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Mark M

CFP®, Series 63

Naperville, IL

Wealth Strategies Counselors, Inc

Mark Madia is a CFP® professional with over 33 years of experience in financial advising. He has been with Wealth Strategies Counselors, Inc. since 1998 and has held roles at FSC Securities Corporation and Tax & Investment Services, Inc. Additionally, Madia is involved with Tax & Accounting Strategies, Inc., a tax preparation and bookkeeping firm he leads. Wealth Strategies Counselors, Inc. provides personalized financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and businesses. The firm focuses on written broad-based or modular financial plans without discretionary portfolio management and employs a combination of fundamental and technical investment analysis, generally favoring long-term purchase strategies.

General retirement planning Income planning Life insurance needs analysis Long-term care insurance College savings (529s, UTMA, etc.)
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Marina S

Series 63, Series 66

Naperville, IL

Left Brain Wealth Management, LLC

Marina Solomon is a financial advisor at Left Brain Wealth Management, LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Left Brain Wealth Management since 2014. Outside her advisory role, she serves as an administrative assistant and non-registered fingerprint individual for The Leaders Group Broker Dealer. Left Brain Wealth Management provides discretionary asset management, financial planning, and 401(k) consultative services to individuals, trusts, corporations, and retirement plans. The firm utilizes a proprietary security-evaluation platform to tailor portfolios according to client objectives and risk tolerances.

Options & derivatives strategies Concentrated stock management Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Todd M

CFP®, Series 63, Series 65

Batavia, IL

Masus Financial Group, LTD.

Todd Masus is a CFP® professional with 28 years of experience in the financial industry. He has worked at LPL Financial since 2000 and has been with Masus Financial Group, Ltd. since 2015. In addition to his advisory roles, he provides notary services to his clients on a volunteer basis without charge. Masus Financial Group offers wealth management and advisory services to individuals, trusts, estates, and businesses, focusing on long-term investment strategies supported by a combination of fundamental, technical, cyclical, behavioral, and charting analyses. The firm manages discretionary and non-discretionary portfolios using diverse investment vehicles and sponsors its own wrap fee program.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Austin K

Series 63, Series 66

Wheaton, IL

Cambier Capital, LLC

Austin Kight is a financial advisor at Cambier Capital, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including 2642 Capital, LLC, ALPS Distributors, Inc., PT Asset Management LLC, Performance Trust Capital Partners LLC, Innovator Capital Management, Foreside Fund Services, LLC, and Weber Shandwick. Cambier Capital provides continuous wealth and investment management services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and other business entities. The firm offers customized portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a primarily long-term investment approach with flexibility to adjust based on client objectives or market conditions.

Private / alternative investments Equity compensation tax strategy Retirement withdrawal strategies Wealth management
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Jeremiah Y

Series 66, Series 63

Wheaton, IL

Cambier Capital, LLC

Jeremiah Yi is a financial advisor with Cambier Capital, LLC in Wheaton, IL. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at PT Asset Management LLC, Performance Trust Capital Partners LLC, and ALPS Distributors, Inc. Cambier Capital provides wealth management and investment services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios typically consisting of mutual funds, ETFs, individual equities, and fixed-income securities, employing a long-term investment approach combined with fundamental and technical analysis and independent third-party manager oversight.

Private / alternative investments Equity compensation tax strategy Retirement withdrawal strategies Wealth management
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Nicholas N

CFP®, Series 66

Lisle, IL

Sebold Capital Management, Inc

Nicholas Niemi is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Sebold Capital Management since 2023 and previously held positions at Bank of America, Merrill, and The Mather Group. Sebold Capital Management provides personalized wealth management and investment advisory services to individuals, families, trusts, estates, and family-owned businesses. The firm employs a strategic asset allocation approach combining passive index and ETF exposures with selected active funds, dividend-paying equities, and municipal bonds.

Business succession planning Founder/Business Owner
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Natalia K

Series 65

Naperville, IL

Blue Cedar Advisors LLC

Natalia Kabbe is a financial advisor at Blue Cedar Advisors LLC with two years of industry experience. She holds a Series 65 designation and has been with Blue Cedar Advisors since 2021. In addition to her work in financial advising, she is a managing partner at Kabbe Law Group LLC, a law practice specializing in estate planning and elder law. Blue Cedar Advisors provides portfolio management and integrated financial planning services primarily to high-net-worth individuals. The firm uses a combination of analytical methods and maintains a long-term trading orientation, preparing individualized Investment Policy Statements and conducting ongoing monitoring, asset allocation, and security selection.

