Michael Brown is a CFA® charterholder with 24 years of industry experience. He is affiliated with The Planning Group, where he has worked since 1999, and previously held roles at Cambridge Investment Research Advisors. Brown holds a CPA credential and serves as a licensed insurance agent; he also acts as a paid trustee for two individual family trusts. The Planning Group is a registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm employs fundamental analysis and modern portfolio theory to create tailored, model-based portfolios, primarily using mutual funds, ETFs, fixed income, and other investment products.

Martin Jankelowitz is a Series 65 licensed advisor at The Planning Group with two years of industry experience. Prior to joining The Planning Group, he worked at Willis Towers Watson for five years and operated an independent consulting business from 2021 to 2023. He continues to engage in independent consulting, dedicating part of his time to this activity. The Planning Group serves individuals, pension and profit-sharing plans, and business entities through a multi-advisor team, providing discretionary portfolio management and financial planning tailored to client goals. The firm employs a combination of fundamental analysis and modern portfolio theory to construct long-term, asset-allocation-driven portfolios, primarily using mutual funds and ETFs.

Paul Shuman is a CFP® with 21 years of industry experience, currently serving as an advisor at The Planning Group. He has previously worked at Cambridge Investment Research Advisors and has operated Shuman Financial Consulting, LLC since 2009. Shuman is a CPA and serves as a board member and Financial Committee Chairman for Shore Community Services, Inc. in Skokie, IL. The Planning Group is a registered investment adviser that serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a model-based investment approach using fundamental analysis and modern portfolio theory, offering discretionary portfolio management and financial planning tailored to client objectives.

Dani Barron is a financial advisor at The Planning Group with 19 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Cambridge Investment Research Advisors and Barron Wealth Management. Barron founded a South African networking group in Illinois that organizes regular events to connect professionals. The Planning Group serves individuals, pension and profit-sharing plans, and business entities through a team-based approach, providing discretionary portfolio management and financial planning tailored to client goals. The firm uses a combination of fundamental analysis and modern portfolio theory to construct long-term, asset-allocation-driven portfolios, primarily utilizing mutual funds and ETFs.