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David H

Series 65, Series 63

Warrenville, IL

OSAIC

David Hanson is a financial advisor with OSAIC in Warrenville, IL, holding Series 65 and Series 63 licenses. He has four years of industry experience, including prior roles at Woodbury Financial Services and Forty Four Financial. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct diversified portfolios managed 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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Alexander W

Series 66

Orland Park, IL

Fidelity

Alexander Wyatt is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Amazon, Charles Schwab, and served five years in the United States Marine Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Margaret M

Series 66

Orland Park, IL

Ameriprise

Margaret Mahoney is a financial advisor with Ameriprise in Orland Park, IL, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2019. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ledion I

Series 63, Series 65

Darien, IL

LPL Financial

Ledion Isufi is a financial advisor with LPL Financial in Darien, IL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is a commissioned insurance agent and also serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various allocation approaches.

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

Series 63, Series 65

Shorewood, IL

Cetera

David Odell is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at multiple firms including Delco Financial Group, Inc., and Summit Financial Group Inc. Odell is a trustee of the David/Carol O'Dell Family Foundation and the O'Dell Family Fund, both charitable nonprofit organizations. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated 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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Jennifer L

Series 66

Lisle, IL

Morgan Stanley

Jennifer Lymangood is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. It offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Connor C

Series 66

Naperville, IL

Fidelity

Connor Cigrand is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes positions at Creative Financial Staffing Inc and Amazon.com, Inc. He studied at Iowa State University from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Mark T

Series 66

Naperville, IL

Raymond James & Associates

Mark Triscik is a Series 66-credentialed financial advisor with 27 years of industry experience. He has worked at Raymond James & Associates since 2020 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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John B

CFP®, Series 63, Series 66

Naperville, IL

Edward Jones

John Bozett is a financial advisor at Edward Jones with 5 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones, he worked at Fifth Third Bank for 23 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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George E

Series 63, Series 65

Burr Ridge, IL

J.P. Morgan Securities

George Eleftheropoulos is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
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Armand P

Series 66

Warrenville, IL

Ameriprise

Armand Prestidge is a financial advisor with Ameriprise in Elburn, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as treasurer on the board of directors for Kaneland Youth Softball Little League and coaches youth softball. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security claiming options. The firm provides a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John G

CFP®, ChFC®, Series 66

Joliet, IL

Edward Jones

John Gillmann is a CFP® and ChFC® credentialed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Hometown National Bank from 2015 to 2021. 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 and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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Brian H

Series 66

Downers Grove, IL

LPL Financial

Brian Hacker is a financial advisor with LPL Financial based in Downers Grove, IL. He holds a Series 66 designation and has 15 years of industry experience. His prior roles include positions at Cetera, Megent Financial, Fidelity Investments, Edward Jones, and Wells Fargo Clearing. He also operates a business entity, Brian Hacker LLC, for non-investment-related 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with tools such as LPL Research model portfolios and various strategic allocation options.

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

Series 63, Series 65

Lisle, IL

Primerica Advisors

Cynthia Aber is a financial advisor at Primerica Advisors with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 1998. Outside of her advisory role, she owns Beanies & Booties, a business based in Lisle, Illinois. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a selection of separately managed accounts for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Cristy R

Series 63, Series 66

Orland Park, IL

J.P. Morgan Securities

Cristy Ryan is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. She has been with J.P. Morgan Securities since 2014 and has also worked with JPMORGAN Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Ryan M

Series 66

Lockport, IL

Thrivent Investment Management

Ryan Mitchell is a Series 66-credentialed advisor with Thrivent Investment Management, where he has worked since 2020. He has five years of industry experience and previously spent seven years with Buona Beef LLC. Mitchell serves as a board member of the Tinley Park Chamber of Commerce and chairs a committee for the Boy Scouts of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based planning on topics such as retirement, income tax, estate, and special needs planning, with reviews typically conducted annually and financial advisors responsible for plan delivery and updates.

Business ownership considerations
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Christina V

Series 66

Orland Park, IL

Morgan Stanley

Christina Valtierra is a financial advisor at Morgan Stanley in Orland Park, IL, holding a Series 66 credential with 1 year of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Ewa K

Series 63, Series 66

Frankfort, IL

J.P. Morgan Securities

Ewa Karim is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, NA since 2009. J.P. Morgan Securities LLC 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 brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Peggy R

Series 66

Joliet, IL

Edward Jones

Peggy Robinson is a financial advisor with Edward Jones in Joliet, IL, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2006. 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 strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

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

CFA®, Series 63

Aurora, IL

Edward Jones

Michael O'Neill is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has worked at Edward Jones since 2020 and previously spent five years at The Northern Trust Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and over 15,000 branch offices.

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