Thomas Boggess is a financial advisor at First Advisors National, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research and ProEquities, Inc. Boggess also practices law as an attorney and principal of the Law Office of T. Phillip Boggess and serves as chapter president of the Society for Financial Awareness. Additionally, he provides business consulting through TPB Ventures, Ltd., focusing on college planning and small business operations. First Advisors National serves primarily individual clients, including ERISA plan participants, offering investment management, asset allocation advice, and retirement plan consulting. The firm employs tactical and strategic asset allocation approaches and monitors third-party money managers to implement client strategies.

John Adam is a CFP® and Series 63 licensed advisor with 28 years of experience. He has been with Forum Financial Management, LP since 2002 and also has experience at Spokas & Associates CPA's LLC and Forum Tax & Accounting Services LLC. Adam is involved in insurance sales as a sole proprietor and participates in real estate management through two LLCs. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm employs Modern Portfolio Theory in constructing model portfolios primarily using institutional mutual funds and ETFs, and it offers a broad range of discretionary and non-discretionary portfolio management and financial planning services.

Susan Shacklette is a Series 65-licensed financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, with 18 years of industry experience. She has been with the firm since 2007. 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 thorough discovery process and customized long-term asset allocation strategies, focusing on broad diversification and client-directed trade execution.

Daniel De Riso is a CFP® and CFA® affiliated with Advisors Capital Management, LLC, based in Chicago, IL, with one year of industry experience. Before joining the firm, he worked at ABCO Peerless Sprinkler Co and attended Villanova University. Outside of his advisory role, he owns RG Entertainment, LLC, an online product sales business active on social media platforms such as TikTok Shop. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and intermediary clients, providing discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions. The firm combines macroeconomic analysis with fundamental, quantitative, and qualitative research across various asset classes and manages over $8 billion in discretionary assets, supporting a large network of advisors and clients.

Daniel Stringfellow is a financial advisor with VestGen Advisors, LLC in Chicago, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining VestGen Advisors, he worked at Rothchild Investment LLC and has been involved with Starterbox Studios since 2024. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients across 30 advisors. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services.

James Kim is a financial advisor at VestGen Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Penn Mutual Life Insurance Company and Ohio National Financial Services. Kim serves as a board member and Treasurer for New Community Outreach, a nonprofit organization focused on supporting youth and the community in Bronzeville, Chicago. VestGen Advisors, LLC manages approximately $6.66 billion for over 22,000 clients across 53 advisors, offering discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm employs a client-specific approach using fundamental, technical, and quantitative analysis and serves a broad client base including institutional investors.

Stephen Gaul is a CFP® professional with two years of experience at JMG Financial Group Ltd in Downers Grove, IL. His career includes various roles prior to joining the financial industry, including positions with FedEx and multiple minor league hockey teams. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management and tax consulting services. The firm follows a planning-based, long-term investment approach featuring strategic asset allocation and utilizes a diverse range of investment vehicles, including ETFs, mutual funds, and private investments.

Matthew Grennell is a financial advisor at Chicago Partners Investment Group LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Chicago Partners since 2017. His prior roles include positions at Retirewise CFP, Podiatry Success Today, and Adaptive Consulting Solutions. Chicago Partners Investment Group serves a broad range of clients, including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm offers portfolio management, financial planning, retirement services, and family-office reporting, employing a long-term, diversified investment approach that includes fundamental analysis, direct indexing, and tax-loss harvesting.

Daniel Lundquist is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. since 2011. He is also involved as an education presenter providing 401(k) plan education services and serves as vice president of his local homeowners association. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and businesses with a broad range of advisory and financial planning services, managing approximately $3.73 billion for over 16,000 clients through a large network of investment advisor representatives. The firm offers customized investment strategies and utilizes multiple custodians and third-party managers to meet client objectives.

Alexander Wright is an advisor at SpiderRock Advisors, LLC based in Chicago, IL. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior experience includes roles at BlackRock Investments and Boston Consulting Group. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals. The firm employs systematic, rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and overlays, operating through proprietary software and real-time risk monitoring.

Lori Barone is a CFP® with 28 years of industry experience, currently affiliated with Silver Oak Securities, Inc. She has previously worked at Securities America Advisors, Inc. and Securities Service Network, Inc. Barone also operates Barone Financial Group, Inc., an independent financial professional firm offering investment advice and financial planning services. Silver Oak Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs focusing on discretionary, customized investment management aligned with client objectives and risk tolerances.

Michal Martinek is a financial advisor at Forum Financial Management, LP with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Charles Schwab and Terra Investors LLC. 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 independent RIAs, managing portfolios primarily with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Elizabeth Niemenski is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. She holds a Series 65 designation and has worked previously at Ameriprise Financial Services and in various other roles including at Michigan State University and Jewish Senior Life. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm’s investment approach combines fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and frequently utilizes third-party separate account managers and alternative investments.

Melissa Moser is a financial advisor at Centennial Securities Company, Inc. with 30 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Centennial Securities since 2023, as well as B. Riley Wealth Advisors and B. Riley Wealth Management since 2012. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors, foundations, and business entities, offering discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs.

Joshua Robinson is a financial advisor with Forum Financial Management, LP and holds the Series 63 and Series 65 designations. He has 23 years of industry experience, including roles at Purshe Kaplan Sterling Investments and PR Wealth Management Group, Inc. Robinson serves as a board member and part owner of Short Hills Country Club, a nonprofit organization. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and emphasizes wholesale relationships by offering turnkey asset management, back-office services, and advisory access to held-away accounts.

Thomas O'gara is a financial advisor at Chicago Partners Investment Group LLC with a Series 65 credential. He has been with the firm since 2025 and has prior experience in various roles outside the financial industry, including positions at the University of St. Thomas and Broadway Electric Inc. Chicago Partners Investment Group advises a diverse client base ranging from non-high-net-worth individuals to corporations and endowments. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis and customized portfolios, and is notable for sponsoring affiliated pooled investment vehicles and serving insurance company clients.

Matthew Mueller is a financial advisor at Composition Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, Telemus Capital, and Barrington Strategic Wealth Management Group. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, insurance companies, third-party broker-dealers, and retirement plans. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets across its multi-advisor platform.

Eric Metz is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He is currently with BlackRock Investments, LLC and BlackRock, having joined in 2024 after nine years at SpiderRock Advisors, LLC. SpiderRock Advisors, LLC provides discretionary overlay and portfolio management services to institutional and wealth-management clients, employing a rules-based, systematic approach that integrates quantitative and fundamental inputs. The firm specializes in listed derivatives and dynamic option overlays, serving a diverse client base that includes asset managers, registered investment advisors, and high-net-worth individuals.

Amanda Williams is a financial advisor at Northern Trust Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James and Cetera Advisors LLC. Williams has been with Northern Trust Securities and Northern Trust Bank since 2020. Northern Trust Securities, Inc. is an SEC-registered investment adviser and broker-dealer that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, offering separately managed accounts and strategist portfolios via the Fidelity Managed Account Xchange platform.

Jenna O'Connell is a financial advisor at Highpoint Planning Partners with 12 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2016 before joining Highpoint Advisor Group. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and uses a variety of investment platforms to implement client portfolios.