Christopher Dallas is a financial advisor at World Equity Group, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with World Equity Group since 2011. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

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. He began his career at Dominican University before joining JMG Financial Group in 2017. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with services that include wealth management, portfolio management, and financial consulting. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and utilizes a range of investment vehicles, including ETFs, mutual funds, equities, fixed income, and private investments.

Jody Robinson is a financial advisor at Kingsview Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Morgan Stanley prior to joining Kingsview in 2015. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of in-house strategies, third-party managers, and alternative investments.

Frank Griseta is a financial advisor with Focus Financial and holds a Series 66 designation. He has 21 years of industry experience and has been affiliated with OSAIC and Focus Financial Network since 2010. Outside of his advisory role, Griseta co-owns a medical billing services company with his wife and operates a photography business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Edward Perry Jr. is a CFP® with 31 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has been a principal at Fitzgerald & Perry, P.C. since 2008 and has practiced law at 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 he operates a law firm specializing in estate law. LaSalle St. Investment Advisors provides personalized, fee-based 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, incorporating a mix of asset classes and third-party manager oversight, with a notable emphasis on non-discretionary asset management.

Gerran Batterberry is a CFP® professional with 21 years of industry experience, currently affiliated with HighPoint Planning Partners. He has held roles at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and TD Ameritrade. Outside of his advisory work, he has experience in flight training. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary asset management and financial planning, utilizing fundamental analysis and multiple investment platforms to implement customized portfolios.

Randolph Rodriguez is a financial advisor at CL Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Cabot Lodge Securities LLC, B.B. Graham & Company, and Morgan Stanley. He also operates d/b/a Saber Wealth Management in La Jolla, CA, where he provides financial advising and investment recommendations. CL Wealth Management LLC offers portfolio advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses both discretionary and non-discretionary management approaches tailored through fundamental and technical analysis, model portfolios, option strategies, and a variety of mutual funds and ETFs.

Donald Cohen is a Series 66-credentialed financial advisor with 25 years of industry experience, currently with World Equity Group, Inc., where he has worked since 2011. He has also operated his own CPA practice since 1982. Outside of his advisory role, Cohen serves as president of a condominium association in Hollywood, FL, and is a board member of the Boca Rio Golf Club. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a variety of clients, including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers managed portfolios through wrap-fee programs and utilizes discretionary third-party managers, emphasizing asset allocation grounded in clients’ risk tolerance.

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 over 20 years of industry experience. His prior roles include positions at Advisors' Pride, LPL Financial, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. He is based in Batavia, IL. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, typically allocating assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers, using both fundamental and technical analysis.

Michael Corrigan is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Harvest Investment Services for 12 years and has served as an elected official and commissioner for Proviso Township for over a decade. Outside of his advisory work, Corrigan is involved in mental health services as a commissioner on the Proviso Township Mental Health Commission and participates in college planning education for families. Simplicity Wealth serves a diverse client base including individual and institutional investors, as well as financial firms, offering services from financial planning and portfolio management to retirement plan solutions and a managed account platform. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides advisory services combined with technology and operational support for other advisors.

Thomas Rendl Jr. is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with World Equity Group since 2001. In addition to his advisory role, he is also a licensed life insurance agent providing life insurance quotes and policies for clients. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and access to third-party money managers using a risk-tolerance questionnaire to guide asset allocation.

Jack Burk is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He has been with Arete Wealth Advisors and Arete Wealth Management LLC since 2008. Burk holds the Series 66 designation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, employing both advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.

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.

Daniel Murphy is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Northwestern Mutual Wealth Management Company since 2017, following previous roles at Northwestern Mutual Investment Services LLC and Kevin Spahn. Murphy is also an investment advisor representative with Winfield Wealth Advisors, LLC. HBW Advisory Services manages approximately $1.75 billion in client assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach that incorporates tactical asset allocation, fixed income, and multi-manager diversification, and it offers sub-advisory, co-advisory, and subscription services.

William Hurckes is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes founding Hurckes Financial Strategies and roles at Clarity Group Midwest, LLC. Outside of advising, he works as an independent insurance agent, selling term life, fixed universal life, fixed whole life, disability income, and fixed annuities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, utilizing both discretionary and non-discretionary strategies across a wide range of asset classes.

Charles Weidenbach is a financial advisor at Calamos Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at EY and US Bank. 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, with an investment approach that incorporates asset allocation, quantitative and qualitative evaluation, and a mix of individual securities and funds.