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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.

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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.

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James H

Series 63, Series 65

Northfield, IL

MAST Investment Advisors LLC

James Henderson is a financial advisor with MAST Investment Advisors LLC in Northfield, IL. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. Prior to founding his current firm, he was with Vestor Capital Corporation for 33 years. MAST Investment Advisors LLC is an independent firm.

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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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Glenn F

Series 66

Northbrook, IL

Avista Wealth Management

Glenn Farkas is a financial advisor at Avista Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has worked at Innovation Partners, LLC and Avista Financial Network, Inc., where he serves as president and portfolio manager. Avista Wealth Management is an independent, single-advisor firm that provides investment advisory services primarily to individual clients, as well as pension, profit-sharing plans, and institutional portfolios. The firm customizes asset allocations and investment strategies to client goals and combines advisory services with brokerage and insurance solutions through its unique affiliations.

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Jeffery S

Series 63, Series 65

Northfield, IL

Ardor Investment Management Consulting

Jeffery Schaff is a financial advisor with Ardor Investment Management Consulting in Northfield, IL. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. Prior to his current role, he has worked at First Allied Securities, Inc. since 1997. He is also co-owner of Ardor Financial Group and operates as a registered representative through his sole proprietorship. Ardor Investment Management Consulting is a small firm with two advisors that provides supported investment advisory services.

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Henry B

Northbrook, IL

H.P. Becker & Co

Henry Becker is a financial advisor with H.P. Becker & Co, holding 28 years of industry experience. He has been with H.P. Becker & Co since 1992. Becker is also a general partner at Philbeck Global Biomedical LP.

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Bradley J

Series 66

Northbrook, IL

Joselit Asset Management

Bradley Joselit is a financial advisor at Joselit Asset Management with 15 years of industry experience. He holds the Series 66 designation and has worked at Cassandra Trading Group, LLC since 2010. Joselit Asset Management provides portfolio management and advisory services primarily to high-net-worth individuals. The firm manages approximately $67 million for 22 clients through a two-advisor team, focusing on individualized portfolio management and maintaining a limited client roster to support more frequent advisor contact.

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Michele S

Series 63, Series 65

Northfield, IL

Ardor Investment Management Consulting

Michele Schaff is a financial advisor at Ardor Investment Management Consulting with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been a CPA since 1995. Michele is also involved with Ardor Financial Group, a financial consulting boutique. Ardor Investment Management Consulting is a small firm based in Northfield, IL, serving clients through personalized investment advisory and consulting services.

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Matthew N

Series 65

Winnetka, IL

XYPN Sapphire

Matthew Nadell is a Series 65-licensed financial advisor with 16 years of industry experience. He is currently affiliated with XYPN Sapphire and Nadell Wealth, LLC and has prior experience at Avatar Securities, LLC and Great Point Capital, LLC. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm utilizes a long-term, risk-based allocation approach informed by Modern Portfolio Theory and supports a network of affiliated advisors through centralized back-office, compliance, and model portfolio services.

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