RAI Wealth

William West is a CFP® professional with 10 years of experience in financial advising. He is currently with RAI Wealth, where he has worked since 2014, and previously worked at Securities America Advisors and National Planning Corporation. West serves on the Wheaton Academy Alumni Board, a nonprofit private high school, participating in community advocacy and alumni events. RAI Wealth provides investment advice and financial planning to individuals, families, high-net-worth clients, trusts, estates, corporations, small businesses, and retirement plans. The firm uses a combination of third-party model portfolios and in-house management, applying quantitative and fundamental analysis to tailor portfolios to client objectives and risk tolerances.

Scott Brown is a financial advisor with RAI Wealth in Naperville, IL, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he serves as a councilman for the City of Wheaton and has participated on advisory councils and boards related to Christian mental healthcare and Wheaton College. RAI Wealth provides investment advice and financial planning to a diverse client base, including individuals, families, trusts, and retirement plans. The firm employs a combination of third-party model portfolios and in-house management, using modern portfolio theory and quantitative analysis to tailor strategies to client objectives and risk tolerances.

Gregory Aagaard is a Certified Financial Planner (CFP®) and holds a Series 66 license with 20 years of industry experience. He is a financial advisor and relationship manager at RAI Wealth in Naperville, IL, having previously worked at Private Client Services, Securities America Advisors, Trust Company of Illinois, and TC Wealth Partners. RAI Wealth serves individuals, high-net-worth clients, families, trusts, estates, corporations, and small businesses, offering tailored investment advice, financial planning, tax services, and retirement plan advisory. The firm uses risk-based proprietary model portfolios and employs modern portfolio theory alongside quantitative tools, with implementation supported by third-party managers on the TownSquare platform.

Tyler Jones is a CFA® charterholder with two years of industry experience. He currently serves as an advisor at RAI Wealth and previously worked at First Trust Portfolios and Wheaton College. RAI Wealth provides investment advice and financial planning to a diverse client base, including individuals, families, trusts, corporations, and retirement plans. The firm uses a combination of third-party model portfolios and in-house management, employing modern portfolio theory and quantitative analysis to tailor client strategies.

Jack Dykema is a CFP® professional at RAI Wealth with two years of industry experience. He previously worked at Indiana Wesleyan University and the Chicago Golf Club. RAI Wealth provides investment advice and planning services to individuals, high-net-worth clients, families, trusts, estates, corporations, and small businesses. The firm uses risk-based proprietary model portfolios and modern portfolio theory, incorporating various investment strategies and third-party managers to tailor portfolios and deliver ongoing financial and tax planning services.

Melissa Imbrogno is a CFP® with 15 years of industry experience, currently serving as a team leader and relationship manager at RAI Wealth. Her prior experience includes roles at Securities America Advisors and National Planning Corporation. She and her husband volunteer with Bridge Communities, mentoring a homeless family through a two-year transitional housing program. RAI Wealth provides investment advice and financial planning to a diverse client base, including individuals, families, trusts, and retirement plans. The firm combines third-party model portfolios and in-house management using modern portfolio theory and quantitative analysis to tailor strategies to client objectives and risk tolerances.