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 at Forum Financial Management, LP with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Purshe Kaplan Sterling Investments, Inc., Pinnacle Financial Solutions, PC, and Forum Tax & Accounting LLC. Outside of advisory roles, he is involved in insurance sales and owns a holding company. Forum Financial Management, LP provides 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 and ETFs, and offers a turn-key asset-management platform with back-office and sub-advisory services to other RIAs.

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 experience in the financial industry. He is currently with Highpoint Planning Partners and was previously with VANTAGE FINANCIAL PARTNERS Limited for 35 years. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and uses a range of investment vehicles and third-party platforms to implement client portfolios.

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 Jr. is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Commonwealth Financial Network, Ek&A, and Mass Mutual Investors Services. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for over 22,000 clients. The firm provides discretionary and non-discretionary investment management, financial planning, ERISA 3(21) retirement plan services, and works with third-party managers, employing a range of analytical approaches tailored to client goals and risk tolerance.

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.

Patrick Macy is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 designation. He has one year of industry experience and previously worked at Burlingame Country Club. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices with a long-term, fundamental investment approach using a combination of proprietary strategies, third-party managers, mutual funds, and private funds.

James Hagedorn is a CFA® charterholder with 22 years of experience in the financial advisory industry. He has worked at Chicago Partners Investment Group LLC since 2009 and previously held roles at The Mosaic Financial Group LLC and PricewaterhouseCoopers Investment Advisers LLC. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofit plans, endowments, corporations, and other entities, offering financial planning, portfolio management, family office services, and retirement-plan consulting. The firm employs a long-term, diversified, asset-allocation approach that integrates fundamental analysis with quantitative methods across various investment strategies.

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 63 and Series 66 designations and has worked at BlackRock Investments LLC and BlackRock since 2023, as well as at Harris Associates and Harbor Capital Advisors earlier in his career. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic, technical, and rules-based strategies that combine quantitative and fundamental analysis. The firm specializes in option-based hedges and yield-enhancing overlays, offering portfolio overlay, strategy management, and collateral services through both discretionary and sub-advisory mandates.

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® with 18 years of industry experience, currently serving as a financial advisor at The Mather Group, LLC since 2016. He previously worked at Morgan Stanley from 2008 to 2011. Outside of his advisory role, he manages personally owned real estate through leasing and property management. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customized portfolio solutions including direct indexing and ESG factor portfolios.

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 63 and Series 65 licenses and has worked at several firms, including Cetera and APC Financial Group. Prior to her financial career, she spent several years in education 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 employs model asset-allocation portfolios grounded in Modern Portfolio Theory, primarily using institutional mutual funds and ETFs, and offers turnkey asset-management and back-office services to other RIAs.

John Sciaccotta is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Forum Financial Management, LP for seven years. Outside of his advisory role, Sciaccotta is the managing partner of DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a CPA firm. LaSalle St. Investment Advisors provides personalized 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 programs, emphasizing a predominance of non-discretionary asset management and utilizing a range of mutual funds, ETFs, equities, fixed income, and options.

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.