Wealth management Real estate investing College savings (529s, UTMA, etc.)
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Sean S

CFP®, CFA®, Series 63

Lisle, IL

Sebold Capital Management, Inc

Sean Sebold is a CFP® and CFA® with 28 years of industry experience. He is a principal at Sebold Capital Management, Inc., where he has worked since 1998. Prior to that, he has been affiliated with The Mather Group since 2026. Sebold Capital Management provides personalized wealth management and investment advisory services to individuals, families, trusts, estates, and family-owned businesses. The firm employs a strategic asset allocation approach that blends passive index and ETF exposures with select active funds, dividend-paying equities, and municipal bonds, offering both discretionary and non-discretionary portfolio management.

Business succession planning Founder/Business Owner
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Noland L

CFP®, Series 66

Naperville, IL

Left Brain Wealth Management, LLC

Noland Langford is a CFP® and holds a Series 66 license, with 26 years of industry experience. He has been with Left Brain Wealth Management, LLC since 2014 and serves as the firm’s president and CEO. Outside of his advisory role, he is also the principal owner of Left Brain Capital Management and directs several associated investment funds. Left Brain Wealth Management, LLC provides discretionary asset management and financial planning services to individuals, trusts, retirement plans, and corporations. The firm uses a proprietary platform combining fundamental, technical, and quantitative analysis to manage tailored portfolios and pooled private funds.

Options & derivatives strategies Concentrated stock management Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Charles C

Series 63, Series 66, Series 65

Lisle, IL

Blackwatch Financial Group, LLC

Charles Campbell is a financial advisor at BlackWatch Financial Group, LLC with 37 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining BlackWatch Financial Group, he worked at U.S. Bancorp Investments, Inc. for eight years. BlackWatch Financial Group serves ultra‑high‑net‑worth families and charitable organizations, offering discretionary investment management, financial planning, and multi‑family office services. The firm uses a customized investment approach that includes mean‑variance optimization across a range of traditional and alternative asset classes, along with ongoing portfolio monitoring and consolidated reporting.

Wealth management Business succession planning Charitable giving & philanthropy Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Intergenerational Families
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Thomas T

Series 63, Series 65

Naperville, IL

Wealth Strategies Counselors, Inc

Thomas Theodore is a financial advisor with Wealth Strategies Counselors, Inc. in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at FSC Securities Corporation and Tax & Investment Services Inc. and serves as president of Wealth Strategies Counselors. Outside of advisory work, he owns a tax preparation and bookkeeping firm and participates as vice president on the board of his office condominium association. Wealth Strategies Counselors, Inc. offers personalized financial planning to a diverse client base, including individuals, trusts, and business entities. The firm emphasizes written, tailored plans with a combination of fundamental and technical investment analysis, generally favoring long-term purchase strategies, and operates primarily on fixed fees or retainers without discretionary portfolio management.

General retirement planning Income planning Life insurance needs analysis Long-term care insurance College savings (529s, UTMA, etc.)
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Frank B

Series 63, Series 65

Lisle, IL

Asset Strategies, Inc

Frank Bodi is a financial advisor at Asset Strategies, Inc. with 41 years of industry experience. He previously worked at Landolt Securities Inc. for seven years and at IFS Securities for one year. Asset Strategies, Inc. provides discretionary portfolio management and standalone financial planning and consulting services to individual and charitable clients. The firm uses a combination of fundamental, technical, charting, and cyclical analyses, employing both long- and short-term strategies across various asset classes.

Wealth management General estate planning guidance
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Freddy G

CFP®, Series 63, Series 65

Naperville, IL

Left Brain Wealth Management, LLC

Freddy Garcia is a CFP® with 27 years of industry experience, currently serving as an advisor at Left Brain Wealth Management, LLC in Naperville, IL. He has held roles at Capitas Financial Midwest LLC and The Leaders Group, Inc. since 2016. Left Brain Wealth Management provides discretionary asset management, financial planning, and 401(k) consultative services to individuals, trusts, corporations, and retirement plans. The firm uses a proprietary platform combining fundamental, technical, and quantitative analysis to customize portfolios across various asset classes, including equities, fixed income, ETFs, mutual funds, and option strategies.

