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Bradley S
Series 63, Series 66
Downers Drove, IL
Apollon Financial, LLC
Bradley Schaffnit is a financial advisor at Apollon Financial, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Highpoint Advisor Group, LLC and LPL Financial, LLC. His outside business activities include involvement with Leaders Partners, Inc., a non-variable insurance firm. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments.
Owen M
Series 65, Series 63
Glenview, IL
Coyle
Owen Mc Namara is a financial advisor at Coyle with Series 65 and Series 63 credentials and two years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Fidelity. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, providing discretionary and non-discretionary asset management, wealth advisory, and financial assessment services. The firm combines tactical and strategic asset allocation with various analytical approaches and offers structured financial assessments and an automated sub-adviser program for smaller accounts.
Nicholas C
Series 66
Buffalo Grove, IL
SGL Financial, LLC
Nicholas Castricone is a financial advisor at SGL Financial, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Nuveen, Kestra, and Bluelake Wealth. SGL Financial, LLC is a fee-based investment adviser serving financially established individuals, high-net-worth clients, small businesses, and select retirement and profit-sharing plans. The firm emphasizes broad diversification and long-term asset allocation, utilizing third-party money managers and a sub-advisory relationship with Savant Capital, and provides regular client education through newsletters and other resources.
Charles M
CFP®, Series 66
Naperville, IL
Millington Financial Advisors, LLC
Charles Millington is a CFP® professional with 19 years of experience in the financial industry. He has been with Millington Financial Advisors, LLC since 2014 and holds a Series 66 license. Outside of his advisory role, Millington serves as an accountant and CFO for Millington Insurance and also works as an insurance agent. Millington Financial Advisors serves individuals, high-net-worth clients, families, estates, corporations, retirement plans, trusts, and foundations with discretionary investment management, financial planning, and retirement-plan consulting. The firm incorporates tax planning and estate-planning facilitation into its services and utilizes a variety of investment strategies, including cyclical, fundamental, and technical analysis, with ongoing account monitoring and periodic client reviews.
Adam B
CFP®, Series 63, Series 65
Glenview, IL
Coyle
Adam Blonsky is a CFP®-designated financial advisor with 15 years of industry experience, currently serving at Coyle Financial Counsel, Inc. since 2011. He holds Series 63 and Series 65 licenses and works out of Glenview, IL. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities with discretionary and non-discretionary asset management, wealth advisory, financial assessment, and project-based services. The firm combines tactical and strategic asset allocation with fundamental, quantitative, and technical analysis and offers a formal monthly subscription service alongside structured financial assessments for clients at various wealth stages.
Dory R
CFP®, Series 66
Downers Grove, IL
Apollon Financial, LLC
Dory Rodriguez is a financial advisor with Apollon Financial, LLC, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. Prior to joining Apollon Financial in 2024, he worked at LPL Financial and HighPoint Advisor Group LLC. He has additional business activities that include sales of non-variable insurance products. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and offers financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments using a combination of centrally managed models, advisor-led portfolios, and sub-advisers.
Spencer B
Series 65
Deerfield, IL
Roberts, Glore & Co.
Spencer Bleecker is a financial advisor at Roberts, Glore & Co. with eight years of industry experience. He holds a Series 65 credential and has been with the firm since 2017. Prior to his advisory role, he spent four years at Lake Forest College. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pensions, and nonprofit organizations. The firm manages approximately $938 million in client assets, offering customized portfolio management based on fundamental analysis and valuation, and conducts regular portfolio reviews with a preference for mid- and large-cap equities and fixed-income holdings.
John F
CFA®
Glenview, IL
Coyle
John Finley is a CFA® charterholder with 14 years of experience in the financial industry. He has been with Coyle Financial Counsel, LLC since 2015. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, providing discretionary and non-discretionary asset management as well as financial assessment, wealth advisory, project-based planning, and family legacy services. The firm combines tactical and strategic asset allocation with individualized portfolio construction, utilizing sub-managers and third-party software for security-level analysis.
Robert T
CFP®, Series 63
Oakbrook Terrace, IL
Harvest investment Services, LLC
Robert Thompson is a CFP® professional with 37 years of industry experience. He is currently with Harvest Investment Services, LLC and Midland States Bank and has prior experience at Fifth Third Bank and Concourse Financial Group Securities Inc. Outside of his advisory work, Thompson serves as Board President-Chair of the Oak Lawn Public Library Foundation and is a board member and consultant for Virtu Broadband LLC, providing guidance on growth and development. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions through discretionary portfolio management, financial planning, and other consulting services. The firm uses a combination of customized portfolios and model-based strategies, incorporating active tactical approaches and multiple analysis methods, and supports plan sponsors as an ERISA investment manager when engaged.
Kimberly S
Series 66
Deerfield, IL
Nadler Financial Group, Inc.
Kimberly Stacy is an associate wealth manager at Nadler Financial Group, Inc. with experience at Gresham Partners, LLC and PriceWaterHouseCoopers. She holds the Series 66 designation and has been with Nadler Financial Group and Ausdal Financial Partners since 2024. Outside of her advisory role, she is a partner in a commercial real estate venture through Tsarpalas Family Partnership, LLC. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, offering discretionary investment management and financial planning services. The firm employs tactical asset allocation across diversified investment vehicles and operates a multi-advisor platform with approximately 16 advisors.
