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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Top 30 financial advisors of 4,453 near 60173

Out of 400,000+ nationwide

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Matthew B

CFP®, EA

Arlington Heights, IL

Maplewood Wealth

I'm Matthew, the founder of Maplewood Wealth, and I'll admit it—I'm a financial planning nerd. While I geek out over optimizing finances and taxes for my clients, what truly excites me is witnessing the transformation in their lives as they gain confidence in their financial decisions. At Maplewood Wealth, I've created a fresh approach to financial planning that resonates with fellow millennials who've found success early in their careers. I understand that for our generation, true financial confidence goes beyond mere numbers—it's about aligning our money with our values and goals to design the lifestyle we want. My approach allows you to enjoy life now while also securing a fulfilling future. Based in the Chicagoland area, I bring both professional expertise and relatable life experience to my practice. As a young father balancing career and family life, I intimately understand the challenges and aspirations you face. Whether you're a young professional building a strong financial foundation, a "surprised affluent" navigating sudden wealth, or part of a growing family juggling multiple financial priorities, I tailor my approach to your unique situation. With Maplewood Wealth, you're not just getting a financial planner—you're gaining a dedicated partner in navigating life's changes and achieving your dreams without stress. Let's work together to create a financial plan that empowers you to live your best life, both now and in the future.

Equity Recipients (RS/RSU, SOP, ESPP) Attorney Young Professionals Gen Y/Millennials (Born 1980-1995)
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Tim C

CFP®

Geneva, IL

Rhodo Wealth Management LLC

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!

Retirement income strategy Business exit / sale strategy Business succession planning Executive Gen X (Born 1965-1980)
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Garrett D

Series 66

Mt Prospect, IL

Merrill

Garrett Dahm is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing financial guidance since 2017. He specializes in developing strategies and offering advice tailored to the short- and long-term financial objectives of individuals, families, and businesses. As a qualified Portfolio Manager, Garrett manages discretionary Personalized and Defined Strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment options. His areas of focus include family wealth management, services for endowments, foundations, and non-profits, liquidity management, retirement planning, portfolio management, tax minimization, and strategies for sports and entertainment clients. Garrett earned a Personal Investment Advisor (PIA) designation. He completed his high school education at Prospect High School and attended Harper College without earning a degree. Outside of his professional role, Garrett has a background in classical guitar, having performed solo and with orchestras worldwide since the age of four. Notably, he performed in multiple cities in Australia during the opening ceremonies of the 2000 Olympics. He lives in Mt. Prospect with his wife Tanya and their son Jace. His personal interests include golfing, ice hockey, practicing guitar, and spending time with his family.

Wealth management Retirement income strategy Income planning Tax-loss harvesting Young Families
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Frank N

CFP®, Series 63, Series 65

Park Ridge, IL

Fidelity

Frank Novelli is a Financial Consultant at Fidelity Investments. He collaborates with clients to understand their unique financial goals and motivations, aiming to develop tailored financial plans that address individual needs and objectives. His objective is to serve as a primary financial advisor, providing advice and service. Frank's professional experience includes roles as Vice President and Financial Consultant at Charles Schwab (2022-2023), Senior Financial Consultant at TD Ameritrade (2020-2023), and Vice President and Advisor Consultant at Nuveen Investments (2014-2020). Outside of his professional career, Frank's personal interests include concerts, fishing, parenthood, scuba diving, snowboarding, and traveling.

Wealth management General retirement planning Income planning Financial Professional
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Amir J

Series 66

Rolling Meadows, IL

Merrill

Amir Jafariaria serves as a Senior Portfolio Advisor and Financial Advisor at Merrill Lynch Wealth Management. He brings a global perspective to his role, shaped by his experiences living in six countries across multiple cities and working in private equity in Istanbul before relocating to the United States in 2014. Since joining Merrill Lynch Wealth Management in 2015, Amir has focused on delivering comprehensive wealth management services and proactive financial strategies tailored to his clients' diverse needs. With a background rooted in an entrepreneurial family and professional experience spanning private equity, start-ups, and wealth management, Amir specializes in areas including college education planning, employee benefits planning, executive and equity compensation services, family wealth management strategies, institutional and corporate benefit services, and wealth planning for LGBT and women clients. He integrates his services with clients’ external advisors such as attorneys, tax professionals, business managers, and family offices. Amir holds a Bachelor’s Degree in Management Information Systems and a Master of Business Administration (MBA), both from Eastern Mediterranean University. He also holds the Personal Investment Advisor (PIA) designation and is proficient in English, Persian, and Turkish. Outside of his professional life, Amir’s personal interests include bungee jumping, cooking, pickleball, refereeing, skiing, soccer, table tennis, and tennis.

Wealth management Business ownership considerations Business Financial Management Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance LGBTQIA Women Professionals
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Brian S

Series 66

Schaumburg, IL

Fidelity

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.

General retirement planning Wealth management Long-term care insurance College savings (529s, UTMA, etc.) Parents
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Jeremy K

Series 66

Hoffman Estates, IL

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Early retirement planning Inheritance planning Business ownership considerations Founder/Business Owner
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Matthew I

Series 66

Oak Brook, IL

Merrill

Matthew Ibrahim is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients’ priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. His expertise covers general investing, retirement planning, and saving for unforeseen needs. Matthew also provides access to additional Bank of America specialists for banking, credit, home financing, and small business solutions, offering holistic financial support. Matthew holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a bachelor's degree from the University of Illinois System. Fluent in both English and Arabic, he is able to communicate effectively with a diverse client base. Matthew is involved in community service through participation with Feed My Starving Children.

General retirement planning Wealth management
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Tyler S

Series 66

Elgin, IL

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Military & Veterans
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Herman T

Series 63, Series 66

Wheaton, IL

Fidelity

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.

Exec comp design Liquidity event planning Wealth management Retirement income strategy Income planning Executive
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