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David T
Series 63, Series 66
Lemont, IL
J.P. Morgan Securities
David Teska is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked within the J.P. Morgan organization since 2013, including roles at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach incorporates an ESG eligibility framework and offers a range of approved funds and strategies, with services delivered on a non-discretionary basis.
Edward D
Series 63, Series 66
Joliet, IL
Edward Jones
Edward Dollinger is a financial advisor with Edward Jones in Joliet, IL, holding Series 63 and Series 66 designations. He has 39 years of industry experience and has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, Dollinger serves on the Joliet Rotary and the boards of the Joliet Finance Council and the Will County Community Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.
Edward M
CFP®, Series 63, Series 65
Orland Park, IL
LPL Financial
Edward Murphy is a CFP® professional affiliated with LPL Financial, with 40 years of experience in the financial services industry. His prior roles include long tenures at David A. Noyes & Company and Noyes Advisors LLC. He is based in Orland Park, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, supported by advanced research tools and a large network of advisors.
Brian A
Series 63, Series 65
Naperville, IL
LPL Financial
Brian Ahern is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Cetera Advisor Networks and Total Clarity Wealth Management. Ahern is also involved in non-variable insurance activities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of investment strategies and operational support tools.
Sarah S
Series 66
Homer Glen, IL
Edward Jones
Sarah Stapleton is a financial advisor at Edward Jones in Homer Glen, IL, holding a Series 66 designation with two years of industry experience. She previously worked at Stepping Stones and has additional experience with Missouri Property Services and RayJus Inc. Outside of her advisory role, she manages sound for Sunday services at Crossroads Christian Church in Joliet, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm is notable for its extensive nationwide network of advisors and branches, as well as its affiliated capabilities beyond advisory services.
Linda H
Series 66
Frankfort, IL
Ameriprise
Linda Huculak is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and previously worked at LaSalle St Securities and Edward Jones. Outside of her advisory role, she is involved as a travel sales agent with World Travel Mart. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Lade K
Series 66
Naperville, IL
J.P. Morgan Securities
Lade Kasim is a Series 66-licensed financial advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan Securities, Kasim held roles at JPMorgan Chase Bank, N.A. and other firms. Outside of finance, Kasim is the founder and owner of MISAK LLC, a fragrance line. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling, manager due diligence, and an ESG eligibility framework.
Jeffrey K
Series 66
Orland Park, IL
Cetera
Jeffrey Kubiak is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and also operates Kubiak Wealth Management and Kubiak & Kubiak CPA, focusing on wealth management and tax planning services, respectively. Prior to his advisory role, he has experience connected to professional hockey organizations and a background that includes time at Cornell University. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.
Linda J
CFP®, Series 63, Series 65
Tinley Park, IL
LPL Financial
Linda Jody is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2010. Prior to LPL, she worked for MSI Financial Services, Inc. for 10 years. Outside of her advisory role, she is involved in acting and film production under the stage name "Jodi London." LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.
Dorian H
CFP®, Series 63, Series 65
Joliet, IL
LPL Financial
Dorian Holmes is a financial advisor at LPL Financial in Joliet, IL, holding a CFP® designation along with Series 63 and Series 65 licenses. Holmes has 12 years of industry experience, having worked at firms including Morgan Stanley Smith Barney, Fidelity Investments, and Ameriprise Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, retirement advice, and institutional platforms, utilizing model portfolios, third-party subadvisors, and customized strategies.
Thomas H
Series 63, Series 65
Mokena, IL
LPL Financial
Thomas Hentschel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior experience includes roles at Waddell & Reed, various insurance carriers, and involvement with the Northern Illinois Food Bank. Outside of finance, he has participated as a musician with the Kankakee Valley Symphony Orchestra. 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 financial planning, asset management programs, retirement advice, and institutional platforms, with a broad range of investment strategies implemented by its network of investment adviser representatives.
Lee K
Series 63, Series 65
Mokena, IL
Cambridge Investment Research Advisors
Lee Kaz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Lionheart Financial LTD. He serves as a board member of the Mokena Police Pension Board and is involved with the Builders Tee Club, a local organization related to sports and fitness. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple custody platforms.
Thomas B
ChFC®, Series 63, Series 65
Orland Park, IL
Cetera
Thomas Borsellino is a financial advisor at Cetera with 34 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His career includes positions at Cetera Advisors LLC, Megent Financial, Opus Wealth Partners, LPL Financial, and MetLifeSecurotoes Inc. He is also the owner of Aspire Financial, a business focused on tax harboring for securities and tax purposes, and serves as a notary providing notarization services. Cetera Investment Advisers LLC is an SEC-registered adviser distributing services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services through various program structures and affiliated third-party managers.
Anthony F
Series 66
Orland Park, IL
OSAIC
Anthony Frangella is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for 11 years. Outside of advisory services, he is a managing member of a commercial real estate LLC and a passive investor in a local restaurant. OSAIC serves a diverse group of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and access to third-party managers to create portfolios that include various asset classes and investment strategies.
Fatma A
Series 66
Matteson, IL
J.P. Morgan Securities
Fatma Awadalla is a financial advisor at J.P. Morgan Securities with a Series 66 credential and five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, she worked at Bank of America Merrill Lynch for seven years. Outside of her advisory role, she works part-time as a substitute teacher for several local school districts and serves as a personal assistant at the Illinois Department of Human Services. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.
Moe E
Series 63, Series 65
Willowbrook, IL
J.P. Morgan Securities
Moe El Turkey is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Citigroup, U.S. Bancorp Investments, and JPMorgan Chase Bank. Outside of his advisory role, he has provided voluntary counsel on the management of an event staffing business. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.
Richard P
Series 63, Series 66
Naperville, IL
Edward Jones
Richard Przybylski is a financial advisor with Edward Jones in Naperville, IL, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices. The firm provides both discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.
Jeffrey O
Series 63, Series 65
Darien, IL
LPL Financial
Jeffrey Osterman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with LPL Financial since 2011 and concurrently associated with First American Bank since 2010. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.
James S
Series 63, Series 66
Shorewood, IL
J.P. Morgan Securities
James Sorley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank and Dean Witter since 2000 and 1999, respectively. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Michael R
Series 63, Series 65
Naperville, IL
Cambridge Investment Research Advisors
Michael Rzepka is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He has held roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018, following 19 years at Broker Dealer Financial Services Corp. Additionally, he serves as president of Comprehensive Financial Management, LLC, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base through independent Financial Professionals, offering financial planning, investment management, and retirement plan advisory services with a range of portfolio management options and proprietary model strategies.
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