John White is a CFP® and CFA® with 17 years of industry experience. He has worked at Nuveen Investments, LLC for 24 years prior to joining JMG Financial Group Ltd, where he has been since 2020. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth management and portfolio management services supported by in-house tax consulting. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and uses a variety of investment vehicles including ETFs, mutual funds, individual equities, and alternative investments.

Abraham Fleck is a Series 65-licensed advisor at McAdam LLC with four years of industry experience. He has been with McAdam since 2021 and has prior work experience at Meanwhile Space CIC, Vicente Foods, Indiana University, and Windward School. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client accounts on a discretionary basis and employs a range of investment strategies, including fundamental analysis and specialized exposures such as direct indexing and private investment funds.

Nicholas Sonzero is a Series 65 credentialed financial advisor at Chicago Partners Investment Group LLC with three years of industry experience. He previously worked at Village Bank & Trust, N.A. and has held roles at the University of Missouri, Oakton Community College, McGrath Acura of Morton Grove, Marquette University, and North Shore Country Club. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofits, and business entities, offering family office and retirement-plan consulting. The firm follows a long-term, diversified, asset-allocation investment approach utilizing fundamental and quantitative methods across a range of strategies including mutual funds, ETFs, fixed income, and selective alternative investments.

Christy Pedersen is a financial advisor at JMG Financial Group Ltd with 17 years of industry experience. She holds the CFP® and CFA® designations and has previously worked at Rockefeller & Co and Whitnell & Co. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth and portfolio management along with tax consulting and private investment fund advice. The firm employs a planning-based, long-term investment approach with strategic asset allocation complemented by tactical shifts reviewed by an investment committee.

Richard Doppelt is a financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, holding a Series 65 license with 26 years of industry experience. He has been with Brownson, Rehmus & Foxworth since 1999. Brownson, Rehmus & Foxworth 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 customized long-term asset allocation and diversification strategies with a focus on client authorization for all trades.

Matthew Grubb is a CFP® with 22 years of industry experience, currently serving at JMG Financial Group Ltd since 2006. He is based in Downers Grove, IL. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach with a focus on strategic asset allocation and utilizes a variety of investment vehicles, including ETFs, mutual funds, individual equities, and private investments.

Anes Kadiric is a CFP® and Series 66-licensed advisor at Performance Wealth with eight years of industry experience. He has worked at Performance Wealth Partners, William Blair, Edward Jones, Stericycle, and Sports Made Personal. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services, using customized portfolios primarily composed of low-cost mutual funds and ETFs, with a focus on long-term investment strategies and ongoing client account oversight.

William Will is a financial advisor at AdvisorNet Wealth Partners with seven years of industry experience. He holds the CFA® designation and Series 63 and 65 licenses. Prior to joining AdvisorNet, he worked at JPMorgan Chase Bank and JP Morgan Securities. Will also sells fixed insurance products, including life, health, disability, annuities, and long-term care insurance. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal model portfolios to meet client objectives.

Kevin Brown is a Series 65-licensed advisor with Sequent Planning, LLC, based in Palos Hills, IL, with five years of industry experience. He has held roles at Futurity First Insurance Group and United Insurance Services, Ltd., and operates an independent business offering photo ID products. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

Jonathan Rogers is a CFP® professional with 18 years of experience in the financial industry. He has been with Forum Financial Management, LP since 2012. Outside of his advisory role, he is involved in managing a rental property in Downers Grove, Illinois. Forum Financial Management, LP provides 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, offering model portfolios grounded in Modern Portfolio Theory and primarily implemented with DFA institutional mutual funds and ETFs.

T Buchanan is a financial advisor with Ausdal Financial Partners, Inc. who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Ausdal in 2021, Buchanan worked at Highpoint Advisor Group Dba Safe Harbor Retirement and LPL Financial. He is also the owner of Safe Harbor Retirement Consultants, LLC, where he is involved in insurance sales and wealth management activities. 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 individuals, trusts, corporations, pension plans, and charitable organizations, providing a range of discretionary and non-discretionary portfolio management options.

Erik Faust is a CFP® at JMG Financial Group Ltd with eight years of industry experience. He has worked at JMG Financial Group continuously since 2011. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and financial consulting. The firm uses a planning-based, long-term investment approach that includes strategic asset allocation and tactical adjustments approved by an investment committee.

Anthony Halpin is a Series 65-licensed financial advisor with Chicago Partners Investment Group LLC, where he has worked since 2009. He has 18 years of industry experience and also maintains a role with The Mosaic Financial Group LLC. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment strategy that incorporates fundamental analysis and customized portfolios, and it is notable for sponsoring affiliated pooled investment vehicles and serving private fund clients.

Dirk Swiderek is a financial advisor at First Advisors National, LLC with two years of industry experience. He holds a Series 65 designation and has been the owner of Bella International LLC, a jewelry business in Chicago, since 2009, which is currently in the process of liquidation. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to supplement individual security recommendations.

Kenneth Mitchell is a financial advisor at Ausdal Financial Partners, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Northwestern Mutual Investment Services, Valic Financial Advisors, and LPL Financial. Mitchell also maintains an outside insurance broker role focused on health insurance commissions. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, overseeing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of advisory and financial planning services, with investment strategies tailored to each client and integrated third-party management options.

Nikifor Minkov is a financial advisor with Associated Investment Services, Inc. in Chicago, IL, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Associated Investment Services, Inc. since 2012. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform.

Kevin Brainerd is a CFP® professional with 18 years of industry experience. He serves at HighPoint Planning Partners, where he has worked since 2016, and is also affiliated with LPL Financial. His prior experience includes a decade at HighPoint Advisor Group DBA OnPath. 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 a range of services including discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.

Roger Ensminger is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 66 licenses and possessing 44 years of industry experience. He has been affiliated with LPL Financial since 2009 and has operated his own practice, Roger J. Ensminger & Associates, since 2016. He occasionally sells life, health, disability, and long-term care insurance. HighPoint Advisor Group serves a broad client base including individuals, pension plans, trusts, and charitable organizations, providing discretionary asset management, financial planning, and retirement plan advisory services. The firm builds investment portfolios using fundamental analysis and utilizes a variety of platforms and investment vehicles tailored to client needs.

Jakob Marringa is a CFA® with 16 years of industry experience. He has been with United Capital Financial Advisors since 2009. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions and supports other independent advisors through its FinLife Partners platform, while maintaining a broad affiliate network that includes legal, trust, lending, and referral services.

Dennis Dean is a financial advisor with ON Investment Management Company in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. He serves as a board member of the Kiwanis Club of Lindenhurst/The Lakes. ON Investment Management Company is a multi-team SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and combines discretionary and non-discretionary management approaches.