Michael Corrigan is a financial advisor at Simplicity Wealth with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Harvest Investment Services and served as Township Supervisor for Proviso Township. In addition to his advisory work, he serves as a commissioner on the Proviso Township Mental Health Commission and is involved in college financial planning education. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios and independent managers, and offers a range of advisory and technology services for advisers.

Thomas Rendl Jr. is a financial advisor with WORLD EQUITY GROUP, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with World Equity Group since 2001. In addition to his advisory role, he is a licensed life insurance agent with Penn Mutual Life Insurance. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profits, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

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 at HBW Advisory Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Kevin Spahn, and Ultimate Software. In addition to his role at HBW, he is an investment advisor representative at Winfield Wealth Advisors, LLC. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and model portfolios, serving a high client load per advisor and offering institutional and intermediary services, including sub-advisory and retirement-plan subscription options.

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.

Ann Greenberg is a CFP®-certified financial advisor with 14 years of industry experience. She is currently with HighPoint Planning Partners and has previously worked at Moneco Advisors, LLC and LPL Financial. HighPoint Advisor Group 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 acts as sponsor and manager of a wrap-fee program, utilizing a range of investment vehicles and third-party platforms.

Laura Chiaramonte is affiliated with LaSalle St. Investment Advisors, L.L.C. and holds a Series 65 designation. She has been working at LaSalle St. Securities- Dennis R. Tierney since 2005. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and various portfolio management services. The firm offers both non-discretionary and discretionary asset management, qualified plan consulting, and access to third-party managers, employing a range of investment strategies that include passive and active approaches across multiple asset classes.

Michael Remedi is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ausdal Financial Partners since 2008. Outside of his advisory role, he is also involved in the sale of fixed and health insurance products on a part-time basis. 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 a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of discretionary and non-discretionary strategies with multiple portfolio options.

Vincenzo Nardi is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Forum Financial Management, LP since 2018 and previously was involved with Alberta Investments LLC and his own practice, Vince Nardi. Outside of his advisory role, he is also an insurance agent providing insurance sales and services. 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, implementing portfolios primarily with DFA institutional mutual funds and ETFs based on Modern Portfolio Theory.

Tyler Kocour is a CFP® professional with four years of experience, currently with JMG Financial Group LTD. His prior roles include positions at WEA Member Benefits and Hays Company, as well as experience at the University of Wisconsin. JMG Financial Group serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management, financial advisory, retirement plan consulting, and tax consulting services. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors and employs a strategic asset allocation approach overseen by an investment committee.

Andrew Egan is a financial advisor at Sequent Planning, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Sequent Planning since 2019. Prior to that, he was employed at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of his advisory role, he works as a security guard at Wrigley Field. Sequent Planning, LLC, doing business as Futurity First Wealth Management, serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services, utilizing a structured risk framework and diversified manager exposures to meet client needs.

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 industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2022. He previously worked at Fidelity in various capacities from 2016 to 2022. Outside of his advisory role, he is involved in life, health, annuities, and fixed insurance sales through Streamline Financial. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a diverse client base including individuals, trusts, estates, and small businesses. The firm manages a mix of non-discretionary and discretionary programs, focusing on a predominantly non-discretionary asset management approach.

Ryan Linenger is a CFP® with 16 years of industry experience, currently serving as an advisor at Plante Moran Financial Advisors since 2016. He previously founded and operated Linenger Wealth Management from 2010 to 2017. Outside of his advisory role, Linenger is a partner at Plante & Moran PLLC and volunteers as a board member for Wheaton Christian Grammar School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other entities. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, offering both discretionary and non-discretionary portfolio management alongside alternative investment access.

Maria Tipton is a financial advisor with KCD Financial, Inc. in Willowbrook, Illinois, holding Series 63 and Series 65 licenses and having 38 years of industry experience. She has been with KCD Financial since 2012 and has also been self-employed since 2011. Outside of advisory work, she is involved in insurance sales, specializing in fixed annuities, life insurance, long-term care, and disability products. KCD Financial, Inc. provides asset management, financial planning, appraisal services, and access to third-party management programs for individuals, corporate pension plans, and charitable organizations. The firm employs a range of analytical and investment strategies and serves approximately 1,145 clients with $182.6 million in assets under management.

Joel Clousing is a financial advisor with LPL Financial based in Wheaton, Illinois, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been associated with Highpoint Advisor Group, LLC since 2013. Outside of his advisory work, Clousing is a CPA who prepares personal tax returns for clients and also serves as a basketball referee. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and advisory programs supported by an in-house research team that develops model portfolios and investment strategies.

Jack Grzenia is a financial advisor with Forum Financial Management, LP, holding Series 65 and Series 66 licenses and bringing ten years of industry experience. His background includes roles at Purshe Kaplan Sterling Investments, Cetera, and MP360 Financial Services. Outside of advisory work, he is a partner at ZEN Installations, a vinyl sign installation business, and engages in insurance sales as a sole proprietor. Forum Financial Management, LP serves individuals, retirement plan sponsors, charitable organizations, and institutional clients, offering portfolio management and financial planning services. The firm builds portfolios based on Modern Portfolio Theory, primarily utilizing institutional mutual funds and ETFs, and supports other RIAs through a turn-key asset-management platform and back-office services.