In the News

When it comes to planning your financial future, harnessing the right tools and resources is essential. Artificial intelligence (AI) is revolutionizing the financial planning landscape, offering efficiency and personalized solutions. However, it's crucial to remember that the human element remains irreplaceable in this process. 

(Downers Grove, IL)          Managing Partner Stephen Potts announced Robert Castanares has joined Professional Wealth Advisors, LLC (PWA) as Partner and Wealth Advisor. Rob comes to PWA with 21 years of experience as a financial advisor at J.P. Morgan Securities. 

As I sit down to write this quarter’s newsletter introduction, two things are on my mind: the apocalypse du jour of regional banks in crisis, and spring is officially here. It is that time of the year when we see new life all around us. The grass is getting green, leaves are budding on trees, and we are no longer driving to and from the office in the dark. It is with that sense of renewal and optimism that I come to this article.

As we enter the fourth quarter of the year, our attention turns toward the changing season (particularly in the Midwest), the holidays, and this year, the mid-term election. As we look ahead to the holidays, we find that this is always a good time to reflect and be thankful for each of our clients. 

(Downers Grove, IL)          Managing Partner Peter Wilmot announced Sijo Job has joined Professional Wealth Advisors, LLC (PWA) as Partner and Wealth Advisor. Job comes to PWA with over 17 years of experience in the financial services industry. During his tenure at JPMorgan Chase as Vice President-Private Client Advisor, Sijo was recognized as a top producer and ranked amongst the best in client satisfaction. LINK

(Downers Grove, IL)          Managing Director Kosta Tanglis announced Matthew Reynolds has joined Professional Wealth Advisors, LLC as Partner and Wealth Advisor. “We are thrilled that Matt chose to join us at PWA and could not be more excited about our new partnership. As a firm, our mission is to provide thorough financial advice while delivering the best client experience. We are confident that Matt shares this philosophy, and with his 17 years of industry experience and knowledge, we look forward to supporting the success and growth in his practice going forward.” Tanglis says. 

Well, we have certainly picked an interesting time to update the format of our newsletter, to say the least. We hope that you will find this new format to be more timely, impactful, entertaining and confidence inspiring. Rather than monthly, we will be sending these to you quarterly, with some additional, short-form, communications coming in-between. This will also give the Managing Partners, Steve Potts, Martin Campbell, Craig Ibrahim and me the opportunity to share our perspectives about what is happening in the world and with PWA. 

(Downers Grove, IL)          Stephen Potts, Managing Partner of Professional Wealth Advisors, LLC (PWA) announced a merger with Planners Financial Group, LLC. “PWA is proud to expand to Wisconsin, with our first office in Milwaukee,” explained Potts. “Nick Ignatowski and his team have built an excellent reputation as a family business which strongly honors their community and Polish heritage.” 

(Crystal Lake, Downers Grove, IL)          Stephen Potts, Managing Partner of Professional Wealth Advisors, LLC (PWA) announced Crystal Kolcz, CFP® has joined the organization as Managing Director. “With all of our recent growth, we are excited to have such a credentialed, take-charge leader as Crystal.” 

(Crystal Lake, Downers Grove, IL)          Peter Wilmot, Managing Partner of Professional Wealth Advisors, LLC (PWA) announced a merger with The Hannon Financial Group of Oak Brook, IL.  According to Wilmot, “We found a tremendous synergy with Terry and Kevin Hannon, their client centric values fit the PWA mission perfectly.” 

(Downers Grove, IL)      Bruce Persky, an independent LPL Financial advisor at Professional Wealth Advisors, LLC in Downers Grove, today announced his inclusion in LPL’s Freedom's Club. With more than 19,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success*. 

(Downers Grove, IL)      Bryan Schneider, an independent LPL Financial advisor at Professional Wealth Advisors, LLC in Downers Grove, today announced his inclusion in LPL’s Director’s Club. With more than 19,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success*.

(Downers Grove, IL)            Barry Krumwiede, an independent LPL Financial advisor at Professional Wealth Advisors, LLC in Downers Grove, today announced his inclusion in LPL’s Patriot’s Club. This elite award is presented to less than less than 7% of the firm’s more than 19,000 financial advisors nationwide*.

(Crystal Lake, Downers Grove, IL)           Due to significant growth through acquisition and advisor recruitment, Professional Wealth Advisors, LLC (PWA) has announced their expansion with new locations in Crystal Lake and Downers Grove, Illinois. 

(Downers Grove, IL)           Stephen Potts, Managing Partner of Professional Wealth Advisors, LLC announced that Aaron Baddeley of the PGA Tour will serve as Brand Ambassador for the independent wealth management firm.

(Downers Grove, IL)          Managing Partner Peter Wilmot announced John Searer has joined Professional Wealth Advisors as Partner and Wealth Advisor. Searer brings with him over 40 years of experience in the banking industry, with the last 15 years spent in wealth management.

(Downers Grove, IL)          Managing Partner Josh Gerry announced Raymond Kermend, CFP^®, has joined Professional Wealth Advisors as Partner and Wealth Advisor. With over 22 years of experience in comprehensive financial planning, Kermend provides dynamic wealth management strategies and services to help families navigate through big financial questions they face in life.

(Downers Grove, IL)          Managing Partner Stephen Potts announced John Goblet, Jr. has joined Professional Wealth Advisors as Partner and Wealth Advisor. Drawing on nearly two decades of experience in wealth management, Goblet works passionately with each of his clients to fulfill their unique financial needs.

(Downers Grove, IL)          Kosta Tanglis, Vice President, PWA Partners, announced Scott Cimo, CFP^® has joined Professional Wealth Advisors as Partner and Wealth Advisor. Scott has over 15 years of experience in successfully building long, personal, and prosperous relationships with clients while helping them pursue their financial goals.

(Downers Grove, IL)          Managing Partner Josh Gerry announced Brian Bellot has joined Professional Wealth Advisors as Partner and Wealth Advisor. Bellot will provide clients with guidance and develop actionable plans to help them pursue their financial goals – now and as they evolve in the future.

(Downers Grove, IL)          Managing Partner Josh Gerry announced Kosta Tanglis has joined Professional Wealth Advisors as Vice President, PWA Partners. Tanglis will lead PWA’s growing partner channel program.

(Downers Grove, IL)            Professional Wealth Advisors, LLC (PWA), an independent wealth management firm and HighPoint Planning Partners, LLC, an independent registered investment advisor (RIA) announced a game-changing merger agreement to become one of the largest RIA hybrid platforms in the industry.