Randolph Hardy is a CFP®, CFA®, and Series 63-licensed advisor at Factor Wealth Management with 21 years of industry experience. He has been with Factor Wealth Management Ltd. since 2009. The firm manages approximately $630 million for a diverse client base including individuals, high-net-worth clients, business entities, charitable organizations, and pension and profit-sharing plans. Factor Wealth Management employs a long-term, systematic investment approach focused on diversified, risk-based portfolios, offering discretionary and non-discretionary management alongside financial planning and pension consulting services.

John Burns is a CFP® with 10 years of industry experience, currently a member of the five-advisor team at Factor Wealth Management in Chicago, IL. He has been with Factor Wealth Management since 2018 and previously worked at Merrill from 2016 to 2018. Factor Wealth Management serves individuals, high-net-worth clients, business entities, charitable organizations, and pension and profit-sharing plans, offering investment management, financial planning, pension consulting, and third-party adviser selection. The firm employs a long-term, systematic, risk-based investment approach focused on broad global diversification and managing portfolio turnover and trading costs.

Ryan Robertson is a financial advisor with Factor Wealth Management Ltd. in Chicago, IL, holding Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at Fidelity Investments. Factor Wealth Management Ltd. serves individuals, high-net-worth clients, business entities, charitable organizations, and retirement plans, providing discretionary and non-discretionary investment management, financial planning, and pension consulting. The firm employs a long-term, systematic, risk-based investment approach focused on broad global diversification and managing portfolio turnover and trading costs.

Elena Sargent is a financial advisor at Factor Wealth Management with a Series 65 credential and industry experience totaling around 13 years. Her prior roles include positions at MGO/OneSeven, Savant Wealth Management, Brownson Rehmus & Foxworth, and Clune & Associates. Factor Wealth Management serves individuals, high-net-worth clients, business entities, charitable organizations, and pension and profit-sharing plans with investment management, financial planning, pension consulting, and third-party adviser selection. The firm employs a long-term, risk-based approach emphasizing global diversification and manages approximately $781 million in client assets.

Brett Grossman is a financial advisor at Factor Wealth Management with two years of industry experience. He holds a Series 65 designation and has previously worked at PNC Financial Services Group and other organizations. Factor Wealth Management Ltd. serves individuals, high-net-worth clients, business entities, charitable organizations, and pension and profit-sharing plans with investment management, financial planning, pension consulting, and third-party adviser selection. The firm uses a long-term, systematic, risk-based approach focused on broad global diversification and managing portfolio turnover, trading costs, and investor behavior.