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Kyle H
Series 66
Crystal Lake, IL
American Community Wealth Management, LLC
Kyle Hoskins is a financial advisor with American Community Wealth Management, LLC, holding a Series 66 designation. He has been with the firm since 2024 and has experience working with Osaic Wealth, Inc. Outside of his advisory roles, he has worked in hospitality at Snuggery River Roadhouse and held positions at The University of Iowa and McHenry County College. American Community Wealth Management provides investment advisory and financial planning services to individuals, business owners, corporations, and charitable organizations. The firm uses a multi-platform investment model combining third-party managed programs and advisor-managed portfolios, delivering services tailored to client objectives, risk tolerance, and asset allocation.
Michael N
Series 63, Series 66
Grayslake, IL
Capital Advisor Network
Michael Niemczyk is a financial advisor with Capital Advisor Network, holding Series 63 and Series 66 designations and 26 years of industry experience. He has operated Michael Niemczyk Associates, Inc. since 2001 and is also involved with MLN Retirement Planning & Tax Planning, Inc. In addition to his advisory roles, Niemczyk participates as a member and educator with the nonprofit Society of Financial Awareness, providing financial education through community classes and workshops. Capital Advisor Network serves individual and high-net-worth investors, institutions, charitable organizations, trusts, and employer-sponsored retirement plans. The firm applies a tactical investment approach utilizing data analytics and algorithmic signals, offering both discretionary and non-discretionary management across various asset classes while accommodating client-specific restrictions.
William G
Series 63, Series 65
Lake Forest, IL
North Shore Private Asset Management, LLC
William Gregg is a financial advisor at North Shore Private Asset Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with North Shore Private Asset Management since 2016. North Shore Private Asset Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and institutional clients such as pension and profit-sharing plans. The firm manages approximately $572 million in assets and offers customized portfolio management using a combination of fundamental, technical, and cyclical analysis across various investment vehicles.
Kevin N
CFP®, Series 66
Crystal Lake, IL
American Community Wealth Management, LLC
Kevin Noonan is a CFP® with 25 years of experience in the financial services industry. He is a Vice President and Investment Advisor Representative at American Community Wealth Management, LLC, where he has worked since 2003. Prior to this, he held roles with Triad Advisors, Inc. and Northern Trust Securities, Inc. Outside of his advisory work, Noonan serves as a voting board member of the Family Health Partnership Clinic, a 501(c)(3) healthcare organization. American Community Wealth Management provides investment advisory and financial planning services to individuals, business owners, corporations, charitable organizations, and pension and profit-sharing plans. The firm uses a multi-platform investment approach that includes third-party managed and advisor-managed portfolios tailored to client objectives, risk tolerance, and asset allocation.
Jason S
Series 63, Series 65, Series 66
Lake Bluff, IL
Landolt Securities, Inc.
Jason Seurer is a financial advisor with Landolt Securities, Inc. in Lake Bluff, IL, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked with multiple entities including his own consulting and holding companies, and he coaches high school football. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities, managing $137.8 million in assets. The firm focuses on fundamental analysis and primarily manages client assets in small-cap growth stocks, using both short-term and long-term trading strategies tailored to client objectives.
Patrick G
Series 66
Mundelein, IL
15 Wealth Advisors LLC
Patrick Graham is a financial advisor with 2 years of industry experience, currently affiliated with 15 Wealth Advisors LLC. He holds the Series 66 designation and has worked with firms including LPL Financial LLC and TSFG, LLC. His background includes roles outside of finance such as positions at the University of Iowa and in the restaurant industry. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients by providing investment advisory, financial planning, and employer planning services. The firm uses a multi-disciplinary investment process with discretionary portfolio management primarily focused on ETFs, model allocations, and customized recommendations.
Mathew D
Series 63, Series 65, Series 66
Vernon Hills, IL
BCU Wealth Advisors, LLC
Mathew Douvikas is a financial advisor with BCU Wealth Advisors, LLC, holding Series 63, 65, and 66 designations and possessing 11 years of industry experience. His career includes roles at LPL Financial LLC, PNC Bank, JP Morgan Securities LLC, and Banc One Securities Corporation. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $653.6 million in discretionary assets and employs a core-plus-satellite investment approach utilizing third-party managers and model portfolios from providers such as Dimensional and BlackRock.
Mark S
Series 63, Series 66
Lake Forest, IL
North Shore Private Asset Management, LLC
Mark Saran is a financial advisor at North Shore Private Asset Management, LLC with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has been with North Shore and Level Four Financial LLC since 2014. Outside of his advisory work, he serves on the board of Ironwood Industries, a manufacturing company, and the Lake Forest Library Foundation. North Shore Private Asset Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs customized portfolio management and various research methods, serving a diverse client base that includes pension and municipal governmental plans.
William L
Series 66
Vernon Hills, IL
BCU Wealth Advisors, LLC
William Luzzo is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL. He holds the Series 66 designation and has five years of industry experience. His work history includes roles at LPL Financial LLC, CUSO Financial Services, Thrivent Financial, and Northwestern Mutual. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $653.6 million in discretionary assets and employs a core-plus-satellite investment approach that incorporates third-party managers and model portfolios alongside customized strategies.
Jonathan R
Series 66
Lincolnshire, IL
B.B. Graham & Company, Inc.
Jonathan Rick is a Series 66-licensed financial advisor with 25 years of industry experience. He has been with B.B. Graham & Company, Inc. since 2007. Rick is also president and sole owner of Grace Wealth Management, LLC, an investment and financial business affiliated with his firm. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm utilizes fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often working with third-party managers.
