Top active portfolio management financial advisors in Evanston, IL

Edward Bothfeld is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the Series 66 designation and has been associated with Bothfeld Financial Partners since 2015. His business activities include fixed insurance sales conducted through Bothfeld Financial Partners. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to its affiliated advisors.

Joseph Simoncelli is a financial advisor with TIAA-CREF, holding a Series 66 designation and two years of industry experience. He has worked at TIAA, Nuveen Asset Management, and Nuveen Securities since 2022. Outside of his advisory role, Simoncelli serves as an assistant coach for the Renegades High School hockey club. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through various managed account options.

Brian Kearns is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2019. His prior roles include positions at Twombly Asset Management LLC, Emberhouse, LLC, and Morgan Stanley. Outside of his advisory work, he is involved with the Illinois CPA Society as Co-Chair of the Personal Financial Planning Forum and serves as Treasurer for the Sons of the American Legion Post 42. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutions, trusts, and retirement plans by providing asset management, financial consulting, ERISA plan advisory, and other services, utilizing a combination of passive and active investment strategies tailored to client objectives.

Patricia Finley is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she spent 12 years at CitiBank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Zachary Steinhandler is a financial advisor at MariPau Wealth Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at MariPau Wealth Management since 2022. Steinhandler also owns and operates Steinhandler Wealth Advisors and Steinhandler Insurance Group, where he provides investment advisory services and specializes in annuity and life insurance sales. MariPau Wealth Management offers tailored investment advisory and portfolio management services, financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm collaborates with advisory affiliates and uses various third-party platforms and strategies to support client portfolios.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.