Joseph Fortunato is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding the CFP® and ChFC® designations and securities licenses Series 63 and 66. He has 21 years of industry experience and previously worked at firms including Vantage Financial Partners Limited, HighTower Advisors LLC, and Guardian Life. HighPoint Planning Partners 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 uses a diversified investment approach including mutual funds, ETFs, equities, debt securities, REITs, options, and third-party platforms.

Vincent Tunstall is a financial advisor with Northern Trust Securities, Inc. in Chicago, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been with Northern Trust Securities since 2011 and previously worked at Northern Trust Bank from 2009 to 2018. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm uses a model-driven approach combining proprietary and third-party investment products, supported by governance reviews and technology platforms to implement and rebalance portfolios.

Zak Sandeman is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at LaSalle St. Securities, VillageMD, Oranj, and Mariano's. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment management programs, utilizing a mix of asset-allocation models, mutual funds, ETFs, equities, fixed income, and options.

Michael Smith is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with HighPoint Planning Partners since 2016 and has been affiliated with LPL Financial since 2015. HighPoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, implementing portfolios through personal consultations and fundamental analysis across various asset classes, while utilizing third-party and LPL-sponsored platforms to provide consolidated advisory services.

Christopher Genzler is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Forum Financial Management, LP since 2012. His prior experience includes work at Purshe Kaplan Sterling Investments, Inc. from 2012 to 2020. Outside of his advisory role, he is involved in nonprofit organizations focused on healthcare and medical education, holding leadership positions such as President of the Western Cook Chapter of the Illinois Continuity of Care Association and Treasurer and Director of the Board at BodyInsight. 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, employing a Modern Portfolio Theory approach primarily with DFA institutional mutual funds and ETFs.

Shawn Wears is a CFP® professional with 19 years of industry experience, currently affiliated with Capital Analysts. He has been with Lincoln Investment since 2014. Outside of his advisory role, he is involved in insurance sales and serves as financial secretary for a community social club. Capital Analysts serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, trusts, and corporate entities. The firm provides discretionary and non-discretionary portfolio management through various programs and utilizes an in-house investment management and research team to support advisor-led portfolio decisions.

Seamus Kelly is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining Chicago Partners in 2025, he worked at UBS and has academic experience from the University of Chicago. Chicago Partners Investment Group serves a diverse client base, including individuals, trusts, endowments, corporations, and nonprofit plans. The firm employs a long-term, diversified investment approach with customized portfolios, utilizing fundamental analysis and strategies such as direct indexing and tax-loss harvesting.

Robert Mortimer is a CFP® with 49 years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. since 2022 and with B. Riley Wealth Management since 2010. He is based in Chicago, IL. Outside of his advisory role, he serves as Treasurer for a family-owned nonprofit corporation that manages a vacation property. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Barry Link is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding a Series 63 designation and 48 years of industry experience. He has worked at World Equity Group since 2001 and operates Link Diversified Services, which he started in 1982. Outside of advising, he is involved as an independent contractor with Abacus Life Settlements, assisting with policy evaluations and transactions for senior clients. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its Adhesion Money Management wrap-fee program and utilizes third-party managers to implement asset allocation models based on client risk tolerance.

Paul Mangiardi is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 19 years of industry experience. His prior roles include positions at LBMZ Securities, IHT Wealth Management, and Charles Schwab. He holds Series 63 and Series 65 designations. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management and offers a variety of strategies through its own and third-party wrap-fee and unified managed account programs.

Ben Petrie is a financial advisor at The Mather Group, LLC in Chicago, IL, with two years of industry experience. He holds a Series 65 designation and has been with The Mather Group since 2022. Prior to his current role, his work experience includes positions outside the financial industry. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm utilizes an evidence-based investment approach with risk-based allocation models and offers customizable portfolio options, including ESG portfolios and liability-matching bond ladders.

Marc Lawrence is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Merino Wealth Management, Mark Brown State Farm, Ryan Whitson State Farm, Rosen Harwood, Citizens Bank of Fayette, and the University of Alabama. 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 portfolios tailored to clients’ risk tolerance and time horizon, using a range of investment vehicles including mutual funds, ETFs, individual securities, options, and third-party managers.

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 with Forum Financial Management, LP, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Forum Financial since 2012 and previously at Purshe Kaplan Sterling Investments, Inc. and Pinnacle Financial Solutions, PC. Outside of his advisory work, he is involved in insurance sales and owns a holding company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, and serves as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm emphasizes model portfolios based on Modern Portfolio Theory and manages over $9 billion in assets.

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 industry experience. He is currently with Highpoint Planning Partners and has previously worked at VANTAGE FINANCIAL PARTNERS Limited. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning and consulting, retirement plan advisory, and manages a wrap-fee program, utilizing a variety of investment strategies and platforms.

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.

Jeffrey Cismoski is a CFP® professional with 12 years of industry experience, currently with Ascentis Independent Advisors, LLC. His prior roles include positions at ORG Partners LLC, WealthShield Partners, LLC, Cresset Asset Management, LLC, and Evanston Investments Inc DBA Evanston Advisors. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs asset allocation, fundamental and technical analysis, and utilizes discretionary sub-advisory arrangements and co-advisory platforms, including a Private Direct Investments program for client access to private funds and alternative investments.

Joseph Esposito is a financial advisor at VestGen Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network and Private Client Services. Esposito also maintains a long-term affiliation with Ek&A. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients through discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers.