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Anja G

Series 66

Elgin, IL

Edward Jones

Anja Gribhofer Decker is a financial advisor at Edward Jones in Elgin, IL, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Nosco and Constantia Flexibles Sales. 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 large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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David D

Series 63, Series 65

St. Charles, IL

OSAIC

David Draper is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Draper serves as vice president of Western Catholic Union Branch 100, assisting with fundraising and organizational activities. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services and employs asset-allocation tools and third-party platforms to manage portfolios that can include stocks, bonds, 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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Joseph M

Series 66

South Elgin, IL

LPL Financial

Joseph Mchugh Sr. is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at FSC Securities and Accenture, LLP. He is also involved in tax preparation and accounting through McHugh & Riley Limited. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations via a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement 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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Allison W

Series 63, Series 66

Barrington, IL

Morgan Stanley

Allison Wiseman is a financial advisor at Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 licenses with 10 years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2012 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in assets. The firm employs a structured planning process using approved tools and models but generally acts in an advisory capacity without providing individual security recommendations through standalone planning.

General estate planning guidance
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Scott L

Series 63, Series 66

Geneva, IL

Edward Jones

Scott Lange is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to that, he was employed by Ohio National Equities Inc and Ohio National Financial Services from 2011 to 2018. 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 investment solutions, including wrap fee strategies, separately managed accounts, and tax-efficient services, supported by 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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Justin B

Series 66

Elgin, IL

Edward Jones

Justin Budd is a financial advisor with Edward Jones in Elgin, IL, holding a Series 66 designation and having 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations Business succession planning Founder/Business Owner
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Salvador S

Series 66

Elgin, IL

Merrill

Salvador Sandoval Jr. is a financial advisor at Merrill with a Series 66 designation. He has one year of industry experience and previously served four years in the United States Marine Corps. His work history includes roles at several fitness and retail companies prior to joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Robert J

Series 66

Lake Barrington, IL

Edward Jones

Robert Johnson III is a financial advisor at Edward Jones in Lake Barrington, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked in sales roles at automotive companies including Napleton Westmont Porsche and Muller Subaru. 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 investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and offices nationwide.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Kathleen W

Series 66

Lake in the Hills, IL

Edward Jones

Kathleen Wresch is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. She previously worked at Homeside Financial and Perl Mortgage. 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 solutions supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

Barrington, IL

Wells Fargo Clearing

Brandon Blazer is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services tailored to plan objectives and risk tolerances. The firm’s approach is IPS-driven and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Sandeep M

Series 65, Series 63

St. Charles, IL

J.P. Morgan Securities

Sandeep Mangal is a financial advisor with J.P. Morgan Securities in St. Charles, IL, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, and Stat Trade Inc. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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Luke H

Series 66

Sycamore, IL

OSAIC

Luke Hryszczuk is a financial advisor at OSAIC with two years of industry experience and holds the Series 66 designation. He has previously worked at Service One Financial Group and Bates Financial Group, and he studied at Grand Canyon University. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed accounts. The firm employs various tools to construct 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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Erick D

Series 66

Barrington, IL

Morgan Stanley

Erick De La Cruz is a financial advisor at Morgan Stanley in Barrington, IL, holding a Series 66 designation. He began his career at Morgan Stanley in 2025. Prior to this role, his work experience includes positions at Coro Enterprises LLC The Red Lion, Exmoor Country Club, and Target Corporation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Brian S

Series 63, Series 66

Barrington, IL

Morgan Stanley

Brian Schnell is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Northern Trust Bank, Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside broader investment and brokerage capabilities.

General estate planning guidance
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Aira L

Series 63, Series 65

Saint Charles, IL

LPL Financial

Aira Lodygowski is a financial advisor with LPL Financial based in Saint Charles, IL. She holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to joining LPL Financial in 2021, she worked at BMO Harris from 2011 through 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and proprietary research.

College savings (529s, UTMA, etc.)
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Dennis G

Series 63, Series 66

Crystal Lake, IL

LPL Financial

Dennis Gorman is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at Cetera Advisor Networks LLC for five years and has operated Gorman & Associates since 1990. Outside of his advisory role, he is involved with a CPA Affiliate Program through Gorman & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Joseph M

Series 63, Series 65

Bartlett, IL

Cetera

Joseph Miceli is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2000. Outside of his advisory role, he is involved in health and life insurance renewals as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options, including automated allocations and direct indexing.

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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Martin F

Series 66

St Charles, IL

Ameriprise

Martin Friel II is a financial advisor with Ameriprise in Geneva, IL, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory work, he serves as president of the Tri-Cities Soccer Association and has been a youth soccer referee for multiple local leagues. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

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

Series 66

Barrington, IL

Morgan Stanley

Kelly Karecki is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

General estate planning guidance
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Timothy M

Series 66

Fox River Grove, IL

Edward Jones

Timothy Matta is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. He previously worked for SRI Systems Research Inc for 19 years. 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 nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retirement withdrawal strategies Business ownership considerations Founder/Business Owner Executive Doctor or Medical Professional
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