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Erin Arnold

Advisor at Fidelity — Sycamore, IL

Updated today

Credentials

Series 66

Experience

6 years

Location

Sycamore, IL

Fidelity logo

Fidelity

Institution

Total advisors

17,005

Across 1,872 offices

Clients per advisor

141 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Erin Arnold is a financial advisor at Fidelity with six years of industry experience and holds the Series 66 designation. She previously worked at Raymond James Financial Services and First National Bank. Outside of her financial career, Arnold writes poetry for publication and is a partner in an independent online literary publishing venture based in Sycamore, Illinois. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and systematic portfolio construction using mutual funds, ETFs, and ETPs, and serves as an advisor to registered investment companies and fund-of-funds.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

Sycamore, IL

Sycamore IL

Advisors at this office

3

Most active in

Illinois

Work history

6 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity Investments

2022 - Present • 4 years

Covington, KY

Raymond James Financial Services, Inc.

2020 - 2022 • 2 years

DeKalb, IL

Raymond James Financial Services, Inc.

2017 - 2020 • 3 years

DeKalb, IL

First National bank

2014 - 2022 • 8 years

Dekalb, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Barry F

CFP®, Series 63

Sycamore, IL

Family First Wealth Management

Barry Federici is a CFP® professional with six years of experience in financial advising. He is the owner of Family First Wealth Management in Sycamore, IL, and has prior work experience including 30 years in the United States Marine Corps and legal studies at NIU Law School. In addition to his advisory role, he owns Saluting Success, LLC, a property management trust. Family First Wealth Management provides investment management and financial planning primarily for individual clients, employer-sponsored retirement plans, and charitable organizations. The firm’s investment approach centers on diversification and asset allocation based on Modern Portfolio Theory, offering both strategic and tactical allocation with the option to incorporate third-party managers. It also provides employee benefit plan consulting and pension-plan advisory services, supported by the principal’s interdisciplinary background as a licensed attorney, CPA, and CFP.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Phillip B

Series 65

Campton Hills, IL

Independent Investment Advisor, LLC

Phillip Baumann is a financial advisor at Independent Investment Advisor, LLC with a Series 65 designation and two years of industry experience. He has worked at BL Management One, LLC since 2017 and previously spent ten years with Windy City Harley Davidson. Outside of his advisory role, Baumann also provides accounting services. Independent Investment Advisor, LLC is a state-registered investment adviser serving individuals, high-net-worth clients, and business entities. The firm employs a multifaceted investment approach that includes charting, fundamental, quantitative, and technical analysis, offering discretionary portfolio management tailored to clients’ documented risk tolerance and asset allocation.

Options & derivatives strategies Concentrated stock management Active portfolio management Private / alternative investments Executive Founder/Business Owner
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David T

Series 63, Series 65

Elburn, IL

Toellen Capital Management, LLC

David Toellen is a financial advisor at Toellen Capital Management, LLC with 10 years of industry experience. He previously worked for First Trust Portfolios L.P. for ten years before founding his independent firm. Toellen Capital Management, LLC provides investment advisory services and managed accounts to individuals and high-net-worth clients. The firm offers tailored portfolio management and written investment strategies across multiple asset classes, employing asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchase strategies aligned with client risk tolerance and time horizons.

Annuities
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Scott N

Series 65

Sycamore, IL

Newport Investment Advisors, Inc.

Scott Newport is the principal of Newport Investment Advisors, Inc. in Sycamore, Illinois, with 28 years of industry experience. He has served as CEO of Illinois Farm Business Farm Management since 1989, providing farming business analysis services. Newport has been with his current firm since 1996. Newport Investment Advisors, Inc. offers wealth and portfolio management services to individuals, corporations, non-profits, foundations, trusts, and qualified plans. The firm integrates financial planning into portfolio management and employs a range of investment strategies, including fundamental, economic, technical, and cyclical analysis, with both discretionary and non-discretionary account management.

Active portfolio management Tax-loss harvesting General tax planning
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Josiah D

CFA®, Series 65

Dekalb, IL

Kisher Capital, LLC

Josiah De Ford is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Kisher Capital, LLC. Prior to joining Kisher Capital in 2025, he worked at Harvest Investment Services, LLC and Christian Retirement Ministries. Outside of finance, he has taught private music lessons since 2015. Kisher Capital serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses, providing discretionary investment management and comprehensive financial planning. The firm uses proprietary portfolio models combining modern portfolio theory, faith-based screening, and AI-driven tools within a wrap fee program tailored to a small client base.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy Founder/Business Owner Religious/faith focused

Eric S

CFP®

Dekalb, IL

Kisher Capital, LLC

My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor. My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind. At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care. In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am. What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me. Kisher Capital's office is located a 303 E Hillcrest Dr, Ste 6, DeKalb IL 60115, and we'd love to sit down with you, learn more about your story, and help you in any way that we can.

ESG / Sustainable investing General retirement planning Founder/Business Owner Gen X (Born 1965-1980)
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