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 65 and Series 63 licenses and having 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 advisory work, he is employed as a security guard at Wrigley Field. Sequent Planning, LLC serves individuals, retirement plan sponsors, small to medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, written financial planning, access to third-party model managers, and a range of retirement-plan services, using a structured risk framework and diversified manager exposures.

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 in Lombard, IL, holding Series 65 and Series 66 designations and bringing 10 years of industry experience. He has been associated with Forum Financial Management and Purshe Kaplan Sterling Investments since 2016, and also has involvement in MP360 Financial Services and MP360 Tax Services. Outside of advising, he is a partner in a vinyl sign installation business and operates as a sole proprietor in insurance sales. Forum Financial Management 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, employing institutional mutual funds and ETFs, and offers sub-advisory and back-office services to independent advisors and RIAs.

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.

Andrea Schreiber is a financial advisor at Forum Financial Management, LP with 14 years of industry experience. She holds a Series 65 designation and has been with Forum since 2012. In addition to her advisory role, she is the owner of The Schreiber Group, Inc., a certified public accounting firm she has operated since 2001. Forum Financial Management, LP provides 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 offers a range of services including discretionary portfolio management, financial planning, and sub-advisory support for independent advisors and RIAs.

William German is a CFP® professional with 16 years of industry experience, currently serving at JMG Financial Group Ltd since 2012. He holds Series 63 registration and is involved in managing farming-related business ventures as treasurer of 4G Holdings, LLC and secretary of SRD, Inc., where he assists with financial record maintenance and evaluations of farmland operations. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing 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 variety of investment options including ETFs, mutual funds, equities, fixed income, and private investments.

Peter Flanzer is a financial advisor with Bartlett & Co. Wealth Management LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Waterstone Financial Group and Lodestar Investment Counsel, LLC. Outside of his advisory role, he serves as managing member of Marion Investment Partners LLC, overseeing private investments. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation, relative-value analysis for fixed income, and uses mutual funds and ETFs to implement targeted exposures.

Robert Batutis II is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds a Series 66 designation and has been with Ausdal since 2017. In addition to his advisory role, he owns and operates MBC Insurance Group, where he sells individual health, life, and senior market insurance products. 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 high-net-worth individuals, trusts, corporations, pension plans, and charitable organizations.

Daniel Mccabe is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Highpoint Advisor Group, LLC (DBA McCabe Financial Group) and LPL Financial since 2013. HighPoint Advisor Group serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing a variety of investment strategies and third-party platforms.

Brian Gedonius is a Certified Financial Planner® with 21 years of industry experience. He has been with HighPoint Advisor Group LLC and LPL Financial since 2014. 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 manages a wrap-fee program, implementing portfolios through fundamental analysis across various asset classes and utilizing multiple third-party and LPL-sponsored platforms.

Paul Draniczarek is a financial advisor at Forum Financial Management, LP with 17 years of industry experience. He holds a Series 65 designation and also owns and operates Paul R. Draniczarek, Ltd., a firm providing tax and accounting services. His career includes over three decades managing his own CPA practice alongside his advisory role. Forum Financial Management, LP offers investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and supports other RIAs through a turn-key asset-management platform and back-office services.

Carla Reilly is a financial advisor at Highpoint Planning Partners with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Level Four Advisory Services, U.S. Bancorp Investments, Citizens Securities, Chase Investment Services, and Banc One Securities. Carla provides investment advisory services through HighPoint Advisor Group, an independent registered investment advisor. 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 manages a wrap-fee program, implementing client portfolios using fundamental analysis and a range of investment vehicles.

Brandon Harwell is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Cornerstone Securities, Crown Capital Securities, and TJ Stearns, Inc. He is also president and investment advisor of BCH Tactical L.P., a hedge fund platform for higher net worth clients. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a broad range of advisory and brokerage services with investment strategies tailored to each client’s specific objectives and risk tolerance.