PARTNERS AND ADVISORS

Advisors nearby

Ryan Zink

CFP®, ChFC, CLU | Financial Advisor

St. Charles, IL 60174
Connect
My Story
Advisors nearby

Rob Wurzburg

Financial Advisor

Chicago, IL 60607
Connect
My Story
Advisors nearby

Sam Williams

AIF® | Financial Advisor

Midlothian, VA 23113
Connect
My Story
Advisors nearby

Brooks White

CFP® | Financial Advisor

Thousand Oaks, CA 91360
Connect
My Story
Advisors nearby

Mary Pat Wesche

CPA, PFS, CDFA®, CFP® | Financial Advisor

Lombard, IL 60148
Connect
My Story
Advisors nearby

Michelle Weindruch

CFP® | Financial Advisor

Northfield, IL 60093
Connect
My Story
Advisors nearby

Arvin Weindruch

Financial Advisor

Northfield, IL 60093
Connect
My Story
Advisors nearby

Joe Vogenthaler

Financial Advisor

Chicago, IL 60613
Connect
My Story
Advisors nearby

John Vires

CFA, CFP® | Financial Advisor

Lisle, IL 60532
Connect
My Story
Advisors nearby

Heidi Verbiscer

CPA | Financial Advisor

Glen Ellyn, IL 60137
Connect
My Story
Advisors nearby

Jeffrey Stark

Financial Advisor

Cohoes, NY 12047
Connect
My Story
Advisors nearby

Marie Stark

CPA | Partner

Cohoes, NY 12047
Connect
My Story
Advisors nearby

Seth Stammler

CFA, CFP® | Financial Advisor

Rhinebeck, NY 12572
Connect
My Story
Advisors nearby

Joseph Spokas

CPA, PFS, CFP® | Financial Advisor

Lombard, IL 60148
Connect
My Story
Advisors nearby

Naya Sou

Financial Advisor

Lansing, NY 14882
Connect
My Story
Advisors nearby

Raleigh Smith

Financial Advisor

South Miami, FL 33143
Connect
My Story
Advisors nearby

Tyler Smith

CPA, CFP® | Financial Advisor

Denver, CO 80222
Connect
My Story
Advisors nearby

David Smith

CLU, ChFC, CFP® | Partner

South Miami, FL 33143
Connect
My Story
Advisors nearby

Ben Sevcik

CPA, PFS, CFP® | Financial Advisor

Lombard, IL 60148
Connect
My Story
Advisors nearby

Stephen Senesac

CPA, PFS | Financial Advisor

Sarasota, FL 34236
Connect
My Story
Advisors nearby

David Seery

CFP® | Financial Advisor

Thousand Oaks, CA 91360
Connect
My Story
Advisors nearby

Elisa Schvaneveldt

CPA , CFP® | Financial Advisor

Salt Lake City, UT 84117
Connect
My Story
Advisors nearby

Joey Schultz

Financial Advisor

Greenwood Village, CO 80121
Connect
My Story
Advisors nearby

Kyle Schroeder

CFP® | Financial Advisor

Lombard, IL 60148
Connect
My Story
Advisors nearby

Mark Schmulen

Financial Advisor

Houston, TX 77024
Connect
My Story
Advisors nearby

Julie Schatz

CFP® | Partner

Menlo Park, CA 94025
Connect
My Story
Advisors nearby

Logan Sanders

CFP® | Financial Advisor

Thousand Oaks, CA 91360
Connect
My Story
Advisors nearby

Juan Ros

CFP®, AEP®, CEPA® | Partner

Scottsdale, AZ 85260
Connect
My Story
Advisors nearby

Jonathan Rogers

CFP® | Partner

Lombard, IL 60148
Connect
My Story
Advisors nearby

Shequeta Rice

Financial Advisor

Alvin, TX 77511
Connect
My Story
Advisors nearby

Barbara Ray

CPA, PFS | Financial Advisor

Salt Lake City, UT 84117
Connect
My Story
Advisors nearby

Martin Pomrehn

CPA, PFS, CFP® | Financial Advisor

Oak Brook, IL 60523
Connect
My Story
Advisors nearby

Marvin Peplow

CPA | Financial Advisor

Hartland, WI 53029
Connect
My Story
Advisors nearby

Linda Parks

CPA, CFP® | Financial Advisor

Ithaca, NY 14850
Connect
My Story
Advisors nearby

Meghan Nolan

CFP® | Financial Advisor

Lombard, IL 60148
Connect
My Story
Advisors nearby

Vince Nardi

CFP® | Financial Advisor

Chicago, IL 60618
Connect
My Story
Advisors nearby

William Morrison Jr.

