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Jeffrey M
Series 63, Series 65
Downers Grove, IL
Highpoint Planning Partners
Jeffrey Martin is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2013. Highpoint Planning Partners serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and uses a multi-asset investment approach combined with third-party and LPL-sponsored platforms.
Ryan K
Series 65
Hickory Hills, IL
Foundations Investment Advisors LLC
Ryan Kelly is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, where he has worked for three years. Prior to joining Foundations, he served in fire departments in Chicago and Cicero, and has experience at multiple other organizations including Jimmy Johns and Stafford Tower Crane of America. He has an educational background from Arizona State University. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios with an asymmetric rebalancing approach, and works through a large network of affiliated offices and advisers.
Ramsen O
Series 63, Series 66
Chicago, IL
Northern Trust Securities, Inc.
Ramsen Odicho is a financial advisor with Northern Trust Securities, Inc. He holds Series 63 and Series 66 credentials and has three years of industry experience. His prior work includes roles at Edward Jones and J. P. Morgan Securities LLC. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven, discretionary portfolio management through a wrap fee program that combines proprietary and third-party investment products.
Christopher B
Series 66
Downers Grove, IL
Highpoint Planning Partners
Christopher Breitenbach is a financial advisor with Highpoint Planning Partners, holding a Series 66 registration and 18 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2014. Outside of his advisory work, he is an assistant coach with the Wheaton United Soccer Club. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and sponsors a wrap-fee program, utilizing a range of investment vehicles and third-party platforms to implement client portfolios.
Matthew H
Series 63
Chicago, IL
Curi Capital, LLC
Matthew Halkyard is a Series 63 licensed financial advisor with 12 years of industry experience. He has worked at Curi Capital, LLC since 2020 and has held prior roles at Foreside Fund Services, LLC, RMB Capital Management LLC, Quasar Distributor, LLC, and Ironbridge Capital. Halkyard serves as a portfolio manager and product specialist at Curi Capital. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and offers a range of services including wealth management, asset management, retirement plan solutions, and family office services.
Bradley D
Series 63, Series 66
Downers Grove, IL
VestGen Advisors, LLC
Bradley Doy is a financial advisor at VestGen Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and ValMark Advisers, Inc. Outside of his advisory role, he is involved in property management for an office building in Downers Grove, Illinois. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services. Their process integrates client-specific goal setting with various analytical methods and may utilize third-party managers and affiliate strategies to implement portfolios.
Logan A
CFP®
Downers Grove, IL
JMG Financial Group Ltd
Logan Andersen is a CFP® professional at JMG Financial Group Ltd with three years of industry experience. Prior to joining JMG Financial Group, he held positions at Marquette Companies and Miner Enterprises, Inc., and completed his education at the University of Illinois. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management, including in-house tax consulting and private investment fund advisory. The firm employs a planning-based, long-term investment approach centered on strategic asset allocation and utilizes a variety of investment vehicles, along with operational features such as held-away account management and account aggregation tools.
Sean F
CFP®, CFA®, Series 66
Elmhurst, IL
Lasalle St. Investment Advisors, L.L.C.
Sean Ford is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. since 2020. His prior experience includes roles at Benjamin F Edwards & Co and First Trust Portfolios. Outside of his advisory work, he is involved with Acre Trader 160, LLC / Ashton Farm as an investor. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on non-discretionary asset management.
Richard W
Series 63, Series 65
Elmhurst, IL
Lasalle St. Investment Advisors, L.L.C.
Richard Wilkens is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with seven years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Wilkens is a partner at DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a certified public accounting and business advisory firm. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services primarily to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on managing a predominance of non-discretionary assets.
Ryan A
Series 63, Series 66
Chicago, IL
Northern Trust Securities, Inc.
Ryan Alsop is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Northern Trust Securities since 2018. Prior to that, he spent time at The University of Chicago Booth School of Business from 2016 to 2017. Northern Trust Securities, Inc. provides discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients through model-driven portfolios and a variety of separately managed accounts. The firm combines advisory, brokerage, and custody services, offering a broad range of investment options including proprietary and third-party products.
Austin C
CFP®, Series 63, Series 65
Chicago, IL
Oxford Financial Group, Ltd
Austin Carey is a CFP®-designated financial advisor with six years of industry experience. He currently works at Oxford Financial Group, Ltd and previously held roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Fidelity Brokerage Services LLC, and Cadence Bank. Carey is based in Chicago, IL. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative assets with both discretionary and non-discretionary client arrangements.
Matthew R
Series 65
Chicago, IL
Zacks Investment Management, Inc.
Matthew Richard is a financial advisor at Zacks Investment Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked at Zacks Investment Management since 2022. Prior to this, he was employed by Ducks Unlimited, the State of Illinois Governor's Office of Management and Budget, and Aviary Media. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary Zacks models and offers a wide range of investment strategies and vehicles across retail, institutional, and third-party distribution channels.
Ryan M
CFP®, Series 65
Lisle, IL
Mission Wealth Management, LP
Ryan Miller is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Mission Wealth Management, LP since 2023 and previously was affiliated with the University of Illinois at Urbana-Champaign and Crep Protect Ltd. Miller is also a student, a role he has held since 2013. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers tiered wealth management and financial planning services, emphasizing customized, long-term investment strategies across a broad range of asset classes and utilizes discretionary account management.
Ryan W
Series 66
Chicago, IL
IHT Wealth Management LLC
Ryan Wittig is a financial advisor at IHT Wealth Management LLC with 26 years of industry experience. He holds a Series 66 designation and has been with IHT Wealth Management and LPL Financial since 2014. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.
Daniel S
CFP®, Series 65
Chicago, IL
Mariner Independent
Daniel Saladino is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Mariner Independent in Chicago, IL, where he also has an advisory role through Archiwealth. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a range of investment tools and offers integrated access to custody, retirement plan consulting, and alternative investment channels through its affiliated businesses.
Toby S
CFA®
Chicago, IL
Aaron Wealth Advisors
Toby Stannard is a CFA® charterholder based in Chicago, IL, with five years of industry experience. He has worked at Aaron Wealth Advisors since 2020 and previously was with Northern Trust from 2015 to 2019. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners and multi-generational families, providing discretionary and non-discretionary portfolio management as well as standalone financial consulting. The firm uses an outsourced platform to access third-party managers and offers option overlay strategies alongside a distinctive affiliated insurance advisory entity.
Azmi S
Series 66
Chicago, IL
FourStar Wealth Advisors, LLC
Azmi Sharif is a financial advisor at FourStar Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Nobles and Richards, Inc., LPL Financial, and Woodbury Financial Services. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to tailor portfolios to client risk tolerance and time horizon, managing assets primarily on a discretionary basis across a range of investment vehicles.
Timothy M
CFP®, Series 66
Downers Grove, IL
Ausdal Financial Partners, Inc.
Timothy Mason is a CFP® professional with 10 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2015. He volunteers as a basketball and track and field coach at St. Mary School in Mokena, IL. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations.
Frank P
Series 63, Series 66
Chicago, IL
The Mather Group, LLC
Frank Pecucci is a financial advisor at The Mather Group, LLC with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at The Mather Group since 2019, following a prior role at Insight Securities Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options, integrating AI and machine-learning tools alongside human oversight.
Ryan B
Series 66
Downers Grove, IL
Ausdal Financial Partners, Inc.
Ryan Brown is a financial advisor at Ausdal Financial Partners, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Ausdal, he worked at Berman Capital Management and held various roles in other industries including nutrition and brewing. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial planning services, tailoring investment strategies to client-specific objectives and utilizing multiple custodians and third-party managers.
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