Springfield, IL Office

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.

Valerie Turner is a financial advisor at Sikich Financial with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including OSAIC, Sikich Capital Management, Triad Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Sikich Financial is a multi-team advisory firm managing approximately $1.18 billion in assets for individuals, retirement plans, trusts, and business entities. The firm combines financial planning with portfolio management through an asset-allocation approach utilizing both in-house advice and third-party managers across several platforms.

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.

Barry Stark is a financial advisor at Sikich Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Advisors Inc. and Mesirow Financial Investment Management. He also serves as chief compliance officer for Sikich Financial and related entities. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers integrated wealth management and retirement plan consulting with an investment approach based on asset allocation and modern portfolio theory, utilizing both in-house and third-party managers.

Connor Mc Andrew is a CFP®-certified financial advisor with Sikich Financial in Springfield, IL, with three years of industry experience. He has been with Sikich Financial since 2021, following prior roles including work at Illinois College and Springfield High School. 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 process focused on diversified, asset-class allocations primarily through passively managed mutual funds and ETFs.

Keith Walle is a financial advisor at Sikich Financial with a CFP® designation and over 13 years of industry experience. He has worked at Sikich Financial since 2013 and holds a principal role at Sikich LLC, the parent company of Sikich Financial. Sikich Financial is an SEC-registered multi-team advisory firm managing approximately $1.18 billion in assets. The firm serves individuals, retirement and profit-sharing plans, trusts, estates, and business entities, offering integrated wealth management through a combination of in-house advice and third-party managers.

Wesley Whamond is a CFP® with 25 years of experience in the financial industry. He is currently a financial advisor at Sikich Financial and has held roles at firms including Triad Advisors, Bank of America, Merrill, TD Ameritrade, and Scottrade. Outside of his advisory work, he sells sneakers from his personal collection through StockX. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension plans, trusts, estates, and businesses. The firm employs a modern portfolio theory approach with diversified, asset-class-based allocations primarily using mutual funds and ETFs, and benefits from its affiliation with parent company Sikich LLC, which provides accounting and tax resources.

Valerie Johnson is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Sikich Financial since 2013. She previously worked at Triad Advisors, Inc. and OSAIC. Outside of her advisory work, she is involved in the arts community, serving as a board director for the United Performing Arts Fund and having been president of the Skylight Music Theatre board. Sikich Financial is an SEC-registered multi-team advisory firm with approximately $1.18 billion in assets under management, serving individuals, retirement plans, trusts, estates, and businesses. The firm integrates financial planning and portfolio management using asset-allocation strategies supported by both in-house and third-party managers.