CPA | Financial Advisor

St. Charles, IL 60174
Connect
My Story
Advisors nearby

Michael Moles

CPA | Financial Advisor

Chicago, IL 60638
Connect
My Story
Advisors nearby

Steve Minturn

CFA | Financial Advisor

Denver, CO 80211
Connect
My Story
Advisors nearby

Zachary Mindel

Financial Advisor

Bellingham, WA 98229
Connect
My Story
Advisors nearby

Norbert Mindel

JD, CFP® | Partner

Cave Creek, AZ 85327
Connect
My Story
Advisors nearby

Dennis Michon

Financial Advisor

Orland Park, IL 60462
Connect
My Story
Advisors nearby

Robert Methven

Partner

Midlothian, VA 23113
Connect
My Story
Advisors nearby

Eric McGinnis

AIF® | Financial Advisor

Gig Harbor, WA 98332
Connect
My Story
Advisors nearby

David McClellan

Partner

Volente, TX 78641
Connect
My Story
Advisors nearby

A. Andrew Marwede

Partner

Lake Forest, IL 60045
Connect
My Story
Advisors nearby

Steven Martin

CFP® | Financial Advisor

Lombard, IL 60148
Connect
My Story
Advisors nearby

Megan Martin

Financial Advisor

Skokie, IL 60076
Connect
My Story
Advisors nearby

Thomas Longo

CPA | Financial Advisor

Lombard, IL 60148
Connect
My Story
Advisors nearby

Lou Ann Lisack

EA | Financial Advisor

Orland Park , IL 60462
Connect
My Story
Advisors nearby

David Lennon

CPA, PFS | Financial Advisor

Joliet, IL 60435
Connect
My Story
Advisors nearby

James Lapera

CPA | Financial Advisor

Lombard, IL 60148
Connect
My Story
Advisors nearby

Christopher Lamia

CFP® | Partner

Thousand Oaks, CA 91360
Connect
My Story
Advisors nearby

Michael Kite

JD | Financial Advisor

Lombard, IL 60148
Connect
My Story
Advisors nearby

Howard Kite

CFP®, ChFC, CLU | Partner

Lombard, IL 60148
Connect
My Story
Advisors nearby

Michael Kennedy

CFP® | Financial Advisor

Lombard, IL 60148
Connect
My Story
Advisors nearby

J. David Huskin

CFP® | Financial Advisor

Milwaukee, WI 53212
Connect
My Story
Advisors nearby

Eric Hrebic

CFP® | Financial Advisor

Lombard, IL 60148
Connect
My Story
Advisors nearby

Marcus Heinrich

CFP® | Financial Advisor

St. Petersburg, FL 33701
Connect
My Story
Advisors nearby

Alan Hambourger

CFP® | Financial Advisor

Ponce Inlet, FL 32127
Connect
My Story
Advisors nearby

Neal Halawa

AIF® | Financial Advisor

Lombard, IL 60148
Connect
My Story
Advisors nearby

Jack Grzenia

Financial Advisor

Oak Brook, IL 60523
Connect
My Story
Advisors nearby

Chris Genzler

CFP® | Financial Advisor

Lombard, IL 60148
Connect
My Story
Advisors nearby

Debi Gardi

CPA | Financial Advisor

Sarasota, FL 34231
Connect
My Story
Advisors nearby

Karma Forrestal

CFP® | Partner

Lombard, IL 60148
Connect
My Story
Advisors nearby

Mary Anne Ehlert

CFP® | Financial Advisor

Lincolnshire, IL 60069
Connect
My Story
Advisors nearby

Daniel Drallmeier

CFP® | Partner

Lombard, IL 60148
Connect
My Story
Advisors nearby

Jeff Doblin

CFA, CFP® | Financial Advisor

Skokie, IL 60076
Connect
My Story
Advisors nearby

Amanda D’Aprile

CPA | Financial Advisor

Cohoes, NY 12047
Connect
My Story
Advisors nearby

Sage D’Aprile

Financial Advisor

Cohoes, NY 12047
Connect
My Story
Advisors nearby

Jennifer Cray

CFP® | Partner

Menlo Park, CA 94025
Connect
My Story
Advisors nearby

Nicole Campbell

CFP®, CDFA® | Financial Advisor

Lombard, IL 60148
Connect
My Story
Advisors nearby

David Campbell

