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Kyle M

Series 63, Series 65

Lisle, IL

LPL Financial

Kyle Mcbroom is a financial advisor with LPL Financial in Lisle, Illinois, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior roles include positions at MSI Financial Services, Opus Wealth Management Group, Level Four Advisory Services, and Good Life Advisors, where he currently provides investment advisory services through an independent firm. Outside of his advisory work, he is associated with Bigdog Dadddy LLC, a business entity maintained for tax and investment purposes. 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 services including financial planning, model portfolio programs, and institutional platforms, combining a broad advisory platform with extensive non-advisory financial activities.

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

ChFC®, Series 66

Lisle, IL

LPL Financial

Kyle Harper is a financial advisor with LPL Financial in Lisle, IL, holding the ChFC® and Series 66 credentials and bringing 15 years of industry experience. His prior roles include positions at Good Life Advisors, LLC, Level Four Advisory Services, LLC, Opus Wealth Management Group, and MSI Financial Services, Inc. Outside of his advisory work, he is involved in entrepreneurship through HWMG Enterprises LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

CFP®, Series 63

Lisle, IL

LPL Financial

Jeffery Harper is a CFP® professional with 37 years of industry experience. He is currently affiliated with LPL Financial and has held roles at Good Life Advisors, LLC, Level Four Advisory Services, LLC, Opus Wealth Management Group, and MSI Financial Services, Inc. Outside of his advisory work, he is involved in agricultural activities, including overseeing the raising and selling of cattle. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a large network of advisors with diverse investment strategies.

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

CFP®, ChFC®, Series 63, Series 65

Lisle, IL

LPL Financial

Charles Baier is a financial advisor with LPL Financial in Lisle, Illinois, holding the CFP® and ChFC® designations and over 20 years of industry experience. His prior work includes roles at Good Life Advisors, LLC and MSI Financial Services, Inc. He is also commissioned as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions through a large network of investment adviser representatives.

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

CFP®, Series 66, Series 63

Lisle, IL

LPL Financial

Jeffrey Delcorse is a CFP® professional with 16 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Envestnet Asset Management, Inc. and Portfolio Brokerage Services, Inc. Delcorse is also involved in financial planning through a separate business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 63, Series 65

Lisle, IL

LPL Financial

Justin Lamonica is a financial advisor with LPL Financial in Lisle, Illinois, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Princor Financial Services Corporation, Principal Life Insurance Company, Guardian Life, and MSI Financial Services, Inc. He also operates LaMonica Financial Group, LLC, which provides life, disability, health, and long-term care insurance services. 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 financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive technology tools and a broad non-advisory financial services platform.

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

Series 63, Series 65

Lisle, IL

LPL Financial

Alan Delcorse is a financial advisor with LPL Financial in Lisle, IL, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has worked at LPL Financial since 2013 and has prior experience with Highpoint Advisor Group, Uhlmann Investment Management, and Calamos Advisors. Delcorse also engages in insurance sales, contracting as a broker for term, whole life, universal life, and long-term care insurance through outside agencies on a limited basis. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, and supports its advisors with technology 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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