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Brian T

Series 63, Series 66

Arlington Heights, IL

Edward Jones

Brian Terwilliger is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments and IHT Wealth Management. He is a member of the Schaumburg Business Association, participating in networking and volunteer meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Divorce financial planning Retirement income strategy General retirement planning Wealth management Business ownership considerations Military & Veterans Founder/Business Owner
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Madeline D

Series 66

Schaumburg, IL

Fidelity

Madeline Dominick is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at TrustBank, Fifth Third Bank, JP Morgan Chase Bank, BMO Harris Bank, and TCF (now Huntington). She is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery utilizing a combination of proprietary research and algorithmic methods.

Charitable giving & philanthropy Active portfolio management
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John B

CFP®, Series 63, Series 65

Barrington, IL

UBS Financial Services

John Bodolay is a Certified Financial Planner® at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1994, serving clients from Barrington, Illinois. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Robert H

ChFC®, Series 63

Rolling Meadows, IL

LPL Financial

Robert Herrmann is a financial advisor with LPL Financial in Rolling Meadows, IL. He holds the ChFC® and Series 63 designations and has 36 years of industry experience. His prior roles include positions at Securities America Advisors and Guardian Life. Herrmann also operates Herrmann Financial Group, which includes activities in fixed and term life insurance and disability income insurance sales. 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, model portfolio programs, and access to third-party asset management.

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

CFP®, Series 66

Mt Prospect, IL

Edward Jones

Yevgeny Kozachuk is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Mt Prospect, IL. 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 large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

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

ChFC®, Series 66

Vernon Hills, IL

Edward Jones

Terrell Wilson is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at OneAmerica Securities, American United Life, Bank Financial, N.A./THG Financial, Cetera, Massmutual, and Merrill. Outside of his advisory career, he serves as a volunteer board member for the Illinois Jumpstart Coalition, focusing on financial literacy in disadvantaged schools in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

General retirement planning Wealth management Business ownership considerations Founder/Business Owner Doctor or Medical Professional
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Jesse S

CFP®, Series 63, Series 65

Buffalo Grove, IL

LPL Financial

Jesse Stabile is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Wintrust Investments LLC, BMO Harris Financial Advisors, and Foresters Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies across various investment approaches.

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

Series 66

Elgin, IL

Edward Jones

Justin Budd is a financial advisor with Edward Jones in Elgin, IL, holding a Series 66 designation and having 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations Business succession planning Founder/Business Owner
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Joseph H

Series 66

Des Plaines, IL

Edward Jones

Joseph Herrick is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked for Save On from 2007 to 2022 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services supported by a large network of advisors and branch offices.

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

CFP®, Series 66

Arlington Heights, IL

Edward Jones

Andres Rodriguez is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stock option exercise strategy Startup equity planning Business ownership considerations General retirement planning Inheritance planning Founder/Business Owner Executive Intergenerational Families
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Paul N

Series 63, Series 65

Arlington Heights, IL

J.P. Morgan Securities

Paul Nielsen Jr. is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, working with JPMorgan Chase Bank since 1995. Outside of his advisory role, he is involved in a real estate venture through a land trust shared with his son and spouse. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Founder/Business Owner
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Robert J

Series 66

Lake Barrington, IL

Edward Jones

Robert Johnson III is a financial advisor at Edward Jones in Lake Barrington, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked in sales roles at automotive companies including Napleton Westmont Porsche and Muller Subaru. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and offices nationwide.

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

Series 66

Schaumburg, IL

Charles Schwab

Sebastian Radziszewski is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank SSB since 2023. Prior to his advisory career, he was involved with Delta Sigma Phi - Epsilon Kapp and completed full-time education through 2024. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services. The firm provides a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

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

ChFC®, Series 66

Arlington Heights, IL

Edward Jones

Brennan Meyer is a financial advisor at Edward Jones with the designations ChFC® and Series 66. He has six years of industry experience, including five years at Enterprise Rent-A-Car prior to joining Edward Jones in 2020. Based in Arlington Heights, IL, he provides wealth management services to a diverse client base. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning Inheritance planning Retired Founder/Business Owner Executive
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William D

Series 66

Buffalo Grove, IL

Edward Jones

William Donahue is a financial advisor at Edward Jones in Buffalo Grove, IL, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

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

Series 63, Series 66

Schaumburg, IL

Charles Schwab

Susana Martinez is a financial advisor with Charles Schwab in Schaumburg, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Her prior work includes roles at JP Morgan Chase Bank, Charles Schwab Bank, and TD Ameritrade. Outside of her advisory duties, she is the sole member of S2K, LLC, a non-investment-related entity. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a structured alternative-investment offering.

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

Series 63, Series 65

Deer Park, IL

Fidelity

Matthew Ramos is a Financial Consultant currently based in the Deer Park office. He partners with individuals and families to develop financial plans tailored to their personal definitions of success. With a career spanning over 20 years in the industry, Matthew collaborates with clients to co-create financial roadmaps that leverage a wide range of resources and services. Matthew's professional experience includes roles as a Financial Consultant at Fidelity Investments since 2022, Financial Advisor at Tranel Financial Services in 2022, Senior Financial Consultant at TD Ameritrade from 2018 to 2021, Producing Branch Manager and Financial Consultant at Scottrade between 2014 and 2018, Financial Consultant at TD Ameritrade from 2006 to 2014, Personal Finance Specialist at Hewitt Associates from 2005 to 2006, and Licensed Sales Assistant at Comerica Securities from 1995 to 1996. Outside of his professional work, Matthew has interests in cars, cooking and baking, family activities, fitness, social events with friends, and motorcycles.

General retirement planning Income planning Retirement income strategy Wealth management Cash flow / budgeting
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Darell H

Series 66

Deer Park, IL

Merrill

Darell Hughes James is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to help them pursue their financial goals through personalized wealth management strategies. Leveraging the resources of Merrill and Bank of America, he provides guidance in wealth planning, retirement strategies, investment management, and risk management. Darell holds a Bachelor's Degree from Northern Illinois University and holds the designation of Personal Investment Advisor (PIA). His approach emphasizes understanding what matters most to clients and assisting them in making informed decisions with confidence. His client focus areas include family wealth management strategies, managing new wealth, and retirement income. Outside of his professional role, Darell enjoys dancing, music, and soccer.

Wealth management General retirement planning Retirement income strategy Income planning Financial Professional Parents
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Tarek E

Series 65, Series 63

Libertyville, IL

LPL Financial

Tarek Esseraidi is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at BNP Paribas and J.P. Morgan Securities LLC. 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 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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Kathleen W

Series 66

Lake in the Hills, IL

Edward Jones

Kathleen Wresch is a financial advisor with Edward Jones in Lake in the Hills, IL, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Homeside Financial and Perl Mortgage. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

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