Erin Moriarity is a financial advisor at Root Financial Partners with a Series 65 designation. Although new to the industry, she has been involved with Root Financial Partners since 2026 and has prior experience with several businesses including Superior Dental Partners and Elevate Billing Solutions. She also runs a financial education platform called Erin Talks Money. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement plans. The firm emphasizes diversified, passive investment strategies tailored to client objectives and risk tolerance, and offers educational programs alongside its advisory services.

Justin Muro is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 66 designations and 32 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its in-house Investment Management & Research team, utilizing proprietary screening processes and offering fiduciary services for retirement and tax-advantaged accounts.

Michael Hoye is a CFP® professional with 27 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in Schaumburg, IL. Outside of his advisory role, he is involved in the consultation and sale of fixed insurance products, including fixed indexed annuities and fixed life insurance. 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, utilizing both discretionary and non-discretionary investment strategies across a broad range of asset classes.

Thomas Longo is a financial advisor at Forum Financial Management, LP with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Forum Financial Management since 2013. Outside of his advisory role, he serves as an accountant at Systems Accounting Services, Inc., a 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. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, using model portfolios primarily based on a Modern Portfolio Theory approach with institutional mutual funds and ETFs.

Christopher Begbie is a CFP® professional with 15 years of industry experience. He is currently affiliated with Northern Trust Securities, Inc. and has held previous roles at LPL Financial, Waddell & Reed, ProShares, PNC Wealth Management, and Merrill. Begbie also provides investment advisory services through Good Life Advisors, LLC, an independent registered investment advisor. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that serves high-net-worth individuals, retail investors, and institutional clients with discretionary portfolio management. The firm uses a model-driven approach to manage portfolios that may include proprietary and third-party investments, offering advisory, brokerage, and custody services.

Nicholas Bravo is a financial advisor at Belpointe Asset Management LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at AFIN Family Wealth Management and Vermillion Financial Advisors Inc. Outside of advising, he is also an independent insurance agent. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion. The firm serves individuals, corporations, trusts, and other advisers, offering discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios and various advisory relationships.

Kyle De Raedt is a CFP® professional with 11 years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior experience includes nearly a decade with Northwestern Mutual Wealth Management Company and affiliated entities. He is a partial owner of Stewardship Enterprises LLC, an entity established for business purposes. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, and charitable organizations. The firm employs a range of portfolio management strategies utilizing third-party managers and proprietary models, supported by technology and operational outsourcing.

Nicholas Schaben is a financial advisor at CreativeOne Securities, LLC with a Series 65 designation and less than one year of industry experience. His prior roles include positions at Wallstreet Group Advisors LLC/Acrisure and Carbliss. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to proprietary and third-party advisory platforms.

Brian Savage is a financial advisor at Forum Financial Management, LP with 40 years of industry experience. He holds a Series 63 designation and has worked in various capacities within Forum Financial Management and his own firms since 2000. In addition to his advisory role, he is also an insurance agent. 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, implementing portfolios primarily with institutional mutual funds and ETFs based on Modern Portfolio Theory.

Nicolas Andriotis is a financial advisor at Belpointe Asset Management LLC with a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill, Cetera, and AFIN Family Wealth Management. Outside of advising, he works as an independent insurance agent selling fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and a range of investment strategies tailored to client objectives, supported by a broad network of affiliated businesses and proprietary product offerings.

Mark Donatelli is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Forum Financial Management, LP since 2013 and is also president of Donatelli & Coules Financial Advisors, LLC and Donatelli & Coules, Ltd., a law firm where he serves as president and shareholder. Forum Financial Management, LP 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 and offers a range of portfolio management, financial planning, and sub-advisory services primarily through its Forum Advisor Alliance division.

Joshua Kowalczyk is a CFP® professional with six years of experience at JMG Financial Group Ltd in Downers Grove, IL. He has been with JMG Financial Group since 2015 in various capacities. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations through comprehensive wealth management, portfolio management, and financial consulting. The firm employs a planning-based, long-term investment approach with strategic asset allocation and utilizes a range of investment vehicles, including ETFs, mutual funds, equities, fixed income, separately managed accounts, and private investments for eligible clients.

Emad Pervez is a financial advisor at Jaffe Tilchin Investment Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Jaffe Tilchin, he worked at Farther and Nama Private Wealth and has academic experience from Midwestern University and Case Western Reserve University. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, financial planning, institutional consulting, and private placement investment services. The firm manages accounts on discretionary and non-discretionary bases and provides specialized private fund operational services alongside its role as adviser to a performance-fee pooled investment vehicle.

Leon Kolodziej is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Forum Financial Management since 2009. Outside of his advisory role, he is involved in insurance sales as an independent agent. 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, utilizing a Modern Portfolio Theory approach primarily with DFA mutual funds and ETFs.

John Sianis is a financial advisor at Calamos Wealth Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Calamos Advisors LLC since 2019 and Calamos Wealth Management LLC since 2010. 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. The firm employs an investment process that emphasizes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, using a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

Kenneth Shotsberger is a financial advisor at Victory Financial Group with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors, Axa Advisors, and Allstate Insurance. Outside of advising, he is a minority silent partner and investor in Greenbuild Capital, LLC. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and integrates fundamental, cyclical, and behavioral analysis to construct diversified model portfolios.

Matthew Pope is an investment advisor representative at Latitude Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities, Inc. since 2009. In addition to his advisory role, he owns an accounting and tax business and is an independent insurance agent. 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/quantitative analysis, managing most client relationships on a discretionary basis.

Sarah Jane Hoffmann is a financial advisor at Calamos Wealth Management LLC with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Citigroup and J.P. Morgan Securities. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth clients, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment approach combines asset allocation, quantitative and qualitative evaluation, and ongoing monitoring across a variety of investment vehicles, including individual securities, mutual funds, and private funds.

Tony Oommen is a CFP® professional with 15 years of industry experience, currently serving at Calamos Wealth Management LLC. His prior roles include positions at Fidelity Investments, Fidelity Charitable, Fifth Third Securities, and other firms. He serves on the boards of the Chicago Estate Planning Council and the DuPage County Estate Planning Council, and volunteers with Greenhouse Scholars. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment approach includes asset allocation, quantitative and qualitative evaluation, and the use of individual securities, mutual funds, ETFs, and private investment funds, with a focus on affiliated fund management and specific conflict-mitigation policies.

Barbara Moser is a CFP® with 28 years of industry experience. She works at Focus Financial and previously was involved with Moser & Heier Financial Solutions and Moser & Heier CPAs, Inc., where she provides tax services and financial planning. Outside of her advisory roles, she serves as a trustee for a living trust with her husband. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, and corporate entities, offering personalized investment advisory services that range from portfolio management to estate planning coordination.