Ravinia 2024 Issue 3

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Ad. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. HLM Capital Management Group is a separate entity from WFAFN. PM-11022025-6597400.1.1 Ben Leshem, Charlie Margolis, Steve Hefter and Micah Nathan – Partners 1849 Green Bay Road, Suite 200 Highland Park, IL 60035 | 847.563.3400 | www.HLMCapital.com HLM Capital Management Group Forbes #1 Best-In-State Wealth Management Teams – Illinois State, 2024 Love What's Local Just an hour north of Chicago, a charming harborside district awaits. Explore the top 10 reasons to visit Downtown Kenosha, Wisconsin. .com