Ian Crowley is a financial advisor at IHT Wealth Management LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and PKF Mueller. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm’s investment approach combines fundamental value screening, quantitative optimization, and periodic rebalancing, with access to proprietary model portfolios, third-party managers, and discretionary mandates.

Jaclyn Garcia is a CFP® with 10 years of industry experience and has been with JMG Financial Group Ltd since 2015. She serves as a manager of Glass Pumpkin Vineyard, LLC, a vineyard business unrelated to investments. JMG Financial Group Ltd provides comprehensive wealth and portfolio management to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term approach with strategic asset allocation and offers tax consulting and access to private investment funds.

James Lapera is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Forum Financial since 2012 and previously at Purshe Kaplan Sterling Investments, Inc. and Pinnacle Financial Solutions, PC. Outside of his advisory work, he is involved in insurance sales and owns a holding company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, and serves as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm emphasizes model portfolios based on Modern Portfolio Theory and manages over $9 billion in assets.

Jon Adams is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He currently serves as an advisor at Calamos Wealth Management LLC and Calamos Financial Services LLC since 2023. Prior to this, he worked at Citigroup for one year and BMO Global Asset Management for seven years. Adams is a member of the Ares Advisory Board, where he participates in discussions on private markets and best practices. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment process includes idea sourcing, quantitative and qualitative evaluation, portfolio construction, and ongoing monitoring, often utilizing affiliated investment vehicles and maintaining governance controls.

Michael Rohrwasser is a CFP® with 39 years of industry experience. He is currently with Highpoint Planning Partners and has previously worked at VANTAGE FINANCIAL PARTNERS Limited. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning and consulting, retirement plan advisory, and manages a wrap-fee program, utilizing a variety of investment strategies and platforms.

Gregory Murphy is a financial advisor at Zacks Investment Management, Inc. with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at both Zacks Investment Management since 2007 and LBMZ Securities, Inc. since 2009. Zacks Investment Management offers discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, serving as portfolio manager to mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and distributes its offerings through wrap-fee and unified managed account programs.

Joseph Esposito is a financial advisor at VestGen Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network and Private Client Services. Esposito also maintains a long-term affiliation with Ek&A. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients through discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers.

Joseph Vogenthaler is a financial advisor at Forum Financial Management, LP in San Diego, CA, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Forum in 2020, he worked at Twitch, LLC for 14 years and was involved with several school districts in 2020. Outside of his advisory role, he operated a sole proprietorship in real estate management. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA mutual funds and ETFs within a Modern Portfolio Theory framework.

James Hagedorn is a CFA® charterholder with 22 years of experience in the financial industry. He has been with Chicago Partners Investment Group LLC since 2009 and also works with The Mosaic Financial Group LLC. Chicago Partners Investment Group LLC advises a diverse range of clients, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach that incorporates fundamental analysis, customized portfolios, and strategies such as direct indexing and tax-loss harvesting.

Jacob Stanczyk is a CFP® with six years of industry experience currently serving at JMG Financial Group Ltd. He has held prior roles at The Advocate Group, LLC, Carlson Holdings Inc., and Accredited Investors Inc. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with a comprehensive wealth management approach that includes portfolio management, financial and retirement consulting, and in-house tax services. The firm employs a planning-based, long-term investment process emphasizing strategic asset allocation combined with tactical adjustments approved by an investment committee.

Robert Devita is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ausdal Financial Partners since 2010. Outside of his advisory role, he is involved in an outside insurance brokerage focusing on fixed 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 about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of discretionary and non-discretionary investment strategies.

Edward Kollada Jr. is a CFP® with 29 years of industry experience, currently serving at FourStar Wealth Advisors, LLC since 2024. His prior roles include positions at LPL Financial, Global Retirement Partners, Kestra Financial Services, Strategic Retirement Partners, and The Bensman Group. He is also the owner and president of Elite Wealth Partners, Inc., a firm specializing in tax preparation, accounting, and insurance. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.

Kyle Schneider is a financial advisor at SpiderRock Advisors, LLC with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at BlackRock Investments LLC, Harris Associates, and Harbor Capital Advisors. Schneider is currently based in Chicago, IL. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing portfolio overlay and strategy management services that combine listed derivatives with traditional securities. The firm employs systematic and quantitative approaches through proprietary software and real-time risk monitoring to construct option-based hedges and yield-enhancing overlays.

John Davila is a financial advisor with HighPoint Planning Partners who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been associated with HighPoint Advisor Group, LLC (DBA TWG Wealth Partners) since 2016 and LPL Financial since 2009. Outside of his advisory roles, he operates John M. Davila and Associates LLC, which processes securities and non-variable insurance business. 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 wrap-fee program management, implementing portfolios through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

Brian Schmehil is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at The Mather Group, LLC. He has been with The Mather Group since 2016. Outside of his advisory role, he is involved in leasing and managing personally owned real estate. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools under human oversight.

Robert Sutherland is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Private Client Services since 2010. Outside of advising, he serves as the board president of Spirito, a 501(c)(3) choral organization in Oakbrook, Illinois. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm manages approximately $1.05 billion across over 3,200 client accounts and offers financial planning, consulting, and portfolio management through various implementation platforms and both discretionary and non-discretionary account management.

Valentina Canonaco is a financial professional at Forum Financial Management, LP with one year of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Cetera, Callero Capital Wealth Management, APC Financial Group, and in educational roles at Carol Von Linne Elementary and St. Procopius School. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm constructs model portfolios based on Modern Portfolio Theory and offers a range of discretionary and non-discretionary management, financial planning, and sub-advisory services, with a focus on wholesale relationships and back-office support for independent advisors.

Ryan Zink is a CFP® and ChFC® with 13 years of experience in financial services. He is affiliated with Forum Financial Management, LP and has held roles at Element 30 Insurance Solutions Inc. and Purshe Kaplan Sterling Investments. Outside his advisory work, he serves as president and broker of an insurance firm. 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 independent RIAs, implementing model portfolios primarily using DFA mutual funds and ETFs within a Modern Portfolio Theory framework.

Natalie Dymkowski is a financial advisor at New Edge Wealth in Chicago, IL, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Charles Schwab, and Northwestern Mutual. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary solutions across multiple asset classes.

Mark Powell is a CFP® with 25 years of industry experience, currently serving as an advisor at Highpoint Planning Partners since 2014. He is also registered with LPL Financial and has a background primarily with Highpoint Advisor Group, doing business as OnPath Financial Group. Outside of his advisory work, he is involved with MP Financial Solutions Holdings, LLC for non-investment related purposes and holds a notary role. Highpoint Planning Partners serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, utilizing fundamental analysis and multiple investment platforms to tailor portfolios.