Expressive Wealth LLC

Jon Knotts is a financial advisor with Expressive Wealth LLC in Chicago, holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked at North Central College, Benzinga.com, and Zacks Investment Research. Outside of his advisory role, he owns Fiscal Investor, a financial literacy website. Expressive Wealth serves individual and high-net-worth clients as well as retirement plans, offering discretionary asset management, financial planning, and ERISA 3(38) fiduciary services. The firm employs a discretionary, tailored investment process that includes fundamental, technical, and cyclical analysis, with active oversight of Sub-Advisors and a multi-office presence.

Ronald Loyo is a financial advisor at Expressive Wealth LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Oxford Wealth Group, Edward Jones, and Bank of America/Merrill Lynch. Outside of his advisory role, he owns a separate business unrelated to investments. Expressive Wealth serves individual and high-net-worth clients as well as retirement plans, providing discretionary asset management, financial planning, and ERISA 3(38) fiduciary services. The firm’s investment approach is discretionary and tailored to client goals, incorporating fundamental, technical, and cyclical analysis, with ongoing portfolio reviews and oversight of Sub-Advisors and leverage risk.

Katarzyna Richardson is a financial advisor at Expressive Wealth LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Eddie Patel Inc., National Financial Services LLC, Charles Schwab & Co., Inc., and FIDELITY Brokerage Services LLC. Expressive Wealth serves individual and high-net-worth clients as well as retirement plans, offering discretionary asset management, financial planning, and ERISA 3(38) fiduciary services. The firm employs a tailored investment process that incorporates fundamental, technical, and cyclical analysis, allowing for alternative investments and options strategies.

Kaitlin Martinez is a CFP® with 12 years of industry experience, currently serving at Expressive Wealth LLC. Her prior experience includes roles at J.P. Morgan Securities and OREKA Wealth, LLC. Outside of financial advising, she is the Director of Strategic Partnerships at Alliance Homecare, focusing on home health care sales. Expressive Wealth LLC serves individual and high-net-worth clients as well as retirement plans, offering discretionary asset management, financial planning, and ERISA 3(38) fiduciary services. The firm employs a discretionary investment process tailored to client goals, incorporating fundamental, technical, and cyclical analysis, and utilizes Sub-Advisors while maintaining active oversight of risk factors such as leverage.

Luis Marroquin is a financial advisor at Expressive Wealth LLC in Chicago, IL, holding a Series 65 designation with one year of industry experience. His work history includes roles at Expressive Wealth LLC, Empowered Network, Syd Jerome, and Advanced Drainage System. Expressive Wealth serves individual and high-net-worth clients as well as retirement plans, providing discretionary asset management, financial planning, and ERISA 3(38) fiduciary services. The firm’s investment approach is discretionary and tailored to client goals and risk tolerance, incorporating fundamental, technical, and cyclical analysis, with regular portfolio reviews and oversight of Sub-Advisors.

Stephanie Morawski is a financial advisor at Expressive Wealth LLC with three years of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors, LLC, Blue Cross Blue Shield of Michigan, and the Michigan State Senate. Outside of her advisory role, she owns MID Concierge, LLC, a business that provides coaching and consulting services to divorce-related professionals. Expressive Wealth serves individual and high-net-worth clients as well as retirement plans, offering discretionary asset management, financial planning, and ERISA 3(38) fiduciary services. The firm’s investment process is discretionary and tailored to client goals and risk tolerance, with ongoing portfolio management and active oversight of Sub-Advisors.

Lauren Genuardi is a CFP® and holds a Series 65 license with 14 years of experience in financial advisory roles. She has worked at Expressive Wealth LLC since 2024 and previously at Telemus Capital, LLC and Barrington Strategic Wealth Management Group LLC. In addition to her advisory work, she is an independent insurance agent. Expressive Wealth LLC serves individual and high-net-worth clients as well as retirement plans, providing discretionary asset management, financial planning, and ERISA 3(38) fiduciary services. The firm employs a discretionary investment process tailored to client goals and risk tolerance, incorporating fundamental, technical, and cyclical analysis, and offers oversight of Sub-Advisors and held-away retirement accounts.

Vanessa Martinez is a financial advisor at Expressive Wealth LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Em-Powered Network and Hightower Advisors, LLC. Martinez volunteers with SER Summits Inc., a community-building organization that hosts an annual conference for Latino financial advisors. Expressive Wealth serves individual and high-net-worth clients as well as retirement plans, providing discretionary asset management, financial planning, and ERISA 3(38) fiduciary services. The firm’s investment approach is discretionary and tailored to client goals, incorporating fundamental, technical, and cyclical analysis with the inclusion of alternative investments and options strategies.

Darlene Duncan is a financial advisor at Expressive Wealth LLC with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and WealthTrust Asset Management. In addition to her advisory role, Duncan is a licensed real estate sales associate with Coldwell Banker. Expressive Wealth serves individual and high-net-worth clients as well as retirement plans, offering discretionary asset management, financial planning, and ERISA 3(38) fiduciary services. The firm employs a tailored investment process that incorporates fundamental, technical, and cyclical analysis and includes oversight of Sub-Advisors and held-away retirement accounts.