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Jeanette M

Series 63, Series 66

Woodstock, IL

Benjamin F. Edwards & Company, Inc.

Jeanette Murray is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 66 registrations and has 27 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party models.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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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.

Passive / index investing Active portfolio management Wealth management Executive
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Judith N

Series 63, Series 66

Crystal Lake, IL

Lincoln Investment

Judith Noffke is a financial advisor at Lincoln Investment with 25 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at J.P. Morgan Securities, Northwestern Mutual Investment Services, Cadaret Grant & Co., and Thrivent Investment Management. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to model portfolios and third-party managers, with investment strategies supported by an in-house Investment Management & Research team.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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Danielle P

Series 63, Series 66

Lake in the Hills, IL

J.P. Morgan Securities

Danielle Prigge is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and having 12 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a written asset allocation advice program supported by centralized due diligence and a combination of quantitative and qualitative research.

Founder/Business Owner
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Ryan L

Series 66

Elgin, IL

Robert Baird & Co.

Ryan Le Blanc is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, he worked at The Barn & Vineyard and Children's Plus Inc. He also spent six years at Beecher High School. Ryan is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, employing a mix of manager-traded and model-traded investment strategies along with tax-management and direct-indexing capabilities.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Lawrence G

CFP®, ChFC®, Series 66

Crystal Lake, IL

Edward Jones

Lawrence Grzybek is a financial advisor with Edward Jones in Crystal Lake, Illinois, holding the CFP®, ChFC®, and Series 66 designations. He has 20 years of industry experience, all with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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David L

CFP®, Series 66

McHenry, IL

Edward Jones

David Lammers is a Certified Financial Planner (CFP®) with 15 years of industry experience. He has been with Edward Jones since 2010. 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 wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Tyler S

Series 66

Elgin, IL

Edward Jones

Tyler Sawyer is a financial advisor at Edward Jones in Elgin, Illinois, holding a Series 66 designation with one year of industry experience. His prior work history includes roles outside the financial sector, including five years at Batteries Plus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Military & Veterans
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Joshua K

Series 63, Series 66

Genoa, IL

Edward Jones

Joshua Kubiak is a financial advisor with Edward Jones in Genoa, Illinois, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2009. Kubiak serves as president of the City of Genoa Police Pension Board, where he participates in decisions regarding pension fund allocations and obligations. 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, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

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

Series 66

South Barrington, IL

Charles Schwab

Mc Kenzie Quinn is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to joining Charles Schwab, Quinn held roles at Jonny Cabs, Coopers Hawk Winery and Restaurant, Dave and Busters, and American Airlines. Quinn is also involved with Jonny Cabs and Coopers Hawk Winery and Restaurant outside of the financial sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach alongside centralized custody and operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Abraham C

CFP®, Series 66

McHenry, IL

Cetera

Abraham Chidalek is a CFP® with 19 years of experience in financial services. He is currently with Cetera and has held prior roles at Avantax Advisory Services and 1st Global Advisors. In addition to his advisory work, he serves on the finance committee of St. James Parish in Arlington Heights, providing financial consultation to the pastor. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, and charitable clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money 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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Kenneth P

Series 63, Series 65

Crystal Lake, IL

OSAIC

Kenneth Pawula is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2016, following roles at StoneX Advisors Inc. and Wrp Investments, Inc. He is also the owner of Pawula Financial Group, where he provides financial advice to individuals, families, and small companies and offers life and health insurance products. OSAIC Wealth serves a diverse range of clients, including retail investors, retirement plans, charities, and corporate entities, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and rebalancing strategies.

Annuities Private / alternative investments
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Michael D

Series 66

Crystal Lake, IL

Merrill

Michael Di Bari is a Series 66-licensed advisor with Merrill in Crystal Lake, IL. He joined Merrill and Bank of America in 2026 and has prior work experience spanning various industries including hospitality and education. Merrill, together 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Mark L

Series 66

Crystal Lake, IL

LPL Financial

Mark Lechowicz is a financial advisor with LPL Financial, holding a Series 66 designation and more than 21 years of industry experience. His prior firms include Cetera Advisor Networks, Cetera Wealth Services, Investment Advisors International, and Ameriprise. He has experience teaching at McHenry County College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, using various model portfolios and strategies supported by technology tools for operational and research purposes.

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

Series 63, Series 66

Woodstock, IL

Merrill

Suzann Schroeder is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Merrill since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Tax-loss harvesting Active portfolio management Wealth management
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John W

Series 66

Elgin, IL

Robert Baird & Co.

John Wedell is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 19 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, Wedell serves as a golf coach for the Judson University golf team and acts as treasurer for the Conifer Cove condominium association in Warrenville, IL. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through various investment management and financial planning services. The firm combines manager-traded and model-traded strategies with tax-management and direct-indexing capabilities, supported by internal research and ongoing manager oversight.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Samantha L

Series 66

Crystal Lake, IL

LPL Financial

Samantha Lerette is a financial advisor with LPL Financial in Crystal Lake, IL, holding a Series 66 designation and 15 years of industry experience. She has also worked at Cetera Advisor Networks and has been associated with Exemplar Financial Network for over two decades. In addition to her advisory role, Lerette operates Exemplar Accounting & Tax Advisors, providing tax preparation and accounting services. 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 programs, including financial planning and model portfolio strategies, supported by extensive research and operational tools.

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

Series 66

Streamwood, IL

Merrill

Debleena Chaudhuri is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Bank of America, Merrill, and US Bank since 2018. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Steven W

Series 66

South Elgin, IL

Edward Jones

Steven Whiting II is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at WFGIA/Transamerica Financial Advisors and several major airlines, such as American Airlines Group, National Airlines, FedEx, and United Airlines. 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 nationwide network of more than 23,000 financial advisors. The firm combines a large retail advisor and branch presence with affiliated capabilities, including a trust company and proprietary funds, operating under a fiduciary standard.

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

Series 66

Bartlett, IL

Fidelity

Jeremy Meinhardt is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Kindred Healthcare. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods, AI technologies, and its registered role with the CFTC as a commodity pool operator.

Charitable giving & philanthropy Active portfolio management
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