Christopher Hurckes is a CFP® professional with six years of industry experience, currently serving as an advisor at Ausdal Financial Partners, Inc. since 2019. Prior to his advisory roles, he worked at Athletico Physical Therapy from 2012 to 2019. He is also a board member of the McHenry Chamber of Commerce, engaging in community activities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers a range of advisory programs, retirement services, and financial planning to individuals, trusts, corporations, pension plans, and nonprofits, implementing strategies through discretionary and non-discretionary accounts with access to multiple custodians and investment products.

Robert Widman Jr. is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LaSalle St. Investment Advisors since 2009 and has worked at the affiliated firm LaSalle St. Securities since 2003. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management approaches and oversees a notable asset mix favoring non-discretionary services.

Jessica Haages is a financial advisor with Forum Financial Management, LP, holding a Series 66 designation and nine years of industry experience. Her prior work includes roles at Cetera Investment Services, Resource Bank, and Raymond James & Associates. Outside of her financial advisory career, she is involved with Sorrento's Restaurant. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and separately managed accounts, and offers back-office and sub-advisory services to independent advisors and RIAs.

Nicholas Punzio is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Fidelity, LPL Financial, Wells Fargo Clearing, and Edward Jones. He is currently also a Registered Representative with Private Client Services. 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 relationship work with centralized portfolio construction, including the use of third-party managers and proprietary funds, serving a diverse client base that includes other advisers, institutions, and government entities.

Christopher Lynn is a Series 65-licensed advisor with Integrated Advisors Network LLC, based in Oak Park, IL, and has 20 years of industry experience. He has operated under the DBA JC Investment Management since 2005. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm uses a range of investment approaches and third-party sub-adviser platforms to implement client plans, emphasizing portfolio management, financial planning, and related consulting services.

Christopher Ferraro is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior experience includes roles at Northern Trust Securities, Wells Fargo Clearing, and JP Morgan Securities. Ferraro is dually registered with HighPoint Advisor Group, LLC and LPL Financial. HighPoint Advisor Group serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management. The firm uses fundamental analysis and a variety of investment vehicles, as well as third-party and LPL-sponsored platforms, to implement customized investment policies.

Sandra Hernandez is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Robinhood Markets, Inc., Robinhood Financial, LLC, and TD Ameritrade. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients with discretionary portfolio management through a wrap fee program. The firm employs a model-driven approach, offering portfolios that combine proprietary and third-party products, and provides brokerage and custody services supported by its affiliation with Northern Trust Corporation.

William Davis is a Certified Financial Planner® (CFP®) with seven years of experience at Forum Financial Management, LP, where he has been employed since 2015. He serves as Treasurer for the Lake Eleanor Estates Homeowners' Association, overseeing finances and managing expenditures. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Heather Corley is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 65 and Series 63 licenses with seven years of industry experience. She has worked with firms including LPL Financial, Trapp Financial, and Brookstone Capital Management. Outside of advisory roles, she provides administrative support to HighPoint Advisor Group. HighPoint Advisor Group serves individuals, including high-net-worth clients, 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, implementing portfolios through fundamental analysis and a variety of investment vehicles.

Patrick Keenan is a financial advisor at Madison Avenue Securities, LLC with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Madison Avenue Securities, he worked at Sagepoint Financial, Inc. for 14 years and OSAIC for 2 years. He is also president of Financial Security Consultants, Inc., an insurance sales and services firm. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through its network of investment adviser representatives.

Matthew Zivick is a financial advisor at IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation with 17 years of industry experience. He has been with IHT Wealth Management and LPL Financial since 2014. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.

Kimberly Taylor is a financial advisor at HighPoint Planning Partners with 19 years of industry experience. She holds a Series 66 designation and has worked at VANTAGE FINANCIAL PARTNERS Limited for 18 years before joining HighPoint Advisor Group, LLC in 2024. 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 and financial planning, implementing portfolios through fundamental analysis and a range of investment vehicles while utilizing multiple platforms to deliver advisory services.

Danny Delgado is a financial advisor with Silver Oak Securities, Inc. in Chicago, IL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior experience includes roles at B. Riley Wealth Management, National Securities Corp, and Purshe Kaplan Sterling Investments. Silver Oak Securities serves a diverse client base, including individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets through about 101 financial professionals. The firm offers a range of advisory programs that blend discretionary investment management with operational features like ongoing model monitoring and automatic investment processes.

John Mc Cadd is a financial advisor at Northern Trust Securities, Inc. with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Jacobson Group, Randstad USA, and Horace Mann. 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 with discretionary portfolio management through a model-driven wrap fee program. The firm offers a range of separately managed accounts and strategist portfolios implemented via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services with proprietary and third-party investment products.

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.

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.

Joseph De Marco is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 65 designation and eight years of industry experience. He has worked at LaSalle St. Securities, LLC, and Forum Financial Management, LP, and is also a founder and owner of Elevate CPA Group, providing tax and accounting services. In addition, he is a partner at DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a tax and accounting firm. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs both discretionary and non-discretionary approaches, notably managing a predominance of non-discretionary assets through its LaSalle St. Asset Management Program (LAMP).

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.