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John G

Series 66

Mundelein, IL

15 Wealth Advisors LLC

John Graham is a financial advisor with 2 years of industry experience, currently affiliated with 15 Wealth Advisors LLC. He holds the Series 66 designation and has worked at LPL Financial, LLC, TSFG, LLC, and 15 Wealth, LLC. Outside of advisory roles, he has experience in the food service industry and education. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients with investment advisory services, financial planning, and employer planning. The firm employs a multi-disciplinary investment process and offers discretionary portfolio management tailored to client goals, with a distinctive ownership and affiliation structure that includes sponsoring a wrap fee program and providing employer-level financial planning services.

Retirement income strategy Tax-loss harvesting Annuities Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Matthew L

Series 66

Mundelein, IL

15 Wealth Advisors LLC

Matthew Liggett is a financial advisor with 15 Wealth Advisors LLC in Mundelein, IL, holding a Series 66 designation and two years of industry experience. His prior work includes a period as a self-employed advisor from 2009 to 2025 and one year at LPL Financial. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients, offering investment advisory, financial planning, and employer planning services. The firm provides discretionary portfolio management tailored to client goals using a multi-disciplinary investment process and has a distinctive ownership structure that includes WealthFusion, LLC and an affiliated insurance agency.

Retirement income strategy Tax-loss harvesting Annuities Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Jeffrey H

Series 63, Series 65

Mundelein, IL

15 Wealth Advisors LLC

Jeffrey Hughes is a financial advisor with 30 years of industry experience, currently serving at 15 Wealth Advisors LLC. He holds Series 63 and Series 65 licenses and has previously worked with firms including LPL Financial LLC, Royal Alliance Associates, and American General Financial Advisors. Hughes is involved in multiple business activities related to investment and advisory services. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients, offering investment advisory, financial planning, and employer planning services. The firm employs a multi-disciplinary investment process with discretionary portfolio management tailored to client goals and risk profiles, primarily utilizing ETFs, model allocations, and customized recommendations.

Retirement income strategy Tax-loss harvesting Annuities Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Jeffrey F

Series 63, Series 66

Mundelein, IL

15 Wealth Advisors LLC

Jeffrey Feinendegen is a financial advisor at 15 Wealth Advisors LLC with 26 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at TSFG, LLC and LPL Financial, LLC. Outside of advising, he is an author of a general book about rules of living and is involved in a garage epoxy flooring dealership. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients by offering investment advisory, financial planning, and employer planning services. The firm uses a multidisciplinary investment process focused on ETFs, model allocations, and customized strategies, and it provides employer-level financial planning and retirement consulting along with its wrap fee program sponsorship and affiliated insurance agency ownership.

Retirement income strategy Tax-loss harvesting Annuities Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Patrick G

Series 66

Mundelein, IL

15 Wealth Advisors LLC

Patrick Graham is a financial advisor with 2 years of industry experience, currently affiliated with 15 Wealth Advisors LLC. He holds the Series 66 designation and has worked with firms including LPL Financial LLC and TSFG, LLC. His background includes roles outside of finance such as positions at the University of Iowa and in the restaurant industry. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients by providing investment advisory, financial planning, and employer planning services. The firm uses a multi-disciplinary investment process with discretionary portfolio management primarily focused on ETFs, model allocations, and customized recommendations.

Retirement income strategy Tax-loss harvesting Annuities Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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