As a CFP® professional and founder of Illuminate Wealth Management, I work with business owners, executives, and professionals who are navigating complex financial decisions. My goal is to help you understand your options, avoid costly mistakes, and create a strategy that supports the life you're working so hard to build. Over the years, I've developed a particular passion for helping clients make smart decisions around equity compensation. Whether you're dealing with RSUs, ISOs, stock options, ESPPs, or a major liquidity event, I help clients think through the tax implications, manage concentration risk, and create a plan that connects today's decisions with their long-term goals. I also work closely with business owners who are balancing the demands of running a company while trying to make thoughtful decisions about growing and protecting their personal wealth. When your business, taxes, retirement goals, investments, and family finances are all connected, financial planning becomes about much more than investments alone. While equity compensation and business planning are often what bring people to me, my role is much larger than solving a single financial challenge. I help clients think through retirement, taxes, investments, cash flow, and long-term wealth planning so they can make decisions with confidence and stay focused on what matters most. My approach is simple: bring clarity to complexity and help people make confident financial decisions. I believe good planning should help you spend less time worrying about money and more time focusing on what matters most to you.

James Madl is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 designation and four years of industry experience. Hendricks Wealth and Estate Management advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and integrates financial planning with tax, insurance, and corporate-structure considerations, providing coordinated legal, tax, and insurance services through affiliated professionals.

David Meehan is a CFA® charterholder with seven years of industry experience. He has been the sole advisor at Maple Street Capital Advisors, LLC since 2018 and previously worked as a self-employed investor for three years. Maple Street Capital Advisors provides investment management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a fundamental, long-term investment approach focused on diversified, low-cost core equity and fixed-income funds, complemented by selected individual equities, with an emphasis on asset allocation, rebalancing, and strategic cash management including a near-constant allocation to gold via ETFs.

John Piershale is a CFP® professional with 32 years of industry experience. He is the sole advisor at Piershale Wealth Management, LLC in Crystal Lake, Illinois, and has held prior roles at Origin Financial, Ausdal Financial Partners, Inc., Piershale Financial Group, Inc., and Triad Advisors, Inc. Piershale Wealth Management provides discretionary investment management and a variety of financial planning services to individual clients. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and fundamental analysis, offering specialized tax and estate planning within a modest, single-advisor model.

David Grant is a CFP® at Retirement Matters, Inc. in Barrington, IL, where he has worked since 2013. He has 15 years of industry experience and operates as the sole advisor at his independent firm. Retirement Matters, Inc. manages approximately $25 million for about 21 clients, offering discretionary portfolio management, comprehensive financial planning, and ongoing wealth management services. The firm serves individuals, pension and profit-sharing plans, and charitable organizations, and incorporates fundamental analysis and individualized investment policies in its approach.

Patrick Mcrae is the principal of Kintail Advisors, an independent advisory firm. He holds a Series 65 credential and has professional experience with Kapco Futures, Inc. since 2019 and CGB Diversified Services, Inc. from 2016 to 2019. Mcrae also operates as a registered associated person and principal of Kapco Futures. Kintail Advisors provides discretionary portfolio management primarily to high-net-worth individuals and qualified companies and institutions. The firm uses four long-term model portfolios with allocations ranging from bond and REIT-focused ETFs to growth ETFs and occasional spot cryptocurrency ETFs, employing technical, fundamental, and quantitative analysis on a discretionary basis.

William Utes is the sole advisor at UTES Wealth Strategies in Antioch, IL, holding Series 63 and Series 65 credentials with 56 years of industry experience. He has been managing his own advisory business since 2019 and has worked with Securities America Advisors, Inc. since 2007. In addition to investment advising, he occasionally offers insurance reviews to clients through approved vendors. UTES Wealth Strategies provides discretionary portfolio management and financial planning to individuals, families, retirement plans, trusts, charitable organizations, and other entities. The firm uses a combination of strategic and tactical asset allocation with selected outside money managers and offers educational newsletters and seminars to clients.

Timothy McDonald is the sole advisor at Timothy J McDonald CPA CFP, an independent firm based in Lake Barrington, IL. He holds CFP® and Series 63 designations and has 27 years of industry experience. He is also a partner in the CPA firm McDonald Doherty & Co., where he has been active since 1988. The firm provides personalized financial planning and investment management to individuals and families, integrating tax planning with investment strategies. It employs a combination of fundamental and technical analysis and asset allocation tailored to clients’ risk tolerance and goals, managing approximately $65 million across about 60 client relationships.

Roy Brown is a CFP® with 28 years of industry experience and has been with Trueman Brown since 2007. He holds a Series 63 license and is based in Lake Zurich, IL. Outside of his advisory role, he is co-owner and vice president of RVTV Properties. Trueman Brown provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis to create growth-oriented portfolios while focusing on capital preservation.

Anton specializes in retirement planning, business tax strategy, and personalized financial advice designed to reduce taxes and support long-term financial goals. Whether you’re a solo entrepreneur, a growing practice, or planning for life after work, he delivers clear, actionable guidance tailored to your situation. Most advisors specialize in either taxes or investments. Anton holds the credentials and the responsibility for both — which is what lets Sansone coordinate the two sides of your financial life under a single strategy.

