The Mather Group, LLC

Stephen Biggs is a CFP®, CFA®, and Series 63 credentialed financial advisor with 16 years of industry experience. He has worked at The Mather Group, LLC since 2022 and previously spent ten years at Hc Financial Advisors, Inc. The Mather Group, LLC serves primarily high-net-worth individuals, family offices, trusts, and estates, providing comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based, tax-aware investment approach using risk-based model portfolios and a Tax Synchronized Portfolio philosophy, focusing on after-tax efficiency with a range of investment strategies overseen by an Investment Committee.

Scott Emblen is a CFP® with 22 years of industry experience, currently serving as an advisor at The Mather Group, LLC. He has previously worked with Independent Progressive Advisors and Skyline Financial NW. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and estates, offering comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based, tax-aware investment approach using diversified strategies overseen by an Investment Committee.

Joshua Mason is a financial advisor at The Mather Group, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and Charles Schwab Bank. Outside of his advisory role, Mason is a partner and owner of BugClub LLC, a retail business focused on strategy and technology development. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and estates, offering comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based, tax-aware investment approach using a range of strategies overseen by an Investment Committee.

Brendan Gibson is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds a Series 65 designation and has a diverse background including roles with the Indiana University Football Team and Kilroy's on Kirkwood. The Mather Group serves high-net-worth individuals, family offices, trusts, and estates, offering comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based, tax-aware investment approach using low-cost index funds and ETFs, supported by an Investment Committee that oversees portfolio construction and ongoing due diligence.

Scott Ueckert is a financial advisor at The Mather Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with The Mather Group since 2018, following prior roles at Private Advisor Group, LLC and LPL Financial. The Mather Group serves primarily high-net-worth individuals, family offices, trusts, and estates, providing comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based, tax-aware investment approach using diversified portfolios and a “Tax Synchronized Portfolio” philosophy aimed at after-tax efficiency.

Catherine Fortuna is a financial advisor at The Mather Group, LLC with 13 years of industry experience. She holds the Series 66 designation and previously worked at Bessemer Trust for nine years before joining The Mather Group. The Mather Group, LLC serves high-net-worth individuals, family offices, trusts, and estates, offering comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based, tax-aware investment approach using diversified portfolios constructed primarily with low-cost index funds and ETFs, overseen by an Investment Committee that conducts ongoing due diligence and rebalancing.

Jonathan Gussick is a financial advisor at The Mather Group, LLC in Chicago, IL, holding CFP®, CFA®, and Series 63 designations with 15 years of industry experience. He previously worked at TIAA and Tiaa from 2013 to 2019 before joining The Mather Group, where he has been since 2019. The Mather Group serves primarily high-net-worth individuals, family offices, trusts, and estates, providing comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based, tax-aware investment approach that includes diversified portfolios constructed with low-cost index funds and ETFs, overseen by an Investment Committee.

Michael Ryabik is a financial advisor at The Mather Group, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Mather Group since 2016. The Mather Group serves primarily high-net-worth individuals, family offices, trusts, and estates, offering comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based, tax-aware investment approach using diversified portfolios that include low-cost index funds, ETFs, and alternative strategies, all overseen by an Investment Committee.

Matthew Kahovec is a financial advisor at The Mather Group, LLC with six years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining The Mather Group, he worked at Astraeus Advisers LLC for five years. The Mather Group serves primarily high-net-worth individuals, family offices, trusts, and estates, providing comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based, tax-aware investment approach using diversified portfolios constructed mainly with low-cost index funds and ETFs.

Ben Petrie is a financial advisor with The Mather Group, LLC in Chicago, holding a Series 65 credential and one year of industry experience. Prior to joining The Mather Group in 2022, his work history includes roles outside the financial industry such as at the University of Missouri Recreation Center and Fred Meyers. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and estates, providing comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based, tax-aware investment approach that utilizes a range of strategies including low-cost index funds, direct indexing, and alternatives, overseen by an Investment Committee.

Suzanne Bick is a financial advisor at The Mather Group, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Cedar Financial Advisors, LLC and Norway Labs, Inc. The Mather Group, LLC serves primarily high-net-worth individuals, family offices, trusts, and estates, offering comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based, tax-aware investment approach using diversified portfolios constructed mainly with low-cost index funds and ETFs.

Brian Schmehil is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at The Mather Group, LLC in Chicago, IL. He has been with The Mather Group since 2016. Outside of his advisory work, he is involved in leasing and managing personally owned real estate. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and estates, offering comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based, tax-aware investment approach using diversified portfolios that include low-cost index funds, ETFs, and alternative strategies.

Katie Milojevich is a CFP® professional with 14 years of experience in financial advising. She has worked at The Mather Group, LLC since 2021 and previously spent 16 years at Allison Spielman Advisors. The Mather Group, LLC serves high-net-worth individuals, family offices, trusts, and estates, offering comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based, tax-aware investment approach with diversified model portfolios and strategies overseen by an Investment Committee.

Robert Bartlett is a CFP® with 10 years of industry experience. He has worked at The Mather Group, LLC since 2023 and previously spent eight years at Clear Perspectives Financial Planning, LLC. Bartlett is based in Cincinnati, OH. The Mather Group, LLC serves primarily high-net-worth individuals, family offices, trusts, and estates, offering comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based, tax-aware investment approach using diversified, low-cost portfolios overseen by an Investment Committee.

Kevin Allman is a CFP® professional with 16 years of industry experience, currently serving as an advisor at The Mather Group, LLC since 2016. He previously worked at SunTrust Bank from 2014 to 2016. Outside of his advisory role, he serves on the Board of Directors for the Financial Planning Association of Georgia as the Membership Engagement Director. The Mather Group, LLC primarily serves high-net-worth individuals, family offices, trusts, and estates, offering comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based, tax-aware investment approach using risk-based model portfolios and a Tax Synchronized Portfolio philosophy, focusing on after-tax efficiency through diversified strategies overseen by an Investment Committee.