Arun understands the importance of details specific to each client, which includes tax efficiency, a fulfilling retirement, and legacy planning. He also realizes the importance of a client working with a professional on a consistent basis, rather than speaking to a different person each time the client calls an 800 number for support. As some individuals have an affinity for one sport or hobby over another, Arun has a strong affinity for finance. With 10+ years in wealth management, and another several in other industries prior to graduate school, Arun has a strong interest in financial planning and investing. Aside from his practical experience working directly with clients of all ages and backgrounds, Arun has an MBA in Finance from the University of Wisconsin – Madison. In Madison, he honed his technical skills, and then further developed them by obtaining the Chartered Financial Analyst (CFA®) designation, which is considered to be the most rigorous set of exams in the financial industry. Whether looking for a combination of planning and investment management, or just one of those two, Avenue 90 is available to help.

Scott Wentsel is a CERTIFIED FINANCIAL PLANNER™ with nine years of industry experience and the principal advisor at Wentsel Wealth Management, LLC. He has managed his independent advisory firm since 2016 and has been a professor at DePaul University since 2011. Outside of his advisory work, he serves as a trustee for an investment-related advisory firm. Wentsel Wealth Management provides investment management and financial planning to individuals, high-net-worth households, pension and profit-sharing plans, and charitable organizations. The firm uses a low-cost, globally diversified investment approach centered on asset allocation, combining index-oriented ETFs and mutual funds with selective active management and individual securities, and offers institutional services uncommon for a firm of its size.

Timothy Quinn is a CFP® professional with 26 years of experience in financial planning. He is the principal of Quinn Financial Planning, LLC, an independent firm he founded in 2009. In addition to his advisory role, he is a partner at GT Tax & Business Services, LLC, where he provides tax advice, planning, and preparation. Quinn Financial Planning serves individuals, trusts, and qualified retirement plans with discretionary investment management and comprehensive financial planning, including retirement, estate, insurance, college, and tax planning. The firm uses a structured, risk-based asset allocation process and offers limited pension consulting focused on investment planning and asset allocation for small businesses.

Edward Grudowski is a financial advisor at Personal Financial Management, Inc. in Orland Park, IL, with 27 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Personal Financial Management, Inc. since 1997. In addition to his advisory role, he operates an independent accounting practice as a Certified Public Accountant. Personal Financial Management, Inc. provides investment advisory services primarily to individuals, trusts, and estates, focusing on personalized portfolio management and limited-scope investment consulting. The firm develops individualized investment policies based on client goals and risk tolerance and employs fundamental, mutual fund/ETF, and technical analysis in portfolio implementation.

Sam Macaluso is the founder and principal of Ripple Ridge Enterprises LLC, an independent advisory firm. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. In addition to his advisory work, he operates an independent insurance agency and a CPA firm, SAM D. Macaluso & Associates, which provides accounting and tax-preparation services. Ripple Ridge Enterprises serves individual and high-net-worth clients with financial planning, portfolio management, and retirement plan consulting. The firm employs an asset-allocation approach and utilizes a range of investments, including mutual funds, ETFs, private placements, and non-traded real estate investment trusts.

Robert Wall is a financial advisor with Wall Investment Group, Inc. in Orland Park, IL. He holds a Series 65 designation and has 23 years of industry experience, having been with Wall Investment Group since 2003. Wall Investment Group provides discretionary investment supervisory services and portfolio management to individuals, businesses, qualified pension and profit-sharing plans, charitable organizations, and trusts. The firm emphasizes strategic asset allocation and combines fundamental and technical analysis in security selection, conducting formal account reviews at least quarterly.

Kurt Schultz is a financial advisor at ATIS, Inc. in Highland, Indiana, with 33 years of industry experience. He has held Series 63 and Series 66 designations and has been with ATIS, Inc. since 2009. Outside of his advisory role, he is a 20% partner in Evolution Investments, LLC, which manages office facilities and a professional condo association. ATIS, Inc. serves individual investors and trusts, focusing on IRA rollovers and offering portfolio management, retirement, estate, and legacy planning. The firm emphasizes asset allocation and diversification through predetermined mutual fund and ETF models, primarily managing assets on a non-discretionary basis within wrap-fee programs delivered via RBC-sponsored platforms.

Cynthia Menker is a CFP® with 24 years of industry experience, currently serving at Contour Financial since 2001. She holds a Series 65 license and is based in Orland Park, IL. Contour Financial serves individual households focusing on retirement planning and investment management for clients who are not high-net-worth. The firm emphasizes diversified portfolios using mutual funds and ETFs, combines investment oversight with comprehensive financial planning services, and operates as a fee-only fiduciary under the NAPFA code.

Melissa Osika is an investment advisor with Herr Capital Management LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Herr Capital Management since 2017 and previously held positions at American Portfolios Financial Services, Inc., SSN Advisory, Inc., and Securities Service Network. In addition to her advisory role, she is a licensed insurance agent offering life, health, disability, long-term care, and fixed annuities. Herr Capital Management LLC is a private wealth advisory firm serving individuals, families, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a disciplined investment process with strategic and tactical allocation adjustments and offers financial planning, discretionary investment management, and retirement-plan consulting.

Timothy Regan is a CFP® and ChFC® with 29 years of industry experience. He is currently with PrairieView Wealth & Tax Advisors and has previously worked at Purshe Kaplan Sterling Investments and Thrivent Financial, where he spent 18 years. Outside of his advisory role, Regan serves as chairman of the Grace Christian Academy School Board. PrairieView Wealth & Tax Advisors provides personalized financial planning and portfolio management to individuals, families, trusts, and businesses. The firm integrates tax-preparation services and licensed insurance offerings alongside its investment process, which emphasizes fundamental analysis to build customized portfolios.

