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Logan B

Series 66

Peotone, IL

Edward Jones

Logan Bailey is a financial advisor with Edward Jones based in Peotone, IL, holding a Series 66 designation and eight years of industry experience. His career includes prior roles at Merrill and LB Financial Group/Osaic/Securities America. Bailey serves as a board member for the Gibson County Community Foundation, where he advises on local charitable needs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of financial advisors and branch offices.

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Kenneth S

ChFC®, Series 63

Frankfort, IL

OSAIC

Kenneth Schuyler is a financial advisor at Osaic with 18 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic in 2024, he held roles at Securities America Advisors, Choice Advisors, and B. Riley Wealth Advisors, among others. Schuyler also engages in community education, having spoken on financial responsibility topics at local colleges and maintains a financial education website, FinancialFitness101.org. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside a wide range of investment programs.

Annuities Private / alternative investments
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Maria A

Series 63, Series 66

Crete, IL

Edward Jones

Maria Abney is a financial advisor with Edward Jones in Crete, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with Edward Jones since 2018 and previously worked at Farmland Fabrication Co, a small business specializing in steel welding, where she was co-owner and vice president. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

General estate planning guidance Multi-generational wealth transfer Retirement withdrawal strategies ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused
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Brad T

Series 66, Series 63

Frankfort, IL

J.P. Morgan Securities

Brad Terry is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Prudential Insurance, and Chubb. His current role is based in Frankfort, IL. 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 through a non-discretionary program.

Founder/Business Owner
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Lori D

Series 66, Series 65

Monee, IL

Cetera

Lori Derby is a financial advisor with Cetera who holds Series 65 and Series 66 credentials and has 13 years of industry experience. She has worked with Cetera and affiliated firms since 2019 and previously with Opus Wealth Partners, LPL Financial, and Megent Financial. Outside of advising, she serves as an executive manager at Megent Financial and is commissioned as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of over 10,000 advisors. The firm offers a multi-manager platform with a range of investment program structures and access to third-party and affiliated managers.

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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Christina S

Series 63, Series 65

Frankfort, IL

LPL Financial

Christina Suchorabski is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities and Chase Investment Services Corp. She has been with LPL Financial since 2016. 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Patrick R

Series 63, Series 66

Frankfort, IL

Ameriprise

Patrick Rodgers is a financial advisor with Ameriprise in Frankfort, IL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, and PNC Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ian C

Series 66

Bourbonnais, IL

Thrivent Investment Management

Ian Cole is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2020, including prior roles at Thrivent Financial. Before entering the financial industry, he spent time working at Olivet Nazarene University and Momence Church of the Nazarene. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses and comprehensive financial planning without discretionary portfolio management. The firm offers clients the option to combine planning with managed accounts through a consolidated billing service called “WealthPlan.”

Business ownership considerations
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Alex L

Series 66

Bourbonnais, IL

Edward Jones

Alex Leiser is a financial advisor at Edward Jones in Bourbonnais, Illinois, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Vista Wealth Advisors/Wells Fargo Advisors Financial Network LLC from 2024 to 2026 and at SMB Capital/KERSCHNER TRADE GROUP from 2022 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices, offering a range of advisory services under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing General estate planning guidance Retired Founder/Business Owner Executive
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Susan F

Series 63, Series 65

Bourbonnais, IL

Wells Fargo Advisors

Susan Feller is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing and four years at Citigroup Global Markets. Outside of her advisory role, she is involved in her family farm business and serves on the finance committee of St. Margaret Mary Catholic Church. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and niche services such as special-needs and business-owner transition planning. The firm combines advisory services with other financial products and referral channels, using Wells Fargo research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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James B

Series 66

New Lenox, IL

Edward Jones

James Budzinski is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent 40 years at Xerox Corporation. He holds a Series 66 designation. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 65

Chicago Heights, IL

LPL Financial

Kevin Raftery is a financial advisor with LPL Financial based in Chicago Heights, IL. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to joining LPL Financial in 2010, he worked at First Midwest Bank from 1998 to 2022. He is also engaged with Old National Bank in an investment-related role. 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 range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms, supported by advisor-facing technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeffrey O

CFP®, Series 63, Series 66

Frankfort, IL

LPL Financial

Jeffrey Otway is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with LPL Financial and has previously worked at Edward Jones, TD Ameritrade, and EF Legacy Securities. Outside of his advisory work, he performs as the lead guitarist for a live cover band called Cellar Door. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, 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 extensive technology and research tools.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Planning for children with special needs Founder/Business Owner
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Marsha P

Series 63, Series 65

Bourbonnais, IL

Ameriprise

Marsha Peterson is a financial advisor with Ameriprise in Bourbonnais, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she has interests in inherited oil, gas, and mineral leases and family farm holdings. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joseph W

Series 63, Series 65

Frankfort, IL

Ameriprise

Joseph Wojcik is a financial advisor with Ameriprise in New Lenox, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he is involved in a real estate business that manages office rentals. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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David G

Series 66, Series 63

Frankfort, IL

LPL Financial

David Gustafson is a financial advisor at LPL Financial with four years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at J & J Ventures Inc, PNC Bank, and Chase Bank NA. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ronald O

CFP®, Series 63, Series 65

Bourbonnais, IL

STIFEL

Ronald Ouwenga is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to joining Stifel, he worked at Morgan Stanley Private Bank, N.A. from 2015 to 2018. He holds Series 63 and Series 65 licenses. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
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Sean C

Series 63, Series 66

Crete, IL

LPL Financial

Sean Claiborne is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2025 and has a long history of self-employment through Vexint since 1997. Outside of his advisory work, Claiborne is involved in a rideshare business based in Illinois. 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 a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael B

Series 63, Series 65

Bourbonnais, IL

STIFEL

Michael Bruner is a financial advisor at Stifel with Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously was with Morgan Stanley Private Bank for three years. Outside of his advisory role, Bruner serves as a municipal trustee in Herscher, Illinois, manages a low-income housing property as president of Herscher Townhouses Inc., and holds leadership roles at Trinity Lutheran Church and the Herscher Foundation. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Tyler B

Series 66

Frankfort, IL

J.P. Morgan Securities

Tyler Berg is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Financial Life Insurance and Equitable Advisors LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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