Gary Klaben is a ChFC® with over 32 years of industry experience. He has been with Coyle Financial Counsel, Inc. since 1988 and currently serves as its president. Outside of his advisory role, he is involved in managing several business ventures including a publishing company, business-to-business services, a farm-to-consumer enterprise, and coaching entrepreneurs. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities by providing discretionary and non-discretionary asset management, wealth advisory, financial assessment, and project-based services. The firm utilizes a combination of tactical and strategic asset allocation alongside fundamental, quantitative, and technical analysis, offering a range of investment options including individual securities, mutual funds, ETFs, pooled vehicles, and third-party managers.

William Palmer is a financial advisor at Coyle with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including BB&T Bank, BB&T Investments, BB&T Securities, and SunTrust Advisory Services. Palmer serves as a board member for Candlelighters of Southwest Florida, a nonprofit supporting families of children with cancer or blood disorders, and for FGCU Planned Giving/Advancement, which focuses on philanthropic efforts for Florida Gulf Coast University. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary asset management along with financial assessment, wealth advisory, and family legacy services. The firm employs a combination of tactical and strategic asset allocation and utilizes sub-managers and third-party software for security-level analysis to tailor portfolios according to client goals, risk tolerance, and time horizon.

Ryan June is a financial advisor at Coyle with a Series 65 designation and three years of industry experience. He has been with Coyle Financial Counsel, LLC since 2016. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, providing discretionary and non-discretionary asset management along with financial assessment, wealth advisory, project-based planning, and family legacy services. The firm combines tactical and strategic asset allocation with individualized portfolio construction, using sub-managers and third-party software for security-level analysis, and supplements traditional advisory work with subscription-based educational content and family coordination services.

Derek Kyler is a financial advisor at Coyle with a Series 65 designation and two years of industry experience. His prior roles include positions at the DeKalb Park District and the Katz Graduate School of Business at the University of Pittsburgh. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities by providing discretionary and non-discretionary asset management, financial assessment, wealth advisory, project-based planning, and family legacy services. The firm combines tactical and strategic asset allocation with individualized portfolio construction and employs fundamental, quantitative, optimization, and technical research methods to align investments with client goals and risk tolerance.

Owen Mc Namara is a financial advisor with Coyle in Glenview, IL, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Coyle, he worked at Northwestern Mutual Investment Services LLC and Fidelity. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, offering discretionary and non-discretionary asset management, wealth advisory, financial assessment, and project-based services. The firm’s investment approach combines tactical and strategic asset allocation with fundamental, quantitative, and technical analysis across various investment vehicles.

Adam Blonsky is a CFP®-designated financial advisor with 15 years of industry experience, currently serving at Coyle Financial Counsel, Inc. since 2011. He holds Series 63 and Series 65 licenses and works out of Glenview, IL. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities with discretionary and non-discretionary asset management, wealth advisory, financial assessment, and project-based services. The firm combines tactical and strategic asset allocation with fundamental, quantitative, and technical analysis and offers a formal monthly subscription service alongside structured financial assessments for clients at various wealth stages.

John Finley is a CFA® charterholder with 14 years of experience in the financial industry. He has been with Coyle Financial Counsel, LLC since 2015. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, providing discretionary and non-discretionary asset management as well as financial assessment, wealth advisory, project-based planning, and family legacy services. The firm combines tactical and strategic asset allocation with individualized portfolio construction, utilizing sub-managers and third-party software for security-level analysis.

David Smestuen is a financial advisor at Coyle with a Series 65 designation and three years of industry experience. Prior to joining Coyle Financial Counsel, LLC in 2021, he worked at Cobalt Robotics and held roles in other businesses, including Old Timers Cowboy Kitchen. He also served nine years in the United States Marine Corps. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, offering discretionary and non-discretionary asset management alongside financial assessment, wealth advisory, and family legacy services. The firm employs a combined tactical and strategic investment approach, utilizing sub-managers and third-party software for security-level analysis, and supplements traditional advisory work with educational content and project-based family coordination services.

Jenny Selvaggio is a CFP® certificant with 11 years of industry experience. She has worked at Coyle Financial Counsel since 2020 and previously held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and William Blair and Company LLC. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities by offering discretionary and non-discretionary asset management, wealth advisory, and project-based services. The firm’s investment approach includes tactical and strategic asset allocation alongside fundamental, quantitative, and technical analysis.

Rebecca Fragassi is a CFP® professional with nine years of industry experience. She has been with Coyle Financial Counsel since 2007. Based in Glenview, IL, she works within a team of 11 advisors at Coyle. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities, providing asset management, wealth advisory, and financial assessment services. The firm combines tactical and strategic asset allocation with various analytical methods and offers both discretionary and non-discretionary management, including an automated sub-adviser program for smaller accounts.

Kevin Coyle is a financial advisor at Coyle with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Coyle Financial Counsel, Inc. since 1988, serving as its vice president. Outside of advisory work, he holds managerial roles in several business-to-business service companies and a publishing company. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, providing discretionary and non-discretionary asset management along with financial assessment, wealth advisory, project-based planning, and family legacy services. The firm’s investment approach integrates tactical and strategic asset allocation, individualized portfolio construction, and security-level analysis using various research methods to align portfolios with client goals and risk tolerance.