Kristen Koonce is a CFP® with 12 years of experience in the financial services industry. She has worked at McAdam LLC since 2014 and previously at Purshe Kaplan Sterling Investments. Koonce is currently affiliated with Madison Avenue Securities. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage diversified portfolios and offers a range of investment strategies including alternative and specialized products, along with a subscription-based financial planning service.

Steven Schmuhl is a financial advisor at McAdam LLC in Chicago, IL, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client accounts on a discretionary basis with a focus on diversified portfolios that incorporate traditional and alternative investments.

Morgan Murphy IV is a financial advisor at McAdam LLC with 12 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes positions at Madison Avenue Securities and Purshe Kaplan Sterling Investments. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client accounts with a focus on fundamental analysis and incorporating a diverse range of investment exposures.

Alison Whittington is a CFP® professional with seven years of industry experience, currently serving as an advisor at McAdam LLC since 2019. She has prior experience at AXIS Capital and has worked in roles outside finance, including at Kilroy's on Kirkwood and Indiana University. McAdam LLC advises a broad range of clients, including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm offers financial planning and investment management with a focus on discretionary portfolio management that incorporates mutual funds, ETFs, individual securities, and alternative asset exposures.

Todd Flynn is a financial advisor at McAdam LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, employing a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.

Austin Whittington is a CFP® with seven years of industry experience, currently serving as an advisor at McAdam LLC since 2018. His prior work includes roles at Hilliard Lyons and First Harrison Bank, as well as a period at Indiana University. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, implementing portfolios primarily through fundamental analysis and a diversified allocation approach tailored to client risk tolerance and objectives.

Joseph Hubert is a financial advisor with McAdam LLC in Chicago, IL, holding a Series 65 designation and six years of industry experience. Prior to his advisory role, he worked at Caffery's Pub and Starbucks and attended Marquette University. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, offering a range of financial planning, investment management, and specialized strategies.

Linus Park is a CFP® and CFA® with 17 years of industry experience, currently serving as an advisor at McAdam LLC in Chicago. He has worked at McAdam LLC and Purshe Kaplan Sterling Investments since 2014 and is an adjunct instructor at Northwestern University, where he teaches a CFP class. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage diversified portfolios tailored to client risk tolerance and objectives, offering a range of financial planning, consulting, and specialized investment strategies.

Andrew Duffy is a financial advisor with McAdam LLC in Chicago, holding a Series 65 credential and four years of industry experience. His prior experience includes roles at Raymond James branches and a position at the University of Michigan. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client accounts primarily on a discretionary basis, employing a diversified investment approach that includes traditional and specialized asset classes, and offers innovative planning products such as a tiered subscription service and estate-document creation.

Tyler Kendzior is a Series 65-licensed financial advisor with McAdam LLC in Chicago, IL, where he has worked since 2019. He has four years of industry experience, including prior roles at Room 38 and the University of Missouri. McAdam LLC serves a diverse clientele including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary investment approach with portfolios tailored through fundamental analysis and incorporates specialized exposures such as private investment funds and cryptocurrency via exchange-traded vehicles.

Jeffrey Jones is a financial advisor at McAdam LLC in Chicago, holding a Series 65 designation with four years of industry experience. Before joining McAdam in 2022, he worked at Trimedx from 2017 to 2022 and at IUPUI from 2015 to 2017. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios using mutual funds, ETFs, independent managers, and individual securities, offering a range of traditional and alternative investment strategies tailored to client objectives.

Abraham Fleck is a financial advisor at McAdam LLC in Chicago, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Meanwhile Space CIC, Vicente Foods, Indiana University, and Windward School. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm uses fundamental analysis and periodic portfolio reviews to tailor discretionary investment strategies, incorporating a range of traditional and specialized asset classes.

Michael Lynch is a financial advisor at McAdam LLC with six years of industry experience. He holds a Series 65 designation and has worked at McAdam LLC since 2020. Prior to his current role, he was employed at the University of Iowa and was involved in Lynch Roofing. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, retirement plan consulting, and related implementation support, using a discretionary management approach that includes a range of asset types and specialized investment exposures.

Tanner Bivens is a Series 65-licensed financial advisor with six years of industry experience. He has worked at McAdam LLC since 2021 and previously held roles at W&S Brokerage Services and Western & Southern Life. McAdam LLC is a large registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct diversified portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial planning service alongside access to alternative and specialized investment strategies.