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.

Tristan Carone is a financial advisor with VestGen Advisors, LLC in Chicago, IL, holding a Series 66 license and beginning his advisory career in 2025. Prior to joining VestGen, he worked in various roles including at Private Client Services and Hyvee. VestGen Advisors manages approximately $6.66 billion for a diverse client base including individuals, small businesses, and institutional clients. The firm employs a client-specific investment approach using fundamental, technical, and quantitative analysis along with modern portfolio theory, and offers a range of services including discretionary and non-discretionary management and ERISA 3(21) retirement plan services.

Ann Greenberg is a CFP® professional with 14 years of experience in the financial services industry. She is currently with HighPoint Planning Partners and has previously worked at Moneco Advisors, LLC and LPL Financial. HighPoint Advisor Group 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 acts as sponsor and manager of a wrap-fee program, employing a range of investment vehicles and third-party platforms to implement client portfolios.

Joshua Vick is a financial advisor at Chicago Partners Investment Group LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Beltmann Relocation, Target Corporation, and the University of North Dakota. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, not-for-profits, and corporations, offering services such as portfolio management, financial planning, retirement plan consulting, and family-office reporting. The firm employs a long-term, diversified investment approach and sponsors affiliated pooled investment vehicles, including private funds launched in 2021.

Frank Aiello is a Series 65-licensed advisor at Chicago Partners Investment Group LLC with nine years of industry experience. He has been with Chicago Partners since 2016 and is also a partner at TKF Homes, where he is involved in home flipping. Chicago Partners Investment Group serves a diverse client base, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and a variety of strategies, including direct indexing and tax-loss harvesting.

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.

David Miller is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses with three years of industry experience. His background includes roles at Northern Trust Securities and J.P. Morgan Securities, as well as JPMorgan Chase Bank. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts and Strategist UMAs, combining advisory, brokerage, and custody services.

Jacob Temple is a financial advisor at Northern Trust Securities, Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Northern Trust Securities in 2025, he worked at Charles Schwab for one year and has a varied background including roles outside the financial industry. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through separately managed accounts and other managed portfolios delivered via the Fidelity Managed Account Xchange platform.

Tyler Kocour is a CFP® professional with four years of experience at JMG Financial Group Ltd. He has prior work experience at WEA Member Benefits, Hays Company, and the University of Wisconsin. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with a long-term, planning-based investment approach that includes comprehensive wealth management, portfolio management, and financial consulting services. The firm emphasizes strategic asset allocation and uses a variety of investment vehicles, including ETFs, mutual funds, individual equities, fixed income, and private investments.

Andrew Egan is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. Prior to joining Sequent Planning in 2019, he worked 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 is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of independent advisers using firm-developed and third-party models within a structured risk framework.

James Palermo is a CFP® and CFA® with five years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2020 and previously spent 29 years at Chicago Equity Partners. He also held a position at Retirewise CFP from 2022 to 2023. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and family-office services. The firm employs a long-term, diversified investment approach with customized portfolios and sponsors affiliated pooled investment vehicles, including private funds.

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.

Nathan Jefferson is a CFP® with two years of industry experience and has been with Ritholtz Wealth Management since 2022. He is also affiliated with Michigan State University, where he has worked since 2019. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management and financial planning services. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance principles, utilizing diversified ETFs alongside tactical overlays and alternative investments, supported by digital platforms for portfolio implementation and management.

John Storrs Jr. is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63, Series 65, and Series 66 licenses and 29 years of industry experience. He has worked with Northern Trust Securities since 2006, including his current tenure starting in 2025. Northern Trust Securities, Inc. provides discretionary portfolio management through a model-driven wrap fee program serving high-net-worth individuals, retail investors, and institutional clients. The firm combines advisory, brokerage, and custody services, utilizing proprietary and third-party investment products with regular portfolio reviews.

Maria Tipton is a financial advisor at KCD Financial, Inc. with 38 years of industry experience. She has worked at KCD Financial since 2012 and was previously with PRUCO Securities, LLC. from 1998 to 2011. In addition to her advisory work, she is licensed as an insurance agent and sells fixed annuities, life insurance, long-term care, and disability products. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, using a range of investment strategies and third-party management programs.

Joel Clousing is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Highpoint Advisor Group, LLC and LPL Financial since 2013. Outside of his advisory role, he prepares personal taxes as a CPA and serves as a basketball referee. 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 sponsors wrap-fee programs, utilizing personal consultations to build client investment policies and diversified portfolios across multiple asset classes.

Nicholas Wilkins is a financial advisor with Merit Financial Advisors in Chicago, IL, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He previously worked at Blue Print Wealth Advisors and Commonwealth Financial Network for 13 years before joining Merit Financial Advisors and Purshe Kaplan Sterling in 2025. Wilkins is the owner of Huron Leavitt LLC, a non-investment-related business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices and managing approximately $23.9 billion in client assets. The firm emphasizes long-term, diversified portfolios managed through a combination of centrally managed models and advisor customization, offering coordinated wealth management services and specialized fiduciary and trustee offerings.

Jack Grzenia is a financial advisor with Forum Financial Management, LP, holding Series 65 and Series 66 licenses and having 10 years of industry experience. He has worked with Purshe Kaplan Sterling Investments and Cetera among other firms. Outside of advising, he is involved in insurance sales as a sole proprietor and is a partner in a vinyl sign installation business. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm offers portfolio management, financial planning, and retirement-plan advisory services, leveraging model portfolios based on Modern Portfolio Theory and primarily implementing them with institutional mutual funds and ETFs.

Tina Meckaroski is a financial advisor with Highpoint Planning Partners who holds a Series 66 designation and has 16 years of industry experience. Her prior work includes roles at Nuveen Investments, Merrill, Morgan Stanley, PIMCO Investments, and LPL Financial. She provides financial planning and consulting services through HighPoint Advisor Group, an independent registered investment advisor. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and operates a wrap-fee program, implementing portfolios using fundamental analysis across various securities and leveraging multiple platform solutions.