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Scott G

Series 66

Sugar Grove, IL

Raymond James Financial

Scott Gengler is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for five years and spent sixteen years at CUSD 308. Outside of advising, he owns Thomjohn Properties LLC, a business involved in residential property rental. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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

Series 66

Sandwich, IL

LPL Financial

Michael Jerkatis is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013. His prior roles include nine years at First Midwest Bank and more recent experience with Old National Bank. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Paul W

Series 63, Series 65

Big Rock, IL

Cambridge Investment Research Advisors

Paul Wedeen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he serves as a trustee for Big Rock Township in Illinois. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a variety of portfolio management and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Hunter S

Series 66

Yorkville, IL

LPL Financial

Hunter Sperling is a financial advisor with LPL Financial holding a Series 66 designation and has one year of industry experience. His prior roles include positions at Raymond James Financial, Strive Asset Management, and Milestone Wealth Design. Sperling has a background that includes work in education and trucking, as well as studies at Hillsdale College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a broad range of advisory programs and services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and various technology-driven investment solutions.

College savings (529s, UTMA, etc.)
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Gregg S

Series 63, Series 66

Oswego, IL

Edward Jones

Gregg Smallen is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Oswego, Illinois. Gregg has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Camden F

Series 66

Shabbona, IL

Cetera

Camden Foster is a Series 66-credentialed advisor with 11 years of industry experience, currently with Cetera. He has worked with Cetera and its affiliates since 2014 and also operates Foster's Financial Management, LLC and Foster's Tax & Accounting, LLC, the latter providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

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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David S

Series 66

Sugar Grove, IL

Ameriprise

David Servatius Jr. is a financial advisor with Ameriprise in Sugar Grove, IL, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Crosstown Financial Advisors LLC and Health Care Service Corporation, and he also has experience in insurance brokering and tax preparation. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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William B

Series 66

North Aurora, IL

LPL Financial

William Brauer is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and First Midwest Bank for two years. Outside of advising, he is involved in tax preparation and accounting as a CPA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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George T

Series 63, Series 66

Sugar Grove, IL

J.P. Morgan Securities

George Torres Jr. 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 JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to that, he spent ten years at FirstCash Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, delivering these services alongside affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Vanessa C

Series 66

Montgomery, IL

J.P. Morgan Securities

Vanessa Carrillo is a Series 66-licensed advisor at J.P. Morgan Securities with over 25 years of experience at JPMorgan Chase Bank, N.A. She has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors.

Wealth management Executive Founder/Business Owner
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Nicola H

Series 66

Yorkville, IL

Fidelity

Nicola Hughes is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has prior experience at Bank of America, Merrill, and Wintrust Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Daniette W

Series 63, Series 66

Yorkville, IL

Edward Jones

Daniette Williams Cerda is a financial advisor with Edward Jones in Yorkville, IL, holding Series 63 and Series 66 designations and 13 years of industry experience. Prior to joining Edward Jones in 2021, she worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A., as well as CitiGroup. Outside of her advisory role, she is involved in online activewear sales through Zyia Active. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

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

Series 63, Series 66

Montgomery, IL

J.P. Morgan Securities

Curtis Andrews is a financial advisor with J.P. Morgan Securities in Oswego, Illinois, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2011. Outside of finance, he owns Curtis Andrews Photography, LLC, focusing primarily on personal and family portraits. J.P. Morgan Securities 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Mark L

Series 63, Series 65, Series 66

Yorkville, IL

LPL Financial

Mark Larson is a financial advisor with LPL Financial and holds Series 63, 65, and 66 licenses. He has 36 years of industry experience, including roles at Wells Fargo Clearing, Bank of America, Merrill, and Scottrade. 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 brokerage services with discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Forrest W

Series 63, Series 65, Series 66

Sugar Grove, IL

Edward Jones

Forrest White II is a financial advisor with Edward Jones in Aurora, IL, holding Series 63, 65, and 66 licenses and has 26 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,000 branch offices.

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

Series 66

Sugar Grove, IL

Merrill

Lauren Zick is a financial advisor with Merrill and holds a Series 66 designation. She has seven years of industry experience and has worked at Bank of America, N.A. since 2019. Prior to that, she held roles at Circulation, Inc. and Smart Vision Labs, Inc. Lauren also has experience related to St. John's University and Tanglewood Kennels, LLC. 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, offering model-based and discretionary investment strategies for a range of individual and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Michael N

CFP®, Series 63, Series 65

Yorkville, IL

LPL Financial

Michael New is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with LPL Financial since 2021 and has also worked at BMO Harris Financial Advisors since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including retirement plan consulting and model portfolios, supported by proprietary research and third-party strategies.

College savings (529s, UTMA, etc.)
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Jacob P

Series 63, Series 66

Sugar Grove, IL

Edward Jones

Jacob Page is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Wells Fargo for eleven years before joining Edward Jones in 2023. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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David B

Series 63, Series 66

Yorkville, IL

OSAIC

David Bucciferro is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Woodbury Financial Service for 23 years prior to joining Osaic in 2024. Bucciferro is also the owner of DFB United Financial, LLC, where he sells fixed annuities and traditional life insurance products as an independent insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services with a variety of portfolio management tools and third-party solutions.

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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Connor L

Series 66

Aurora, IL

Edward Jones

Connor Longust is a financial advisor at Edward Jones in Aurora, IL, holding a Series 66 designation with four years of industry experience. His prior roles include positions at LPL Financial, LLC, Leelyn Smith, LLC, and Fifth Third Bank. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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