I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

Zhe Li is a CFA® charterholder and principal at April Asset Management LLC in Naperville, IL, with one year of experience in financial advising. Prior to founding the firm, Li held roles at FICO-Wiseco, Tongdun Technology, Ernst & Young, and Protiviti Inc. April Asset Management LLC, formed in 2026, provides discretionary and non-discretionary portfolio management and financial planning services to individual and business clients. The firm employs a long-term, diversified investment approach using U.S. equities, ETFs, bonds, and certificates of deposit, and offers both hourly and fixed-fee financial planning arrangements.

Joseph Menconi is a CFP® professional with 20 years of industry experience. He has worked at Heritage Drive Wealth Management LLC since 2020 and previously spent 24 years at JMG Financial Group, Ltd. in Naperville, IL. Heritage Drive Wealth Management provides asset management and fee-based financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis with strategic and tactical asset allocation, managing individualized portfolios primarily composed of mutual funds, ETFs, exchange-listed securities, and fixed-income instruments.

Richard Patap is a CFP®-certified financial advisor with 27 years of industry experience. He has led Patap Financial Services since 2011 in Naperville, IL. In addition to his advisory work, he is involved in insurance and annuity sales through a related business. Patap Financial Services provides personalized financial planning and investment management to individuals, estates, and small businesses, managing approximately $50.7 million for about 135 clients. The firm serves both high-net-worth and non-HNW clients, using a strategic asset allocation approach that combines index funds, ETFs, and actively managed funds, and offers both fee-based advisory services and commissionable insurance products through an affiliated agency.

John Bishop is a financial advisor at Bishop Financial Services LLC in Naperville, IL, holding a Series 65 designation with five years of industry experience. He has been self-employed since 2008 and serves on the Tom Russell Charitable Foundation, where he has been involved for over 25 years. Bishop Financial Services LLC provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities. The firm combines fundamental and quantitative analysis with a focus on equities, ETFs, and non-U.S. securities, managing accounts under discretionary authority while employing a performance-based fee structure that includes a high-water mark arrangement.

Erik Barnes is a financial advisor at Retirement Portfolio Partners in Warrenville, IL, holding a Series 66 designation with 17 years of industry experience. He has been with The Farm Capital Management, LLC since 2008. Retirement Portfolio Partners provides wealth management services to individuals, high-net-worth households, and families, combining portfolio management with comprehensive financial planning. The firm employs passive, cost- and tax-aware strategies using mutual funds, ETFs, and select individual securities, and offers ongoing portfolio oversight through quantitative tools and client digital portals.

Aaron Linden is a financial advisor with Vestment 401K Advisors LLC in Naperville, IL, holding Series 63, Series 65, and Series 66 licenses and two years of industry experience. Prior to joining Vestment 401K Advisors, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, Linden is employed part-time at Central Dupage Hospital and holds a passive investment stake in Edison Motors, a company producing diesel-electric trucks. Vestment 401K Advisors LLC provides retirement plan consulting and ERISA fiduciary services for defined contribution plans, along with customized portfolio management and financial planning for individuals, high-net-worth clients, and nonprofits. The firm emphasizes Modern Portfolio Theory, passive index-based asset allocation, and fiduciary due diligence, offering both discretionary and non-discretionary management options.

Darryl Franklin is a financial advisor at Oakwood Wealth Advisors Ltd. in Naperville, IL, holding a Series 66 designation with 16 years of industry experience. He has been with Oakwood Wealth Advisors since 2012. In addition to his advisory work, he serves as a graduate school lecturer at Benedictine University. Oakwood Wealth Advisors provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis, offering both active and passive management along with discretionary account authority and performance-based fee arrangements for qualified clients.

Gary Rychtanek is a CFP® and Series 66 registered financial advisor with 29 years of industry experience. He is the sole advisor at GCR Financial Services, LLC, an independent firm based in Naperville, IL. Rychtanek has worked at Chauner Securities, Inc. since 2003 and Clune & Associates since 1996. In addition to his advisory role, he provides tax preparation services as a CPA, focusing on corporate, individual, and partnership tax returns. GCR Financial Services offers fee-based financial planning, investment supervisory services, and tax preparation/advice to individual clients, trusts, small businesses, and retirement plans. The firm manages approximately $47.4 million across about 39 clients, operating primarily on a non-discretionary basis with diversified portfolios and quarterly supervisory reviews. Its integration of accounting and tax services into the advisory process is a distinctive feature.

Mohit Aggarwal is a financial advisor at Century Trace Investment Advisors LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience with NTT Data and Infosys BPO Ltd. Century Trace Investment Advisors LLC provides personalized investment advisory and portfolio management services primarily to individuals and small businesses. The firm employs a long-term, buy-and-hold investment approach with diversified portfolios and offers both custom and model strategies, delivering services on a non-discretionary basis with client trade approval.

