Broker Check

Credentials, Designations, and Awards

At Puzzle Wealth, our team is built on experience, integrity, and a deep commitment to helping our clients pursue their financial goals. Our advisors hold some of the most respected designations in the industry and have received multiple accolades for their exceptional service. Here’s a closer look at the credentials and awards that set our team apart.

2025 Forbes Best-in-State Wealth Management Teams - Illinois


Puzzle Wealth proudly holds the #56 spot in the 2025 Forbes Best-in-State Wealth Management Teams for Illinois, distinguishing us as the highest ranked team at LPL within the state. This recognition, awarded on our first application, honors our expansive growth, significant assets under management, and clean regulatory record. It serves as a driving force for our team to further improve our ranking and continue providing exceptional service.

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David Millington, CFP®, CEPA®, SE-AWMA®


Credentials:

CFP® (CERTIFIED FINANCIAL PLANNERTM)
David is a Certified Financial Planner, an elite designation requiring rigorous education, examination, and a fiduciary commitment to act in the best interest of his clients. His expertise spans investment, tax, estate planning, and retirement strategies.

CEPA® (Certified Exit Planning Advisor)
With the CEPA designation, David specializes in helping business owners plan their exit strategies, ensuring a seamless transition that maximizes value and aligns personal, business, and financial goals.

SE-AWMA® (Sports & Entertainment Accredited Wealth Management Advisor)
David has extensive experience guiding high-net-worth clients in the sports and entertainment industries, assisting them with wealth management strategies tailored to their unique financial challenges.

CIMA® (Certified Investment Management Analyst)
David holds the CIMA® designation, focusing on advanced investment management. His expertise includes asset allocation, risk management, and portfolio construction, making him an invaluable resource for high-net-worth clients.

Awards:

      David has earned this prestigious recognition, reflecting his exceptional client focus, expertise, and leadership in wealth management. 

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated from their firms. Portfolio audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Nominees are required to have a minimum of seven years experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism. The list is broken into several sublists: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo, and Fast-Growing. Please note that participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.

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  • LPL Masters Club Member* (2025, 2024)
    Recognition from LPL Financial for his top-tier performance and dedication to clients.
  • LPL Chairman’s Club Member* (2023)
    David’s commitment to excellence earned him a place in one of LPL’s highest performance clubs.

*based on annual production

Steven Connolly, CFP®

Steven Connolly, CFP®

Credentials:

  • CFP® (Certified Financial Planner)
    Steven is a valued CFP® professional, providing clients with holistic financial advice, including tax planning, investment strategies, and estate planning. His focus on comprehensive wealth management seeks to ensure clients’ financial goals are achieved.

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  • LPL Masters Club Member* (2024)
    Steven’s exceptional client service and business performance earned him this prestigious recognition.
  • LPL Directors Club Member* (2023)
    A reflection of his dedication to helping clients reach their financial objectives.

 

*based on annual production

Robert Davit, CIMA®

Robert Davit, CIMA®

Credentials:

  • CIMA® (Certified Investment Management Analyst)
    Robert holds the CIMA® designation, focusing on advanced investment management. His expertise includes asset allocation, risk management, and portfolio construction, making him an invaluable resource for high-net-worth clients.
Alexander Klaas

Alexander Klaas

Awards:

  • AdvisorHub 50 Next Gen Advisors to Watch (2024)
    Alexander’s inclusion in this exclusive list highlights his rapid rise and success in wealth management early in his career.
    • Nominees are required to have a minimum of seven years experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism. The list is broken into several sublists: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo, and Fast-Growing. Please note that participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.
Christopher Sagan, CFP®, AWMA®

Christopher Sagan, CFP®, AWMA®

Credentials:

  • CFP® (Certified Financial Planner)
    Christopher’s CFP® certification represents his dedication to providing comprehensive financial planning, from tax strategies to retirement solutions.
  • AWMA® (Accredited Wealth Management Advisor)
    Christopher specializes in serving high-net-worth clients, with a focus on asset management, equity compensation, retirement, and estate planning.
John Klaas

John Klaas

Awards:

  • Forbes Best-in-State Wealth Advisor (2021 – Illinois)

John’s recognition as one of the top advisors in Illinois demonstrates his unwavering commitment to client success and his expertise in wealth management.

  • The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated from their firms. Portfolio audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee inexchange for rankings.

AdvisorHub nominees are required to have a minimum of seven years experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism. The list is broken into several sublists: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo, and Fast-Growing. Please note that participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.