Options & derivatives strategies Concentrated stock management Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Kevin K

Series 65

Geneva, IL

Blue Haven Capital, LLC

Kevin Kleinman is a financial advisor at Blue Haven Capital, LLC with eight years of industry experience. He holds a Series 65 credential and has worked at Blue Haven Capital since 2018. Prior to that, he was involved with Shoot90 and WatchHimTrade.com for several years. Blue Haven Capital is a fee-only investment adviser serving individuals, high net worth clients, trusts, estates, family foundations, and charitable organizations. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory, using low-cost mutual funds and ETFs alongside options strategies and select private credit and equity investments tailored to client suitability.

Options & derivatives strategies Private / alternative investments
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Prakhar B

CFA®

Naperville, IL

V2 Financial Group, LLC

Prakhar Bansal is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at V2 Financial Group, LLC. Prior to joining V2 Financial Group, he spent eleven years at The University of Chicago and took a year for extended travel. V2 Financial Group provides discretionary asset management and financial planning to individuals and small businesses, managing approximately $350 million in client assets. The firm’s investment approach combines modern portfolio theory with macroeconomic and behavioral analysis, using strategic allocations along with tactical adjustments informed by fundamental and technical research.

Active portfolio management Options & derivatives strategies
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Ethan C

Series 65

Sugar Grove, IL

Ascension Financial

Ethan Czerwinski is a financial advisor at Ascension Financial with a Series 65 designation and six years of experience through his own consulting business. He has been with Ascension Financial since 2023. Outside of his advisory role, he operates Czerwinski Consulting LLC, a non-investment-related business. Ascension Financial is a small, fee-only advisory firm serving individual and high-net-worth clients, as well as trusts, estates, and qualified retirement plans. The firm actively manages portfolios using a combination of fundamental, quantitative, and technical analysis, employing strategies such as derivatives and margin for hedging and income generation.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Concentrated stock management
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Kristopher K

Series 66

Lisle, IL

Asset Strategies, Inc

Kristopher Kessler is a financial advisor at Asset Strategies, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked previously at WestPark Capital Inc and American Trust Investment Services, Inc. Mr. Kessler is a managing member and 50% owner of AmTru Fund Management LLC, where he manages an SPV related to AI inference ventures. Asset Strategies, Inc. provides discretionary portfolio management and financial planning to individual and charitable clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, implementing both long- and short-term strategies across various asset classes.

Wealth management General estate planning guidance
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Irfan G

Series 65, Series 66

Naperville, IL

Galaria Capital Management, LLC

Irfan Galaria is a financial advisor at Galaria Capital Management, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is also the physician and president of Galaria Plastic Surgery & Dermatology, a medical-surgical practice he has operated since 2009. Galaria Capital Management serves individuals, families, trusts, small businesses, and employer retirement plans, providing discretionary portfolio management and investment planning. The firm customizes strategies based on client age, risk tolerance, and time horizon, emphasizing asset allocation and diversification while accommodating faith-based or socially conscious preferences when practicable.

Wealth management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Disability insurance ESG / Sustainable investing Founder/Business Owner
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Donald C

Series 63, Series 65

Geneva, IL

Blue Haven Capital, LLC

Donald Cummings Jr. is a financial advisor with Blue Haven Capital, LLC in Geneva, IL. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 20 years at Blue Haven Capital. Blue Haven Capital is a fee-only investment adviser serving individuals, high net worth clients, trusts, estates, family foundations, and charitable organizations. The firm provides tailored portfolio management, emphasizing diversified asset allocation based on Modern Portfolio Theory and a strategic buy-hold-rebalance approach using low-cost mutual funds, ETFs, and select options and private investments.

Options & derivatives strategies Private / alternative investments
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Michael G

Series 63, Series 65

Lisle, IL

Asset Strategies, Inc

Michael Grady is a financial advisor at Asset Strategies, Inc with over 41 years of industry experience. His career includes roles at E.F. Hutton & Co. LLC and Chicago Capital Management Advisors, where he serves as president of the affiliated registered investment advisory. He is also a director of the Upward Foundation, a charitable organization providing support and scholarships to disadvantaged individuals. Asset Strategies, Inc. offers discretionary portfolio management and financial planning to individual and charitable clients, managing approximately $59.7 million in discretionary assets. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement long- and short-term investment strategies across various asset classes.

Wealth management General estate planning guidance
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