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Jeffrey M
Series 66
Northfield, IL
LPL Financial
Jeffrey Malas is a financial advisor with LPL Financial in Northfield, IL, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for three years before joining LPL Financial in 2011. Outside his advisory role, he sells Legal Shield services, which provide prepaid legal protection including legal advice and document review. 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 portfolios, third-party asset management, and institutional platforms, employing both discretionary and non-discretionary strategies supported by advanced operational tools.
John G
Series 66
Northfield, IL
LPL Financial
John Gilmore is a Series 66-licensed financial advisor with LPL Financial, based in Northfield, IL, and has five years of industry experience. Prior to joining LPL Financial in 2020, he worked at Spectrum Retirement Communities and The Well. 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 institutional platforms, with investment strategies that include model portfolios, third-party subadvisors, and customized approaches.
Daniel W
Series 63, Series 66
Northfield, IL
LPL Financial
Daniel Waddick is a financial advisor with LPL Financial in Northfield, IL, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior work includes roles at Wunderlich Securities, Inc., Stifel, and A. G. Edwards & Sons, 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Eric L
Series 63, Series 65
Northfield, IL
LPL Financial
Eric Lyons is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2012. His prior experience includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also operates under the DBA Peloton Wealth Management. 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 model portfolio programs, supported by extensive operational tools and a broad platform of affiliated financial services.
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