PARTNERS AND ADVISORS

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David Lennon

CPA, PFS | Financial Advisor

Joliet, IL 60435
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David Campbell

CPA, MST, CFP® | Financial Advisor

Naperville, IL 60563
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Sage D’Aprile

Financial Advisor

Cohoes, NY 12047
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Brandon Meyer

JD | Financial Advisor

Sonora, CA 95370
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Joe Vogenthaler

Financial Advisor

Chicago, IL 60613
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Linda Parks

CPA, CFP® | Financial Advisor

Ithaca, NY 14850
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Joey Schultz

Financial Advisor

Greenwood Village, CO 80121
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Marie Stark

CPA | Partner

Cohoes, NY 12047
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Jay Pink

JD | Financial Advisor

Sonora, CA 95370
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Elisa Schvaneveldt

CPA , CFP® | Financial Advisor

Salt Lake City, UT 84117
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Vince Nardi

CFP® | Financial Advisor

Chicago, IL 60618
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Norbert Mindel

JD, CFP® | Partner

Cave Creek, AZ 85327
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Mark Schmulen

Financial Advisor

Houston, TX 77024
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Debi Gardi

CPA | Financial Advisor

Sarasota, FL 34231
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Zachary Mindel

Financial Advisor

Bellingham, WA 98229
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David McClellan

Partner

Volente, TX 78641
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Tyler Smith

CPA, CFP® | Financial Advisor

Denver, CO 80222
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Kyle Schroeder

CFP® | Financial Advisor

Lombard, IL 60148
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Arvin Weindruch

Financial Advisor

Northfield, IL 60093
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Brooks White

CFP® | Financial Advisor

Thousand Oaks, CA 91360
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Logan Sanders

CFP® | Financial Advisor

Thousand Oaks, CA 91360
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Howard Kite

CFP®, ChFC, CLU | Partner

Lombard, IL 60148
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Thomas Campbell

CPA, MST, CDFA® | Financial Advisor

Naperville, IL 60563
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Daniel Drallmeier

CFP® | Partner

Lombard, IL 60148
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Alan Hambourger

CFP® | Financial Advisor

Ponce Inlet, FL 32127
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Christopher Lamia

CFP® | Partner

Thousand Oaks, CA 91360
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Chris Genzler

CFP® | Financial Advisor

Lombard, IL 60148
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Marvin Peplow

CPA | Financial Advisor

Hartland, WI 53029
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Stephen Senesac

CPA, PFS | Financial Advisor

Sarasota, FL 34236
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Naya Sou

Financial Advisor

Lansing, NY 14882
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Megan Martin

Financial Advisor

Skokie, IL 60076
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Lou Ann Lisack

EA | Financial Advisor

Orland Park , IL 60462
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Eric Hrebic

CFP® | Financial Advisor

Lombard, IL 60148
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Michelle Weindruch

CFP® | Financial Advisor

Northfield, IL 60093
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David Smith

CLU, ChFC, CFP® | Partner

South Miami, FL 33143
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Julie Schatz

CFP® | Partner

Menlo Park, CA 94025
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Dennis Michon

Financial Advisor

Orland Park, IL 60462
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Sam Williams

AIF® | Financial Advisor

Midlothian, VA 23113
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Eric McGinnis

AIF® | Financial Advisor

Gig Harbor, WA 98332
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Luke Adam

CPA, CFP® | Financial Advisor

Lombard, IL 60148
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Steve Minturn

CFA | Financial Advisor

Lakewood, CO 80227
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Mary Pat Wesche

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

Lombard, IL 60148
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Raleigh Smith

Financial Advisor

South Miami, FL 33143
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Juan Ros

CFP®, AEP®, CEPA® | Partner

Scottsdale, AZ 85260
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Heidi Verbiscer

CPA | Financial Advisor

Glen Ellyn, IL 60137
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Liam Methven

Financial Advisor

Midlothian, VA 23113
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Meghan Nolan

