Sikich Financial

Michael Sedlak is a financial advisor at Sikich Financial with 25 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Sedlak previously worked at Golden Trail Advisers for 13 years and MPS-LORIA Financial Planners, LLC for 9 years, and he continues to serve as manager for Golden Trail Advisers, LLC. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement and profit-sharing plans, trusts, estates, and business entities. The firm provides integrated wealth management, retirement plan consulting, and participant education, utilizing an asset-allocation approach supported by in-house and third-party managers across multiple platforms.

Marie Marks is a financial advisor with Sikich Financial in Indianapolis, holding the CFP® designation and Series 63 and 65 licenses. She has 39 years of industry experience, including roles at OSAIC, Triad Advisors, and Park Avenue Securities. Marks also serves as a senior retirement plan specialist. Sikich Financial is an SEC-registered multi-team advisory firm managing approximately $1.18 billion in assets and serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning and portfolio management with retirement plan consulting, using an asset-allocation framework supported by both in-house and third-party managers.

Kelly Wiley is a financial advisor with Sikich Financial who holds a Series 65 designation and has eight years of industry experience. Her prior experience includes roles at Hightower Advisors, Kestra Private Wealth Services, TC Wealth Partners, and Brookstone Capital Management. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement and profit-sharing plans, trusts, estates, and business entities. The firm provides integrated wealth management combining financial planning and portfolio management, with an investment approach based on modern portfolio theory implemented through multiple platforms and a mix of in-house and third-party managers.

Paul Staniszewski is a financial advisor at Sikich Financial with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Savant Wealth Management, ONE Advisory Partners, Carlson Financial, Edelman Financial Engines Advisors, and Waddell & Reed. Sikich Financial is a multi-team SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers integrated wealth management with a focus on asset allocation based on modern portfolio theory, utilizing a combination of in-house advice and third-party managers.

Mark Gilbert is a financial advisor at Sikich Financial with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Sikich Capital Management LLC in 2025, he worked at Reason Financial Advisors, LLC and Reason Financial Advisors, Inc. for a combined total of 19 years. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm uses a modern portfolio theory-based investment process focused on diversified, asset-class-based allocations primarily through passive mutual funds and ETFs.

Valerie Turner is a financial advisor with Sikich Financial in Springfield, IL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at Osaic Wealth, INC., Sikich Capital Management LLC, Triad Advisors, and Wells Fargo Advisors. Sikich Financial is an SEC-registered wealth management firm with approximately 19 advisors and $920 million in regulatory assets under management. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and business clients, employing a diversified, asset-class-based investment approach focused on passively managed strategies.

Robert Paoni is a Certified Financial Planner® with over 22 years of experience in the financial services industry. He is a principal and CEO at Sikich Financial, where he has worked since 2007, and has held previous roles at firms including Triad Advisors and Morgan Stanley. He serves on the advisory board for the Salvation Army in Springfield and participates in local nonprofit and professional financial organizations. Sikich Financial is an SEC-registered multi-team advisory firm managing approximately $1.18 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and businesses, offering integrated wealth management and retirement plan consulting through a range of discretionary and non-discretionary investment programs.

Thao Ring is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Sikich Financial. She has held roles at Sikich Financial and Triad Advisors, Inc., with a two-year period as a homemaker. Ring serves on the finance committee for the Advancement Center for Washington Township Schools and North Central Alumni, advising on operational budgets. Sikich Financial is an SEC-registered multi-team advisory firm managing approximately $1.18 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and business entities, offering integrated wealth management with a focus on asset allocation and utilizing both in-house and third-party managers.

Wade Kaesebier is a financial advisor at Sikich Financial with 14 years of industry experience. He holds a Series 65 credential and has worked at Sikich Financial and Sikich, LLP since 2017. Prior to that, he was with J.M. Abbott & Associates, Ltd. and Pacesetter Financial Group, LLC. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a modern portfolio theory-based investment approach, focusing on diversified, asset-class allocations primarily through passively managed mutual funds and ETFs.

Gretchen Radach is a financial advisor at Sikich Financial in Naperville, IL, holding Series 65 and Series 66 licenses with three years of industry experience. She previously operated Gretchen Radach Consulting LLC for eight years before joining Sikich Capital Management. Outside of her advisory role, she serves as president of Gretchen Radach LLC, an entity used for passive investments. Sikich Financial is a multi-team SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning and portfolio management with retirement plan consulting, using an asset-allocation approach supported by both in-house and third-party managers.

Douglas Mathey is a financial advisor at Sikich Financial with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, Mathey is a partner at Sikich LLC, an accounting firm, where he contributes approximately 40 hours per month. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning and portfolio management using an asset-allocation approach grounded in modern portfolio theory, and it operates in coordination with its parent company, Sikich LLC, to provide integrated wealth management and related advisory services.

Jacob Merton is a CFP® with four years of industry experience, currently serving as a financial advisor at Sikich Financial. His prior experience includes roles at Northwestern Mutual and several retail companies. He is part of a 20-advisor team based in Richfield, Ohio. Sikich Financial is an SEC-registered multi-team advisory firm managing approximately $1.18 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and business entities with integrated wealth management, combining financial planning and portfolio management guided by an asset-allocation framework based on modern portfolio theory.

Joseph Connell is a financial advisor at Sikich Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sikich LLP and Triad Advisors, Inc. during his career. Connell has been with Sikich Financial since 2014. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a diversified, asset-class-based investment approach grounded in modern portfolio theory, primarily using passively managed mutual funds and ETFs.

Barry Stark is a financial advisor at Sikich Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Triad Advisors Inc. and Bernardi Securities, Inc. Since 2016, he has been associated with Sikich Financial and related entities. Sikich Financial is an SEC-registered multi-team advisory firm managing approximately $1.18 billion in assets. It serves individuals, retirement plans, trusts, estates, and business entities, offering integrated wealth management grounded in an asset-allocation framework supported by both in-house and third-party managers.

Laura Culp is a financial advisor at Sikich Financial with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Laura also serves as a director at Sikich LLP, and she is involved in several nonprofit roles, including trustee positions with the Mary S. and David C. Corbin Foundation and the GAR Foundation, as well as board membership at the Akron Community Foundation and an alumni associate role on Lafayette College’s Committee on Financial Policy. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement and profit-sharing plans, trusts, estates, and business entities. The firm provides integrated wealth management and retirement plan consulting, utilizing an asset-allocation framework supported by both in-house and third-party portfolio management across multiple platforms.