Seasoned, trust structures (GRAT, IDGT, revocable) financial advisors in Illinois

Kevin Hanrahan is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Bank of America and Merrill since 2009. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Michael Hankes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at LPL Financial since 2006 and previously spent seven years with UBS Financial Services. Outside of his advisory role, he is a 20% partner in an LLC related to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kristine Iverson is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services that include estate planning and structured investment approaches.

Roland Szilard is a financial advisor with Valic Financial Advisors in Olympia Fields, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 2006 and is also affiliated with Agia since 2022. Outside of his advisory role, Szilard serves as a board member involved in organizing youth soccer training and play activities and acts as a youth soccer referee. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to support its client base of nearly 300,000 across more than 1,200 advisors.

Neil Hantak Jr. is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at MAI Capital Management, LLC since 2019. He previously worked at John Dovich and Associates and The Randolph Co. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and incorporates financial planning and tax services into its client relationships.

Justin Kohler is a CFP® with 12 years of industry experience, currently serving as a financial advisor at The Fiduciary Group. His prior roles include positions at Sharp Wealth Advisory, Purshe Kaplan Sterling Investments, Sharp Financial Services, and AXA Advisors. Outside of his advisory work, he assists with the operations of a marketing and media company owned by his wife. The Fiduciary Group serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofits, and retirement plans. The firm employs a structured investment approach with multiple strategy profiles and integrates with the Focus Financial Partners platform to offer clients access to a broad range of financial solutions.

Matthew Benefiel is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with families, individuals, and businesses to develop customized wealth management strategies. His expertise includes portfolio design, manager selection, investment due diligence, and performance evaluation. He utilizes a disciplined process to build custom portfolios aligned with clients' objectives and regularly assesses investments to adapt to changing needs and market conditions. Additionally, Matthew employs Merrill Personal Wealth Analysis® to develop personalized financial plans that establish clear goals and track progress. Matthew joined Merrill Lynch Wealth Management in 2017 as a Financial Advisor for the Benefiel Group. He holds a Bachelor of Science degree from Biola University and maintains the CERTIFIED FINANCIAL PLANNER™ certification. Furthermore, he has earned the Personal Investment Advisor (PIA) designation. Residing in Phoenix, Arizona, Matthew lives with his wife, Heather, and their daughter, Ruby. Outside of his professional responsibilities, he enjoys playing golf and supporting the Phoenix Suns basketball team.

Clark Gay is a Certified Financial Planner (CFP®) with 25 years of experience in the financial services industry. He is currently with Visionary Wealth Advisors, LLC and has worked there since 2020. Prior to that, he spent 15 years at Financial Engines Advisor Center, LLC, continuing with Financial Engines Advisors L.L.C. since 2016. Visionary Wealth Advisors provides financial planning, consulting, and investment management to a diverse client base including individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework grounded in Modern Portfolio Theory.

Todd Batty is the Vice President Private Wealth Management Advisor. In this role, he assists multiple generations of families in developing personalized wealth strategies focused on growth, preservation, and transfer of their assets. He collaborates with a team that includes an Investment Manager, a Senior Wealth Planner, and a Trust Officer to provide comprehensive wealth planning services. Todd has been with Fidelity Investments since 2008, initially serving as Vice President, Financial Consultant until 2015, and then advancing to his current position. Prior to that, he worked as an Account Coordinator at T. Rowe Price from 2002 to 2007.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

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.