I launched my firm in July of 2024 to continue working with my clients on my own terms. I work with a wide range of types of clients. However, most of my clients tend to fit into a few archetypes; wealth accumulators, wealth distributors, and business owners. The clients I work with benefit when we take a comprehensive approach to their financial picture. Each client receives assistance with retirement planning, investment management, tax planning, insurance/estate planning, and behavioral finance. Does your situation feel familiar? - Accumulator - These clients come to me after some early career success or receiving a windfall (i.e inheritance or large cash distribution). I help clients navigate their financial life from now until retirement and beyond. In many cases this can be 25+ years in the future. I help ensure that you are doing the correct actions each year to build your wealth and enjoy your time and money now... - Distributor - Clients in this stage of their life have regularly saved in their employers retirement plan or independently over their working career. Now that retirement is looming or in motion, you need a plan to distribute your assets and pay your bills. We work together to prepare a distribution plan that coordinates social security, pensions, and distributions from retirement accounts to be the most tax efficient as possible. You've saved all this time, now it is time to enjoy! - Business Owners - My business owner clients fit into a combination of accumulation and distribution. Wherever your business is, we will navigate growing, preserving, and distributing the assets through the lifetime of your business. I am proud to be a fee-only, fiduciary, Certified Financial Planner™️ practitioner in my day-to-day working life. Outside of work you can find me spending time with my wife and kids, playing golf/basketball, and enjoying the Fox River Valley where we have set our roots. I can be reached directly at tim@rhodowealth.com or at www.rhodowealth.com for more information. Thanks!

Brian Segura is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He works with clients across various financial situations, including retirement planning, investment guidance, insurance, college planning, and long-term care considerations. He focuses on building long-term relationships with clients to ensure their financial plans meet the unique needs of their families. Prior to his current role, Brian served as an Investment Consultant at Fidelity Investments from 2023 to 2024. He has also held several positions at Merrill Lynch and Merrill Edge between 2018 and 2023, including Market Supervision Manager, Supervision Principal, Team Lead, and Financial Service Representative. His professional experience encompasses a broad range of financial services and client support. Outside of his professional work, Brian has interests in football, golf, movies, parenthood, reading, and traveling.

Everett Thomas is the Vice President and Executive Planning Consultant at Fidelity Investments, where he has been serving since 2021. In this role, he collaborates with leaders on strategies for their lifetime goals through benefits optimization, compensation, and wealth planning. Prior to his current position, he held various roles at Fidelity Investments, including Vice President, Wealth Planner (2018-2021), Financial Consultant (2015-2018), Investment Consultant (2014-2015), Financial Representative (2013-2014), and Trader for the Private Client Group (2010-2013). Everett holds a California Insurance License, which supports his professional practice in financial and wealth planning. Outside of his professional work, he engages in personal interests such as baseball, family activities, fitness, golf, and tennis.

Michael Ochs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Michael and his team focus on creating wealth by providing guidance to help clients avoid financial pitfalls and navigate monetary challenges, prioritizing their goals and establishing timelines to achieve them. Michael holds a bachelor's degree in finance from Eastern Illinois University and an MBA from Northern Illinois University. He is a CERTIFIED FINANCIAL PLANNER® professional, Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). He has been in the financial services industry since 2004, with experience in life and long-term care insurance sales, retail banking, and branch operations prior to becoming a financial advisor in 2012. Michael lives in Algonquin, Illinois, with his wife Michelle and their six daughters. He is active in his community and church, serving on several committees, coaching volleyball at his daughters' school, and volunteering with organizations including 4-H of Kane County, Feed My Starving Children, and the Northern Illinois Food Bank. He is also a member of the Knights of Columbus.

Michael Parris is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients and their families to understand their financial situations and develop comprehensive plans aimed at growing and protecting their wealth while working toward their financial goals. He emphasizes open communication and building strong, enduring relationships with his clients. Prior to his current role, Michael served as a Financial Consultant at Fidelity Investments from 2022 to 2026. Before joining Fidelity, he held positions at JP Morgan Chase Bank, N.A., including Private Client Advisor from 2017 to 2022 and Private Client Banker from 2011 to 2017. His experience spans various aspects of financial planning and client advisory services.

Jack Hazekamp is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In this role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adjusts plans as clients' situations change. Jack holds the Personal Investment Advisor (PIA) designation. He earned his High School Diploma from Ombudsman. His approach focuses on understanding what matters most to clients and their families in order to create suitable financial strategies.

Scott Dahl is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He has over 28 years of experience focusing on asset management and pre-retirement planning for successful individuals and small business owners. Scott employs a defined process tailored to each client’s circumstances to develop disciplined financial strategies aimed at creating personalized road maps. His services include wealth planning, estate and income tax planning, asset allocation, and customized portfolio management. He meets regularly with clients to ensure their financial plans remain aligned with their personal situations. Scott holds several professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Certified Exit Planning Advisor (CEPA®). He earned a bachelor's degree from Indiana University and is a member of the Exit Planning Institute. Scott resides in Inverness, Illinois, with his wife Jennifer and their three children, Ethan, Trevor, and Jillian. He is involved with the community organization Feed My Starving Children.