CPA, MST, CFP® | Financial Advisor

Naperville, IL 60563
Connect
My Story
Advisors nearby

Thomas Campbell

CPA, MST, CDFA® | Financial Advisor

Naperville, IL 60563
Connect
My Story
Advisors nearby

Kit Bradley

CFP® | Financial Advisor

Prairie Village, KS 66208
Connect
My Story
Advisors nearby

Nirav Batavia

CFA | Partner

Lombard, IL 60148
Connect
My Story
Advisors nearby

Ron Austin

CPA, MST | Financial Advisor

Lisle, IL 60532
Connect
My Story
Advisors nearby

John Adam

EA, CFP® | Partner

Lombard, IL 60148
Connect
My Story
Advisors nearby

Luke Adam

CPA, CFP® | Financial Advisor

Lombard, IL 60148
Connect
My Story

CLIENT SERVICES

Forum Financial Client Service Associate Karen Arenz

Karen Arenz

Client Services Liaison and Project Manager

Lombard, IL 60148
Forum Financial Client Service Associate Sharon Bowler

Sharon Bowler

Client Service Associate

Lombard, IL 60148
Forum Financial Client Service Associate Karen Caselli

Karen Caselli

CFP® | Client Service Associate

South Miami, FL 33143
Forum Financial Client Service Associate Irene Compra

Irene Compra

Client Service Associate – Training Support

Lombard, IL 60148
Forum Financial Client Service Associate Paola Corrales

Paola Corrales

Client Service Associate

South Miami, FL 33143
Forum Financial Client Service Associate Jamie Di Bari

Jamie Di Bari

Client Service Associate

Lombard, IL 60148
Forum Financial Client Service Associate Jennifer Drufke

Jennifer Drufke

Client Service Associate

Lombard, IL 60148
Forum Financial Client Service Associate Jessica Haages

Jessica Haages

Client Service Associate

Lombard, IL 60148

End of Members

No more pages to load

VIEW MORE

ADVISOR SERVICES

Forum Financial Client Service Associate Cannan Knapp

Canaan Knapp

Operations Manager

Thousand Oaks, CA 91360
Forum Financial Administrative Assistant Brittany Boyle

Brittany Boyle

Compliance Associate

Lombard, IL 60148
Account Coordinator and Billing Specialist Caroline Caesar

Caroline Caesar

Account Coordinator and Billing Specialist

Lombard, IL 60148
Forum Financial Project Manager Nancy Caesar

Nancy Caesar

Project Manager

Lombard, IL 60148
Forum Financial Trader Andrew Carava

Andrew Carava

Trader

Lombard, IL 60148
Forum Financial Icon

Kyana Craig

Onboarding and Advisor Support Associate

Lombard, IL 60148
Forum Financial Icon

Jonathan Cuthbert

Trader

Lombard, IL 60148
Forum Financial Marketing Specialist Dominic Dominguez

Dominic Dominguez

Marketing Specialist

Lombard, IL 60148

End of Members

No more pages to load

VIEW MORE

FORUM MANAGEMENT

Forum Financial Director of Client Services Jacqueline Arenas

Jacqueline Arenas

Director of Client Services

Lombard, IL 60148
Forum Financial Chief Operating Officer Mac Davis

Mac Davis

Chief Operating Officer | CFP®

Lombard, IL 60148
Forum Financial Director of Information Security and Technology Jon Faelnar

Jon Faelnar

Director of Information Security and Technology

Lombard, IL 60148
Forum Financial Backoffice Associate Karonda Gavin

Karonda Gavin

Billing and Reporting Manager

Lombard, IL 60148

End of Members

No more pages to load

VIEW MORE

The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Forum is engaged, or continues to be engaged, to provide investment advisory services.

Ready to Connect With a Forum Advisor?