Joseph Peter Velez

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.

Zhe Li is a CFA® charterholder with one year of experience at April Asset Management LLC. Prior to joining April Asset Management, he worked at FICO-Wiseco, Tongdun Technology, Ernst & Young, and Protiviti Inc. April Asset Management LLC, formed in 2026, provides discretionary and non-discretionary portfolio management and financial planning services to individual and corporate clients. The firm employs a long-term, diversified investment approach that combines strategic and tactical asset allocation with fundamental, qualitative, and cyclical analysis.

Shreekkanth Viswanathan is a CFA® charterholder and holds the Series 66 designation with nine years of industry experience. He has been with SVN Capital, LLC since its founding in 2018, following three years at Keeley Asset Management. SVN Capital, LLC is a state-registered investment adviser serving individual and institutional clients with discretionary portfolio management, including separately managed accounts and a pooled private fund. The firm employs a bottom-up, fundamental value-investing approach focused on a concentrated portfolio and long-term horizon, managing approximately $14.3 million in discretionary assets.

James Pattie is the sole advisor at Horizon Capital Management, LLC in Lake Forest, Illinois. He holds a Series 65 designation and has 21 years of industry experience, including 22 years with Horizon Capital Management. Horizon Capital Management provides discretionary investment management to individuals, high-net-worth clients, and pension or profit-sharing plans, and also offers sub-advisory asset management to other registered investment advisers. The firm’s approach is based on Modern Portfolio Theory, emphasizing diversified allocations, a buy-and-hold strategy, and regular portfolio reviews.

Brian Rhoads is a CFA® charterholder and the principal of Checkpoint Financial Planning in Highland Park, IL, with two years of experience in financial advising. He previously worked for 18 years at Quantitative Risk Management. Checkpoint Financial Planning provides fee-only, advice-only financial planning to individuals, high-net-worth clients, and businesses through project-based engagements, focusing on areas such as retirement strategies, estate planning, and business planning. The firm emphasizes risk-aware, tax-conscious planning and delivers written reports following video consultations, without managing client assets or charging fees based on assets under management.

Jeffrey Cohen is a financial advisor at US Advanced Computing Infrastructure, Inc. with a Series 65 designation and four years of industry experience. Prior to founding his firm in 2018, he worked at International Business Machines (IBM) Corporation for three years. US Advanced Computing Infrastructure provides non-discretionary stock analysis and quantitative research to institutional investors, accredited high-net-worth clients, and individual investors. The firm uses a proprietary quantitative algorithm called the Chicago Quantum Net Score to evaluate stocks and construct portfolios, delivering services primarily through written reports, client-directed research, and subscription-based content.