Advisors at this firm
Alexander F
Series 66
Chicago, IL
Aaron Wealth Advisors
Alexander Fedynsky is a financial advisor at Aaron Wealth Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co. LLC and Goldman Sachs AYCO Personal Financial Management. Fedynsky serves on the advisory board of the Ukrainian Museum-Archive Inc., a cultural museum. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices with portfolio management, financial consulting, and mergers-and-acquisitions advisory. The firm employs institutional technology and portfolio construction principles, including option-writing strategies, and offers specialized services such as insurance advisory and digital-asset custody.
Tomasz G
CFA®, Series 63, Series 66
Chicago, IL
Aaron Wealth Advisors
Tomasz Gogola is a CFA® charterholder with nine years of industry experience. He currently works at Aaron Wealth Advisors and has previously held roles at Mainstreet Investment Advisors, Equitable Advisors, Wells, Roselieb & Raia Management, Axa Advisors, and LBMZ Securities. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices with portfolio management, financial consulting, and mergers-and-acquisitions advisory. The firm employs institutional technology and portfolio construction strategies, including option-writing overlays, and provides specialized services such as insurance advisory coordination, trustee services, and digital-asset custody.
Matthew M
CFP®, Series 66
Chicago, IL
Aaron Wealth Advisors
Matthew Mcbroom is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Aaron Wealth Advisors, where he has worked since 2023. Prior to this, he was with SBC Wealth Management and UBS Financial Services Inc. Mcbroom has also served as managing member of LJM, LLC, an inactive real estate investment entity. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices with portfolio management, financial consulting, and mergers-and-acquisitions advisory. The firm employs institutional technology platforms and applies portfolio construction principles including option overlay strategies, and it provides specialized services such as insurance-advisory coordination, trustee services, and digital-asset custody.
Vincent B
Series 66
Chicago, IL
Aaron Wealth Advisors
Vincent Barone is a financial advisor at Aaron Wealth Advisors with nine years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services and the University of Kentucky. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices with portfolio management, financial consulting, and mergers-and-acquisitions advisory. The firm employs institutional technology platforms and portfolio construction techniques, including option-writing strategies, and offers services such as trustee arrangements and digital-asset custody.
Adrianna S
Series 63, Series 65
Chicago, IL
Aaron Wealth Advisors
Adrianna Stasiuk is a financial advisor at Aaron Wealth Advisors with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for eight years. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices with portfolio management, financial consulting, and mergers-and-acquisitions advisory. The firm employs institutional technology platforms and a variety of investment strategies, including option-writing, and offers specialized services such as insurance advisory and digital-asset custody.
Konstantine A
CFA®, Series 66
Chicago, IL
Aaron Wealth Advisors
Konstantine Andrakakos is a CFA® charterholder with 14 years of industry experience. He is currently with Aaron Wealth Advisors, where he has worked since 2018. His prior experience includes roles at Northern Trust Securities, Northern Trust Bank, and Deutsche Bank. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices with portfolio management, financial consulting, and select mergers-and-acquisitions advisory. The firm employs institutional technology platforms and applies portfolio construction principles such as Modern Portfolio Theory and overlay option strategies, while also providing specialized services including insurance-advisory coordination, trustee services, and digital-asset custody.
Toby S
CFA®
Chicago, IL
Aaron Wealth Advisors
Toby Stannard is a CFA® charterholder based in Chicago, IL, with five years of industry experience. He has worked at Aaron Wealth Advisors since 2020 and previously was employed at Northern Trust from 2015 to 2019. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices, offering portfolio management, financial consulting, and mergers-and-acquisitions advisory. The firm employs an institutional technology platform and applies portfolio construction techniques including option-writing strategies, while also providing services such as trustee arrangements and digital-asset custody.
Jennifer B
CFP®, CFA®, Series 63
Chicago, IL
Aaron Wealth Advisors
Jennifer Barry is a CFP® and CFA® with 29 years of industry experience. She has worked at Aaron Wealth Advisors since 2021 and previously spent 23 years at Citigroup Global Markets Inc. in Chicago, IL. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and mergers-and-acquisitions advisory, utilizing institutional technology and a range of investment strategies including option overlays and digital-asset custody.
Gary H
Series 66
Chicago, IL
Aaron Wealth Advisors
Gary Hirschberg is a financial advisor with Aaron Wealth Advisors in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. He previously worked at Goldman, Sachs & Co. for 12 years before joining Aaron Wealth Advisors in 2018. Hirschberg serves on the Board of Directors and Finance Committee of International Hillel and is a member of the investment committee of the Indianapolis Museum of Art. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices with portfolio management, financial consulting, and select mergers-and-acquisitions advisory. The firm employs institutional technology platforms and portfolio construction strategies, including option-writing, and offers specialized services such as insurance advisory coordination, trustee services, and digital-asset custody.