Ashley Nicole Janosek

John Bishop is a financial advisor at Bishop Financial Services LLC in Naperville, IL, holding a Series 65 designation with five years of industry experience. He has been self-employed since 2008 and serves on the Tom Russell Charitable Foundation, where he has been involved for over 25 years. Bishop Financial Services LLC provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities. The firm combines fundamental and quantitative analysis with a focus on equities, ETFs, and non-U.S. securities, managing accounts under discretionary authority while employing a performance-based fee structure that includes a high-water mark arrangement.

Gary Rychtanek is a CFP® and Series 66 registered financial advisor with 29 years of industry experience. He is the sole advisor at GCR Financial Services, LLC, an independent firm based in Naperville, IL. Rychtanek has worked at Chauner Securities, Inc. since 2003 and Clune & Associates since 1996. In addition to his advisory role, he provides tax preparation services as a CPA, focusing on corporate, individual, and partnership tax returns. GCR Financial Services offers fee-based financial planning, investment supervisory services, and tax preparation/advice to individual clients, trusts, small businesses, and retirement plans. The firm manages approximately $47.4 million across about 39 clients, operating primarily on a non-discretionary basis with diversified portfolios and quarterly supervisory reviews. Its integration of accounting and tax services into the advisory process is a distinctive feature.

Mohit Aggarwal is a financial advisor at Century Trace Investment Advisors LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience with NTT Data and Infosys BPO Ltd. Century Trace Investment Advisors LLC provides personalized investment advisory and portfolio management services primarily to individuals and small businesses. The firm employs a long-term, buy-and-hold investment approach with diversified portfolios and offers both custom and model strategies, delivering services on a non-discretionary basis with client trade approval.

Robert Harbour is a financial advisor with EBH Financial, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at EBH Financial since 2010, with prior roles at LPL Financial and Infinity Financial Services Advisory. EBH Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm focuses on client-specific objectives and risk tolerance, using fundamental analysis and a preference for long-term investments, while maintaining a single custodian relationship with Charles Schwab.

Lang Nguyen is a financial advisor at Organize, Protect & Grow Your Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Serenity Investment Advisors and Edward Jones & Co. Outside of his advisory role, Nguyen serves as a board member of three nonprofit charitable organizations and works as a TurboTax Live Tax Expert during tax season. Organize, Protect & Grow Your Wealth, LLC provides discretionary portfolio management and investment planning primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporate entities. The firm employs a blend of analytical methods and modern portfolio theory to manage accounts on a discretionary basis, focusing on a diverse client mix including charities and retirement plans.

I'm a CFP and flat fee-only financial planner in Aurora, IL. I specialize in helping families answer financial questions that keep them up at night including: • What do I do to avoid tax surprises again this year and pay as little as possible? • How can I get my spouse on board and involved in our family finances? • If something unexpected happens, will our family be OK? • Are our investments the right fit for us? • How do I create something resembling a paycheck in retirement? • Can I leave this life-sucking job while maintaining my family’s financial stability? My typical clients share many of these characteristics: ✓ Are between the ages of 30 and 60 ✓ Earn a household income of $200,000 or more ✓ Are married or preparing for marriage ✓ Have combined or are seeking to combine their finances ✓ Want to journey toward or are already living a debt-free life ✓ Have kids at any age and stage, or are planning for them ✓ Hold only U.S. citizenship and own no foreign assets ✓ Have no unresolved complex income tax issues ✓ Want to exit or do not own complex, private, & illiquid investments If you are seeking clarity and confidence in making these and other important financial decisions and you live in the Chicagoland or across the country, let’s chat for 30 minutes. When I'm not deep in a client's financial plan, you'll find me on a long bike ride listening to encouraging music, sparking new ideas and fresh vision, sitting at a summer travel league baseball game cheering on the guys, or enjoying a night out with my wife and two boys here in Aurora.