Joseph Rosario, Partner | Wealth Advisor
With over 16 years in financial services, Joseph helps clients navigate market cycles, life transitions, and major financial milestones with clarity and confidence. As a Certified Financial Planner™ professional holding Series 7, 66, and 26 registrations, he believes financial planning is about more than numbers—it’s about protecting families, building legacies, and creating freedom for the future.
Joseph works with successful families, professionals, and business owners who value a long-term partnership grounded in trust and proactive planning. He lives in Elmhurst, IL with his wife, Jenny, and their two boys, William and Liam. Outside of work, he enjoys golfing and traveling to Puerto Rico to visit family.
Colin Brennan, Partner | Wealth Advisor
With over a decade in financial services, Colin partners with clients to simplify financial decisions and stay confident through life’s changes. As a Certified Financial Planner ™ professional with Series 7 & 66 registrations, and Life & Health licenses, he focuses on long-term, relationship-driven planning—from retirement and tax strategies to navigating complex financial needs.
A lifelong Chicagoland native, Colin lives in Grayslake, IL with his wife and their golden retriever, Brandy. He takes pride in serving the community where he grew up and now calls home. Outside of work, he enjoys golfing, lake weekends in southern Wisconsin, cheering on the Iowa Hawkeyes, and visiting family in Florida.
Travis Sylvester, Partner | Wealth Advisor
With nine years of experience in the financial industry—including two years in options and commodities and seven years focused on comprehensive financial planning—Travis helps clients build a strong financial foundation through personalized strategies in tax reduction, asset preservation, estate and retirement planning, and life-event guidance. As a Certified Financial Planner ™ professional holding Series 7 and 66 registrations, and Life & Health licenses, he is dedicated to helping individuals and families navigate both the financial and emotional challenges that life can bring.
Born and raised in Schaumburg, IL, Travis recently returned home to be closer to his family. He lives there with his wife, Paolina, their son, Frank, and their Golden Retriever, Lara. Outside of work, he enjoys golfing, traveling, exercising, and studying history.
Kelsey Cagle, Partner | Wealth Advisor
With 12 years in the financial services industry, Kelsey is a CFP® professional with Series 7, 63, and 66 registrations, specializing in retirement planning, income strategies, and tax-efficient guidance. He grew up in a small West Texas town in a blue-collar family and spent some time in the DFW restaurant industry while putting himself through school. That background shaped his work ethic and his passion for building genuine relationships. Becoming a financial advisor allowed Kelsey to blend his math skills with his desire to help people navigate the ups and downs of investing and feel confident in their futures.
Kelsey lives in downtown Chicago near the West Loop with his wife, Natalie, and their longtime cat, Stella. They were married in 2024 in Mexico and are excited to welcome their first daughter in May. Outside of work, he can often be found on the water back home in Texas, at a Bulls game, or spending time with family.