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Mollie Meaghan Jeschke

Advisor at LPL Financial — Northfield, IL Waukegan Road

Updated today

Credentials

Series 66

Experience

5 years

Location

Northfield, IL 60093

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Mollie Jeschke is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She previously worked at Wintrust Investments, LLC for 11 years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and institutional platforms, utilizing both proprietary research and third-party asset managers.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Northfield, IL Waukegan Road

245 Waukegan Road

Northfield IL 60093

Advisors at this office

3

Most active in

Illinois · Texas

Work history

5 years of industry experience

LPL Financial

2025 - Present • 1 year

Lake Forest, IL

Wintrust Investments, LLC

2023 - 2025 • 2 years

Lake Forest, IL

Wintrust Investments, LLC

2014 - 2025 • 11 years

Lake Forest, IL

Disclosures

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

Business activities & affiliations

Melissa O

Series 66

Northbrook, IL

Strategic Advisors of Illinois

Melissa Osuch is a financial advisor with Strategic Advisors of Illinois, holding a Series 66 designation and 20 years of industry experience. She has been with Strategic Advisors of Illinois since 2006 and has also worked at LPL Financial LLC since 2011. In addition to her advisory role, she is involved in accounting and tax preparation services through AMM Accounting Services. Strategic Advisors of Illinois provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on pre-retirement and post-retirement planning. The firm offers discretionary asset management, tiered ongoing financial planning, and educational seminars, constructing customized portfolios primarily through a wrap-fee program that integrates advisory services and trade execution.

Retirement income strategy Roth conversion strategy Charitable giving & philanthropy Liquidity event planning General estate planning guidance Executive

Emil A

Series 66, Series 7

Northfield, IL

Momentum Wealth Management

Emil Aldaddah is a Co-Founder, Chief Investment Officer, and Managing Partner at Momentum Wealth Management, with nearly two decades of experience delivering institutional-caliber investment management solutions. He specializes in developing tailored strategies for ultra-high-net-worth individuals, family offices, trustees, entrepreneurs, and private foundations. At Charles Schwab and Morgan Stanley Wealth Management, Emil managed portfolios totaling over $1.7 billion in assets under management, including $380 million in advisory services, serving individuals with net worths exceeding $1 billion, family offices, and public figures. His approach integrates asset management, financial planning, estate strategies, and alternative investments, helping clients preserve and grow wealth across generations. Prior to founding Momentum Wealth Management, Emil held roles at Avatar Securities, where he managed over $175 million in long/short equity exposure and developed algorithmic trading strategies applying statistical arbitrage and market-neutral equity approaches, and at Blackmore Partners, where he advised on M&A transactions and capital raises up to $500 million for C-suite leadership and private equity firms. Emil holds a BS in Finance from DePaul University and completed advanced studies at the University of Nicosia. He maintains Series 7, 66, and 56 registrations. Fluent in Arabic, he has served on the Young Visions Board of the Israel Cancer Research Fund and is a member of the Chicago Leadership Alliance.

Private / alternative investments Wealth management Business succession planning Tax-loss harvesting RSUs / ISOs / NSOs Executive Founder/Business Owner Retired Doctor or Medical Professional Technology Professional Intergenerational Families HENRY (High Earners, Not Rich Yet) Established Professionals Retired Gen X (Born 1965-1980)

John N

CFP®, CPWA®, CPA

Mount Prospect, IL

Alo Financial Planning

John Nowak CFP® practitioner specializes in retirement planning for seasoned professionals; providing guidance to turn decades of saving into a Tax-Wise, Income-Smart, Experience-Rich retirement. He is a fiduciary who focuses on all aspects of your retirement journey: - turning savings into a retirement paycheck - reducing expected taxes over time - claiming Social Security and Medicare - aligning your portfolio with your lifestyle and bucket lists - enjoying your life while reducing regrets - leaving a legacy, not a burden and confusion for your family John works primarily with couples and single-women across the country who are looking for personalized planning and holistic advice for their retirement. Your ideas, vision, and concerns are our primary focus. John founded Alo Financial Planning in 2018 after becoming a planner in 2007, and following a career in accounting. He is a proud alum of the University of Illinois, graduating with honors in 1999 and a degree in Accountancy.

