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® and holds a Series 65 license, currently with Plante Moran Financial Advisors in Chicago, IL. He has five years of industry experience and has worked in various roles, including positions at Plante Moran Financial Advisors and Costco. Plante Moran Financial Advisors serves individual and institutional clients, including high-net-worth and non-HNW individuals, banks, trusts, estates, charitable organizations, and business entities. The firm offers investment advisory, financial planning, and estate-planning services, employing fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Kenneth Shotsberger is a financial advisor at Victory Financial Group with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors, Axa Advisors, and Allstate Insurance. Outside of advising, he is a minority silent partner and investor in Greenbuild Capital, LLC. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and integrates fundamental, cyclical, and behavioral analysis to construct diversified model portfolios.

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.

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.

Nicholas Winter is a CFP® with two years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC in Chicago, IL. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and the University of Cincinnati. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a range of institutional clients, providing discretionary wealth management and comprehensive financial planning with an emphasis on diversified asset allocation and relative-value fixed income analysis. The firm is part of the Focus Financial Partners network and offers access to affiliate and third-party solutions alongside its investment management services.

Barbara Moser is a CFP® professional with 27 years of industry experience, currently affiliated with Focus Financial since 2016. She is also a shareholder in Moser & Heier Financial Solutions and Moser & Heier CPAs Inc, where she provides financial and tax services. Her background includes roles at Benson Financial and OSAIC. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of investment management and financial planning services, utilizing individualized investor profiles and a variety of investment strategies.

Jared Napper is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at Zacks Investment Management and LBMZ Securities Inc. since 2019 and previously at Security Distributors from 2015 to 2019. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm utilizes proprietary quantitative and qualitative models focused on earnings-estimate revisions and offers a range of investment strategies across multiple asset classes, serving both direct clients and third-party advisers.

Andrew Sezonov is a financial advisor at HighPoint Planning Partners with two years of industry experience. He holds a Series 65 designation and has worked at LPL Financial and HighPoint Advisor Group, LLC. Prior to his advisory roles, he was employed at Wheaton Academy. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and consulting services, utilizing a personalized investment process that incorporates fundamental analysis and diverse asset allocations.

Christopher Mercer is a financial advisor at Lifeworks Advisors, LLC with 15 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. He holds Series 63 and Series 66 designations and is also a licensed insurance agent. Lifeworks Advisors serves a diverse range of clients, including individuals, trusts, estates, charitable organizations, and businesses, providing wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche framework with a risk-based investment approach, utilizing low-cost mutual funds, ETFs, and alternative investments, alongside integrated tax and technology services.

Walter Nystrom is a financial advisor with A.G.P. / Alliance Global Partners in Chicago, IL. He holds Series 66 and Series 63 licenses and has three years of industry experience, including a three-year tenure at The Vanguard Group, Inc. prior to joining his current firm. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm utilizes an open-architecture investment approach with an emphasis on international investing and combines in-house management, third-party money managers, and sub-advisers to implement various strategies.

Thomas Flaig is a CFA® charterholder with 20 years of industry experience. He currently works at Chicago Partners Investment Group LLC and has been with Borthwick Associates since 2000. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, endowments, and corporations. The firm employs a long-term, diversified investment approach using fundamental analysis and offers services such as portfolio management, financial planning, retirement plan consulting, and family-office reporting.

Gavin Bolanos is affiliated with VestGen Advisors, LLC and holds the Series 66 designation. He has experience spanning several roles since 2015, including positions at VestGen Advisors and Private Client Services, as well as work in educational institutions from 2015 to 2025. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for roughly 22,790 clients through 53 advisors. The firm provides investment management, financial planning, ERISA 3(21) retirement plan services, and uses a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory to develop client-specific strategies.

David Nelson is a financial advisor with ON Investment Management Company in Lisle, IL, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, Kestra Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advisory work, he volunteers with American Medicare Disability Advocates, a nonprofit assisting individuals on disability with Medicare. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary strategies, often through third-party programs and dual-registration broker-dealer arrangements.

Davis Baker is a financial advisor at HighPoint Planning Partners with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Vanguard Group, Fidelity Investments, and The Ameriflex Group. Baker is also an independent insurance agent. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides asset management, financial planning, retirement plan advisory, and wrap-fee programs, employing fundamental analysis and multi-asset allocation across various investment vehicles.