Michael Corrigan is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Harvest Investment Services for 12 years and has served as an elected official and commissioner for Proviso Township for over a decade. Outside of his advisory work, Corrigan is involved in mental health services as a commissioner on the Proviso Township Mental Health Commission and participates in college planning education for families. Simplicity Wealth serves a diverse client base including individual and institutional investors, as well as financial firms, offering services from financial planning and portfolio management to retirement plan solutions and a managed account platform. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides advisory services combined with technology and operational support for other advisors.

Paul Rokosz is a CFA® charterholder with 12 years of industry experience. He has been with ValMark Advisers, Inc. since 2018 and holds the Series 63 designation. In addition to his role at ValMark, he is involved with Trove Private Wealth, where he provides financial planning, investment advisory, and insurance services. ValMark Advisers, Inc. serves individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm offers diversified, goal-based investment portfolios primarily using mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and comprehensive back-office services.

Michael Kite is a financial advisor with Forum Financial Management, LP and holds a Series 66 designation. He has 14 years of industry experience and has worked at Forum Financial Management since 2012. In addition to his advisory role, Mr. Kite is a partner and attorney at Williams & Kite, LLC, a law firm specializing in estate planning, real estate, and corporate law. He also serves as a director and secretary for the Budzinski Family Foundation, a nonprofit focused on healthcare, education, spirituality, and animal welfare. 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 independent RIAs, offering model portfolios primarily implemented with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Daniel Murphy is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Northwestern Mutual Wealth Management Company since 2017, following previous roles at Northwestern Mutual Investment Services LLC and Kevin Spahn. Murphy is also an investment advisor representative with Winfield Wealth Advisors, LLC. HBW Advisory Services manages approximately $1.75 billion in client assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach that incorporates tactical asset allocation, fixed income, and multi-manager diversification, and it offers sub-advisory, co-advisory, and subscription services.

William Hurckes is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes founding Hurckes Financial Strategies and roles at Clarity Group Midwest, LLC. Outside of advising, he works as an independent insurance agent, selling term life, fixed universal life, fixed whole life, disability income, and fixed annuities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, utilizing both discretionary and non-discretionary strategies across a wide range of asset classes.

Charles Weidenbach is a financial advisor at Calamos Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at EY and US Bank. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans, with an investment approach that incorporates asset allocation, quantitative and qualitative evaluation, and a mix of individual securities and funds.

Ann Greenberg is a CFP® professional with 14 years of experience in the financial services industry. She is currently with HighPoint Planning Partners and has previously worked at Moneco Advisors, LLC and LPL Financial. HighPoint Advisor Group 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 acts as sponsor and manager of a wrap-fee program, employing a range of investment vehicles and third-party platforms to implement client portfolios.

Michael Remedi is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ausdal Financial Partners since 2008. Outside of his advisory role, he is also involved in the sale of fixed and health insurance products on a part-time 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 a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of discretionary and non-discretionary strategies with multiple portfolio options.

Vincenzo Nardi is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Forum Financial Management, LP since 2018 and previously was involved with Alberta Investments LLC and his own practice, Vince Nardi. Outside of his advisory role, he is also an insurance agent providing insurance sales and services. 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, implementing portfolios primarily with DFA institutional mutual funds and ETFs based on Modern Portfolio Theory.

Tyler Kocour is a CFP® professional with four years of experience at JMG Financial Group Ltd. He has prior work experience at WEA Member Benefits, Hays Company, and the University of Wisconsin. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with a long-term, planning-based investment approach that includes comprehensive wealth management, portfolio management, and financial consulting services. The firm emphasizes strategic asset allocation and uses a variety of investment vehicles, including ETFs, mutual funds, individual equities, fixed income, and private investments.

Andrew Egan is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. Prior to joining Sequent Planning in 2019, he worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of his advisory role, he works as a security guard at Wrigley Field. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of independent advisers using firm-developed and third-party models within a structured risk framework.

Jennifer Prosise is a financial advisor with Capital Analysts in Joliet, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Lincoln Investment Planning, Inc. since 2011 and The Voyager Group, Ltd since 2007. Prosise is active beyond advisory services as the owner of Proise Consulting, Inc., focusing on student loan consolidation and repayment strategies, serves as Vice President of the National Tax-Deferred Savings Association, and is Treasurer and a board member of the Estate Planning Council of Joliet. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and institutions, offering portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice. The firm’s investment management combines discretionary in-house strategies and non-discretionary advisor-managed approaches, supported by proprietary mutual fund screening and comprehensive institutional relationships.

Karma Forrestal is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Forum Financial Management, LP since 2012. She holds the Series 63 designation and is based in Lombard, Illinois. Outside of her advisory role, she is a member of F.A.M. LLC, providing certain 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 managed primarily with DFA institutional mutual funds and ETFs aligned with a Modern Portfolio Theory approach.

Maria Tipton is a financial advisor at KCD Financial, Inc. with 38 years of industry experience. She has worked at KCD Financial since 2012 and was previously with PRUCO Securities, LLC. from 1998 to 2011. In addition to her advisory work, she is licensed as an insurance agent and sells fixed annuities, life insurance, long-term care, and disability products. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, using a range of investment strategies and third-party management programs.

Joel Clousing is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Highpoint Advisor Group, LLC and LPL Financial since 2013. Outside of his advisory role, he prepares personal taxes as a CPA and serves as a basketball referee. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and sponsors wrap-fee programs, utilizing personal consultations to build client investment policies and diversified portfolios across multiple asset classes.

Jack Grzenia is a financial advisor with Forum Financial Management, LP, holding Series 65 and Series 66 licenses and having 10 years of industry experience. He has worked with Purshe Kaplan Sterling Investments and Cetera among other firms. Outside of advising, he is involved in insurance sales as a sole proprietor and is a partner in a vinyl sign installation business. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm offers portfolio management, financial planning, and retirement-plan advisory services, leveraging model portfolios based on Modern Portfolio Theory and primarily implementing them with institutional mutual funds and ETFs.

John Lancaster III is a financial advisor with Ausdal Financial Partners, Inc., holding CFP® and ChFC® designations and over 40 years of industry experience. He has been with Ausdal Financial Partners since 2009 and also serves as president of The Lancaster Company, Inc., a firm specializing in insurance brokerage. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for more than 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, and retirement-plan advisory, tailoring investment strategies to client objectives and utilizing multiple custodians and third-party money managers.

Tina Meckaroski is a financial advisor with Highpoint Planning Partners who holds a Series 66 designation and has 16 years of industry experience. Her prior work includes roles at Nuveen Investments, Merrill, Morgan Stanley, PIMCO Investments, and LPL Financial. She provides financial planning and consulting services through HighPoint Advisor Group, an independent registered investment advisor. 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, retirement plan advisory, and operates a wrap-fee program, implementing portfolios using fundamental analysis across various securities and leveraging multiple platform solutions.

Lori Hall is a Series 66 licensed financial advisor with 25 years of industry experience. She has worked at Sowell Financial Services, LLC since 2016 and previously at Concert Wealth Management Inc for four years. In addition to her advisory role, she is involved as a planning specialist at Sapphire Wealth Management, where she supports sales, client relationship management, and financial planning. Sowell Management is a multi-team registered investment adviser serving individuals, high-net-worth clients, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment advisor representatives.

Claire Fischer is a financial advisor with First Advisors National, LLC, holding a Series 65 designation and based in Oak Park, IL. She has no prior industry experience and worked in various roles outside finance, including healthcare and hospitality. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily for individual clients, utilizing third-party money managers and offering discretionary portfolio management combined with fundamental analysis and regular reviews.