Craig Ibrahim is a financial advisor with Highpoint Planning Partners, holding a Series 66 credential and 22 years of industry experience. He has worked at Highpoint Advisor Group, LLC since 2016 and has been affiliated with LPL Financial since 2009. 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, financial planning, retirement plan advisory, and operates a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles to implement client portfolios.

Richard Kitick is a CFP® professional with 22 years of industry experience. He has been with Highpoint Planning Partners, doing business as OnPath Financial, since 2013 and has also been associated with LPL Financial since 2007. Outside of his advisory work, he is involved in amateur hockey as an assistant coach and a referee in the Chicagoland area. HighPoint Advisor Group serves a broad client base including individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, implementing portfolios through fundamental analysis and a variety of investment vehicles across multiple platforms.

Trent Ten Bruin is a financial advisor at Highpoint Planning Partners with a Series 65 credential and no prior industry experience. His work history includes roles at Now Foods and several academic institutions, including the University of Wisconsin–Madison, where he has been affiliated since 2022. 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 sponsors a wrap-fee program, implementing client portfolios using fundamental analysis across various investment vehicles.

Daniel Keller is a financial advisor at Highpoint Planning Partners with four years of industry experience. He holds a Series 66 designation and previously worked at RSM US LLP for eight years. Keller also operates a private tax services firm, Keller CPA Private Tax Services, and is a notary. 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 acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles across multiple platforms.

Jon Flaherty is a CFP® professional with five years of industry experience. He currently works at Highpoint Planning Partners and has previously been employed by Vantage Financial Partners and Lincoln Financial. 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 constructs customized investment policies and implements portfolios using fundamental analysis across various asset classes, offering discretionary asset management, financial planning, and retirement plan advisory services.

Janet Redding is a financial advisor with Capital Analysts in Schaumburg, IL, holding a Series 66 designation and 21 years of industry experience. She has worked at Lincoln Investment Planning since 2013 and previously held positions at Legend Advisory, Oberweis Securities, and Ameritas Investment Company. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm employs both discretionary and non-discretionary investment management approaches and supports its services through a nationwide network of independent advisors and firm-managed programs.

Brian Callaghan is a financial advisor at First Advisors National, LLC with four years of industry experience. He holds a Series 65 designation and has worked at CIH Consulting since 2022, focusing on commodities consulting and client services outside of investment activities. Prior to that, he held roles at MHT Business Development and Datrium. 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 emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support supplemental individual security recommendations.

Robert Eberlin is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with HighPoint Advisor Group since 2018, previously with Level Four Advisory Services and LPL Financial. 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, financial planning, retirement plan advisory, and wrap-fee programs, implementing portfolios through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

Susan Ahlfeld is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Advisors Capital Management, LLC since 2023, following a 21-year tenure at Ameriprise Financial Services, Inc. Outside of her advisory work, she is the managing member of Taking A Siesta LLC, a real estate rental business. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and governmental entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research to manage custom private accounts and model strategies.

Richard Debruin III is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been associated with Highpoint Advisor Group, LLC and LPL Financial since 2013, and previously worked at New England Securities from 2010 to 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, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing diversified portfolios through fundamental analysis and multiple investment platforms.

Pavlo Yanytskyy is a financial advisor with Highpoint Planning Partners, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Ameriprise and LPL Financial. Outside of advising, he is involved with Opewek Inc as a laborer. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management, utilizing a combination of fundamental analysis and multiple investment platforms.

Joseph Mougette is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work history at Appreciation Financial, Carmax, and Aramark Corp. He is also a licensed independent insurance agent. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus exclusively on individual and HNW investors.

Steven Bruno is a financial advisor with Ausdal Financial Partners, Inc. based in Naperville, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work history includes roles at M. Brown Financial Advisors and Thumbprint, Inc. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a network of investment advisor representatives. The firm offers a range of services including advisor-managed accounts and retirement plan advisory, with investment strategies tailored to clients’ objectives and risk tolerance.

Erin Carter is a financial advisor with Highpoint Planning Partners, holding a Series 66 license and bringing 13 years of industry experience. She has been affiliated with HighPoint Advisor Group, LLC (doing business as OnPath Financial) and LPL Financial 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 provides discretionary asset management, financial planning, retirement plan advisory, and uses a variety of investment approaches including fundamental analysis and third-party platforms to implement portfolios.

Richard Lloyd Jr. is a financial advisor with Highpoint Planning Partners who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has been with Highpoint Advisor Group and LPL Financial since 2014, and he is also president of R. Lloyd & Company, Ltd., a full-service accounting firm he founded in 1980. In addition to his advisory role, he serves as co-trustee of a revocable trust. 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 comprehensive financial planning, constructing client investment policies through fundamental analysis and utilizing a range of investment vehicles and third-party platforms to deliver advisory services.

John Boyer is a financial advisor with Highpoint Planning Partners, holding a Series 66 credential and 24 years of industry experience. He has worked at LPL Financial since 2013 and was previously with Level Four Advisory Services LLC. Boyer also provides investment advisory services through HighPoint Advisor Group, LLC. 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 client investment policies across a range of securities and third-party platforms.

Breanna Coffey is a CFP® with eight years of industry experience, currently serving at Calamos Wealth Management LLC since 2024. She previously worked at Corient Services LLC for six years and Goldman Sachs & Co. LLC for three years. Outside of finance, she owns and operates an Etsy shop specializing in custom-designed clothing and merchandise. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm employs a comprehensive investment process combining asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a diverse range of investment vehicles including equities, fixed income, mutual funds, ETFs, and private investment funds.

Anton Schirmang is a CFP® professional with 12 years of industry experience, currently serving at Calamos Wealth Management LLC. His prior roles include positions at Corient Services LLC, RWA Wealth Partners, Polaris Wealth Advisory Group, Origin Investments, Polaris Greystone Financial Group, and Nuveen Investments. Outside of finance, he owns Salt Fitness North Shore, a group fitness and barre business where he oversees financial operations. 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 emphasizes a structured investment process involving idea sourcing, evaluation, portfolio construction, and monitoring, often integrating affiliated investment vehicles and services.

Richard Lloyd III is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has managed Lloyd Wealth Advisors since 2014 and has been involved with R. Lloyd & Co Ltd, a tax preparation and accounting firm, since 1999. HighPoint Advisor Group serves a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, constructing client portfolios through personal consultations and fundamental analysis across various investment vehicles.

David Fischesser is a financial advisor with Ausdal Financial Partners, Inc. in Wheaton, IL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes positions at OSAIC, American Portfolios Financial Services Inc, and Grove Point Investments, LLC. Beyond advising, he owns Fisch Financial, LLC, which provides tax preparation, bookkeeping, and accounting services, and he serves as board treasurer for the Western DuPage Chamber of Commerce and chairman of the parish council at St. Michael Catholic Church. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory services and integrates multiple custodians and third-party money managers, operating as both a registered investment adviser and broker-dealer.