Jeffery M
CFP®, Series 65
Lincolnshire, IL
Mowery & Schoenfeld Wealth Management, LLC
Jeffery Mowery is a CFP® with 26 years of industry experience. He has been with Mowery & Schoenfeld Wealth Management, LLC since 1999 and is also the managing member of Mowery & Schoenfeld, LLC, a CPA firm. He holds a life and health insurance license. Mowery & Schoenfeld Wealth Management, LLC serves individuals, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes portfolios using quantitative tools and a mix of investment vehicles, and it manages approximately $389 million in assets across about 161 client relationships.
Krassimira M
Series 65
Lincolnshire, IL
Mowery & Schoenfeld Wealth Management, LLC
Krassimira Marinkova is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at RMB Capital LLC and VennWell LLC. Mowery & Schoenfeld Wealth Management advises individuals, including high-net-worth clients, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes portfolios using quantitative tools and a mix of mutual funds, ETFs, and individual securities, serving approximately 161 client relationships with $389 million in assets under management.
Jonathan W
CFP®, Series 66
Vernon Hills, IL
BCU Wealth Advisors, LLC
Jonathan Wylie is a CFP® with 11 years of industry experience, currently serving as a financial advisor at BCU Wealth Advisors, LLC. He has worked at LPL Financial, Baxter Credit Union, and Woodbury Financial Services, among other firms. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a core-plus-satellite investment approach, utilizing third-party managers and model portfolios alongside customized strategies.
Michael D
PFS™
Lincolnshire, IL
Mowery & Schoenfeld Wealth Management, LLC
Michael Deering is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with four years of industry experience. He holds the PFS™ designation and has been associated with Mowery & Schoenfeld since 2011, working in both wealth management and as a tax partner involved in tax preparation and planning. Mowery & Schoenfeld Wealth Management advises individuals, including high-net-worth clients, and retirement plans, providing discretionary portfolio management, financial planning, and retirement consulting. The firm customizes portfolios based on client circumstances and risk tolerance, using a combination of mutual funds, ETFs, individual securities, and third-party money manager oversight.
Bryan F
CFP®, Series 63, Series 66
Vernon Hills, IL
BCU Wealth Advisors, LLC
Bryan Farrissey is a CFP® professional with 24 years of industry experience. He is currently with BCU Wealth Advisors, LLC, where he has worked since 2013, and also has a background at LPL Financial and CUSO Financial Services. Farrissey holds Series 63 and Series 66 licenses and has been associated with Baxter Credit Union since 2004. BCU Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $653.6 million in discretionary assets. The firm employs a core-plus-satellite investment approach utilizing third-party managers and model portfolios, and operates a significant wrap fee program through LPL Financial that covers transaction costs for participating accounts.
Amanda L
Series 63, Series 65
Vernon Hills, IL
BCU Wealth Advisors, LLC
Amanda Link is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior work includes roles at LPL Financial, Baxter Credit Union, CUSO Financial Services, and Sunamerica. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a core-plus-satellite investment approach with third-party managers and model portfolios, managing approximately $653.6 million in discretionary assets for around 870 clients through a team of 15 advisors.
Erika B
CFP®, Series 63, Series 66
Libertyville, IL
Inspirion Wealth Advisors, LLC
Erika Bateman is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Inspirion Wealth Advisors, LLC since 2014. She holds Series 63 and Series 66 licenses and works from Libertyville, IL. Inspirion Wealth Advisors is a team of nine advisors managing approximately $1.24 billion in assets, providing comprehensive wealth management, financial planning, and retirement plan consulting primarily for individual and high-net-worth clients. The firm offers discretionary wrap fee portfolio management with a combination of fundamental and technical analysis, incorporating both long- and short-term trading strategies along with tax and corporate planning services.
Heather W
CFP®, Series 63, Series 66
Vernon Hills, IL
BCU Wealth Advisors, LLC
Heather Wright is a CFP® professional with 22 years of experience, currently serving at BCU Wealth Advisors, LLC. She has been with BCU Wealth Advisors since 2017 and has prior experience at LPL Financial, CUSO Financial Services, Gem Financial Advisors, and Coldwell Banker. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a core-plus-satellite investment approach, utilizing third-party managers and model portfolios, and operates a significant wrap fee program that covers transaction costs for participating accounts.
John G
CFA®, Series 66
Crystal Lake, IL
American Community Wealth Management, LLC
John Gillespie is a CFA® charterholder with 15 years of experience in the financial industry. He currently serves as Senior Vice President at American Community Wealth Management, LLC and has held roles at firms including Triad Advisors, Alight Financial Advisors, and Charles Schwab. American Community Wealth Management offers investment advisory and financial planning services to individuals, business owners, charitable organizations, and pension plans. The firm uses a multi-platform investment approach that includes third-party managed programs and advisor-managed portfolios tailored to client objectives and risk tolerance.
Daniel B
Series 63, Series 65
Lake Forest, IL
TSFG, LLC
Daniel Bouska is a financial advisor with TSFG, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with TSFG, LLC (doing business as Alchemy Advisors) since 2015 and has also been affiliated with LPL Financial, LLC since 2004. Outside of advisory services, he offers life and fixed annuities to clients through TS Financial Group, LLC. TSFG, LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm employs fundamental analysis in security selection and manages client portfolios with a tailored approach, conducting regular reviews and offering financial planning at no additional charge to existing clients.
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