David Nelson is a financial advisor at On Investment Management Company with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The O.N. Equity Sales Company, Ohio National Financial Services, Kestra Financial, LLC, Princor Financial Services Corporation, and Principal Life Insurance Company. He volunteers with American Medicare Disability Advocates, a nonprofit organization that assists people with disabilities in navigating Medicare. On Investment Management Company provides financial planning and investment advisory services to individuals, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based financial planning and both discretionary and non-discretionary managed account options.

Davis Baker is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 65 and Series 63 licenses and has six years of industry experience. His prior roles include positions at The Ameriflex Group, Cambridge Investment Research, and The Vanguard Group. Outside of advising, he is also an independent insurance agent. HighPoint Advisor Group serves a diverse client base including high-net-worth individuals, pension plans, and charitable organizations. The firm utilizes fundamental analysis to construct personalized investment policies and employs a range of investment vehicles and third-party platforms to deliver advisory services.

Tony Kozaili is a financial advisor at JMG Financial Group LTD with seven years of industry experience. He holds a Series 65 designation and previously worked at KPMG LLP for seven years before joining JMG Financial Group. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management, offering additional tax consulting and private investment fund advisory services. The firm employs a planning-based, long-term investment approach with strategic asset allocation, utilizing a variety of investment vehicles and operational tools to support complex client needs.

Nicholas Armbrust is a financial advisor with OnePoint BFG Wealth Partners in Lombard, IL, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions with Northwestern Mutual Wealth Management Company and UBS Maltby Ludington Nelson Group. OnePoint BFG provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm implements client-specific portfolios using a combination of third-party managers, proprietary models, and custodian platforms, supported by technology and operational outsourcing.

Judith Rossetti is a CFA® charterholder with one year of industry experience. She currently works at Forum Financial Management, LP and has previous experience at Macquarie Group and AMP Capital. She had a one-year career break prior to joining her current firm. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm offers model asset-allocation portfolios based on Modern Portfolio Theory and supports independent advisors through its Forum Advisor Alliance division.

Sara Salvino is a Series 65-credentialed advisor with one year of industry experience. She is currently with Performance Wealth, where she has worked since 2023, and previously worked at UBS Financial Services. Salvino has an academic background including roles at Vanderbilt University and The University of Chicago. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing discretionary and non-discretionary investment management along with comprehensive wealth management and financial planning. The firm manages over $4 billion in client assets and employs a primarily long-term, portfolio-focused investment approach using diversified allocations across mutual funds, ETFs, individual securities, and alternative investments.

Cedric Mc Clain is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 66 credential and three years of industry experience. Before joining CliftonLarsonAllen in 2026, he worked at UBS Financial Services Inc. from 2023 to 2026. Outside of finance, he owns A1 Cloths LLC, a fashion consulting business that assists local clothing brands with marketing and sourcing materials internationally. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm utilizes a combination of discretionary and non-discretionary investment approaches and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Richard Trittschuh is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors since 2012 and is also a principal of the parent public accounting and consulting firm, CliftonLarsonAllen LLP. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm offers a range of services such as portfolio management, financial and estate planning, and business succession advisory, utilizing strategic asset allocation with both active and passive investment vehicles.

Matthew Evans is a CFP®-credentialed financial advisor with 16 years of industry experience. He is currently with VestGen Advisors, LLC and has held roles at Fountain Wealth Management, Raymond James Financial Services, and several other firms. Evans is also associated with Mohns & Haller Inc. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for roughly 22,790 clients across 53 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services, using a blend of fundamental, technical, and quantitative analysis, and serves a diverse client base including institutional investors.

Gregory Vlassov is a CFP® professional with nine years of experience at JMG Financial Group LTD and four years of prior experience at Dominican University. He is based in Downers Grove, IL. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and financial consulting services. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers a range of investment options including ETFs, mutual funds, individual equities, and private investments.

Jody Robinson is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Kingsview Wealth Management and Kingsview Partners LLC since 2015. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led financial planning, model-based strategies, and access to a broad range of investment instruments and third-party managers.

Edward Perry Jr. is a CFP® with 30 years of industry experience, currently affiliated with LaSalle St. Investment Advisors, L.L.C. He has worked at Commonwealth Financial Network since 2008 and has been involved with Fitzgerald & Perry, P.C. and The Law Offices of Fitzgerald & Perry since 1999. Outside of his advisory role, he is president of Perry Wealth Counsel, focusing on investment, retirement planning, insurance, and fixed annuities, and also operates an estate law firm. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management. The firm offers both discretionary and non-discretionary asset management using a variety of investment strategies and vehicles, with a notable emphasis on non-discretionary assets and collaborative arrangements with third-party managers.

Gerran Batterberry is a CFP® professional with 21 years of experience in the financial services industry. He is currently with HighPoint Planning Partners, where he has worked since 2022, and has held roles at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and TD Ameritrade. Outside of advisory work, he has experience in flight training. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, 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, implementing portfolios with a range of investment vehicles and using both proprietary and third-party platforms.

Sydney Lukatsevich is a CFP® with eight years of industry experience, currently serving at Calamos Wealth Management LLC. Her prior experience includes roles at Mowery & Schoenfeld Wealth Management, Mutual of Omaha Advisors, AXA Advisors, and Morgan Stanley. 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 process involves asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Megan Martin is a financial advisor at Forum Financial Management, LP with seven years of industry experience. She holds a Series 65 credential and has been with Forum Financial Management since 2011. Outside of her advisory role, she is a member of FRM Holdings LLC, a holding company. 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 primarily implemented with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Michael Moles is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked concurrently since 2016 as a tax preparer with Match Enterprises, Inc., providing tax return services. Forum Financial Management, LP delivers investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, using institutional mutual funds, ETFs, and individualized fixed income strategies, and offers specialized back-office and sub-advisory services to independent advisors and RIAs.

Kurtis Hagemann is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at Advisors' Pride and LPL Financial. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Michael Corrigan is a financial advisor at Simplicity Wealth with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Harvest Investment Services and served as Township Supervisor for Proviso Township. In addition to his advisory work, he serves as a commissioner on the Proviso Township Mental Health Commission and is involved in college financial planning education. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios and independent managers, and offers a range of advisory and technology services for advisers.

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.