Sarah Mika is a financial advisor at Gateway Wealth Partners, LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for five years. Mika provides administrative support to Gateway Wealth Partners, an independent investment advisor firm. Gateway Wealth Partners offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages a mix of discretionary and non-discretionary assets.

Alexander Calamos is a financial advisor at Calamos Wealth Management LLC with six years at the firm and a total of five years of industry experience. He holds a Series 65 credential and has also served as CEO of Typical Projects LLC, a real estate research company. Additionally, he manages Leekamos LLC, a rental property business. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services to high-net-worth individuals, family offices, and various institutional clients. The firm’s investment approach combines asset allocation with quantitative and qualitative evaluation, utilizing a range of securities, funds, and specialized sub-advisers.

Michael Rodgers is a CFP® professional with nine years of industry experience, currently serving at Independent Wealth Network, Inc. He has worked with Brokers International Financial Services, LLC and Kestra Financial, Inc. among other firms. Rodgers is also the owner of Financial Wellness, LLC, where he is involved in insurance product sales. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a range of strategies including fundamental and technical analysis, options, and third-party model portfolios tailored to client goals and risk tolerances.

Jeremy Belingon is a CFP® with three years of industry experience, currently serving as a financial advisor at Facet. He previously worked at The Vanguard Group for three years and has experience in education and healthcare sectors. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic advice through a Total Financial Life Resources framework and discretionary asset-allocation programs that primarily use ETFs, with a focus on fixed subscription fees rather than percentage-based investment charges.

Stephanie Burling is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Bankers Life Securities and Bankers Life & Casualty. Burling serves on the board of directors for the IPF Foundation, a medical nonprofit organization. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies, typically delivering portfolio services on a non-discretionary basis.

Michelle Juras is a financial advisor at HighPoint Planning Partners with 20 years of industry experience. She holds the ChFC® designation and is registered with Series 63 and Series 65 licenses. Prior to joining HighPoint Advisor Group in 2021, she worked at Mass Mutual and Mass Mutual Investors Services. HighPoint Advisor Group serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and a range of financial planning and consulting services, implementing portfolios through fundamental analysis and utilizing both proprietary and third-party platforms.

Calvin Rowland is a financial advisor at HighPoint Planning Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Financial Planning 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 fundamental analysis to construct individualized investment policies across a broad range of securities and managed solutions.

James Chase Jr. is a financial advisor with HighPoint Planning Partners in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has previously worked at Level Four Advisory Services and LPL Financial. Outside of his advisory work, he is involved in retail work at local farmers markets and has engagements related to solar energy. 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 combines fundamental analysis with a variety of investment vehicles and custodied program solutions, managing approximately $4.0 billion in client assets.

John Campbell is a financial advisor at Calamos Wealth Management LLC with 30 years of industry experience. He has held roles at Calamos Financial Services LLC and U.S. Bancorp Investments, Inc. Prior to joining Calamos, he worked at U.S. Bank. 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 emphasizes asset allocation and ongoing monitoring using a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.

David Kujawa is a CFP® and ChFC® with 19 years of industry experience, currently serving as a financial advisor at HighPoint Planning Partners. He has been with HighPoint Advisor Group, LLC (DBA OnPath Financial, LLC) since 2013 and also maintains a relationship with LPL Financial. Outside of his advisory work, he is involved in the collection of watches. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs fundamental analysis to construct individualized investment policies and utilizes a variety of investment vehicles and custodial program solutions, managing approximately $4.0 billion in client assets.

Bryant Merryman is a CFP® with 10 years of industry experience, currently advising at Mission Wealth Management, LP since 2019. His prior roles include positions at Lido Advisors, HighTower Securities, and Merrill. Mission Wealth Management, LP is a multi-team firm managing approximately $17 billion, serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, financial planning, and institutional retirement plan services, utilizing a tiered service model and a long-term investment approach that includes alternative investments and third-party sub-advisors.

Anthony Tursich is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Calamos Wealth Management LLC. His prior experience includes roles at Calamos Advisors LLC, Pearl Impact Capital, and Trillium Asset Management. He also serves as an uncompensated Investment Advisory Board Member for Multnomah County, where he meets quarterly to review portfolio performance and compliance. 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 employs a diversified investment process combining individual securities, mutual funds, ETFs, and private funds, frequently utilizing affiliated sub-advisers and specialized strategies.

Kevin Brainerd is a CFP® with 18 years of industry experience, currently serving as a financial advisor at HighPoint Planning Partners. He has been with HighPoint Advisor Group and LPL Financial since 2016. HighPoint Advisor Group serves a range of clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers discretionary asset management and comprehensive financial planning services, utilizing fundamental analysis and a variety of investment vehicles, as well as third-party and LPL-sponsored platforms.

Roger Ensminger is a financial advisor at HighPoint Planning Partners with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with LPL Financial since 2009 and Highpoint Advisor Group LLC since 2016. His activities include occasionally selling life, health, disability, and long-term care insurance. 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 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various securities and managed programs.

Johnathan Kulikowski is a CFP® with 12 years of experience in financial advisory. He currently works at HighPoint Planning Partners and previously spent 11 years at VANTAGE FINANCIAL PARTNERS Limited. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs individualized investment policies with continuous account monitoring and a range of custodied program solutions.

Jayson Gorski is a financial advisor at HighPoint Planning Partners with five years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and CBRE. Gorski also provides administrative support to HighPoint Advisor Group, LLC. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, constructing client investment policies through personal consultations and implementing portfolios with a focus on fundamental analysis across various asset classes.

Mark Waldoch is a financial advisor at Harbour Investments, Inc. in Geneva, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 17 years with Harbour Investments and operating Waldoch Financial Services since 2002. Outside of advisory work, he owns a CPA tax preparation business and is involved in group health insurance sales through MWBC, Inc. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment vehicles and offers model-based solutions through a subscription platform.

David Walker is a CFP® with 36 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior roles include positions at LPL Financial, Securities America Advisors, and managing his own firm, Walker Financial Services Inc. He is also president of Swisher & Walker Financial Services, Inc., which provides income tax preparation and accounting services, and leads his office condominium association. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services, employing a diverse analytical approach and utilizing third-party managers to implement portfolios.

Jerome Kahn is a financial advisor at HighPoint Planning Partners with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and operated his own firm, J Kahn & Associates LLC. 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 assets and employs a fundamental analysis approach to construct individualized investment policies across a range of securities and third-party solutions.

Timothy Ludwig is a financial advisor at VestGen Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Raymond James Financial Services. Outside of his advisory role, he is associated with Mohns & Haller Inc., a company handling payroll and benefits for employees. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for around 9,453 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, wrap-fee programs, and retirement plan services using a combination of analytical methods and third-party managers.