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Haskel W

Series 65

Downers Grove, IL

Highpoint Planning Partners

Haskel Weiss is a financial advisor at HighPoint Planning Partners with five years of industry experience. He holds the Series 65 credential and has served as president of TWG Benefits, Inc., a non-investment related business, since 1995. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities with discretionary asset management, financial planning, retirement plan advisory, and related services. The firm constructs client investment policies through personal consultations and implements diversified portfolios using fundamental analysis across various asset classes.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Brett P

Series 66

Downers Grove, IL

Highpoint Planning Partners

Brett Pawelkiewicz is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at LPL Financial, Northwestern Mutual, Redwing Financial, and The Lighthouse Institute. He also provides administrative support to HighPoint Advisor Group, an independent investment advisor firm. Highpoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and uses fundamental analysis to construct diversified client portfolios across various investment vehicles.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Andrew K

Series 66

Downers Grove, IL

Highpoint Planning Partners

Andrew Keppy is a financial advisor at Highpoint Planning Partners with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Level Four Advisory Services and LPL Financial. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and uses a variety of investment strategies and third-party platforms to implement client portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Gary R

Series 66

Downers Grove, IL

Highpoint Planning Partners

Gary Richied is a financial advisor at Highpoint Planning Partners with one year of industry experience. He holds a Series 66 credential and has worked at LPL Financial and HighPoint Advisor Group, LLC. Outside of his advisory work, he is involved in authoring and hosting the Hot Water History podcast and blog, which covers historical topics and film and book reviews. Highpoint Planning Partners serves individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, using a blend of fundamental analysis and third-party platforms to implement diversified investment portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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James K

CFP®, Series 66

Downers Grove, IL

Highpoint Planning Partners

James Keller is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Highpoint Planning Partners since 2013 and also affiliated with LPL Financial since 2008. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers a range of advisory services and constructs client portfolios using fundamental analysis across various investment vehicles, utilizing both proprietary and third-party platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Sean O

CFP®, Series 66

Downers Grove, IL

Highpoint Planning Partners

Sean O’Shea is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Highpoint Planning Partners. He has worked with LPL Financial since 2012 and joined Highpoint Advisor Group, LLC dba McCabe Financial Group in 2025. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and uses fundamental analysis to construct client portfolios across a range of asset classes.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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John D

CFP®, Series 66

Downers Grove, IL

Highpoint Planning Partners

John Duckworth is a CFP®-certified financial advisor with 14 years of industry experience. He has been with High Point Planning Partners, operating as Black Diamond Planners, since 2013. 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 offers discretionary asset management and financial planning, implementing portfolios through fundamental analysis and a diversified allocation across various securities and investment products.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Maxwell C

Series 66

Downers Grove, IL

Highpoint Planning Partners

Maxwell Cinnamon is a financial advisor with HighPoint Planning Partners, holding a Series 66 designation and two years of industry experience. He previously worked at the University of Kansas Athletic Department and State Bank of Herscher. Mr. Cinnamon is also a licensed insurance agent and splits his time between advisory and registered representative roles. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, offering discretionary asset management, financial planning, and retirement plan advisory. The firm constructs investment policies through personal consultations and implements portfolios using fundamental analysis across various asset classes and platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Jeffrey M

Series 63, Series 65

Downers Grove, IL

Highpoint Planning Partners

Jeffrey Martin is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2013. Highpoint Planning Partners 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 uses a multi-asset investment approach combined with third-party and LPL-sponsored platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Christopher B

Series 66

Downers Grove, IL

Highpoint Planning Partners

Christopher Breitenbach is a financial advisor with Highpoint Planning Partners, holding a Series 66 registration and 18 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2014. Outside of his advisory work, he is an assistant coach with the Wheaton United Soccer Club. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and sponsors a wrap-fee program, utilizing a range of investment vehicles and third-party platforms to implement client portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Michelle J

ChFC®, Series 63, Series 65

Downers Grove, IL

Highpoint Planning Partners

Michelle Juras is a ChFC® credentialed financial advisor with 20 years of industry experience. She is currently with HighPoint Planning Partners and has held positions at LPL Financial and MassMutual. 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 and comprehensive financial planning utilizing fundamental analysis and a range of investment vehicles, including mutual funds, ETFs, individual securities, and third-party platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Calvin R

