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Michael J

Series 63, Series 65

Oakbrook Terrace, IL

Parkview Asset Management, Inc.

Michael Jankowski is a financial advisor with Parkview Asset Management, Inc. in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Parkview in 2020, he spent 12 years at LaSalle St. Investment Advisors, LLC and LaSalle St. Securities, LLC. He is also president of Wealth Planning Network LLC, which focuses on fixed insurance products and serves as trustee for related benefit plans. Parkview Asset Management is a two-advisor firm managing approximately $206 million for around 140 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, using a primarily long-term, client-specific investment approach with low-cost diversified mutual funds, ETFs, and individual securities when appropriate.

General retirement planning Retirement income strategy Social Security optimization Medicare planning College savings (529s, UTMA, etc.)
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Adam W

Series 65

Downers Grove, IL

Stabile Investment Management

Adam Wilson is a Series 65-licensed advisor at Stabile Investment Management with one year of industry experience. His prior work includes roles at Sevita Health, Anixter - Wesco, Surgical Care Affiliates, and DeVry University. Stabile Investment Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management and investment consulting. The firm emphasizes diversification and fundamental analysis within a documented Investment Policy Statement, regularly reviews portfolios, and generally avoids IPOs, SPACs, and cryptocurrencies.

Wealth management Passive / index investing Active portfolio management Private / alternative investments
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Giacomo M

Series 65

Oak Brook, IL

FMI Financial, Ltd.

Giacomo Manfredini is a financial advisor at FMI Financial, Ltd. with a Series 65 designation and one year of industry experience. Prior to joining FMI Financial in 2026, he worked at GoldStone Financial Group and has educational experience at Elmhurst University and Nazareth Academy. FMI Financial, Ltd. provides investment advisory services to institutional investors, high-net-worth individuals, corporate retirement plans, trusts, and estates. The firm offers discretionary portfolio management, investment consulting, and financial planning, emphasizing a long-term, diversified approach and individualized Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General tax planning Options & derivatives strategies Founder/Business Owner Retired
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Christopher P

CFP®, Series 63, Series 65

Oak Brook, IL

stonebridge wealth management llc

Christopher Plahm is a CFP® professional with 25 years of experience in financial advising. He is a partner at Stonebridge Wealth Management LLC in Oak Brook, IL, where he has worked since 2011, and he also serves as managing member and CCO of Tall Pines Capital, LLC. His career includes prior roles at Commonwealth Financial Network and APW Capital, Inc. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, and tax-exempt entities, managing approximately $283 million for around 288 clients. The firm provides discretionary investment management, financial planning, and family-office/business consulting, using customized portfolios that incorporate ETFs, separate account managers, and individual securities, with a fiduciary approach to client assets.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner
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Michael P

Series 65

Lemont, IL

Pensinger Financial, Inc.

Michael Pensinger is the sole advisor at Pensinger Financial, Inc. in Lemont, IL, holding a Series 65 designation with 12 years of industry experience. He has led Pensinger Financial, LLC since 2014. Outside of financial advising, he is involved in real estate development through Denanson Development LLC Series Drexel Manor. Pensinger Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm’s approach is based on efficient market theory and modern portfolio theory, focusing on long-term investing primarily through indexed mutual funds and ETFs.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Brian W

Series 65

Downers Grove, IL

Stabile Investment Management

Brian Wilson is a financial advisor at Stabile Investment Management with 19 years of industry experience. He holds a Series 65 designation and has been with Stabile Investment Management since 2008. He also has an ongoing role with Financial Solutions Advisory Group dating back to 2004. Stabile Investment Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management along with on-demand investment consulting. The firm emphasizes diversification and fundamental analysis within a documented Investment Policy Statement and conducts regular portfolio reviews.

Wealth management Passive / index investing Active portfolio management Private / alternative investments
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David L

Series 65, Series 63

Frankfort, IL

Latko Wealth Management, Ltd.

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.

Retirement income strategy Equity compensation tax strategy Business succession planning Tax strategies for small businesses Founder/Business Owner Executive Retired
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Joseph M

CFP®, PFS™, Series 63, Series 65

Frankfort, IL

McDonnell Capital Management

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.

Income planning Retirement income strategy General tax planning Retirement plans for business owners (SEP, solo 401k) Retired
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Thomas W

CFP®, Series 63, Series 65

Hinsdale, IL

RPC Private Wealth, LLC

Thomas Westrick is a CFP® professional with 27 years of experience in the financial services industry. He is the sole advisor at RPC Private Wealth, LLC and has held positions at firms including Private Vista, LLC, APW Capital, Inc., and Retirement Programs, LLC. Outside of his advisory role, he works as a financial consultant at Retirement Programs Co. LLC, where he assists with financial planning and client management. RPC Private Wealth provides discretionary portfolio management to individuals, high-net-worth clients, and pension/profit-sharing plans through three distinct platforms. The firm’s investment approach emphasizes mutual funds, ETFs, and real estate funds, managing accounts with discretionary authority and tailored client investment policies.

Passive / index investing Real estate investing
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Tyler M

Series 65

Riverside, IL

Forest Asset Management LLC

Tyler May is a financial advisor at Forest Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Forest Asset Management since 2018, following three years at ConAgra Brands. Forest Asset Management LLC serves individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, primarily using passive and evidence-based mutual funds and ETFs, with discretionary portfolio management and financial planning services.

Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business sale tax planning College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Christopher M

Series 66

Frankfort, IL

McDonnell Capital Management

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.

