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Curtis G

Series 66

Sandwich, IL

Edward Jones

Curtis Grysiewicz is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., and BP Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Thomas K

Series 63, Series 65

Plainfield, IL

Cetera

Thomas Klover is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Cetera and its affiliated entities since 2020 and is also a part owner and CPA at Klover & Co. CPAs PC, where he has provided accounting and tax preparation services since 1994. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with over $256 billion in assets under management.

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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Melissa I

Series 66

Saint Charles, IL

Edward Jones

Melissa Ingrande is a Series 66-credentialed advisor at Edward Jones with 12 years at the firm and 8 years of industry experience. Prior to joining Edward Jones, she worked at Best Buy for 9 years. 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 and maintains 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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Robert F

Series 63, Series 65

Aurora, IL

LPL Financial

Robert French is a financial advisor with LPL Financial in Aurora, Illinois, holding Series 63 and Series 65 credentials and with 32 years of industry experience. He has been with LPL Financial since 2009 and has also operated Aspen Marketing Corporation since 1985. Outside of his advisory role, he owns and manages an insurance brokerage business specializing in life, health, disability insurance, and annuities, and he provides notary public services to clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, utilizing research and model portfolios from LPL Research and third-party providers.

College savings (529s, UTMA, etc.)
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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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Robert H

ChFC®, Series 63

Plainfield, IL

OSAIC

Robert Hartwell is a financial advisor with OSAIC in Plainfield, IL, holding the ChFC® designation and Series 63 license. He has 51 years of industry experience, including prior roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Hartwell is also the owner of Hartwell Financial & Insurance Services, a sole proprietorship engaged in life products sales and insurance brokerage. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage, investment advisory services, financial planning, and access to various managed account platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and multiple third-party solutions to construct diversified portfolios.

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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Ryan O

CFP®, Series 63, Series 65

Yorkville, IL

LPL Financial

Ryan O'Connor is a CFP® professional with 19 years of experience in the financial services industry. He currently works at LPL Financial and Highpoint Planning Partners and has held previous roles at MetLife Securities and MassMutual. Outside of his advisory role, O'Connor serves as a board member on the finance council of Saint Katharine Drexel Catholic Church in Sugar Grove, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Warren L

Series 66

Plainfield, IL

Edward Jones

Warren Lindsay is a financial advisor with Edward Jones in Plainfield, IL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Spoken Simply LLC and Infor (US) Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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Carl P

Series 63, Series 66

Aurora, IL

J.P. Morgan Securities

Carl Priebe is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and having five years of industry experience. He has worked at J.P. Morgan Securities since 2018 and has been employed by JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Paul C

Series 66

Aurora, IL

LPL Financial

Paul Campbell is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Jack H

Series 63, Series 65

St Charles, IL

OSAIC

Jack Hull is a financial advisor with Osaic Wealth, Inc. based in St. Charles, Illinois. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 19 years at Woodbury Financial Services prior to joining Osaic in 2024. Outside of his advisory work, he serves as Vice President of Corporate Benefit Advisors, a firm providing employee benefits primarily focused on group medical insurance for small groups. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services and employs sophisticated portfolio construction tools, supporting both discretionary and non-discretionary account management.

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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Ethan M

Series 66

Geneva, IL

OSAIC

Ethan Miller is a financial advisor at Osaic Wealth Inc. with a Series 66 designation and one year of industry experience. His prior roles include positions at JMC Financial Solutions, LLC and J. Krug & Associates, Inc. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm uses proprietary asset-allocation tools and risk-tolerance assessments to build diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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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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 credentials and has held positions at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. He serves as co-trustee of a charitable remainder trust established with his wife. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and wrap programs.

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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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 based in St. Charles, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes 25 years with Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2021. In addition to his advisory role, he is involved with DataAnnotation, a non-investment related home-based business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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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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Patricia P

Series 63, Series 65

Plainfield, IL

LPL Financial

Patricia Paulik is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with LPL Financial since 2013 and previously worked at Heartland Bank for five years. Outside of her advisory role, she is a manager and owner of PPLK Management, a company involved in managing real estate rental collections. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Matthew B

Series 66

Oswego, IL

Edward Jones

Matthew Bish is a financial advisor with Edward Jones in Oswego, Illinois. He holds a Series 66 designation and has 15 years of industry experience, having been with Edward Jones since 2010. 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 offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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