Michael S
Series 63, Series 65
East Dundee, IL
James T. Borello & Co.
Michael Speziale is a financial advisor at James T. Borello & Co. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with James T. Borello & Co. since 2011, following prior roles at Valic Financial Advisors and Berthel, Fisher & Company Financial Services, Inc. James T. Borello & Co. serves individuals, high-net-worth clients, small businesses, trusts, and other legal entities with discretionary investment management and comprehensive financial planning. The firm employs diversified portfolios constructed from mutual funds, ETFs, equities, and fixed income, using quantitative asset-allocation models and annual managed account reviews.
Brenton N
Series 65
Oakbrook Terrace, IL
Harvest investment Services, LLC
Brenton Newell is a Series 65-licensed financial advisor with Harvest Investment Services, LLC, where he has worked since 2015. He has three years of industry experience and has held positions at Wheaton College, Visionworks, Evangel University, College of DuPage, CYT Chicago, and Newell Christian Academy High School. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm employs a multi-advisor team approach and offers tailored investment strategies that incorporate fundamental, technical, and cyclical analysis, alongside specialized services such as ERISA 3(38) management and held-away 401(k) account oversight.
Ethan H
Series 66
Deerfield, IL
Indivisible Partners
Ethan Hafner is a financial advisor at Indivisible Partners with 29 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 17 years and Citigroup Global Markets for 8 years. Hafner is based in Deerfield, IL, and has been with Indivisible Partners since 2026. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to model portfolios and third-party investment strategies, using a strategic asset allocation framework overseen by an investment committee.
Matthew M
CFP®, CFA®, Series 66
Arlington Heights, IL
Signature Financial Services, Ltd
Matthew Moulton is a CFP® professional with seven years of experience in financial advising. He is affiliated with Signature Financial Services, Ltd and has worked at First Heartland Capital Inc and Signature Advisors Group. His background includes a role as an Associate Financial Planner at Signature Advisors Group. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation driven approach grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of investment vehicles including mutual funds and ETFs.
Kara V
CFP®, Series 65
Wheaton, IL
Timothy Financial Counsel, Inc.
Kara Vance is a CFP® and Series 65 professional with 15 years of experience in financial advisory services. She has been with Timothy Financial Counsel, Inc. since 2016. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on various financial topics and emphasizes diversified exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing, without offering ongoing portfolio management or discretionary authority.
John K
CFP®, Series 65
Downers Grove, IL
Capstone Financial Advisors Inc
John Koenig is a CFP® and holds a Series 65 license with eight years at Capstone Financial Advisors Inc and a total of four years in the industry. Prior to joining Capstone, he worked at Heritage Wealth Architects, LLC for two years and was a part-time student for one year. Capstone Financial Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers portfolio management and financial planning with an investment process that emphasizes asset-class allocation, cost control, and tax positioning, managing approximately $2.44 billion in client assets across a multi-advisor team.
Tyler Q
CFP®, Series 66
Oakbrook, IL
Rothschild Wealth LLC
Tyler Qualio is a CFP® with 25 years of experience in the financial industry, currently serving at Rothschild Wealth LLC. His career includes roles at Rothschild Investment LLC, Halo Securities, and Ausdal Financial Partners. He is a board member of the Will County Community Foundation, where he participates in charitable grants and advisory activities. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executives, trusts, retirement plans, and institutional clients, using asset-allocation models supported by quantitative analysis and third-party platforms.
Gregory D
CFP®, Series 65
Hoffman Estates, IL
Clearwater Capital Partners
Gregory Davis is a CFP® with 11 years of industry experience, currently serving as an advisor at Clearwater Capital Partners. He has been with Clearwater since 2015. Outside of his advisory role, he is a passive investor in a thoroughbred horse racing LLC and acts as a life insurance agent, evaluating and placing policies when needed for clients. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves individual, high-net-worth, and institutional clients using a variety of investment approaches, including fundamental, quantitative, and options strategies.
Daniel F
ChFC®, Series 63
Hinsdale, IL
Apollon Financial, LLC
Daniel Foxen is a financial advisor at Apollon Financial, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at LPL Financial and The New England. Outside of advisory work, he is involved in life and long-term care insurance sales through Foxen Financial, Inc. Apollon Financial is an SEC-registered advisory firm serving individuals, families, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, combining centrally managed model strategies with locally led portfolios and sub-advisers. Its investment approach includes ESG risk-based models, Direct Indexing, tax-aware techniques, and access to private and alternative investments.
Gergana V
Series 65, Series 63
Buffalo Grove, IL
Journey Financial Group, Inc.
Gergana Vasileva is an Investment Advisor Representative at Journey Financial Group, Inc. with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Journey Financial Group since 2013. In addition to her advisory role, she provides notary public services to clients at no charge. Journey Financial Group serves individual clients across various wealth levels, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing firm-developed model portfolios spanning conservative to aggressive risk profiles and utilizing both fundamental and technical analysis.
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