Benjamin Tegeler is a financial advisor at Gineris Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Osaic Wealth Inc and Woodbury Financial Services. Tegeler also sells life insurance and annuity products as part of his financial planning services. Gineris Wealth Management advises individual clients and small businesses, providing non-discretionary portfolio management, hourly financial planning, and access to third-party advisory programs. The firm emphasizes diversified asset allocation and long-term strategies, using model portfolios and sub-advisers while implementing changes upon client approval.

David Latko Jr. is a financial advisor with Latko Wealth Management, Ltd. in Frankfort, IL, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has been affiliated with LPL Financial, LLC, and Latko Wealth Management since 2016. Latko Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and hourly consulting to individual clients, including high-net-worth households, as well as foundations, endowments, and corporate clients. The firm employs a personalized, goal-based process and offers a broad range of portfolio options, including mutual funds, ETFs, equities, fixed income, options, alternatives, and annuities, with ongoing account oversight.

Joseph McDonnell is a financial advisor at McDonnell Capital Management with 21 years of industry experience. He holds the CFP® and PFS™ designations, as well as Series 63 and 65 licenses. McDonnell has operated his own CPA practice since 1989 and has managed McDonnell Wealth Management since 2012. He serves as a school treasurer for multiple local school districts and a community educational foundation, overseeing their financial activities and fund investments. McDonnell Capital Management provides discretionary and non-discretionary investment management, retirement plan consulting, and integrated financial planning to a diverse client base including institutions, business owners, trusts, municipalities, and individual investors. The firm’s goals-driven investment approach is based on Modern Portfolio Theory and utilizes customized policy statements and financial modeling to guide asset allocation and measure progress.

Christopher McDonnell is a financial advisor at McDonnell Capital Management with 16 years of industry experience. He holds a Series 66 designation and has been leading McDonnell Wealth Management, LLC since 2012. McDonnell Capital Management provides discretionary investment management, non-discretionary advisory services, ERISA 3(21) co-fiduciary retirement plan consulting, and integrated financial planning to a diverse client base including institutions, business owners, trusts, municipalities, and individual clients. The firm employs a goals-driven investment approach based on Modern Portfolio Theory, utilizing customized investment policy statements and financial modeling to guide asset allocation and monitor progress.

David Bonifield is a financial advisor at Optimized Capital LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fourstar Wealth Advisors, LLC and U.S. Bank. Outside of his advisory role, he serves as president of Boniventures, Inc., a consulting firm unrelated to investments. Optimized Capital LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, corporations, and pension or profit-sharing plans. The firm emphasizes customized model portfolios focused on asset allocation and employs a mix of fundamental, technical, and long-term strategies with periodic rebalancing.

Anthony Petan is a financial advisor at PrairieView Wealth & Tax Advisors with a Series 65 credential and one year of industry experience. His background includes roles in both financial advising and community-focused businesses, including operating KAMs Bar and Plush Horse Ice Cream. PrairieView Wealth & Tax Advisors provides personalized financial planning and investment management to individuals and entities, integrating tax preparation and accounting services through an affiliated tax practice. The firm uses a tax-aware approach to portfolio construction and incorporates a variety of investment instruments with a long-term focus.

Wayne Casey is a financial advisor with Casey Wealth Management, Inc. in Orland Park, IL, holding a Series 66 designation and 24 years of industry experience. He has worked at Sammons Securities Co., LLC since 2009 and has been with Casey Wealth Management since its founding in 2002. Casey is the owner and president of Casey Wealth Management and also operates as an independent insurance agent. Casey Wealth Management provides customized financial planning, consulting, and investment management primarily to individual clients, occasionally serving pension and profit-sharing plans. The firm employs fundamental security analysis with a buy-and-hold strategy, offers non-discretionary management, and conducts quarterly portfolio reviews.

Robert Morvice is a CFP® with 14 years of industry experience. He is currently with PrairieView Wealth & Tax Advisors and has previously worked at firms including Bates Securities, Bates Financial Advisors, Team Belvedere LLC, and Belvedere Trading LLC. He serves as Director of Operations and Enrolled Agent for PrairieView Tax LLC, a tax preparation and advisory business affiliated with his firm. PrairieView Wealth & Tax Advisors provides personalized financial planning and portfolio management to individuals, families, trusts, estates, and businesses. The firm integrates tax preparation services through its affiliated entity and employs a primarily fundamental analysis approach to develop customized investment portfolios.

Gene Witt is a CFP® with 20 years of industry experience and is currently affiliated with Optimized Capital LLC. He has previously worked at FourStar Wealth Advisors, LLC, and Cetera Investment Advisers LLC. In addition to his advisory work, Witt maintains a licensed insurance practice selling health, property, and casualty insurance. Optimized Capital LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, corporations, and pension or profit-sharing plans. The firm specializes in customized model portfolios focused on asset allocation and offers both discretionary and non-discretionary management services.

Todd Reeves is a financial advisor at Tim Reeves & Associates with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, Inc. since 2015. Tim Reeves & Associates provides portfolio management for pooled investment vehicles and institutional clients, focusing on discretionary management and financial planning. The firm uses hourly and flat fee structures rather than asset-based fees and maintains affiliations with a broker-dealer and insurance licensing.