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Keith S
CFP®, Series 63, Series 66
Crystal Lake, IL
Wynstone Investment Advisors, LLC.
Keith Schoepke is a CFP® professional with 19 years of industry experience. He is the sole advisor at Wynstone Investment Advisors, LLC, an independent firm based in Crystal Lake, IL. His prior experience includes roles at J.P. Morgan Securities Inc. and LaSalle Financial Services, Inc. Wynstone Investment Advisors serves clients independently, focusing on personalized financial planning and investment management.
James A
CFP®, Series 63
Palatine, IL
Copia Financial Solutions, Inc.
James Azzarello is a CFP® with 39 years of industry experience, currently serving as the sole advisor at Copia Financial Solutions, Inc. in Palatine, IL. He has been with Copia Financial Solutions since 2001 and also maintains a long-standing affiliation with LPL Financial since 1997. Copia Financial Solutions, Inc. is an independent investment advisory firm that provides financial planning and consulting services.
Douglas R
Series 63, Series 65
Mundelein, IL
Renz Financial Group, LLC
Douglas Renz is a financial advisor at Renz Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Renz works as a Business Intelligence Architect at Takeda Pharmaceuticals. Renz Financial Group, LLC is an independent firm serving clients with personalized financial advice.
Richard A
Series 63, Series 65
Algonquin, IL
Andover Investment Management
Richard Arden is a financial advisor with Andover Investment Management in Algonquin, IL. He holds the Series 63 and Series 65 designations and has 45 years of industry experience. Arden has been with Andover Investment Management since 2001. Andover Investment Management is an independent firm serving clients with personalized investment management and financial planning.
Mathew V
PFS™
Bannockburn, IL
VanderKloot & Company, P.C.
Mathew Vanderkloot is a Personal Financial Specialist (PFS™) and Certified Public Accountant (CPA) with 24 years of industry experience. He has been with VanderKloot & Company, P.C. since 1990, serving as the sole advisor at the firm. In addition to his advisory role, he allocates part of his time to non-advisory activities within the same company. VanderKloot & Company, P.C. is an independent advisory firm based in Bannockburn, IL, serving clients through personalized financial planning and investment services.
Robert L
CFP®
Palatine, IL
Lefevre & Associates
Robert Lefevre is a CFP® professional with 24 years of industry experience and has been the principal at Lefevre & Associates since 1990. He also owns and operates a public accounting practice offering accounting and income tax preparation services. Lefevre & Associates is an independent firm based in Palatine, IL.
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