CFP® | Financial Advisor

Lombard, IL 60148
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Barbara Ray

CPA, PFS | Financial Advisor

Salt Lake City, UT 84117
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David Seery

CFP® | Financial Advisor

Thousand Oaks, CA 91360
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John Adam

EA, CFP® | Partner

Lombard, IL 60148
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Seth Stammler

CFA, CFP® | Financial Advisor

Rhinebeck, NY 12572
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Kit Bradley

CFP® | Financial Advisor

Prairie Village, KS 66208
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Jonathan Rogers

CFP® | Partner

Lombard, IL 60148
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Neal Halawa

AIF® | Financial Advisor

Lombard, IL 60148
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Michael Kite

JD | Financial Advisor

Lombard, IL 60148
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Jack Grzenia

Financial Advisor

Oak Brook, IL 60523
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Michal Martinek

Financial Advisor

Lombard, IL 60148
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Karma Forrestal

CFP® | Partner

Lombard, IL 60148
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Marcus Heinrich

CFP® | Financial Advisor

St. Petersburg, FL 33701
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John Vires

CFA, CFP® | Financial Advisor

Lisle, IL 60532
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Jennifer Cray

CFP® | Partner

Menlo Park, CA 94025
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James Lapera

CPA | Financial Advisor

Lombard, IL 60148
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Martin Pomrehn

CPA, PFS, CFP® | Financial Advisor

Oak Brook, IL 60523
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J. David Huskin

CFP® | Financial Advisor

Mequon, WI 53092
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Nirav Batavia

CFA | Partner

Lombard, IL 60148
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Michael Moles

CPA | Financial Advisor

Chicago, IL 60638
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Ryan Zink

CFP®, ChFC, CLU | Financial Advisor

St. Charles, IL 60174
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Matt Spokas

CPA | Financial Advisor

Lombard, IL 60148
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Robert Methven

Partner

Midlothian, VA 23113
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Nicole Campbell

CFP®, CDFA® | Financial Advisor

Lombard, IL 60148
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William Morrison Jr.

CPA | Financial Advisor

St. Charles, IL 60174
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Jeff Doblin

CFA, CFP® | Financial Advisor

Skokie, IL 60076
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Joseph Spokas

CPA, PFS, CFP® | Financial Advisor

Lombard, IL 60148
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Steven Martin

CFP® | Financial Advisor

Lombard, IL 60148
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Ben Sevcik

CPA, PFS, CFP® | Financial Advisor

Lombard, IL 60148
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Rob Wurzburg

Financial Advisor

Chicago, IL 60606
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A. Andrew Marwede

Partner

Lake Forest, IL 60045
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Jeffrey Stark

Financial Advisor

Cohoes, NY 12047
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Tatiana Sunik

CFP®, CDFA® | Financial Advisor

Red Bank, NJ 07701
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Michael Kennedy

CFP® | Financial Advisor

Lombard, IL 60148
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Amanda D’Aprile

CPA | Financial Advisor

Cohoes, NY 12047
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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

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ADVISOR SERVICES

Chief of Staff Brett Bordlee

Brett Bordlee

Chief of Staff

Lombard, IL 60148
Forum Financial Administrative Assistant Brittany Boyle

Brittany Boyle

CSCP | 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
Onboarding and Advisor Support Associate Kyana Craig

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

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FORUM MANAGEMENT

Forum Financial Director of Client Services Jacqueline Arenas

Jacqueline Arenas

Director of Client Services

Lombard, IL 60148
Forum Financial Director of Finance Rich Berendson

Rich Berendson

Director of Finance

Lombard, IL 60148
Forum Financial Chief Operating Officer Mac Davis

Mac Davis

Chief Operating Officer | CFP®

Lombard, IL 60148
Billing and Reporting Manager Karonda Gavin

Karonda Gavin

Billing and Reporting Manager

Lombard, IL 60148

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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.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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