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Ryan G
Series 66
Mokena, IL
AdvisorNet Wealth Partners
Ryan Gandurski is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 license. He has 20 years of industry experience, with prior roles at Cetera Wealth Services, LLC and McCabe & Associates, Inc. Outside of his advisory work, Gandurski coaches a 15U youth baseball team and serves on the advisory school board at St. Judes Catholic School. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and employs both discretionary and non-discretionary management.
Paul G
Series 65
Mokena, IL
First Advisors National, LLC
Paul Gnap is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and seven years of industry experience. He previously worked at Lupo Securities for eight years and has operated his own business since 1995. Outside of his advisory role, he serves as a salaried trader for Galnet Asset Management, a hedge fund based in Frankfort, IL. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to support recommendations of individual securities.
Mark G
Series 63, Series 65
Palos Heights, IL
First Advisors National, LLC
Mark Gordon is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been involved with Noble Marketing Partners since 2013, where he also serves as an independent insurance agent. Additionally, he owns Gordon & Baird, Inc., through which he executes customer orders as an options broker without providing investment advice or dealing with the general public. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm employs a discretionary management approach that emphasizes third-party money managers alongside fundamental analysis and formal annual reviews to maintain portfolio suitability.
John R
Series 66
Chicago Heights, IL
ON Investment Management CO
John Rhode is a financial advisor at ON Investment Management CO with 11 years of industry experience. He holds a Series 66 designation and has worked at Ohio National Financial Services and The O.N. Equity Sales Company since 2018. Outside of his advisory role, he is involved in insurance sales and mortgage financing, working with realtors and builders to assist homebuyers. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs and manages client assets through both discretionary and non-discretionary advisory relationships.
Zachary M
CFP®, CFA®, Series 66
Mokena, IL
AdvisorNet Wealth Partners
Zachary Morgan is a financial advisor at AdvisorNet Wealth Partners with four years of industry experience. He holds the CFP® and CFA® designations, along with a Series 66 license. Prior to joining AdvisorNet Wealth Partners in 2022, he worked at Northern Trust for five years. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm manages diversified portfolios through equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management arrangements.
Uma M
Series 66
Frankfort, IL
Stonex Advisors Inc.
Uma Murthy is a financial advisor at StoneX Advisors Inc. with 25 years of industry experience. She holds a Series 66 designation and has been with StoneX Advisors and its related entities since 2019. Outside of her advisory role, she owns and manages several medical student placement services and an insurance brokerage specializing in health, life, and property and casualty insurance. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through independent advisors and an in-house Private Client Group. The firm uses diverse strategies, including proprietary models and third-party money managers, supported by integrated execution and custody capabilities as part of the larger StoneX Group.
Timothy M
CFP®, Series 63
Mokena, IL
AdvisorNet Wealth Partners
Timothy Mccabe is a CFP® professional with 45 years of industry experience, currently serving at AdvisorNet Wealth Partners since 2019. He previously worked at Cetera Wealth Services, LLC and McCabe & Associates, Inc. Outside of advisory work, he is also licensed as an insurance agent specializing in life, health, disability, annuities, and long-term care products. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies using equities, fixed income, mutual funds, ETFs, and may include sub-advisors or internal model portfolios to meet client objectives.
Donald Z
CFP®, Series 66
New Lenox, IL
Sowell Management
Donald Zolfo is a CFP® certificant with 12 years of industry experience, currently serving as an advisor at Sowell Management since 2020. He previously worked at 83rd Street Wealth Management, LLC from 2016 to 2020. Outside of advisory work, he is also involved in insurance sales and service, dedicating time to that activity outside trading hours. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple investment management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.
Eric M
Series 63, Series 65
Mokena, IL
IP Financial Advisory Services LLC
Eric Medina is a financial advisor at IP Financial Advisory Services LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services since 2019, with prior roles at CFD Investments Inc and Creative Financial Designs. Outside of his advisory work, Medina serves as a high school tennis coach at Bishop Noll. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized investment strategies and specialized advisory services, including actuarial and insurance consulting, emphasizing non-high-net-worth investors and retirement plan participants.
Oduardo P
Series 63, Series 65
Joliet, IL
Interactive Financial Advisors
Oduardo Periu is a financial advisor at Interactive Financial Advisors with 24 years of industry experience. He has been with Interactive Financial Advisors since 2005 and previously worked at Citgo for over three decades. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and primarily uses ETFs and mutual funds, applying Modern Portfolio Theory and fundamental analysis in its investment approach.
