Brian Lee is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and The Prudential Insurance Company of America. Lee is also a full-time sales agent at Western & Southern Life. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring third-party money managers, with supplemental recommendations of individual securities based on fundamental analysis.

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.

Jeffery Harper is a CFP® professional with 36 years of industry experience currently affiliated with LPL Financial in Lisle, IL. He has worked at Good Life Advisors, LLC since 2021 and previously held roles at Level Four Advisory Services, LLC and Opus Wealth Management Group. Outside of his advisory work, he oversees the raising and selling of cattle on a farm he owns. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

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.

Charles Baier is a CFP® and ChFC® with 20 years of experience in the financial services industry. He has worked at Good Life Advisors, LLC since 2021 and previously held roles at Level Four Advisory Services, LPL Financial, and Opus Wealth Management Group. In addition to his advisory work, Baier is a commissioned notary. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to tailor advice, offering discretionary and non-discretionary portfolio management alongside educational seminars and access to various third-party programs and custodial platforms.

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.

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.

Robert Sweas is a Certified Financial Planner® with 17 years of industry experience. He is currently with Lifeworks Advisors, LLC and has previously worked at firms including Arete Wealth Advisors and Ausdal Financial Partners. In addition to his advisory work, he has performed independent auditing services on a volunteer basis and is involved in life, health, and accident insurance sales. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and businesses, offering financial planning, wealth management, and retirement plan advisory services. The firm employs a planning-based and risk-focused investment approach using diversified funds, third-party managers, and a combination of quantitative and fundamental analysis, supported by proprietary technology and integrated tax and accounting capabilities.

Brandon Lilly is an advisor at Highpoint Planning Partners with Series 63 and Series 65 credentials and three years of industry experience. He has worked at LPL Financial, J.P. Morgan Securities, and DeRose Financial Planning Group. Prior to his financial advisory career, he spent several years at Advocate Christ Medical Center. Highpoint Planning Partners 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 manages wrap-fee programs, implementing portfolios through fundamental analysis and a range of investment vehicles.

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 with KCD Financial, Inc. in Naperville, IL, holding Series 63 and Series 65 registrations and 34 years of industry experience. He has been with KCD Financial since 2020 and also maintains roles with JCC Advisors LLC and Phoenix American Hospitality. Outside of finance, he owns a piano tuning business and engages in photography, focusing on portraits and weddings. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, using a range of investment strategies and third-party management platforms.

Kyle Buffo is a financial advisor at Mission Wealth Management, LP with 11 years of industry experience. He holds the CFP® designation and has worked at firms including LPL Financial LLC, Cadaret Grant & Co., Inc., and Q3 Advisors LLC. Outside of financial advising, he is also a self-employed musician. Mission Wealth Management is a multi-team advisory firm that serves affluent and high-net-worth individuals, families, and institutional clients through customized wealth management, financial planning, and portfolio management services. The firm employs long-term strategies across a diverse range of investments and incorporates tax-aware trading and rebalancing in its discretionary account management.

Matthew Fitzgerald is a financial advisor with Altitude Capital Management LLC in St. Charles, IL, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Brighthouse Financial and Invesco Advisers, Inc. Outside of advising, he is an equity partner in a rental property business. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm customizes strategies based on client objectives and risk tolerance, managing accounts through a multi-team structure while employing approaches such as asset allocation and technical analysis.

Christopher Gruchacz is a financial advisor at Calamos Wealth Management LLC with eight years of industry experience. He has held roles at Calamos Wealth Management since 2019 and previously worked at Wells Fargo Bank from 2013 to 2019. Outside of his advisory work, he serves as Chairman of the Investment Committee and a Board of Trustee member at Barry University. 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 emphasizes asset allocation, rigorous evaluation, and ongoing monitoring, using a diverse mix of securities and funds, including affiliated Calamos mutual funds.

Jeffrey Fisher is a financial advisor at Mission Wealth Management, LP with a Series 65 credential and one year of industry experience. His prior work includes roles at Goldman Sachs and Mako Metals, along with academic experience at Indiana University. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with customized wealth management, financial planning, and portfolio management services. The firm employs a long-term investment approach using diversified asset classes and offers risk management and fiduciary services.

Ryan Miller is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Mission Wealth Management, LP since 2023 and previously was affiliated with the University of Illinois at Urbana-Champaign and Crep Protect Ltd. Miller is also a student, a role he has held since 2013. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers tiered wealth management and financial planning services, emphasizing customized, long-term investment strategies across a broad range of asset classes and utilizes discretionary account management.