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David O

Series 66

Naperville, IL

LPL Financial

David Olson is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at BMO Harris Financial Advisors and BMO Harris 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. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various technology-driven solutions.

College savings (529s, UTMA, etc.)
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Michael H

Series 66

Aurora, IL

Edward Jones

Michael Hatch is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. 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 and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

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

Series 66

Shorewood, IL

Edward Jones

Joshua Ruland is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Minooka CCSD 201 from 2016 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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Colin V

Series 66

Darien, IL

OSAIC

Colin Vorreyer is a financial advisor with OSAIC who holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Northpoint Financial Group and several years at the University of Wisconsin - Whitewater and Downers Grove South. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.

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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Malini M

Series 63, Series 66

Naperville, IL

J.P. Morgan Securities

Malini Murali is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, previously employed by Oxford Bank and Trust and Naperville School District 203. 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 affiliated brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Eric C

CFP®, Series 66

Naperville, IL

Edward Jones

Eric Crane is a CFP® and Series 66-registered advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Thermo Fisher Scientific, ECC Insurance Brokers, and Brown & Brown Insurance. Outside of his advisory work, he is a member of Lighthouse Investments, LLC, a real estate business based in Savannah, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Startup equity planning Business ownership considerations Business Financial Management Retirement income strategy Founder/Business Owner
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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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Clarence W

Series 66

Naperville, IL

Fidelity

Clarence Welton is a Financial Consultant currently serving at Fidelity since 2020. He has a background in financial services and management, having previously worked as Managing Partner at INOJ Strategic Acquisitions LLC from 2014 to 2020, and as Financial Center Manager and Assistant Vice President at Fifth Third Bank from 2009 to 2014. His professional focus includes helping clients achieve peace of mind, family security, and comprehensive financial planning to support retirement goals. Drawing from his experience as a family man and veteran, Clarence emphasizes building strong relationships to create financial plans that address current needs and future generational goals. Outside of his professional role, Clarence has interests in family activities, gardening, military service, music, parenthood, and reading.

General retirement planning Wealth management
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Jason H

CFP®, Series 66

Joliet, IL

Edward Jones

Jason Hall is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Life Time Fitness for 14 years. He serves as Secretary on the board of the Mental Health Matters Fund. 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 with a large nationwide network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Professional Athlete
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Justin B

Series 66

Oswego, IL

Edward Jones

Justin Broderick is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Edward Jones, where he has worked since 2026. His prior experience includes roles at JPMorgan Chase Bank, Ameriprise/Eric M Larson & Associates, Fisher Investments, William Blair, and Amazon. 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 solutions, 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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Ronald L

Series 63, Series 65

Joliet, IL

Equitable Advisors

Ronald Lambert is a financial advisor with Equitable Advisors in Joliet, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Stifel Independent Advisors, LPL Financial, and Wayne Hummer Investments. Outside of his advisory career, Lambert serves as a board member on the Lemont Fire Department Pension Board and is treasurer of the Lemont Firemen's Association, where he helps preserve the department’s history and supports local causes. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and endorses multiple third-party managers, offering both discretionary and non-discretionary investment solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Ryan B

Series 66

Joliet, IL

LPL Financial

Ryan Breytspraak is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked with TruStage, Gerald Ford, and College Fresh. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Elvia D

Series 66

Bolingbrook, IL

UBS Financial Services

Elvia Delgadillo is a financial advisor at UBS Financial Services with 18 years of industry experience and holds a Series 66 designation. She has worked at UBS Financial Services since 2014, with a brief tenure at FTX US in 2021 and a two-year period of unemployment. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Keith H

Series 63, Series 66

New Lenox, IL

Cetera

Keith Hearns is a financial professional with 36 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has worked at Cetera and its affiliated entities since 2019, with earlier experience at Summit Financial Group and James Hearns And Associates, where he has been a partner since 1986. Outside of finance, Hearns is involved in accounting, bookkeeping, and tax services through his partnership in James E Hearns and Associates, LLC, and participates in cattle and grain farming through the Wilson Hearns Farm Partnership. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with program options spanning from automated allocations to custom strategies.

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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Patrice K

Series 66

Naperville, IL

Thrivent Investment Management

Patrice Kimble is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America. Prior to her financial services career, she was involved in small business operations including Serenity Day Spa and A & V Homecare Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics without portfolio management or discretionary trading authority.

Business ownership considerations
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Harvey S

Series 65, Series 63

Naperville, IL

Merrill

Harvey Saint Jean is a financial advisor at Merrill with Series 65 and Series 63 credentials and two years of industry experience. His prior work includes positions at Bank of America, Morgan Stanley, and Robinhood Markets. Outside of finance, he owns and operates DJ Major, a sole proprietorship providing DJ services and digital content creation. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Bradford R

Series 63, Series 65

Plainfield, IL

Ameriprise

Bradford Richardson is a financial advisor with Ameriprise in Plainfield, IL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise since 2005 and also maintains a long-term affiliation with Ellis & Associates. Outside of his advisory work, he serves as a football official on a part-time basis. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, written recommendations through a centralized consulting team. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Todd A

Series 66

Joliet, IL

Ameriprise

Todd Abramson is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Calamos Advisors LLC, Edward Jones, and Northern Trust. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining algorithmic modeling and tax-efficient strategies to provide tailored, written recommendation reports delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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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Christine M

Series 66

Downers Grove, IL

Edward Jones

Christine Mountain is a financial advisor with Edward Jones in Downers Grove, IL, holding a Series 66 designation and three years of industry experience. She previously worked with WeReadsBox from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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