Sikich Financial

Michael Sedlak is a CFP® and CFA® with 24 years of experience in financial advising. He is currently with Sikich Financial and also serves as a manager for Golden Trail Advisers, where he has worked since 2010. Sedlak holds a Series 63 license and is based in Burr Ridge, Illinois. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a diversified, asset-class-based investment approach emphasizing passive strategies and integrates investment management with financial planning and retirement plan consulting.

Marie Marks is a CFP® with 38 years of industry experience, currently serving as a senior retirement plan specialist at Sikich Financial. Her career includes roles at Osaic Wealth, Triad Advisors, Guardian Life Insurance Company, and Park Avenue Securities. She holds Series 63 and Series 65 licenses. Sikich Financial is an SEC-registered wealth management firm with 19 advisors, serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a modern portfolio theory-based investment approach, emphasizing diversified, asset-class allocations primarily through passively managed mutual funds and ETFs.

Mark Gilbert is a financial advisor at Sikich Financial with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Sikich Capital Management LLC in 2025, he worked at Reason Financial Advisors, LLC and Reason Financial Advisors, Inc. for a combined total of 19 years. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm uses a modern portfolio theory-based investment process focused on diversified, asset-class-based allocations primarily through passive mutual funds and ETFs.

Valerie Turner is a financial advisor with Sikich Financial in Springfield, IL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at Osaic Wealth, INC., Sikich Capital Management LLC, Triad Advisors, and Wells Fargo Advisors. Sikich Financial is an SEC-registered wealth management firm with approximately 19 advisors and $920 million in regulatory assets under management. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and business clients, employing a diversified, asset-class-based investment approach focused on passively managed strategies.

Robert Paoni is a CFP® professional with 21 years of experience in financial advising. He is currently a principal and CEO at Sikich Financial, where he has worked since 2010, and also holds a principal role at Sikich LLC. His prior experience includes roles at Triad Advisors, Inc. He serves on the advisory board of the Salvation Army in Springfield and participates in local nonprofit and professional organizations related to estate planning and church stewardship. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm emphasizes diversified, asset-class-based investment strategies primarily implemented through mutual funds and ETFs, and benefits from its affiliation with Sikich LLC, an accounting and consulting firm, which provides additional resources and services.

Thao Ring is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Sikich Financial in Indianapolis, IN. She has worked at Sikich Financial and Triad Advisors over multiple periods and is a member of the finance committee at the Advancement Center for Washington Township Schools and North Central Alumni, advising on operational budgets. Sikich Financial is an SEC-registered wealth management firm with approximately 19 advisors and $920 million in assets under management. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and business clients, focusing on diversified, asset-class-based investment strategies primarily implemented through mutual funds and ETFs.

Wade Kaesebier is a financial advisor at Sikich Financial with 14 years of industry experience. He holds a Series 65 credential and has worked at Sikich Financial and Sikich, LLP since 2017. Prior to that, he was with J.M. Abbott & Associates, Ltd. and Pacesetter Financial Group, LLC. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a modern portfolio theory-based investment approach, focusing on diversified, asset-class allocations primarily through passively managed mutual funds and ETFs.

Gretchen Radach is a financial advisor at Sikich Financial with Series 65 and Series 66 licenses and two years of industry experience. She previously operated Gretchen Radach Consulting LLC for eight years before joining Sikich Capital Management in 2022. Radach is also president of Gretchen Radach LLC, an entity used for passive investments. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a modern portfolio theory-based investment process focused on diversified, asset-class allocations primarily implemented through passively managed mutual funds and ETFs.

Douglas Mathey is a financial advisor with Sikich Financial, holding the PFS™ designation and a Series 65 license, and has 14 years of industry experience. He has been with Sikich and its affiliated entities since 2016, previously working at BCG Risk Management and BCG Wealth Advisors. Outside of his advisory role, Mathey is a partner at Sikich LLC, an accounting firm, where he dedicates significant time monthly. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a diversified, asset-class-based investment approach grounded in modern portfolio theory, utilizing primarily passive mutual funds and ETFs, and benefits from its affiliation with a large accounting and consulting parent company.

Jacob Merton is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Sikich Financial with four years of industry experience. His prior work includes roles at Northwestern Mutual and various positions outside the financial sector, including at Aldi and Norton City Schools. Sikich Financial is an SEC-registered wealth management firm that serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a modern portfolio theory approach, focusing on diversified, asset-class-based allocations primarily through passively managed mutual funds and ETFs, and offers integrated investment management, financial planning, and retirement plan consulting.

Joseph Connell is a financial advisor at Sikich Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sikich LLP and Triad Advisors, Inc. during his career. Connell has been with Sikich Financial since 2014. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a diversified, asset-class-based investment approach grounded in modern portfolio theory, primarily using passively managed mutual funds and ETFs.

Barry Stark is a financial advisor with Sikich Financial in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Triad Advisors Inc. and Bernardi Securities, Inc., and he has served as chief compliance officer for multiple Sikich-related entities. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a modern portfolio theory-based approach with diversified, asset-class allocations primarily using passive mutual funds and ETFs, and leverages its affiliation with Sikich LLC to offer integrated accounting and consulting resources.

Laura Culp is a financial advisor with Sikich Financial, holding the PFS™ designation and Series 65 license, and has 14 years of industry experience. She has worked extensively with Sikich entities since 2016 and prior to that was with BCG Wealth Advisors and related companies. Outside of wealth management, she serves as a trustee for several charitable foundations and is active on financial policy and community foundation boards. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a modern portfolio theory-based investment approach focused on diversified, asset-class allocations primarily through passively managed mutual funds and ETFs and leverages its affiliation with Sikich LLC to provide integrated accounting and consulting resources.

Jean Golla is a financial advisor with Sikich Financial based in Brookfield, WI, holding Series 63 and Series 66 licenses and with 22 years of industry experience. His prior roles include positions at Wells Fargo Bank, Morgan Stanley, LPL Financial, Johnson Wealth, and BMO Harris Financial Advisors. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a modern portfolio theory-based investment approach focused on diversified, asset-class allocations primarily through passively managed mutual funds and ETFs, and offers integrated investment management, financial planning, retirement plan consulting, and business succession planning.

Connor Mc Andrew is a CFP®-certified financial advisor with Sikich Financial in Springfield, IL, with three years of industry experience. He has been with Sikich Financial since 2021, following prior roles including work at Illinois College and Springfield High School. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a modern portfolio theory-based investment process focused on diversified, asset-class allocations primarily through passively managed mutual funds and ETFs.