Brandon M Schabell

Current Employers

Employment History

• 02/2023 → Present
  Latitude Ai
  Pittsburg, PA
• 06/2022 → 02/2023
  Argo Ai
  Pittsburg, PA
• 04/2021 → 06/2022
  Valor Equity Partners
  Chicago, IL
• 01/2020 → 04/2021
  Gohealth
  Chicago, IL
• 10/2018 → 01/2020
  Wi-Tronix
  Bolingbrook, IL
• 06/2016 → 09/2018
  Community Brands
  Westmont, IL
• 08/2025 → Present
  Schabell Financial, Llc
  Naperville, IL
• 03/2024 → Present
  Blue Oak Homes, Llc
  Naperville, IL
• 09/2025 → Present
  Schabell Consulting Group, Llc
  Naperville, IL
• 10/2025 → Present
  Schabell Tax Services, Llc
  Naperville, IL
• 03/2026 → Present
  What To Carry, Llc
  Naperville, IL

Other Businesses

Business Name: Blue Oak Homes, LLC (Single-Member LLC) Investment-Related: No Address: 3628 Kerriell Ct, Naperville, IL 60564 Nature of Business: Ownership and management of a single-family rental property Position: Sole Member/Manager Start Date: 3/20/2024 Approximate Number of Hours/Month: 1 Approximate Number of Hours During Securities Trading Hours: 0 Duties: Handle lease administration, rent collection, bookkeeping, and routine maintenance decisions; no securities-related activity. Business Name: Schabell Consulting Group, LLC (Single-Member LLC) Investment-Related: No Address: 3628 Kerriell Ct, Naperville, IL 60564 Nature of Business: Software, data science, and business consulting services Position: Sole Member/Manager Start Date: 9/27/2025 Approximate Number of Hours/Month: 2 Approximate Number of Hours During Securities Trading Hours: 0 Duties: Provides consulting services for companies; no securities-related activity. Business Name: Schabell Tax Services, LLC (Single-Member LLC) Investment-Related: No Address: 3628 Kerriell Ct, Naperville, IL 60564 Nature of Business: Tax preparation and bookkeeping services Position: Sole Member/Manager Start Date: 10/2/2025 Approximate Number of Hours/Month: 4 Approximate Number of Hours During Securities Trading Hours: 0 Duties: Seasonal tax preparation for individuals and small businesses and ongoing bookkeeping services for small businesses; no securities-related activity. Business Name: What to Carry, LLC (Single-Member LLC) Investment-Related: No Address: 3628 Kerriell Ct, Naperville, IL 60564 Nature of Business: Podcast production company Position: Sole Member/Manager Start Date: 3/9/2026 Approximate Number of Hours/Month: 2 Approximate Number of Hours During Securities Trading Hours: 0 Duties: Administrative duties, coordinating contractors, and audio editing; no securities-related activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-19