Steven Bergmann is a financial advisor with LPL Financial in St. Charles, Illinois, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with LPL Financial since 2003. Bergmann is also a notary and sells non-variable insurance products, including auto, homeowners, and liability insurance, to his clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Chad Frantesl is a financial advisor with LPL Financial, holding the Series 66 designation and based in St. Charles, Illinois. He has been with LPL Financial since 2024 and has 16 years of experience as the owner of Penguin Cleaning Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and brokerage services with access to model portfolios, third-party research, and a range of investment strategies.

Michael Frantesl is a financial advisor with LPL Financial in St. Charles, Illinois, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2003. Outside of his advisory role, he is involved in a family-run non-variable insurance business. LPL Financial serves a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing discretionary and non-discretionary management supported by research from internal and third-party sources.