Caleb Svoboda is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Heritage Living Trust. He is also a licensed insurance agent, selling life, disability, and long-term care insurance, and serves as a financial planner with Winfield Wealth Advisors LLC. HBW Advisory Services manages approximately $1.75 billion in client assets and provides a range of financial services including discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charities, and institutional clients. The firm uses a blended investment approach involving third-party money managers, tactical asset allocation, and multi-manager diversification, and offers services such as sub-advisory arrangements and online wrap-fee portfolios through Betterment Institutional.

Christopher Sexton is a financial advisor with American Century Investments Private Client Group, Inc., holding the Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior work includes roles at First Analysis Securities Corporation and E*TRADE Securities LLC. He currently serves with the Illinois High School Association in addition to his advisory work. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services primarily to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios called American Century Strategies, focusing on strategic asset allocation and predominantly investing clients in proprietary mutual funds and ETFs.

John Wills is a CFP® professional with 15 years of industry experience, currently serving at Highpoint Planning Partners. He has held roles at HighPoint Advisor Group, LPL Financial, and Level Four Advisory Services. Outside of his advisory work, he is also active as a musician. HighPoint Advisor Group serves a diverse clientele including high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, comprehensive financial planning, and retirement plan advisory, employing fundamental analysis and a variety of investment vehicles to tailor portfolios.

Joseph Weidenbach is a financial advisor with Calamos Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Calamos in 2022, he spent a decade at U.S. Bancorp Investments, Inc. and U.S. Bank. He serves as a trustee for the University of Dayton and is a board member of the Naperville Development Partnership. 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 a combination of quantitative and qualitative evaluation, portfolio construction, and ongoing monitoring, with a notable affiliated ecosystem that includes various investment vehicles and trust services.

Thea Reynolds is a financial advisor at Ausdal Financial Partners, Inc. in Aurora, Illinois, with 24 years of industry experience. She holds a Series 66 designation and has been with Ausdal since 2009. Outside of her advisory role, she is the sole proprietor and president of Budget in a Binder, a business focused on teaching and counseling individuals on budgeting and living within their means. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of investment strategies across discretionary and non-discretionary accounts, combining advisory, brokerage, and insurance services.

Trent Warren is a CFP® professional with 21 years of industry experience. He is currently with Pure Financial Advisors, LLC and has previously worked at Fairhaven Wealth Management, Triad Advisors, Inc., Ford Wealth Management LLC, LPL Financial, and Merrill. Warren is also involved in fixed annuity and life insurance sales through Ash Brokerage and Penn Mutual. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management utilizing academic investment frameworks and emphasizes continuous planning through its Foundation Financial Plan process.

Stephen Rossi is a financial advisor at Calamos Wealth Management LLC in Naperville, IL, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America, and Merrill. Calamos Wealth Management offers 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 diversified vehicle selection, utilizing a mix of individual securities, mutual funds, ETFs, and private investment funds.

Kathleen Oconnor is a financial advisor with RMR Wealth Builders, Inc. in Geneva, IL, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. Her prior roles include positions at Clearwater Capital Partners, Bank of America, Merrill, LPL Financial, HPL&S, and Plexus Financial Services. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individual, retirement plan, and institutional clients. The firm offers a range of services including portfolio management, financial planning, retirement plan fiduciary support, and specialist advisory options such as 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® professional with 35 years of experience in the financial services industry. He is currently with Highpoint Planning Partners and has a history of working with Highpoint Advisor Group, LLC, LPL Financial, LLC, and operates his own entity, Mike Lynch, Inc. Lynch holds Series 63 and Series 65 licenses and has been active in these roles since at least 2009. He is also a commissioned notary public. 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 manages wrap-fee programs, employing fundamental analysis and a range of investment vehicles including mutual funds, ETFs, equity and debt securities, REITs, and options.

James Taylor is a financial advisor with Highpoint Planning Partners in Downers Grove, IL. He holds a Series 65 designation and has four years of industry experience. Prior to joining Highpoint, he was self-employed for one year and has been associated with HighPoint Advisor Group, LLC D/B/A TWG Wealth Partners for ten years. Outside of his advisory work, he has engaged in ride-sharing services as a driver for Uber and Lyft. Highpoint Planning Partners 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 other consulting services, employing fundamental analysis and a variety of investment vehicles across multiple platforms.

David Henderson is a financial advisor at HighPoint Planning Partners with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with HighPoint Planning Partners and LPL Financial since 2016. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management, utilizing fundamental analysis and a range of investment vehicles to construct client portfolios.

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 in 2025, he worked at Commonwealth Financial Network for nine years and spent five years at Columbia College Chicago. Outside of advisory work, he is the owner of a vehicle holding company. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through a variety of managed account solutions, combining fundamental, technical, and cyclical investment analysis.

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 at HighPoint Planning Partners with 19 years of industry experience. He holds a Series 66 designation and has worked at HighPoint Advisor Group since 2018 and LPL Financial since 2015. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, and retirement plan advisory, constructing client investment policies through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

Ronald Shih is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior affiliations include LPL Financial, Level Four Advisory Services, New England Securities, and Osaic FA, Inc. He is also involved in fixed insurance sales through multiple agencies in Rosemont, Illinois. 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 acts as sponsor of a wrap-fee program, employing fundamental analysis and multiple platform solutions to construct and implement client investment policies.

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, holding a Series 66 credential and 18 years of industry experience. He has worked at HighPoint Advisor Group since 2016 and LPL Financial since 2009. Outside of his advisory work, he is the owner of Dirty Chicago Clothing, LLC, a clothing business. HighPoint Advisor Group serves 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 acts as sponsor and manager of wrap-fee programs, utilizing a range of securities and third-party platforms to implement client investment policies.

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.

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.