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Creighton K

Series 66

Joliet, IL

Edward Jones

Creighton Karner is a financial advisor at Edward Jones in Joliet, IL, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at Genesis Logistics (DHL) and has experience in retail and education sectors. 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 under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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Kevin K

Series 63, Series 65

Joliet, IL

Primerica Advisors

Kevin Ketter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Constellation and Exelon Nuclear Security. Outside of advising, he owns and operates a tax preparation business in Plainfield, IL. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Michael P

CFP®, Series 66

Naperville, IL

Edward Jones

Michael Pine is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Patrick Engineering Inc. from 2016 to 2018. Based in Naperville, IL, he provides financial advisory services through Edward Jones. 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 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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David E

CFP®, Series 66

Oswego, IL

Edward Jones

David Erickson is a CFP® professional with 21 years of industry experience. He has been with Edward Jones since 2007 and worked previously at A. G. Edwards & Sons, Inc. from 2005 to 2007. He serves as Vice President of the Yorkville Chamber of Commerce and is a member of the Oswego Police Pension Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a wide range of advisory strategies and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Retirement income strategy Divorce financial planning Business exit / sale strategy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Michael H

Series 63, Series 65

Joliet, IL

LPL Financial

Michael Hullinger is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at BMO Bank NA, JP Morgan Chase Bank NA, and Capital One Auto Finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, institutions, and retirement plan participants. The firm offers a range of investment solutions including financial planning, model portfolios, and access to third-party asset managers, supported by advanced operational tools and a broad platform that includes both advisory and non-advisory financial services.

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

Series 63, Series 66

Yorkville, IL

OSAIC

David Bucciferro is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with OSAIC since 2024, following a 23-year tenure at Woodbury Financial Services. He is also the owner of DFB United Financial, LLC, where he sells fixed annuities and traditional life insurance products as an independent insurance agent. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach includes model-based asset allocation and portfolio optimization, providing advisors with discretionary management options and access to third-party managers and proprietary investment models.

Annuities Private / alternative investments
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Lucas F

Series 66

Yorkville, IL

Edward Jones

Lucas Fisher is a financial advisor at Edward Jones in Yorkville, IL, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Edward Jones, he worked in various roles including positions at Superior Beverage and attended Iowa State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large 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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Connor L

Series 66

Aurora, IL

Edward Jones

Connor Longust is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC, Leelyn Smith, LLC, Fifth Third Bank, Bloomington Normal Water Reclamation District, and Illinois State University. He is based in Aurora, Illinois. 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 provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Robert P

Series 63, Series 65

Aurora, IL

Pinnacle Financial Planning

Robert Pachciarz is the sole advisor at Pinnacle Financial Planning in Aurora, Illinois, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC and Elevated Capital Advisors, LLC. Pinnacle Financial Planning provides investment advice and financial planning to individuals, high net worth clients, trusts, and estates through recommending and monitoring third-party money managers rather than directly managing client assets. The firm combines a solicitor/referral model with fixed-fee financial planning and an affiliated insurance sales activity.

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