Michael Lavelle is the sole advisor at MLN Investments LLC in Bolingbrook, IL, holding Series 63 and Series 65 designations with 25 years of industry experience. He has managed MLN Investments since 2012 and has also been involved with MoneyBlock since 2014. MLN Investments LLC provides discretionary investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients such as banks, pension plans, trusts, and corporations. The firm employs a multi-faceted investment approach incorporating charting, fundamental, technical, and cyclical analysis, and utilizes strategies involving mutual funds, equities, bonds, ETFs, REITs, options, and futures.

Daniel Rotter is a CFP® professional with 24 years of experience in financial planning, currently serving at Hampton Financial Services since 2001. He is the president and owner of Hampton Financial Services, a firm he has led since 1991, providing both contracted and pro-bono financial planning, including tax planning and life insurance sales. Hampton Financial Services offers investment advisory and financial planning to individuals, families, trusts, estates, and charitable or business entities, focusing on advice and planning rather than asset management. The firm employs a blend of fundamental, technical, and cyclical analysis with an emphasis on long-term strategies and operates primarily on a fee-for-advice basis without exercising discretionary control over client assets.

Robert Harbour is a financial advisor with EBH Financial, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at EBH Financial since 2010, with prior roles at LPL Financial and Infinity Financial Services Advisory. EBH Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm focuses on client-specific objectives and risk tolerance, using fundamental analysis and a preference for long-term investments, while maintaining a single custodian relationship with Charles Schwab.

Vipul Thakker is a financial advisor at Ocean Ivy Capital with a Series 65 credential and one year of industry experience. His prior work includes roles with Fussball Club Cincinnati LLC and Chicago Cubs Baseball Club LLC. Ocean Ivy Capital is a fee-only adviser serving individuals, high-net-worth clients, and businesses. The firm provides portfolio management and financial planning services, employing a client-approved mix of passive and active investment strategies tailored to individual goals and risk tolerance.

Lang Nguyen is a financial advisor with Organize, Protect & Grow Your Wealth, LLC, holding a Series 66 designation and having 10 years of industry experience. His prior work includes positions at Serenity Investment Advisors, Red Oak Management, Cetera Advisors, and Edward Jones. Outside of advisory work, he serves as a board member for three nonprofit charitable organizations and works as a TurboTax Live Tax Expert during tax season. Organize, Protect & Grow Your Wealth, LLC provides discretionary portfolio management and investment planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs various analytical methods and modern portfolio theory to manage accounts on a discretionary basis with ongoing reviews and client reporting.

Sharon Adelmann is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Prairie Investment Advisors, LLC since 2014. She holds a Series 63 license and has a background that includes her role as Vice President of Adelmann Florist Inc. Prairie Investment Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a blend of modern portfolio theory and fundamental analysis, tailoring portfolios to client objectives and risk tolerance, and is notable for managing over $100 million with a single advisor while regularly working with non-traditional investments.

Sean Rhodes is the principal of Rhodes Capital Management, Inc. in Batavia, IL, with 33 years of industry experience. He previously worked at Morgan Stanley, Citigroup Global Markets, Merrill, Elite Investment Team LLC, and Onyx Bridge Wealth Group LLC. Rhodes holds Series 63 and Series 65 credentials. Rhodes Capital Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm uses a strategic asset-allocation approach that combines passive index-tracking core positions with active satellite holdings to manage cost, tax exposure, and volatility, incorporating a range of investment strategies including options and margin trading when appropriate.

Sukumar Thanawala is the principal of Vigness Advisory LLC and holds the CFA® designation. He has been working in investment research and financial analysis since 2014 as president of Vigness Analytics, and has been with Vigness Advisory since its founding in 2024. Vigness Advisory LLC is an independent investment manager offering fee-based portfolio management and financial planning to pooled vehicles, private funds, trusts, estates, and other institutional or entity clients. The firm employs a tactical allocation strategy focused on managing downside risk and seeks performance through fundamental and cyclical analysis, utilizing a broad range of investment instruments.

John Marc Berthoud is a financial advisor with Cornerstone Asset Management, Inc. in Naperville, IL, holding Series 63 and Series 65 licenses and over 24 years of industry experience. He has served as president of Cornerstone Asset Management since 2001 and has worked independently as an insurance agent selling life insurance and annuities since 2010. Cornerstone Asset Management offers personalized portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages client assets on a non-discretionary basis using a variety of analytical methods and tailored strategies, with a focus on monitoring and adjusting portfolios according to market conditions and client needs.

Norman Sehnoutka III is a financial advisor at Naperville Private Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Morgan Stanley, The Huntington Investment Company, and The Huntington National Bank. He is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Naperville Private Wealth is an independent advisory firm serving individual and high-net-worth clients with discretionary wealth management and financial planning. The firm employs a long-term, fundamental analysis approach, using diversified mutual funds, ETFs, and individual securities, while tailoring strategies to clients’ goals and risk tolerance.