CFP®-certified, long-term care insurance financial advisors in Skokie, IL

Julian Van Ostrand is a financial advisor with Northern Trust Securities, Inc. in Skokie, IL, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Northern Trust Securities since 2008. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management through a model-driven wrap fee program serving high-net-worth individuals, retail investors, and institutional clients. The firm offers a variety of managed account solutions and combines advisory, brokerage, and custody services, including access to both proprietary and third-party investment products.

Gabriel Reyes is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Princor Financial Group, Principal Life Insurance Co, and PNC Wealth Management. Reyes is also an officer of Invictus Capital Holdings, LLC, a passive investment-related entity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Leonard Fensterheim is a Series 65-licensed financial advisor with 11 years of industry experience. He is the principal of HealthQuant Associates LLC, where he has worked since 2014. In addition to his advisory role, he serves as Director of Clinical Outcomes and Analytics at Catamaran Corporation and is a partner at Highbeam Capital LLC, where he dedicates time to research on biotechnology and healthcare investments. HealthQuant Associates LLC is a state-registered investment adviser that provides discretionary portfolio management with an investment approach combining fundamental, technical, and cyclical economic analysis. The firm focuses on tailored portfolios primarily in the healthcare and life-sciences sectors, employing strategies ranging from long-term buy-and-hold to shorter-term trading, including the use of short sales and options.

Merrick Robison is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and has worked at Guardian Life and Park Avenue Securities since 2024. Outside of his advisory role, he operates a non-investment-related business called Merrick R - Rover Services. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a combination of advisor-led discretionary management and model-based strategies, utilizing proprietary programs and third-party platforms.

Ari Lazar is a financial advisor at Baldwin Wealth Partners, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Baldwin Wealth Partners, he worked at Levin Capital Strategies and RGA Investment Advisors. Outside of his advisory role, Lazar coaches and judges high school gymnastics in Illinois. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, charitable organizations, and pooled investment vehicles. The firm employs a combined top-down macro framework and bottom-up fundamental research, managing portfolios across five core asset classes with attention to ESG factors and offering specialized services such as management of private funds and tax-aware equity strategies.

Aden Partee is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. His prior roles include positions at JEHM Wealth & Retirement, Alloy Investment Management, and LPL Financial. Outside of finance, he has work experience in the retail and service industries, including multiple years at Chick-fil-A. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services through a large network of affiliated offices and representatives.

Carey Yukich is a financial advisor with Equity Services, Inc. and Truewealth Advising Group, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. He has served as president of Truewealth Advising Group and is involved in financial education as an instructor and guest speaker for financial fitness courses. Yukich is also a board member of a local charitable community foundation. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Phillip Rademacher is a CFP® with 33 years of experience in financial services and is the principal of Rademacher Financial, Inc. in Lawrence, KS. He has held roles at multiple firms including Raymond James Financial Services Advisors Inc. and leads RTP, LLC as CEO. Rademacher Financial, Inc. serves individuals, trusts, charitable organizations, corporations, insurance companies, and retirement plan participants, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an individualized, typically discretionary investment approach and places a notable focus on retirement-plan consulting and participant education.

James Neaylon is a financial advisor at IP Financial Advisory Services LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, Inc. for 25 years and Equitable Advisors for one year. Outside of his advisory work, Neaylon serves as president of the Illinois Manufacturing Foundation, a nonprofit focused on adult education, and holds board positions with several nonprofit organizations related to mental health and education. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolios and a focus on non–high-net-worth individuals, combining traditional investment advisory services with insurance and risk management consulting.

Gregory Smarr is a financial advisor with Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has led his independent firm since 2004. Outside of his advisory work, he is licensed to sell various insurance products including life, fixed annuities, and property and casualty insurance through multiple carriers. Smarr Financial Services, Inc. provides financial planning and investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a fundamental investment approach combining long-term buy-and-hold strategies with selective short-term trading, managing a diverse portfolio that includes equities, mutual funds, ETFs, REITs, fixed income, alternatives, and options.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.