Martin Dolph is a financial advisor with Foundations Investment Advisors LLC in Woodridge, Illinois, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has worked at Foundations Investment Advisors since 2017 and is also involved with American Senior Benefits as a sales manager and independent insurance agent. Foundations Investment Advisors provides financial planning and portfolio management to a wide range of clients, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios and an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and representatives.

Laura Norek is a financial advisor at Forum Financial Management, LP with two years of industry experience. She holds a Series 65 designation and has worked at Forum Financial Management in various capacities since 2021. Prior to this, she was employed at Leadership Extension Consulting and Career Education Corporation. 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 other independent RIAs, managing model portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

John Susin is a financial advisor with OneSeven in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Red Oak Capital Management, Niagara International Capital Limited, and Great Lakes Atlantic. Outside of his advisory work, he coaches a hockey team in Chicago. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach is primarily long-term with flexibility for shorter-term trading, utilizing diversified portfolios and access to alternatives and private placements.

Meggan Carroll is a CFP®-certified financial advisor with 13 years of industry experience. She has worked at JMG Financial Group Ltd since 2021 and previously spent eight years with MPS LORIA Financial Planners, LLC and Loria Financial Group LLC. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering wealth management, portfolio management, tax consulting, and retirement planning. The firm follows a planning-based, long-term investment approach supported by strategic asset allocation and employs a variety of investment vehicles including ETFs, mutual funds, equities, fixed income, and private investments.

Sam Ogrizovich is a CFP® with 30 years of industry experience. He is currently with Modern Wealth Management, LLC and previously worked at OFM Wealth for over four decades. He maintains an active insurance license and oversees existing life insurance and variable annuities. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, retirement plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers services including discretionary investment management, modular financial planning, tax and estate planning, and insurance solutions.

Kenneth Valentino is a financial advisor at World Equity Group, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Patriot Capital Services, Inc. and Patriot Capital Management, Inc. since 2004. Outside his advisory role, he is involved in residential mortgage origination and serves as vice president of business development for a water filtration company. He also owns and manages an outdoor marijuana growing business in Michigan. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers managed portfolios mainly through wrap-fee programs and employs a risk-tolerance questionnaire to guide asset allocation, with discretionary management granted to third-party money managers and investment adviser representatives.

Jason Johnson is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Wells Fargo and Northwestern Mutual. Outside of his advisory work, he serves as Deputy Commissioner for USA Softball of Nevada and is involved as an assistant high school softball coach and part-time substitute teacher. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing asset-allocation models and a range of investment vehicles, with a notable emphasis on non-discretionary assets.

Thomas Campbell is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Forum Financial Management since 2014 and concurrently serves as Vice President of John E. Campbell & Assoc., Ltd., a CPA firm providing accounting and tax services. Forum Financial Management, LP offers 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 employs model asset-allocation portfolios managed primarily with DFA institutional mutual funds and ETFs, focusing on a Modern Portfolio Theory approach.

David Perry is a financial advisor at Forum Financial Management, LP with 24 years of industry experience. He holds a Series 66 designation and has previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc., PR Wealth Management Group, Inc., and Cambridge Investment Research, Inc. Outside of his advisory duties, he serves as treasurer and director of the Sunrise Professional Condominiums association in East Moline, IL. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers portfolio management and financial planning through a model-driven approach based on Modern Portfolio Theory, incorporating institutional funds, individual bonds, and outside managers, while also supporting independent advisors with back-office and sub-advisory services.

Anthony Ryan is a CFP® and CFA® with 20 years of industry experience. He has worked at JMG Financial Group Ltd since 2021 and spent 15 years at McLaughlin Capital prior to that. Ryan is based in Downers Grove, IL. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management services. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation, utilizing a range of investment vehicles and tax-aware techniques.

Thomas Mccabe is a CFP® with seven years of industry experience, currently associated with Highpoint Planning Partners. He has worked at multiple firms including LPL Financial and Evans Senior Investments. Outside of advising, he is a business owner of Alpar Laboratories, a non-investment-related enterprise. Highpoint Planning Partners serves a broad client base including individuals, pension plans, trusts, and corporate entities. The firm offers discretionary asset management and financial planning, employing fundamental analysis to construct portfolios across various asset classes while utilizing multiple advisory platforms.

