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Greg I

Series 63, Series 65

Crystal Lake, IL

LPL Financial

Greg Imhoff is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual in various capacities from 1999 to 2019. Outside of his advisory work, he is involved as a manager and partner in BMGI Planning Partners, LLC, and has other business interests related to financial planning and insurance. 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 wide range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools but with investment decisions made by advisors.

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

Series 63, Series 65

Crystal Lake, IL

Raymond James Financial

Terri Abrams is a financial advisor at Raymond James Financial with 41 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Raymond James Financial Services, Inc. since 1999. Abrams serves on the Woodstock Police Pension Board as an advisory board member. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutional clients, and charitable organizations, using tailored planning and risk profiling tools.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Elzbieta J

Series 66

Lake in the Hills, IL

Raymond James Financial

Elzbieta Jarzabek is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera, Fortis Capital Advisors, and Fifth Third Bank. Jarzabek is also involved with Olesen Financial Group, a non-investment-related support company based in Lake in the Hills, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm employs a tailored, non-discretionary approach utilizing analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Christopher B

Series 66

McHenry, IL

LPL Financial

Christopher Byers is a financial advisor with LPL Financial in McHenry, IL, holding a Series 66 credential and five years of industry experience. Prior to joining LPL Financial in 2020, he has held various roles across different sectors. Outside of his advisory work, he is associated with Shady Dragon LLC, a non-investment-related business in McHenry. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad 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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Amanda G

Series 63, Series 66

Crystal Lake, IL

Thrivent Investment Management

Amanda Green is a financial advisor at Thrivent Investment Management with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Thrivent since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and planning across multiple topics without managing client portfolios directly.

Business ownership considerations
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Christopher D

CFP®, Series 63, Series 65

McHenry, IL

Cambridge Investment Research Advisors

Christopher Dunlap is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2016. His prior experience includes roles at LPL Financial and Uvest Financial Services Group. He is also the owner of Dunlap Financial Services, where he works as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through numerous financial professionals and offers a range of platform services and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Emily W

Series 66, Series 63

Bartlett, IL

Fidelity

Emily Werner is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she worked at Acceptance Now (Rent a Center LLC) and held various roles in education and retail. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and systematic portfolio construction with a focus on mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, its role as an advisor to multiple registered investment companies, and its management of model portfolios for Fidelity Institutional Wealth Adviser.

Charitable giving & philanthropy Active portfolio management
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Michael E

Series 63, Series 65

Elgin, IL

Ameriprise

Michael Ellsworth is a financial advisor with Ameriprise in Elgin, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has real estate ownership interests unrelated to investment activities. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations that integrate tax-efficient strategies and Social Security options. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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David M

Series 66

Huntley, IL

Edward Jones

David Marshall is a Series 66-licensed financial advisor with Edward Jones in Huntley, IL, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked for the City of Elgin for thirteen years. He serves as a director for AmSpirit Business Connections, coordinating networking groups in the McHenry County area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Doctor or Medical Professional
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Wendy C

Series 66

Elgin, IL

Edward Jones

Wendy Corcoran is a financial advisor at Edward Jones in Elgin, Illinois, holding a Series 66 designation with one year of industry experience. Her prior work includes eight years at Edward Jones and one year at Wintrust. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert M

Series 66

South Elgin, IL

Edward Jones

Robert Murdock is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2019 and is also the owner and partner of Outlets419 INC, an online eBay sales business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Pamela M

Series 65, Series 63

Crystal Lake, IL

Cetera

Pamela Miller is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She is also the owner of Shabsin-Miller, Inc., an accounting and tax preparation business where she serves as an enrolled agent handling tax planning and payroll. Pamela has held various roles at Cetera since 2016 and has experience at related firms associated with Joel Shabsin and Associates. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a nationwide network of independent advisors. The firm serves individual, retirement, corporate, charitable, and institutional clients with a range of portfolio management and financial planning options, utilizing a multi-manager platform and various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Mark D

CFP®, Series 63, Series 65

Hoffman Estates, IL

LPL Financial

Mark Davids is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2019. He previously worked at Securities America Advisors and Securities America, Inc., and has operated Estate & Charitable Design Concepts Inc. since 2004. Davids serves as a volunteer mentor and non-profit board member for the Man Kind Project. 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 a large 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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Edward A

Series 66

Algonquin, IL

Edward Jones

Edward Alvigi is a financial advisor with Edward Jones, holding a Series 66 credential and seven years of industry experience. Before joining Edward Jones in 2019, he worked for MQ Construction for 15 years. Outside of his advisory role, he plays guitar in a local band that performs occasionally. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions, supported by a large network of financial advisors and branch offices across the country.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Danny H

Series 63, Series 66

Crystal Lake, IL

Edward Jones

Danny Hampton is a financial advisor with Edward Jones in Crystal Lake, IL, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Hampton owns a family farm in Enfield, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Family Business Retirement income strategy Planning for children with special needs Founder/Business Owner Intergenerational Families
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Robert W

Series 63, Series 65

Dundee, IL

OSAIC

Robert Welsch Jr. is a financial advisor with OSAIC based in Dundee, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at FSC Securities and The Retirement Group, LLC. He also consults for the Robert Welsch Family Estate Support, assisting with estate-related matters. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Annuities Private / alternative investments
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Eric P

CFP®, Series 66

Crystal Lake, IL

Cetera

Eric Perkins is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with Cetera since 2023 and previously with Cetera Wealth Services, LLC since 2013. He also serves as president of the Elementary School District 159 Board in Mattson, IL. Perkins holds a Series 66 license and is based in Crystal Lake, IL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with diverse program options and overseeing over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ryan M

Series 66

Elgin, IL

Edward Jones

Ryan Minehart is a financial advisor with Edward Jones in Elgin, IL, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Prior to his advisory role, he was affiliated with Illinois State University from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Military & Veterans
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Kelly T

Series 63, Series 65

Village of Lakewood, IL

Ameriprise

Kelly Tischart is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Ameriprise in 2026, she worked for The Huntington Investment Company for nine years and LPL Financial for four years. She has also been involved with The Well Of Living Waters Church for 14 years. Outside of her advisory role, she has an ownership interest in a retail business specializing in collectible merchandise. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jeff M

Series 63, Series 66

Carpentersville, IL

J.P. Morgan Securities

Jeff Mende is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2011. Prior to his current role, he has also worked with Jpmorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with client decision-making authority retained.

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