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Jason D

CFP®, Series 66

Oak Brook, IL

LPL Financial

Jason Dobrzynski is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance agencies, along with involvement in other business entities unrelated to investment advisory. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, utilizing both proprietary and third-party 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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Marilyn S

CFP®, Series 63, Series 65

Oak Brook, IL

LPL Financial

Marilyn Seagraves is a CFP®-certified financial advisor with 46 years of industry experience, currently affiliated with LPL Financial since 2021. Her career includes long-term roles at Waddell & Reed, INC. and the operation of Seagraves Financial Group, LLC. She has also been involved in farming for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning and third-party asset management.

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

CFP®, Series 66

Oak Brook, IL

LPL Financial

Alex Marusarz is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently associated with LPL Financial, where he has worked since 2019, following prior roles at Waddell & Reed Inc and CMS Office Management, LLC. Marusarz also holds an association with a non-variable insurance firm. 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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John S

CFP®, Series 63, Series 65

Oak Brook, IL

LPL Financial

John Seagraves is a CFP® professional with 22 years of industry experience, currently serving as an advisor at LPL Financial since 2021. His prior roles include work with Waddell & Reed Inc., various insurance carriers, and operating Seagraves Financial Group, LLC. Outside of his advisory duties, he has been involved with youth baseball associations and park district activities in Glen Ellyn, IL. 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its extensive 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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Kiara A

Series 66

Oak Brook, IL

LPL Financial

Kiara Aldana is a financial advisor with LPL Financial in Oak Brook, IL, holding a Series 66 designation and two years of industry experience. She has also been involved with Seagraves Financial Group. Prior to her advisory career, she held various positions in retail and community organizations. 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, and institutional platforms, supported by technology tools and a broad 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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Maralynn K

CFP®, Series 66

Oak Brook, IL

LPL Financial

Maralynn Kearney is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Her previous roles include work with Waddell & Reed Inc and various insurance carriers, as well as managing CMS Office Management, LLC. She has been involved with the Kiwanis Club of Darien. 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 institutions. The firm offers a variety of solutions including financial planning, model portfolios, and access to third-party asset management, supported by technology-driven 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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James S

Series 63, Series 65

Oak Brook, IL

LPL Financial

James Seagraves is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has previously worked at Waddell & Reed Inc and operated Seagraves Financial Group, LLC. He serves as a board member for the nonprofit organization One For the Kids. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. 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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Patricia M

CFP®, Series 63, Series 65

Oak Brook, IL

LPL Financial

Patricia Marusarz is a CFP® with 40 years of industry experience, currently advising at LPL Financial since 2021. Her background includes extensive work at Waddell & Reed, Inc. and various insurance carriers, as well as managing her own business ventures. She is also involved in fiduciary roles as a trustee for family trusts and provides tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plans. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research 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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Matthew C

Series 65

Oak Brook, IL

LPL Financial

Matthew Coffman is a financial advisor with LPL Financial, holding a Series 65 designation. He has professional experience beginning in 2026, with prior roles at Corsalus Financial, Zacks Investment Management, and Gresham Partners. Coffman also has experience in education and community settings, including positions at Loyola University Chicago and local schools. 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, utilizing various investment strategies and platforms, supported by extensive resources and technology.

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