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Justin E

Series 66

Naperville, IL

Cetera

Justin Elder is a financial advisor at Cetera with seven years of industry experience and a Series 66 designation. He has held roles at multiple firms since 2019, including Elder Wealth Management, LLC, and currently serves as a member of Brightpoint Financial LLC. Outside of financial services, he owns Chicago Game Night, an event planning business, and serves on the boards of Moose & Me Baking Company, a nonprofit employing adults with disabilities, and Front Porch Ministries. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors. The firm serves a diverse client base and offers a multi-manager platform with a range of portfolio management and retirement services.

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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William V

CFP®, Series 63

S Barrington, IL

Cetera

William Vlazny is a CFP® with 27 years of industry experience, currently serving at Cetera. He has been affiliated with Cetera and its related entities since 1998 and operates South Barrington Tax & Financial Services, where he manages tax preparation and related financial services. Vlazny also holds leadership roles in multiple firms, including Holistic Wealth Management Group, Ltd., where he serves as president. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving diverse clients ranging from individuals to institutional accounts. The firm offers a variety of portfolio management and retirement services through multiple program structures and third-party 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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Timothy L

Series 66

Lisle, IL

Merrill

Timothy Luby is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Naperville/Lisle branch. He works as part of the Fair, Wauters Group, collaborating with a team to provide tailored financial guidance and wealth management strategies for individuals, families, and small business owners. His approach emphasizes transparency, accountability, risk management, and proactive education to help clients make informed financial decisions. Since entering the financial industry in 2015, Timothy has focused on investment management, client service, and comprehensive wealth planning, including corporate benefits, executive and equity compensation, family wealth management, personal retirement planning, tax minimization, and socially responsible investing. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, is a Certified Plan Fiduciary Advisor (CPFA), and a Personal Investment Advisor (PIA). Timothy earned his bachelor's degree from Illinois Wesleyan University. Outside of his professional responsibilities, Timothy is involved with the Midwest Shelter for Homeless Veterans. He enjoys adventure sports, biking, running marathons, cooking, and spending time with his family. He lives in Wheaton with his wife Elise, their children, and their black Labrador.

Wealth management Tax-loss harvesting Retirement income strategy Social Security optimization ESG / Sustainable investing Parents Mid-Career Professionals Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Kevin S

Series 63, Series 66

Saint Charles, IL

LPL Financial

Kevin Senechalle is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked for nine years at Infinex Investments Inc. at Allied First Bank. He holds Series 63 and Series 66 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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John M

Series 66

Naperville, IL

Ameriprise

John Muldoon is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in managing business operations for several entities, including JAG Holdings, LLC and Davis Parkway Group LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm integrates investment research, third-party data, and algorithmic tools to support its planning process, with a product ecosystem that includes Columbia and RiverSource sub-advised options.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Dustin H

Series 66

Naperville, IL

Wells Fargo Advisors

Dustin Husarik is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding a Series 66 designation and bringing nine years of industry experience. His career includes multiple roles within Wells Fargo entities as well as a position at DeVry University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo’s research and tools to develop tailored recommendations across various specialized planning areas.

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

Series 66

Geneva, IL

Raymond James Financial

Clay Terry is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2018. He is also involved as an associate with Terry Investment Group, Inc., where he provides non-investment-related support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary investment consulting and supports a wide network of advisors and affiliated firms.

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

Series 66

Elgin, IL

Edward Jones

Anja Gribhofer Decker is a financial advisor at Edward Jones in Elgin, IL, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Nosco and Constantia Flexibles Sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering 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) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Maxwell M

Series 66

Naperville, IL

Ameriprise

Maxwell Mc Callum is a financial advisor at Ameriprise in Naperville, IL, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Amazon and in education within Indian Prairie School District 204. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Anthony C

Series 66

West Chicago, IL

Edward Jones

Anthony Crespo is a financial advisor at Edward Jones with a Series 66 designation and less than one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles across several school districts from 2015 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Founder/Business Owner Intergenerational Families Divorced
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David D

Series 63, Series 65

St. Charles, IL

OSAIC

David Draper is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Draper serves as vice president of Western Catholic Union Branch 100, assisting with fundraising and organizational activities. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services and employs asset-allocation tools and third-party platforms to manage portfolios that can include stocks, bonds, mutual funds, ETFs, and alternative investments.

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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Michael A

Series 66

Lisle, IL

Morgan Stanley

Michael Alaimo is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliates since 2009. His work history includes roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and methodologies to support its advisory services.

General estate planning guidance
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Joseph M

Series 66

South Elgin, IL

LPL Financial

Joseph Mchugh Sr. is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at FSC Securities and Accenture, LLP. He is also involved in tax preparation and accounting through McHugh & Riley Limited. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations via a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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

Series 66

Naperville, IL

Merrill

Wesley Shipe is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A., and Merrill since 2017. Prior to that, he was employed at Western Courier and Shipe Construction. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies and serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Frank G

Series 63, Series 65

Naperville, IL

LPL Financial

Frank Grote is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has worked at LPL Financial since 2021 and concurrently at BMO Bank NA since 2015. 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 and financial planning services, utilizing model portfolios and research to support diversified investment strategies.

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

Series 66

Naperville, IL

Cetera

Paul Stabrowski is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 66 designation and has worked at Cetera and Cetera Financial Specialists LLC since 2012. In addition to his advisory role, he is a partner at Stabrowski & Associates Ltd, a CPA firm based in Naperville, IL. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and custodial relationships.

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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Margaret R

CFP®, Series 63, Series 66

Warrenville, IL

OSAIC

Margaret Remlinger is a CFP® with 33 years of experience in the financial services industry. She has worked at Osaic since 2024 and previously spent 11 years with Woodbury Financial Services Inc. She is involved in a family-owned corporation related to Medicare supplement insurance, with plans to obtain her Medicare license. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

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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Michelle J

Series 63, Series 65

Lisle, IL

Morgan Stanley

Michelle Jennings is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Jennings also serves as a trustee and co-trustee for investment-related trusts in Illinois and Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

General estate planning guidance
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Scott L

Series 63, Series 66

Geneva, IL

Edward Jones

Scott Lange is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to that, he was employed by Ohio National Equities Inc and Ohio National Financial Services from 2011 to 2018. 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 investment solutions, including wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired 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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