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Adam Hillebold

Advisor at Eagle Strategies (NY Life) — Schaumburg, IL

Updated today

Credentials

Series 63, Series 66

Experience

9 years

Location

Schaumburg, IL 60173

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,484

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Adam Hillebold is a financial advisor with Eagle Strategies (NY Life) based in Schaumburg, IL. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Eagle Strategies in 2024, he worked at NYLIFE Securities LLC and New York Life Insurance Company since 2017 and at Tovar Snow Professionals Inc from 2014 to 2017. He is also licensed as an insurance broker, working part-time in that capacity. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Executive

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Fee options

Fixed

One-time seminar fees generally range from $35 to $200 per attendee

Percentage

$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)

Project-based

Fee-based hourly advice ranges from $100 to $400 per hour

Subscriptions

Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly

Other

Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour

Location

See office

Schaumburg, IL

475 North Martingale Road, Suite 1250

Schaumburg IL 60173

Advisors at this office

2

Most active in

Illinois · Texas

Work history

9 years of industry experience

Eagle Strategies (NY Life)

2024 - Present • 2 years

Schaumburg, IL

NYLIFE Securities LLc

2017 - Present • 9 years

Schaumburg, IL

New York Life insurance company

2017 - Present • 9 years

Schaumburg, IL

Tovar Snow Professionals Inc

2014 - 2017 • 3 years

Orland Park, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Melissa O

Series 66

Northbrook, IL

Strategic Advisors of Illinois

Melissa Osuch is a financial advisor with Strategic Advisors of Illinois, holding a Series 66 designation and 20 years of industry experience. She has been with Strategic Advisors of Illinois since 2006 and has also worked at LPL Financial LLC since 2011. In addition to her advisory role, she is involved in accounting and tax preparation services through AMM Accounting Services. Strategic Advisors of Illinois provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on pre-retirement and post-retirement planning. The firm offers discretionary asset management, tiered ongoing financial planning, and educational seminars, constructing customized portfolios primarily through a wrap-fee program that integrates advisory services and trade execution.

Retirement income strategy Roth conversion strategy Charitable giving & philanthropy Liquidity event planning General estate planning guidance Executive

Noah Y

Series 65

West Chicago, IL

York Wealth Management, LLC

Noah York is the sole advisor at York Wealth Management, LLC, an independent registered investment adviser based in West Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm in 2024, he worked at West Chicago Bible Church for five years. Outside of financial advising, Noah coaches youth sports through Official Finders, LLC, a role he has held since 2014. York Wealth Management provides discretionary portfolio management and tiered financial planning services to individual and high-net-worth clients. The firm utilizes model portfolios from the Altruist Model Marketplace and applies tactical and strategic asset allocation with ongoing monitoring and tax-management tools.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Entity structure planning (LLC, S-Corp) Tax strategies for small businesses Self-Employed Founder/Business Owner

Emil A

Series 66, Series 7

Northfield, IL

Momentum Wealth Management

Emil Aldaddah is a Co-Founder, Chief Investment Officer, and Managing Partner at Momentum Wealth Management, with nearly two decades of experience delivering institutional-caliber investment management solutions. He specializes in developing tailored strategies for ultra-high-net-worth individuals, family offices, trustees, entrepreneurs, and private foundations. At Charles Schwab and Morgan Stanley Wealth Management, Emil managed portfolios totaling over $1.7 billion in assets under management, including $380 million in advisory services, serving individuals with net worths exceeding $1 billion, family offices, and public figures. His approach integrates asset management, financial planning, estate strategies, and alternative investments, helping clients preserve and grow wealth across generations. Prior to founding Momentum Wealth Management, Emil held roles at Avatar Securities, where he managed over $175 million in long/short equity exposure and developed algorithmic trading strategies applying statistical arbitrage and market-neutral equity approaches, and at Blackmore Partners, where he advised on M&A transactions and capital raises up to $500 million for C-suite leadership and private equity firms. Emil holds a BS in Finance from DePaul University and completed advanced studies at the University of Nicosia. He maintains Series 7, 66, and 56 registrations. Fluent in Arabic, he has served on the Young Visions Board of the Israel Cancer Research Fund and is a member of the Chicago Leadership Alliance.

Private / alternative investments Wealth management Business succession planning Tax-loss harvesting RSUs / ISOs / NSOs Executive Founder/Business Owner Retired Doctor or Medical Professional Technology Professional Intergenerational Families HENRY (High Earners, Not Rich Yet) Established Professionals Retired Gen X (Born 1965-1980)

John N

CFP®, CPWA®, CPA

Mount Prospect, IL

Alo Financial Planning

John Nowak CFP® practitioner specializes in retirement planning for seasoned professionals; providing guidance to turn decades of saving into a Tax-Wise, Income-Smart, Experience-Rich retirement. He is a fiduciary who focuses on all aspects of your retirement journey: - turning savings into a retirement paycheck - reducing expected taxes over time - claiming Social Security and Medicare - aligning your portfolio with your lifestyle and bucket lists - enjoying your life while reducing regrets - leaving a legacy, not a burden and confusion for your family John works primarily with couples and single-women across the country who are looking for personalized planning and holistic advice for their retirement. Your ideas, vision, and concerns are our primary focus. John founded Alo Financial Planning in 2018 after becoming a planner in 2007, and following a career in accounting. He is a proud alum of the University of Illinois, graduating with honors in 1999 and a degree in Accountancy.

Retirement income strategy Retirement withdrawal strategies Roth conversion strategy General tax planning Wealth management Retired Executive Sales Professional Financial Professional Technology Professional Approaching retirement Retired Established Professionals

Benjamin H

CFP®

Barrington, IL

Illuminate Wealth Management

As a CFP® professional and founder of Illuminate Wealth Management, I work with business owners, executives, and professionals who are navigating complex financial decisions. My goal is to help you understand your options, avoid costly mistakes, and create a strategy that supports the life you're working so hard to build. Over the years, I've developed a particular passion for helping clients make smart decisions around equity compensation. Whether you're dealing with RSUs, ISOs, stock options, ESPPs, or a major liquidity event, I help clients think through the tax implications, manage concentration risk, and create a plan that connects today's decisions with their long-term goals. I also work closely with business owners who are balancing the demands of running a company while trying to make thoughtful decisions about growing and protecting their personal wealth. When your business, taxes, retirement goals, investments, and family finances are all connected, financial planning becomes about much more than investments alone. While equity compensation and business planning are often what bring people to me, my role is much larger than solving a single financial challenge. I help clients think through retirement, taxes, investments, cash flow, and long-term wealth planning so they can make decisions with confidence and stay focused on what matters most. My approach is simple: bring clarity to complexity and help people make confident financial decisions. I believe good planning should help you spend less time worrying about money and more time focusing on what matters most to you.

Private / alternative investments Equity compensation tax strategy Retirement income strategy Roth conversion strategy RSUs / ISOs / NSOs Founder/Business Owner Executive Established Professionals
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Nicole A

CFP®, Series 66

Wood Dale, IL

Parallel Advisors, LLC

Nicole Amore is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2025. Prior to joining Parallel, she worked at Falcon Wealth Planning, Inc., E*TRADE Capital Management LLC, E*Trade Securities LLC, and Morgan Stanley. She also serves as an adjunct professor of finance at multiple institutions, including Harper College, UCLA Extension, New York University, and John Carroll University. Parallel Advisors serves individuals, businesses, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis, and integrates held-away account management and adviser-only investment vehicles.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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