Tom Castronovo, AIF®
Criterion Wealth Advisors
201 Houston St Suite 102
Batavia, IL 60510
“Tailored portfolios and personalized high touch financial planning for successful people.”
Tom Castronovo, AIF ®
Thomas Castronovo, an Accredited Investment Fiduciary, is a founder, principal, and Financial Advisor at Criterion Wealth Advisors, LLC.
Tom puts his 35 years of financial services expertise to work for his clients where integrity, trust, transparency, and accessibility remain the hallmarks of his practice. Tom provides a high-touch advisory experience with an emphasis on tailored financial planning and portfolio construction for his clients who are primarily successful families and business owners.
Tom earned his BA from Knox College in economics and his MBA in finance/marketing from Indiana University’s Kelley School of Business. He spent 25 years in the private banking industry including being CEO of two banking organizations. Prior to founding Criterion, Tom was the Chief Marketing Officer and Managing Director of PrivateBancorp, Inc, a $10 billion publicly-traded bank holding company headquartered in Chicago with 20 locations in 7 states.
Tom has been very active in the community including being former president of the St. Charles Kiwanis Club, and the Downtown St. Charles Partnership, and has held numerous Board positions including with the Fox Valley General Contractors Association, St. Charles Country Club, the Illinois Chamber Symphony, and the St. Charles Chamber of Commerce to name a few.
Tom enjoys traveling, golf, tennis, boating, and spending time with his family. Tom is a certified USPTA tennis instructor and currently serves as Head Boys & Girls Varsity Tennis Coach at a local high school.
Tom Castronovo is solely an investment advisor representative of Total Clarity Wealth Management, Inc. , and not affiliated with LPL Financial.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 Five Star Wealth Managers. While 5,549 Chicago-area wealth managers were considered for this award, only 7% of the award candidates were named 2023 Five Star Wealth Managers.
Michael Walschot, MBA, CPFA®
608 South Washington Suite 304
Naperville, IL 60540
Michael is a Financial Planner/Adviser. He focuses on working with individuals and small business owners in identifying their aspirations and goals, and then implementing strategies to work toward their dreams. Mike believes that a well-rounded, thought out plan that is implemented properly, is the best way to help pursue needed and desired long-term results.
After serving six years in the U.S. Army, Mike earned a B.S. in Finance from Northern Illinois University, and an M.B.A. from North Central College. He has worked in Finance and Accounting for over 20 years; most recently as a CFO and Corporate Controller. Since 2004, he is an Adjunct Instructor teaching Accounting and Business at Elgin Community College. Mike is married to his wonderful wife Cindy for almost 30 years and they have 5 beautiful children; 3 sons and twin daughters. Mike believes in volunteering and helps out with schools, coaching, and teaching.
Michael Walschot is a registered representative of LPL Financial and offers securities solely through LPL Financial, member FINRA/SIPC, doing business as American Capital Management. Michael provides investment advisory services through Total Clarity Wealth Management, an SEC registered investment advisor (or State RIA as the case may be), doing business as American Capital Management. Neither Total Clarity Wealth Management nor American Capital Management are affiliates of LPL Financial, and all are separate entities. CRPC conferred by College for Financial Planning.
Maria R. Wilson
608 South Washington Suite 304
Naperville, IL 60540
Maria Wilson has been in the financial services industry since 1984, servicing individuals and small business owners. She has been a Certified Financial Planner® since 1995 and an Accredited Investment Fiduciary ® since 2016. She is an Investment Advisory Representative with Total Clarity Wealth Management.
Ms. Wilson provides Financial Planning, full-service brokerage, Life and Health insurance (including Long Term Care) and Managed Accounts. She has a background in teaching and uses that experience to help her clients develop goals and investment skills to enhance their lives and those people and issues they care about. Maria works with a full range of clients who may be saving for retirement and/or college, just beginning a career, just ending their working career, establishing estate plans or experiencing other life changing events such as marriage, divorce, the birth or adoption of a child or grandchild, establishing, expanding or selling a business.
She has given numerous seminars in and around the Naperville area on investments, long term care insurance and retirement issues, such as the Naperville Area Chamber of Commerce and North Central College. Ms. Wilson recently celebrated her thirtieth membership anniversary with the Naperville Area Chamber of Commerce and is past chair and founding member of the Small Business Council of the Chamber. Maria is also on the board of Naperville based HEAR US, a national advocacy group for the rights of homeless children and youth, and a long time volunteer at Hesed House. She is also a past president and current board member of the Naperville Noon Lions Club, as well as a very active member of St. Timothy Lutheran Church.
Maria has a B.A. degree from Lamar University in Beaumont, Texas, and has lived in Naperville with her husband, Bill, since 1978. She enjoys singing, traveling and spending time with her grandsons.
Maria Wilson is a registered representative of LPL Financial and offers securities through LPL Financial, member FINRA/SIPC, doing business as American Capital Management. Maria provides investment advisory services through Total Clarity Wealth Management, an SEC registered investment advisor (or State RIA as the case may be), doing business as American Capital Management. Neither Total Clarity Wealth Management nor American Capital Management are affiliates of LPL Financial.
Dave Hogaboom
As a Financial Advisor, I have the pleasure of working with young families, those who are mid-career with growing kids, and individuals and couples who want to maximize their enjoyment of post-retirement life. While their concerns may seem unique and different, what they have in common is the desire to plan their financial future. Whether it is saving for college, planning retirement, or looking to pass on wealth to another generation, it is my job to listen carefully to their questions, understand their goals, and provide wealth management strategies.
Daily, I rely on the financial strength of LPL Financial, the #1 Independent Broker Dealer in the U.S*., offering comprehensive tools, market insights, and personalized solutions that allow me to better assist my clients in navigating the complex and ever-changing process of pursuing financial independence.
When I meet with a client, I listen attentively to their concerns, goals, and ideas. I can then draw on my nearly 3 decades of experience to develop a suitable response that is tailored to their needs. As a Financial Advisor, there is no such thing as one-size-fits-all.
Much of my experience, and my broad range of contacts across the country, were developed during the early phases of my career as I served as a Sales Manager and Vice-President for some well-respected names in the financial industry – Kemper, Van Kampen, and Ameriprise. Those years gave me valuable insight into the role of a Broker Dealer and what tools, resources, and strategies help them best serve their clients.
*As reported by Financial Planning magazine, 1996-2023, based on total revenue.
While my professional experience covered the U.S. from coast to coast, I have put down deep roots in my hometown of Arlington Heights. Along with my wife, Colleen, and our four grown children, I have learned the value of being deeply involved in my community. I have had the pleasure to serve on several Boards, including a term as Chairman of the Saint Viator High School Board of Trustees, as well as giving time in a variety of roles at St. James Parish. I am active in the Arlington Heights Chamber of Commerce, the Arlington Business Group, and have been a proud sponsor of local institutions like the Village of Arlington Heights Special Events Commission and the Metropolis Performing Arts Centre.
I would welcome the opportunity to meet with you to discuss your financial goals. If you are a business owner or manager, I am also available to discuss employee savings and retirement programs. Let’s get together and see how I can help meet your financial goals.
