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Kenneth S

ChFC®, Series 63

Frankfort, IL

OSAIC

Kenneth Schuyler is a financial advisor at Osaic with 18 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic in 2024, he held roles at Securities America Advisors, Choice Advisors, and B. Riley Wealth Advisors, among others. Schuyler also engages in community education, having spoken on financial responsibility topics at local colleges and maintains a financial education website, FinancialFitness101.org. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside a wide range of investment programs.

Annuities Private / alternative investments
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Brian C

Series 63, Series 65

Frankfort, IL

OSAIC

Brian Carlisle is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Woodbury Financial Services for 14 years before joining Osaic in 2024. In addition to his advisory role, Carlisle operates a sole proprietorship focusing on marketing fixed insurance and fixed annuity products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, with a range of programs that include comprehensive financial planning and third-party money manager options.

Annuities Private / alternative investments
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Newlin W

Series 63, Series 65

Chicago, IL

J.P. Morgan Securities

Newlin Wollaston is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. outside the advisory role. Wollaston is also involved with Mt. Carmel Children of God Baptist Church. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process includes asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Founder/Business Owner
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Aleatha W

Series 65, Series 63

Orland Park, IL

Cetera

Aleatha Wilson is a financial advisor at Cetera with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Northwestern Mutual and operates several consulting and advisory businesses. Wilson is the founder and director of Club Blue Wealth, a nonprofit focused on coordinating industry experts and educational content. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various investment program options and manages over $256 billion in assets through a nationwide network of more than 10,000 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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Steven S

Series 63, Series 66

Orland Park, IL

Ameriprise

Steven Sterchele is a financial advisor with Ameriprise in Orland Park, IL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2009, including its predecessor entities, and continues to serve clients through the firm. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise with a broad range of 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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Jill M

Series 65, Series 66, Series 63

Orland Park, IL

Morgan Stanley

Jill Maybaum Hart is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63, 65, and 66 credentials and 25 years of industry experience. Her prior roles include positions at PFS Investments Inc., Dowling Legacy, E*TRADE Securities LLC, Primerica Financial Services, Invesco Advisers, Inc., and Van Kampen Advisors Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Dirk B

Series 63, Series 66

Griffith, IN

LPL Financial

Dirk Brown is a financial advisor with LPL Financial in Griffith, Indiana, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Cetera Advisors LLC, FIFTH THIRD SECURITIES, Inc., and Hobson Financial Group. He is also involved with Lakeshore Indemnity Group, an insurance agency, and participates in mortgage and real estate services through Listing Leaders NW. 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 broad range of advisory and brokerage services, including financial planning and model portfolio programs, with an emphasis on using research, technology, and multiple asset management options.

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

PFS™, Series 63, Series 65

Tinley Park, IL

Cetera

Van Robin Jonker is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, with 32 years of industry experience. He has worked with Cetera since 1993 and serves as president of Capital Wealth Management Inc. Outside of advisory work, he is managing partner of Jonker & Associates, a CPA firm, and president of the Lighthouse Pointe Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 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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Christopher J

Series 63, Series 66

Orland Park, IL

Merrill

Christopher Janyk is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing tailored wealth management strategies that aim to grow, preserve, and transfer wealth based on each client's unique needs. Christopher works closely with individuals and businesses to develop investment products and strategies designed to meet their financial goals while minimizing risk and maximizing tax efficiency. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, and retirement planning, among others. Christopher begins his client relationships with in-depth conversations to thoroughly understand their background and financial situation, utilizing the resources at Merrill Lynch to design and monitor individualized financial plans. When necessary, he collaborates with firm specialists to address all aspects relevant to clients' families and businesses. Christopher holds a Personal Investment Advisor (PIA) designation. He earned his high school diploma from Mount Carmel High School and attended DePaul University without completing a degree. Outside of his professional role, he enjoys baseball, football, golfing, spending time with his family, and traveling.

Wealth management Retirement income strategy Inheritance planning Business Financial Management Divorce financial planning
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Marc L

Series 66

Mokena, IL

Edward Jones

Marc La Cien is a financial advisor with Edward Jones in Mokena, IL, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

Series 63, Series 66

Orland Park, IL

Wells Fargo Clearing

Cynthia Wilson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 37 years of industry experience. She previously worked at Valic Financial Advisors and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as the financial secretary for CHUMS Incorporated, managing records related to the organization's budget, membership dues, and scholarships. Wells Fargo Advisors is a national securities firm that offers investment advisory, financial planning, wrap-fee programs, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Brad T

Series 66, Series 63

Frankfort, IL

J.P. Morgan Securities

Brad Terry is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Prudential Insurance, and Chubb. His current role is based in Frankfort, IL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Founder/Business Owner
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Brian S

Series 63, Series 66

Orland Park, IL

LPL Financial

Brian Sims is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Central Credit Union of Illinois since 2007 and CUNA Brokerage Services, Inc. from 2007 to 2022. He also serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through 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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Maricel B

Series 63, Series 65, Series 66

Orland Park, IL

Fidelity

Maricel Betz is a financial advisor with Fidelity Investments, holding Series 63, 65, and 66 licenses and 19 years of industry experience. Her prior experience includes roles at Bank of America Merrill Lynch, Country Financial, TD Ameritrade, Invest Financial Corporation, and Ameriprise. She is based in Orland Park, Illinois. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with notable activities including its registration as a commodity pool operator and use of AI-driven methodologies.

Charitable giving & philanthropy Active portfolio management
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Richard C

Series 66, Series 63

Orland Park, IL

J.P. Morgan Securities

Richard Callaghan is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. 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 searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative due diligence and includes capabilities in derivatives and commodities.

Founder/Business Owner
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Christina S

Series 63, Series 65

Frankfort, IL

LPL Financial

Christina Suchorabski is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities and Chase Investment Services Corp. She has been with LPL Financial since 2016. 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 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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Paul M

Series 63, Series 66

Orland Park, IL

Ameriprise

Paul Muehlnickel is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and UBS Financial Services. He is based in Orland Park, Illinois. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mandy R

Series 66

Oak Lawn, IL

Cetera

Mandy Ritzke is a Series 66 credentialed financial advisor with seven years of industry experience. She is affiliated with Cetera and is also a part owner of Disteldorf, Ltd, CPAs, where she has been involved in accounting and tax services since 1998. Additionally, she serves as a partner at Disteldorf Financial Group, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. 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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Marc R

Series 63, Series 65

Orland Park, IL

OSAIC

Marc Rutkowski is a financial advisor with OSAIC in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously spent 19 years with Woodbury Financial Services before joining OSAIC in 2024. Rutkowski operates a DBA under the name The Lineage Group. OSAIC Wealth serves a diverse client base, including retail, institutional, high-net-worth individuals, and retirement plan participants. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a complex network of affiliated broker-dealer, asset management, and insurance entities.

Annuities Private / alternative investments
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Anthony M

Series 66

Palos Heights, IL

RBC Capital Markets

Anthony Markett is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Outside of finance, he is involved in personal training through a small private business called Spine Science. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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