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Sylvia Veronica Panek

Advisor at Natural Investments — Chicago, IL

Updated today

Credentials

Series 63, Series 65

Experience

10 years

Location

Chicago, IL 60660

Natural Investments logo

Natural Investments

Team

Total advisors

23

Across 20 offices

Clients per advisor

54 Typical

Avg AUM per client

$1,563,867 High

HNW client ratio

22% Low

About

Sylvia Panek is a financial advisor at Natural Investments with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Natural Investments since 2018, following roles at Cambridge Investment Research and her own advisory practice. Natural Investments is a values-focused advisory firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and long-term investment strategies using socially responsible funds and community investment instruments, managing approximately $2.05 billion through a team of 24 advisors.

Client services

Based on Natural Investments

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Natural Investments

ESG / Sustainable investing Private / alternative investments Charitable giving & philanthropy General estate planning guidance

Occupation focus

Based on Natural Investments

Founder/Business Owner

Demographic focus

Based on Natural Investments

Women Professionals African Americans/Black Gen Y/Millennials (Born 1980-1995) Values-based investing

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Fee options

Percentage

$0 - $200,000: 1.35% $200,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.10% $1,000,000 - $3,000,000: 0.95% $3,000,000 - $15,000,000: 0.85% $15,000,000 - $20,000,000: 0.65% $20,000,000+: 0.55%

Project-based

Hourly investment consulting available; financial planning fees may be hourly

Subscriptions

Retainer fees for ongoing financial planning services billed quarterly in arrears, negotiable

Other

Account minimum: $50,000 Minimum fee: Minimum annual fee of $500 Fee-only: Financial planning fees are billed hourly, project-based, or on retainer, negotiable per client and advisor

Location

See office

Chicago, IL

5940 N Sheridan Avenue

Chicago IL 60660

Advisors at this office

1

Most active in

Illinois

Work history

10 years of industry experience

Natural Investments

2018 - Present • 8 years

San Francisco, CA

Cambridge Investmet Research, Inc.

2016 - 2017 • 1 year

Fairfield, IA

Sylvia Panek

2015 - 2017 • 2 years

Salem, WI

Disclosures

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

Business activities & affiliations

Melissa O

Series 66

Northbrook, IL

Strategic Advisors of Illinois

Melissa Osuch is a financial advisor with Strategic Advisors of Illinois, holding a Series 66 designation and 20 years of industry experience. She has been with Strategic Advisors of Illinois since 2006 and has also worked at LPL Financial LLC since 2011. In addition to her advisory role, she is involved in accounting and tax preparation services through AMM Accounting Services. Strategic Advisors of Illinois provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on pre-retirement and post-retirement planning. The firm offers discretionary asset management, tiered ongoing financial planning, and educational seminars, constructing customized portfolios primarily through a wrap-fee program that integrates advisory services and trade execution.

Retirement income strategy Roth conversion strategy Charitable giving & philanthropy Liquidity event planning General estate planning guidance Executive

Rutvik J

Series 65

Chicago, IL

DIYFi Advisors LLC

I am the founder of DIYFi Advisors LLC, a fee-only advisory firm in Chicago. I work with young professionals and recent graduates on financial planning, investing and portfolio decisions. I hold the Series 65 license and work on a flat-fee or hourly basis. I do not sell products or charge a percentage of assets. Before starting DIYFi, I spent nearly a decade in economic consulting at Bates White and Econ One. There I analyzed complex financial and economic data for litigation matters. I also worked as a product manager at Capital One. I hold an economics degree from the University of Chicago and an MBA from MIT Sloan. My approach is built on evidence: low-cost index funds, tax efficiency, and clear plans that clients can carry out on their own. The "why" answer is built from what I know about your approach, not from a personal story. If something specific got you started, like your own student loans at Sloan or friends asking you for help, one sentence about it would make the answer much stronger. I can also put together a short profile of your writing style so future drafts sound more like you.

