Ann Mariani Issel is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 36 years of industry experience. She has worked with LPL Financial since 2019 and previously held roles at Dorion-Gray Retirement Planning, Inc. and Securities America Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual investors, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

Thomas Trost is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with LPL Financial, where he has worked since 2019. Prior to that, he was employed at Cuna Brokerage Services, Inc. and Cuna Mutual Group from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Sarah Deskovich is a financial advisor with LPL Financial, holding a Series 66 credential and 12 years of industry experience. Her prior roles include positions at JP Morgan Securities LLC and Wells Fargo Clearing Services LLC. She is also involved with Partnerland LLC, a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

Kenneth Small is a CFP® with 42 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, and previously was with Securities America Advisors and National Planning Corporation. He is involved in non-variable life insurance and fixed annuity sales through Capitas Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by internal and third-party research, with both discretionary and non-discretionary management options.

Dray Henderson is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2002 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Jacob Cate is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Masus Financial Group, Ltd. in addition to his ongoing tenure at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Stewart Burchfield is a financial advisor with LPL Financial who holds a Series 66 designation and has 23 years of industry experience. Prior to joining LPL Financial in 2020, he worked with TIAA-CREF from 2015 to 2020. He is president of Burchfield Investments Group, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Theresa Hahn is a CFP® professional affiliated with LPL Financial, based in Downers Grove, IL, with four years of industry experience. Prior to joining LPL Financial, she worked at Barcodes, Inc. for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by model portfolios, third-party subadvisors, and research.

David Herbst is a CFP® professional with over 40 years of experience in the financial services industry. He has worked at LPL Financial since 2005 and founded Herbst Financial Services in 2011. His career also includes leadership at Herbst Financial Advisors, Inc. from 2006 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Susan Moser is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 65 and Series 66 licenses and with 21 years of industry experience. She previously worked at Herbst Financial Services and Herbst Financial Advisors, Inc. In addition to advisory work, she provides CPA and tax preparation services through her own firm, Moser Tax Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs with access to model portfolios, third-party subadvisors, and technology-driven solutions.

Raymond Kermend is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including roles at J.P. Morgan Securities and ABN AMRO Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Barry Krumwiede is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior experience includes 14 years at J.P. Morgan Securities and operating Krumwiede Farms since 2000. He serves as a board member of Buckley State Bank, a for-profit institution. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, with access to model portfolios, research, and technology-driven investment strategies.

Allison Schuller is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at JP Morgan Chase Bank, JP Morgan Securities, and Fifth Third Securities. Outside of her advisory role, she is involved with Partnerland LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Peter Wilmot is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with LPL Financial since 2015 and previously worked with Opus Wealth Partners, LLC. Wilmot is also involved in several professional business entities related to wealth management and tax services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services supported by diverse investment strategies and technology solutions.

John Kennedy is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. His prior roles include positions at J.P. Morgan Institutional Investments and Ameriprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisors. The firm provides financial planning, a variety of advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Brian Hacker is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Cetera, Fidelity Investments, and Megent Financial, as well as operating Brian Hacker LLC since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kosta Tanglis is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at JP Morgan Chase for nine years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to research and diversified investment strategies.

Paula Sheffield is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at firms including Cetera, Fifth Third Bank, and JP Morgan Securities. Outside of her advisory role, she is involved with Partnerland LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs combined with model portfolios and research from various sources.

Robert Robertson III is a financial advisor at LPL Financial with three years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2024, he worked at Equitable Advisors LLC and has a diverse background including roles outside finance such as at Elmhurst Brewing Company and Docs Victory Pub. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a nationwide network of investment adviser representatives.

Christine Walker is a financial advisor with LPL Financial, holding Series 63 and 66 licenses and bringing 17 years of industry experience. She previously worked at J.P. Morgan Securities for eight years before joining LPL Financial in 2020. Walker is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory and brokerage services, including financial planning and retirement plan consulting, supported by model portfolios and research from internal and third-party sources.

Scott Cimo is a CFP® professional with 17 years of experience in the financial industry. He currently serves as an advisor at LPL Financial since 2021 and previously worked at JP Morgan Securities LLC from 2015 to 2021. Outside of his advisory role, Cimo is involved with several business entities related to wealth management and investment activities. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Bruce Persky is a financial advisor with LPL Financial in Downers Grove, IL, holding a Series 66 designation and 25 years of industry experience. He previously worked at J.P. Morgan Securities for eight years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

John Goblet Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at J.P. Morgan Securities for nine years before joining LPL Financial in 2021. Outside of his advisory role, he is involved with several business entities, including HeadUnit LLC and Partnerland LLC, which serve tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third parties.

John Gedwill is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Fifth Third Securities and Fifth Third Bank for 13 years. He is also involved with Highpoint Planning Partners, LLC, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives, offering a range of financial planning, advisory programs, and retirement plan consulting services.

Stephen Potts Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Opus Wealth Management Group. Outside of his advisory role, he owns HighPoint Tax Services, LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Brian Bellot is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at J.P. Morgan Securities for nine years before joining LPL Financial in 2018. Bellot serves as a board member of a local nonprofit organization, Go Team 2704. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kristen Fox is a Certified Financial Planner™ with 18 years of industry experience. She has worked at LPL Financial since 2015, with prior experience at Commonwealth Financial Network and Daley Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and a range of portfolio options.

Natalie Jump is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors, Securities America, Inc., and National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Luis Chavez is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank for eight years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, utilizing model portfolios, third-party subadvisors, and advanced technology solutions.

Bryan Schneider is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked at J.P. Morgan Securities for eight years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Brian Mcpartlin is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018. His prior experience includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, including retirement plans and charitable organizations. The firm offers a range of financial planning and advisory programs, featuring both discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Reynolds is a CFP® professional affiliated with LPL Financial, with 20 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of his advisory role, he is involved with Partnerland LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Eric Lederman is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Raymond James Financial Services and Clear Track Financial Advisors for eight years and spent one year with Wayne Hummer Investments. He is also a notary public in the state of Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.