Find a Financial Professional
in Illinois

Chris Genzler

Financial Advisor

Forum Financial Management, LP

Chris is Wealth Manager with an independent firm. He has a passion to help others understand the retirement process and works to assist older adult populations concerns.

Nicole Polanco

Senior Wealth Advisor

Chicago Partners Wealth Advisors

Nicole joined Chicago Partners in July of 2015 after graduating with a Bachelor of Science in Finance degree from the University of Illinois at Urbana-Champaign. Previously, she started her career as a Wealth Management intern at UBS Financial Services.Nicole is a Series 65 licensed Investment Advisor Representative (IAR), and a Certified Financial Planner™ (CFP®) professional.

Jenny Shults

Associate Advisor

Chicago Partners Wealth Advisors

I joined Chicago Partners in September of 2021, and am passionate about helping young professionals plan for the future and manage their wealth so that they're able focus on their own career! I work with a number of clients totaling over $200 million of assets and would be happy to share some strategies that they have used to build their wealth. I am a Series 65 licensed Investment Advisor Representative (IAR), a Certified Financial Planner™ (CFP®) professional, and a graduate of the University of Wisconsin-Madison, double-majoring in Economics and Personal Finance. Most importantly, I am a fiduciary who places the utmost importance on the client's best interest. I do not receive compensation from anyone other than the clients I am serving. In my free time, I enjoy photography, music, reading books, swimming, and hiking around the Sleeping Bear Dunes in northern Michigan!

Peter Amling

Founder

Amling Investments

Experienced Personal Wealth Advisor with my own independent firm. Focusing on client relationships and holistic planning.

Nicholas Guido

Partner

Chicago Partners Wealth Advisors

Nicholas Guido joined Chicago Partners in the fall of 2013 after working for Ameriprise Financial Services. Before joining Ameriprise, Nicholas started his career as a Branch Services Associate in the Ultra High Net Worth sector of UBS Financial Services.In 2018, Nicholas completed his Certified Financial Planner (CFP®) certification program and received his CFP® designation. As a licensed insurance agent, Nicholas also helps clients optimize their insurance plans by using his experience to review and make recommendations to help clients obtain insurance in a cost effective way, while eliminating unnecessary products.Nicholas graduated from North Central College with a B.S. in Finance & Economics and is currently a CFA Level II Candidate. In his free time, he enjoys spending time with his wife, Anastasia, and their three kids, Luca, Mila, and Micah, golfing, watching football, fitness, and traveling.

Phil Telpner

Founder

Breakout Private Wealth

We help successful Gen X families make work optional. Personal CFO for successful Gen X families. Owner | Breakout Private Wealth Podcast

Phil Schlitter

Financial Advisor

Capstone Wealth Management

Phil serves as a client performance analyst with the Capstone Wealth Management Group at Wells Fargo Advisors, where he is dedicated to delivering exceptional service to the team’s clients. Phil plays a key role in setting up accounts, developing comprehensive investment plans through eMoney®, and assisting with account management. Before joining Capstone Wealth Management Group, Phil was a Financial Advisor at Lakeshore Financial Group in Chicago, IL. With five years of experience in the financial services industry, he brings a wealth of expertise to his current role. 5 Years of Experience Personal Interests Phil resides in Plainfield, IL with his wife, Hannah, and their Shih Tzu, Bentley. An avid fan of the Chicago Cubs, Bears, and Blackhawks. He enjoys fishing, golfing, and weightlifting. Phil and Hannah also love discovering new restaurants, attending country music concerts, and exploring the latest TV shows.

Erik Barnes

Founder, Financial Planner

Retirement Portfolio Partners

Hi, I'm Erik Barnes, Owner of Retirement Portfolio Partners, a flat fee, fee-only planning firm serving clients 55+, locally in Naperville, Illinois and virtually across the entire country. I’m passionate about helping those who find themselves within 2 to 5 years before retirement answer questions like: 1. When can I afford to retire? 2. Do I have enough money to retire? 3. How much can I afford to spend in retirement? 4. How do I pay less in taxes in retirement? Using this small window before retirement, we can create a strategy that focuses on helping you pay less in taxes, make smarter, more informed investment decisions, and retire sooner. I strive to guide my clients to live into what's most important to them and build confidence around how they think and feel about money. Planning for retirement can be confusing, but it doesn't have to be. While I'm not busy in the office crafting financial plans, you can find me: * Fishing and pontooning with my wife and 3 kids in Hayward, Wisconsin * Relaxing at the beach in Indian Rocks Beach, Florida * Attempting to try every steak burrito ever made * Reading the next book on my list.

