Suman Sachdeva is a financial advisor at BFC Planning, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at BFC Planning since 2017, alongside roles at Securities Management and Research, Inc. and Broker Dealer Financial Services. He serves as treasurer for the Raj & Suman Sachdeva Foundation, a charity organization. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services using a range of platforms and strategies tailored by its advisors.

Raymond Velasco Sr. is a financial advisor at Kovack Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kovack Advisors since 2019, following prior roles at Opus Wealth Partners and LPL Financial. Velasco also owns RVS Wealth Management, an investment advisory business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally developed models and third-party managers to implement client portfolios.

Arijan Arslani is a CFA® charterholder currently with Calamos Wealth Management LLC, where he has worked since 2025. Prior to joining Calamos, he spent eight years at Busey Wealth Management and five years at Rich's Family Restaurant. He serves as a Chapter Executive for the Chartered Alternative Investment Analyst Association’s Chicago Chapter, helping to plan networking and educational events. 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, portfolio construction, and ongoing monitoring, with a notable affiliated ecosystem that includes multiple investment vehicles and trust services.

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.

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.

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.

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 13 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Citigroup and J.P. Morgan in various capacities. Hoffmann is based in Naperville, Illinois. 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 idea sourcing, quantitative and qualitative evaluation, portfolio construction, and ongoing monitoring, with a notable affiliated ecosystem that includes multiple investment vehicles and trust services.

Tony Oommen is a financial advisor at Calamos Wealth Management LLC with 15 years of industry experience. He holds the CFP® designation and Series 63, 65, and 66 licenses. Prior to joining Calamos Wealth Management, he worked at Fidelity Investments and Fidelity Charitable. He serves on the boards of the Chicago Estate Planning Council and the DuPage County Estate Planning Council and volunteers on the development and advisory board for Greenhouse Scholars. 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 approach combines asset allocation, quantitative and qualitative evaluation, and ongoing monitoring across a range of investment vehicles, including pooled funds managed or sponsored by Calamos.

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 with ON Investment Management Company in Lisle, IL, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, Kestra Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advisory work, he volunteers with American Medicare Disability Advocates, a nonprofit assisting individuals on disability with Medicare. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary strategies, often through third-party programs and dual-registration broker-dealer arrangements.

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 CFP®-credentialed financial advisor with 16 years of industry experience. He is currently with VestGen Advisors, LLC and has held roles at Fountain Wealth Management, Raymond James Financial Services, and several other firms. Evans is also associated with Mohns & Haller Inc. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for roughly 22,790 clients across 53 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services, using a blend of fundamental, technical, and quantitative analysis, and serves a diverse client base including institutional investors.

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.

Sydney Lukatsevich is a CFP® with eight years of industry experience, currently serving at Calamos Wealth Management LLC. Her prior experience includes roles at Mowery & Schoenfeld Wealth Management, Mutual of Omaha Advisors, AXA Advisors, and Morgan Stanley. 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 involves asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Kurtis Hagemann is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at Advisors' Pride and LPL Financial. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Charles Weidenbach is a financial advisor at Calamos Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at EY and US Bank. 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, with an investment approach that incorporates asset allocation, quantitative and qualitative evaluation, and a mix of individual securities and funds.

Jennifer Prosise is a financial advisor with Capital Analysts in Joliet, IL, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. She has worked with Lincoln Investment Planning and The Voyager Group since 2007. Outside of her advisory role, she serves as Vice President of the National Tax-Deferred Savings Association and Treasurer on the board of the Estate Planning Council of Joliet. Capital Analysts serves a diverse client base, including individual investors, retirement plans, and institutional clients, providing discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary screening tools. The firm maintains close affiliations with Lincoln Investment and offers a range of advisory services alongside various outside business activities.

Christopher Jahntz is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Mid America Financial Inc since 1989 and Harvest Investment Services, LLC from 2012 to 2018. Outside of financial services, Jahntz is involved in music production and performance as a recording artist and producer. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, utilizing a combination of third-party money managers and individual securities to implement discretionary portfolio strategies.

Frank Vandy is a financial advisor at Spire Wealth Management, LLC in Aurora, IL, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously worked at LPL Financial for 10 years before joining Spire Investment Partners in 2021. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a diverse range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm offers financial planning, manager-of-managers programs, and access to separately managed portfolios, supported by proprietary risk overlays through its affiliate Corbett Road Capital Management.