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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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