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Christopher E

Series 63, Series 65

Mendota, IL

Cetera

Christopher Eller is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 34 years of industry experience. He previously worked at Investment Centers of America for 13 years and has owned Chris Eller The Retirement Specialists since 2017, providing financial and tax services. He also works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services using a multi-manager platform with discretionary and non-discretionary options.

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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Willard M

CFP®, Series 66

Mendota, IL

Edward Jones

Willard Mc Lachlan is a CFP®-credentialed financial advisor with Edward Jones in Mendota, Illinois, where he has worked since 2018. He has seven years of industry experience and has a background in agriculture, including managing family farms and owning agricultural businesses. Outside of his advisory role, he is involved in farming activities through several family-related agricultural operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad 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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John A

Series 63

Ottawa, IL

Cambridge Investment Research Advisors

John Armstrong is a Series 63-licensed advisor with 33 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2020. He previously worked at Raymond James Financial Services and runs a personal farming property management business. Armstrong also serves as a board member of Ottawa Savings Bank. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, employing proprietary and third-party strategies across multiple platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Clint O

CFP®, Series 66

Mendota, IL

Edward Jones

Clint O'Brien is a CFP® and holds a Series 66 designation with 18 years of industry experience, all spent at Edward Jones since 2008. He is based in Mendota, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Chad G

CFP®, Series 66

La Salle, IL

Edward Jones

Chad Gilbreth is a CFP®-designated financial advisor with Edward Jones in La Salle, IL, where he has worked since 2016. He has 10 years of industry experience and serves clients while also maintaining a position in the Illinois Army National Guard since 2012. Outside of his advisory role, he manages Pursuit of Freedom LLC, an entity focused on investment and philanthropy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Business ownership considerations Business succession planning Retirement income strategy Inheritance planning Founder/Business Owner Intergenerational Families Widow/Widower
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Daryk B

Series 63, Series 65

Oglesby, IL

Edward Jones

Daryk Brayton is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2015. Outside of his advisory role, he is involved in broadcasting high school sports through Starved Rock Media in Oglesby, Illinois. 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 and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Lucas O

CFP®, Series 63, Series 65, Series 66

Mendota, IL

Edward Jones

Lucas O’Brien is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 63, 65, and 66 designations. Outside of his advisory role, he is involved with Fulton Publishing in Meadville, PA. 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 national 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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Eric A

Series 63, Series 66

Mendota, IL

Cetera

Eric Arkins is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 25 years of industry experience. He previously worked at Commonwealth Financial Network and Investment Centers of America, and he also operates under the DBA Chris Eller The Retirement Specialists. Outside of his advisory role, he sells fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform that offers portfolio management, financial planning, and access to third-party money managers. The firm supports a range of program structures and discretionary authorities, featuring affiliations that enhance its product offerings and scale.

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 W

Series 63, Series 65

Ottawa, IL

LPL Financial

Steven Witek is a financial advisor with LPL Financial in Ottawa, Illinois, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1986. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, 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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Kelly C

Series 66

La Salle, IL

Edward Jones

Kelly Campbell is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Kelly worked for Shaw Media for five years and NewsTribune for 23 years. Kelly is also involved with the Illinois Valley YMCA as a fitness coordinator and instructor, overseeing personal training and leading group fitness classes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Jacob S

Series 66

Ottawa, IL

Edward Jones

Jacob Strabala is a financial advisor at Edward Jones in Ottawa, IL, holding a Series 66 designation with one year of industry experience. His prior work includes positions at First National Bank of Ottawa, Resource Bank, OSB Community Bank, and Eureka University. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, 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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Stephen K

Series 63, Series 65

Ottawa, IL

Equitable Advisors

Stephen Killelea is a financial advisor with Equitable Advisors in Ottawa, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors during overlapping years. Outside of his advisory role, he volunteers at Marquette High School, assisting with fundraising activities. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing third-party advisory models and fiduciary services without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Alec H

Series 63, Series 65

La Salle, IL

OSAIC

Alec Hueneburg is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for 14 years and AIG American General Life Insurance Company for over two decades. Outside of advising, he serves as a trustee for the Jonesville Piety Hill Fire District, is involved in youth baseball as a board member and T-ball coordinator, and participates on the board of the nonprofit Perfectly Flawed Foundation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct portfolios with a broad range of investment options, managing accounts on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Richard M

Series 63, Series 65

Peru, IL

Cetera

Richard May is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates as a multi-manager platform offering 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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Kathy P

ChFC®, Series 66

Peru, IL

Edward Jones

Kathy Pullam is a financial advisor with Edward Jones in Peru, Illinois, holding the ChFC® and Series 66 designations and bringing eight years of industry experience. She previously worked for Heartland Bank and Trust for five years before joining Edward Jones in 2018. Outside of her advisory role, she is involved with CTA LLC, operating Obees Sub Shoppe in Spring Valley, Illinois, where she handles bookkeeping and bill-paying. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets under management and offers various advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and tax-efficient services.

Divorce financial planning Business exit / sale strategy Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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Neal O

Series 63, Series 66

Mendota, IL

Edward Jones

Neal O'Brien is a financial advisor with Edward Jones in Mendota, IL, holding Series 63 and Series 66 licenses and over 41 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory work, Neal manages rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies and affiliated investment options, supported by a large national network of advisors and branch offices.

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

CFP®, Series 66

Ottawa, IL

Edward Jones

Heliodoro Ruvalcaba is a CFP® professional with 19 years of experience in the financial industry. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through 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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Louis W

Series 63, Series 66

Hennepin, IL

LPL Financial

Louis Wasilewski is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His career includes prior positions at Investment Centers of America, Midwestern Securities Trading Company, and Raymond James Financial. Outside of advisory services, he acts as an independent agent offering life, disability, and long-term care insurance as well as fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a network of investment adviser representatives who utilize a range of strategies, including model portfolios and third-party management, supported by technology and a broad suite 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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Spencer L

Series 66

La Salle, IL

LPL Financial

Spencer Luecke is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, he worked for Hometown National Bank from 2016 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by 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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Larry C

Series 63, Series 65

Peru, IL

Ameriprise

Larry Criss is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team.

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