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Ralyn B

Series 66

Downers Grove, IL

LPL Financial

Ralyn Bocker is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial in 2023, Bocker worked at Bank of America and Merrill from 2020 to 2023, Edward Jones from 2019 to 2020, and operated Bockyn, LLC from 2006 to 2019. 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, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Todd Y

Series 66

Downers Grove, IL

LPL Financial

Todd Youngberg is a financial advisor with LPL Financial in Downers Grove, Illinois, holding a Series 66 designation and 20 years of industry experience. He previously worked at BMO Harris Financial Advisors for 15 years and Waddell & Reed for one year. 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 portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James T

Series 63, Series 66

Downers Grove, IL

LPL Financial

James Trent is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 66 licenses with 18 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors and Charles Schwab. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools and a broad platform that includes insurance, credit, and banking partnerships.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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