William Fates is a financial advisor with Forum Financial Management, LP, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He is also a Certified Public Accountant and serves as a director at Fates, Bodily & Parker PLLC, providing accounting, tax, and financial planning services. His prior work includes over 30 years at Mcbeath Fates & Ivers PC. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, and acts as a sub-advisor and turn-key asset management platform for other RIAs. The firm manages portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework and supports its platform through a technology affiliate.

Kailan Patel is a financial advisor at The Mather Group, LLC, holding a Series 65 designation. Patel has one year of industry experience with previous roles at World Financial Group and Newline Financial, as well as a brief experience in the food service industry at So'Bella Cucina. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and corporations by offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and utilizes AI and machine-learning tools alongside human oversight in its processes.

Daniel Jacobs is a financial advisor at The Mather Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Morgan Stanley and several other firms. His background also includes various roles at the University of Michigan. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Joseph Alagna is a financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 credentials and with 33 years of industry experience. He has been with Ausdal Financial Partners since 2009. Outside of his advisory work, he serves as president of Weber Highschool Alumni, Inc., a nonprofit that provides scholarships to deserving students. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of about 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across a range of asset types, and maintains dual broker-dealer and insurance activities.

Darren Anderson is a CFP® with 27 years of industry experience, currently with Northern Trust Securities, Inc. in Chicago, where he has worked since 2002. He holds a Series 63 license. 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 to portfolio management, utilizing a range of proprietary and third-party investment products and offering brokerage and custody services through an affiliated clearing firm.

James Baldwin is a CFA® charterholder with 22 years of industry experience. He has been associated with LaSalle St. Securities, L.L.C. since 1999. Baldwin is involved in managing a family LLC that allocates inherited capital and real estate. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary assets under management.

John Wills is a CFP® professional with 15 years of industry experience, currently serving at Highpoint Planning Partners. He has held roles at HighPoint Advisor Group, LPL Financial, and Level Four Advisory Services. Outside of his advisory work, he is also active as a musician. HighPoint Advisor Group serves a diverse clientele including high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, comprehensive financial planning, and retirement plan advisory, employing fundamental analysis and a variety of investment vehicles to tailor portfolios.

John Bouska is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Avenue Logistics and the University of Missouri. 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 combining quantitative and qualitative analysis, offering a range of strategies and serving both direct clients and third-party advisers through model portfolios and indices.

David Lewis is a CFA® charterholder with nine years of industry experience. He has worked at Oxford Financial Group, Ltd. since 2017 and previously spent nine years at William Blair & Co., LLC. He serves as an Oxford Investment Fellow and participates on Limited Partner Advisory Committees for certain underlying investment funds without compensation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments and manager-of-managers solutions, with an investment approach emphasizing diversified asset allocation across public and alternative asset classes.

Matthew Mcbroom is a CFP® professional at Aaron Wealth Advisors with 12 years of industry experience. His prior roles include positions at SBC Wealth Management and UBS Financial Services. He is also the managing member of LJM, LLC, an inactive real estate holding company. Aaron Wealth Advisors serves high-net-worth and institutional clients such as business owners, entrepreneurs, multi-generational families, and family offices. The firm offers discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers while maintaining client advisory relationships.

Cooper Fitz is a CFP® professional with experience at SEIA and Kovitz Investment Group Partners, holding roles since 2023. He has worked at multiple firms including Focus Partners Wealth and has a background that includes studies at Indiana University. Cooper Fitz is based in Chicago, IL. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a mix of non-discretionary and discretionary portfolio management strategies combined with financial planning and retirement consulting services.

Natalya Christy is a CFP® professional with six years of industry experience, currently serving as an advisor at The Mather Group, LLC since 2017. Prior to joining the firm, she was affiliated with the University of Illinois at Urbana-Champaign in both the Department of Economics and other university roles from 2014 to 2018. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and corporations, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and incorporates AI and machine-learning tools alongside human oversight in client service and portfolio management.

Paul Joyaux is a CFP® certificant with 27 years of industry experience. He is currently with Curi Capital, LLC and was previously with UBS Financial Services. Joyaux has spent the majority of his career at RMB Capital Management, LLC. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a range of managed accounts and funds.

Michael Kuipers is a financial advisor at Associated Investment Services, Inc. in Chicago, IL, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with Associated Investment Services since 2015. Associated Investment Services, Inc. provides advisory and brokerage services mainly to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating primarily on a non-discretionary basis across approximately $1.169 billion in regulatory assets under management.

Wilfredo Miranda is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been self-employed since 2010. Outside of his advisory work, he serves as an elder and trustee at Palmetto Baptist Church in Miami, Florida. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both advisory and brokerage services, including access to third-party money managers and licensed insurance products.

Shannon Cooper is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. She has five years of industry experience and has worked with Vanderbilt since 2021. In addition to her advisory role, she is also licensed as an insurance agent, involved in life insurance and annuity sales. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process combining fundamental, technical, and charting analysis, and is notable for its formal integration with retirement-plan and benefits firms, supporting advisory, pension consulting, and plan administration services.

Thomas Levinson is a Series 65 licensed advisor at Apella Wealth with 11 years of industry experience. He previously worked at Park Piedmont Advisors LLC for 11 years and is a member of Money & Meaning, LLC, where he helps lead strategic direction and provides education and guidance focused on family and business transitions. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies, offering a range of investment management and financial planning services. The firm employs a model-driven, quantitative investment approach and integrates various technologies and third-party platforms to serve client needs.

David Smith Jr. is a financial advisor at Ausdal Financial Partners, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Intervest International Equities Corp and Intervest International Inc from 2015 to 2024. 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 about 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations.

Christopher Bach is a CFA® charterholder based in Chicago, IL, with 12 years of industry experience. He has worked at RMB Capital Management since 2014. Curi Capital, LLC provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across a range of vehicles including separately managed accounts, mutual funds, and private funds.

Christopher Clepp is a financial advisor with ON Investment Management CO in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2012. In addition to his advisory role, he serves as an independent contractor involved in the sale of fixed life and annuity products and acts as an insurance agent specializing in life, disability, and long-term care insurance solutions. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser and a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular financial plans, access to third-party investment programs, and manages both discretionary and non-discretionary client accounts through a mix of advisory relationships and third-party managers.