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Linda B
Series 63, Series 65
Chicago, IL
LPL Financial
Linda Becker is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She worked at Wayne Hummer Investments L.L.C. for 49 years before joining LPL Financial in 2025. Becker serves as a trustee for multiple family trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a variety of financial planning and investment management solutions.
Geoffrey S
Series 63, Series 65
Chicago, IL
LPL Financial
Geoffrey Steger is a financial advisor at LPL Financial with 38 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massmutual Life Insurance Co, Metlife Securities Inc., and New England Securities. 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 offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across various platforms.
Maureen V
Series 66
Chicago, IL
LPL Financial
Maureen Valentine is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 designation and 20 years of industry experience. She previously worked at Wayne Hummer Investments for 28 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.
Andrew T
Series 66
Chicago, IL
LPL Financial
Andrew Timson is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Wayne Hummer Investments LLC from 2012 to 2025. 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 offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.
Britney S
Series 66
Chicago, IL
LPL Financial
Britney Sires is a financial advisor at LPL Financial in Chicago, IL, holding a Series 66 designation and beginning her advisory career in 2026. Her prior experience includes roles at Ameriprise and Wintrust Bank, as well as academic pursuits at The University of Iowa, where she engaged in both undergraduate and MBA programs. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Stewart D
Series 66
Chicago, IL
LPL Financial
Stewart Dove is a financial advisor at LPL Financial in Chicago, IL, holding a Series 66 designation. He has been with LPL Financial since 2025 and has prior experience at Wintrust Bank and Wintrust Wealth Management. He attended the University of Georgia from 2021 to 2025. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
James S
Series 63, Series 65
Chicago, IL
LPL Financial
James Sommerfield Jr. is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with LPL Financial since 2025 and concurrently serves at Wintrust Bank, where he has worked since 2001. He also holds a role as Senior Compliance Officer and NDIP Oversight Officer at Wintrust Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of investment adviser representatives and advanced operational tools.
James C
Series 63, Series 66
Chicago, IL
LPL Financial
James Corbett is a financial advisor at LPL Financial in Chicago, IL, holding Series 63 and Series 66 licenses with 30 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wayne Hummer Investments in various capacities from 2002 onward. Outside of his advisory role, he is the owner of Boutique Hearing, a business unrelated to investing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment advisor representatives.
Jonathan D
CFP®, ChFC®, Series 66
Chicago, IL
LPL Financial
Jonathan Dawson is a CFP® and ChFC® with 24 years of industry experience. He currently works at LPL Financial and previously spent 16 years at Wayne Hummer Investments, along with roles at Banc Of America Investment Services and LaSalle Financial Services. He serves on the board of the nonprofit Pathlights. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.
Stephenson J
ChFC®, Series 63, Series 65
Chicago, IL
LPL Financial
Stephenson Juley is a financial advisor with LPL Financial in Chicago, IL, holding a ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Co., Metlife Securities Inc., and New England Securities. Outside of his advisory role, he is involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning, managed portfolio programs, and institutional platforms, utilizing both proprietary and third-party models, with support from technology tools for operational and research purposes.
Timothy T
CFP®, Series 66
Chicago, IL
LPL Financial
Timothy Treacy is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Wayne Hummer Investments for 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.
John N
Series 66
Chicago, IL
LPL Financial
John Notaro is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Wintrust Wealth Management for 11 years before joining LPL Financial in 2025. Outside his advisory role, he is involved with Wintrust Investments, a DBA for LPL business operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a large network of over 22,800 advisors managing more than $819 billion in discretionary assets.
Robert W
Series 63, Series 65
Chicago, IL
LPL Financial
Robert Weil is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual Investors Services, Merrill, and Mesirow Financial. Weil is also involved with The AdvisoryOne Group, LLC, an investment-related business associated with his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies supported by advanced research and technology tools.
Gregory B
Series 66
Chicago, IL
LPL Financial
Gregory Brock is a Series 66-licensed financial advisor with three years of industry experience. He currently works at LPL Financial and previously held roles at Wintrust Wealth Management, Hills Bank, and Cambridge Investment Research. He has also been involved with organizations such as Kiwanis Wallace Park. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging both discretionary and non-discretionary strategies supported by advanced operational tools.
Jacob S
CFP®, Series 66
Chicago, IL
LPL Financial
Jacob Stobart is a CFP® with five years of industry experience, currently advising at LPL Financial since 2025. He previously worked at Merrill from 2020 to 2025 and has held roles in marketing and university positions prior to his financial services career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by technology tools for operational and research purposes.
Sylwia S
Series 66
Chicago, IL
LPL Financial
Sylwia Szerszen is a financial advisor with LPL Financial based in Chicago, IL, holding a Series 66 designation and 11 years of industry experience. She previously worked at Wayne Hummer Investments L.L.C. for 11 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, leveraging various model portfolios and third-party asset managers.
Dominick A
CFP®, Series 66
Chicago, IL
LPL Financial
Dominick Allen is a CFP® professional with five years of industry experience, currently affiliated with LPL Financial. He previously worked at Wintrust Investments and Wintrust Bank. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party strategies.
Todd M
Series 63, Series 65, Series 66
Chicago, IL
LPL Financial
Todd Marmor is a financial advisor with LPL Financial in Chicago, IL, holding Series 63, 65, and 66 designations and 22 years of industry experience. He previously worked at Wintrust Investments LLC, BMO Harris Financial Advisors Inc, J.P. Morgan Securities, Chase Investment Services Corp., and Banc One Securities Corporation. Marmor serves as a board member of the Northbrook Girls Softball Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers various financial planning and asset management solutions, including model portfolios and institutional platforms, distinguished by its scale and diverse non-advisory financial activities.
Bonnie F
Series 63, Series 66
Chicago, IL
LPL Financial
Bonnie Flood is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wayne Hummer Investments and Village Bank & Trust. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Brian V
CFP®, Series 63, Series 65
Chicago, IL
LPL Financial
Brian Venn is a CFP® professional affiliated with LPL Financial, based in Chicago, IL, with 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, U.S. Bancorp Investments, J.P. Morgan Securities, and Wells Fargo. He also serves as Vice President of Retirement & Investments and Program Manager of the Wealth Management Program at California Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, supported by a large network of advisors and advanced operational tools.
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