Phillip Smolinski is a financial advisor with Pure Financial Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Fairhaven Wealth Management, IHT Wealth Management, Fidelity Brokerage Services, UBS Financial Services, and Ameriprise. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a financial-planning-centered approach rooted in academic frameworks and continuous planning through its Foundation Financial Plan process.

Natasha Titova is a financial advisor at HighPoint Planning Partners with 20 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at J.P. Morgan Securities and LPL Financial. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, offering discretionary asset management, financial planning, and retirement plan advisory. The firm utilizes fundamental analysis and a wide range of investment options, including mutual funds, ETFs, individual securities, and third-party platforms, to construct and manage client portfolios.

Adam Naser is a financial advisor with Advisory Alpha, LLC, holding a Series 65 designation and two years of industry experience. He previously worked at Brookstone Wealth Advisors, Gradient Advisors, AE Wealth Management, and O'Connor Wealth Management. Naser is also a co-owner and investment advisor representative at Naser & O'Connor Wealth Management. Advisory Alpha is an SEC-registered advisory firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds approach through a centralized Investment Team and serves as a subadvisor and co-advisor to other registered investment advisers.

Jennifer Taylor is a CFP® professional with 30 years of industry experience and currently serves at Pure Financial Advisors, LLC. Her prior roles include positions at Fairhaven Wealth Management, LLC and Fidelity, where she worked for over 25 years in various capacities. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and manages portfolios primarily on a discretionary basis across a range of asset classes and strategies.

Emilija Ilic is a financial advisor at Mission Wealth Management, LP with one year of industry experience. She holds a Series 65 designation and has prior experience at Krd Ltd, Byline Bank, BG 011 LLC, and the Law Offices of Lee Steinberg. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized financial planning, investment management, and consulting services. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning through a tailored approach that utilizes a mix of internal and third-party management.

Anthony Lavarda is a financial advisor with World Equity Group, Inc. in Naperville, IL, holding a Series 63 designation and 40 years of industry experience. He has been with World Equity Group since 2009. Outside of his advisory role, he founded St Raphael Lame Ducks, a prayer and social service group. World Equity Group provides fee-based investment advisory and financial planning services to a broad client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Jeffrey Menough is a CFP® professional with 34 years of experience in the financial industry. He has been with Highpoint Planning Partners since 2013 and also maintains a longstanding affiliation with LPL Financial beginning in 2010. Menough has established a home-based business entity for tax and investment purposes that he manages with limited monthly time commitment. Highpoint Planning Partners serves a diverse clientele including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides asset management, financial planning, retirement plan advisory, and utilizes a range of investment vehicles and third-party platforms to deliver tailored advisory services.

Bradley Karkula is a CFP® with 17 years of experience in the financial services industry. He is currently with Calamos Wealth Management LLC and Calamos Financial Services LLC, having previously worked at Citibank, Morgan Stanley, and J.P. Morgan in various capacities. 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 rigorous idea sourcing, evaluation, and portfolio construction, often utilizing affiliated Calamos Funds and investment vehicles within a comprehensive governance framework.

Christopher Peterson is a financial advisor at Highpoint Planning Partners with two years of industry experience. He holds a Series 66 designation and previously worked for St. Charles Bank & Trust Company N.A. for ten years before joining Highpoint Advisor Group and LPL Financial in 2024. Highpoint Advisor Group serves 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 investment policies through personal consultations and implementing portfolios using fundamental analysis across a range of securities and third-party platforms.

Callie Just is a financial advisor with HighPoint Planning Partners and holds a Series 66 credential. She has nine years of industry experience, including prior roles at PPM America, Inc., Jackson National Life Distributors LLC, and Merrill. Outside of her advisory work, she owns Just Chic LLC, an event design and planning business. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages a wrap-fee program, constructing client portfolios through fundamental analysis across various investment vehicles.

Joseph Fortunato is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding the CFP® and ChFC® designations and securities licenses Series 63 and 66. He has 21 years of industry experience and previously worked at firms including Vantage Financial Partners Limited, HighTower Advisors LLC, and Guardian Life. 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 uses a diversified investment approach including mutual funds, ETFs, equities, debt securities, REITs, options, and third-party platforms.

Michael Smith is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with HighPoint Planning Partners since 2016 and has been affiliated with LPL Financial since 2015. HighPoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, implementing portfolios through personal consultations and fundamental analysis across various asset classes, while utilizing third-party and LPL-sponsored platforms to provide consolidated advisory services.

Jonathan Miller is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Verity Asset Management and Appreciation Financial. Outside of advisory work, he is involved with ERC Specialists, LLC, providing business consulting services to owners in Bartlett, IL. Encompass More Asset Management LLC offers discretionary portfolio management, financial planning, and retirement model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers, managing a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Michael Rohrwasser is a CFP® with 39 years of experience in the financial industry. He is currently with Highpoint Planning Partners and was previously with VANTAGE FINANCIAL PARTNERS Limited for 35 years. Highpoint Planning Partners 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 range of investment vehicles and third-party platforms to implement client portfolios.

Joseph Esposito Jr. is a financial advisor at VestGen Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Commonwealth Financial Network, Ek&A, and Mass Mutual Investors Services. In addition to his advisory role, he is involved in fixed insurance products. VestGen Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and serves a diverse client base that includes other investment advisors and institutional clients.

John Davila is a financial advisor with HighPoint Planning Partners who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been associated with HighPoint Advisor Group, LLC (DBA TWG Wealth Partners) since 2016 and LPL Financial since 2009. Outside of his advisory roles, he operates John M. Davila and Associates LLC, which processes securities and non-variable insurance business. 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 wrap-fee program management, implementing portfolios through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

Bradley Rist is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial LLC, Mesirow Financial Inc., Lincoln Financial Distributors, and Keeley Asset Management Corp. He serves as co-secretary on the Parent Teacher Organization board for Horace Mann Elementary in Oak Park, IL. HighPoint Planning Partners serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary asset management and financial planning services, constructing personalized investment policies and implementing portfolios across multiple asset classes using fundamental analysis.

Mark Powell is a CFP® with 25 years of industry experience, currently serving as an advisor at Highpoint Planning Partners since 2014. He is also registered with LPL Financial and has a background primarily with Highpoint Advisor Group, doing business as OnPath Financial Group. Outside of his advisory work, he is involved with MP Financial Solutions Holdings, LLC for non-investment related purposes and holds a notary role. Highpoint Planning Partners serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, utilizing fundamental analysis and multiple investment platforms to tailor portfolios.

Daniel Tresemer is a CFP® professional affiliated with HighPoint Planning Partners, with 29 years of experience in the financial services industry. He has been associated with LPL Financial since 2007 and has held roles at HighPoint Advisor Group, LLC, including co-managing partner and branch manager of OnPath Financial. Tresemer is also involved with OnPath Outreach, a for-profit board dedicated to charitable service initiatives. HighPoint Advisor Group serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers a range of services such as discretionary asset management, financial planning, retirement plan advisory, and utilizes various investment platforms and strategies tailored to client needs.

Leslie North is a financial advisor at HighPoint Planning Partners with 15 years of industry experience. She holds the CFP® and Series 66 designations and has worked at LPL Financial, LLC since 2013, alongside her role at HighPoint Advisor Group, LLC (DBA: Stonebridge Wealth Advisors) since 2012. HighPoint Advisor Group serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and employs a fundamental analysis approach to portfolio construction across various asset classes.