Harold Leavell III is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with Brownson, Rehmus & Foxworth, Inc. since 2005 and previously worked at Ernst & Young Investment Advisers LLP from 2003 to 2005. Based in Chicago, IL, he is part of a 17-advisor firm. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, private foundations, endowments, qualified retirement plans, and senior corporate executives. The firm emphasizes personalized financial counseling and non-discretionary advisory services with a focus on long-term, diversified asset allocation and client-directed decision-making.

Brendan Nuzzo is a CFP® professional with one year of industry experience, currently advising at Modern Wealth Management, LLC. He previously worked at OFM Wealth for four years and has a background that includes experience outside the financial industry. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of model portfolios and third-party managers.

Roman Kobrin is a financial advisor at Zacks Investment Management, Inc. based in Chicago, IL, with 14 years of industry experience. He holds the Series 66 credential and has worked at Zacks Investment Management since 2014, alongside a concurrent role at LBMZ Securities, Inc. since 2016. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process that combines quantitative and qualitative analysis, offering a range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative private funds.

Peter Mc Donnell is a financial advisor at IP Financial Advisory Services LLC with 30 years of industry experience. His prior experience includes roles at Great Point Capital, LLC, Tide Rock Investors LLC, McDonnell Advisory LLC, Springbank, Roth Capital Partners, LLC, Advanced Equities, Inc., and Banc Of America Investment Services, Inc. Outside of advisory work, he serves as Managing Director of The Prime Group Inc., where he develops and maintains partner relationships. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes customized portfolios and employs a range of analytical approaches while focusing on non-high-net-worth investors and retirement plan participants.

John Vandervoorn is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at firms including Level Four Advisory Services and LPL Financial. HighPoint Advisor Group serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, implementing investment strategies through fundamental analysis and various platforms, including LPL-sponsored programs.

Ian Clark is a CFP® professional with 15 years of industry experience. He has worked at Brownson, Rehmus & Foxworth, Inc. since 2022 and previously held positions at Facet Wealth and TIAA. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies, with clients retaining final decision authority and trades executed only upon prior written authorization.

Steven Kellar is a CFP® with 33 years of industry experience, currently serving with HighPoint Planning Partners. He has worked previously at firms including LPL Financial, IHT Wealth Management, Sheridan Road, and Independent Financial Partners. Kellar is also licensed as an insurance agent with Mass Mutual Life Insurance Company, conducting insurance sales and implementation of insurance recommendations on a limited basis. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and employs a range of investment strategies including fundamental analysis and diversified portfolio construction across multiple asset classes.

Cristine Marik is a CFP® and CFA® with 26 years of experience in financial advising. She has worked at Modern Wealth Management, LLC since 2025 and previously held positions at OFM Wealth, Stevens Wealth Management LLC, Leonetti & Associates, and Successful Financial Solutions Inc. Marik holds an insurance license and oversees existing life insurance and variable annuities. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and an integrated operational structure.

Alexander Kneisel is a financial advisor at Chicago Partners Investment Group LLC with Series 63 and Series 65 credentials. He has prior experience at Dell Technologies and BMO Financial Group, with a total of no industry experience as a financial advisor. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and family offices. The firm employs a long-term, diversified, asset-allocation approach using fundamental analysis and quantitative optimization across a range of investment strategies including mutual funds, ETFs, and structured notes.

Kim Suchy is a financial advisor at Ausdal Financial Partners, Inc. with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Optimum Investment Advisors. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in assets. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations through a network of approximately 152 advisors.

Thomas Boggess is a financial advisor at First Advisors National, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research and ProEquities, Inc. Boggess also practices law as an attorney and principal of the Law Office of T. Phillip Boggess and serves as chapter president of the Society for Financial Awareness. Additionally, he provides business consulting through TPB Ventures, Ltd., focusing on college planning and small business operations. First Advisors National serves primarily individual clients, including ERISA plan participants, offering investment management, asset allocation advice, and retirement plan consulting. The firm employs tactical and strategic asset allocation approaches and monitors third-party money managers to implement client strategies.

Courtney Fuller is a financial advisor at The Mather Group, LLC with 11 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. From her outside activities, she serves on the Board of Directors of Fuller Tome. 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 utilizes an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools alongside human oversight.

Emil Mokhtarian is a CFP® with 28 years of industry experience, currently serving as an advisor at IHT Wealth Management LLC since 2017. His prior experience includes roles at Wells Fargo Clearing, Merrill, Banc of America Investment Services, Inc., and LaSalle Financial Services, Inc. based in Chicago, IL. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services through a network of investment adviser representatives utilizing a disciplined investment process that incorporates fundamental value screening, quantitative optimization, and tactical strategies.

John Adam is a CFP® and Series 63 licensed advisor with 28 years of experience. He has been with Forum Financial Management, LP since 2002 and also has experience at Spokas & Associates CPA's LLC and Forum Tax & Accounting Services LLC. Adam is involved in insurance sales as a sole proprietor and participates in real estate management through two LLCs. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm employs Modern Portfolio Theory in constructing model portfolios primarily using institutional mutual funds and ETFs, and it offers a broad range of discretionary and non-discretionary portfolio management and financial planning services.

Susan Shacklette is a Series 65-licensed financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, with 18 years of industry experience. She has been with the firm since 2007. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes a thorough discovery process and customized long-term asset allocation strategies, focusing on broad diversification and client-directed trade execution.

Daniel De Riso is a CFP® and CFA® affiliated with Advisors Capital Management, LLC, based in Chicago, IL, with one year of industry experience. Before joining the firm, he worked at ABCO Peerless Sprinkler Co and attended Villanova University. Outside of his advisory role, he owns RG Entertainment, LLC, an online product sales business active on social media platforms such as TikTok Shop. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and intermediary clients, providing discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions. The firm combines macroeconomic analysis with fundamental, quantitative, and qualitative research across various asset classes and manages over $8 billion in discretionary assets, supporting a large network of advisors and clients.

Samuel Mercer is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 license with one year of industry experience. His prior work includes roles outside the financial sector, such as positions in culinary services and grounds management. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable strategies, including direct indexing and ESG portfolios, and integrates AI tools with human oversight in its processes.

Daniel Stringfellow is a financial advisor at VestGen Advisors, LLC in Chicago, IL, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at Rothchild Investment LLC and Private Client Services. Outside of his advisory work, he is involved with Starterbox Studios. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including 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 affiliated funds as part of its service offerings.

James Kim is a financial advisor at VestGen Advisors, LLC with 20 years of industry experience. His career includes roles at Penn Mutual Life Insurance, Ohio National Financial Services, THE O.N. Equity Sales Company, and other firms. He serves as a board member and Treasurer of New Community Outreach, a nonprofit organization focused on youth and community in the Bronzeville area. VestGen Advisors 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, using third-party managers and proprietary funds to serve a diverse client base including retail, institutional, and governmental entities.

Stephen Gaul is a CFP® professional with two years of experience at JMG Financial Group Ltd in Downers Grove, IL. His career includes various roles prior to joining the financial industry, including positions with FedEx and multiple minor league hockey teams. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management and tax consulting services. The firm follows a planning-based, long-term investment approach featuring strategic asset allocation and utilizes a diverse range of investment vehicles, including ETFs, mutual funds, and private investments.