Barbara Moser is a CFP® professional with 27 years of industry experience, currently affiliated with Focus Financial since 2016. She is also a shareholder in Moser & Heier Financial Solutions and Moser & Heier CPAs Inc, where she provides financial and tax services. Her background includes roles at Benson Financial and OSAIC. 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 offers a range of investment management and financial planning services, utilizing individualized investor profiles and a variety of investment strategies.

Andrew Sezonov is a financial advisor at HighPoint Planning Partners with two years of industry experience. He holds a Series 65 designation and has worked at LPL Financial and HighPoint Advisor Group, LLC. Prior to his advisory roles, he was employed at Wheaton Academy. 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 consulting services, utilizing a personalized investment process that incorporates fundamental analysis and diverse asset allocations.

Christopher Mercer is a financial advisor at Lifeworks Advisors, LLC with 15 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. He holds Series 63 and Series 66 designations and is also a licensed insurance agent. Lifeworks Advisors serves a diverse range of clients, including individuals, trusts, estates, charitable organizations, and businesses, providing wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche framework with a risk-based investment approach, utilizing low-cost mutual funds, ETFs, and alternative investments, alongside integrated tax and technology services.

Scott Poulin is a financial advisor with Calamos Wealth Management LLC, holding a Series 65 designation and 16 years of industry experience. He has been with Calamos Wealth Management since 2015. 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. The firm’s investment process emphasizes asset allocation, quantitative and qualitative evaluation, vehicle selection, and ongoing monitoring, using a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

David Nelson is a financial advisor with ON Investment Management Company in Lisle, IL, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, Kestra Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advisory work, he volunteers with American Medicare Disability Advocates, a nonprofit assisting individuals on disability with Medicare. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary strategies, often through third-party programs and dual-registration broker-dealer arrangements.

Davis Baker is a financial advisor at HighPoint Planning Partners with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Vanguard Group, Fidelity Investments, and The Ameriflex Group. Baker is also an independent insurance agent. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides asset management, financial planning, retirement plan advisory, and wrap-fee programs, employing fundamental analysis and multi-asset allocation across various investment vehicles.

Tony Kozaili is a financial advisor at JMG Financial Group Ltd with seven years of industry experience. He holds a Series 65 designation and previously worked at KPMG LLP for seven years before joining JMG Financial Group. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management, tax consulting, and private investment fund advisory services. The firm follows a planning-based, long-term investment approach emphasizing strategic asset allocation and employs a variety of investment vehicles, including ETFs, mutual funds, equities, fixed income, and alternative investments.

Paul Knier is a financial advisor with CL Wealth Management LLC in Big Lake, MN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with CL Wealth Management since 2011 and also works with Cabot Lodge Securities. Outside of his advisory roles, Knier serves as the mayor of Big Lake, MN. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis with a focus on both discretionary and non-discretionary management.

Sara Berkowicz is a CFP® with 24 years of experience, currently serving at Lifemark Securities Corp. since 2009. She is also an independent insurance agent and the founder of Can I Keep The House, Inc., a financial planning and divorce mediation firm. Since 2020, Berkowicz has been a faculty member at The College for Financial Planning, where she teaches and publishes research. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily for individual investors and retirement plan sponsors, offering tailored, suitability-driven advice with a range of managed account programs and consulting services.

Nicholas Armbrust is a financial advisor with OnePoint BFG Wealth Partners in Lombard, IL, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions with Northwestern Mutual Wealth Management Company and UBS Maltby Ludington Nelson Group. OnePoint BFG provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm implements client-specific portfolios using a combination of third-party managers, proprietary models, and custodian platforms, supported by technology and operational outsourcing.

James Cannon is a financial advisor at Snowden Capital Advisors LLC with 25 years of industry experience. He previously worked at JP Morgan Chase Bank NA and JP Morgan Securities LLC from 2011 to 2020. Cannon holds Series 63 and Series 66 licenses. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, utilizing a multi-team approach combined with institutional capabilities and a wide range of investment tools.

Oren Guzman is a financial advisor at Silver Oak Securities, Incorporated with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and Bright Futures Wealth Management. Guzman is also involved with Lifetime Financial Group, where he manages portfolios, conducts financial planning, and performs product research. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, and financial planning tailored to clients’ objectives and risk tolerances.

Judith Rossetti is a CFA® charterholder with one year of industry experience. She currently works at Forum Financial Management, LP and has previous experience at Macquarie Group and AMP Capital. She had a one-year career break prior to joining her current firm. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm offers model asset-allocation portfolios based on Modern Portfolio Theory and supports independent advisors through its Forum Advisor Alliance division.

Sara Salvino is a Series 65-credentialed advisor with one year of industry experience. She is currently with Performance Wealth, where she has worked since 2023, and previously worked at UBS Financial Services. Salvino has an academic background including roles at Vanderbilt University and The University of Chicago. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing discretionary and non-discretionary investment management along with comprehensive wealth management and financial planning. The firm manages over $4 billion in client assets and employs a primarily long-term, portfolio-focused investment approach using diversified allocations across mutual funds, ETFs, individual securities, and alternative investments.

Richard Babjak Jr. is a financial advisor at Summit Financial, LLC with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Summit Financial in 2024, he worked at Midway Wealth Partners, LLC and World Equity Group, Inc. He is also involved in a separate business venture, Arlington Ventures. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services.

Cedric Mc Clain is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 66 credential and three years of industry experience. Before joining CliftonLarsonAllen in 2026, he worked at UBS Financial Services Inc. from 2023 to 2026. Outside of finance, he owns A1 Cloths LLC, a fashion consulting business that assists local clothing brands with marketing and sourcing materials internationally. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm utilizes a combination of discretionary and non-discretionary investment approaches and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Richard Trittschuh is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors since 2012 and is also a principal of the parent public accounting and consulting firm, CliftonLarsonAllen LLP. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm offers a range of services such as portfolio management, financial and estate planning, and business succession advisory, utilizing strategic asset allocation with both active and passive investment vehicles.

Christopher Dallas is a financial advisor at World Equity Group, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with World Equity Group since 2011. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Evans is a CFP®-credentialed financial advisor with 16 years of industry experience. He is currently with VestGen Advisors, LLC and has held roles at Fountain Wealth Management, Raymond James Financial Services, and several other firms. Evans is also associated with Mohns & Haller Inc. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for roughly 22,790 clients across 53 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services, using a blend of fundamental, technical, and quantitative analysis, and serves a diverse client base including institutional investors.

Gregory Vlassov is a CFP® professional with nine years of experience at JMG Financial Group Ltd. He began his career at Dominican University before joining JMG Financial Group in 2017. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with services that include wealth management, portfolio management, and financial consulting. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and utilizes a range of investment vehicles, including ETFs, mutual funds, equities, fixed income, and private investments.