William Parsch is a financial advisor with Wellspring Capital Group, Ltd. in North Barrington, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Wellspring Capital Group since 2010, operating as a single-advisor independent practice. Wellspring Capital Group, Ltd. provides fee-based portfolio management to individuals, trusts, retirement plans, and business entities, managing approximately $6.9 million on a discretionary basis for a small client base. The firm’s investment approach emphasizes detailed fundamental analysis combined with technical and cyclical assessments, offering strategies that include long-term holdings, active trading, and alternative investments for qualified clients.

Robert Stanley is a CFP® and ChFC® with 17 years of experience in financial advisory services at R. W. Stanley Investment Planning. He has operated the Stanley Agency since 1991, providing fire, casualty, and life insurance services. R.W. Stanley Investment Planning offers fee-only, project-based financial planning and investment advisory services primarily to individuals and families, emphasizing broad strategic asset allocation and the use of low-cost passive index funds. The firm does not take custody of client assets and provides advice on a per-project, hourly basis.

Trevor Johnson is the sole advisor at Dream Weaver Financial Planning LLC, an independent registered investment adviser based in Richmond, Illinois. He holds a Series 65 credential and has two years of industry experience, including five years at Discover Financial Services and five years at I Am! I Can!. Dream Weaver Financial Planning serves individual and high-net-worth clients with discretionary asset management, full financial planning, and consulting engagements. The firm uses fundamental analysis and Modern Portfolio Theory to create customized portfolios and manages accounts on a discretionary basis with quarterly reviews.

Richard Vandersande is the sole advisor at Smart Stewardship Advisors in Lake in the Hills, IL, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has operated his own practice since 2005 and has been involved with The Stewardship Alliance, LLC since 2001, which provides stewardship planning based on biblical principles. He also serves as Vice President of Benefit Alliance, Incorporated, a company offering group discounts and benefits. Smart Stewardship Advisors delivers financial planning, coaching, and wealth management services to individuals, trusts, estates, charitable organizations, and businesses, with a focus on donors and Christian ministries. The firm employs a diagnostic approach called the “BALTIC” gap analysis and works primarily in a non-discretionary advisory capacity, coordinating with third-party portfolio managers who manage ETF-based model portfolios.

Nicholas Daleiden is the sole advisor at Daleiden Wealth Advisors in McHenry, IL, holding Series 63 and Series 65 licenses with 38 years of industry experience. He previously worked at Nations Financial Group, Inc. for 11 years before establishing his own practice. In addition to advisory services, he is involved in fixed insurance sales as an insurance agent. Daleiden Wealth Advisors provides discretionary and non-discretionary asset management and financial planning to individual clients, including high-net-worth individuals. The firm employs a range of investment strategies tailored to client goals and risk tolerances, and routinely uses third-party sub-advisors while maintaining client relationship oversight.

Jerry Keaton is the sole advisor at Keaton Capital Management L.L.C. in Barrington, IL, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Keaton Capital Management since 2014. Keaton Capital Management provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and pension plans. The firm constructs diversified portfolios based on fundamental, technical, and cyclical analysis, emphasizing risk management and time horizon alignment, with regular account monitoring and formal portfolio reviews.

David Valenti is a CFP® professional at Virtue Asset Management LLC with six years of industry experience. Prior to joining Virtue in 2020, he worked for 30 years at Bank of America Private Bank. He is also a licensed attorney in the State of Illinois, currently non-practicing and uncompensated in that capacity. Virtue Asset Management serves individual and high-net-worth clients through discretionary portfolio management and integrated financial planning, focusing on customized investment strategies that incorporate risk tolerance, tax, and estate considerations. The firm manages just over $200 million in assets with a small advisory team and utilizes a variety of investment vehicles, including derivatives when suitable.

Ryan Zentz is a financial advisor at PMG Wealth Management with two years of industry experience. He holds a Series 66 credential and has worked at both PMG Wealth Management and LPL Financial, LLC. Prior to his advisory career, he was employed at DoorDash and Lake Point, and he has a background that includes time at the University of Kentucky and involvement with the Mundelein Baseball and Softball Association. PMG Wealth Management serves individuals, trusts, estates, and business owners with discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios in-house using a combination of fundamental, technical, and charting analysis, offering strategies such as the “Advance & Protect” approach and integrating both internal and external managers to address various client needs.

Gery Sadzewicz is a financial advisor with Clearview Wealth Solutions, LLC in Barrington, IL, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He also owns Gery Sadzewicz Consulting LLC, which provides outsourced Chief Compliance Officer and financial operations consulting services to investment advisers and broker-dealers. Clearview Wealth Solutions offers discretionary investment management and financial services to individuals, trusts, corporations, and other entities, managing approximately $41.7 million in discretionary assets. The firm employs five core investment strategies delivered through customized portfolios, combining top-down economic analysis with bottom-up security selection and quantitative optimization.

Richard Furmanski is a CFA® charterholder with 24 years of industry experience. He has been the sole advisor at Clearview Wealth Solutions, LLC since 2014 in Barrington, IL. Clearview Wealth Solutions provides discretionary investment management and related financial services to individuals, trusts, corporations, partnerships, and other entities. The firm manages approximately $41.7 million in discretionary assets across about 30 client relationships, using five core investment strategies implemented through customized portfolios that incorporate top-down economic analysis, bottom-up security selection, and quantitative optimization.