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John L

Series 63, Series 65

St. Charles, IL

Total Clarity Wealth Management, Inc

John Long is a financial advisor with Total Clarity Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Total Clarity Wealth Management in 2023, he worked at Capital Point Financial Group, Ltd. and LPL Financial, LLC. Outside of his advisory work, Long officiates high school and middle school football and coaches and referees youth and high school basketball. Total Clarity Wealth Management is a multi-advisor wealth management and financial planning firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and specialized services, utilizing a range of investment strategies including model portfolios, third-party managed accounts, and in-house programs tailored to varying risk profiles.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
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Casey M

Series 66

St. Charles, IL

Total Clarity Wealth Management, Inc

Casey Moss is a financial advisor at Total Clarity Wealth Management, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Capital Pointe and HighPoint Advisor Group. In addition to his advisory role, he owns and operates Casey Moss Tax & Accounting, LLC, providing tax preparation and accounting services. Total Clarity Wealth Management is a multi-advisor firm serving individuals, trusts, estates, charitable organizations, corporations, and 401(k) plan sponsors. The firm offers comprehensive financial planning and discretionary portfolio management through various programs, utilizing mutual funds, ETFs, equities, and third-party models with custody primarily through Schwab and LPL.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
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Brent F

CFP®, Series 66

St. Charles, IL

Total Clarity Wealth Management, Inc

Brent Fields is a CFP® with 27 years of experience in the financial industry. He is currently with Total Clarity Wealth Management, Inc., where he has worked since 2007, and previously held positions at LPL Financial LLC and Cetera Advisor Networks LLC. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers a range of services including discretionary portfolio management, financial and retirement planning, and 401(k) plan advisory, utilizing various investment strategies from conservative wrap programs to more actively managed approaches.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
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Kathleen P

Series 66

St. Charles, IL

Total Clarity Wealth Management, Inc

Kathleen Panek Rickerson is a financial advisor with Total Clarity Wealth Management, Inc., holding a Series 66 designation and six years of industry experience. She has worked with Total Clarity Wealth Management and LPL Financial since 2018. Outside of financial advising, she has been involved with BabySnApps since 2013. Total Clarity Wealth Management is a multi-advisor wealth management and financial planning firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, 401(k) advisory, and donor-advised fund services, utilizing a range of investment strategies from conservative wrap programs to more active approaches for qualified investors.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
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Christopher V

Series 66

St. Charles, IL

Total Clarity Wealth Management, Inc

Christopher Vivian is a financial advisor at Total Clarity Wealth Management, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Cetera Advisor Networks LLC. Vivian also maintains a financial services business entity for tax and investment purposes. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, 401(k) advisory, and donor-advised fund services, utilizing a range of investment strategies including model portfolios and third-party separately managed accounts.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
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Anne Marie W

Series 66

St. Charles, IL

Total Clarity Wealth Management, Inc

Anne Marie Woodrich is a financial advisor at Total Clarity Wealth Management, Inc with six years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, CETERA Advisor Networks LLC, Pesch Law Office, P.C., and Wall Street Financial Advisors, Inc. Woodrich also provides administrative support to Total Clarity Wealth Management. Total Clarity Wealth Management is a multi-advisor firm serving individuals, trusts, estates, charitable organizations, corporations, and 401(k) plan sponsors. The firm offers comprehensive financial planning and discretionary portfolio management through various programs, customizing asset allocations and employing a range of investment strategies.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
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Kristina T

Series 65, Series 63

St. Charles, IL

Total Clarity Wealth Management, Inc

Kristina Tenney Gatto is a financial advisor at Total Clarity Wealth Management, Inc, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Total Clarity Wealth Management in 2020, she worked for School District 308 Oswego for five years. Total Clarity Wealth Management is a multi-advisor firm serving individuals, trusts, estates, charitable organizations, corporations, and employer 401(k) plan sponsors. The firm offers comprehensive financial planning and discretionary portfolio management using a variety of investment vehicles and approaches tailored to client needs.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
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David H

Series 63, Series 65

St. Charles, IL

Total Clarity Wealth Management, Inc

David Hogaboom is a financial advisor at Total Clarity Wealth Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Capital Point Financial Group, and Guidant Wealth Advisors. Hogaboom is also involved with Insightful Wealth Planning LLC, a business entity established for tax and investment purposes. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers services such as discretionary portfolio management, financial and retirement planning, and 401(k) plan advisory, utilizing a mix of model portfolios, third-party managed accounts, and in-house strategies including an actively traded program for qualified investors.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
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Jeanne T

Series 66

St. Charles, IL

Total Clarity Wealth Management, Inc

Jeanne Tackett is a financial advisor at Total Clarity Wealth Management, Inc. with 19 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial LLC and Cetera Advisors Networks LLC. Outside of her advisory role, she is involved in a non-investment business entity, Indigo Adviser Services, Inc. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, 401(k) advisory, and donor-advised fund services, employing a variety of investment programs including model portfolios, third-party managed accounts, and an actively traded strategy for qualified investors.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
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Vanessa C

Series 65

St. Charles, IL

Total Clarity Wealth Management, Inc

Vanessa Croessmann is a financial advisor at Total Clarity Wealth Management, Inc. with three years of industry experience. She holds a Series 65 designation and has worked as a financial planner with Wall Street Financial Advisors and as an independent licensed insurance agent. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, 401(k) advisory, and utilizes a range of investment strategies including model portfolios, third-party separately managed accounts, and an actively traded strategy for qualified investors.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
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Brendan K

Series 63, Series 65

St. Charles, IL

Total Clarity Wealth Management, Inc

Brendan Krahl is a financial advisor with Total Clarity Wealth Management, Inc. in St. Charles, IL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at LPL Financial, LLC and Capital Point Financial Group, Ltd. Brendan is also involved as an investor in a tax preparation and accounting firm. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, 401(k) advisory, and donor-advised fund services, employing a range of investment strategies from conservative wrap programs to more active approaches for sophisticated investors.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
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Martin F

Series 66

St. Charles, IL

Total Clarity Wealth Management, Inc

Martin Fogarty is a Series 66-licensed advisor with 22 years of industry experience. He currently serves at Total Clarity Wealth Management, Inc and has prior experience at Capital Point Financial Group, Ltd. Additionally, he is the founding attorney of The Heartland Law Firm, where he has worked since 2000. Total Clarity Wealth Management is a multi-advisor firm that provides comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, charitable organizations, corporations, and 401(k) plan sponsors, using a variety of investment vehicles and customized approaches.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
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