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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

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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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Nathan H

Series 65

Davis Junction, IL

Haas Trade Advisors LLC

Nathan Haas is a financial advisor at Haas Trade Advisors LLC holding a Series 65 designation. Based in Davis Junction, IL, he provides financial planning and consulting with a focus on long-term, strategic investment guidance. Haas Trade Advisors delivers written financial plans covering asset allocation, retirement, tax, estate, cash flow, and education planning primarily through virtual meetings. The firm emphasizes holistic, goal-based planning without managing client assets or accepting trading discretion.

College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Cash flow / budgeting General tax planning
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Scott N

Series 65

Sycamore, IL

Newport Investment Advisors, Inc.

Scott Newport is the sole advisor at Newport Investment Advisors, Inc. in Sycamore, Illinois, holding a Series 65 credential with 28 years of industry experience. He has led Newport Investment Advisors since 1996 and has provided farming business analysis services as CEO of Illinois Farm Business Farm Management since 1989. Newport Investment Advisors offers wealth and portfolio management services to individuals, corporations, non-profits, foundations, trusts, and qualified plans, managing approximately $25.2 million. The firm integrates tax and accounting services with investment advice, employing multiple analytical methods and primarily managing assets on a non-discretionary basis.

Active portfolio management General tax planning
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Josiah D

CFA®, Series 65

Malta, IL

Kisher Capital, LLC

Josiah De Ford is a CFA® charterholder and financial advisor at Kisher Capital, LLC with three years of industry experience. He has previously worked at Harvest Investment Services, LLC and Christian Retirement Ministries. Outside of his advisory role, Josiah has taught private music lessons since 2015. Kisher Capital provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses proprietary investment models that combine passive and active strategies with factor-based equity tilts and biblically responsible investing screens, operating through a wrap-fee program with a focus on fee-only fiduciary standards.

Factor investing / smart beta Private / alternative investments Cash flow / budgeting Founder/Business Owner Religious/faith focused
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Eric S

CFP®

Malta, 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.

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

Series 63, Series 65, Series 66

Peyton, CO

Kisher Capital, LLC

James Hanley is a financial advisor at Kisher Capital, LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Envoy Advisory Inc., Edward Jones, and USAA in various advisory and financial planning roles. Kisher Capital provides discretionary investment management and financial planning services to individuals, self-directed pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs proprietary investment models incorporating faith-based and outcome-oriented strategies and operates as a wrap-fee program sponsor.

Factor investing / smart beta Private / alternative investments Cash flow / budgeting Founder/Business Owner Religious/faith focused
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Brittany S

CFP®, ChFC®, Series 66

Sycamore, IL

Edward Jones

Brittany Starkey is a CFP®, ChFC®, and Series 66 licensed financial advisor with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Constellation Brands Inc. from 2014 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Wealth management Military & Veterans
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Joshua K

Series 63, Series 66

Genoa, IL

Edward Jones

Joshua Kubiak is a financial advisor with Edward Jones in Genoa, Illinois, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2009. Kubiak serves as president of the City of Genoa Police Pension Board, where he participates in decisions regarding pension fund allocations and obligations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ashley J

Series 63, Series 65

Rochelle, IL

LPL Financial

Ashley Jackson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. She has worked at Central Bank of Illinois since 2011 and concurrently serves as a Client Relationship Officer there. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a variety of financial planning and asset management solutions supported by an in-house research team.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Brendon G

Series 63, Series 65

Sycamore, IL

Ameriprise

Brendon Gallagher is a financial advisor with Ameriprise in Kirkland, Illinois, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His work history includes over two decades at Gallagher & Associates and a combined 21 years with Ameriprise and Ameriprise Financial Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of its institutional category.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Emily W

Series 66

Sycamore, IL

Edward Jones

Emily Willems is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 credential and has worked at Edward Jones since 2019, following prior roles at BB&T Securities and other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering advisory programs with discretionary and non-discretionary strategies, access to SMAs, affiliated mutual funds, and a proprietary money market fund, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Susana B

Series 66

Rochelle, IL

LPL Financial

Susana Belmonte is a financial advisor at LPL Financial in Rochelle, IL, holding a Series 66 designation with one year of industry experience. She has been affiliated with Central Bank Illinois and LPL Financial since 2015. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Patricia W

Series 63, Series 66

Sycamore, IL

Raymond James & Associates

Patricia Wilson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing nine years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, institutional consulting, and public finance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Shawn B

Series 66

Dekalb, IL

Thrivent Investment Management

Shawn Blobaum is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory work, he serves as a Deacon at Grace Free Lutheran Church, is a board member of the DeKalb County Community Foundation, and is Vice President of the local Lions Club, involved in various community-focused activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across multiple financial topics but does not provide portfolio management for institutional clients, focusing instead on advisory planning and managed-account services.

Business ownership considerations
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Barry H

Series 63, Series 66

Sycamore, IL

LPL Financial

Barry Hamilton is a financial advisor with LPL Financial based in Sycamore, IL, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank and JPMorgan Securities LLC. Hamilton also serves as a financial consultant at Heartland Bank and Trust Company. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Stacie B

Series 66

Sycamore, IL

Edward Jones

Stacie Barnett is a Series 66 credentialed financial advisor with Edward Jones, based in Sycamore, IL, and has three years of industry experience. She has worked with Edward Jones since 2016, with a brief period at LPL Financial LLC from 2024 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Corey H

Series 63, Series 66

Sycamore, IL

LPL Financial

Corey Hausen is a financial advisor with LPL Financial in Sycamore, IL, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at Heartland Bank and Trust Company, The Prudential Insurance Company of America, BMO Harris Bank, and PNC Investments. He is also a commissioned notary in Kingston, IL. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions through its extensive network of investment adviser representatives, supported by an in-house research team that develops model portfolios and a range of strategic and tactical investment options.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Leonard E

Series 66

Sycamore, IL

Fidelity

Leonard Eisele is a Series 66 licensed financial advisor with Fidelity in Sycamore, IL, with one year of industry experience. Prior to joining Fidelity, he worked with Thrivent Financial and Thrivent Investment Management Inc, and he has also served as an independent contractor reporting on local high school and college sporting events for Shaw Media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Mc Kenna M

Series 66

Sycamore, IL

Edward Jones

Mc Kenna Marcinkowski is a financial advisor with Edward Jones in Sycamore, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Marcinkowski worked in various roles including positions in local government and hospitality. Outside of advising, Marcinkowski owns a custom T-shirt business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

College savings (529s, UTMA, etc.) Divorce financial planning Retired Founder/Business Owner Executive
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Travis T

Series 66

Sycamore, IL

Raymond James & Associates

Travis Thompson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. He previously worked at FNBO for ten years before joining Raymond James. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program, as well as institutional consulting and public finance capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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