Top advisors focused on real estate professional in Illinois

Kevin Hanrahan is a financial advisor at Merrill with 31 years of industry experience. He has held positions at both Merrill and Bank of America, N.A. since 2009. Hanrahan holds Series 63 and Series 65 designations. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates deeply with Bank of America affiliates and emphasizes managed account and manager-selection capabilities across multiple program strategies.

Kristin Manna is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Consolidated Planning Holdings, Inc. Prior to entering the financial industry, she worked in education for eight years. Outside of advising, Kristin is an author and publisher of a basketball coaching notebook and works as a math tutor for high school students. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.

Charles Bachtell is a financial advisor with LPL Financial in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Western International Securities, Inc. for 13 years. Outside of his advisory role, he serves as President and Managing Partner of the Academy of California Examinations, which provides exam preparation for financial services licensing. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a variety of investment delivery options supported by an in-house Research team and accommodates both advisory and brokerage services tailored to client needs.

Jessica Stanley is a financial advisor at Rezny Wealth Management, Inc. in Aurora, IL, holding a Series 65 designation with 13 years of industry experience. She has been with Rezny Wealth Management since 2009. Rezny Wealth Management primarily serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management and integrated financial planning on a fee-only basis. The firm manages approximately $506 million in client assets, utilizing a Global Tactical Opportunity Portfolios framework that combines quantitative and fundamental analysis across a range of investment styles.

Anthony Lyons is a Financial Consultant at Fidelity Investments, where he works alongside a team of financial professionals to provide guidance aimed at helping clients achieve peace of mind and live with purpose. He focuses on actively listening to clients' concerns and suggesting courses of action to support their financial goals. Anthony has held various roles in the financial services industry since 2016, including positions as a Financial Advisor at PNCI and Edward Jones, Private Wealth Advisor at Regions Bank, and Vice President-Planning & Development Manager at Arvest Wealth Management. His experience spans several organizations, reflecting a broad background in financial consulting and wealth management. Outside of his professional work, Anthony has interests in baseball, cars, football, and social events with friends.

Austin Zimmerman is a financial advisor at Quantum Financial Planning Services, Inc. in Spokane, WA. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining Quantum, he worked in education for eight years at Central Washington University and local high and middle schools. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered firm that offers comprehensive financial planning and investment management to individuals, small businesses, and various institutional clients. The firm uses a strategic asset allocation approach combining active and passive funds in globally diversified portfolios tailored to clients’ time horizons and risk tolerances.

Russell Blockhus is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in goals-based wealth management, focusing on tax efficiency, multi-generational estate planning, and securities-based lending solutions. His practice emphasizes helping clients manage concentrated stock positions through strategies such as systematic planning, hedging, exchange funds, and customized lending solutions. With a family background in real estate and accounting, Russell integrates these disciplines to create personalized financial strategies that address clients' tax sensitivities and long-term objectives. He and his team collaborate closely with real estate professionals to offer tax-efficient lending options for various property types. Additionally, they deliver tailored financial education seminars to clients, real estate professionals, and businesses, including support for HR departments and financial wellness programs across multiple Fortune 500 companies in the Bay Area. Russell holds a Bachelor's Degree from the University of Oregon and is a Personal Investment Advisor (PIA). He is a member of the Sigma Phi Epsilon Fraternity and participates in community involvement with the Ronald McDonald House. Outside of his professional work, he enjoys traveling, hiking, working out, spending time with family, and following sports teams such as the Golden State Warriors, San Francisco Giants, and Manchester United.

Jason Richardson is a financial advisor at Edward Jones with one year of industry experience. He previously worked for ten years at Genesis Consulting, LLC. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

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.

Brandon Catrett is a financial advisor at Ridgeline Private Wealth with six years of industry experience. He holds a Series 66 designation and has previously worked with Stewardship Legacy Coaching, Stewardship Advisory Group, Cadwell Wealth, and Southeastern University Athletics. Ridgeline Private Wealth manages approximately $162 million for individuals, high-net-worth clients, trusts, estates, and business entities, offering portfolio management, financial planning, retirement plan consulting, and private placement advisory services. The firm combines quantitative, fundamental, technical, cyclical, and economic analysis to guide portfolio decisions and incorporates both long-term and short-term investment strategies.