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.

Matthew Fuhrman is a CFP® with 10 years of experience in the financial services industry. He has been with LaSalle St. Investment Advisors, L.L.C. since 2022, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of his advisory work, he is involved in life, health, annuities, and fixed insurance sales through Streamline Financial. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, with a notable predominance of non-discretionary assets under management.

David Robbins is a financial advisor with Archer Investment Corporation in South Barrington, IL, holding a Series 66 designation and 12 years of industry experience. He has been with Archer since 2015 and is also an owner of Nieminski Robbins & Associates CPAs, where he has worked since 2005, providing tax, accounting, and wealth management services. Additionally, he is involved with Barrington Advisors Group LLC, a marketing venture connected to Nieminski Robbins & Associates. Archer Investment Corporation offers investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages roughly $1.01 billion in discretionary assets with a range of advisory services from comprehensive financial planning to limited-scope model portfolios.

Kyle Janas is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and also operates the Law Offices of Craig A Janas, where he is involved in estate planning and life insurance sales. His work history includes roles at Safe Money Concepts, INC and Family Defined Benefits. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Ryan Linenger is a CFP® professional with 16 years of experience in financial advisory services. He has been with Plante Moran Financial Advisors since 2016 and previously operated Linenger Wealth Management. Linenger serves as a board member of Wheaton Christian Grammar School, volunteering time to assist with school governance. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, institutions, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis alongside proprietary market valuation tools, offering both discretionary and non-discretionary portfolio management.

Sanjay Asija is a financial advisor at Archer Investment Corporation with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer since 2017. In addition to his advisory role, he is a certified public accountant managing tax preparation and payroll services through his CPA firms. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million on a primarily discretionary basis. The firm offers customized portfolio management and model-based strategies, emphasizing diversified allocations across various asset classes and regular account reviews.

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.

Peter Lewis is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LaSalle St Securities LLC, World Equity Group, Inc., and FIFTH THIRD SECURITIES, Inc. His other business activities include insurance sales and office rental related to his securities business. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing asset-allocation models and a range of investment vehicles.

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.

Christopher Jahntz is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Mid America Financial Inc since 1989 and Harvest Investment Services, LLC from 2012 to 2018. Outside of financial services, Jahntz is involved in music production and performance as a recording artist and producer. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, utilizing a combination of third-party money managers and individual securities to implement discretionary portfolio strategies.

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.

Juliette Romeo is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked with LaSalle St. Securities, LLC since 2003. Outside of advising, she practices law and tax preparation. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, including the LaSalle St. Asset Management Program (LAMP), and supervises a mix of mutual funds, ETFs, equities, fixed income, and options.

Thomas Mc Guire is a financial advisor at Silver Oak Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Sentinus-Halo Securities, LLC and Morningstar Investment Services LLC. Outside of finance, he is a partner in DMC Fitness Solutions, a business that repairs and maintains fitness equipment. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other entities through a network of about 101 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs tailored to client objectives and risk tolerances, combining discretionary investment management with operational features such as ongoing model monitoring and automatic investment processes.

Theodore Buckley is a financial advisor with VestGen Advisors, LLC, holding a Series 66 credential and 11 years of industry experience. His prior experience includes roles at Triad Hybrid Solutions, Triad Advisors, Sequoia Wealth Management, and LPL Financial. Outside of his advisory work, Buckley is an author and motivational speaker, presenting seminars related to his book on retirement planning, and serves on the board of advisors for a social club in Lake in the Hills, IL. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction, utilizing third-party managers and home office strategies to serve a diverse client base including institutions and sovereign entities.

Jonathan Novy is a financial advisor at Ritholtz Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including RWM Insurance Services and Sheridan Road Advisors. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The multi-team firm manages approximately $9.4 billion in assets and employs a goal-based investment process that incorporates behavioral finance, diversified low-cost ETFs, and tactical overlays, along with digital platforms for model portfolio implementation and management.

Samuel Sadkhin is a financial advisor at Alera Investment Advisors, LLC with a Series 66 designation and one year of industry experience. He has previously worked at firms including Osaic Wealth, Hard Hat Hub, and PreScouter. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis approach and integrates its services with insurance and pension-consulting platforms.