Lori Galbraith

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

Joseph Menconi is a CFP® professional with 20 years of industry experience. He has worked at Heritage Drive Wealth Management LLC since 2020 and previously spent 24 years at JMG Financial Group, Ltd. in Naperville, IL. Heritage Drive Wealth Management provides asset management and fee-based financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis with strategic and tactical asset allocation, managing individualized portfolios primarily composed of mutual funds, ETFs, exchange-listed securities, and fixed-income instruments.

Richard Patap is a CFP®-certified financial advisor with 27 years of industry experience. He has led Patap Financial Services since 2011 in Naperville, IL. In addition to his advisory work, he is involved in insurance and annuity sales through a related business. Patap Financial Services provides personalized financial planning and investment management to individuals, estates, and small businesses, managing approximately $50.7 million for about 135 clients. The firm serves both high-net-worth and non-HNW clients, using a strategic asset allocation approach that combines index funds, ETFs, and actively managed funds, and offers both fee-based advisory services and commissionable insurance products through an affiliated agency.

John Bishop is a Series 65-credentialed advisor at Bishop Financial Services LLC in Naperville, IL, with four years of industry experience. He has been self-employed since 2008 and has served on the Tom Russell Charitable Foundation since 2001. Bishop Financial Services LLC is an independent advisory firm managing discretionary portfolios for individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses both fundamental and quantitative analysis, focusing primarily on equities, ETFs, and certain non-U.S. securities, and provides individualized Investment Policy Statements to guide asset allocation and ongoing monitoring.

Erik Barnes is a financial advisor at Retirement Portfolio Partners in Warrenville, IL, holding a Series 66 designation with 17 years of industry experience. He has been with The Farm Capital Management, LLC since 2008. Retirement Portfolio Partners provides wealth management services to individuals, high-net-worth households, and families, combining portfolio management with comprehensive financial planning. The firm employs passive, cost- and tax-aware strategies using mutual funds, ETFs, and select individual securities, and offers ongoing portfolio oversight through quantitative tools and client digital portals.

Darryl Franklin is a financial advisor at Oakwood Wealth Advisors Ltd. in Naperville, IL, holding a Series 66 designation with 16 years of industry experience. He has been with Oakwood Wealth Advisors since 2012. In addition to his advisory work, he serves as a graduate school lecturer at Benedictine University. Oakwood Wealth Advisors provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis, offering both active and passive management along with discretionary account authority and performance-based fee arrangements for qualified clients.