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Robert F

Series 63, Series 65

Aurora, IL

LPL Financial

Robert French is a financial advisor with LPL Financial in Aurora, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2009 and also owns Aspen Marketing Corporation, an insurance brokerage focused on life, health, disability, and annuities. Additionally, he provides notary public services to clients. 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 with a broad platform that includes proprietary and third-party investment strategies and a variety of financial products.

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

Series 63, Series 66

Sugar Grove, IL

Edward Jones

Theresa Plank is a financial advisor at Edward Jones in Sugar Grove, IL, with 15 years at the firm and five years of industry experience. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, Series 63, Series 65

Yorkville, IL

LPL Financial

Ryan O'Connor is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Highpoint Planning Partners, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. He serves as a parish finance council board member for Saint Katharine Drexel Catholic Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options, including 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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Jack H

Series 63, Series 65

St Charles, IL

OSAIC

Jack Hull is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Equitable Advisors, and Mony Securities Corporation. Outside of his advisory role, Hull serves as Vice President at Corporate Benefit Advisors, a firm specializing in employee benefits for small groups. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and offers a wide range of brokerage and advisory services through a multi-advisor platform.

Annuities Private / alternative investments
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Ethan M

Series 66

Geneva, IL

OSAIC

Ethan Miller is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior roles include positions at JMC Financial Solutions, LLC, J. Krug & Associates, Inc., and several roles outside the financial industry, including work at Illinois State University and Mistwood Golf Club. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment programs and third-party manager options.

Annuities Private / alternative investments
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Matthew B

Series 66

Geneva, IL

Edward Jones

Matthew Briggs is a financial advisor at Edward Jones in Geneva, Illinois, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at St. Charles Trading, Inc. for four years and held roles at Judson University and Ergadoo Inc. He does not have any additional business activities noted. Edward Jones is a full-service wealth management firm serving over 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 large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Wealth management ESG / Sustainable investing Inheritance planning Founder/Business Owner
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Richard S

Series 63, Series 65

Batavia, IL

OSAIC

Richard Sackett is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Securities America Advisors, Inc. and Securities Service Network, Inc. Additionally, he serves as co-trustee of a charitable remainder trust established with his wife. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an investment approach that emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.

Annuities Private / alternative investments
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Scott G

Series 66

Sugar Grove, IL

Raymond James Financial

Scott Gengler is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for five years and spent sixteen years at CUSD 308. Outside of advising, he owns Thomjohn Properties LLC, a business involved in residential property rental. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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

Series 63, Series 65

Batavia, IL

Ameriprise

Aaron Turner is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 65 designations. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports, supported by a centralized consulting team and a structured oversight process.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Timothy K

Series 63, Series 65

St Charles, IL

LPL Financial

Timothy Kamin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers associated with W&R Insurance Agencies for 25 years. He is also involved in a non-investment-related business entity, DataAnnotation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plans, banks, trust companies, and institutions.

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

Series 63, Series 65

St Charles, IL

Ameriprise

Joel Heffington is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary retirement recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Matthew B

Series 66

Oswego, IL

Edward Jones

Matthew Bish is a financial advisor at Edward Jones in Oswego, IL, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is known for its extensive advisor and branch network, as well as its affiliated services including trust, mutual funds, and securities-based lending options.

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

Series 63, Series 66

Batavia, IL

LPL Financial

Todd Graham is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Woodbury Financial Services, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he owns 5 Star Learning Ranch Inc., a non-investment-related business. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, 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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Michael J

Series 66

Sandwich, IL

LPL Financial

Michael Jerkatis is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He previously worked at Morgan Stanley and First Midwest Bank before joining LPL Financial. He is currently affiliated with Old National Bank in a financial institution role. 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, 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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Brandon B

Series 66

Geneva, IL

Morgan Stanley

Brandon Burriss is a financial advisor with Morgan Stanley in Geneva, Illinois, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs focused on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside broader retail and institutional investment offerings.

General estate planning guidance
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Joshua B

Series 66

Geneva, IL

Edward Jones

Joshua Beard is a financial advisor with Edward Jones in Geneva, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at American Bank & Trust for six years and had a role at Wash Depot Holdings - Simonize Car Wash. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment 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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Paul W

Series 63, Series 65

Big Rock, IL

Cambridge Investment Research Advisors

Paul Wedeen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 46 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and previously worked at BNY Mellon Advisors for eight years. Outside of his advisory role, he serves as a trustee for Big Rock Township in Illinois. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

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

Series 66

Geneva, IL

Charles Schwab

Micah Welton is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at Calamos Financial Services and Fidelity Investments. He also serves in the Illinois National Guard as an All Source Intelligence Analyst. Charles Schwab & Co., Inc. provides advisory, brokerage, custody, and financial planning services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program. The firm combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers a comprehensive, multi-asset investment approach.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Jamie P

Series 66

Yorkville, IL

Edward Jones

Jamie Prodehl is a financial advisor at Edward Jones in Yorkville, IL, holding a Series 66 designation. Prior to joining Edward Jones in 2026, Prodehl worked at Sable Creek Homestead LLC, Citgo Petroleum, and Starcon International. 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 strategies 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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Thomas Z

Series 66

Geneva, IL

Edward Jones

Thomas Zarndt is a financial advisor with Edward Jones in Geneva, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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