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.

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 at Sequent Planning, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Sequent Planning since 2019. Prior to this, he was employed at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside the advisory business, Egan works as a security guard at Wrigley Field. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations by offering asset management, financial planning, and retirement-plan services. The firm uses a structured risk framework with diversified manager and style exposures and provides ongoing investment communications and newsletters to clients.

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.

Matthew Fuhrman is a CFP® with 10 years of experience in the financial services industry. He has been with LaSalle St. Investment Advisors, L.L.C. since 2022, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of his advisory work, he is involved in life, health, annuities, and fixed insurance sales through Streamline Financial. 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 management programs, with a notable predominance of non-discretionary assets under management.

David Robbins is a financial advisor with Archer Investment Corporation in South Barrington, IL, holding a Series 66 designation and 12 years of industry experience. He has been with Archer since 2015 and is also an owner of Nieminski Robbins & Associates CPAs, where he has worked since 2005, providing tax, accounting, and wealth management services. Additionally, he is involved with Barrington Advisors Group LLC, a marketing venture connected to Nieminski Robbins & Associates. Archer Investment Corporation offers investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages roughly $1.01 billion in discretionary assets with a range of advisory services from comprehensive financial planning to limited-scope model portfolios.

Ryan Linenger is a CFP® professional with 16 years of experience in financial advisory services. He has been with Plante Moran Financial Advisors since 2016 and previously operated Linenger Wealth Management. Linenger serves as a board member of Wheaton Christian Grammar School, volunteering time to assist with school governance. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, institutions, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis alongside proprietary market valuation tools, offering both discretionary and non-discretionary portfolio management.

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.

Sanjay Asija is a financial advisor at Archer Investment Corporation with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer since 2017. In addition to his advisory role, he is a certified public accountant managing tax preparation and payroll services through his CPA firms. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million on a primarily discretionary basis. The firm offers customized portfolio management and model-based strategies, emphasizing diversified allocations across various asset classes and regular account reviews.

Jack Grzenia is a financial advisor with Forum Financial Management, LP, holding Series 65 and Series 66 licenses and bringing ten years of industry experience. His background includes roles at Purshe Kaplan Sterling Investments, Cetera, and MP360 Financial Services. Outside of advisory work, he is a partner at ZEN Installations, a vinyl sign installation business, and engages in insurance sales as a sole proprietor. Forum Financial Management, LP serves individuals, retirement plan sponsors, charitable organizations, and institutional clients, offering portfolio management and financial planning services. The firm builds portfolios based on Modern Portfolio Theory, primarily utilizing institutional mutual funds and ETFs, and supports other RIAs through a turn-key asset-management platform and back-office services.

John Lancaster III is a financial advisor with Ausdal Financial Partners, Inc., holding CFP® and ChFC® designations and over 40 years of industry experience. He has been with Ausdal Financial Partners since 2009 and also serves as president of The Lancaster Company, Inc., a firm specializing in insurance brokerage. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for more than 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, and retirement-plan advisory, tailoring investment strategies to client objectives and utilizing multiple custodians and third-party money managers.

Tina Meckaroski is a financial advisor at Highpoint Planning Partners with 15 years of industry experience. She holds a Series 66 designation and has previously worked at firms including LPL Financial, PIMCO Investments LLC, and Nuveen Investments. Highpoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities with discretionary asset management, financial planning and consulting, and retirement plan advisory services. The firm constructs client investment policies through personal consultations and employs a diverse range of investment vehicles and third-party platforms to implement portfolios.

Peter Lewis is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior work includes roles at LaSalle St Securities LLC, World Equity Group, Inc., and FIFTH THIRD SECURITIES, Inc. Outside of advisory services, he is involved in insurance sales and receives office rental income related to his securities business. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervision to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary management programs, utilizing a range of asset allocation models and investment vehicles, with a notable predominance of non-discretionary assets under management.

Claire Fischer is a financial advisor with First Advisors National, LLC, holding a Series 65 designation and based in Oak Park, IL. She has no prior industry experience and worked in various roles outside finance, including healthcare and hospitality. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily for individual clients, utilizing third-party money managers and offering discretionary portfolio management combined with fundamental analysis and regular reviews.

Andrea Schreiber is a financial advisor at Forum Financial Management, LP with 13 years of industry experience. She holds a Series 65 designation and has been with Forum since 2012. In addition to her advisory role, she owns The Schreiber Group, Inc., a certified public accounting firm in Naperville, Illinois. 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 serves as a sub-advisor and turnkey asset management platform for other independent RIAs, utilizing model portfolios primarily invested in DFA mutual funds and ETFs within a Modern Portfolio Theory framework.

William German is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd since 2012. He holds Series 63 registration and has involvement in agricultural business activities, including serving as treasurer and secretary for two farmland management companies. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with a planning-based, long-term investment approach that includes comprehensive wealth and portfolio management, as well as in-house tax consulting and private investment fund advisory services.

Christopher Jahntz is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Mid America Financial Inc since 1989 and Harvest Investment Services, LLC from 2012 to 2018. Outside of financial services, Jahntz is involved in music production and performance as a recording artist and producer. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, utilizing a combination of third-party money managers and individual securities to implement discretionary portfolio strategies.

Robert Batutis II is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds a Series 66 designation and has been with Ausdal since 2017. In addition to his advisory role, he owns and operates MBC Insurance Group, where he sells individual health, life, and senior market insurance products. 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 high-net-worth individuals, trusts, corporations, pension plans, and charitable organizations.

Daniel Mccabe is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Highpoint Advisor Group, LLC (DBA McCabe Financial Group) and LPL Financial since 2013. HighPoint Advisor Group serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing a variety of investment strategies and third-party platforms.

Paul Draniczarek is a financial advisor at Forum Financial Management, LP with 16 years of industry experience. He holds a Series 65 designation and has operated his own tax and accounting firm, Paul R. Draniczarek, Ltd., since 1988, where he provides financial statement preparation and tax services. He has been with Forum Financial Management since 2012. Forum Financial Management, LP offers fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing model portfolios primarily with institutional mutual funds and ETFs following a Modern Portfolio Theory approach.