Top entity structure planning (LLC, S-Corp) 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.

Matthew Fernandez is a financial advisor at Morrissey Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Morrissey Wealth Management, he worked in residential real estate as a licensed salesperson with Century 21 ICON. Morrissey Wealth Management LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis to build primarily long-term portfolios and emphasizes client education through participant meetings and licensed financial-planning materials.

Carlos Castro is a CFP® with 18 years of industry experience. He is currently with Valtrion Capital Management, LLC, where he has worked since 2024. His prior roles include positions at Lincoln Financial Securities and USAA Investment Management. Valtrion Capital Management serves individual and high-net-worth clients, trusts, estates, and business plan sponsors by providing financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm employs diversified asset allocation strategies and manages client assets on a discretionary basis tailored to risk tolerance and time horizons.

Derek Fisher is a CFP® professional with nine years of experience in the financial services industry. He has worked at Edward Jones since 2017 and previously was employed by Wells Fargo Home Mortgage for six years. He is based in Stillwater, MN. 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 solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Richard Prozzo is an investment advisor representative at Davidson Wealth Management LLC with 37 years of industry experience. He has been with Davidson Wealth Management since 2010 and is also affiliated with OSAIC. Prozzo serves as a trustee alongside his mother for his deceased father’s irrevocable trust, making investment decisions and distributing income to the beneficiary. Davidson Wealth Management LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients, managing approximately $172.4 million across about 228 accounts. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party advisory programs, employing fundamental, technical, and charting analysis while maintaining a predominantly non-discretionary asset base.

Jori Guzhuna is a financial strategist and founder of Guzhuna Asset Management, an independent registered investment advisory firm serving a select clientele of entrepreneurs, executives, and multi-generational families. His philosophy is rooted in a disciplined bottom-up approach to wealth management. Every client engagement begins with risk management and asset protection—ensuring the foundation is secure—followed by strategic tax mitigation. From there, planning expands into investment strategy, capital deployment, and long-term legacy design. Operating under a fiduciary standard, Jori provides objective, conflict-free advice with no proprietary products or commission-driven incentives. His work integrates institutional-grade investment access with advanced planning techniques, enabling clients to preserve, grow, and transfer wealth with precision. He is also recognized for implementing sophisticated investment approaches typically reserved for institutional environments. These strategies are designed to enhance efficiency, manage downside exposure, and create more controlled outcomes across varying market conditions—while remaining aligned with each client’s overall risk profile and objectives. Known for discretion and strategic clarity, Jori architects comprehensive financial structures designed to withstand complexity and deliver enduring results across generations.