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Marsha P
Series 63, Series 65
Bourbonnais, IL
Ameriprise
Marsha Peterson is a financial advisor with Ameriprise in Bourbonnais, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she has interests in inherited oil, gas, and mineral leases and family farm holdings. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.
Ronald O
CFP®, Series 63, Series 65
Bourbonnais, IL
STIFEL
Ronald Ouwenga is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to joining Stifel, he worked at Morgan Stanley Private Bank, N.A. from 2015 to 2018. He holds Series 63 and Series 65 licenses. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.
Douglas H
Series 66
Wilmington, IL
Cetera
Douglas Hughes is a financial advisor at Cetera with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors and Edward Jones. Outside of his role at Cetera, he co-owns Hughes & Hughes Financial Advisors, Inc. and is the owner of Hughes Investment Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers.
Michael B
Series 63, Series 65
Bourbonnais, IL
STIFEL
Michael Bruner is a financial advisor at Stifel with Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously was with Morgan Stanley Private Bank for three years. Outside of his advisory role, Bruner serves as a municipal trustee in Herscher, Illinois, manages a low-income housing property as president of Herscher Townhouses Inc., and holds leadership roles at Trinity Lutheran Church and the Herscher Foundation. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and probabilistic modeling developed by its Investment Strategy Group.
Michael M
Series 66
Wilmington, IL
Raymond James Financial
Michael Manner is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial and its affiliated entities since 2007. Outside of his advisory role, he is involved with Oak Knoll Financial Strategies, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, tailored approach using analytical tools to support client goals and provides specialized municipal and public finance advisory services.
Brian W
Series 63, Series 65
Bourbonnais, IL
Cetera
Brian Wadley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Cetera since 2015 and has also been a partner at Wadley & Associates CPA since 1993. In addition to his advisory work, he co-manages and partially owns an 88-unit apartment complex in Bourbonnais, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows advisors to use affiliated and third-party model portfolios or create customized strategies.
Justin F
Series 63, Series 65
Bourbonnais, IL
Raymond James Financial
Justin Faber is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Mass Mutual, Liberty National, and the Marion County Sheriff’s Office. He is involved in local government through his role with the Kankakee County Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Brian T
Series 63, Series 65
Bourbonnais, IL
STIFEL
Brian Thomas is a financial advisor at Stifel with 36 years of industry experience. He has previously worked at Morgan Stanley Private Bank and has held his current position since 2018. Thomas serves as a board member of The 100 Club of Kankakee County, a nonprofit supporting dependents of firefighters and police officers killed in the line of duty. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.
Zachary B
CFP®, Series 63, Series 66
Bourbonnais, IL
STIFEL
Zachary Birkey is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Stifel since 2018. He previously worked at Morgan Stanley Private Bank from 2015 to 2018. Outside of his advisory role, Birkey serves as treasurer for the Phi Delta Lambda scholarship fund at Olivet Nazarene University and is a board member of Parkview Christian Church. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.
Michael C
Series 63, Series 65
Bradley, IL
LPL Enterprise
Michael Corum is a financial advisor with LPL Enterprise in Bradley, Illinois, holding Series 63 and Series 65 credentials and over 43 years of industry experience. His prior roles include extensive tenures at Minnis Insurance & Financial Services and Pruco Securities, LLC. Corum also maintains a non-variable insurance agency in Bradley. LPL Enterprise offers investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation, providing financial planning, consulting, and access to third-party asset managers and wrap programs.
Paul O
Series 66
Kankakee, IL
Fidelity
Paul O’Connor is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at MassMutual Life Insurance Company and The Gage. Outside of his advisory work, he operates as an independent contractor driver for Uber in Kankakee, Illinois. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and oversight to manage a range of portfolios and registered investment companies.
Brian H
Series 63, Series 65
Bourbonnais, IL
Wells Fargo Advisors
Brian Hasbargen is a financial advisor with Wells Fargo Advisors in Bourbonnais, Illinois, holding Series 63 and Series 65 licenses and with 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. He serves as a board member for the Watseka Public Library and the City of Watseka Development Committee. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services that include retirement, education, risk, wealth-transfer, and specialized planning areas. The firm uses proprietary research and tools to develop tailored client recommendations, which clients may choose to implement through various brokerage or advisory programs.
Hunter S
Series 66
Manteno, IL
Ameriprise
Hunter Sherman is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2022. Outside of his advisory role, Sherman is also employed as a dog groomer at PetSmart. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations through a centralized consulting team.
Adam E
Series 66
Kankakee, IL
Edward Jones
Adam Elroy is a financial advisor with Edward Jones based in Kankakee, IL, holding a Series 66 designation and four years of industry experience. Outside of his advisory role, he serves on the Investment Committee of the Community Foundation of Kankakee County, where he participates in quarterly portfolio discussions. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory services and maintaining a large national network of financial advisors and branch offices.
Kara M
Series 66
Wilmington, IL
Raymond James Financial
Kara Mason is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2015, alongside roles at Oak Knoll Financial Strategies and Integrator Consulting Services. Outside of her advisory work, she is involved in affiliate marketing for platforms such as TikTok, LTK, and Amazon. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to help clients evaluate potential outcomes.
Steven D
Series 66
Bourbonnais, IL
Thrivent Investment Management
Steven Dell is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked with Thrivent in various roles since 2020. Outside of his advisory work, Dell serves as an Associate Pastor of Youth Ministry at Grace Fellowship Church in Oak Forest, where he coordinates high school ministry programs and assists with other children's activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic analyses and planning without discretionary trading authority, focusing on a broad range of planning topics and allowing clients to combine planning with managed-account programs under a consolidated billing option.
Krystal T
Series 66
Bourbonnais, IL
STIFEL
Krystal Tambling is a financial advisor at Stifel with 10 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC from 2013 to 2018. Her current tenure at Stifel began in 2018. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Thomas V
Series 63, Series 66
Bourbonnais, IL
Edward Jones
Thomas Vaccaro is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and 41 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1984. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.
Donna W
Series 63, Series 66
Bourbonnais, IL
Wells Fargo Advisors
Donna Wascher is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with planning engagements typically structured as discrete projects.
Chad M
Series 66
Bourbonnais, IL
Raymond James Financial
Chad Mc Cleary is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and has a long career background that includes sixteen years at Court Street Ford. Outside of his advisory role, he is an independent contractor financial advisor with Faber Financial Group. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, and institutional clients, providing financial planning, investment consulting, and advisory services. The firm offers tailored, non-discretionary planning and supports advisory programs with a focus on technology and specialized municipal and public finance work.
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