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Stacie B
Series 66
Sycamore, IL
Edward Jones
Stacie Barnett is a Series 66 licensed financial advisor at Edward Jones with four years of industry experience. Her career includes over eight years previously at Edward Jones and one year with LPL Financial LLC (Gateway Financial Partners). She is based in Sycamore, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.
Corey H
Series 63, Series 66
Sycamore, IL
LPL Financial
Corey Hausen is a financial advisor with LPL Financial based in Sycamore, Illinois. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes roles at Heartland Bank and Trust Company, The Prudential Insurance Company of America, BMO Harris Bank, and PNC Investments. Outside of his advisory work, he is also a commissioned notary. 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 portfolios, third-party asset management, and institutional platforms.
Leonard E
Series 66
Sycamore, IL
Fidelity
Leonard Eisele is a Series 66 licensed financial advisor with Fidelity in Sycamore, IL, with one year of industry experience. Prior to joining Fidelity, he worked with Thrivent Financial and Thrivent Investment Management Inc, and he has also served as an independent contractor reporting on local high school and college sporting events for Shaw Media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.
Mc Kenna M
Series 66
Kirkland, IL
Edward Jones
Mc Kenna Marcinkowski is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked in various roles including government service with DeKalb County and in the hospitality sector. Outside of advising, she owns a custom T-shirt sales business called Made by Mack. 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 nationwide network of advisors and branch offices.
Travis T
Series 66
Sycamore, IL
Raymond James & Associates
Travis Thompson is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. He previously worked for FNBO for ten years before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Donald S
ChFC®, Series 63, Series 65
Sycamore, IL
OSAIC
Donald Skadow Jr. is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses. He has 45 years of industry experience, with prior roles at LPL Financial, Centaurus Financial, Inc., and Equitable Advisors. Skadow also works as a registered representative with Service 1 Financial Group and is an agent for Crump Life Insurance, focusing on life insurance and fixed annuities. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm utilizes a multi-advisor platform offering brokerage and advisory services with a model-based investment process emphasizing portfolio optimization, risk management, and a range of managed account options.
Carla C
Series 66, Series 63
Sycamore, IL
Edward Jones
Carla Capasso Stonecipher is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Northwestern Mutual. 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 wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Ivett M
Series 66
Delkab, IL
Raymond James Financial
Ivett Mc Han Frank is a financial advisor with Raymond James Financial, holding a Series 66 credential and one year of industry experience. She has experience working with multiple firms, including First Investments and Planning and First National Bank of Omaha. Outside of her advisory role, she works as an advisor assistant and is involved in non-investment support activities. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and promotes implementation through its advisory programs or other providers, with additional capabilities in municipal advisory services and specialized retirement plan consulting.
Natalie K
Series 66
Elburn, IL
UBS Financial Services
Natalie Kott is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a wide range of investment products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking programs.
Charles F
Series 63, Series 65
Shabbona, IL
Cetera
Charles Foster is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera since 2006. Foster also operates Foster's Financial Management, LLC, and is involved in tax preparation and business consulting through Foster Tax & Accounting, LLC. Outside of his advisory role, he serves as a finance council member at St. James Church and participates in local charitable activities with the St. James Knights of Columbus. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supported by a nationwide network of over 10,000 advisors.
Mark O
Series 63, Series 65
Sycamore, IL
Raymond James & Associates
Mark Overby is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory work, he manages a rental real estate property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research support.
Paul L
CFP®, Series 63, Series 65
Sycamore, IL
OSAIC
Paul Loner is a CFP® with 24 years of industry experience, currently serving at Osaic Wealth Inc. He previously worked at LPL Financial for 15 years and has additional experience with Raymond James Financial Services and Wells Fargo Clearing. Outside of his advisory role, he serves on the board of Timberlane Village and the Pregnancy Care Center and owns an insurance agency focused on health and Medicare supplement insurance. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services across numerous financial planning and investment programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies.
Matthew M
Series 63, Series 66
Sycamore, IL
Edward Jones
Matthew Myre is a financial advisor with Edward Jones in Sycamore, IL, holding Series 63 and Series 66 credentials and with 47 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1979. Outside of his advisory role, he is involved as a partner in real estate investments, including a building housing his Edward Jones office and several other tenants. 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 supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.
Brian M
Series 63, Series 66
Sugar Grove, IL
Edward Jones
Brian Michel is a financial advisor with Edward Jones in Sugar Grove, IL, holding Series 63 and Series 66 registrations and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of advising, he serves as president of the Capitol Professional Center Association. 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.
Curt K
Series 63, Series 65
Sugar Grove, IL
Cetera
Curt Karas is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Cetera since 2014 and has served as Township Assessor for Sugar Grove since 2018. Outside of advisory work, Karas is involved in local nonprofit organizations, including serving as treasurer for the Sugar Grove Kiwanis and the Sugar Grove Cemetery Association. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to third-party money managers and employs a range of portfolio management and financial planning services across various program structures.
Michael W
Series 63, Series 65
Sycamore, IL
LPL Financial
Michael Wemple is a financial advisor with LPL Financial in Sycamore, Illinois, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked with LPL Financial since 2016 and concurrently serves as a wealth advisor at Heartland Bank and Trust. Prior to these roles, he held positions at Midwestern Securities Trading Company, Chase Investment Services, and KeyBanc Capital Markets. 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, retirement plans, banks, and institutions. The firm offers a wide range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms such as the Bank Wealth Program.
Kimberly T
Series 63, Series 66
Hampshire, IL
Raymond James & Associates
Kimberly Tuzzolino is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services with a focus on non-discretionary guidance supported by firm research and model manager options.
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.
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.
Jennifer J
Series 66
Malta, IL
LPL Financial
Jennifer James is a Series 66-credentialed financial advisor with LPL Financial, with six years of industry experience. She has been with LPL Financial since 2018, following roles at IAU College and Northern Illinois University's Study Abroad Department. 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 variety of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customizable strategies supported by operational tools including machine learning, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.
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