Ari Nadler, CPA, CFP®

Ari joined Nadler Financial Group in 2023. He graduated from the Stephen M. Ross School of Business at the University of Michigan with a Master of Accounting and obtained a Bachelor of Arts in Economics from the University of Michigan in 2021. Ari is a licensed Certified Public Accountant (CPA) in the State of Illinois and began his career at PricewaterhouseCoopers in Chicago providing Audit & Assurance services to Investment Companies and Private Investment Funds in PwC’s Asset & Wealth Management practice. In his free time, Ari likes to travel, spend time with family and friends, and watch college football.

Hevan Patel

Hevan joined Nadler Financial Group, Inc. as an Associate Wealth Manager in April 2025. Prior to joining Nadler, Hevan was a Valuation Specialist at Harvest Investments where he supported investment analysis and client service initiatives. Hevan graduated from DePaul University in 2023 with a bachelor’s degree in finance and supply chain management. Hevan is passionate about helping others make informed financial decision and is committed to building strong, long-term relationships. Outside of work, Hevan enjoys working out and is an avid sports fan who follows basketball and football closely.

David Rosenberg

David joined Nadler Financial in 2008. David works in a significant capacity with investment research, investment implementation, client relationship management, and financial planning. David helps lead the firm’s Investment Committee, which oversees the firm’s overall investment philosophy and financial planning framework. David is also on the firm’s Compliance Committee. David graduated from Northwestern University with a bachelor’s degree in Economics. While at Northwestern, David was the founder and President of the Delta Sigma Pi business fraternity. In his spare time, David is President of the Chicago-based political action committee, CityPAC, and a member of the Young Leadership Council of AIPAC.

Cindy Schulze, CPA

Cindy joined Nadler Financial Group in 2021 after 20 years in public accounting. Her most recent position was as a Senior Manager specializing in accounting and tax services for high-net worth individuals, private businesses, and their owners.  Cindy is passionate about helping people reach their financial goals and providing excellent client service.  She graduated from Northern Illinois University with a bachelor’s degree in accountancy and is a licensed Certified Public Accountant (CPA).   Outside of work, Cindy enjoys spending time with her family and traveling.

Philip Sloan, CPA, CFP®

Phil joined Nadler Financial Group in 2017. Prior to that, Phil spent over a decade at Ernst & Young, most recently as a Senior Manager in Tax Services, specializing in corporate tax planning and financial statement preparation, audit, and reporting for large, multinational companies. He is a licensed Certified Public Accountant (CPA) in the State of Illinois and CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner authorized by the CFP Board of Standards. He has earned the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from the American College of Financial Services and possesses the Personal Financial Specialist (PFS^TM) credential issued by the American Institute of Certified Public Accountants. These certifications are awarded to those individuals who have met rigorous education, experience, ethical, and examination requirements and who can offer expert advice on a broad range of financial topics including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments, and retirement and employee benefits planning. Phil graduated from the University of Illinois at Urbana-Champaign with a master’s degree in accountancy with specialization in taxation along with bachelor’s degrees in both accountancy and finance. He received his professional education in financial planning from the University of Georgia Terry College of Business in Athens, Georgia. Outside of work, Phil spends as much time as possible with his three children. He is an avid sports fan (Blackhawks, White Sox, Bears, Georgia Bulldogs) and enjoys traveling with his family.

Kimberly Stacy, CPA

Kimberly joined Nadler Financial Group in June 2024. Prior to Nadler she was a Client Service Associate at Gresham Partners in Chicago providing wealth management services to ultra-high net worth clients and their families. She is a licensed Certified Public Accountant (CPA) and began her career at PricewaterhouseCoopers providing tax compliance and consulting services to private equity and hedge fund managers. Kimberly received her bachelor’s degree from Indiana University in Accounting, Finance, Entrepreneurship & Corporate Innovation. She is a piano and tuba player, amateur baker, Disney enthusiast, passionate organizer, and loves traveling and trying new restaurants with her family and friends.

Samuel Velblum

Samuel Velblum is an Associate Wealth Manager at Nadler Financial Group, joining the firm at the end of 2024. His passion for investments and wealth management began early—at just 15, he placed second in the national Investopedia trading competition, earning recognition as a top young trader. That same year, he won his high school’s stock trading tournament, which led to a scholarship to DePaul University, where he earned a Bachelor’s degree in Finance in 2023.

Also fluent in Russian, Sam enjoys analyzing markets, developing investment strategies, and continuously deepening his financial expertise. Outside of work, he’s an avid basketball player and movie enthusiast.

Zachary Zewiske, CFP®

Zach joined Nadler Financial in October of 2025. Prior to Nadler, he worked at Charles Schwab as a Client Service Associate and later on as an Associate Advisor serving high net worth clients. As a graduate from University of Wisconsin La-Crosse with a bachelors in Spanish and a CERTIFIED FINANCIAL PLANNER™ (CFP®), Zach is motivated by educating clients about financial planning and assisting them with navigating their wealth management needs. His passions outside of work include football, basketball, and spending time with family and the outdoors.