Erin Carter is a financial advisor with Highpoint Planning Partners, holding a Series 66 license and bringing 13 years of industry experience. She has been affiliated with HighPoint Advisor Group, LLC (doing business as OnPath Financial) and LPL Financial since 2013. 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 uses a variety of investment approaches including fundamental analysis and third-party platforms to implement portfolios.

Richard Lloyd Jr. is a financial advisor with Highpoint Planning Partners who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has been with Highpoint Advisor Group and LPL Financial since 2014, and he is also president of R. Lloyd & Company, Ltd., a full-service accounting firm he founded in 1980. In addition to his advisory role, he serves as co-trustee of a revocable trust. 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 offers discretionary asset management and comprehensive financial planning, constructing client investment policies through fundamental analysis and utilizing a range of investment vehicles and third-party platforms to deliver advisory services.

John Boyer is a financial advisor with Highpoint Planning Partners, holding a Series 66 credential and 24 years of industry experience. He has worked at LPL Financial since 2013 and was previously with Level Four Advisory Services LLC. Boyer also provides investment advisory services through 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, financial planning, retirement plan advisory, and uses fundamental analysis to construct client investment policies across a range of securities and third-party platforms.

Justin Lesch is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with JMG Financial Group Ltd in Downers Grove, IL since 2013. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management services, including tax consulting and private investment fund advice. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and utilizes a range of investment vehicles and tax-aware strategies.

James Tilley is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and six years of industry experience. He has worked at multiple firms, including AE Wealth Management and CreativeOne Wealth, and currently serves as managing partner at Liberty Hill Financial Planners. Foundations Investment Advisors, LLC provides financial planning and ongoing portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with asymmetric rebalancing, and offers access to third-party sub-advisers and custodians.

John Bollweg is a CFP® professional with 16 years of industry experience. He has worked at JMG Financial Group Ltd since 2020 and previously spent ten years at MPS LORIA Financial Planners, LLC. JMG Financial Group Ltd provides comprehensive wealth management, portfolio management, and consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach emphasizing strategic asset allocation and uses a variety of investment vehicles, including ETFs, mutual funds, individual equities, fixed income, and private investments.

Breanna Coffey is a CFP® with eight years of industry experience, currently serving at Calamos Wealth Management LLC since 2024. She previously worked at Corient Services LLC for six years and Goldman Sachs & Co. LLC for three years. Outside of finance, she owns and operates an Etsy shop specializing in custom-designed clothing and merchandise. 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 a comprehensive investment process combining asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a diverse range of investment vehicles including equities, fixed income, mutual funds, ETFs, and private investment funds.

Arvin Weindruch is a financial advisor at Forum Financial Management, LP with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Harris Weindruch & Co. Ltd. for over four decades. Outside of his advisory role, he operates an accounting and consulting business as a sole proprietor. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also offers sub-advisory services and a turnkey asset management platform to independent RIAs, utilizing model portfolios primarily invested in DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Anton Schirmang is a CFP® professional with 12 years of industry experience, currently serving at Calamos Wealth Management LLC. His prior roles include positions at Corient Services LLC, RWA Wealth Partners, Polaris Wealth Advisory Group, Origin Investments, Polaris Greystone Financial Group, and Nuveen Investments. Outside of finance, he owns Salt Fitness North Shore, a group fitness and barre business where he oversees financial operations. 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 emphasizes a structured investment process involving idea sourcing, evaluation, portfolio construction, and monitoring, often integrating affiliated investment vehicles and services.

David Lennon is a financial advisor with Forum Financial Management, LP in Joliet, IL, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience and has been with Forum Financial Management and Purshe Kaplan Sterling Investments since 2013. Lennon is also the owner of Senesac & Lennon, Ltd., an accounting and tax services firm. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, utilizing model portfolios primarily implemented with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Brett Ludwig is a CFP® professional at JMG Financial Group Ltd with eight years of industry experience. He has been with JMG Financial Group since 2014 in various roles. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth management, portfolio management, and financial consulting services. The firm utilizes a planning-based, long-term investment approach with an emphasis on strategic asset allocation and employs a range of investment vehicles, including ETFs, mutual funds, equities, fixed income, and private investments.

Khai Le is a financial advisor with Capital Analysts who holds a Series 66 designation and has 27 years of industry experience. His prior roles include positions at Lincoln Investment, Agia, Valic Financial Advisors, and Ameriprise. Outside of his advisory work, he is a silent partner in two boba tea shops operated by his spouse. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and its in-house investment team, employing proprietary fund-screening processes and offering both discretionary and non-discretionary investment solutions.

Richard Lloyd III is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has managed Lloyd Wealth Advisors since 2014 and has been involved with R. Lloyd & Co Ltd, a tax preparation and accounting firm, since 1999. HighPoint Advisor Group serves a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, constructing client portfolios through personal consultations and fundamental analysis across various investment vehicles.

Russell Luce is a financial advisor with Chelsea Advisory Services, Inc. and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, with prior roles at Silver Oak Securities, Lifemark Securities Corp., and other firms. Outside of advisory work, he serves as president of Planning Legacies Financial Group, a full insurance firm. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm employs a fundamental, long-term investment approach and generally manages accounts on a discretionary basis with diversified portfolios.

William Alexander is a CFP® with eight years of experience at JMG Financial Group Ltd in Downers Grove, IL. He has worked at JMG continuously since 2014 in various roles. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and consulting services. The firm uses a planning-based, long-term investment approach focused on strategic asset allocation and offers a range of investment options including ETFs, mutual funds, individual equities, fixed income, and private investments.

Jonathan Jamieson is a financial advisor at JMG Financial Group Ltd with one year of industry experience. He holds the Series 65 designation and previously worked at Spotlight Asset Management and RJ O'Brien & Associates. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers multiple operational features, including held-away account management and tax-aware strategies.

Dennis Breier is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and 12 years of industry experience. He has worked at several firms including Guardian Estate Solutions, where he serves as president, and has been involved in insurance and estate planning services. Outside of advisory work, he manages funeral pre-planning and pre-paid contracts for a family-owned funeral home. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse range of clients, including individuals, high-net-worth investors, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers to tailor investment strategies.

Susan Williams is a financial advisor at Forum Financial Management, LP with 16 years of industry experience. She holds a Series 65 designation and has worked at Forum Financial Management since 2010, with prior experience at Faermark & Williams, LLC. Williams also serves as an officer for Forum Administrative Services, Inc., an administrative services company. Forum Financial Management provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and sub-advisory solutions primarily through a wholesale, multi-team platform.

Jeffrey Kocis is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 designation and 24 years of industry experience. He has been affiliated with IHT Wealth Management LLC and LPL Financial since 2015. Outside of his advisory work, he serves as Chaplain and Executive Committee Board Member for the American Legion Riders Marne Post 13. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team, combining large-scale advisory operations with additional financial products and services.

Deborah Hinten is a CFP® professional with 39 years of experience in the financial industry, currently affiliated with Capital Analysts. She has worked at Lincoln Investment Planning, Inc. since 2011 and has been involved with Consolidated Financial Resources, Inc. since 1982. Outside of her advisory role, she manages direct marketing activities for a skin wellness line and handles administrative responsibilities in specialized flooring and construction businesses. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a network of independent advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.