. The firm follows a planning-based, long-term investment approach focused on strategic asset allocation and employs a variety of investment vehicles along with tax-aware techniques and tactical portfolio management.