Series 63, Series 65

Downers Grove, IL

Highpoint Planning Partners

Calvin Rowland is a financial advisor with HighPoint Planning Partners who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He previously worked at Prudential Financial Planning Services, The Prudential Insurance Company of America, and Pruco Securities, LLC from 2016 to 2024 before joining HighPoint Advisor Group and LPL Financial. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management, utilizing fundamental analysis and a range of investment vehicles including mutual funds, ETFs, equities, debt securities, REITs, and third-party platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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James C

Series 63, Series 66

Downers Grove, IL

Highpoint Planning Partners

James Chase Jr. is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked with HighPoint Advisor Group since 2018 and previously with Level Four Advisory Services and LPL Financial. Outside of his advisory roles, he is involved in non-investment activities including retail work at farmers markets and a home-based solar energy business. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, constructing client investment policies through personal consultations and implementing diversified portfolios with fundamental analysis across various asset classes, utilizing both proprietary and third-party platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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David K

CFP®, ChFC®, Series 63, Series 65

Downers Grove, IL

Highpoint Planning Partners

David Kujawa is a CFP® and ChFC® financial advisor with 20 years of industry experience. He is affiliated with Highpoint Planning Partners and has worked with HighPoint Advisor Group, LLC and LPL Financial for over a decade. Outside of his advisory work, he is involved in the sale of fixed insurance products through his agency and collects watches as a non-investment related activity. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, implementing portfolios through fundamental analysis and a range of investment vehicles while utilizing multiple advisory platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Kevin B

CFP®, Series 66

Downers Grove, IL

Highpoint Planning Partners

Kevin Brainerd is a CFP® professional with 18 years of industry experience. He serves at HighPoint Planning Partners, where he has worked since 2016, and is also affiliated with LPL Financial. His prior experience includes a decade at HighPoint Advisor Group DBA OnPath. 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 offers a range of services including discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Roger E

Series 63, Series 66

Downers Grove, IL

Highpoint Planning Partners

Roger Ensminger is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 66 licenses and possessing 44 years of industry experience. He has been affiliated with LPL Financial since 2009 and has operated his own practice, Roger J. Ensminger & Associates, since 2016. He occasionally sells life, health, disability, and long-term care insurance. HighPoint Advisor Group serves a broad client base including individuals, pension plans, trusts, and charitable organizations, providing discretionary asset management, financial planning, and retirement plan advisory services. The firm builds investment portfolios using fundamental analysis and utilizes a variety of platforms and investment vehicles tailored to client needs.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Johnathan K

CFP®

Downers Grove, IL

Highpoint Planning Partners

Johnathan Kulikowski is a CFP® professional with 12 years of industry experience. He is currently with HighPoint Planning Partners, having previously worked at VANTAGE FINANCIAL PARTNERS Limited for 11 years. HighPoint Advisor Group serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and offers access to various third-party and proprietary investment platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Jayson G

Series 66

Downers Grove, IL

Highpoint Planning Partners

Jayson Gorski is a financial advisor at HighPoint Planning Partners with five years of industry experience. He holds the Series 66 designation and has prior experience at LPL Financial and CBRE, as well as a role at DePaul University. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning and consulting, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles to implement client portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Jerome K

Series 63, Series 66

Downers Grove, IL

Highpoint Planning Partners

Jerome Kahn is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at LPL Financial and operating his own firm, J Kahn & Associates LLC. He also writes life and long-term care insurance policies when appropriate. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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David C

Series 66

Downers Grove, IL

Highpoint Planning Partners

David Cimmarusti is a financial advisor at HighPoint Planning Partners with six years of industry experience. He holds a Series 66 designation and has worked with HighPoint Advisor Group, LPL Financial, and Leaders Partners, Inc. His work includes activities related to investment advisory businesses connected to LPL Financial. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management and financial planning services, employing fundamental analysis and diversified portfolio construction across various asset classes, and utilizes multiple platform solutions to deliver advisory services.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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