James Keller is a CFP® with 20 years of industry experience, currently serving as an advisor at HighPoint Planning Partners. He has been with HighPoint Planning Partners since 2013 and has worked with LPL Financial since 2008. HighPoint Planning Partners serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary asset management, retirement plan advisory, and uses a varied investment approach that includes fundamental analysis and multiple platform offerings.

Christopher Jerin is a financial advisor with Calamos Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Calamos Wealth Management and its affiliated entities since 2010, with a three-year period at Beacon Pointe Advisors, LLC. 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 leverages its affiliated ecosystem, including various investment vehicles and trust services.

Scott Steiner is a CFP®-certified financial advisor with 23 years of industry experience. He has worked at Calamos Wealth Management LLC and Calamos Financial Services LLC since 2018 and previously spent three years with Raymond James & Associates, Inc. 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 includes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a broad range of investment vehicles including individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Sean O’Shea is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial and Highpoint Advisor Group, LLC. He has worked with LPL Financial since 2012 and began providing advisory services through Highpoint Advisor Group in 2025. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team and flexible delivery options tailored to client needs.

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.

John Duckworth is a CFP® and Series 66 credentialed advisor with 13 years of experience. He has been with HighPoint Planning Partners, doing business as Black Diamond Planners, since 2013. 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 utilizes fundamental analysis to construct individualized investment policies, employing a range of investment vehicles and custodial program solutions.

Robert Sweas is a Certified Financial Planner® with 17 years of industry experience. He is currently with Lifeworks Advisors, LLC and has previously worked at firms including Arete Wealth Advisors and Ausdal Financial Partners. In addition to his advisory work, he has performed independent auditing services on a volunteer basis and is involved in life, health, and accident insurance sales. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and businesses, offering financial planning, wealth management, and retirement plan advisory services. The firm employs a planning-based and risk-focused investment approach using diversified funds, third-party managers, and a combination of quantitative and fundamental analysis, supported by proprietary technology and integrated tax and accounting capabilities.

Brandon Lilly is a financial advisor with HighPoint Planning Partners in St. Charles, IL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at LPL Financial, J.P. Morgan Securities, and DeRose Financial Planning Group. 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.

Matthew Frederick is a financial advisor with Pure Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Pacific Life Insurance Company. He is also licensed in life and health insurance. 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 pension and profit-sharing plans. The firm’s investment approach is planning-centered and overseen by an Investment Committee, incorporating modern portfolio theory, tax-aware strategies, and the use of sub-advisers for specialized investment sleeves.

Clayton Saltijeral is a financial advisor with Copeland Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His work history includes roles at Vigilant Distributors, LLC, Northern Lights Distributors, LLC, and DCM Brokers, LLC. He also serves as a Regional Director at Copeland Capital Management, focusing on business development. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a diverse client base including individuals, institutions, and government entities. The firm employs a conservative, dividend-growth oriented investment approach using fundamental, quantitative, macroeconomic, and technical analysis across various market-cap strategies.

Gregory Whitehead is a financial advisor at Calamos Wealth Management LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Outside of his advisory role, he is a partner in ADK Escapes, LLC, a vacation rental development, and co-owner of a rental property in Chester, NJ. 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 includes customized asset allocation, portfolio construction, and ongoing monitoring, often utilizing affiliated investment vehicles and maintaining governance controls to manage conflicts of interest.

Lawrence Skibo is a financial advisor at KCD Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Moloney Securities Co., Inc. and JCC Advisors LLC. Outside of finance, he owns a piano tuning business and is involved in photography and real estate consulting. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm manages approximately $182.6 million in assets and employs a variety of analytical and investment strategies, offering both discretionary and non-discretionary advisory services.

Kyle Buffo is a CFP® with 11 years of industry experience and currently serves as a financial advisor at Mission Wealth Management, LP. His prior experience includes roles at LPL Financial LLC, Cadaret Grant & Co., Inc., and Q3 Advisors LLC. In addition to his advisory career, he is a self-employed musician. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm employs a tiered, customized service model and emphasizes long-term investment strategies using ETFs, institutional mutual funds, individual securities, and alternative investments.

Maxwell Cinnamon is a financial advisor at HighPoint Planning Partners with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, SA Piggush Financial Consultants, and State Bank of Herscher. Outside the advisory role, he is also a licensed insurance agent involved in insurance sales and implementation. HighPoint Advisor Group serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering services such as discretionary asset management and financial planning. The firm employs a personalized investment approach using fundamental analysis and utilizes multiple platform options, including LPL-sponsored programs, to deliver advisory services.

Matthew Fitzgerald is a financial advisor with Altitude Capital Management LLC in St. Charles, IL, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Brighthouse Financial and Invesco Advisers, Inc. Outside of advising, he is an equity partner in a rental property business. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm customizes strategies based on client objectives and risk tolerance, managing accounts through a multi-team structure while employing approaches such as asset allocation and technical analysis.

Christopher Gruchacz is a financial advisor at Calamos Wealth Management LLC with eight years of industry experience. He has held roles at Calamos Wealth Management since 2019 and previously worked at Wells Fargo Bank from 2013 to 2019. Outside of his advisory work, he serves as Chairman of the Investment Committee and a Board of Trustee member at Barry University. 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 emphasizes asset allocation, rigorous evaluation, and ongoing monitoring, using a diverse mix of securities and funds, including affiliated Calamos mutual funds.

Jeffrey Fisher is a financial advisor at Mission Wealth Management, LP with a Series 65 designation and one year of industry experience. He previously worked at Goldman Sachs and Mako Metals, and completed his education at Indiana University. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion, serving high-net-worth individuals, families, and institutional clients such as non-profits and pension plans. The firm offers personalized wealth management, financial planning, and institutional retirement services, employing a tiered service model and emphasizing long-term investment strategies across a variety of asset classes.

Jeffrey Martin is a financial advisor at HighPoint Planning Partners with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with HighPoint and LPL Financial since 2013. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a broad client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a primarily fundamental analysis-based investment approach across a variety of asset types.

Christopher Breitenbach is a financial advisor with HighPoint Planning Partners and holds a Series 66 designation. He has 18 years of industry experience and has been with HighPoint Planning Partners and LPL Financial since 2014. Outside of his advisory role, he serves as an assistant coach with the Wheaton United Soccer Club. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to 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 a variety of securities and custodial platforms.

Ryan Miller is a CFP®-designated financial advisor at Mission Wealth Management, LP with three years of industry experience. Prior to joining Mission Wealth in 2023, he worked at the University of Illinois at Urbana-Champaign and Crep Protect Ltd. He has been a student since 2013. Mission Wealth Management, LP is a multi-team SEC-registered firm managing approximately $17.0 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, financial planning, and consulting services, employing a tiered service model and emphasizing long-term investment strategies with a mix of ETFs, mutual funds, individual securities, and alternative investments.