HighPoint Planning Partners

Arash Kadivar is a CFP® professional with 14 years of industry experience, currently affiliated with HighPoint Planning Partners. He has held roles at LPL Financial, TD Ameritrade, Charles Schwab, and Beaumont Financial Partners. Kadivar is involved in administrative support for HighPoint Advisor Group and manages investment-related activities through entities associated with LPL Financial. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs fundamental analysis to construct individualized investment policies and utilizes various custodial and third-party program solutions to manage client portfolios.

Craig Ibrahim is a financial advisor at HighPoint Planning Partners with 22 years of industry experience. He holds a Series 66 designation and has been with HighPoint Advisor Group since 2016, also maintaining a relationship with LPL Financial since 2009. Outside of his advisory role, he is involved in several tax preparation and accounting ventures. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes and custodial platforms.

Richard Kitick is a CFP® professional with 21 years of experience in the financial services industry. He has worked at HighPoint Planning Partners since 2013 and has been affiliated with LPL Financial since 2007. Outside of his advisory work, he serves as an assistant coach and referee for amateur hockey in the Chicagoland area. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a customized investment approach using fundamental analysis across various asset classes, supported by multiple custodial platforms and independent managers.

Trent Ten Bruin is a financial advisor at HighPoint Planning Partners with a Series 65 designation and one year of industry experience. His prior work includes roles at Now Foods and several academic institutions, including the University of Wisconsin - Madison. HighPoint Planning Partners provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Daniel Keller is a financial advisor at HighPoint Planning Partners with four years of industry experience. He holds the Series 66 designation and previously worked at RSM US LLP for eight years. Outside of his advisory role, Keller owns and operates Keller CPA Private Tax Services, providing tax preparation and accounting services, and is a commissioned notary. HighPoint Advisor Group offers discretionary asset management, financial planning, and consulting services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm employs individualized investment policies with a range of asset types and maintains continuous account monitoring with formal annual reviews.

Brooks Morrow is a financial advisor at HighPoint Planning Partners with eight years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and New York Life. Outside of his advisory role, he owns two non-investment-related businesses, Tomorrowsassets and Alora Distribution, both based in Lantana, Texas. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and uses a range of investment strategies including fundamental analysis and diversified allocations across various securities and independent managers.

Jon Flaherty is a CFP® professional with five years of industry experience, currently serving at HighPoint Planning Partners. He previously worked at Vantage Financial Partners, Lincoln Financial, and the Elks National Foundation. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and uses fundamental analysis to construct individualized investment policies across various asset classes.

Robert Eberlin is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with HighPoint Advisor Group since 2021 and previously held roles at Level Four Advisory Services and LPL Financial. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs fundamental analysis to construct individualized investment policies across various asset classes.

Richard Debruin III is a financial advisor at HighPoint Planning Partners with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with HighPoint Advisor Group, LLC and LPL Financial since 2013. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4 billion in client assets and employs a fundamental analysis-driven investment approach across various asset classes and custodial platforms.

Pavlo Yanytskyy is a financial advisor at HighPoint Planning Partners with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and LPL Financial. Outside of his advisory role, he is involved with Opewek Inc, where he has been active since 2021. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs fundamental analysis to construct individualized investment policies across a range of securities and program solutions.

Erin Carter is a financial advisor with HighPoint Planning Partners in St. Charles, IL, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at HighPoint Advisor Group, LLC and LPL Financial since 2013. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across a range of asset types and custodial platforms.

Richard Lloyd Jr. is a financial advisor at HighPoint Planning Partners with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Highpoint Advisor Group and LPL Financial since 2014. He is also president of R. Lloyd & Company, Ltd., a full-service accounting firm he has led since 1980. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in assets and employs a fundamental analysis approach, utilizing a range of investment vehicles and custodied program solutions.

John Boyer is a financial advisor at HighPoint Planning Partners with 23 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Level Four Advisory Services LLC prior to joining HighPoint Advisor Group in 2021. Boyer also provides investment advisory services through HighPoint Advisor Group, an independent registered investment advisor. HighPoint Advisor Group offers discretionary asset management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis-based investment approach across a diversified range of securities and third-party solutions.

Richard Tarsitano is a financial advisor at HighPoint Planning Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HighPoint Planning Partners since 2013 and LPL Financial since 2009. He is president of Partners Advisors Ltd., a subchapter S corporation involved in non-variable insurance marketing. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach across a range of investment vehicles while maintaining multiple custodian relationships and offering both ongoing wealth management and stand-alone advisory services.

Richard Lloyd III is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been associated with HighPoint Advisor Group and LPL Financial since 2014 and also co-owns R. Lloyd & Company, Ltd, a tax preparation and accounting firm. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs individualized investment policies using fundamental analysis across various asset classes and custodial platforms.