Stephen Visser is a financial advisor with Highpoint Planning Partners in Naperville, IL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Highpoint Planning Partners, doing business as Onpath Financial, since 2013 and has been associated with LPL Financial since 2006. Highpoint Planning Partners 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 manages wrap-fee programs, implementing investment strategies through a combination of fundamental analysis and diversified portfolio construction across multiple asset types.

Kyle Rohrwasser is a financial advisor at HighPoint Planning Partners with four years of industry experience. He has previously worked at firms including Vantage Financial Partners Limited, Ameriprise Financial Services, and Northwestern Mutual. 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 acts as sponsor and manager of a wrap-fee program, implementing portfolios using fundamental analysis across a range of investment types.

Terrence Hawkins is a financial advisor at Trajan Wealth, L.L.C. with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Brinker Capital, Halo Investment Services, Halo Securities, Sentinus, and Morningstar Investment Services. In addition to his advisory role, he is involved in insurance sales, working approximately 40 hours per month offering various insurance products. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, retirement and tax planning, and access to alternative investments, with an investment approach tailored to client objectives and informed by fundamental, technical, and cyclical analysis.

Joel Riley is a CFP® professional with 13 years of experience and currently serves with Highpoint Planning Partners in Downers Grove, IL. He has been with the firm, operating as Black Diamond Planners, since 2013. 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 acts as sponsor and manager of a wrap-fee program, implementing portfolios through fundamental analysis and diversified allocations across various asset classes.

Connie Heier is a CFP® and Series 66-licensed financial advisor with 25 years of industry experience. She has worked with Focus Financial since 2016 and previously held roles at Moser & Heier Financial Solutions and Moser & Heier CPA Inc., where she maintains a shareholder position. In addition to her advisory work, she is involved in tax preparation and planning services through Moser & Heier CPA Inc. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advisory services, combining portfolio management, asset allocation, and alternative investments with coordination of estate planning and legal or tax professionals.

Erin Moriarity is a financial advisor at Root Financial Partners with a Series 65 designation. Although new to the industry, she has been involved with Root Financial Partners since 2026 and has prior experience with several businesses including Superior Dental Partners and Elevate Billing Solutions. She also runs a financial education platform called Erin Talks Money. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement plans. The firm emphasizes diversified, passive investment strategies tailored to client objectives and risk tolerance, and offers educational programs alongside its advisory services.

Nicholas Schaben is a financial advisor at CreativeOne Securities, LLC with a Series 65 designation and less than one year of industry experience. His prior roles include positions at Wallstreet Group Advisors LLC/Acrisure and Carbliss. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to proprietary and third-party advisory platforms.

John Sianis is a financial advisor at Calamos Wealth Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Calamos Advisors LLC since 2019 and Calamos Wealth Management LLC since 2010. 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 an investment process that emphasizes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, using a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

Sarah Jane Hoffmann is a financial advisor at Calamos Wealth Management LLC with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Citigroup and J.P. Morgan Securities. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth clients, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment approach combines asset allocation, quantitative and qualitative evaluation, and ongoing monitoring across a variety of investment vehicles, including individual securities, mutual funds, and private funds.

Tony Oommen is a CFP® professional with 15 years of industry experience, currently serving at Calamos Wealth Management LLC. His prior roles include positions at Fidelity Investments, Fidelity Charitable, Fifth Third Securities, and other firms. He serves on the boards of the Chicago Estate Planning Council and the DuPage County Estate Planning Council, and volunteers with Greenhouse Scholars. 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 the use of individual securities, mutual funds, ETFs, and private investment funds, with a focus on affiliated fund management and specific conflict-mitigation policies.

Barbara Moser is a CFP® with 28 years of industry experience. She works at Focus Financial and previously was involved with Moser & Heier Financial Solutions and Moser & Heier CPAs, Inc., where she provides tax services and financial planning. Outside of her advisory roles, she serves as a trustee for a living trust with her husband. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, and corporate entities, offering personalized investment advisory services that range from portfolio management to estate planning coordination.

Andrew Sezonov is a financial advisor at HighPoint Planning Partners with two years of industry experience. He holds a Series 65 designation and has worked at LPL Financial and HighPoint Advisor Group, LLC. Prior to his advisory roles, he was employed at Wheaton Academy. 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 consulting services, utilizing a personalized investment process that incorporates fundamental analysis and diverse asset allocations.

Scott Poulin is a financial advisor with Calamos Wealth Management LLC, holding a Series 65 designation and 16 years of industry experience. He has been with Calamos Wealth Management since 2015. 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’s investment process emphasizes asset allocation, quantitative and qualitative evaluation, vehicle selection, and ongoing monitoring, using a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

David Nelson is a financial advisor at Ausdal Financial Partners, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including The O.N. Equity Sales Company and Ohio National Financial Services. In addition to his advisory role, he volunteers with American Medicare Disability Advocates, a nonprofit organization assisting people with disabilities in navigating Medicare. Ausdal Financial Partners manages assets for individuals, trusts, estates, retirement plans, and businesses, offering a range of investment advisory and financial planning services tailored to client objectives and risk tolerance. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, providing access to multiple custodians and integrated third-party money managers.

Davis Baker is a financial advisor at HighPoint Planning Partners with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial LLC, Cambridge Investment Research, and The Ameriflex Group. Outside of advising, he is also an independent insurance agent. 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 sponsors a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.

John Bivens is a financial advisor with Latitude Advisors, LLC in Yorkville, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Latitude Advisors and Gwn Securities Inc. since 2010. Outside of his advisory role, he owns Box2 Packaging, LLC, a packaging distribution business. Latitude Advisors serves individuals, high-net-worth clients, and institutional clients including pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio management using valuation-driven and momentum-based models, third-party manager selection, and pension consulting, with an emphasis on continuous monitoring and tailored investment strategies.

Matthew Evans is a financial advisor at VestGen Advisors, LLC with 16 years of industry experience. He holds the CFP® designation and the Series 66 license. His prior experience includes roles at Raymond James Financial Services and Fountain Wealth Management. VestGen Advisors serves a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationships with centralized portfolio management and utilizes third-party managers and proprietary funds as part of its investment approach.

Jeffrey Holmes is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Wunderlich Securities, Inc./B. Riley Wealth Management and Stifel Nicolaus & Co Inc. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services, combining individualized planning with discretionary or non-discretionary account management through firm-managed portfolios and third-party programs.

Gerran Batterberry is a CFP® professional with 21 years of industry experience, currently affiliated with HighPoint Planning Partners. He has held roles at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and TD Ameritrade. Outside of his advisory work, he has experience in flight training. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary asset management and financial planning, utilizing fundamental analysis and multiple investment platforms to implement customized portfolios.

Oduardo Periu is a financial advisor at Interactive Financial Advisors with 24 years of industry experience. He has been with Interactive Financial Advisors since 2005 and previously worked at Citgo for over three decades. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and primarily uses ETFs and mutual funds, applying Modern Portfolio Theory and fundamental analysis in its investment approach.