Trent Ten Bruin is a financial advisor at Highpoint Planning Partners with a Series 65 credential and no prior industry experience. His work history includes roles at Now Foods and several academic institutions, including the University of Wisconsin–Madison, where he has been affiliated since 2022. 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 sponsors a wrap-fee program, implementing client portfolios using fundamental analysis across various investment vehicles.

Daniel Keller is a financial advisor at Highpoint Planning Partners with four years of industry experience. He holds a Series 66 designation and previously worked at RSM US LLP for eight years. Keller also operates a private tax services firm, Keller CPA Private Tax Services, and is a notary. 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 acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles across multiple platforms.

Joyce Kelley is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with affiliated firms including Global View Capital Advisors, LLC and Global View Capital Insurance Services, LLC since 2010. Kelley serves as a board member on the Membership Committee of the South Suburban Small Business Association. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants, utilizing a research-driven approach focused on technical and quantitative analysis. The firm integrates proprietary research through its affiliate AdvisorGuide, LLC, and offers personalized managed account programs, including ETFs, mutual funds, and variable annuities.

Jon Flaherty is a CFP® professional with five years of industry experience. He currently works at Highpoint Planning Partners and has previously been employed by Vantage Financial Partners and Lincoln Financial. HighPoint Advisor Group serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm constructs customized investment policies and implements portfolios using fundamental analysis across various asset classes, offering discretionary asset management, financial planning, and retirement plan advisory services.

Timothy Mc Govern is a financial advisor with Capital Analysts, holding a Series 66 designation and five years of industry experience. His work history includes roles at Lincoln Investment, J. McGovern & Associates, Hiscox, and Inmagine/123RF. Outside of his advisory work, he manages a residential rental property. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and an in-house Investment Management & Research team.

Margaret Swiess is a financial advisor at Founders Financial Securities LLC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Spc and Global View Capital Management, Ltd. She is also a licensed insurance agent and a Notary Public in the State of Illinois. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of investment programs and non-traditional delivery methods.

Brigid Toothman is a financial advisor at Interactive Financial Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Sarver Vrooman Wealth Advisors and Git N Go. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm utilizes fundamental analysis and Modern Portfolio Theory to build diversified model portfolios and operates a large multi-advisor network with multiple branch offices.

Johnathan Irions is a CFP®-certified financial advisor at Facet with six years of industry experience. His prior roles include positions at firms such as Lincoln Investment, J.P. Morgan Securities LLC, and New York Life Insurance. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations with a technology-driven approach and offers a flat subscription pricing model that includes investment management services.

Paul Graffy is a financial advisor at IP Financial Advisory Services LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Piper Jaffray & Co. and Advisory Research Inc. Since 2015, he has served in a strategic advisory role at Mathsights Corporation, a software firm focused on retirement planning, where he is a non-paid board member. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on personalized portfolio management and financial planning for non-high-net-worth investors. The firm offers a range of advisory and consulting services, including actuarial analysis and benefits consulting, and utilizes various analytical approaches and operational tools to manage client portfolios.

Robert Eberlin is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with HighPoint Advisor Group since 2018, previously with Level Four Advisory Services 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 offers discretionary asset management, financial planning, retirement plan advisory, and wrap-fee programs, implementing portfolios through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

Lucas Dauch is a financial advisor at Performance Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes ten years at J.P. Morgan Securities and one year at Transom Capital Group before joining Performance Wealth Partners, LLC. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services. The firm manages over $4 billion in client assets through a multi-advisor team, employing a long-term, portfolio-focused investment approach that includes diversified allocations using low-cost mutual funds and ETFs, along with stocks, bonds, REITs, options, and alternative investments.

Richard Debruin III is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been associated with Highpoint Advisor Group, LLC and LPL Financial since 2013, and previously worked at New England Securities from 2010 to 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 offers discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing diversified portfolios through fundamental analysis and multiple investment platforms.

Pavlo Yanytskyy is a financial advisor with Highpoint Planning Partners, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Ameriprise and LPL Financial. Outside of advising, he is involved with Opewek Inc as a laborer. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management, utilizing a combination of fundamental analysis and multiple investment platforms.

Adam Runyan is a financial advisor at Advisory Services Network with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, JPMorgan Chase, and Morgan Stanley. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing a variety of investment strategies tailored to clients’ objectives and risk tolerances.

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.

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.

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.