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Peter L
Series 66
Lombard, IL
Hunter Capital Management
Peter Lisnic is a financial advisor at Hunter Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at Hunter Capital Management since 2021, following a seven-year period operating under his own name. Hunter Capital Management is an SEC-registered investment adviser that serves high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm manages assets across separate accounts, a registered mutual fund, and private pooled vehicles, employing value-oriented equity strategies and a unique commodity subadviser arrangement within one private fund.
Angela W
CFP®, Series 63, Series 66
Oak Brook, IL
Wealthquest Corporation
Angela Williams is a Certified Financial Planner® with 16 years of industry experience. She has been with Wealthquest Corporation in Oak Brook, IL since 2013 and holds the Series 63 and Series 66 licenses. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that integrate portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team approach and offers both discretionary and non-discretionary services.
Linette M
Series 65
Hoffman Estates, IL
The Dala Group, LLC
Linette Mejia is a financial advisor at The Dala Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining The Dala Group, she worked at the Illinois Department of Human Services for six years and held positions at Legal Aid Chicago for three years. The Dala Group, LLC provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and business entities. The firm employs multi-disciplinary analysis and asset-allocation strategies to manage client accounts, offering both discretionary and non-discretionary mandates through a wrap fee program model.
John M
CFA®, Series 63, Series 66
Wheaton, IL
Timothy Financial Counsel, Inc.
John Mchenney is a CFA® charterholder with eight years of experience in the financial services industry. He is currently with Timothy Financial Counsel, Inc., where he has worked since 2023. His prior experience includes roles at First Trust Advisors L.P., Fidelity Investments, LLC, and The Vanguard Group, Inc. Timothy Financial Counsel, Inc. is a fee-only financial planning firm that provides hourly, project-based advice to individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes diversified investment exposure using mutual funds and ETFs, asset allocation, and periodic rebalancing, focusing on advisory and implementation coaching rather than ongoing portfolio management.
Andrew O
Series 66, Series 63, Series 65
Oakbrook Terrace, IL
Goldstone Financial Group, LLC
Andrew Owen is a financial advisor at Goldstone Financial Group, LLC with six years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Goldstone, he worked at MML Investor Services, MassMutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, he is an instructor at Bash Sports Academy, where he teaches baseball to youth. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion for around 1,675 clients. The firm provides discretionary portfolio management, financial planning, and access to sub-advisers and model portfolios, implementing strategies that utilize mutual funds, ETFs, fixed income, and select alternative investments.
John S
Series 65
Oak Brook, IL
Chicago Oakbrook Financial Group
John Suchy is a financial advisor with Chicago Oakbrook Financial Group holding a Series 65 credential. He has experience across multiple roles since 2016, including positions at Northwestern Mutual Investment Services and the American Automobile Association. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm utilizes a broad range of securities and investment strategies tailored to client objectives and manages over $1.2 billion in assets through a team-based approach.
Galo B
Series 65
Oakbrook Terrace, IL
Goldstone Financial Group, LLC
Galo Baca is a financial advisor at Goldstone Financial Group, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Envoy Advisory Inc., Christian Retirement Ministries, and Harvest Investment Services, LLC. His background also includes roles in education and community organizations. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, employing a documented investment process that combines fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers a range of strategies including tactical ETF models and alternative approaches such as options-based and hedged credit-spread strategies.
Jessica D
CFP®, Series 66
Oakbrook Terrace, IL
Goldstone Financial Group, LLC
Jessica Debold is a CFP® with 18 years of industry experience. She is currently with Goldstone Financial Group, LLC and has previously worked at Financial Engines Advisors L.L.C. and Buckingham Financial Group, Inc. Outside of her advisory role, she is involved in residential construction through DeBold Builders LLC, where she assists with bookkeeping, accounting, and income tax preparation. Goldstone Financial Group is a multi-team, SEC-registered investment adviser managing over $1 billion across more than 1,600 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and model portfolios, implementing strategies that include mutual funds, ETFs, fixed income, and alternative vehicles.
Katherine B
CFP®
Geneva, IL
DHJJ Financial Advisors
Katherine Byrne is a CFP® professional with 10 years of industry experience. She has been with DHJJ Financial Advisors, a firm based in Geneva, IL, since 2014. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million and serves individual and high-net-worth clients. The firm provides portfolio management, financial planning, and retirement plan services, and offers access to tax preparation and accounting through an affiliated CPA firm.
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.
Timothy N
CFP®, Series 63, Series 65
Oakbrook Terrace, IL
Harvest investment Services, LLC
Timothy Newell is a CFP® with 40 years of experience in financial advisory services. He is currently with Harvest Investment Services, LLC and Envoy Advisory Inc., having previously worked at ProEquities, Inc. He owns Harvest Financial Planning, LLC, where he provides comprehensive financial and estate planning, including trust preparation and tax services. Harvest Investment Services, LLC offers portfolio management, financial planning, and consulting to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs a multi-advisor team approach and uses a variety of investment strategies tailored to client objectives and risk tolerance.
Aaron D
CFP®, Series 65
Wheaton, IL
Timothy Financial Counsel, Inc.
