Will Hendricks is a Certified Financial Planner® with 12 years of industry experience. He is currently with Citizens Private Wealth and Citizens Securities, Inc. and Citizens Bank in River Forest, Illinois. His prior experience includes roles at Blue Ocean Companies, Lion Street Financial and Advisors, J.P. Morgan Securities, and First Republic Securities Company. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments. The firm offers discretionary and non-discretionary investment management, ERISA plan advisory, tax and estate structuring, and business consulting services, using an open-architecture investment approach tailored to client goals. Its affiliation with Citizens Bank provides access to banking products and securities-based lending, alongside an investment platform managed by a Chief Investment Officer combining quantitative and qualitative research.

Daniel De Angelis is a CFP® with two years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. His prior roles include positions at Northwestern Mutual Investment Services LLC and Bleakley Financial Group dba Spahn Financial & OnePoint BFG. Outside of financial advising, he has a diverse work background including experience at FedEx Ground and Depot Dental Lab. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a wide range of clients, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs proprietary portfolio models alongside third-party managers and uses formal monitoring and rebalancing processes, with most client assets managed on a discretionary basis.

John Hackett is a Series 65-licensed financial advisor with First Advisors National, LLC, based in Downers Grove, IL. He has four years of industry experience and has previously worked at Black Edge Capital and Marquette Partners. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and combines tactical and strategic approaches with fundamental analysis to support its investment decisions.

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.

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.

Steven Hefter is a CFP® with six years of industry experience, currently serving as an advisor at Encompass More Asset Management LLC since 2022. Prior to this, he worked at Verity Asset Management and State Street Bank, and he is also involved with Appreciation Financial, where he sells insurance and annuity products. Additionally, Hefter consults for ERC Specialists, LLC, and provides business concierge services through Linqqs LLC. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for around 4,000 clients.

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.

Christopher Begbie is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with Northern Trust Securities, Inc. and has prior experience at LPL Financial, Waddell & Reed, and ProShares. Begbie also provides investment advisory services through Good Life Advisors, LLC, an independent registered investment advisor. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that offers discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients. The firm utilizes a model-driven investment approach with a range of proprietary and third-party products delivered through the Fidelity Managed Account Xchange platform.

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.