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Cailin S

Series 66

Mokena, IL

Ameriprise

Cailin Spiros is a financial advisor with Ameriprise in Saint John, Indiana, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-smart withdrawal strategies. The firm 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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Benjamin O

Series 66

Shorewood, IL

Cetera

Benjamin O'dell is a Series 66-registered financial advisor with Cetera, bringing three years of industry experience. He has worked with multiple Cetera entities since 2019 and is also involved with Delco Financial Group and related firms since 2012. Outside of advising, he engages in tax preparation and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money 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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Alina W

Series 66

Mokena, IL

LPL Financial

Alina Wold is a financial advisor with LPL Financial in Mokena, Illinois, holding a Series 66 designation and having four years of industry experience. Prior to joining LPL Financial in 2022, she worked at First Midwest Bank from 2016 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple portfolio strategies.

College savings (529s, UTMA, etc.)
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Claudia M

ChFC®, Series 66

Frankfort, IL

Ameriprise

Claudia Marban is a ChFC® and Series 66 credentialed financial advisor with 25 years of industry experience. She has been with Ameriprise since 2000, currently serving at their Mokena, IL office. Outside of her advisory role, she manages a business, Marban & Associates, Inc. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to generate personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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James W

Series 63, Series 65

Manteno, IL

Edward Jones

James Woods is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Fidelity Brokerage Services. There are no notable outside business activities reported. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and strategies supported by a large nationwide network of advisors and branch offices.

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

Series 66

Plainfield, IL

Edward Jones

Amanda Trizzino is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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

Series 63, Series 66

Plainfield, IL

Edward Jones

John Schimanski is a financial advisor at Edward Jones in Plainfield, IL, holding Series 63 and Series 66 registrations with 17 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets, supported by 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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Susan L

Series 63, Series 66

Manteno, IL

Raymond James Financial

Susan Lockwood is a financial advisor at Raymond James Financial with 39 years of industry experience. Her career includes roles at Midland States Bank, HomeStar Bank, and Raymond James Financial Services Advisors. She holds Series 63 and Series 66 designations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor recommendations and supports both advisory programs and institutional portfolio management.

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

Series 66

Mokena, IL

Wells Fargo Advisors

Kyle Van Hecke is a financial advisor with Wells Fargo Advisors based in Mokena, Illinois. He holds the Series 66 designation and has seven years of industry experience, including six years with Wells Fargo Clearing and four years at Wells Fargo Advisors. Outside of his advisory role, he has ownership interests in investment-related firms KVH Partners, LLC and Vansolten LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Karyn M

Series 63, Series 66

Manhattan, IL

UBS Financial Services

Karyn Mitrano is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and 24 years of industry experience. Her prior roles include nine years at Morgan Stanley and five years at Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and Global Research teams to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Matthew D

Series 63, Series 65

New Lenox, IL

Edward Jones

Matthew Delestowicz is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Empathy Claims, Megent Financial, Cetera Advisors, and the Orland Fire Protection District. He is also involved with Delestowicz Financial LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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

Series 63, Series 65

Orland Park, IL

STIFEL

Rosario Petrizzo is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 44 years of industry experience. He worked at RBC Capital Markets from 2008 to 2017 before joining Stifel Nicolaus & Co Inc, where he has been since 2017. Petrizzo serves as Vice President of the Disabled Patriot Fund, a nonprofit organization assisting local U.S. veterans and their families. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm employs proprietary investment methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Kevin W

Series 63, Series 65

Orland Park, IL

LPL Financial

Kevin Wall is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Fsc Securities Corp from 2015 to 2019. Wall also has experience in independent fixed insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services, supported by in-house and third-party research and technology solutions.

College savings (529s, UTMA, etc.)
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Brian F

Series 63, Series 65

Frankfort, IL

Edward Jones

Brian Fahrner is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Midwest Bank and LPL Financial. He is based in Frankfort, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities.

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

Series 63, Series 65

Mokena, IL

LPL Financial

Larry Loving is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including prior roles at Protective Life and Waddell & Reed, Inc. In addition to his advisory work, he has maintained activities as an insurance agent focused on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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James A

Series 66

New Lenox, IL

Thrivent Investment Management

James Allen Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of advising, he earns residuals as an agent with Assured Partners for servicing property and casualty insurance contracts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses covering a wide range of topics such as retirement, tax, and estate planning. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate advisory services.

Business ownership considerations
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Zackery K

CFP®, Series 66

New Lenox, IL

Edward Jones

Zackery Kuster is a CFP® professional with eight years of industry experience, currently advising clients at Edward Jones in New Lenox, IL. He has been with Edward Jones since 2016 and previously worked with the University of Illinois Horticulture Department from 2015 to 2017. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Founder/Business Owner Executive
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Gene B

Series 63, Series 65

Mokena, IL

Wells Fargo Advisors

Gene Becker is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and related entities since 2009. Becker has ownership stakes in several investment-related businesses, including MANBECK PARTNERS, INNOVATIVE RETIREMENT ASSOCIATES LLC, and GB PARTNERS LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a range of planning services using proprietary research and tools, with an emphasis on tailored recommendations delivered through discrete planning engagements.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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William F

CFP®, Series 66

Mokena, IL

LPL Financial

William Flowers is a financial advisor with LPL Financial, holding the CFP® designation and Series 66 license, and has 17 years of industry experience. He worked at Edward Jones for 14 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Kenneth C

Series 66

Tinley Park, IL

Edward Jones

Kenneth Castillo is a Series 66-licensed financial advisor with Edward Jones in Tinley Park, IL, where he has worked since 2012. He has 13 years of industry experience. 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 options supported by a nationwide network of more than 23,700 financial advisors.

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