James Dobbs is a CFP® with 29 years of industry experience and has been with Woodfield Financial Advisors, Inc. for a combined 22 years since 1997. He holds a Series 63 license and operates out of Deer Park, Illinois. Woodfield Financial Advisors provides financial planning and investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm manages approximately $230 million, focusing on personalized portfolio construction, semi-annual rebalancing, and integrated insurance planning, offering both ongoing management and limited-scope planning engagements.

Martin Konsor is a CFP® professional with 10 years of industry experience, currently serving at Woodfield Financial Advisors, Inc. He has been employed at Zurich North America since 2012. Woodfield Financial Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers financial planning, investment advisory, portfolio management, and insurance review services, implementing tailored asset-allocation models based on fundamental analysis and ongoing portfolio monitoring.

Donald Monsen is a CFP® professional with 19 years of industry experience, currently affiliated with Woodfield Financial Advisors, Inc. He has previous experience with Independent Financial Group LLC and Woodfield Planning Corp, where he has worked since 1986. Woodfield Financial Advisors provides personalized financial planning and investment management services to individuals, trusts, charitable organizations, and small businesses, managing approximately $230 million for several hundred clients. The firm focuses on portfolio construction based on client risk profiles, ongoing management, and detailed insurance planning, offering both discretionary management and limited-scope planning engagements.