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Cameron H

Series 63, Series 65

Crystal Lake, IL

LPL Financial

Cameron Hubbard is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He previously worked at Cetera Advisor Networks LLC and has been involved with Exemplar FN for over 16 years. Outside of advising, he serves as a city council member and holds nonprofit board roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and 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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Chase G

CFP®, Series 63

Vernon Hills, IL

Cetera

Chase Gauthier is a CFP®-designated financial advisor with seven years of industry experience, currently affiliated with Cetera. He has held roles at multiple Cetera entities and previously worked at Oppenheimer Funds and Morningstar Inc. Since 2023, he has operated a financial services DBA, Gauthier Wealth Partners. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a nationwide network of independent advisors.

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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Joseph N

Series 63, Series 65

Crystal Lake, IL

LPL Financial

Joseph Nabozny is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He previously worked at Cetera Advisor Networks and Cetera Wealth Services, LLC, serving clients for a combined 20 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in a tax preparation and accounting business, Exemplar Accounting & Tax, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of financial planning and investment management services to individuals, institutions, and retirement plan participants through a large network of advisors. The firm provides access to model portfolios, third-party asset managers, and institutional platforms, supporting discretionary and non-discretionary strategies with various 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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Mario C

Series 66

Gurnee, IL

Edward Jones

Mario Caprio is a financial advisor at Edward Jones with a Series 66 designation. He has experience working at Edward Jones since 2025, following prior roles at Sliccily Pizza Pub, Millennium Trust Company/Inspira Financial, and Forest Park Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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

Series 66

Gurnee, IL

Edward Jones

Robert Treichler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked previously at TIAA CREF Individual & Institutional Services, Wells Fargo Bank, and PNC Investments. Treichler is based in Gurnee, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including household and corporate accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Retirement income strategy Wealth management General estate planning guidance Military & Veterans
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Patrick L

Series 63, Series 65

Woodstock, IL

LPL Financial

Patrick Louise is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he serves as the Athletic Director at St. Mary Catholic School in Woodstock, Illinois, where his son attends. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting customized strategies with a combination of proprietary research and third-party resources.

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

Series 63, Series 65

Crystal Lake, IL

Ameriprise

Richard Gnivecki is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliates since 1994. In addition to his advisory role, he is involved in independent insurance brokering with Blue Cross Blue Shield Illinois. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive strategies to deliver tailored, non-discretionary advice through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Andrei N

Series 63, Series 65

Libertyville, IL

J.P. Morgan Securities

Andrei Neuhaus is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012. His prior experience includes four years at PRUCO Securities and a role with JPMorgan Chase Bank, N.A. for over two decades. He was also involved with the Orland Park Vikings Youth Hockey Club from 2017 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Founder/Business Owner
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James I

ChFC®, Series 63

Crystal Lake, IL

Cetera

James Issel is a financial advisor at Cetera with over 41 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera, Mr. Issel worked at Cetera Wealth Services, LLC for 13 years. Outside of his advisory role, he serves as an election judge in DuPage County and acts as an executor and trustee in family-related legal and trust matters. Cetera Investment Advisers LLC operates a multi-manager platform serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through discretionary and non-discretionary programs, offering advisors access to affiliated and third-party investment managers.

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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Michael D

Series 66

Woodstock, IL

Edward Jones

Michael Dowd is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at several major firms, including Bank of America, Merrill Lynch, Charles Schwab, and JP Morgan Chase. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Founder/Business Owner
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Randall J

Series 66

Libertyville, IL

Edward Jones

Randall Johnson is a financial advisor with Edward Jones in Libertyville, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he worked for 18 years at Cox Automotive. 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 supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Founder/Business Owner Doctor or Medical Professional
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Matthew A

Series 66

Vernon Hills, IL

Ameriprise

Matthew Anderson is a financial advisor at Ameriprise with six years of industry experience. He previously worked at Edward Jones for six years and has a background in construction from his time at Montemayor Construction Company. Anderson holds a Series 66 designation and is based in Vernon Hills, Illinois. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary advice through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Sean G

Series 63, Series 65

Libertyville, IL

LPL Financial

Sean Gay is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 28 years of industry experience. His prior roles include positions at Ausdal Financial Partners, Inc., Blue Oak Financial Services, and Waterstone Financial Group, Inc. He has maintained a long-term involvement with Blue Oak Financial Services since 2004. 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, 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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Paul S

Series 66

Cary, IL

Edward Jones

Paul Schifferer is a financial advisor with Edward Jones in Cary, Illinois, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and has concurrently been involved with Next Door, Inc. since 2009. Outside of his advisory role, Schifferer serves as Mentorship Chairman and board member for AmSpirit Cary Grove Business Exchange, assisting visitors in joining this small business networking group. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including a range of households and organizations. The firm offers diversified investment strategies, a large network of advisors and branches, and maintains affiliated financial services such as a trust company and proprietary mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Military & Veterans Founder/Business Owner
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Erica G

CFP®, Series 63, Series 66

Hawthorn Woods, IL

Edward Jones

Erica Gunther is a CFP® with 22 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of approximately 23,701 financial advisors.

Retirement income strategy Multi-generational wealth transfer Liquidity event planning Equity Recipients (RS/RSU, SOP, ESPP) Retired Founder/Business Owner Executive
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Joseph R

CFP®, Series 66

Crystal Lake, IL

LPL Financial

Joseph Ricciardi is a CFP® with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, he worked with Securities America Advisors and Securities America Inc. He is also employed as a pilot with United Airlines, a position he has held since 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and access to 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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Casey C

Series 63, Series 65

Crystal Lake, IL

OSAIC

Casey Callahan is a financial advisor with OSAIC Wealth, Inc. based in Crystal Lake, IL, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining OSAIC in 2023, he worked at several firms including SagePoint Financial, OneAmerica Securities, and Northwestern Mutual. He is also the owner of Callahan Financial Strategies, providing financial planning, retirement planning, and investment management services. OSAIC Wealth 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 centered on model-based asset allocation and portfolio optimization.

Annuities Private / alternative investments
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Jennifer J

Series 66

Crystal Lake, IL

LPL Financial

Jennifer Johnson is a Series 66-licensed financial advisor with LPL Financial in Crystal Lake, IL, bringing 21 years of industry experience. Her prior roles include positions at Cetera Advisor Networks and Bergeland & Hubbard. She serves as a board member for Exemplar Advisor Services and Exemplar Accounting and Tax Advisors. 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 a wide range of financial planning and investment management solutions, supported by extensive technology 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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Conrad B

Series 66

Twin Lakes, WI

Equitable Advisors

Conrad Bloom is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Plexus Financial Services, Lowe's, and Freedom Boat Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory models implemented through third-party managers and focuses on matching clients to appropriate program models based on risk tolerance and personal information.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jennifer D

CFP®, Series 66

Gurnee, IL

Edward Jones

Jennifer Donohoe is a CFP® professional with 10 years of experience at Edward Jones, where she has worked since 2016. She holds a Series 66 license and is based in Gurnee, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

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