Retirement income strategy Retirement withdrawal strategies Roth conversion strategy General tax planning Wealth management Retired Executive Sales Professional Financial Professional Technology Professional Approaching retirement Retired Established Professionals

Nicky A

CFP®, Series 66, CPWA®, CFT-I™

Wood Dale, IL

Parallel Advisors, LLC

Nicky Amore is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2025. Growing up, Nicky’s grandparents were an influential part of her life and she recalls, “My Papa always said that I should be a mechanic because I wanted to take things apart and discover how they work. He inspired me so much with his military service that I carry his dog tag with me to remind me that my first job is to serve others before I serve myself.” As a child with special needs in a family of six children, Nicky remembers, “Being in a wheelchair and having to learn resiliency and patience to overcome this struggle taught me to find a way to make it work.” She knew her special needs were temporary and she knew she would walk again one day. After struggling and relearning how to walk, she was determined to help others and to become a Chartered Special Needs Consultant®. After she healed from her injuries, she earned her second-degree black belt in karate, taught self defense to adults with special needs, participated in a triathlon for St. Jude Children’s Hospital, the Chicago Marathon for Special Olympics, and an Ironman triathlon for the Wounded Warrior Project. Through her work for life, she finds that people remove their fear by connecting with and leaning on others. Prior to joining Parallel, Nicky worked at E*TRADE Capital Management, E*Trade Securities, and Morgan Stanley. Being a CERTIFIED FINANCIAL PLANNER® and managing competing priorities requires integrating moving pieces including attention to detail and knowing not only how to take the pieces apart, but to put them back together in a way that fits and makes sense. Working collaboratively with her clients, she makes what seems complex, simple to understand, she creates a work-optional lifestyle, and together with clients, they plan and organize so that the focus is not on just one challenge, but the entire family. Nicky's career in financial services includes advising veterans, business owners, and families with special needs or trauma and much like she did in her youth, “As a Certified Financial Therapist™, I know my clients are the experts in their own lives so I take apart the fragments of my expertise and put the pieces back together in a cohesive way that can best serve them.” Since earning her MBA, she is determined to share her passion and enthusiasm for finance with the next generation of the profession. She also serves as an adjunct professor of finance at multiple institutions, including Harper College, UCLA Extension, New York University, and John Carroll University. She teaches Introduction to Accounting, Decision-Making for Entrepreneurs, and CFP® courses in estate planning, insurance and risk management, tax planning and psychology of financial planning. Nicky’s time outside of work is spent with her alumni societies and volunteering with Savvy Ladies, an organization determined to reduce disparities in financial education, 3rd Decade, Hire Heroes, and Alpha Phi Omega. She and her wife, Lauren, enjoy training for triathlons with their rescue dogs. Parallel Advisors serves individuals, businesses, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis, and integrates held-away account management and adviser-only investment vehicles.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting Planning for children with special needs Tax strategies for small businesses Scientific Professional Doctor or Medical Professional Educators, Teachers, and Academics Independent Contractor LGBTQIA Financial coaching / therapy FIRE (Financial Independence Retire Early) Intergenerational Families Women Professionals
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Eric K

CFP®, AIF®, CIMA®, Series 66

Prospect Heights, IL

Savvy

Eric Kirste, CFP®, CIMA®, AIF® is the Co-Founder, Principal Wealth Manager at Savvy Advisors, Inc. He has been featured in Barron's, The Wall Street Journal, InvestmentNews, Business Insider, GoBankingRates, and U.S. News & World Report. With a deep-rooted passion for service and enriching the lives of others, Eric found his calling as a wealth management professional early on. Eric brings over 24 years of deep experience working closely with individuals and families in transition, helping them navigate difficult changes. Compassion is important to Eric, and he helps clients who are going through a divorce or grieving the loss of a spouse or family member get through the transition to financial independence and overcome new challenges with confidence. He also helps business owners and individuals looking to retire early or nearing retirement ensure they are best prepared for their ideal retirement lifestyle. At Savvy, he strives to help his clients align their money with their values, provide integrated solutions to serve all of their needs and empower them to make a lifetime of smart financial decisions. Importantly, Eric is committed to keeping his clients’ best interests top of mind while offering ongoing guidance, encouragement and accountability. With a passion for helping others, Eric has volunteered for the Foundation for Financial Planning, AARP and is the Treasurer on the Board of Wings For Widows. Eric is a native of the northwest suburbs of Chicago. He is committed to giving back to his community and serves as the Treasurer for the Prospect Heights Park District Board of Commissioners and the Old Orchard Country Club. He enjoys spending time with his wife, Alisa, their two sons, Logan and Matthew, and their rescue dog, Bear.

Retirement income strategy Social Security optimization Charitable giving & philanthropy Roth conversion strategy Early retirement planning Retired Executive Self-Employed Approaching retirement Retired

Tom S

Series 63, Series 66, Series 7, CFP®, CLU®, RICP®

Schaumburg, IL

Eagle Strategies (NY Life)

Tom Sunny is a financial advisor with Eagle Strategies (NY Life) based in Schaumburg, IL, holding Series 63 and Series 66 credentials and nine years of industry experience. He operates Sunny Financial Strategies, LLC, offering New York Life products and brokering non-registered insurance products. He serves as a board member and marketing director for the Illinois chapter of the National Association of Insurance and Financial Advisors (NAIFA). Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Multi-generational wealth transfer Life insurance needs analysis Retired Founder/Business Owner Executive Technology Professional Doctor or Medical Professional Retired Approaching retirement Established Professionals Mid-Career Professionals Young Professionals
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