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Thomas B

Series 66

Oak Brook, IL

LPL Financial

Thomas Bechtel is a financial advisor with LPL Financial in Oak Brook, IL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Charles Schwab, where he worked from 2018 to 2022. 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 financial planning and investment solutions delivered through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

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

Series 66

Oak Brook, IL

LPL Financial

Brendan Mc Donnell is a financial advisor with LPL Financial in Oak Brook, IL, holding a Series 66 designation and six years of industry experience. He previously worked for BlackRock Investments from 2019 to 2024 and has been with LPL Financial since 2024. 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 and access to various investment programs, supported by a large network of advisors and extensive operational resources.

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

CFP®, Series 66

Oak Brook, IL

LPL Financial

Brennan Harrington is a CFP® and Series 66 professional at LPL Financial with four years of industry experience. His work history includes positions at Prairie Sky Financial Group and Visual Six, as well as roles within educational institutions such as Elkhart Community Schools and Indiana University. 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 supports a range of investment strategies and offers technology tools for operational and research support while managing over $819 billion in discretionary assets through a large network of advisors.

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

Series 66

Oak Brook, IL

LPL Financial

Robert Buoy is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Horizon Wealth Management for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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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Nicholas M

Series 63, Series 66

Oak Brook, IL

LPL Financial

Nicholas Maley is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley and Huntington National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. 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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Kevin K

CFA®, Series 63

Oak Brook, IL

LPL Financial

Kevin Kehres is a CFA® charterholder with six years of industry experience, currently affiliated with LPL Financial in Oak Brook, IL. His prior roles include positions at BNP Paribas Asset Management and Goodworth Wealth Management, among others. Kehres’s outside activities include involvement with Goodworth Wealth Management LLC through an affiliated business entity. 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 third-party asset management, supported by extensive operational and research tools.

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

Series 66

Oak Brook, IL

LPL Financial

Kyle Sahli is a financial advisor with LPL Financial in Oak Brook, IL, holding a Series 66 credential and three years of industry experience. His background includes positions at Equitable Advisors, Northwestern Mutual, and Amazon Inc., as well as entrepreneurial experience with DeVries Landscape. 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 and model portfolio programs, supported by a large network of investment adviser representatives and advanced 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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Mark L

CFP®, Series 63, Series 66

Oak Brook, IL

LPL Financial

Mark Lucaccioni is a CFP® professional affiliated with LPL Financial in Oak Brook, IL, bringing 30 years of industry experience. His career includes roles at CUNA Brokerage Services, Inc., and he has operated Prairie Rock Financial Group and Prairie Sky Financial Group alongside his work with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and investment management services to individuals, retirement plan participants, banks, and institutions. The firm supports its network of over 22,800 advisors with technology and a broad platform that includes advisory and brokerage services.

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

Series 63, Series 65

Oak Brook, IL

LPL Financial

Paul Goodworth is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1996. Outside of his advisory role, he is involved with Retirement Solutions Advisers, LLC, providing third-party administration consulting services, and serves on the board of The Maine Community College System. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by extensive platforms and tools.

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

Series 63, Series 65

Oak Brook, IL

LPL Financial

Richard Dowdle is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He worked at Ohio National Equities, Inc. for 20 years before joining LPL Financial in 2019. Outside of his advisory role, he serves as a substitute teacher for the Archdiocese of Chicago. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad spectrum of non-advisory financial services.

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

Series 63, Series 66

Oak Brook, IL

LPL Financial

Jordan Raynor is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2017 to 2025, Charles Schwab & Co., Inc. from 2016 to 2017, and American Valuation Group from 2013 to 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on diverse investment strategies and extensive advisor support tools.

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

Series 66

Oak Brook, IL

LPL Financial

Mark Ackerman is a financial advisor with LPL Financial, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Merrill, Banc of America Investment Services, and AllianceBernstein. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with offerings such as 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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Matthew A

CFP®, Series 66

Oak Brook, IL

LPL Financial

Matthew Arhontas is a CFP® certificant with 10 years of experience in the financial industry. He has worked at LPL Financial since 2012, including a six-year tenure at Horizon Wealth Management, LLC. He is based in Oak Brook, IL. 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, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

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