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Todd C

Series 66

Naperville, IL

LPL Financial

Todd Cherrington is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at BMO Harris Financial Advisors and BMO Harris Bank. 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.

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

Series 63, Series 65

Naperville, IL

LPL Financial

Robert Li is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Wells Fargo Clearing and Prudential Equity Group. Li is also involved with RL Wealth Management Group, Ltd. 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, 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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Kevin M

CFP®, Series 66

Naperville, IL

LPL Financial

Kevin Merling is a CFP® with 19 years of industry experience, currently advising through LPL Financial in Naperville, IL. He has previously worked at Fidelity and Highpoint Advisor Group and has been with LPL Financial since 2016. Outside of his advisory role, he owns Axis Tax Advisors LLC, a tax preparation and accounting business. 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, including financial planning, model portfolios, 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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Drew P

Series 66

Naperville, IL

LPL Financial

Drew Patterson is a financial advisor with LPL Financial in Naperville, IL, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Ameriprise from 2007 to 2010. Outside of his advisory role, he serves as a notary, dedicating a portion of his time to that activity. 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 financial planning and investment management services, including advisory and brokerage solutions supported by model portfolios, third-party managers, and technology tools.

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

Series 63, Series 66

Naperville, IL

LPL Financial

Arthur Littlefield III is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Lincoln Financial Advisors Corporation for 26 years. He is also involved with Academy Financial in a non-variable insurance and investment-related capacity. 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 large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, 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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Scott M

Series 63, Series 65

Naperville, IL

LPL Financial

Scott Modell is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Advisor Networks and TIC Financial. Modell is also involved as a non-variable insurance agent with several related business activities. 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, 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 A

Series 63, Series 65, Series 66

Naperville, IL

LPL Financial

James Allen is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2010 and previously held roles at Edward Jones and Morgan Stanley DW Inc. 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 various financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customizable strategies, supported by advanced operational tools but not relying on them for client investment decisions.

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