Michael Hoye is a CFP® professional with 27 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in Schaumburg, IL. Outside of his advisory role, he is involved in the consultation and sale of fixed insurance products, including fixed indexed annuities and fixed life insurance. 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 individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary investment strategies across a broad range of asset classes.

Thomas Longo is a financial advisor at Forum Financial Management, LP with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Forum Financial Management since 2013. Outside of his advisory role, he serves as an accountant at Systems Accounting Services, Inc., a firm providing accounting and tax services. Forum Financial Management, LP offers 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 independent RIAs, using model portfolios primarily based on a Modern Portfolio Theory approach with institutional mutual funds and ETFs.

Darla Douglas is a financial advisor with GPS Wealth Strategies Group, LLC, holding a Series 66 designation and bringing 11 years of industry experience. She has worked with firms including LPL Financial and Western Wealth Management. Douglas is also a co-owner of B & B Farms of Grafton, an LLC based in Boulder, CO. GPS Wealth Strategies Group provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, families, trusts, estates, and employer-sponsored retirement plans. The firm employs tailored portfolios utilizing a range of investment vehicles and analytical methods, supported by third-party managers, technology platforms, and a higher client-to-advisor ratio.

Christopher Begbie is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with Northern Trust Securities, Inc. and has prior experience at LPL Financial, Waddell & Reed, and ProShares. Begbie also provides investment advisory services through Good Life Advisors, LLC, an independent registered investment advisor. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that offers discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients. The firm utilizes a model-driven investment approach with a range of proprietary and third-party products delivered through the Fidelity Managed Account Xchange platform.

Erica Tarantur is a CFP® and holds a Series 65 license with 18 years of industry experience. She is currently with Curi Capital, LLC and has been with RMB Capital Management, LLC since 2010. Based in Chicago, IL, her career has focused on wealth management and financial planning. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity and a fundamental relative-value strategy for fixed income, combining in-house and external managers to provide comprehensive wealth management and retirement plan solutions.

James Schmelter II is a financial advisor with SpiderRock Advisors, LLC, holding a Series 66 designation and one year of industry experience. He previously worked at BlackRock Investments LLC and BlackRock from 2018 to 2024. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a diverse client base, including institutional clients, family offices, and high-net-worth individuals. The firm utilizes systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to offer option-based hedges, yield-enhancing overlays, and tailored synthetic borrowing strategies.

Nicholas Bravo is a financial advisor at Belpointe Asset Management LLC in Oak Brook, IL, holding a Series 65 designation. He has been with Belpointe since 2025 and has prior experience at AFIN Family Wealth Management and Vermillion Financial Advisors. Outside of advising, he is also an independent insurance agent. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a variety of advisory relationships and administrative services.

Jack Hagedorn is a financial advisor at Chicago Partners Investment Group LLC with nine years of industry experience. He holds a Series 65 designation and has been with Chicago Partners since 2017. Prior to his advisory role, he attended Indiana University - Bloomington. Chicago Partners Investment Group LLC provides discretionary and non-discretionary 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 oriented investment approach that combines fundamental analysis with quantitative optimization and model-based portfolio construction across multiple asset classes.

Kyle De Raedt is a CFP® professional with 11 years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior experience includes nearly a decade with Northwestern Mutual Wealth Management Company and affiliated entities. He is a partial owner of Stewardship Enterprises LLC, an entity established for business purposes. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, and charitable organizations. The firm employs a range of portfolio management strategies utilizing third-party managers and proprietary models, supported by technology and operational outsourcing.

Brian Savage is a financial advisor at Forum Financial Management, LP with 40 years of industry experience. He holds a Series 63 designation and has worked in various capacities within Forum Financial Management and his own firms since 2000. In addition to his advisory role, he is also an insurance agent. 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, implementing portfolios primarily with institutional mutual funds and ETFs based on Modern Portfolio Theory.

Nicolas Andriotis is a financial advisor at Belpointe Asset Management LLC with a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill, Cetera, and AFIN Family Wealth Management. Outside of advising, he works as an independent insurance agent selling fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and a range of investment strategies tailored to client objectives, supported by a broad network of affiliated businesses and proprietary product offerings.

Mark Donatelli is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Forum Financial Management, LP since 2013 and is also president of Donatelli & Coules Financial Advisors, LLC and Donatelli & Coules, Ltd., a law firm where he serves as president and shareholder. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management, financial planning, and sub-advisory services primarily through its Forum Advisor Alliance division.

Joshua Kowalczyk is a CFP® professional with five years of industry experience, currently serving at JMG Financial Group Ltd. He has worked at JMG Financial Group since 2015. JMG Financial Group provides wealth management, portfolio management, and financial consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm follows a planning-based, long-term investment approach emphasizing strategic asset allocation, utilizing a range of investment vehicles including ETFs, mutual funds, individual equities, and private investments.

Emad Pervez is a financial advisor at Jaffe Tilchin Investment Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Jaffe Tilchin, he worked at Farther and Nama Private Wealth and has academic experience from Midwestern University and Case Western Reserve University. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, financial planning, institutional consulting, and private placement investment services. The firm manages accounts on discretionary and non-discretionary bases and provides specialized private fund operational services alongside its role as adviser to a performance-fee pooled investment vehicle.

Leon Kolodziej is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Forum Financial Management since 2009. Outside of his advisory role, he is involved in insurance sales as an independent agent. 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, utilizing a Modern Portfolio Theory approach primarily with DFA mutual funds and ETFs.

Robert Volk II is a CFP® with five years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Chicago, IL. He has been with Plante Moran Financial Advisors since 2019, with prior roles that include positions at Costco and Dow AgroSciences. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, not-for-profits, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment process and offers both discretionary and non-discretionary portfolio services.

Olea Rykhlov is a CFP® professional with over 23 years of experience in wealth management, currently serving at Fifth Third Wealth Advisors LLC since 2026. Prior to joining Fifth Third, Olea spent 22 years at Truist Bank. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and utilizing affiliated model strategies.

Matthew Pope is an investment advisor representative at Latitude Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities, Inc. since 2009. In addition to his advisory role, he owns an accounting and tax business and is an independent insurance agent. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Gary Hirschberg is a financial advisor at Aaron Wealth Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at Goldman, Sachs & Co. for 12 years before joining Aaron Wealth Advisors in 2018. Hirschberg serves on the Board of Directors and Finance Committee of International Hillel and is a member of the investment committee of the Indianapolis Museum of Art, both nonprofit organizations. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families. The firm provides discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers while maintaining client advisory relationships.

Ryan Hagedorn is a financial advisor at Chicago Partners Investment Group LLC with four years of industry experience. He holds a Series 65 designation and has operated a Chicago Chainlink Node since 2019, working on smart contracts outside of trading hours. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and retirement services. The firm employs a long-term, diversified investment approach and sponsors affiliated pooled investment vehicles as part of its multi-team advisory platform.