Jeffrey Kochan is a Certified Financial Planner® with 12 years of industry experience, currently serving as an advisor at Highpoint Planning Partners. He has held roles with Highpoint Advisor Group, LPL Financial, Parkland Securities, Sequoia Premier Partners, and Strategic Tax Partners. Kochan is involved in tax preparation and accounting through his work with Strategic Tax Partners in Naperville, IL. HighPoint Advisor Group serves a diverse client base including 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 sponsors a wrap-fee program, utilizing fundamental analysis and a variety of investment vehicles to construct personalized portfolios.

John Karavouzis is a CFP® with 14 years of industry experience, currently serving as an advisor at JMG Financial Group Ltd since 2018. His prior experience includes roles at Highpoint Advisor Group, LLC and LPL Financial, LLC. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers a range of investment options including ETFs, mutual funds, equities, fixed income, and alternative investments.

Herman Tkach is a CFP® professional at Soltis Investment Advisors, LLC with 19 years of industry experience. His prior roles include positions at Mercer Global Advisors, U.S. Bancorp Investments, U.S. Bank, and TIAA-CREF. He serves on the board of his condominium association and is a board member and endowments committee member of the Jewish United Fund of Metropolitan Chicago’s Russian Speaking Jewish Division. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans, managing approximately $13 billion in assets. The firm employs a Modern Portfolio Theory-based approach that integrates quantitative screening and qualitative manager due diligence and emphasizes ongoing client communication through regular reviews and market commentary.

Willard Einspar is a CFP® professional with over 32 years of industry experience, currently serving as an advisor at Highpoint Planning Partners. He has been affiliated with Highpoint Advisor Group, LLC and LPL Financial since 2016. 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 financial planning services, implementing portfolios through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

Benjamin Caruso is a financial advisor with Highpoint Planning Partners, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Bank of America, Merrill Lynch, MB Financial Bank, and Cetera. Caruso provides investment advisory services through HighPoint Advisor Group, LLC, an independent firm separate from LPL Financial. HighPoint Advisor Group 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, and retirement plan advisory, implementing portfolios through fundamental analysis across various asset classes and utilizing multiple advisory platforms.

Michael Bruno is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding the ChFC® designation and Securities Series 63 and 65 licenses. He has 43 years of industry experience, including prior roles at Securities America Advisors and Invest Financial Corp. Outside of his advisory work, he serves as president of MJB Financial Services, Inc., an insurance sales business he has been involved with since 1989. Lasalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary portfolio management, including the LaSalle St. Asset Management Program (LAMP), and oversees a mix of mutual funds, ETFs, equities, fixed income, and options with a notable predominance of non-discretionary assets under management.

James Mcgovern is a CFP® professional with 41 years of experience in the financial industry. He is affiliated with Capital Analysts and has worked at Lincoln Investment since 2012. Additionally, he owns J.McGovern and Associates, a fixed insurance sales business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and employs an in-house investment management team that uses proprietary screening processes and model portfolios.

Suman Sachdeva is a financial advisor at BFC Planning, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at BFC Planning since 2017, alongside roles at Securities Management and Research, Inc. and Broker Dealer Financial Services. He serves as treasurer for the Raj & Suman Sachdeva Foundation, a charity organization. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services using a range of platforms and strategies tailored by its advisors.

Raymond Velasco Sr. is a financial advisor at Kovack Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kovack Advisors since 2019, following prior roles at Opus Wealth Partners and LPL Financial. Velasco also owns RVS Wealth Management, an investment advisory business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally developed models and third-party managers to implement client portfolios.

Jeremy Schares is a CFP® with 18 years of industry experience and is currently with Waverly Advisors, LLC. Prior to joining Waverly Advisors in 2024, he worked for 16 years at StrategIQ Financial Group, LLC. He is also a member of two holding companies, IQ Companies, LLC and WAAM TOPCO, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations and offers a range of services including financial planning, retirement plan consulting, and multi-family office solutions.

Robert Lively is a CFP® professional with three years of experience currently serving at JMG Financial Group Ltd. He has been with JMG Financial Group in various roles since 2018. Outside of financial advising, his background includes work with Ruth Lake Country Club and entrepreneurial involvement with Powder Hound Snow Removal, LLC. JMG Financial Group provides comprehensive wealth and portfolio management 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 offers services including in-house tax consulting and private investment fund advising.

Vincent Corso is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with Ausdal Financial Partners since 2015. Outside of his advisory role, Corso is a partner in an insurance agency, BCH Insure, LLC, where he is involved in the sale of various non-variable insurance products. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a broad range of advisory and financial planning services, using multiple custodians and integrating third-party money managers to tailor investment strategies to each client’s specific objectives and risk tolerance.

Ryan Gough is a financial advisor with Performance Wealth Partners, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Performance Wealth since 2021 and at William Blair since 2016. Outside of his advisory work, Gough serves as a volunteer firefighter with the Western Springs Fire Department. Performance Wealth Partners is an SEC-registered advisory firm offering wealth management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a predominantly long-term investment approach using low-cost mutual funds and ETFs, complemented by fundamental and technical analysis, personal client contact, and periodic account reviews.

Matthew Sorenson is a CFP® with eight years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd. He previously worked at Sorenson & Company LLC and Urban Financial Advisory Corporation. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach that emphasizes strategic asset allocation and utilizes a diverse range of investment vehicles including ETFs, mutual funds, individual equities, and private investments.

Ivana Vukanic is a CFP® and Series 65 licensed advisor with Performance Wealth, bringing four years of industry experience. Her prior roles include working at Northern Trust Corporation and academic positions at the University of Illinois and University of Indiana. Performance Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary investment management alongside comprehensive wealth management and financial planning, managing over $4 billion in client assets with a primarily long-term, portfolio-focused investment approach.

Arijan Arslani is a CFA® charterholder currently with Calamos Wealth Management LLC, where he has worked since 2025. Prior to joining Calamos, he spent eight years at Busey Wealth Management and five years at Rich's Family Restaurant. He serves as a Chapter Executive for the Chartered Alternative Investment Analyst Association’s Chicago Chapter, helping to plan networking and educational events. 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 sourcing ideas, quantitative and qualitative evaluation, portfolio construction, and ongoing monitoring, with a notable affiliated ecosystem that includes multiple investment vehicles and trust services.

Steven Wilder is a CFP® professional with 18 years of experience in financial advising. He is currently with OnePoint BFG Wealth Partners and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. Wilder has been associated with Kevin Spahn since 2007. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary investment models, third-party managers, and custodian-sponsored programs, managing most client assets on a discretionary basis.

Scott Rosenquist is a CFA® charterholder with 11 years of industry experience. He is currently with Highpoint Planning Partners and previously worked for Vantage Financial Partners Limited from 2013 to 2024. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers a range of advisory services including discretionary asset management and financial planning, employing fundamental analysis to construct portfolios across multiple asset classes.

Daniel Zalipski is a CFA® charterholder with 12 years of industry experience. He is currently affiliated with Highpoint Planning Partners and previously worked at VANTAGE FINANCIAL PARTNERS Limited for 16 years. HighPoint Advisor Group serves a diverse client base including 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 other consulting services, implementing portfolios through fundamental analysis and utilizing various investment vehicles and third-party platforms.

Stephen Visser is a financial advisor with Highpoint Planning Partners in Naperville, IL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Highpoint Planning Partners, doing business as Onpath Financial, since 2013 and has been associated with LPL Financial since 2006. Highpoint Planning Partners serves a diverse client base including 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 manages wrap-fee programs, implementing investment strategies through a combination of fundamental analysis and diversified portfolio construction across multiple asset types.