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Phillip S

Series 66

Wheaton, IL

Pure Financial Advisors, LLC

Phillip Smolinski is a financial advisor with Pure Financial Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Fairhaven Wealth Management, IHT Wealth Management, Fidelity Brokerage Services, UBS Financial Services, and Ameriprise. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a financial-planning-centered approach rooted in academic frameworks and continuous planning through its Foundation Financial Plan process.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
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Jennifer T

CFP®, Series 63, Series 65

Wheaton, IL

Pure Financial Advisors, LLC

Jennifer Taylor is a CFP® professional with 30 years of industry experience and currently serves at Pure Financial Advisors, LLC. Her prior roles include positions at Fairhaven Wealth Management, LLC and Fidelity, where she worked for over 25 years in various capacities. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and manages portfolios primarily on a discretionary basis across a range of asset classes and strategies.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
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Trent W

CFP®, Series 66

Wheaton, IL

Pure Financial Advisors, LLC

Trent Warren is a CFP® professional with 21 years of industry experience. He is currently with Pure Financial Advisors, LLC and has previously worked at Fairhaven Wealth Management, Triad Advisors, Inc., Ford Wealth Management LLC, LPL Financial, and Merrill. Warren is also involved in fixed annuity and life insurance sales through Ash Brokerage and Penn Mutual. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management utilizing academic investment frameworks and emphasizes continuous planning through its Foundation Financial Plan process.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
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Gerald K

Series 66

Wheaton, IL

Pure Financial Advisors, LLC

Gerald King is a financial advisor at Pure Financial Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Goldman Sachs Wealth Services and Fairhaven Wealth Management. Pure Financial Advisors, LLC serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm applies academic investment frameworks and offers specialized services such as pension consulting and donor-advised fund management.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
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Marc H

CFP®, Series 65, Series 66

Wheaton, IL

Pure Financial Advisors, LLC

Marc Horner is a CFP® professional with 25 years of industry experience, currently serving at Pure Financial Advisors, LLC. His prior roles include positions at Fairhaven Wealth Management, Triad Advisors, UBS Financial Services, and Merrill. Outside of advising, he is president of HighTide Media LLC, a financial education company that produces licensed video content under the trademark "Million Dollar Cup of Coffee." Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive planning and discretionary portfolio management services.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
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Matthew F

Series 63, Series 65

Wheaton, IL

Pure Financial Advisors, LLC

Matthew Frederick is a financial advisor with Pure Financial Advisors, LLC in Wheaton, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Pacific Life Insurance Company, UBS Financial Services, and Merrill. He also holds life and health insurance licenses. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
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Kurt A

CFP®, Series 63, Series 66

Wheaton, IL

Pure Financial Advisors, LLC

Kurt Anderson is a CFP® professional with 25 years of experience in the financial services industry. He is currently an advisor at Pure Financial Advisors, LLC and has previously worked at Fairhaven Wealth Management, LLC and Voyage Financial Group among other firms. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm emphasizes financial planning based on academic frameworks like modern portfolio theory and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Retirement withdrawal strategies Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Executive Mid-Career Professionals Approaching retirement
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