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.

Heather Corley is a financial advisor with HighPoint Planning Partners, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at HighPoint Advisor Group since 2021 and previously held roles at LPL Financial, Trapp Financial, and Brookstone Capital Management. In addition to advising, she provides administrative support to HighPoint Advisor Group. 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, using a diversified investment approach that includes mutual funds, ETFs, individual securities, REITs, options, and third-party platforms.

Kimberly Taylor is a financial advisor at HighPoint Planning Partners with 18 years of industry experience. She holds the Series 66 designation and previously worked at VANTAGE FINANCIAL PARTNERS Limited from 2006 to 2024. 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 client assets and uses fundamental analysis to construct individualized investment policies across various asset classes, offering both ongoing wealth management and stand-alone planning services.

John Vandervoorn is a financial advisor with HighPoint Planning Partners in Geneva, IL. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to joining HighPoint Planning Partners in 2021, he worked at Level Four Advisory Services and LPL Financial. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension and profit-sharing 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 asset classes.

Steven Kellar is a CFP® with 33 years of industry experience, currently affiliated with HighPoint Planning Partners and LPL Financial. His prior roles include positions at IHT Wealth Management, Sheridan Road, and Independent Financial Partners. He is also a licensed insurance agent involved in insurance sales and implementation on a limited basis. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across a range of asset types.

Kyle Mcbroom is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Level Four Advisory Services, LPL Financial, and Opus Wealth Management Group. Outside of his advisory work, he is associated with Bigdog Dadddy LLC, a business entity used for tax and investment purposes. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to a diverse client base, including individuals, families, business entities, and charitable organizations. The firm uses a team approach and multiple analytical methods to tailor advice and offers a range of programmatic solutions alongside educational seminars and subscription-based planning services.

Kyle Harper is a financial advisor at Good Life Advisors, LLC in Lisle, IL, holding the ChFC® and Series 66 credentials with 14 years of industry experience. He previously worked at Level Four Advisory Services, LLC, Opus Wealth Management Group, and LPL Financial, LLC. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach with multiple analysis methods and continuous account supervision to tailor advice and offers access to various programmatic solutions and educational seminars.

Paris Karasso is a financial advisor with Calamos Wealth Management LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Calamos Wealth Management since 2019 and previously at Calamos Investments LLP from 2014 to 2019. Karasso serves on the Board of Directors for the American University of Greece Foundation, providing oversight of the Foundation’s investments. Calamos Wealth Management LLC offers discretionary wealth management and institutional advisory services primarily to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment process includes customized asset allocation and ongoing portfolio monitoring, leveraging an affiliated ecosystem that includes multiple investment vehicles and trust services.

Jenna O'Connell is a financial advisor with HighPoint Planning Partners, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2016 and joined HighPoint Advisor Group in 2024. 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 a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.

Haskel Weiss is a financial advisor at HighPoint Planning Partners with four years of industry experience. He holds a Series 65 designation and has been with HighPoint Advisor Group since 2021. Outside of his advisory role, he serves as President of TWG Benefits, Inc., a non-investment related business he has been involved with since 1995. 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 billion in client assets and employs a range of investment strategies and custodial platforms to construct individualized portfolios.

Dimitar Tanchev is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at Calamos Wealth Management LLC since 2019 and previously spent three years at Nextcapital. 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 emphasizes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring using a diversified mix of securities and funds.

Brett Pawelkiewicz is a financial advisor at HighPoint Planning Partners with 11 years of industry experience. He holds the Series 66 designation and has worked previously at firms including LPL Financial, Northwestern Mutual, Redwing Financial, and The Lighthouse Institute. He also provides administrative support to HighPoint Advisor Group, an independent investment advisor firm. HighPoint Advisor Group offers discretionary asset management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. 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.

Andrew Keppy is a financial advisor with HighPoint Planning Partners, holding a Series 66 designation and 24 years of industry experience. He has worked at HighPoint Advisor Group since 2021, previously at Level Four Advisory Services for eight years, and has been affiliated with LPL Financial for 14 years. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. 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.

Brian Lee is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and The Prudential Insurance Company of America. Lee is also a full-time sales agent at Western & Southern Life. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring third-party money managers, with supplemental recommendations of individual securities based on fundamental analysis.

Gary Richied is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding a Series 66 designation and one year of industry experience. He has previously worked at LPL Financial and HighPoint Advisor Group, LLC, and has a background including roles at Reebie Storage and Moving and Fenwick High School. Outside of advising, he is involved with Hot Water History, a podcast and blog focused on historical topics, where he also contributes as an author and speaker. 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 billion in client assets, employing individualized investment policies that utilize fundamental analysis across a variety of securities and managed solutions.

Eduardo Sordo is a CFP® with 25 years of industry experience, currently serving at Calamos Wealth Management LLC since 2021. His prior roles include positions at Calamos Financial Services LLC, The Vanguard Group, and Fidelity Investments. He is a trustee and chair of the investment committee for the George Snow Scholarship Fund, a nonprofit organization supporting college graduation for students in South Florida. 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 employs a structured investment process and frequently utilizes affiliated Calamos Funds and sub-advisers while maintaining governance controls and multiple affiliated investment vehicles.

Jeffery Harper is a CFP® professional with 36 years of industry experience currently affiliated with LPL Financial in Lisle, IL. He has worked at Good Life Advisors, LLC since 2021 and previously held roles at Level Four Advisory Services, LLC and Opus Wealth Management Group. Outside of his advisory work, he oversees the raising and selling of cattle on a farm he owns. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Marc Horner is a CFP® with 25 years of industry experience currently working at Pure Financial Advisors, LLC. He has previously worked at Fairhaven Wealth Management, LLC and Triad Advisors, Inc. Outside of advising, he is president of HighTide Media LLC, which focuses on financial education and produces licensed video content under the trademark "Million Dollar Cup of Coffee." Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and retirement plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory and tax-aware strategies.

Richard Gotterer is a CFP® professional with 15 years of industry experience, currently serving at Calamos Wealth Management LLC since 2015. He holds a Series 65 license and is based in Naperville, IL. 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 employs a structured investment process overseen by an Investment Committee and often utilizes affiliated Calamos Funds and sub-advisers while maintaining governance controls and disclosure practices.

Charles Baier is a CFP® and ChFC® with 20 years of experience in the financial services industry. He has worked at Good Life Advisors, LLC since 2021 and previously held roles at Level Four Advisory Services, LPL Financial, and Opus Wealth Management Group. In addition to his advisory work, Baier is a commissioned notary. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to tailor advice, offering discretionary and non-discretionary portfolio management alongside educational seminars and access to various third-party programs and custodial platforms.