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Donna H

CFP®, Series 63, Series 65

Ottawa, IL

Raymond James Financial

Donna Hunt is a CFP® with 33 years of experience in the financial industry. She is currently associated with Raymond James Financial Services Advisors, Inc. and also serves as Operations Manager at Armstrong & Associates, Inc., where she assists financial advisors. Her career includes long-term roles at First Ottawa Financial Corporation and The First National Bank of Ottawa. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports its clients with advanced analytical tools, municipal advisory services, and customizable retirement plan programs.

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

Series 63, Series 66

Ottawa, IL

Edward Jones

Mark Platt is a financial advisor with Edward Jones in Ottawa, IL, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Platt serves on the boards of Wallace Grade School and the Ottawa YMCA. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supporting a large nationwide network of financial advisors.

General retirement planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Jeffrey P

Series 66

Peru, IL

Edward Jones

Jeffrey Puetz is a financial advisor with Edward Jones, holding a Series 66 designation and over 10 years of industry experience. He has been with Edward Jones since 2016 and also has experience at Jeff Perry Buick GMC since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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.

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

Series 66

Ottawa, IL

Edward Jones

Kimberly Krueger is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she is the president and treasurer of Traegonia Inc., a company that owns trademarks for a middle-grade fantasy book series. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with an extensive nationwide network of advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Stacy N

Series 63, Series 65

La Salle, IL

OSAIC

Stacy Newell is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes long-term roles with AIG Financial Advisors, AIG American General Life Insurance Company, and American General Securities Incorporated. She is a partner at Hueneburg Financial Group, a securities and insurance firm, and serves on the finance committee and foundation board of Horizon House, a nonprofit supporting developmentally disabled adults. OSAIC serves a diverse client base ranging from individual and high-net-worth investors to corporations and charitable organizations, offering integrated brokerage and advisory services along with multiple investment platforms and third-party money manager access. The firm employs a variety of tools and strategies, including automated rebalancing and risk tolerance assessment, to manage portfolios across discretionary and non-discretionary accounts.

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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Steven L

Series 66

Spring Valley, IL

Edward Jones

Steven Lamis is a financial advisor at Edward Jones in Spring Valley, Illinois, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, he owns and manages several rental properties and leads Lamis Properties, LLC, which holds rental real estate assets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

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

CFP®, Series 66

Ottawa, IL

Edward Jones

Andrew Blackburn is a financial advisor with Edward Jones in Ottawa, IL, holding CFP® and Series 66 designations. He has nine years of industry experience, all with Edward Jones since 2017, following two years as a student. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Raymond W

Series 63, Series 65

Peru, IL

Cetera

Raymond Weber is a financial advisor with Cetera holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Cetera and its related entities since 1992 and owns Weber Accounting and Investment Services, LLC, which manages a CPA practice alongside investment services. In addition, he is involved in fixed insurance sales and serves as president of Progress Professional Center. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts, through a large network of independent advisors. The firm offers various portfolio management and financial planning services, providing access to multiple program structures and third-party money 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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Mark W

CFP®, Series 63, Series 65

La Salle, IL

LPL Financial

Mark Witek is a CFP® with 42 years of experience in the financial industry and has been with LPL Financial since 1986. He operates out of La Salle, Illinois, and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is involved with Investment Planning, Inc., a holding corporation for accounting purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various advisor tools and broad non-advisory financial activities.

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

CFP®, Series 66

Ottawa, IL

Edward Jones

Blake Baker is a CFP® and holds the Series 66 designation, with 11 years of experience in the financial industry. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and investment options, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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