PARTNERS AND ADVISORS

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David Campbell

CPA, MST, CFP® | Financial Advisor

Naperville, IL 60563
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Heidi Verbiscer

CPA | Financial Advisor

Glen Ellyn, IL 60137
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Jason Forrester

CPA, CGMA | Financial Advisor

Plano, TX 75093
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Julie Schatz

CFP® | Partner

Menlo Park, CA 94025
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Jeff Doblin

CFA, CFP® | Financial Advisor

Skokie, IL 60076
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Kyle Schroeder

CFP® | Financial Advisor

Lombard, IL 60148
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Joseph Spokas

CPA, PFS, 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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Robert Methven

Partner

Midlothian, VA 23113
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John Vires

CFA, CFP® | Financial Advisor

Lisle, IL 60532
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Naya Sou

Financial Advisor

Lansing, NY 14882
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Michael Kite

JD | Financial Advisor

Lombard, IL 60148
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James Lapera

CPA | Financial Advisor

Lombard, IL 60148
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Brooks White

CFP® | Financial Advisor

Thousand Oaks, CA 91360
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Arvin Weindruch

Financial Advisor

Northfield, IL 60093
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Ben Sevcik

CPA, PFS, CFP® | Financial Advisor

Lombard, IL 60148
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Jonathan Rogers

CFP® | Partner

Lombard, IL 60148
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Seth Stammler

CFA, CFP® | Financial Advisor

Rhinebeck, NY 12572
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Norbert Mindel

JD, CFP® | Partner

Cave Creek, AZ 85327
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Raleigh Smith

Financial Advisor

South Miami, FL 33143
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Joe Vogenthaler

Financial Advisor

Chicago, IL 60613
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Meghan Nolan

CFP® | Financial Advisor

Lombard, IL 60148
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Eric McGinnis

AIF® | Financial Advisor

Gig Harbor, WA 98332
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Juan Ros

CFP®, AEP®, CEPA® | Financial Advisor

Scottsdale, AZ 85260
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Christopher Lamia

CFP® | Partner

Thousand Oaks, CA 91360
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Stephen Senesac

CPA, PFS | Financial Advisor

Sarasota, FL 34236
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Nirav Batavia

CFA | Partner

Lombard, IL 60148
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Alan Hambourger

CFP® | Financial Advisor

Ponce Inlet, FL 32127
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Chris Genzler

CFP® | Financial Advisor

Lombard, IL 60148
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Lou Ann Lisack

EA | Financial Advisor

Orland Park , IL 60462
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Ron Austin

CPA, MST | Financial Advisor

Lisle, IL 60532
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Nicole Campbell

CFP®, CDFA® | Financial Advisor

Lombard, IL 60148
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Neal Halawa

AIF® | Financial Advisor

Lombard, IL 60148
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William Morrison Jr.

CPA | Financial Advisor

St. Charles, IL 60174
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Mary Anne Ehlert

CFP® | Financial Advisor

Lincolnshire, IL 60069
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Howard Kite

CFP®, ChFC, CLU | Partner

Lombard, IL 60148
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J. David Huskin

CFP® | Financial Advisor

Milwaukee, WI 53212
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Jeffrey Stark

Financial Advisor

Cohoes, NY 12047
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Vince Nardi

CFP® | Financial Advisor

Chicago, IL 60618
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Zachary Mindel

Financial Advisor

Bellingham, WA 98229
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David Seery

CFP® | Financial Advisor

Thousand Oaks, CA 91360
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Marcus Heinrich

CFP® | Financial Advisor

St. Petersburg, FL 33701
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David Smith

CLU, ChFC, CFP® | Partner

South Miami, FL 33143
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Luke Adam

CPA, CFP® | Financial Advisor

Lombard, IL 60148
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Mary Pat Wesche

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

Lombard, IL 60148
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Thomas Longo

CPA | Financial Advisor

Lombard, IL 60148
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Mark Schmulen

Financial Advisor

Houston, TX 77024
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Shequeta Rice

Financial Advisor

Alvin, TX 77511
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David Lennon

CPA, PFS | Financial Advisor

Joliet, IL 60435
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Jennifer Cray

CFP® | Partner

Menlo Park, CA 94025
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Joey Schultz

Financial Advisor

Greenwood Village, CO 80121
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Martin Pomrehn

CPA, PFS, CFP® | Financial Advisor

Oak Brook, IL 60523
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Sage D’Aprile

Financial Advisor

Cohoes, NY 12047
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Dennis Michon

Financial Advisor

Orland Park, IL 60462
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Daniel Drallmeier

CFP® | Partner

Lombard, IL 60148
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Megan Martin

Financial Advisor

Skokie, IL 60076
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Steve Minturn

CFA | Financial Advisor

Denver, CO 80211
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Elisa Schvaneveldt

CPA , CFP® | Financial Advisor

Salt Lake City, UT 84117
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Linda Parks

CPA, CFP® | Financial Advisor

Ithaca, NY 14850
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Rob Wurzburg

Financial Advisor

Chicago, IL 60606
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Debi Gardi

CPA | Financial Advisor

Sarasota, FL 34231
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John Adam

EA, CFP® | Partner

Lombard, IL 60148
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Marvin Peplow

CPA | Financial Advisor

Hartland, WI 53029
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Logan Sanders

CFP® | Financial Advisor

Thousand Oaks, CA 91360
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Eric Hrebic

CFP® | Financial Advisor

Lombard, IL 60148
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Amanda D’Aprile

CPA | Financial Advisor

Cohoes, NY 12047
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David McClellan

Partner

Volente, TX 78641
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Michelle Weindruch

CFP® | Financial Advisor

Northfield, IL 60093
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Jack Grzenia

Financial Advisor

Oak Brook, IL 60523
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Kit Bradley

CFP® | Financial Advisor

Prairie Village, KS 66208
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A. Andrew Marwede

Partner

Lake Forest, IL 60045
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Karma Forrestal

CFP® | Partner

Lombard, IL 60148
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Sam Williams

AIF® | Financial Advisor

Midlothian, VA 23113
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Michael Moles

CPA | Financial Advisor

Chicago, IL 60638
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Steven Martin

CFP® | Financial Advisor

Lombard, IL 60148
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Ryan Zink

CLU, ChFC | Financial Advisor

St. Charles, IL 60174
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Marie Stark

CPA | Partner

Cohoes, NY 12047
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Michael Kennedy

CFP® | Financial Advisor

Lombard, IL 60148
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Thomas Campbell

CPA, MST, CDFA® | Financial Advisor

Naperville, IL 60563
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Tyler Smith

CPA, CFP® | Financial Advisor

Denver, CO 80222
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CLIENT SERVICES

Forum Financial Client Service Associate Karen Arenz

Karen Arenz

Client Services & Advisor Support Liaison

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

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 Marketing Specialist Dominic Dominguez

Dominic Dominguez

Marketing Specialist

Lombard, IL 60148
Forum Financial Compliance Liaison Bailey Drake

Bailey Drake

CSCP | Compliance Liaison

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 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

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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.

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