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Darrell M
ChFC®, Series 63
St. Charles, IL
OSAIC
Darrell Malano is a financial advisor at Osaic Wealth with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of advising, he serves as president of a local nonprofit branch of the Western Catholic Union. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of investment strategies delivered via various affiliated entities.
Scott W
Series 66
St Charles, IL
OSAIC
Scott Welling is a financial advisor at Osaic Wealth with one year of industry experience. He holds a Series 66 designation and has previously worked at Topco Associates LLC and Hire Excellence. In addition to his advisory role, he is a life insurance producer with Covenant Financial, LLC. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a broad range of investment programs and strategies.
James C
Series 66
St Charles, IL
Wells Fargo Advisors
James Cox IV is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms including GWM Advisors, LPL Financial, and UBS Financial Services. He is currently based in St Charles, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools, catering to clients who meet certain net-worth thresholds.
Thomas W
Series 66
Oswego, IL
Cetera
Thomas Wagner is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Alera Investment Advisors, Triad Advisors, GCG Financial, and Securian Financial Services. He is also affiliated with Guide Wealth Partners, where he serves clients on investment, insurance, and planning needs. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
Anthony M
Series 63, Series 65
St. Charles, IL
OSAIC
Anthony Malano is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at SagePoint Financial Inc. and has been with Mid America Financial Group since 2008, where he is also involved in fixed life and annuity insurance services as a licensed agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization supported by various analytical tools and provides access to discretionary strategies, third-party managers, and alternative investments.
Brian O
Series 66
St Charles, IL
Ameriprise
Brian Ohlinger is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has worked across multiple Ameriprise entities since 2020, as well as at Morgan Stanley Private Bank from 2015 to 2022. Outside of his advisory role, he serves on the Finance Advisory Committee for the City of DeKalb, providing input on municipal budgets and financial planning. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income services focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment universe tied to affiliated product partners.
Joanne A
Series 63, Series 65
Geneva, IL
Morgan Stanley
Joanne Allessi is a financial advisor at Morgan Stanley in Geneva, IL, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models.
Ignacio G
Series 63, Series 65
Saint Charles, IL
LPL Financial
Ignacio Guerrero is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at several notable firms, including BMO Harris Financial Advisors, J.P. Morgan Securities, and Citigroup Global Markets. Guerrero also operates a DBA related to his LPL business under the name BMO Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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, supported by advanced advisor-facing tools and oversight of substantial discretionary assets.
Ryan S
Series 66
St Charles, IL
Edward Jones
Ryan Skibinski is a financial advisor at Edward Jones in St. Charles, IL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Raymond James Financial Services and Amsted Rail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with both discretionary and non-discretionary investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.
Kevin M
Series 63, Series 65
St Charles, IL
Ameriprise
Kevin Madden is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Ameriprise in various capacities since 2009. Madden is also the owner of Kevin J. Madden, Inc., a business involved in managing his Ameriprise activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.
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.
Joshua N
Series 66
Batavia, IL
Edward Jones
Joshua Nybroten is a financial advisor at Edward Jones in Batavia, IL, holding a Series 66 credential with less than one year of industry experience. Prior to joining Edward Jones, he held various positions outside the financial sector, including roles at Edelweiss Lodge and Resort and several hospitality and food service companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory services and managing approximately $1.01 trillion in assets.
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.
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.
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.
Ronald A
Series 65
St. Charles, IL
Financial Planning Resources,LLC
Ronald Asselborn is a financial advisor at Financial Planning Resources, LLC with 28 years of industry experience. He holds a Series 65 designation and has been with his current firm since 1999. Outside of his advisory work, he serves as a high school soccer referee during the spring and fall seasons. Financial Planning Resources, LLC is an independent firm based in St. Charles, IL, consisting of a single advisor.
John W
Series 65
Saint Charles, IL
Stratitech Consulting, Inc.
John Waller is a financial advisor with Stratitech Consulting, Inc. He holds the Series 65 credential and has 10 years of industry experience. He has worked at Martin Matthews Group, Inc. since 2008. Stratitech Consulting, Inc. is an independent firm serving clients through personalized financial strategies.
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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