Jennifer P
Series 63, Series 65
Joliet, IL
Capital Analysts
Jennifer Prosise is a financial advisor with Capital Analysts in Joliet, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Lincoln Investment Planning, Inc. since 2011 and The Voyager Group, Ltd since 2007. Prosise is active beyond advisory services as the owner of Proise Consulting, Inc., focusing on student loan consolidation and repayment strategies, serves as Vice President of the National Tax-Deferred Savings Association, and is Treasurer and a board member of the Estate Planning Council of Joliet. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and institutions, offering portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice. The firm’s investment management combines discretionary in-house strategies and non-discretionary advisor-managed approaches, supported by proprietary mutual fund screening and comprehensive institutional relationships.
Michael M
Series 63, Series 65
Mokena, IL
Gradient Advisors, LLC
Michael Moylan is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Gradient Advisors since 2012 and is also a partner in Advanced Planning Advisors, a firm focused on insurance and retirement planning, which he co-founded in 2010. Moylan has over 30 years of experience through his ownership of Moylan Agency. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.
Roland S
Series 63, Series 65
Olympia Fields, IL
Valic Financial Advisors
Roland Szilard is a financial advisor with Valic Financial Advisors in Olympia Fields, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 2006 and is also affiliated with Agia since 2022. Outside of his advisory role, Szilard serves as a board member involved in organizing youth soccer training and play activities and acts as a youth soccer referee. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to support its client base of nearly 300,000 across more than 1,200 advisors.
Dennis B
Series 65, Series 66
Romeoville, IL
Foundations Investment Advisors LLC
Dennis Breier is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and possessing 12 years of industry experience. He has worked at firms including Guardian Estate Solutions, Fifth Third Securities, and Citigroup Global Markets. Outside of financial advising, Breier is involved in funeral arrangement services through Modell Funeral Home, where he manages pre-planning and prepaid funeral contracts. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios and an asymmetric rebalancing approach, and works through a broad network of affiliated offices and representatives.
Krystal W
CFP®, Series 63
Joliet, IL
Commonwealth Financial Network
Krystal Wyss is a CFP® professional with three years of industry experience, currently affiliated with Commonwealth Financial Network in Joliet, IL. Her prior roles include positions at LPL Financial LLC, Busey Bank, and First Midwest Bank. She has also worked at Mistwood Golf Course / JPM Golf Properties. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.
Douglas S
Series 63, Series 65
Frankfort, IL
Eagle Strategies (NY Life)
Douglas Schultz is a financial advisor with Eagle Strategies (NY Life) based in Frankfort, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been affiliated with New York Life Insurance Company since 1991 and Nylife Securities Inc. since 1993. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored advice and implements solutions across multiple program types, with the majority of its assets managed on a non-discretionary basis.
Jerry P
Series 63, Series 65
Mokena, IL
FIFTH THIRD SECURITIES, Inc.
Jerry Parker Jr. is an advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank NA since 2014. He is currently based in Mokena, Illinois. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, utilizing third-party portfolio managers and multiple investment strategies.
Melvin H
Series 63, Series 65
Bolingbrook, IL
Guardian Life
Melvin Hobson is a financial advisor at Guardian Life with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms, including Transamerica Financial Advisor and World Financial Group, Inc. His professional background includes roles in insurance brokerage and advisory services. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, and investment advisory programs that include model portfolios and a hybrid digital advisory solution.
Peter K
Series 63, Series 66
Palos Park, IL
Eagle Strategies (NY Life)
Peter Korbakes is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 10 years of industry experience and has been affiliated with Eagle Strategies since 2021. In addition to his advisory work, he owns Far and Sure Golf Tours LLC, which facilitates golf trip planning to Ireland, Scotland, and England through partnerships with international golf courses. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advisory solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis.
Brian T
Series 66
Joliet, IL
Integrated Wealth Concepts LLC
Brian Tarro is a Series 66-credentialed financial advisor with 16 years of industry experience. He is currently with Integrated Wealth Concepts LLC, where he has worked since 2021. Prior to this, Tarro held roles at Level Four Advisory Services and LPL Financial, among others. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing a primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.
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