Michelle Weindruch is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2012. She previously worked at Pinnacle Wealth Management, LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. from 2011 to 2023. 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, implementing model portfolios based on Modern Portfolio Theory primarily using DFA mutual funds and ETFs.

Dennis Lipoff is a Series 66 credentialed advisor with 25 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2012. In addition to his advisory role, he owns an independent insurance sales business focusing on health, life, long-term care, and disability insurance. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $3.73 billion through a network of investment advisor representatives, offering a range of investment and financial planning services tailored to clients’ specific needs.

Jeffrey Jones is a financial advisor at McAdam LLC in Chicago, holding a Series 65 designation with four years of industry experience. Before joining McAdam in 2022, he worked at Trimedx from 2017 to 2022 and at IUPUI from 2015 to 2017. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios using mutual funds, ETFs, independent managers, and individual securities, offering a range of traditional and alternative investment strategies tailored to client objectives.

Daniel Toledo is a CFP®, CFA®, and Series 66-registered advisor with 12 years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2013 and was previously with Retirewise CFP from 2022 to 2023. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm employs a long-term, diversified investment strategy using fundamental analysis and offers customized portfolio management, financial planning, retirement plan services, and family-office reporting.

David Gross is a financial advisor with Jefferies Investment Advisers LLC in Chicago, IL, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Jefferies & Company, Inc. since 2011. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations, using a customized, collaborative process supported by third-party planning software and probability-based outcome analysis.

John White is a CFP® and CFA® with 17 years of industry experience, currently serving as an advisor at JMG Financial Group Ltd. since 2020. Prior to joining JMG, he spent 24 years at Nuveen Investments, LLC. JMG Financial Group Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory, retirement plan consulting, and tax consulting services. The firm manages approximately $6.36 billion in assets with a team of 64 advisors, employing a strategic asset allocation approach overseen by an investment committee and offering a range of fee structures and specialized services.

Abraham Fleck is a Series 65-licensed advisor at McAdam LLC with four years of industry experience. He has been with McAdam since 2021 and has prior work experience at Meanwhile Space CIC, Vicente Foods, Indiana University, and Windward School. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client accounts on a discretionary basis and employs a range of investment strategies, including fundamental analysis and specialized exposures such as direct indexing and private investment funds.

Nicholas Sonzero is a Series 65 credentialed financial advisor at Chicago Partners Investment Group LLC with three years of industry experience. He previously worked at Village Bank & Trust, N.A. and has held roles at the University of Missouri, Oakton Community College, McGrath Acura of Morton Grove, Marquette University, and North Shore Country Club. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofits, and business entities, offering family office and retirement-plan consulting. The firm follows a long-term, diversified, asset-allocation investment approach utilizing fundamental and quantitative methods across a range of strategies including mutual funds, ETFs, fixed income, and selective alternative investments.

Steven Ungaro is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 designation. He joined Curi Capital in 2025 and has prior experience at JPMorgan Chase Bank, NA, where he worked for 11 years. Before joining the financial industry, he held roles outside the sector, including positions at Glenbard District 87 and First Student. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach across equities and fixed income, utilizing a combination of proprietary strategies, third-party managers, and private funds.

Alex Helms is a financial advisor at IHT Wealth Management LLC with nine years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at firms including LPL Financial, Wells Fargo Clearing Services, J.P. Morgan Securities, Northwestern Mutual, and Fidelity Investments. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm’s investment approach combines fundamental value screening, quantitative optimization, and periodic rebalancing, with options strategies and tax-lot harvesting used where appropriate.

Joseph Cheff is a financial advisor at Waverly Advisors, LLC in Chicago, IL, holding a Series 65 credential with one year of industry experience. Prior to joining Waverly Advisors in 2025, he worked for nine years at Promus Holdings. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, serving both non-HNW and high net worth clients.

Christy Pedersen is a CFP® and CFA® with 16 years of industry experience. She currently serves as a financial advisor at JMG Financial Group, Ltd., having previously worked at Rockefeller & Co. and Whitnell & Co. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management, financial advisory, and consulting services. The firm employs a strategic asset allocation approach overseen by an investment committee and manages approximately $6.36 billion in assets across a team of 64 advisors.

Richard Doppelt is a financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, holding a Series 65 license with 26 years of industry experience. He has been with Brownson, Rehmus & Foxworth since 1999. Brownson, Rehmus & Foxworth provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies with a focus on client authorization for all trades.

Yussef Gheriani is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and having 10 years of industry experience. He has been with IHT Wealth Management since 2016 and is also associated with LPL Financial since 2015. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Matthew Grubb is a CFP® professional with 22 years of experience in the financial industry. He has been with JMG Financial Group, Ltd. in Downers Grove, IL since 2006. JMG Financial Group provides wealth management, portfolio management, and consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers additional services such as in-house tax consulting and private investment fund advice.

Edward Kipp is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Zacks Investment Management since 2017. 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 stock-ranking system focused on earnings-estimate revisions and offers a wide range of strategies and investment vehicles, while also serving as a model provider to other advisers and sponsors.

David Mabie is a CFA® charterholder with 32 years of industry experience. He has worked at Chicago Capital, LLC since 2018 and previously spent 25 years at William Blair & Company L.L.C. Outside of his advisory role, he manages Cache Creek Ranch, an agricultural enterprise focused on livestock sales and hunting services, and serves on several nonprofit boards including the Franklin Philanthropic Foundation, Chicago High School for the Arts Foundation, and WTTW/WFMT public broadcasting. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, other registered investment advisers, and corporations. The firm employs active management combining fundamental and technical research to build individualized portfolios across multiple asset classes, overseeing more than $4.8 billion in client assets with a concentrated team of 11 advisors.

Anes Kadiric is a CFP® and Series 66-licensed advisor at Performance Wealth with eight years of industry experience. He has worked at Performance Wealth Partners, William Blair, Edward Jones, Stericycle, and Sports Made Personal. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services, using customized portfolios primarily composed of low-cost mutual funds and ETFs, with a focus on long-term investment strategies and ongoing client account oversight.

Kevin Brown is a financial advisor at Sequent Planning, LLC with five years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including his current roles at Sequent Planning, Futurity First Insurance Group, and United Insurance Services. In addition to advising, he has been involved with MyCard Photo ID Products since 2014. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services. The firm uses a structured risk framework and a combination of firm-developed models, third-party managers, and customized allocations to deliver advisory services through its network of approximately 97 independent investment adviser representatives.

Jonathan Rogers is a CFP® professional with 18 years of experience in the financial industry. He has been with Forum Financial Management, LP since 2012. Outside of his advisory role, he is involved in managing a rental property in Downers Grove, Illinois. 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 grounded in Modern Portfolio Theory and primarily implemented with DFA institutional mutual funds and ETFs.