Passive / index investing Tax-loss harvesting Cash flow / budgeting General retirement planning Young Professionals

Emil A

Series 66, Series 7

Northfield, IL

Momentum Wealth Management

Emil Aldaddah is a Co-Founder, Chief Investment Officer, and Managing Partner at Momentum Wealth Management, with nearly two decades of experience delivering institutional-caliber investment management solutions. He specializes in developing tailored strategies for ultra-high-net-worth individuals, family offices, trustees, entrepreneurs, and private foundations. At Charles Schwab and Morgan Stanley Wealth Management, Emil managed portfolios totaling over $1.7 billion in assets under management, including $380 million in advisory services, serving individuals with net worths exceeding $1 billion, family offices, and public figures. His approach integrates asset management, financial planning, estate strategies, and alternative investments, helping clients preserve and grow wealth across generations. Prior to founding Momentum Wealth Management, Emil held roles at Avatar Securities, where he managed over $175 million in long/short equity exposure and developed algorithmic trading strategies applying statistical arbitrage and market-neutral equity approaches, and at Blackmore Partners, where he advised on M&A transactions and capital raises up to $500 million for C-suite leadership and private equity firms. Emil holds a BS in Finance from DePaul University and completed advanced studies at the University of Nicosia. He maintains Series 7, 66, and 56 registrations. Fluent in Arabic, he has served on the Young Visions Board of the Israel Cancer Research Fund and is a member of the Chicago Leadership Alliance.

Private / alternative investments Wealth management Business succession planning Tax-loss harvesting RSUs / ISOs / NSOs Executive Founder/Business Owner Retired Doctor or Medical Professional Technology Professional Intergenerational Families HENRY (High Earners, Not Rich Yet) Established Professionals Retired Gen X (Born 1965-1980)

Vincent D

CFP®, Series 65

Chicago, IL

RISE Investment Management, LLC

Vincent DeCrow is a financial advisor at RISE Investment Management, LLC (dba RISE Investments) with 7 years of direct industry experience. He holds the Series 65 designation and has worked at RISE since 2019, following roles at Origin Investments and Duff & Phelps, LLC. RISE Investments provides discretionary investment management and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm emphasizes long-term equity ownership, tax efficiency, and diversified portfolio construction, offering access to private placements and manager-of-managers solutions.

Private / alternative investments Real estate investing Tax-loss harvesting Retirement withdrawal strategies Cash flow / budgeting Founder/Business Owner Executive Retired Consultant Real Estate Professional Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Retired Approaching retirement Established Professionals
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Brady L

Series 65

Chicago, IL

RCM Wealth Advisors

Brady Lawrence is a financial advisor at RCM Wealth Advisors with a Series 65 credential and four years of industry experience. He has worked at RCM Wealth Advisors since 2022 and is also involved with RCM Ag Services and Strategic Trading Advisors, where he specializes in commodities hedging and agricultural market research. Prior to his advisory roles, he attended the University of Mississippi. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, including individuals, pension plans, and corporate clients. The firm uses a combination of fundamental and cyclical analysis, supported by an internal Investment Policy Committee, and offers tailored portfolio management with both discretionary and non-discretionary account options.

Options & derivatives strategies General retirement planning Retirement income strategy Wealth management Retirement plans for business owners (SEP, solo 401k)

Jared G

Series 65, Series 66, Series 7, RICP®

Chicago, IL

Stirlingshire Investments

Jared Goldstine is a dedicated financial advisor at Stirlingshire Investments, bringing 8 years of hands-on industry experience to help clients achieve their financial goals with confidence and clarity. He holds the Series 7 license and is a Retirement Income Certified Professional (RICP). Jared has built his expertise at respected firms including Park Avenue Securities, Guardian Life Insurance Company and Northwestern Mutual. In addition to his professional work, Jared serves as Vice President of First Choice Networking Group, a professional networking organization, where he volunteers his time to connect business leaders and foster meaningful relationships in the community. Stirlingshire Investments is a forward-thinking wealth management firm on the leading edge of AI and technology in the financial services industry. We deliver discretionary portfolio management to individuals, trusts, families, and institutions — serving both non-high-net-worth and high-net-worth clients with sophisticated, personalized strategies. By combining deep human expertise with advanced AI-powered analytics, machine learning models, and cutting-edge technology platforms, Stirlingshire provides a significant edge in portfolio construction, risk management, and opportunity identification. Our team utilizes multiple analytical methods and offers a broad range of investment solutions, including mutual funds, ETFs, fixed income, REITs, private placements, and venture/alternative vehicles. At Stirlingshire, we believe the future of wealth management belongs to those who intelligently merge proven financial principles with the most advanced tools available. Jared Goldstine and the entire team are committed to delivering innovative, technology-enhanced investment solutions tailored to each client’s unique objectives, risk tolerance, and timeline.

Long-term care insurance Active portfolio management Wealth management Tax-loss harvesting General retirement planning Scientific Professional Retired Doctor or Medical Professional Executive Mid-Career Professionals Established Professionals Approaching retirement Retired
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