SAGE Private Wealth Group, LLC

Edward Keating is a CFA® charterholder with three years of industry experience. He currently works at SAGE Private Wealth Group, LLC and previously held roles at Calamos Wealth Management LLC and BMO Harris Bank. Keating serves as Board President of the Waubonsee Community College Foundation, where he volunteers on the board and related committees. SAGE Private Wealth Group is an SEC-registered advisory firm that serves individual investors, high-net-worth families, and employer retirement plans with wealth management, financial planning, and fiduciary retirement-plan services. The firm uses a multi-advisor team approach to provide discretionary portfolio management and coordinated planning tailored to clients’ goals and risk tolerances.

Christina Castrejon is a CFP®-certified financial advisor with 20 years of industry experience. She is currently with SAGE Private Wealth Group, LLC and previously worked at Calamos Wealth Management LLC and Calamos Financial Services LLC for 18 years. SAGE Private Wealth Group serves individual investors, high-net-worth families, and employer retirement plans, offering wealth management, financial planning, fiduciary retirement-plan services, and family office solutions. The firm employs a multi-advisor team approach with discretionary portfolio management and integrates tax and accounting services through affiliated firms.

Tiffany Austin is a financial advisor at SAGE Private Wealth Group, LLC with five years of industry experience. She holds a Series 65 designation and has worked previously at 56 Capital Partners, Ltd. and FleishmanHillard. SAGE Private Wealth Group is an SEC-registered advisory firm serving individual investors, high-net-worth families, and employer retirement plans with wealth management, financial planning, fiduciary retirement-plan services, and family office offerings. The firm employs a multi-advisor team approach and integrates services with affiliated tax and accounting practices to provide coordinated planning and reporting.

Kristi Wano is a financial advisor at SAGE Private Wealth Group, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Calamos Wealth Management LLC and BMO Harris Financial Advisors, Inc. SAGE Private Wealth Group is an SEC-registered advisory firm serving individual investors, high-net-worth families, and employer retirement plans with wealth management, financial planning, fiduciary retirement-plan services, and family office offerings. The firm provides discretionary portfolio management and coordinated planning, using a multi-advisor team and a variety of investment strategies tailored to clients’ goals and risk tolerances.

Nickolas Brait is a CFP® with 43 years of industry experience, currently serving at SAGE Private Wealth Group, LLC. He has held roles at SAGE Private Wealth Group since 2013 and has been involved with the Oechsli Institute since 2017, where he coaches financial advisors on business development. SAGE Private Wealth Group is an SEC-registered advisory firm serving individual investors, high-net-worth families, and employer retirement plans with wealth management, financial planning, and fiduciary retirement-plan services. The firm employs a multi-advisor team that delivers discretionary portfolio management and coordinated planning tailored to clients’ goals and risk tolerances.

Khaled Taha is a financial advisor with SAGE Private Wealth Group, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Raymond James Financial Services from 2011 to 2020 and has held leadership roles in several affiliated SAGE entities since 2014. Outside of advisory, he serves as managing member or owner of related businesses, including SAGE Tax Advisory and SAGE Advice Group Enterprises, where he focuses on strategic and entrepreneurial guidance. SAGE Private Wealth Group is an SEC-registered advisory firm serving individual investors, high-net-worth families, and employer retirement plans. The firm offers discretionary portfolio management and coordinated planning through a multi-advisor team, integrating services with affiliated firms such as SAGE Tax Advisory to provide comprehensive wealth management and family office solutions.

Robert Borchardt is a financial advisor at SAGE Private Wealth Group, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial and Rlb Financial Services, Inc. since beginning his tenure at SAGE in 2016. SAGE Private Wealth Group is an SEC-registered advisory firm that serves individual investors, high-net-worth families, and employer retirement plans with wealth management, financial planning, fiduciary retirement-plan services, donor-advised fund advice, and family office offerings. The firm uses a multi-advisor team approach to provide discretionary portfolio management and coordinated planning tailored to clients' goals and risk tolerances.

Joshua Youel is a financial advisor at SAGE Private Wealth Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brighthouse Financial, Motorola Solutions, and LaSalle Investment Management Inc. SAGE Private Wealth Group is an SEC-registered advisory firm serving individual investors, high-net-worth families, and employer retirement plans. The firm offers discretionary portfolio management and coordinated planning through a multi-advisor team, utilizing a range of investment vehicles and integrated services including tax advisory and donor-advised fund management.

Peggy Hauser is a financial advisor with SAGE Private Wealth Group, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at SAGE Private Wealth Group since 2015 and previously spent five years with Raymond James Financial Services Advisors Inc. and Raymond James Financial Services. SAGE Private Wealth Group serves individual investors, high-net-worth families, and employer retirement plans with wealth management, financial planning, fiduciary retirement-plan services, donor-advised fund advice, and family office offerings. The firm employs a multi-advisor team approach, using fundamental, technical, and cyclical analysis to construct portfolios tailored to clients’ goals and risk tolerances.