Megan C Noga

Advisor at Merrill — Oak Brook, IL Spring Rd

Updated today

Credentials

Series 66

Experience

26 years

Location

Oak Brook, IL 60523

Merrill logo

Merrill

Institution

Total advisors

25,558

Across 3,162 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Megan Noga is a Wealth Management Advisor with Merrill Lynch Wealth Management and a founding member of The Theis Noga Group. She leads the team’s planning-based efforts to help clients set realistic financial goals, organize their financial lives, and prepare for both anticipated and unforeseen circumstances. Megan works with a diverse group of clients, including active and retired corporate executives, business owners considering sale or succession, and widows and widowers who benefit from her careful and considerate approach.

Since joining Merrill in 2000, Megan has built trusted relationships across multiple generations by providing tax-efficient investment and income strategies, evaluating Social Security options, and coordinating with CPAs, attorneys, and trust specialists to optimize tax minimization and estate planning. Her expertise includes retirement income planning, family wealth management strategies, small business strategies, and services for endowments, foundations, and non-profits.

Megan holds a Bachelor of Science degree in Finance from Millikin University. She has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), and Certified Exit Planning Advisor (CEPA). Residing in Somonauk, Illinois, Megan coaches youth sports and is active in the local Parent Teacher Organization.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

General retirement planning Retirement income strategy Social Security optimization Long-term care insurance Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive

Demographic focus

Women Professionals Retired Approaching retirement Parents

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Oak Brook, IL Spring Rd

2021 Spring Rd

Oak Brook IL 60523

Advisors at this office

87

Most active in

Illinois · Texas

Work history

26 years of industry experience

Bank of America, N.A.

2011 - Present • 15 years

Oak Brook, IL

Merrill

2000 - Present • 26 years

Oak Brook, IL

Disclosures

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

Business activities & affiliations

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
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Justin D

CFP®, Series 66

Downers Grove, IL

Vertex Partners

Justin Dagostino is a CFP® and holds a Series 66 license, with nine years of experience in the financial services industry. He is currently with Vertex Partners, where he has worked since 2019 in various capacities, including the launch of Vertex Partners as an independent investment advisor firm in 2022. His prior experience includes roles at LPL Financial, TD Ameritrade, Scottrade, Executive Wealth Management, and INVEST Financial Corp. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities. The firm’s investment approach emphasizes asset allocation, diversification, and behavioral finance, using a combination of active and passive model portfolios implemented through various investment vehicles and third-party manager platforms.

Tax-loss harvesting ESG / Sustainable investing Active portfolio management Factor investing / smart beta Options & derivatives strategies Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Values-based investing

Michael C

Series 66, Series 7

Downers Grove, IL

United Advisor Group

Michael Corson is a financial advisor at United Advisor Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of advising, he is an independent insurance agent, primarily selling disability insurance. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering discretionary and non-discretionary investment management, financial planning, and family office services. The firm combines proprietary model portfolios, custom trading, and third-party money managers using a variety of analytical and asset-allocation strategies.

Retirement income strategy Retirement withdrawal strategies Home buying College savings (529s, UTMA, etc.) General retirement planning Sales Professional Founder/Business Owner Independent Contractor Union Employee HENRY (High Earners, Not Rich Yet) Young Families Mid-Career Professionals Approaching retirement Married/Couples/Partners

Nicky A

CFP®, Series 66, CPWA®, CFT-I™

Wood Dale, IL

Parallel Advisors, LLC

Nicky Amore is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2025. Growing up, Nicky’s grandparents were an influential part of her life and she recalls, “My Papa always said that I should be a mechanic because I wanted to take things apart and discover how they work. He inspired me so much with his military service that I carry his dog tag with me to remind me that my first job is to serve others before I serve myself.” As a child with special needs in a family of six children, Nicky remembers, “Being in a wheelchair and having to learn resiliency and patience to overcome this struggle taught me to find a way to make it work.” She knew her special needs were temporary and she knew she would walk again one day. After struggling and relearning how to walk, she was determined to help others and to become a Chartered Special Needs Consultant®. After she healed from her injuries, she earned her second-degree black belt in karate, taught self defense to adults with special needs, participated in a triathlon for St. Jude Children’s Hospital, the Chicago Marathon for Special Olympics, and an Ironman triathlon for the Wounded Warrior Project. Through her work for life, she finds that people remove their fear by connecting with and leaning on others. Prior to joining Parallel, Nicky worked at E*TRADE Capital Management, E*Trade Securities, and Morgan Stanley. Being a CERTIFIED FINANCIAL PLANNER® and managing competing priorities requires integrating moving pieces including attention to detail and knowing not only how to take the pieces apart, but to put them back together in a way that fits and makes sense. Working collaboratively with her clients, she makes what seems complex, simple to understand, she creates a work-optional lifestyle, and together with clients, they plan and organize so that the focus is not on just one challenge, but the entire family. Nicky's career in financial services includes advising veterans, business owners, and families with special needs or trauma and much like she did in her youth, “As a Certified Financial Therapist™, I know my clients are the experts in their own lives so I take apart the fragments of my expertise and put the pieces back together in a cohesive way that can best serve them.” Since earning her MBA, she is determined to share her passion and enthusiasm for finance with the next generation of the profession. She also serves as an adjunct professor of finance at multiple institutions, including Harper College, UCLA Extension, New York University, and John Carroll University. She teaches Introduction to Accounting, Decision-Making for Entrepreneurs, and CFP® courses in estate planning, insurance and risk management, tax planning and psychology of financial planning. Nicky’s time outside of work is spent with her alumni societies and volunteering with Savvy Ladies, an organization determined to reduce disparities in financial education, 3rd Decade, Hire Heroes, and Alpha Phi Omega. She and her wife, Lauren, enjoy training for triathlons with their rescue dogs. 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 Planning for children with special needs Tax strategies for small businesses Scientific Professional Doctor or Medical Professional Educators, Teachers, and Academics Independent Contractor LGBTQIA Financial coaching / therapy FIRE (Financial Independence Retire Early) Intergenerational Families Women Professionals
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John D

Series 63, Series 65

Hinsdale, IL

Doncaster Wealth LLC

John Doncaster is the principal advisor at Doncaster Wealth LLC in Hinsdale, IL, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Northwestern Mutual and its affiliates for over a decade. He also maintains a role as a Pacific Life insurance agent. Doncaster Wealth LLC is a single-advisor independent registered investment adviser managing approximately $11 million for around 35 clients. The firm offers discretionary asset management and fee-based financial planning, tailoring investment programs to clients’ goals and risk tolerance using fundamental and cyclical analysis alongside Modern Portfolio Theory.

General retirement planning Income planning Wealth management Tax-loss harvesting Charitable giving tax strategies

Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

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.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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