Forum Financial Management, Lp

Dennis Wojcicki is a financial advisor at Forum Financial Management, LP with 28 years of industry experience. He has been with Forum Financial Management since 2013 and previously worked at DSL Group from 1997 to 2013. He holds a Series 63 designation. 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 turn-key asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

John Vires is a CFP® and CFA® with 10 years of industry experience. He is currently a financial advisor at Forum Financial Management, LP and also provides financial advice through Mathieson, Moyski, Austin & Co., an accounting firm. Outside of his advisory roles, he volunteers with the Lions Club of Wheaton and serves as a Park Commissioner for the Wheaton Park District. 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 primarily Modern Portfolio Theory-based portfolios using institutional mutual funds, ETFs, and other fixed income strategies.

Linda Parks is a CFP® and Series 65 credentialed financial advisor with 12 years of industry experience. She has worked at Forum Financial Management, LP since 2022 and previously operated her own advisory firm, Linda Parks, Financial Advisor, LLC, for nine years. Parks is also a licensed CPA with over 26 years in that profession. Forum Financial Management, LP provides 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, utilizing institutional mutual funds, ETFs, and individual fixed income strategies, while also supporting independent advisors and RIAs through its turnkey asset management and back-office services.

Brooks White is a CFP® professional at Forum Financial Management, LP with five years of industry experience. He previously worked at Lamia Financial Management from 2016 to 2019 before joining Forum Financial Management, where he has been since 2019. 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, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Steven Martin is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2019. Prior to joining Forum, he worked for BKD Wealth Advisors, LLC for five years. 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 primarily with DFA institutional mutual funds and ETFs using a Modern Portfolio Theory approach.

Christian Bradley is a CFP® with five years of industry experience, currently advising at Forum Financial Management, LP since 2021. Prior to joining Forum, he worked at Flood, Bumstead, McCready & McCarthy, Inc. and is also a Senior Consultant in Client Services at Oracle America, Inc., where he supports software products for businesses. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily implemented with institutional mutual funds and ETFs, and offers a range of advisory and back-office services to independent advisors and RIAs.

Zachary Boyd is a financial advisor with Forum Financial Management, LP, holding the PFS™ designation and beginning his advisory career in 2025. He has prior experience at WCG Wealth Advisors, LLC and a background as a CPA, operating his own firm, Boyd CPA LLC, since 2021. Outside of advisory services, he continues to manage his CPA practice focused on tax and business advisory services. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs a model asset-allocation approach based on Modern Portfolio Theory, utilizing institutional mutual funds, ETFs, and outside managers, and it offers sub-advisory and back-office support to independent advisors and RIAs.

Megan Janssen is a financial advisor with Forum Financial Management, LP and holds a Series 65 designation. She has been with Forum since 2025 and has experience owning and educating through an educational business called Money Juice, where she focuses on personal finance education. Prior to her advisory role, she worked in various fields including coaching, travel writing, and hospitality. 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 portfolios primarily with institutional mutual funds and ETFs based on Modern Portfolio Theory.

John Schultz III is a financial advisor at Forum Financial Management, LP with six years of industry experience. He holds a Series 65 designation and has worked at Forum Financial Management since 2019. Prior to his current role, he held positions at Expedia Group and ZenPayroll (DBA Gusto). He serves as a board member of the Glenmoor Country Club in Englewood, Colorado. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional and corporate clients. The firm offers model asset-allocation portfolios based on Modern Portfolio Theory and supports wholesale relationships by providing back-office and advisory services to other RIAs.

William Morrison Jr. is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Forum Financial Management since 2015 and previously at APEX CPAs & Consultants, Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns and manages a rental property through Four Forty Forum LLC. Forum Financial Management, LP provides investment advisory and related services to individual, institutional, and charitable clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management, financial planning, and retirement-plan services, supporting other RIAs through its turn-key asset-management platform and back-office services.

Amanda D'aprile is a Series 65-registered financial advisor with Forum Financial Management, LP, where she has worked for six years. She has prior experience at KPMG and has held accounting roles at Stark & D'Aprile CPAs PC and Stark & Basila CPAs PC. In addition to her advisory work, she serves as Vice President and Certified Public Accountant at Stark & D'Aprile CPAs PC. 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 independent RIAs, employing a Modern Portfolio Theory approach with model portfolios primarily composed of DFA institutional mutual funds and ETFs.

Arun Keswani is a CFA® charterholder with eight years of industry experience. He is currently with Forum Financial Management, LP and has previously worked at Dimensional Fund Advisors, ARGA Investment Management, LP, and Foreside Financial Services, LLC. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses a model asset-allocation approach based on Modern Portfolio Theory, primarily implementing portfolios with institutional mutual funds and ETFs, and supports other RIAs with back-office and sub-advisory services.

David Seery is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Forum Financial Management, LP since 2018. He previously worked at Lamia Financial Group, Inc. from 2013 to 2019. Outside of his advisory role, he is the Vice President of the Board of Directors for the Mountain Meadows Quailridge II Homeowners Association. 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, managing portfolios primarily using DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Arvin Weindruch is a financial advisor at Forum Financial Management, LP with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Harris Weindruch & Co. Ltd. for over four decades. Outside of his advisory role, he operates an accounting and consulting business as a sole proprietor. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also offers sub-advisory services and a turnkey asset management platform to independent RIAs, utilizing model portfolios primarily invested in DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

David Lennon is a financial advisor with Forum Financial Management, LP in Joliet, IL, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience and has been with Forum Financial Management and Purshe Kaplan Sterling Investments since 2013. Lennon is also the owner of Senesac & Lennon, Ltd., an accounting and tax services firm. 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, utilizing model portfolios primarily implemented with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.