David Perry is a financial advisor with Forum Financial Management, LP and holds a Series 66 designation. He has 24 years of industry experience and has previously worked at firms including PURSHE KAPLAN STERLING Investments, PR Wealth Management Group, Cetera, and Ameriprise. Perry serves as treasurer and director of a condominium association, handling executive property decisions and financial duties. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers model asset-allocation portfolios grounded in Modern Portfolio Theory and supports independent advisors and RIAs through its turn-key asset-management platform and back-office services.

Anthony Ryan is a CFP® and CFA® with 20 years of industry experience. He has worked at JMG Financial Group Ltd since 2021 and spent 15 years at McLaughlin Capital prior to that. Ryan is based in Downers Grove, IL. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management services. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation, utilizing a range of investment vehicles and tax-aware techniques.

Byron Mandell is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Chicago Partners Investment Group LLC with seven years of industry experience. He has been with Chicago Partners since 2017 and also has a teaching role at Loyola University Chicago. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofit plans, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation investment approach that utilizes fundamental analysis and quantitative optimization across various asset classes, including mutual funds, ETFs, and alternative strategies.

Thomas Mccabe is a CFP® with seven years of industry experience, currently associated with Highpoint Planning Partners. He has worked at multiple firms including LPL Financial and Evans Senior Investments. Outside of advising, he is a business owner of Alpar Laboratories, a non-investment-related enterprise. Highpoint Planning Partners serves a broad client base including individuals, pension plans, trusts, and corporate entities. The firm offers discretionary asset management and financial planning, employing fundamental analysis to construct portfolios across various asset classes while utilizing multiple advisory platforms.

Terry Mccaffrey is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Optimum Investment Advisors and Banc Of America Investment Services, Inc. He is a co-founder and member of VestGen Wealth Partners Holdings, LLC, a financial services holding company based in Chicago. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm integrates advisor-level client relationships with centralized portfolio construction and serves a diverse client base including other investment advisers, banking institutions, and government entities.

Manish Jain is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Zacks Investment Management since 2007. 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 approach centered on earnings-estimate revisions and offers a wide range of strategies and investment vehicles, operating across retail, institutional, and third-party distribution channels.

S. Park is a financial advisor at Diversify Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and Edward Jones. Outside of his advisory role, Park serves as a minister and is a board member of a truck driving school, as well as involved in teaching through the Presbyterian Church (USA) Board of Pension. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers customized financial planning, portfolio management, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

Patrick Wade is a CFA® charterholder with seven years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2019 and previously was employed at Wintrust Financial Corp. from 2017 to 2019. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other business entities. The firm employs a long-term, diversified, asset-allocation approach incorporating fundamental analysis and quantitative optimization across a range of investment vehicles.

Gary Costarella is a financial advisor with Nations Financial Group, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Nations Financial Group in 2025, he worked for Wells Fargo Advisors Financial Network LLC for 16 years. He is also the owner of C & R Capital Management, through which he provides investment and advisory services. Nations Financial Group, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

George Fludas is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 credential with three years of industry experience. He co-founded Esygma Inc., a digital marketing and web development firm supporting small businesses, though he is no longer actively involved in its operations. Prior to joining Zacks in 2022, his work history includes roles outside the financial industry. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients. The firm employs proprietary quantitative models combined with qualitative portfolio management across diverse strategies and manages affiliated mutual funds and ETFs, distributing strategies through various wrap-fee and unified managed account programs.

Benjamin Wozniak is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 credential. He has one year of experience in the industry, including time spent at The Mather Group and prior roles outside finance such as Benoot Pressure Washing and Poplar Creek Country Club. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities with combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customized strategies including direct indexing and ESG portfolios.

Charles Kiker is a CFP® with 33 years of industry experience, currently serving as an advisor at VestGen Advisors, LLC since 2024. His prior experience includes roles at Commonwealth Financial Network, Ek&A, and Mass Mutual Investors Services. Outside of his advisory work, he is a partner in Esposito Kiker & Associates, which supports his team’s compensation and benefits management. VestGen Advisors, LLC offers investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and pooled investment vehicles. The firm utilizes a combination of advisor-level client relationship work and centralized portfolio construction, employing proprietary and third-party managers to deliver its services.

Grant Luebe is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, with eight years of industry experience. He previously worked at Heartland Investment Associates and Cedar Rapids Bank & Trust. Luebe serves as a board member of the Birkey Investment Fund, teaching investment topics to students, and participates in finance committees for Wellington Heights Community Church and Heritage Area Agency. He is also involved with Junior Achievement of Eastern Iowa. LaSalle St. Investment Advisors provides personalized, fee-based 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 approaches, managing a substantial majority of assets on a non-discretionary basis.

Liza Blundell is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Jefferies LLC since 2013. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad range of clients including individuals, trusts, estates, and corporations. The firm employs a customized, collaborative planning process supported by financial planning software and scenario analysis, focusing on comprehensive planning topics without offering security-specific investment recommendations.

Liam Duffy is a financial advisor at FourStar Wealth Advisors, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at John B. Sanfilippo And Son, Lifetime Fitness, and Joe's Brewery. FourStar Wealth Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm combines fundamental and technical analysis to tailor portfolios across a variety of investment vehicles, providing financial planning, investment management, and retirement plan consulting.

Jeffrey Kochan is a Certified Financial Planner® with 12 years of industry experience, currently serving as an advisor at Highpoint Planning Partners. He has held roles with Highpoint Advisor Group, LPL Financial, Parkland Securities, Sequoia Premier Partners, and Strategic Tax Partners. Kochan is involved in tax preparation and accounting through his work with Strategic Tax Partners in Naperville, IL. HighPoint Advisor Group serves a diverse client base including 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 sponsors a wrap-fee program, utilizing fundamental analysis and a variety of investment vehicles to construct personalized portfolios.

Charles Garrido is a financial advisor with A.G.P. / Alliance Global Partners in Chicago, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at McDonald Partners LLC, Sanctuary Securities, Inc., and KeyBanc Capital Markets Inc. Outside of advising, he serves as president of the FAF Foundation, a charitable organization, and holds board and finance committee roles with RAICES, a nonprofit focused on asylum and migrant advocacy. He is also working on authoring two books, one about his Cuban upbringing and another on financial strategies. A.G.P. / Alliance Global Partners is a dually registered investment adviser and broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services.

John Karavouzis is a CFP® with 14 years of industry experience, currently serving as an advisor at JMG Financial Group Ltd since 2018. His prior experience includes roles at Highpoint Advisor Group, LLC and LPL Financial, LLC. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers a range of investment options including ETFs, mutual funds, equities, fixed income, and alternative investments.

Nicole Polanco is a CFP® with nine years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2015. She holds a Series 65 license and works from Chicago, IL. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other business entities, offering family office, trustee, and retirement-plan consulting services. The firm employs a long-term, diversified, asset-allocation approach combining fundamental analysis with quantitative optimization across various investment strategies, including mutual funds, ETFs, direct indexing, and fixed income.

Herman Tkach is a CFP® professional with 19 years of experience in financial advisory roles. He is currently with Soltis Investment Advisors, LLC and has held positions at Mercer Global Advisors, U.S. Bancorp Investments, TIAA-CREF, TD Ameritrade, and Ameriprise. He serves on the board of the Jewish United Fund of Metropolitan Chicago, supporting the Russian Speaking Jewish community, and is involved in leadership roles within his condominium association. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to a diverse client base that includes individuals, institutions, trusts, and retirement plans. The firm uses a Modern Portfolio Theory-based investment process that incorporates both quantitative and qualitative analysis, offering a range of investment options and regular client communications.