Gerald King is a financial advisor at Pure Financial Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Goldman Sachs Wealth Services and Fairhaven Wealth Management. Pure Financial Advisors, LLC serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm applies academic investment frameworks and offers specialized services such as pension consulting and donor-advised fund management.

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.

Karoline O'Connor is a financial advisor with Gladstone Wealth Partners in Schaumburg, IL, holding Series 63 and Series 65 credentials and nearly three decades of industry experience. Her prior roles include 14 years at UBS Financial Services and five years at LPL Financial. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of investment approaches and is notable for its integration of retirement plan services and institutional manager relationships.

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 at Calamos Wealth Management LLC with 12 years of industry experience. He has worked at Calamos Wealth Management since 2019 and previously at Calamos Investments LLP from 2014 to 2019. Karasso holds the Series 63 and Series 65 designations. He serves on the Board of Directors for the American University of Greece Foundation, where he provides independent oversight of the foundation’s investments. 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 approach combines asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a variety of investment vehicles including individual equities, fixed income, mutual funds, ETFs, and private investment funds.

David Millington is a financial advisor with Gladstone Wealth Partners in Schaumburg, IL, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including 14 years at UBS Financial Services and five years at LPL Financial. Outside his advisory roles, he is involved with Jigsaw National LLC, a non-investment related business entity. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches ranging from individual securities to tax-managed strategies and alternative investments.

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.

Christopher Sagan is a CFP® professional with 13 years of industry experience. He is affiliated with Gladstone Wealth Partners in Schaumburg, IL, where he has worked since 2021. His prior experience includes positions at UBS Financial Services. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with investment approaches tailored at the advisor level.

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.

Eduardo Sordo is a CFP®-designated financial advisor at Calamos Wealth Management LLC with 26 years of industry experience. His prior roles include positions at Fidelity Investments, The Vanguard Group, UBS Financial Services, and Wells Fargo Clearing. He serves as a trustee and chair of the investment committee for the George Snow Scholarship Fund, a nonprofit supporting college graduation for hardworking students in South Florida. 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 incorporates asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a mix of individual securities, mutual funds, ETFs, and private investment funds.

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® professional with 25 years of industry experience, currently serving at Pure Financial Advisors, LLC. His prior roles include positions at Fairhaven Wealth Management, Triad Advisors, UBS Financial Services, and Merrill. Outside of advising, he is president of HighTide Media LLC, a financial education company that produces licensed video content under the trademark "Million Dollar Cup of Coffee." 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 offers comprehensive planning and discretionary portfolio management services.

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.

Christopher Jerin is a financial advisor with Calamos Wealth Management LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Calamos Wealth Management and its affiliated firms since 2010, with a brief tenure at Beacon Pointe Advisors from 2019 to 2022. 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 approach combines asset allocation, quantitative and qualitative evaluation, and a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

William Hickerson is a CFP® professional with 35 years of industry experience. He has been with Advance Capital Management Inc. since 2000. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and endowments, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses an Investment Committee to guide decisions, offers a range of strategies including direct indexing and crypto-related investments, and operates with a referral-driven distribution model.

Robert Sweas is a CFP® professional with 17 years of industry experience. He is currently with Lifeworks Advisors, LLC and has previously worked at Arete Wealth Advisors, Ausdal Financial Partners, and operated his own firm, Sweas Financial Services, LLC. Outside of advising, he performs independent auditing services without compensation and is involved in life, health, and accident insurance sales on a commission basis. Lifeworks Advisors serves individuals, charitable organizations, trusts, retirement plans, and businesses with wealth management, financial planning, and portfolio management. The firm uses both planning-based and risk-based investment approaches, incorporates quantitative and fundamental analysis, and offers integrated tax and insurance services through affiliated entities.

Teresa Young is a financial advisor with First Advisors National, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at W&S Brokerage Services, Western Southern Life, Alliant Credit Union, and LPL Financial. She volunteers as a tax preparer and quality examiner for Ladder Up in Chicago, assisting low-wage earning families with pro bono tax preparation. 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 emphasizes manager selection and tactical allocation, utilizing fundamental analysis and formal annual reviews to guide its investment process.

Brandon Lilly is an advisor at Highpoint Planning Partners with Series 63 and Series 65 credentials and three years of industry experience. He has worked at LPL Financial, J.P. Morgan Securities, and DeRose Financial Planning Group. Prior to his financial advisory career, he spent several years at Advocate Christ Medical Center. 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 manages wrap-fee programs, implementing portfolios through fundamental analysis and a range of investment vehicles.

Matthew Frederick is a financial advisor with Pure Financial Advisors, LLC in Wheaton, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Pacific Life Insurance Company, UBS Financial Services, and Merrill. He also holds life and health insurance licenses. 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 emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.