Stephanie Carreras is a financial advisor at Calamos Wealth Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Signet Financial Management, LLC from 2016 to 2023. 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 with quantitative and qualitative analysis, using a variety of investment vehicles including individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Marc Poulos is a financial advisor at Calamos Wealth Management LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Great Valley Advisor Group, LPL Financial, and Brookstone Capital Management. 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, and portfolio construction, often utilizing affiliated Calamos Funds and investment vehicles.

Mark Rabinovich is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Calamos Wealth Management LLC. He has worked at Calamos Financial Services LLC and Calamos Wealth Management LLC since 2018, and previously spent 14 years at Neuberger Berman, LLC. Calamos Wealth Management LLC offers discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment approach includes customized asset allocation and the use of affiliated investment vehicles, with governance controls and an Investment Committee overseeing portfolio construction and monitoring.

Timothy Dern is a financial advisor at Savvy with six years of industry experience and holds a Series 65 credential. His career includes roles at Maia Wealth, Wealth Watch Advisors, and Hughes and Durn Financial Group, Inc. He is also the owner of Mana Financial Group, LLC, a business marketing life insurance, annuities, and long-term care insurance, and operates 10K Health Products, Inc, which sells herbal products. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm utilizes a primarily index-based, long-term investment approach complemented by active equity portfolios, tax-aware direct indexing, and integrates third-party fintech tools and specialized sub-adviser strategies.

Paris Karasso is a financial advisor at Calamos Wealth Management LLC with 12 years of industry experience. He has worked at Calamos Wealth Management since 2019 and previously at Calamos Investments LLP from 2014 to 2019. Karasso holds the Series 63 and Series 65 designations. He serves on the Board of Directors for the American University of Greece Foundation, where he provides independent oversight of the foundation’s investments. 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 approach combines asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a variety of investment vehicles including individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Dimitar Tanchev is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at Calamos Wealth Management LLC since 2019 and previously spent three years at Nextcapital. 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 emphasizes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring using a diversified mix of securities and funds.

John Rowoldt is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. His prior work includes roles at firms such as Voya Financial Advisors, Robinhood Financial, U.S. Bancorp Investments, Bank of America, and Merrill. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and planning services, with a notable emphasis on international investing and management of pooled-vehicle accounts.

Brian Lee is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and The Prudential Insurance Company of America. Lee is also a full-time sales agent at Western & Southern Life. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring third-party money managers, with supplemental recommendations of individual securities based on fundamental analysis.

Eduardo Sordo is a CFP®-designated financial advisor at Calamos Wealth Management LLC with 26 years of industry experience. His prior roles include positions at Fidelity Investments, The Vanguard Group, UBS Financial Services, and Wells Fargo Clearing. He serves as a trustee and chair of the investment committee for the George Snow Scholarship Fund, a nonprofit supporting college graduation for hardworking students in South Florida. 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 incorporates asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a mix of individual securities, mutual funds, ETFs, and private investment funds.

Richard Gotterer is a Certified Financial Planner® with 16 years of experience in the financial services industry. He has been with Calamos Wealth Management LLC since 2015 and previously worked at Wescott Financial Advisory Group LLC for five years. He holds a Series 65 license and is based in Naperville, Illinois. 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 both quantitative and qualitative evaluation, utilizing a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Christopher Jerin is a financial advisor with Calamos Wealth Management LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Calamos Wealth Management and its affiliated firms since 2010, with a brief tenure at Beacon Pointe Advisors from 2019 to 2022. 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 approach combines asset allocation, quantitative and qualitative evaluation, and a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.

Robert Sweas is a CFP® professional with 17 years of industry experience. He is currently with Lifeworks Advisors, LLC and has previously worked at Arete Wealth Advisors, Ausdal Financial Partners, and operated his own firm, Sweas Financial Services, LLC. Outside of advising, he performs independent auditing services without compensation and is involved in life, health, and accident insurance sales on a commission basis. Lifeworks Advisors serves individuals, charitable organizations, trusts, retirement plans, and businesses with wealth management, financial planning, and portfolio management. The firm uses both planning-based and risk-based investment approaches, incorporates quantitative and fundamental analysis, and offers integrated tax and insurance services through affiliated entities.

Brandon Lilly is an advisor at Highpoint Planning Partners with Series 63 and Series 65 credentials and three years of industry experience. He has worked at LPL Financial, J.P. Morgan Securities, and DeRose Financial Planning Group. Prior to his financial advisory career, he spent several years at Advocate Christ Medical Center. Highpoint Planning Partners 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 manages wrap-fee programs, implementing portfolios through fundamental analysis and a range of investment vehicles.

Clayton Saltijeral is a financial advisor at Copeland Capital Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at DCM Brokers, LLC, Northern Lights Distributors, LLC, and Vigilant Distributors, LLC. Copeland Capital Management is an SEC-registered investment adviser managing discretionary portfolios for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses a conservative, disciplined dividend-growth investment approach across domestic and international strategies and manages over $4 billion in discretionary assets.

Gregory Whitehead is a financial advisor at Calamos Wealth Management LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Outside of his advisory role, he is a partner in ADK Escapes, LLC, a vacation rental development, and co-owner of a rental property in Chester, NJ. 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 includes customized asset allocation, portfolio construction, and ongoing monitoring, often utilizing affiliated investment vehicles and maintaining governance controls to manage conflicts of interest.

Matthew Fitzgerald is a financial advisor with Altitude Capital Management LLC in St. Charles, IL, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Brighthouse Financial and Invesco Advisers, Inc. Outside of advising, he is an equity partner in a rental property business. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm customizes strategies based on client objectives and risk tolerance, managing accounts through a multi-team structure while employing approaches such as asset allocation and technical analysis.

Christopher Gruchacz is a financial advisor with Calamos Wealth Management LLC in Naperville, IL, holding Series 65 and Series 66 licenses and possessing eight years of industry experience. Prior to joining Calamos in 2019, he worked at Wells Fargo Bank and Comerica Securities. He serves as Chairman of the Investment Committee and a Board of Trustee member at Barry University. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services primarily for high-net-worth individuals, family offices, and endowments. The firm’s investment approach includes a focus on asset allocation and a mix of individual securities, mutual funds, ETFs, and private investment funds, often utilizing affiliated sub-advisers and maintaining detailed due diligence and conflict-mitigation procedures.

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.

Jeremy Belingon is a CFP® with three years of industry experience. He currently works at Facet and previously was with The Vanguard Group, Inc. for three years. Prior to his financial services career, he held positions in education and healthcare-related roles. Facet Wealth offers subscription-based financial planning and discretionary investment management primarily for individual clients across a range of wealth levels. The firm utilizes model-based asset allocations with a focus on ETFs and employs technology-driven processes to support tax-optimized portfolio implementation and ongoing account management.