Marc Poulos is a financial advisor at Calamos Wealth Management LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Great Valley Advisor Group, LPL Financial, and Brookstone Capital Management. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment process involves sourcing ideas, quantitative and qualitative evaluation, and portfolio construction, often utilizing affiliated Calamos Funds and investment vehicles.

Mark Rabinovich is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Calamos Wealth Management LLC. He has worked at Calamos Financial Services LLC and Calamos Wealth Management LLC since 2018, and previously spent 14 years at Neuberger Berman, LLC. Calamos Wealth Management LLC offers discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment approach includes customized asset allocation and the use of affiliated investment vehicles, with governance controls and an Investment Committee overseeing portfolio construction and monitoring.

Timothy Dern is a financial advisor at Savvy with six years of industry experience and holds a Series 65 credential. His career includes roles at Maia Wealth, Wealth Watch Advisors, and Hughes and Durn Financial Group, Inc. He is also the owner of Mana Financial Group, LLC, a business marketing life insurance, annuities, and long-term care insurance, and operates 10K Health Products, Inc, which sells herbal products. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm utilizes a primarily index-based, long-term investment approach complemented by active equity portfolios, tax-aware direct indexing, and integrates third-party fintech tools and specialized sub-adviser strategies.

Gerald King is a financial advisor at Pure Financial Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at Fairhaven Wealth Management, LLC since 2015. King is based in Wheaton, Illinois. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s planning-centered investment approach is overseen by an Investment Committee and incorporates tax-aware techniques, diversified portfolios, and the use of sub-advisers for specialized strategies.

Wendy Fredricks is a Series 65-licensed advisor at Foundations Investment Advisors LLC with one year of industry experience. She also works at Guardian Estate Solutions, where she dedicates part of her time to insurance sales and reviews insurance and annuity plans. Prior to these roles, she spent ten years at Sased. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to a diverse client base, including individuals, trusts, estates, and registered investment companies.

Paris Karasso is a financial advisor with Calamos Wealth Management LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Calamos Wealth Management since 2019 and previously at Calamos Investments LLP from 2014 to 2019. Karasso serves on the Board of Directors for the American University of Greece Foundation, providing oversight of the Foundation’s investments. Calamos Wealth Management LLC offers discretionary wealth management and institutional advisory services primarily to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment process includes customized asset allocation and ongoing portfolio monitoring, leveraging an affiliated ecosystem that includes multiple investment vehicles and trust services.

Dimitar Tanchev is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at Calamos Wealth Management LLC since 2019 and previously spent three years at Nextcapital. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment process emphasizes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring using a diversified mix of securities and funds.

Darlene McGrath is a financial advisor at Latitude Advisors, LLC with three years of industry experience. She holds a Series 66 designation and concurrently operates a CPA practice providing bookkeeping, accounting, and tax preparation services for individuals and small businesses since 2005. Prior to joining Latitude Advisors, she was associated with GWN Securities Inc. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, primarily on a discretionary basis.

Alec Leasure is a financial advisor at NorthRock Partners, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Woodbury Financial Services. Outside of advising, he has experience in real estate ownership unrelated to investment advisory services. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and the integration of private market investments, supported by AI tools and human oversight.

Eduardo Sordo is a CFP® with 25 years of industry experience, currently serving at Calamos Wealth Management LLC since 2021. His prior roles include positions at Calamos Financial Services LLC, The Vanguard Group, and Fidelity Investments. He is a trustee and chair of the investment committee for the George Snow Scholarship Fund, a nonprofit organization supporting college graduation for students in South Florida. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm employs a structured investment process and frequently utilizes affiliated Calamos Funds and sub-advisers while maintaining governance controls and multiple affiliated investment vehicles.

Marc Horner is a CFP® with 25 years of industry experience currently working at Pure Financial Advisors, LLC. He has previously worked at Fairhaven Wealth Management, LLC and Triad Advisors, Inc. Outside of advising, he is president of HighTide Media LLC, which focuses on financial education and produces licensed video content under the trademark "Million Dollar Cup of Coffee." Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and retirement plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory and tax-aware strategies.

Richard Gotterer is a CFP® professional with 15 years of industry experience, currently serving at Calamos Wealth Management LLC since 2015. He holds a Series 65 license and is based in Naperville, IL. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm employs a structured investment process overseen by an Investment Committee and often utilizes affiliated Calamos Funds and sub-advisers while maintaining governance controls and disclosure practices.

Christopher Jerin is a financial advisor with Calamos Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Calamos Wealth Management and its affiliated entities since 2010, with a three-year period at Beacon Pointe Advisors, LLC. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm employs a structured investment process overseen by an Investment Committee and leverages its affiliated ecosystem, including various investment vehicles and trust services.

Robert Fitzjarrald is a financial advisor at Latitude Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Latitude Advisors since 2017. He is also a CPA and shareholder at Hocker, Fitzjarrald & Richardson, PC, a tax and accounting firm he has been involved with since 1984. Latitude Advisors serves individual and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Scott Steiner is a CFP®-certified financial advisor with 23 years of industry experience. He has worked at Calamos Wealth Management LLC and Calamos Financial Services LLC since 2018 and previously spent three years with Raymond James & Associates, Inc. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment approach includes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a broad range of investment vehicles including individual equities, fixed income, mutual funds, ETFs, and private investment funds.

William Hickerson is a CFP® professional with 35 years of industry experience. He has been with Advance Capital Management Inc. since 2000. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and endowments, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses an Investment Committee to guide decisions, offers a range of strategies including direct indexing and crypto-related investments, and operates with a referral-driven distribution model.

Matthew Frederick is a financial advisor with Pure Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Pacific Life Insurance Company. He is also licensed in life and health insurance. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is planning-centered and overseen by an Investment Committee, incorporating modern portfolio theory, tax-aware strategies, and the use of sub-advisers for specialized investment sleeves.

Clayton Saltijeral is a financial advisor with Copeland Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His work history includes roles at Vigilant Distributors, LLC, Northern Lights Distributors, LLC, and DCM Brokers, LLC. He also serves as a Regional Director at Copeland Capital Management, focusing on business development. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a diverse client base including individuals, institutions, and government entities. The firm employs a conservative, dividend-growth oriented investment approach using fundamental, quantitative, macroeconomic, and technical analysis across various market-cap strategies.

Gregory Whitehead is a financial advisor at Calamos Wealth Management LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Outside of his advisory role, he is a partner in ADK Escapes, LLC, a vacation rental development, and co-owner of a rental property in Chester, NJ. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment process includes customized asset allocation, portfolio construction, and ongoing monitoring, often utilizing affiliated investment vehicles and maintaining governance controls to manage conflicts of interest.

Lawrence Skibo is a financial advisor at KCD Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Moloney Securities Co., Inc. and JCC Advisors LLC. Outside of finance, he owns a piano tuning business and is involved in photography and real estate consulting. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm manages approximately $182.6 million in assets and employs a variety of analytical and investment strategies, offering both discretionary and non-discretionary advisory services.