Gregory Kurinec

Owner

Pennant Planning

I believe retirement planning should be about more than just numbers on a spreadsheet. While many advisors treat retirement as primarily an investment challenge, we understand it’s actually about creating the financial freedom you need to enjoy life on your terms.

Larry Pershing

Founder & CEO

Optimum Retirement Planning

Hi, I'm Larry Pershing, CFP®, RMA®. I focus on helping people age 50 and better build tax-efficient retirement income for a flat fee. Having worked in various wealth management firms in my career, I was surprised to discover many firms try to service everyone, which leads them to being average for all. Some are more concerned with amassing client assets than providing customized recommendations. I founded Optimum Retirement Planning, an independent financial planning firm, because I saw a need for specialists to help clients navigate the complex and challenging financial aspects of retirement. Our offering is different. We don't work with everyone. We specialize in helping those who are close to and in retirement. We apply the latest financial research for retirement to build tax-smart retirement income and investment strategies.

For three decades Brian has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Brian has dedicated his career to delivering the personalized investment planning services his clients deserve. Brian A. Magnan began his career as a financial advisor on August 30, 1993 when the Dow Jones Industrial Average closed at 3,643. As Director of Magnan Family Wealth Management, he provides total, coordinated investment planning and investment management services for a small group of affluent families, corporations, executives and non-profit organizations. His services are designed to help integrate your investments to your income tax, liabilities management, estate, retirement, insurance, and investment planning. In this capacity, Brian leverages Wells Fargo Advisors Financial Network’s open architecture platform of traditional and alternative opportunities. Brian holds a BS in Finance from Western Michigan University, is a CERTIFIED FINANCIAL PLANNER® practitioner and an Accredited Investment Fiduciary®.

The common thread that runs through Greg Kurinec's life is joy in serving others. As a young boy, it came in the form of helping a neighbor by shoveling snow, mowing a lawn or just bringing in their garbage cans. More recently, it was launching a not-for-profit organization that supports families... I will always have my clients best interest at the forefront.

Greg Johnston has been President & Chief Investment Officer of Johnston Investment Counsel since 1997. He received his BA from the University of Illinois @ Urbana-Champaign, his MBA from DePaul Unviersit...

Brendan has over 17 years of experience, providing clients with advice and guidance across all aspects of their financial life. As an investment advisor, he works closely with high-net-worth families and individuals to create comprehensive financial plans that serve to protect and help grow multigen...

Imagine working with a financial advisor who truly understands you. One who focuses not just on the numbers, but on your unique story and dreams for the future. Welcome to Retirement Matters, where I create a comfortable and supportive environment for you to plan your next steps toward a fulfilling ...

I work with individuals, families, and business owners to help simplify complex financial decisions and build a coordinated strategy around their wealth. My approach looks beyond the investment portfolio to understand how a client's personal balance sheet, business interests, estate plan, and long-t... One thing I want my clients to know about me is... I want my clients to feel comfortable calling me before making an important financial decision. I value being accessible, providing thoughtful advice, and helping them move forward with confidence.

Clark founded Toft to offer advice that is technically careful and personal at the same time. His ba...

Steven McGowan serves as Managing Director and Wealth Advisor at Rothschild Wealth Partners, where he integrates diverse facets of wealth management to meet his clients’ financial objectives. With a focus on investment strategy, tax planning, retirement guidance, and long-term cash flow management, ... One thing I want my clients to know about me is... My focus is simple: reduce taxes, optimize wealth, and bring clarity to complex financial decisions through personalized planning. I take pride in proactive communication and timely responses to my clients.