Michael Moles is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked concurrently since 2016 as a tax preparer with Match Enterprises, Inc., providing tax return services. Forum Financial Management, LP delivers investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, using institutional mutual funds, ETFs, and individualized fixed income strategies, and offers specialized back-office and sub-advisory services to independent advisors and RIAs.

Bret Mooney is a financial advisor with VestGen Advisors, LLC, holding the ChFC® designation and Series 66 license, and has seven years of industry experience. His career includes roles at Triad Hybrid Solutions, LPL Financial LLC, and Sequoia Wealth Management, among others. Outside of advisory work, he is involved in insurance product solicitation and servicing through VestGen Insurance Partners, LLC. VestGen Advisors, LLC is an SEC-registered firm managing approximately $6.66 billion for nearly 23,000 clients across 53 advisors. The firm offers a range of investment management and retirement plan services, using a combination of fundamental, technical, and quantitative analyses along with modern portfolio theory, and serves a diverse client base including institutional investors.

Michael Corrigan is a financial advisor with Simplicity Wealth who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He previously worked at Harvest Investment Services for 12 years and has a long-standing career that includes positions at PWC Group, Inc., Proequities, Inc., and his own firm, Corrigan Financial Services, Inc. Corrigan serves as an elected Township Supervisor in Proviso Township and is a commissioner on the Proviso Township Mental Health Commission. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a “fund-of-funds” investment approach with ETFs, mutual funds, and individual securities, offering model portfolios, independent managers, and optional overlays such as tax optimization and index replication through its managed account platform.

Thomas Rendl Jr. is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with World Equity Group since 2001. In addition to his advisory role, he is also a licensed life insurance agent providing life insurance quotes and policies for clients. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and access to third-party money managers using a risk-tolerance questionnaire to guide asset allocation.

Jeffry Cook is a financial advisor with MissionSquare Retirement in Palatine, IL, holding Series 63 and Series 66 designations and over 34 years of industry experience. He has been with Icma Retirement Corporation since 2007. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and advisory services. Its Guided Pathways Advisory Services include discretionary Managed Accounts and nondiscretionary Fund Advice, developed in partnership with Morningstar Investment Management and delivered through multiple channels to over 40,000 participants.

Jack Burk is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He has been with Arete Wealth Advisors and Arete Wealth Management LLC since 2008. Burk holds the Series 66 designation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, employing both advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.

Paul Rokosz is a CFA® charterholder with 12 years of industry experience. He has been with ValMark Advisers, Inc. since 2018 and holds the Series 63 designation. In addition to his role at ValMark, he is involved with Trove Private Wealth, where he provides financial planning, investment advisory, and insurance services. ValMark Advisers, Inc. serves individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm offers diversified, goal-based investment portfolios primarily using mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and comprehensive back-office services.

Francesco Vitale is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Cetera, and VOYA Financial Advisors. He also serves as a trustee on a family trust. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, overseen by an Investment Committee and central management team.

Anthony Gedwill is a financial advisor at Silver Oak Securities, Incorporated with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Guggenheim Partners, Invesco, and Nuveen Securities. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management, unified managed account programs, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

Michael Kite is a financial advisor with Forum Financial Management, LP and holds a Series 66 designation. He has 14 years of industry experience and has worked at Forum Financial Management since 2012. In addition to his advisory role, Mr. Kite is a partner and attorney at Williams & Kite, LLC, a law firm specializing in estate planning, real estate, and corporate law. He also serves as a director and secretary for the Budzinski Family Foundation, a nonprofit focused on healthcare, education, spirituality, and animal welfare. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, offering model portfolios primarily implemented with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Daniel Murphy is a financial advisor at HBW Advisory Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Kevin Spahn, and Ultimate Software. In addition to his role at HBW, he is an investment advisor representative at Winfield Wealth Advisors, LLC. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and model portfolios, serving a high client load per advisor and offering institutional and intermediary services, including sub-advisory and retirement-plan subscription options.

William Hurckes is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes founding Hurckes Financial Strategies and roles at Clarity Group Midwest, LLC. Outside of advising, he works as an independent insurance agent, selling term life, fixed universal life, fixed whole life, disability income, and fixed annuities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, utilizing both discretionary and non-discretionary strategies across a wide range of asset classes.

Charles Weidenbach is a financial advisor at Calamos Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at EY and US Bank. 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, with an investment approach that incorporates asset allocation, quantitative and qualitative evaluation, and a mix of individual securities and funds.

Ann Greenberg is a CFP® professional with 14 years of experience in the financial services industry. She is currently with HighPoint Planning Partners and has previously worked at Moneco Advisors, LLC and LPL Financial. HighPoint Advisor Group serves individuals, 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, employing a range of investment vehicles and third-party platforms to implement client portfolios.

Laura Chiaramonte is a financial advisor at LaSalle St. Investment Advisors, L.L.C. She holds a Series 65 designation and has one year of industry experience. Laura has been affiliated with LaSalle St. Securities–Dennis R. Tierney since 2005. 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 non-discretionary and discretionary investment programs, utilizing asset-allocation models and a variety of investment vehicles.

Michael Remedi is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ausdal Financial Partners since 2008. Outside of his advisory role, he is also involved in the sale of fixed and health insurance products on a part-time basis. 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 individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of discretionary and non-discretionary strategies with multiple portfolio options.

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.