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Hunter S

Series 66

Manteno, IL

Ameriprise

Hunter Sherman is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2022. Outside of his advisory role, Sherman is also employed as a dog groomer at PetSmart. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Adam E

Series 66

Kankakee, IL

Edward Jones

Adam Elroy is a financial advisor with Edward Jones based in Kankakee, IL, holding a Series 66 designation and four years of industry experience. Outside of his advisory role, he serves on the Investment Committee of the Community Foundation of Kankakee County, where he participates in quarterly portfolio discussions. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory services and maintaining a large national network of financial advisors and branch offices.

Retirement income strategy Wealth management Early retirement planning ESG / Sustainable investing Founder/Business Owner Values-based investing Religious/faith focused
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Kara M

Series 66

Wilmington, IL

Raymond James Financial

Kara Mason is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2015, alongside roles at Oak Knoll Financial Strategies and Integrator Consulting Services. Outside of her advisory work, she is involved in affiliate marketing for platforms such as TikTok, LTK, and Amazon. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to help clients evaluate potential outcomes.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Katie G

Series 66

Channahon, IL

Edward Jones

Katie Groves is a financial advisor with Edward Jones in Channahon, Illinois. She holds a Series 66 designation and has eight years of industry experience, including five years at Rayjus prior to joining Edward Jones in 2018. 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, including discretionary and non-discretionary wrap fee strategies, 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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Lara S

Series 63, Series 66

Channahon, IL

Fidelity

Lara Stehlik is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been with Fidelity since 2021, progressing from Financial Consultant to Planning Consultant before her current role, which she began in 2024. Prior to joining Fidelity, Lara worked as a Financial Advisor and Branch Office Administrator at Edward Jones from 2016 to 2021, and as a Relationship Manager at JPMorgan Chase from 2014 to 2016. Throughout her career, Lara has focused on helping clients build financial plans tailored to their goals, leveraging the tools and resources available through her roles. Her experience spans various aspects of financial advising and planning, emphasizing client support and benefits consultation. Outside of her professional work, Lara enjoys board games, fitness activities, hiking, social events with friends, and volunteering.

General retirement planning Retirement income strategy Income planning
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Steven D

Series 66

Bourbonnais, IL

Thrivent Investment Management

Steven Dell is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked with Thrivent in various roles since 2020. Outside of his advisory work, Dell serves as an Associate Pastor of Youth Ministry at Grace Fellowship Church in Oak Forest, where he coordinates high school ministry programs and assists with other children's activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic analyses and planning without discretionary trading authority, focusing on a broad range of planning topics and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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Krystal T

Series 66

Bourbonnais, IL

STIFEL

Krystal Tambling is a financial advisor at Stifel with 10 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC from 2013 to 2018. Her current tenure at Stifel began in 2018. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Thomas V

Series 63, Series 66

Bourbonnais, IL

Edward Jones

Thomas Vaccaro is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and 41 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1984. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 66

Bourbonnais, IL

Wells Fargo Advisors

Donna Wascher is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has been with Wells Fargo in various capacities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she co-owns a rental property with her spouse. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and delivers tailored recommendations using proprietary research and planning tools.

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

Series 66

Wilmington, IL

Edward Jones

Christopher Scholtes is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at MetLife for 23 years before joining Edward Jones. 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 advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

General retirement planning Wealth management Educators, Teachers, and Academics Sales Professional Young Professionals Established Professionals
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Michelle D

Series 66

Channahon, IL

Edward Jones

Michelle Denoyer is a financial advisor with Edward Jones in Channahon, IL, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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Chad M

Series 66

Bourbonnais, IL

Raymond James Financial

Chad Mc Cleary is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and has a long career background that includes sixteen years at Court Street Ford. Outside of his advisory role, he is an independent contractor financial advisor with Faber Financial Group. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, and institutional clients, providing financial planning, investment consulting, and advisory services. The firm offers tailored, non-discretionary planning and supports advisory programs with a focus on technology and specialized municipal and public finance work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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James T

Series 63, Series 65

Manhattan, IL

Cetera

James Tromp is a financial advisor with Cetera in Manhattan, Illinois, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Cetera and its affiliated entities since 1992 and also owns an accounting and tax practice, James E Tromp PC CPAs, which he has operated since 1981. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program and custodial options, managing over $256 billion in assets across more than 10,000 advisors.

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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Jeffrey T

Series 66

Manhattan, IL

Cetera

Jeffrey Tromp is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 credential. He has been with Cetera since 2007 and also serves as a senior financial analyst at Navistar Inc., where he has worked since 2017. In addition to his advisory role, he is involved with BMA Management, Ltd. as an accountant. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets through a network of over 10,000 advisors.

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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Jeff S

Series 66

Bourbonnais, IL

STIFEL

Jeff Schimmelpfennig is a financial advisor with Stifel who holds a Series 66 designation and has 18 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent three years at Morgan Stanley Private Bank, National Association. Outside of his advisory role, Schimmelpfennig serves as Commissioner for the Chicagoland Collegiate Athletic Conference. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Jamie P

Series 66

Minooka, IL

Edward Jones

Jamie Prodehl is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Prodehl worked at Sable Creek Homestead LLC, Citgo Petroleum, and Starcon International. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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

Series 63, Series 66

Bourbonnais, IL

Ameriprise

Nicholas Bufford is a financial advisor with Ameriprise in Kankakee, Illinois, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He previously worked at Investment Professionals Inc before joining Ameriprise Financial Services, Inc., and then Ameriprise. Bufford serves on the boards of the YMCA of Kankakee and Limestone Youth Baseball/Softball and is a committee member of the Community Foundation of Kankakee River Valley. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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

Series 63, Series 65

Bourbonnais, IL

Wells Fargo Advisors

Joseph Romary is a financial advisor with Wells Fargo Advisors in Bourbonnais, Illinois, holding Series 63 and Series 65 designations and 29 years of industry experience. His career within Wells Fargo includes roles at Wells Fargo Advisors LLC, Wells Fargo Clearing, and Wells Fargo Advisors since 2009. He also has an ownership interest in Vista Wealth Advisors, LLC, where he is actively involved. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning.

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

Series 65

Wilmington, IL

Raymond James Financial

Michael Merten is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 65 designation and has been with Raymond James Financial Services Advisors Inc. since 2009. Outside of his advisory role, he provides accounting, bookkeeping, payroll, and tax preparation services through Chamness & Merten. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal advisory and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Carole E

Series 63, Series 65

Bourbonnais, IL

Raymond James Financial

Carole Eckberg is a financial advisor with Raymond James Financial in Bourbonnais, Illinois, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Raymond James Financial and Raymond James Financial Services since 2011. Outside of her advisory role, she works as a sales assistant and cashier at Faber Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and promotes implementation through its advisory programs and other providers, with a notable affiliation to a municipal advisor and specialized SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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