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Nedra S
Series 63, Series 65
Lombard, IL
Lincoln Investment
Nedra Sykes is a financial advisor at Lincoln Investment with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at VALIC Financial Advisors and AGIA. Outside of her advisory role, she is involved with Arden Enterprises, LLC, a business that provides capital for vending operations and identifies real estate opportunities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, combining strategic and tactical approaches supported by an Investment Management & Research team.
Tedd M
Series 63, Series 65
Downers Grove, IL
Principal Financial Services
Tedd Muersch Jr. is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been with Principal Financial Services since 2016 and has a background with Principal Life Insurance Company dating to 2009. Outside of his advisory role, he is involved in the sale and service of fixed life and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various adviser and promoter arrangements.
David B
Series 66
Downers Grove, IL
Principal Financial Services
David Bowles is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at notable firms including TIAA-CREF, Bank of America, Merrill, TD Ameritrade, and Scottrade. Bowles is based in Downers Grove, Illinois. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various advisory and promoter arrangements.
John B
Series 65
Wheaton, IL
Brookstone Capital Management LLC
John Bromfield is a financial advisor with Brookstone Capital Management LLC in Wheaton, IL, holding a Series 65 credential and three years of industry experience. Prior to joining Brookstone Capital Management in 2023, he worked at JP Morgan Chase for three years and ServiceLink for four years. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a turnkey asset management platform and offers discretionary portfolio management through strategic and dynamic asset-allocation models, incorporating ETFs, mutual funds, individual securities, options-enhanced strategies, and proprietary funds.
Brian W
Series 66
Lombard, IL
Lincoln Investment
Brian Wyzgowski is a financial advisor at Lincoln Investment with a Series 66 designation and four years of industry experience. His prior roles include positions at LPL Financial, Cambridge Investment Research, and Christian Financial Credit Union. He also has experience outside the advisory industry, including employment with Signet Jewelers and Hollister. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services utilizing both strategic and tactical approaches, and manages approximately $22.9 billion in advisory assets.
Thomas W
Series 65
Wheaton, IL
Brookstone Capital Management LLC
Thomas Wolek is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2023. His prior experience includes roles at Wealth Financial Services & Tax Advisory, Pennsylvania State University, Essendant, and The Home Depot. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.
Maria F
Series 63, Series 66
Algonquin, IL
Ameritas Advisory Services, LLC
Maria Fessler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and METLIFE Securities Inc. since 2015. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs, combining in-house model portfolios and third-party managers, with a platform that integrates with Ameritas affiliates and financial institutions.
Roger F
Series 65
Wheaton, IL
Brookstone Capital Management LLC
Roger Fuhrman is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016. Fuhrman is also a professor at North Central College and is involved with Simplicity Financial Marketing. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.
Christopher L
CFP®, Series 63
Wheaton, IL
Benjamin F. Edwards & Company, Inc.
Christopher Larrabee is a CFP®-certified financial advisor with 38 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2016. Outside of his advisory role, he works as an agent for his step-mother in an investment-related capacity. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a broad client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies and operates both as a registered investment advisor and broker-dealer.
Vanessa R
Series 65
Wheaton, IL
Brookstone Capital Management LLC
Vanessa Retter is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. She holds a Series 65 designation and has worked at Brookstone since 2021. In addition to her advisory role, she is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.
Jacklyn C
Series 63, Series 66
West Dundee, IL
ROCKEFELLER FINANCIAL Llc
Jacklyn Celano is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley from 2017 to 2023. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting, operating both as a registered broker-dealer and providing a range of investment and placement services through its integrated platform.
William P
Series 63, Series 66
Wheaton, IL
Benjamin F. Edwards & Company, Inc.
William Parrilli is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Benjamin F. Edwards since 2016, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Parrilli serves as a board member of the Northern Illinois Shooters Association, where he helps organize matches and manage scoring. Benjamin F. Edwards & Company provides investment advice and related services to individual, retirement plan, trust, estate, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining discretionary and non-discretionary programs with ongoing due diligence and portfolio monitoring.
Gregory K
CFP®, Series 66
Downers Grove, IL
Independent Financial Group, LLC
Gregory Kurinec is a CFP® with 20 years of industry experience, currently serving at Independent Financial Group, LLC since 2010. He also works as an independent contractor providing legal services related to estate planning and holds a position as an Illinois insurance agent. Kurinec volunteers as a public speaker for the Society for Financial Awareness and serves as a board member of the International Association of Registered Financial Consultants. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets under management.
Jacob S
Series 66
Roselle, IL
NEwEdge Advisors
Jacob See is a financial advisor with NewEdge Advisors, holding a Series 66 designation and three years of industry experience. His work history includes roles at NewEdge Advisors and LPL Financial, as well as prior experience outside the financial sector. He is involved in tax preparation and accounting as a tax assistant in addition to his advisory duties. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a broad range of portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.
Alexander F
CFP®, Series 63, Series 66
Wheaton, IL
Benjamin F. Edwards & Company, Inc.
Alexander Fernbach is a CFP® professional with three years of industry experience, currently with Benjamin F. Edwards & Company, Inc. Prior to joining Benjamin F. Edwards, he held roles at Schumann Financial, CETERA Financial Specialists LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. He also has experience outside financial services, including a two-year period at Bowling Green State University. Benjamin F. Edwards & Co. provides investment advice and related services to a diverse client base including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining discretionary and non-discretionary programs with in-house trading and multiple service offerings.
Marta K
Series 63, Series 65
Elgin, IL
PNC Wealth Management
Marta Krupa is a financial advisor with PNC Wealth Management in Elgin, IL, holding Series 63 and Series 65 credentials and 17 years of industry experience. She previously worked at PNC Investments LLC for 10 years before joining PNC Wealth Management in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account available to select employees that uses algorithmic risk assessment and approved model strategies managed by PNC or third parties.
Michael L
Series 63, Series 65
Wheaton, IL
Brookstone Capital Management LLC
Michael Lemaich is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Brookstone Capital Management since 2013 and also owns Global Fund Management LLC, where he acts as an insurance agent. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services through a turnkey asset management platform and wrap-fee program, serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and TAMP services.
Chad S
Series 63, Series 66
Downers Grove, IL
Principal Financial Services
Chad Sturtz is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Principal Securities Inc. since 1997 and Principal Life Insurance Company since 1996. Outside of his advisory work, he owns Sturtz Farm, LLC, which focuses on corn and soybean production. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Sandra G
Series 65
Schaumburg, IL
Bankers Life Advisory Services, Inc.
Sandra Gentry is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 65 designation and has five years of industry experience. She has worked at Bankers Life Advisory Services since 2020 and has been with Bankers Life & Casualty since 2014. In addition to her advisory role, she serves as a unit field trainer agent for Bankers Life and Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.
Brian V
CFP®, Series 66
Wheaton, IL
Benjamin F. Edwards & Company, Inc.
Brian Vanderlugt is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2010. He holds the Series 66 designation and is based in Wheaton, Illinois. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.
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