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Ryan J
Series 63, Series 65
Tinley Park, IL
Cetera
Ryan Jonker is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Jonker & Associates since 2008, providing tax preparation and corporate accounting services. Additionally, he is the owner and CFO of Niche Interactive Media, Inc., an online affiliate marketing business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to third-party money managers.
Alina W
Series 66
Mokena, IL
LPL Financial
Alina Wold is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and previously worked at First Midwest Bank from 2016 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives.
Claudia M
ChFC®, Series 66
Frankfort, IL
Ameriprise
Claudia Marban is a ChFC® and Series 66 credentialed financial advisor with 25 years of industry experience. She has been with Ameriprise since 2000, currently serving at their Mokena, IL office. Outside of her advisory role, she manages a business, Marban & Associates, Inc. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to generate personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
David M
Series 65, Series 63
Orland Park, IL
Cetera
David Mallett is a financial advisor with Cetera, holding Series 65 and Series 63 designations. He has professional experience in financial services beginning in 2015, including roles at Morningstar Investment Management, Betterment, Ernst & Young, and Accenture. He joined Cetera in 2025. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a variety of investment management and planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.
Maria D
PFS™, Series 66
Orland Park, IL
OSAIC
Maria Delre is a financial advisor at OSAIC with 26 years of industry experience. She holds the PFS™ designation and Series 66 license. Her prior roles include tenures at Royal Alliance Associates, LPL Financial, and Waterstone Financial Group. Outside of advising, she owns Delre & Associates, Inc., a firm focused on tax preparation and accounting services. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and the use of third-party managers.
Caleb W
Series 66, Series 63
Orland Park, IL
Fidelity
Caleb Wilson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at DoorDash, Northwestern Mutual, Aflac, UTSAV Inc., and Foster Specialty Floors. He also worked as a self-employed referee with the US Soccer Federation for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction across a broad range of funds.
Richard O
Series 63, Series 66
Orland Park, IL
J.P. Morgan Securities
Richard Osty is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. In addition to his advisory role, he serves as a commissioner for the Village of Tinley Park, advising on economic development initiatives. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.
Donna L
Series 63, Series 65
Cedar Lake, IN
Cetera
Donna Lameka is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Cetera and its affiliates since 2021 and previously was with Voya Financial Advisors from 2015 to 2021. Lameka is also the owner of Lameka Financial and an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting a range of investment strategies under discretionary and non-discretionary authorities.
Kyle V
Series 66
Mokena, IL
Wells Fargo Advisors
Kyle Van Hecke is a financial advisor with Wells Fargo Advisors based in Mokena, Illinois. He holds the Series 66 designation and has seven years of industry experience, including six years with Wells Fargo Clearing and four years at Wells Fargo Advisors. Outside of his advisory role, he has ownership interests in investment-related firms KVH Partners, LLC and Vansolten LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.
Ganita Y
Series 66
South Holland, IL
Primerica Advisors
Ganita Young is a financial advisor at Primerica Advisors with nine years of industry experience. She holds a Series 66 designation and has worked at Primerica Advisors since 2018. Outside of her advisory role, Young is involved in several business activities, including tax preparation, sales, and business consulting through her ownership of Local Business Logistics & Solutions, LLC. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,935 advisors and $15.5 billion in assets under management.
Keith D
Series 66
Orland Park, IL
Ameriprise
Keith Davison is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for Rebuilding Together - Duneland and acts as their Fundraising Chairman. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Christopher W
Series 63, Series 65, Series 66
Orland Park, IL
Fidelity
Christopher Wurster is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has over 25 years of experience in wealth and investment strategies, focusing on helping clients plan for their futures. Prior to his current role, he served as Vice President and Branch Leader at Fidelity Investments from 2019 to 2022. His professional background includes roles such as Vice President and Sales Desk Manager at Goldman Sachs & Co from 2015 to 2019, Regional Consultant at Goldman Sachs & Co from 2012 to 2015, Financial Advisor at PNC Bank from 2011 to 2012, Financial Advisor at Morgan Stanley from 2005 to 2011, and Client Service Associate at JP Morgan from 2000 to 2005. Christopher emphasizes listening to client needs and educating them on available financial tools, aiming to provide a responsive and attentive client experience.
Paul M
Series 66
Highland, IN
Edward Jones
Paul Marconi is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2026, he worked at Raymond James and Preferred Medical Systems. He serves as a volunteer subcommittee member for his local homeowners association, assisting with budget and vendor matters. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers various advisory programs and investment options supported by a large national network of financial advisors and branch offices.
Sean J
Series 63, Series 66
Orland Park, IL
Fidelity
Sean Jones is a Financial Consultant currently working with Fidelity Investments. He has been in this role since 2024, having previously served as an Investment Consultant at Fidelity Investments earlier the same year. Prior to joining Fidelity Investments, Sean worked as a Financial Advisor at Northwestern Mutual from 2021 to 2024. Sean's professional experience spans financial consulting and investment advising, where he collaborates with clients to navigate financial decisions. He emphasizes teamwork with clients to address their financial needs and goals. Outside of his professional work, Sean has interests in baseball, fitness, football, golf, and traveling.
Heidi M
Series 63, Series 66
Schererville, IN
Raymond James Financial
Heidi Mccarthy is a financial advisor at Raymond James Financial with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Raymond James since 2016, alongside roles at First Financial Bank and Yellow Cardinal Brokerage Services. In addition to her advisory duties, she is involved in wealth management at First Financial Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals, supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting programs.
Matthew D
Series 63, Series 65
New Lenox, IL
Edward Jones
Matthew Delestowicz is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Empathy Claims, Megent Financial, Cetera Advisors, and the Orland Fire Protection District. He is also involved with Delestowicz Financial LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Carol S
Series 63, Series 65
Orland Park, IL
Cetera
Carol Steele is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2018. Prior to this, she spent 15 years at Invest Financial Corporation and has a concurrent role as First Vice President at Marquette National Bank, where she oversees retail banking and the wealth management program. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across multiple program structures.
Mark K
Series 63, Series 65
New Lenox, IL
Ameriprise
Mark Keith is a financial advisor with Ameriprise in New Lenox, IL, holding Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at The Huntington Investment Company and PNC Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.
Stacey D
CFP®, Series 63, Series 65
Orland Park, IL
Fidelity
Stacey Decker is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2016. Prior to this role, she worked as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2016 and as a Financial Advisor at Riverside Financial from 2012 to 2014. In her current role, Stacey plays an active role in educating clients on retirement planning, including income and investment strategies. Her professional experience encompasses comprehensive financial consulting aimed at assisting clients in planning their retirement effectively. Outside of her professional career, Stacey is involved in activities such as hiking, military service, outdoor adventures, parenthood, reading, and volunteering.
Jeffrey N
Series 63, Series 65
Orland Park, IL
Primerica Advisors
Jeffrey Nabicht is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Primerica Advisors since 2013 and previously spent 11 years with Heine Mccarthy. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure rather than fixed fees.
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