Oscar Cantu is a financial advisor at JMG Financial Group LTD with 26 years of industry experience. He has held positions at Charles Schwab and Charles Schwab Bank, working there for a combined 20 years before joining JMG Financial Group in 2019. He holds Series 63 and Series 66 licenses. JMG Financial Group serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory, retirement plan consulting, and tax preparation services when requested. The firm uses a committee-driven investment approach focused on strategic asset allocation with tactical adjustments and manages approximately $6.36 billion in assets across a team of 64 advisors.

Garrett Mills is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with LaSalle St. Securities since 2016. Mills also serves as Senior Vice President of Harvest Financial Group LLC, where he provides financial planning and serves as a licensed life, health, and accident agent. LaSalle St. Investment Advisors offers 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 provides both non-discretionary and discretionary investment approaches and manages a notable predominance of non-discretionary assets.

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. He has worked at LaSalle St. Securities, L.L.C. since 1999. Outside of his advisory role, he is involved in Baldwin Brown Investment, L.L.C., which manages personal real estate allocations for his family. LaSalle St. Investment Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering financial planning and a range of portfolio management services. The firm employs both active and passive investment strategies across multiple asset classes and is notable for its emphasis on non-discretionary management and collaborative third-party arrangements.

Trent Warren is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. He previously worked at Fairhaven Wealth Management and Triad Advisors, Inc. Warren maintains involvement in fixed annuity and life insurance sales through Ash Brokerage and Penn Mutual. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using modern portfolio theory and tax-aware asset location, with portfolios managed primarily on a discretionary basis across various asset classes.

Wilfredo Miranda is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been self-employed since 2010. Outside of his advisory work, he serves as an elder and trustee at Palmetto Baptist Church in Miami, Florida. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of 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 advisory and brokerage services, including access to third-party money managers and licensed insurance products.

Shannon Bora Cooper is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and four years of industry experience. She has worked at Vanderbilt Advisory Services since 2022 and has been involved with Michael J. Bora & Associates since 2014, where she also serves as an insurance agent specializing in life insurance and annuity sales. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Dominic Messina is a financial advisor at Ascentis Independent Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at ORG Partners, WealthShield Partners, Cresset Asset Management, and Evanston Investments. Outside of financial advising, Messina owns MKS Custom Creations, a custom furniture business. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing a mix of asset allocation, fundamental and technical analysis, third-party managers, and a Private Direct Investments program.

Eric Fields is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with NFSG Corporation and NewBridge Securities Corporation since 2010. Outside of his advisory role, he is involved with H&B Fields Inc., a distribution and delivery business. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm provides tailored portfolio management and financial planning using a range of investment strategies and often employs third-party asset managers to meet client objectives.

Jeffrey Lasky is a financial advisor at Latitude Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Latitude Advisors and GWN Securities since 2009. In addition to his advisory role, he is an independent insurance agent specializing in fixed and health insurance and owns Jeffrey Lasky Financial Services LLC, a holding company for his related activities. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental and quantitative analysis, managing most client relationships on a discretionary basis.

David Zoller is a financial advisor with Lifeworks Advisors, LLC, holding a Series 66 credential and 16 years of industry experience. He previously worked at LaSalle St. Investment Advisors, LLC for 15 years and has been involved with Streamline Financial Services and Zoller, Swanson and Company since 2009. Outside of his advisory work, Zoller is engaged in tax preparation and runs educational platforms including a YouTube channel and blog focused on retirement planning and financial strategies. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche framework with a risk-based investment approach, utilizing diversified funds, third-party managers, and quantitative analysis, while maintaining integrated tax and accounting capabilities uncommon among multi-team advisors.

Joshua Cannata is a financial advisor at Arkadios Wealth Advisors with 9 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Arkadios Wealth Advisors in 2025, Cannata worked at Commonwealth Financial Network for nine years and at Lincoln Hall for two years. Outside of his advisory role, he owns Wind and Wheels, LLC, a vehicle holding company. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of advisory programs and an internal portfolio team called Arkadios Managed Solutions to support customized, discretionary investment management across multiple asset classes.

Nicholas Tumilty is a financial advisor at JMG Financial Group LTD with CFP® and Series 63 credentials and two years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Wealthspire. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and financial consulting. The firm employs a planning-based, long-term investment approach with emphasis on strategic asset allocation and utilizes a diverse range of investment vehicles including ETFs, mutual funds, individual equities, and alternative investments.

Todd Morgan is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has been with LaSalle St. Securities, Inc. since 1997. 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, offering both non-discretionary and discretionary management approaches.

Brent Novoselsky is a financial advisor at Alera Investment Advisors, LLC with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at OSAIC, Triad Advisors, GCG Financial, and Securian Financial Services. Outside of his advisory work, he serves as co-chair of the scholarship program for Bnai Brith Sports Lodge, participates as vice president of the former NFL Players Association Chicago chapter, and acts as an ambassador for American Football in Israel. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, businesses, and institutions. The firm employs a long-term investment approach using internal management, affiliate platforms, and independent managers, while offering ERISA-focused services for retirement plans.

William Powell is a financial advisor with Mariner Independent, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors, where he worked for seven years. Powell is also involved with Fortitude Financial Partners, providing investment services through Mariner Platform Solutions. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a network of investment adviser representatives who offer financial planning, portfolio management, retirement consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary strategies.

Breanna Stohr is a CFP® professional with one year of industry experience, currently serving at JMG Financial Group Ltd since 2020. Her prior experience includes a role at Bank of America Merrill Lynch in 2019, along with various positions in education and retail. JMG Financial Group, Ltd. provides discretionary investment management, financial advisory, and consulting services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a strategic asset allocation approach with tactical adjustments and manages approximately $6.36 billion in assets through a team of about 64 advisors.

Michael Chandler is a financial advisor with World Equity Group, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining World Equity Group in 2014, he has been involved with Dogwood Capital Management, LLC since 2010, where he serves as president. Outside of his advisory work, Chandler serves on the board of trustees for Fayetteville Technical Community College and is a board member of the Karen Chandler Trust, which supports cancer patients. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers managed portfolios through wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party managers, with ongoing performance and account reviews.