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.

Frank Griseta is a financial advisor with Focus Financial and holds a Series 66 designation. He has 21 years of industry experience and has been affiliated with OSAIC and Focus Financial Network since 2010. Outside of his advisory role, Griseta co-owns a medical billing services company with his wife and operates a photography business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Michael Fujii is a financial advisor with Advisory Services Network in South Barrington, IL, holding Series 63, Series 65, and Series 66 licenses and bringing 18 years of industry experience. He has worked at Advisory Services Network since 2022 and concurrently operates Fujii Partners Capital, LLC, which he founded in 2007. Advisory Services Network is an enterprise firm that serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.

Edward Perry Jr. is a CFP® with 30 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has been affiliated with Commonwealth Financial Network and Fitzgerald & Perry, P.C. for 18 years and has practiced law at The Law Offices of Fitzgerald & Perry since 1999. In addition to his financial advisory roles, he is president of Perry Wealth Counsel, specializing in investment, retirement planning, insurance, and fixed annuities, and operates a law office focused on estate law. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary management approaches and is noted for its predominance of non-discretionary assets under management.

Gerran Batterberry is a CFP® professional with 21 years of industry experience, currently affiliated with HighPoint Planning Partners. He has held roles at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and TD Ameritrade. Outside of his advisory work, he has experience in flight training. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary asset management and financial planning, utilizing fundamental analysis and multiple investment platforms to implement customized portfolios.

Sydney Lukatsevich is a CFP® with eight years of industry experience, currently serving at Calamos Wealth Management LLC. Her prior experience includes roles at Mowery & Schoenfeld Wealth Management, Mutual of Omaha Advisors, AXA Advisors, and Morgan Stanley. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment process involves asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Randolph Rodriguez is a financial advisor at CL Wealth Management LLC with 26 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Cabot Lodge Securities LLC and B.B. Graham & Company, Inc. In addition to his advisory role, he operates Saber Wealth Management in La Jolla, CA, providing financial advising and investment recommendations. CL Wealth Management LLC offers portfolio advisory and financial planning services to individuals and various organizational clients. The firm utilizes a range of strategies including fundamental and technical analysis, model portfolios, and option strategies, managing accounts with either discretionary or non-discretionary authority.

Donald Cohen is a Series 66-credentialed financial advisor with 25 years of industry experience, currently with World Equity Group, Inc., where he has worked since 2011. He has also operated his own CPA practice since 1982. Outside of his advisory role, Cohen serves as president of a condominium association in Hollywood, FL, and is a board member of the Boca Rio Golf Club. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a variety of clients, including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers managed portfolios through wrap-fee programs and utilizes discretionary third-party managers, emphasizing asset allocation grounded in clients’ risk tolerance.

Megan Martin is a financial advisor at Forum Financial Management, LP with seven years of industry experience. She holds a Series 65 credential and has been with Forum Financial Management since 2011. Outside of her advisory role, she is a member of FRM Holdings LLC, a holding company. Forum Financial Management, LP provides 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, offering model portfolios primarily implemented with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.