Income planning Retirement income strategy General tax planning Retirement plans for business owners (SEP, solo 401k) Retired
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Mark P

CFP®, PFS™

Riverside, IL

Forest Asset Management LLC

Mark Pesavento is a CFP® and PFS™ with 19 years of industry experience. He has worked at Forest Asset Management LLC since 2006 and previously operated his own consulting firm, Mark S. Pesavento LLC, providing business consulting, transition, and valuation services. He is also president and owner of Cleco Industrial Fasteners Inc., where he serves as outside controller. Forest Asset Management LLC advises individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation-driven investment approach using primarily passive and evidence-based mutual funds and ETFs, supported by written investment policy statements, portfolio modeling, and third-party sub-advisers.

Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business sale tax planning College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Matthew P

Series 65

Hinsdale, IL

MPI Wealth Management LLC

Matthew Pequet is a financial advisor with MPI Wealth Management LLC in Hinsdale, Illinois. He holds a Series 65 designation and has seven years of industry experience. Prior to his current role, he worked at MPI Investment Management Inc for 19 years. MPI Wealth Management provides discretionary investment management and sub-advisory services to a diverse client base, including institutional and individual clients such as pension plans, banks, corporations, charitable organizations, and high-net-worth individuals. The firm combines quantitative techniques, technical and fundamental analysis, and macroeconomic research to tailor portfolios aligned with client objectives.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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Terrence H

CFP®, Series 63, Series 66

Orland Park, IL

Brickwork Financial Planning, LTD

Terrence Heafey is a CFP® with 30 years of industry experience, currently serving at Brickwork Financial Planning, LTD where he has worked since 2009. His prior roles include positions at 4 Wealth Advisors, Inc. and PURSHE KAPLAN STERLING INVESTMENTS, Inc. Heafey serves as a school board member for Palos Consolidated Elementary School District 118. Brickwork Financial Planning, LTD provides financial planning and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, focusing on written financial plans and advisory engagements without discretionary asset management. The firm employs a structured planning process using various analytical tools and offers services through fixed fees, retainers, or hourly consulting.

Retirement income strategy General tax planning Business succession planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Anthony P

Series 65

Frankfort, IL

PrairieView Wealth & Tax Advisors

Anthony Petan is a financial advisor with PrairieView Wealth & Tax Advisors in Frankfort, IL. He holds a Series 65 credential and has less than one year of industry experience. Prior to his role at PrairieView, he worked in various positions including hospitality and education. PrairieView Wealth & Tax Advisors serves individuals, families, family offices, trusts, estates, and private foundations, providing personalized financial planning alongside discretionary and non-discretionary investment management. The firm integrates tax preparation and accounting services through an affiliated tax practice and offers insurance products via licensed advisory personnel.

General retirement planning Wealth management Cash flow / budgeting
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Wayne C

Series 66

Orland Park, IL

Casey Wealth Management, Inc.

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning
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Patrick M

Series 63, Series 65

Oak Brook, IL

Patrick Mauro Investment Advisor, Inc.

Patrick Mauro is the principal of Patrick Mauro Investment Advisor, Inc. in Oak Brook, IL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has led his firm since 1996. Patrick Mauro Investment Advisor, Inc. is an SEC-registered advisory firm managing portfolios for individuals, pension and profit-sharing plans, trusts, estates, and various business and charitable entities. The firm provides discretionary investment management with strategies including laddered bond portfolios and growth-and-income equity approaches, emphasizing dividend-paying companies, MLPs, REITs, and commodity ETFs.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting
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Robert M

CFP®, Series 66

Frankfort, IL

PrairieView Wealth & Tax Advisors

Robert Morvice Jr. is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with PrairieView Wealth & Tax Advisors and has previously worked at firms including Bates Securities, Inc. and Belvedere Trading LLC. In addition to his advisory role, he serves as Director of Operations and Enrolled Agent at PrairieView Tax LLC, a tax preparation and advisory business. PrairieView Wealth & Tax Advisors serves individuals, families, family offices, trusts, estates, and private foundations with personalized financial planning and both discretionary and non-discretionary investment management. The firm integrates tax preparation and planning services through its affiliated tax practice and employs a fundamental, tax-aware investment approach tailored to client needs.

General retirement planning Wealth management Cash flow / budgeting
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Arminas R

Series 63, Series 65

Oakbrook Terrace, IL

Parkview Asset Management, Inc.

Arminas Rajuncas is a financial advisor at Parkview Asset Management, Inc. with 17 years of industry experience. He has previously worked at LPL Financial and Unique Wealth Strategies, LLC. Rajuncas holds Series 63 and Series 65 licenses. Parkview Asset Management, Inc. is a two-advisor SEC-registered firm managing approximately $206 million for around 140 clients, including individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm provides discretionary portfolio management and comprehensive financial planning with a primarily long-term, client-specific investment approach using low-cost diversified mutual funds, ETFs, and individual securities when appropriate.

General retirement planning Retirement income strategy Social Security optimization Medicare planning College savings (529s, UTMA, etc.)
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Kortney M

Series 63, Series 65

Westchester, IL

McCulley Financial Group, LLC

Kortney Mcculley is the principal advisor at McCulley Financial Group, LLC, an independent registered investment adviser based in Westchester, IL. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. In addition to his advisory role, Mcculley is involved in several entrepreneurial ventures, including ownership of a technology company and participation in agriculture commodities investment and consulting businesses. He is also the author of a book focused on helping clients plan and organize their financial goals. McCulley Financial Group serves individuals, trusts, estates, charitable organizations, small businesses, and retirement plan clients, providing financial planning, portfolio management, and corporate retirement plan consulting. The firm offers both discretionary and non-discretionary asset management integrated with written financial plans and ongoing investment monitoring.

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