Phillip Baumann

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.

Patrick Keedy is the principal advisor at Patrick Capital Management in Geneva, Illinois, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has led Patrick Capital Management since 2004. The firm provides personalized financial planning and discretionary and non-discretionary investment management for individuals, institutions, and business clients, including pension and profit-sharing plans, trusts, and charitable organizations. Its investment approach combines strategic and tactical asset allocation with macroeconomic and bottom-up security analysis, utilizing global diversification across multiple asset classes.

Simon Granner is a financial advisor with PCFO Capital holding Series 65 and Series 66 credentials. He is based in St Charles, Illinois. PCFO Capital, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm combines fundamental analysis and modern portfolio theory with a long-term trading orientation, tailoring portfolios to clients’ goals, tax considerations, and risk tolerances.

James Richter is a CFP® professional with 25 years of industry experience, currently serving as the sole advisor at Monotelo Wealth Partners in Elgin, IL. He previously worked at Hd Vest Advisory Services and Hd Vest Investment Services before founding Monotelo Wealth Partners in 2017. In addition to his advisory role, he owns and operates Monotelo Advisors, an accounting and tax preparation practice. Monotelo Wealth Partners is an independent firm that provides discretionary portfolio management and investment advisory services to a select client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages balanced, diversified portfolios with a focus on exchange-traded funds and employs multiple methods of analysis to implement tax-efficient investment strategies.

Gary Rychtanek is a CFP® with 28 years of industry experience and is the sole advisor at GCR Financial Services, LLC in Naperville, IL. He has worked with Chauner Securities, Inc. since 2003 and Clune & Associates since 1996. In addition to his advisory role, he provides fee-based tax preparation services as a CPA, focusing on corporate, individual, and partnership tax returns during the tax season. GCR Financial Services primarily serves individual clients and their associated trusts, small businesses, and retirement plans, offering comprehensive financial planning and investment supervisory services. The firm employs a non-discretionary investment approach with diversified portfolios and integrates tax, cash-flow, and estate considerations into its planning.

Dina Weiss is a financial advisor at Redwing Financial with 19 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and The Lighthouse Institute, Inc. In addition to her advisory work, she is a certified holistic nutritional consultant and engages in pro bono speaking on nutritional topics. She is also a co-author and provides public speaking on financial matters. Redwing Financial is an independent firm serving primarily individual clients with investment advisory and portfolio management services. The firm manages approximately $29.5 million across about 95 client relationships and offers a combination of advisory and brokerage services, including educational seminars and pension consulting.