Aaron Deeke is a CFP® with four years of industry experience, currently working at Timothy Financial Counsel, Inc. since 2021. Prior to joining Timothy Financial Counsel, he held roles at CME Group, Allstate Insurance, and State Farm Insurance. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm offers project-based advice on a wide range of financial topics and emphasizes diversified investment exposure through no-load mutual funds and ETFs while focusing on advisory and implementation coaching rather than ongoing portfolio management.
Troy B
CFP®
Downers Grove, IL
Capstone Financial Advisors Inc
Troy Bute is a CFP® professional with 19 years of industry experience, currently serving at Capstone Financial Advisors Inc since 1999. He is based in Downers Grove, IL, and has spent his entire advisory career at Capstone. Capstone Financial Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm focuses on asset-class allocation, cost control, and tax positioning, offering portfolio management, financial planning, pension consulting, and specialized services such as tax preparation and private fund investments.
Michael I
CFP®
Downers Grove, IL
Feldman, Ingardona & Co
Michael Ingardona is a CFP® professional with 12 years of experience at Feldman, Ingardona & Co. based in Downers Grove, IL. He has been with the firm since 2014, working as part of a six-advisor team. Feldman, Ingardona & Co. provides investment advisory services primarily to high-net-worth individuals, families, and institutions, typically requiring a minimum account size of $5 million. The firm focuses on long-term strategic asset allocation combined with opportunistic tactical shifts, utilizing both active managers and low-cost passive funds.
Peter S
Series 65
Burr Ridge, IL
4Wealth Advisors, Inc.
Peter Steigerwald is a financial advisor at 4Wealth Advisors, Inc. with 14 years of industry experience. He holds a Series 65 designation and has held roles at Retirement Income Management, Inc. and The Lending Company. Outside of advising, he has served as Vice President of Mortgage Lending at Guaranteed Rate in Chicago. 4Wealth Advisors, Inc. serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing portfolio management, financial planning, and pension consulting. The firm combines customized accounts, model portfolios, and third-party sub-advisers with ongoing monitoring and employs a range of investment strategies along with affiliated accounting and insurance services.
Gregory J
Series 63, Series 65
Oak Brook, IL
Paradigm Wealth Management, LLC
Gregory Johnson is a financial advisor at Paradigm Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Halo Securities, LLC and Sentinus, LLC. Outside of his advisory role, he is involved as a lacrosse coach and referee at Hinsdale Central. Paradigm Wealth Management, LLC serves individuals, including high net worth clients, and charitable organizations, offering portfolio management, financial planning, and third-party money manager referrals. The firm emphasizes tailored advisory strategies and manages held-away participant accounts through a third-party platform, providing regular account reviews and educational seminars.
Michael B
CFP®, Series 63, Series 65
Downers Grove, IL
Vertex Partners
Michael Bellis is a CFP® professional with over 32 years of experience in the financial services industry. He is currently affiliated with Vertex Partners and has previously worked with Highpoint Advisor Group and LPL Financial. Bellis also has involvement in an accounting and tax preparation partnership, Vertex Accounting Partners, LLC. Vertex Partners provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm tailors portfolios based on clients’ risk tolerance, time horizon, and liquidity needs, using a diversified approach that includes proprietary model portfolios, mutual funds, ETFs, individual securities, and third-party program platforms.
Brian N
CFP®
Downers Grove, IL
Capstone Financial Advisors Inc
Brian Niksa is a CFP® professional with 11 years of industry experience, currently serving at Capstone Financial Advisors Inc since 2009. Based in Downers Grove, IL, he is part of a multi-advisor team at the firm. Capstone Financial Advisors serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering portfolio management, financial planning, pension consulting, tax preparation, and access to private fund investments. The firm’s investment approach emphasizes asset-class allocation, cost control, tax positioning, and employs both fundamental and cyclical analysis within a multi-year horizon framework.
Wendy W
Series 66
Willow Springs, IL
Harvest investment Services, LLC
Wendy West is a Series 66-licensed financial advisor with Harvest Investment Services, LLC, bringing 28 years of industry experience. She has worked at Double W Financial Group, Inc. since 2014 and Harvest Financial Planning since 2012, with prior experience at Proequities from 2000 to 2018. West serves on the boards of the DeKalb Area Retirement Center and Kishwaukee United Way and chairs the IHSA Destination DeKalb, coordinating state high school football championships. Harvest Investment Services, LLC provides portfolio management, financial planning, pension consulting, and other advisory services to a diverse client base including individuals, retirement plans, and institutions. The firm employs an actively managed tactical investment strategy and offers a multi-advisor team structure with several offices.
Tammy B
CFP®, Series 65, Series 66
Downers Grove, IL
Vertex Partners
Tammy Billadeau is a CFP® professional with 15 years of industry experience, currently serving at Vertex Partners. Her prior experience includes roles at LPL Financial, LLC and Churchill Management Group. She also provides administrative support to Vertex Partners. Vertex Partners offers advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes tailored portfolios based on risk tolerance, time horizon, and liquidity needs, utilizing a variety of investment strategies and platforms.
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