Joel Riley is a CFP® with 12 years of industry experience, currently serving as a financial advisor at HighPoint Planning Partners in Downers Grove, IL. He has been with HighPoint Planning Partners, operating 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 plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a comprehensive investment approach that includes fundamental analysis and diversified allocations across various securities and managed programs.

Connie Heier is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Focus Financial since 2016. She has been a shareholder at Moser & Heier Financial Solutions since 2008 and at Moser & Heier CPA Inc. since 2005, where she is involved in tax preparation and planning. Heier also holds a long-standing role at OSAIC beginning in 1998. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, access to third-party managers, retirement plan consulting, and financial planning services, employing a variety of investment strategies tailored to client profiles.

Erin Moriarity is a financial advisor at Root Financial Partners with a Series 65 designation. Although new to the industry, she has been involved with Root Financial Partners since 2026 and has prior experience with several businesses including Superior Dental Partners and Elevate Billing Solutions. She also runs a financial education platform called Erin Talks Money. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement plans. The firm emphasizes diversified, passive investment strategies tailored to client objectives and risk tolerance, and offers educational programs alongside its advisory services.

John Sianis is a financial advisor at Calamos Wealth Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Calamos Advisors LLC since 2019 and Calamos Wealth Management LLC since 2010. 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 employs an investment process that emphasizes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, using a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

Trent Fifield is a CFP® with 22 years of industry experience, currently with NorthCoast Asset Management LLC. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, and Charles Schwab. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional, and intermediary clients. The firm uses a quantitatively driven, systematic process for investment decisions and offers a broad range of strategies including strategic asset allocation, equity and fixed income, options/defined-outcome overlays, and alternative interval funds.

Sarah Jane Hoffmann is a financial advisor at Calamos Wealth Management LLC with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Citigroup and J.P. Morgan in various capacities. Hoffmann is based in Naperville, Illinois. 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 idea sourcing, quantitative and qualitative evaluation, portfolio construction, and ongoing monitoring, with a notable affiliated ecosystem that includes multiple investment vehicles and trust services.

Tony Oommen is a financial advisor at Calamos Wealth Management LLC with 15 years of industry experience. He holds the CFP® designation and Series 63, 65, and 66 licenses. Prior to joining Calamos Wealth Management, he worked at Fidelity Investments and Fidelity Charitable. He serves on the boards of the Chicago Estate Planning Council and the DuPage County Estate Planning Council and volunteers on the development and advisory board for Greenhouse Scholars. 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, quantitative and qualitative evaluation, and ongoing monitoring across a range of investment vehicles, including pooled funds managed or sponsored by Calamos.

Jonathan De Moss is a CFP®, CFA®, and Series 66-registered advisor with 11 years of industry experience. He is currently with Mission Wealth Management, LP, having joined in 2024, and previously worked at Advance Capital Management, Inc. and Invesco Advisers, Inc., among others. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17.0 billion for high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management, portfolio management, financial planning, and institutional retirement plan services, with an investment approach that incorporates long-term strategies, alternative investments, and discretionary account management.

Barbara Moser is a CFP® professional with 27 years of industry experience, currently affiliated with Focus Financial since 2016. She is also a shareholder in Moser & Heier Financial Solutions and Moser & Heier CPAs Inc, where she provides financial and tax services. Her background includes roles at Benson Financial and OSAIC. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of investment management and financial planning services, utilizing individualized investor profiles and a variety of investment strategies.

Andrew Sezonov is a financial advisor with HighPoint Planning Partners holding a Series 65 designation and one year of industry experience. He has previously worked at LPL Financial and Heritage Wealth LLC. Sezonov is also employed at Wheaton Academy, where he has worked since 2019. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting 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-based investment approach across a variety of securities and custodial platforms.

Scott Poulin is a financial advisor with Calamos Wealth Management LLC, holding a Series 65 designation and 16 years of industry experience. He has been with Calamos Wealth Management since 2015. 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 emphasizes asset allocation, quantitative and qualitative evaluation, vehicle selection, and ongoing monitoring, using a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

David Nelson is a financial advisor at On Investment Management Company with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The O.N. Equity Sales Company, Ohio National Financial Services, Kestra Financial, LLC, Princor Financial Services Corporation, and Principal Life Insurance Company. He volunteers with American Medicare Disability Advocates, a nonprofit organization that assists people with disabilities in navigating Medicare. On Investment Management Company provides financial planning and investment advisory services to individuals, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based financial planning and both discretionary and non-discretionary managed account options.

Davis Baker is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 65 and Series 63 licenses and has six years of industry experience. His prior roles include positions at The Ameriflex Group, Cambridge Investment Research, and The Vanguard Group. Outside of advising, he is also an independent insurance agent. HighPoint Advisor Group serves a diverse client base including high-net-worth individuals, pension plans, and charitable organizations. The firm utilizes fundamental analysis to construct personalized investment policies and employs a range of investment vehicles and third-party platforms to deliver advisory services.

Matthew Evans is a CFP®-credentialed financial advisor with 16 years of industry experience. He is currently with VestGen Advisors, LLC and has held roles at Fountain Wealth Management, Raymond James Financial Services, and several other firms. Evans is also associated with Mohns & Haller Inc. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for roughly 22,790 clients across 53 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services, using a blend of fundamental, technical, and quantitative analysis, and serves a diverse client base including institutional investors.

Gerran Batterberry is a CFP® professional with 21 years of experience in the financial services industry. He is currently with HighPoint Planning Partners, where he has worked since 2022, and has held roles at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and TD Ameritrade. Outside of advisory work, he has experience in flight training. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing portfolios with a range of investment vehicles and using both proprietary and third-party platforms.

Sydney Lukatsevich is a CFP® with eight years of industry experience, currently serving at Calamos Wealth Management LLC. Her prior experience includes roles at Mowery & Schoenfeld Wealth Management, Mutual of Omaha Advisors, AXA Advisors, and Morgan Stanley. 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 involves asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Kurtis Hagemann is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at Advisors' Pride and LPL Financial. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Charles Weidenbach is a financial advisor at Calamos Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at EY and US 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, with an investment approach that incorporates asset allocation, quantitative and qualitative evaluation, and a mix of individual securities and funds.

Ann Greenberg is a CFP®-certified financial advisor with 14 years of industry experience. She is currently with HighPoint Planning Partners and has previously worked at Moneco Advisors, LLC and LPL Financial. 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 acts as sponsor and manager of a wrap-fee program, utilizing a range of investment vehicles and third-party platforms.

Joel Clousing is a financial advisor with LPL Financial based in Wheaton, Illinois, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been associated with Highpoint Advisor Group, LLC since 2013. Outside of his advisory work, Clousing is a CPA who prepares personal tax returns for clients and also serves as a basketball referee. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and advisory programs supported by an in-house research team that develops model portfolios and investment strategies.