Joel Riley is a CFP® with 12 years of industry experience, currently serving as a financial advisor at HighPoint Planning Partners in Downers Grove, IL. He has been with HighPoint Planning Partners, operating as Black Diamond Planners, since 2013. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a comprehensive investment approach that includes fundamental analysis and diversified allocations across various securities and managed programs.

Alexis Trotter is a financial advisor at Ausdal Financial Partners, Inc. with one year of industry experience and holds the Series 66 designation. Prior to joining Ausdal, Alexis worked at Clarity Group Midwest and Princeville State Bank. Alexis also serves as a non-commissioned officer with the Illinois Air Force National Guard. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $3.73 billion for over 16,000 clients and offers a range of services such as advisor-managed accounts, separately managed accounts, retirement-plan advisory, and financial planning, with tailored investment strategies developed at the advisor level.

Chase Di Bella is a financial advisor with Mutual of Omaha Investor Services, Inc. in Fort Myers, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to his advisory role, he worked at Fifth Third Bank and Pizza Hut, and served briefly with the Sterling Fire Department. Outside of his advisory duties, Di Bella is an author and serves on the Illinois State Board of Education, overseeing classroom activities. He is also involved in managing his own business ventures under Di Bella Vita Holdings and Di Bella Vita Financial Services. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm utilizes a network of Investment Advisor Representatives who recommend model portfolios and third-party managers on its approved platform, providing both discretionary and non-discretionary investment strategies.

Connie Heier is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Focus Financial since 2016. She has been a shareholder at Moser & Heier Financial Solutions since 2008 and at Moser & Heier CPA Inc. since 2005, where she is involved in tax preparation and planning. Heier also holds a long-standing role at OSAIC beginning in 1998. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, access to third-party managers, retirement plan consulting, and financial planning services, employing a variety of investment strategies tailored to client profiles.

Erin Moriarity is a financial advisor at Root Financial Partners with a Series 65 designation. Although new to the industry, she has been involved with Root Financial Partners since 2026 and has prior experience with several businesses including Superior Dental Partners and Elevate Billing Solutions. She also runs a financial education platform called Erin Talks Money. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement plans. The firm emphasizes diversified, passive investment strategies tailored to client objectives and risk tolerance, and offers educational programs alongside its advisory services.

Justin Muro is a financial advisor with Capital Analysts in Lombard, Illinois, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Lincoln Investment Planning, Inc. for 21 years. Outside of his advisory role, Muro serves as CEO of Muro Wealth Management, a business involved in marketing financial, tax, and accounting services. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to proprietary model portfolios, third-party managers, and ERISA plan advisory services.

Michael Hoye is a CFP® professional with 27 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in Schaumburg, IL. Outside of his advisory role, he is involved in the consultation and sale of fixed insurance products, including fixed indexed 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 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary investment strategies across a broad range of asset classes.

Thomas Longo is a financial advisor at Forum Financial Management, LP with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Forum Financial Management since 2013. Outside of his advisory role, he serves as an accountant at Systems Accounting Services, Inc., a firm providing accounting and tax services. Forum Financial Management, LP offers 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, using model portfolios primarily based on a Modern Portfolio Theory approach with institutional mutual funds and ETFs.

Nicholas Bravo is a financial advisor at Belpointe Asset Management LLC in Oak Brook, IL, holding a Series 65 designation. He has been with Belpointe since 2025 and has prior experience at AFIN Family Wealth Management and Vermillion Financial Advisors. Outside of advising, he is also an independent insurance agent. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a variety of advisory relationships and administrative services.

Kyle De Raedt is a CFP® professional with 11 years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior experience includes nearly a decade with Northwestern Mutual Wealth Management Company and affiliated entities. He is a partial owner of Stewardship Enterprises LLC, an entity established for business purposes. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, and charitable organizations. The firm employs a range of portfolio management strategies utilizing third-party managers and proprietary models, supported by technology and operational outsourcing.

Brian Savage is a financial advisor at Forum Financial Management, LP with 40 years of industry experience. He holds a Series 63 designation and has worked in various capacities within Forum Financial Management and his own firms since 2000. In addition to his advisory role, he is also an insurance agent. 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, implementing portfolios primarily with institutional mutual funds and ETFs based on Modern Portfolio Theory.

Nicolas Andriotis is a financial advisor at Belpointe Asset Management LLC with a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill, Cetera, and AFIN Family Wealth Management. Outside of advising, he works as an independent insurance agent selling fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and a range of investment strategies tailored to client objectives, supported by a broad network of affiliated businesses and proprietary product offerings.

Mark Donatelli is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Forum Financial Management, LP since 2013 and is also president of Donatelli & Coules Financial Advisors, LLC and Donatelli & Coules, Ltd., a law firm where he serves as president and shareholder. Forum Financial Management, LP 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 and offers a range of portfolio management, financial planning, and sub-advisory services primarily through its Forum Advisor Alliance division.

Joshua Kowalczyk is a CFP® professional with five years of industry experience, currently serving at JMG Financial Group LTD. He has been with JMG Financial Group since 2015 in various capacities. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax preparation when requested. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors, employing a strategic asset allocation approach with tactical adjustments across a range of investment vehicles.

Emad Pervez is a financial advisor at Jaffe Tilchin Investment Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Jaffe Tilchin, he worked at Farther and Nama Private Wealth and has academic experience from Midwestern University and Case Western Reserve University. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, financial planning, institutional consulting, and private placement investment services. The firm manages accounts on discretionary and non-discretionary bases and provides specialized private fund operational services alongside its role as adviser to a performance-fee pooled investment vehicle.

Leon Kolodziej is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Forum Financial Management since 2009. Outside of his advisory role, he is involved in insurance sales as an independent agent. 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, utilizing a Modern Portfolio Theory approach primarily with DFA mutual funds and ETFs.

John Sianis is a financial advisor at Calamos Wealth Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Calamos Advisors LLC since 2019 and Calamos Wealth Management LLC since 2010. 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. The firm employs an investment process that emphasizes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, using a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

Trent Fifield is a CFP® with 22 years of industry experience, currently with NorthCoast Asset Management LLC. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, and Charles Schwab. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional, and intermediary clients. The firm uses a quantitatively driven, systematic process for investment decisions and offers a broad range of strategies including strategic asset allocation, equity and fixed income, options/defined-outcome overlays, and alternative interval funds.

Matthew Pope is an investment advisor representative at Latitude Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities, Inc. since 2009. In addition to his advisory role, he owns an accounting and tax business and is an independent insurance agent. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Sarah Jane Hoffmann is a financial advisor at Calamos Wealth Management LLC with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Citigroup and J.P. Morgan in various capacities. Hoffmann is based in Naperville, Illinois. 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 involves idea sourcing, quantitative and qualitative evaluation, portfolio construction, and ongoing monitoring, with a notable affiliated ecosystem that includes multiple investment vehicles and trust services.