S. Park is a financial advisor at Diversify Advisory Services, LLC with 11 years of industry experience. They hold the Series 66 designation and have previously worked at LPL Financial and Charles Schwab. Outside of advising, Park serves as a minister and is involved in teaching through the Presbyterian Church (USA) Board of Pension, as well as serving on the board of a truck driving school. Diversify Advisory Services is an SEC-registered firm that serves individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio and consulting services tailored to client goals and risk tolerance.

Gary Costarella is a financial advisor with Nations Financial Group, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Nations Financial Group in 2025, he worked for Wells Fargo Advisors Financial Network LLC for 16 years. He is also the owner of C & R Capital Management, through which he provides investment and advisory services. Nations Financial Group, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

Charles Kiker is a CFP® professional with over 33 years of experience in the financial advisory industry. He is currently with VestGen Advisors, LLC and has held prior roles at Commonwealth Financial Network, Ek&A, and Mass Mutual Investors Services. Outside of his advisory work, he is a partner in Esposito Kiker & Associates, which manages his team’s compensation and benefits, and he also owns a business involved in the sale of life, disability, and long-term care insurance products. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for over 22,700 clients. The firm provides discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services, employing a client-specific strategy that incorporates fundamental, technical, and quantitative analysis along with modern portfolio theory.

Grant Luebe is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, with eight years of industry experience. He previously worked at Heartland Investment Associates and Cedar Rapids Bank & Trust. Luebe serves as a board member of the Birkey Investment Fund, teaching investment topics to students, and participates in finance committees for Wellington Heights Community Church and Heritage Area Agency. He is also involved with Junior Achievement of Eastern Iowa. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, managing a substantial majority of assets on a non-discretionary basis.

Jeffrey Kochan is a Certified Financial Planner® with 12 years of industry experience, currently serving as an advisor at Highpoint Planning Partners. He has held roles with Highpoint Advisor Group, LPL Financial, Parkland Securities, Sequoia Premier Partners, and Strategic Tax Partners. Kochan is involved in tax preparation and accounting through his work with Strategic Tax Partners in Naperville, IL. HighPoint Advisor Group serves a diverse client base including 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 sponsors a wrap-fee program, utilizing fundamental analysis and a variety of investment vehicles to construct personalized portfolios.

John Karavouzis is a CFP® with 14 years of industry experience, currently serving as an advisor at JMG Financial Group Ltd since 2018. His prior experience includes roles at Highpoint Advisor Group, LLC and LPL Financial, LLC. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers a range of investment options including ETFs, mutual funds, equities, fixed income, and alternative investments.

Herman Tkach is a CFP® professional at Soltis Investment Advisors, LLC with 19 years of industry experience. His prior roles include positions at Mercer Global Advisors, U.S. Bancorp Investments, U.S. Bank, and TIAA-CREF. He serves on the board of his condominium association and is a board member and endowments committee member of the Jewish United Fund of Metropolitan Chicago’s Russian Speaking Jewish Division. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans, managing approximately $13 billion in assets. The firm employs a Modern Portfolio Theory-based approach that integrates quantitative screening and qualitative manager due diligence and emphasizes ongoing client communication through regular reviews and market commentary.

Willard Einspar is a CFP® professional with over 32 years of industry experience, currently serving as an advisor at Highpoint Planning Partners. He has been affiliated with Highpoint Advisor Group, LLC and LPL Financial since 2016. HighPoint Advisor Group serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, implementing portfolios through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

Benjamin Caruso is a financial advisor with Highpoint Planning Partners, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Bank of America, Merrill Lynch, MB Financial Bank, and Cetera. Caruso provides investment advisory services through HighPoint Advisor Group, LLC, an independent firm separate from LPL Financial. 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, financial planning, and retirement plan advisory, implementing portfolios through fundamental analysis across various asset classes and utilizing multiple advisory platforms.