Kathleen Oconnor is a financial advisor at RMR Wealth Builders, Inc. with 12 years of industry experience. She holds the Series 65 and Series 63 designations. Prior to joining RMR Wealth Builders, she worked at Clearwater Capital Partners, Bank of America, Merrill, LPL Financial LLC, and HPL&S, a subsidiary of First American Bank. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan services, sub-advisory to registered investment companies, and specialized advisory services including annuity management and digital asset programs.

Mark Essenfeld is a CFP® with 21 years of industry experience. He is currently with Soltis Investment Advisors, LLC and previously worked at HUB International, TCG Advisors, and Mass Mutual Investors Services. He serves as Treasurer for the Board of Trustees at Life's Plan Inc., a not-for-profit organization involved in investment-related activities. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, consulting, and retirement plan services.

Michael Lynch is a CFP® credentialed financial advisor with 35 years of industry experience. He is affiliated with HighPoint Planning Partners and has held roles at Highpoint Advisor Group, LLC and LPL Financial. Outside of his advisory work, Lynch also serves as a notary public. HighPoint Advisor Group serves individuals, retirement plans, trusts, charitable organizations, and corporate entities by providing discretionary asset management, financial planning, and retirement plan advisory services. The firm creates client investment policies through personal consultations and implements diversified portfolios using fundamental analysis across various asset classes.

James Taylor is a financial advisor at HighPoint Planning Partners in Naperville, IL, holding a Series 65 designation with four years of industry experience. He has been with HighPoint Advisor Group, LLC, operating as TWG Wealth Partners, since 2016 and was self-employed for one year prior. Outside of advising, he has worked as a ride-sharing driver for Uber and Lyft. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs individualized investment policies with a broad range of asset types and custodial platforms.

David Henderson is a financial advisor with HighPoint Planning Partners in Batavia, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with HighPoint Advisor Group, LLC and LPL Financial since 2016. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations, managing approximately $4.0 billion in client assets. The firm employs fundamental analysis to construct individualized investment policies and utilizes a range of investment vehicles and custodied program solutions, with continuous account monitoring and annual formal reviews.

Joshua Cannata is a financial advisor at Arkadios Wealth Advisors with 9 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Arkadios Wealth Advisors in 2025, Cannata worked at Commonwealth Financial Network for nine years and at Lincoln Hall for two years. Outside of his advisory role, he owns Wind and Wheels, LLC, a vehicle holding company. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of advisory programs and an internal portfolio team called Arkadios Managed Solutions to support customized, discretionary investment management across multiple asset classes.

Stephanie Carreras is a financial advisor at Calamos Wealth Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Signet Financial Management, LLC from 2016 to 2023. 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 with quantitative and qualitative analysis, using a variety of investment vehicles including individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Scott Piggush is a financial advisor with LPL Financial in Bourbonnais, Illinois, holding a Series 66 designation and 19 years of industry experience. He has worked with LPL Financial since 2015 and currently provides investment advisory services through HighPoint Advisor Group, an independent registered investment advisor. LPL Financial serves a broad range of clients including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by in-house research and a large network of investment adviser representatives, delivering customized investment solutions through model portfolios, third-party managers, and discretionary arrangements.

Ronald Shih is a financial advisor at HighPoint Planning Partners with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and Level Four Advisory Services. His outside business activities include ownership interests in several insurance agencies and financial solution firms based in Rosemont, Illinois. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach with a broad range of investment options and custodied program solutions.

Gregory Smith is a financial advisor at IPI Wealth Management, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and Invest Financial Corp. He is also an independent insurance agent in Naperville, IL. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm offers proprietary, risk-based model portfolios managed on a discretionary basis and emphasizes strategic asset allocation combined with active manager oversight.

Martin Campbell is a financial advisor with HighPoint Planning Partners and holds a Series 66 designation. He has 17 years of industry experience and has worked with LPL Financial since 2009 and HighPoint Advisor Group since 2016. Outside of his advisory role, he is the owner of Dirty Chicago Clothing, LLC. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various securities and program solutions.

Marc Poulos is a financial advisor at Calamos Wealth Management LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Great Valley Advisor Group, LPL Financial, and Brookstone Capital Management. 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, and portfolio construction, often utilizing affiliated Calamos Funds and investment vehicles.

Linda Diebold is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc. in Bloomingdale, IL, where she has worked for 27 years. Her industry experience spans 34 years, including roles at Honkamp Krueger Financial Services and her own firm, Diebold & Associates. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, charitable organizations, and businesses. The firm utilizes style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies, working primarily through a network of CPA firms and registered Advisor Representatives.

Mark Rabinovich is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Calamos Wealth Management LLC. He has worked at Calamos Financial Services LLC and Calamos Wealth Management LLC since 2018, and previously spent 14 years at Neuberger Berman, LLC. Calamos Wealth Management LLC offers discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment approach includes customized asset allocation and the use of affiliated investment vehicles, with governance controls and an Investment Committee overseeing portfolio construction and monitoring.

Timothy Dern is a financial advisor at Savvy with six years of industry experience and holds a Series 65 credential. His career includes roles at Maia Wealth, Wealth Watch Advisors, and Hughes and Durn Financial Group, Inc. He is also the owner of Mana Financial Group, LLC, a business marketing life insurance, annuities, and long-term care insurance, and operates 10K Health Products, Inc, which sells herbal products. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm utilizes a primarily index-based, long-term investment approach complemented by active equity portfolios, tax-aware direct indexing, and integrates third-party fintech tools and specialized sub-adviser strategies.

Gerald King is a financial advisor at Pure Financial Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at Fairhaven Wealth Management, LLC since 2015. King is based in Wheaton, Illinois. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s planning-centered investment approach is overseen by an Investment Committee and incorporates tax-aware techniques, diversified portfolios, and the use of sub-advisers for specialized strategies.

Sammy Moy is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2014 and was previously affiliated with Level Four Advisory Services. Moy is involved in several insurance-related business activities through agencies in Rosemont, Illinois. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Mark Geoffrey is a financial advisor at HighPoint Planning Partners with eight years of industry experience. He holds a Series 65 designation and has worked at HighPoint Advisor Group since 2019, following prior roles at Level Four Advisory Services and his own firm, Geoffrey, Johns & Associates, LLC. Outside of his advisory work, he serves as president of Bear Acquisitions, Inc., a machine shop. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in assets and employs a fundamental analysis approach to construct individualized investment policies across various securities and program solutions.

Walid Matariyeh is a financial advisor with HighPoint Planning Partners, holding Series 65 and Series 63 licenses and approximately one year of industry experience. His prior work includes roles at Ernst & Young, RSM, PricewaterhouseCoopers, and several financial services firms. Outside of advisory work, he is a partner in an accounting and tax firm and manages educational businesses focused on teaching children coding. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, and corporate entities, offering discretionary asset management and financial planning services. The firm constructs investment policies through personal consultations and implements portfolios using fundamental analysis across a range of securities and platforms.

Christopher Ferraro is a financial advisor with HighPoint Planning Partners and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including previous roles at Northern Trust Securities, Wells Fargo Clearing, and JP Morgan Securities. Ferraro is dually registered with HighPoint Advisor Group, LLC, and LPL Financial, conducting the majority of his work as an Investment Advisor Representative. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in assets and employs a fundamental analysis approach to construct individualized investment policies across various asset types, with continuous account monitoring and formal annual reviews.