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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 Multi-generational wealth transfer Wealth management 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 at Equitable Advisors with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Stifel Independent Advisors, LPL Financial, and Wayne Hummer Investments. Outside of his advisory role, he serves on the Lemont Fire Department Pension Board and acts as treasurer for the Lemont Firemen's Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers, with access to a broad range of investment products and fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Ryan B

Series 66

Joliet, IL

LPL Financial

Ryan Breytspraak is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at TruStage, Gerald Ford, College Fresh, Goodwill, Butler University, Abbey Farms, and Batavia High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by extensive technology tools and manages over $819 billion in discretionary assets through a large network of advisors.

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

Series 63, Series 66

Lisle, IL

Merrill

Matthew Brown is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial objectives and develop strategies to pursue their short-, mid-, and long-term goals. He provides guidance on a range of financial topics including investing, retirement planning, and emergency savings. Additionally, he offers clients access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Matthew holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Roanoke College. His approach centers on helping clients identify what matters most to them and their families in order to tailor financial strategies that align with their priorities.

General retirement planning Wealth management Income planning
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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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Tyler S

Series 66

Naperville, IL

Raymond James Financial

Tyler Selvy is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Mountain Street Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm uses analytical tools such as deterministic and probability modeling to tailor planning and consulting services to client goals and supports a large advisor network with diverse advisory programs.

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

Series 66

Naperville, IL

Merrill

Landon Thompson is a financial advisor with Merrill in Naperville, IL, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Bank of America and GRN Winfield. Outside of his advisory work, he is involved in several entrepreneurial ventures including owning a podcast focused on marriage and parenting, consulting in digital marketing for small businesses, and marketing nutritional supplements. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, and institutional accounts using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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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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Brian M

Series 63, Series 66

Downers Grove, IL

LPL Financial

Brian Mcpartlin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Chase Investment Services Corp. He operates a DBA for his LPL business, HighPoint Planning Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of more than 22,800 advisors and extensive operational resources.

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

Series 63, Series 65

Naperville, IL

Merrill

Harvey Saint Jean is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. His prior firms include Morgan Stanley, Robinhood Markets, and Bank of America. Outside of his advisory work, he owns and operates DJ Major, a sole proprietorship providing music entertainment and digital content creation services. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of individual and institutional clients.

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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Seth P

Series 63, Series 65

Warrenville, IL

Raymond James Financial

Seth Pietrini is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 20 years of industry experience. He previously worked at Invesco Advisers, Inc. and Powershares Capital Management. Pietrini is also the owner and operations manager of Legacy Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients, offering tailored non-discretionary planning and consulting through analytical tools and various advisory programs.

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

Series 63, Series 66

Sugar Grove, IL

Edward Jones

Jacob Page is a financial advisor at Edward Jones with a Series 63 and Series 66 license and six years of industry experience. He worked at Wells Fargo for eleven years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Lori G

Series 66

Oswego, IL

LPL Financial

Lori Galbraith is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. Her career includes roles at Fifth Third Securities, First Midwest Bank, Waddell & Reed, and Infinex Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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

Series 66

Lisle, IL

LPL Financial

Nicholas Styczen is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at SPC, Sigma Financial Corporation, Ameriprise, and A.G. Edwards & Sons. Nicholas also owns Styczen Financial Inc., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its advisors.

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

Series 66

Naperville, IL

Wells Fargo Advisors

Gabriel Siracusano is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 66 designation and is based in Naperville, Illinois. He has been with Wells Fargo Advisors since 2023 and has a background as a student spanning 20 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and tailored recommendations using Wells Fargo research and planning tools.

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

Series 63, Series 65

Naperville, IL

LPL Financial

Diane Williams is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has worked at LPL Financial since 2020 and previously held roles at Avantax Investment Services and Avantax Advisory Services. Outside of her advisory work, she prepares individual income tax returns through her involvement with Susan S. Lewis, Ltd., a CPA firm. 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 a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by advanced operational tools and a broad platform that includes insurance and banking partnerships.

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