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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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Eric V

Series 63, Series 65

Lisle, IL

LPL Financial

Eric Vanness is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. His prior experience includes nearly two decades with Waddell & Reed, Inc. and involvement in several community and nonprofit organizations such as the American Legion Post 414 and the Association of Financial Educators. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by extensive research and technological tools.

College savings (529s, UTMA, etc.)
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Denise B

Series 63, Series 65, Series 66

Warrenville, IL

OSAIC

Denise Baranowski is a financial advisor at OSAIC with 23 years of industry experience. She previously worked at Woodbury Financial Services, Inc. for 12 years before joining OSAIC in 2024. Baranowski holds Series 63, Series 65, and Series 66 licenses. She is a principal of The Divorce Financial Group, LLC, which focuses on divorce planning and analysis. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, and institutional entities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to manage portfolios that may include various asset types on discretionary or non-discretionary bases.

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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Jason S

CFA®, Series 66

Naperville, IL

Recondite Capital LLC

Jason Stevens is the sole advisor at Recondite Capital LLC in Naperville, IL, where he has worked since 2015. He holds the CFA® designation and Series 66 license and has 13 years of industry experience. Recondite Capital LLC provides portfolio management and financial planning services to a small client base consisting of high-net-worth individuals and business or institutional clients. The firm combines discretionary portfolio management with subscription-based publications and security pricing or rating services.

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Carol A

Series 63, Series 65

Naperville, IL

Anderson Wealth Advisors LLC

Carol Anderson is the sole advisor at Anderson Wealth Advisors LLC in Naperville, IL, holding Series 63 and Series 65 licenses with 47 years of industry experience. She has worked at FSC Securities Corporation and OSAIC before founding her current firm. In addition to financial advising, she sells life insurance as an outside business activity. Anderson Wealth Advisors LLC provides fee-based financial planning and investment advice tailored to individual retirement and investment goals.

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Robert P

Series 63, Series 65

Aurora, IL

Pinnacle Financial Planning

Robert Pachciarz is the sole advisor at Pinnacle Financial Planning in Aurora, Illinois, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC and Elevated Capital Advisors, LLC. Pinnacle Financial Planning provides investment advice and financial planning to individuals, high net worth clients, trusts, and estates through recommending and monitoring third-party money managers rather than directly managing client assets. The firm combines a solicitor/referral model with fixed-fee financial planning and an affiliated insurance sales activity.

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