Alexander Klaas is a financial advisor at Gladstone Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services before joining Gladstone and LPL Financial in 2021. Klaas maintains involvement in a personal fiduciary role as trustee of a family trust. 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 services including discretionary portfolio management and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Terrence Hawkins is a financial advisor at Trajan Wealth, L.L.C. with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Brinker Capital, Halo Investment Services, Halo Securities, Sentinus, and Morningstar Investment Services. In addition to his advisory role, he is involved in insurance sales, working approximately 40 hours per month offering various insurance products. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, retirement and tax planning, and access to alternative investments, with an investment approach tailored to client objectives and informed by fundamental, technical, and cyclical analysis.

Joel Riley is a CFP® professional with 13 years of experience and currently serves with Highpoint Planning Partners in Downers Grove, IL. He has been with the firm, operating as Black Diamond Planners, since 2013. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, 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 through fundamental analysis and diversified allocations across various asset classes.

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 14 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Citigroup and J.P. Morgan Securities. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth clients, 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 variety of investment vehicles, including individual securities, mutual funds, and private funds.

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® and CFA® with 11 years of experience in the financial services industry. He is currently with Mission Wealth Management, LP and has held prior roles at Advance Capital Management, Inc., Foreside Fund Services, LLC, Innovator Capital Management, LLC, and Invesco Advisers, Inc. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families. The firm offers customized, long-term strategies using a range of investment vehicles and serves entities including pension plans and endowments.

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 at HighPoint Planning Partners with two years of industry experience. He holds a Series 65 designation and has worked at LPL Financial and HighPoint Advisor Group, LLC. Prior to his advisory roles, he was employed at Wheaton Academy. 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 consulting services, utilizing a personalized investment process that incorporates fundamental analysis and diverse asset allocations.

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 with ON Investment Management Company in Lisle, IL, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, Kestra Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advisory work, he volunteers with American Medicare Disability Advocates, a nonprofit assisting individuals on disability with Medicare. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary strategies, often through third-party programs and dual-registration broker-dealer arrangements.

Davis Baker is a financial advisor at HighPoint Planning Partners with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Vanguard Group, Fidelity Investments, and The Ameriflex Group. Baker is also an independent insurance agent. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides asset management, financial planning, retirement plan advisory, and wrap-fee programs, employing fundamental analysis and multi-asset allocation across various investment vehicles.

Paul Knier is a financial advisor with CL Wealth Management LLC in Big Lake, MN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with CL Wealth Management since 2011 and also works with Cabot Lodge Securities. Outside of his advisory roles, Knier serves as the mayor of Big Lake, MN. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis with a focus on both discretionary and non-discretionary management.

Christopher Dallas is a financial advisor at World Equity Group, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with World Equity Group since 2011. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Michael Fujii is a financial advisor with Advisory Services Network in South Barrington, IL, holding Series 63, Series 65, and Series 66 licenses and bringing 18 years of industry experience. He has worked at Advisory Services Network since 2022 and concurrently operates Fujii Partners Capital, LLC, which he founded in 2007. Advisory Services Network is an enterprise firm that serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.

Gerran Batterberry is a CFP® professional with 21 years of industry experience, currently affiliated with HighPoint Planning Partners. He has held roles at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and TD Ameritrade. Outside of his advisory work, he has experience in flight training. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary asset management and financial planning, utilizing fundamental analysis and multiple investment platforms to implement customized portfolios.