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Ryan S

Series 66

St Charles, IL

Edward Jones

Ryan Skibinski is a financial advisor at Edward Jones in St. Charles, IL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Raymond James Financial Services and Amsted Rail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with both discretionary and non-discretionary investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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Paul C

Series 65, Series 63

Naperville, IL

LPL Financial

Paul Caputo Jr. is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at BMO Bank, N.A., The Prudential Insurance Company of America, and Mutual of Omaha Investor Services. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and technology tools.

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

Series 63, Series 65

Wheaton, IL

LPL Financial

Kenneth Norkus is a financial advisor with LPL Financial in Wheaton, IL, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, he worked with several mortgage companies, including Great Mortgage Company and Celebrity Home Loans. He is also involved with Great Mortgage Company outside of his advisory role. 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 advisory and brokerage services, including financial planning, model portfolios, 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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Michael P

CFP®, Series 66

Naperville, IL

Edward Jones

Michael Pine is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Patrick Engineering Inc. from 2016 to 2018. Based in Naperville, IL, he provides financial advisory services through Edward Jones. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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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Anna B

Series 63, Series 65

Naperville, IL

OSAIC

Anna Bloom is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Advisor Services Group since 2010, following roles at Independent Financial Group, LLC and Wells Fargo Clearing. Outside of advisory work, she serves as a notary when needed and works part-time as a bartender at a Marriott hotel. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. Its investment approach uses model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside third-party managers and proprietary models.

Annuities Private / alternative investments
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Kevin M

Series 63, Series 65

St Charles, IL

Ameriprise

Kevin Madden is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Ameriprise in various capacities since 2009. Madden is also the owner of Kevin J. Madden, Inc., a business involved in managing his Ameriprise activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Alan H

Series 63, Series 66

Naperville, IL

Fidelity

Alan Hrizak is a Financial Consultant currently working with Fidelity Investments since 2023. In his role, he collaborates with clients to develop plans aimed at achieving their short-term and long-term financial goals. He has extensive experience in the financial services industry, having served as a Private Client Advisor at JPMorgan Securities, LLC from 2019 to 2023. Prior to that, he was a Private Client Banker at JPMorgan Chase Bank, N.A. from 2013 to 2019, and began his career as an Assistant Branch Manager Sales at JPMorgan Chase Bank, N.A. from 2011 to 2013. Outside of his professional work, Alan has interests in comedy, fitness, movies, pets, reading, and traveling.

Wealth management Cash flow / budgeting
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David E

CFP®, Series 66

Oswego, IL

Edward Jones

David Erickson is a CFP® professional with 21 years of industry experience. He has been with Edward Jones since 2007 and worked previously at A. G. Edwards & Sons, Inc. from 2005 to 2007. He serves as Vice President of the Yorkville Chamber of Commerce and is a member of the Oswego Police Pension Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a wide range of advisory strategies and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Retirement income strategy Divorce financial planning Business exit / sale strategy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Donna E

Series 66

Lisle, IL

Merrill

Donna Enright is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2004. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Poonam T

Series 63, Series 66

Naperville, IL

J.P. Morgan Securities

Poonam Trivedi is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with J.P. Morgan and its affiliated entities since 2006, including roles at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. 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. The firm’s advisory process combines quantitative and qualitative research, with recommendations limited to eligible strategies that may incorporate an ESG framework.

Founder/Business Owner
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Michael S

Series 63, Series 65

Lisle, IL

Morgan Stanley

Michael Sullivan is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Bank of America and Merrill. His current role includes positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies.

General estate planning guidance
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Joshua N

Series 66

Batavia, IL

Edward Jones

Joshua Nybroten is a financial advisor at Edward Jones in Batavia, IL, holding a Series 66 credential with less than one year of industry experience. Prior to joining Edward Jones, he held various positions outside the financial sector, including roles at Edelweiss Lodge and Resort and several hospitality and food service companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory services and managing approximately $1.01 trillion in assets.

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

Series 63, Series 66

Lisle, IL

Ameriprise

Kimberly Pritts is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and The Rockefeller. Outside of finance, she has experience as a Cambridge English instructor. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jacques S

CFP®, Series 63, Series 65

Wheaton, IL

J.P. Morgan Securities

Jacques Simpson is a CFP® with 40 years of industry experience, currently with J.P. Morgan Securities in Wheaton, IL. He has worked within various divisions of JPMorgan Chase since 1999, including roles at Banc One Securities Corporation and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates both quantitative and qualitative research supported by a dedicated manager solutions team.

Founder/Business Owner
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James F

Series 63

Wheaton, IL

Ameriprise

James Forcucci is a financial advisor with Ameriprise in Wheaton, IL, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its predecessor firms since 1990. Outside of advising, Forcucci is involved in executive leadership and management through ownership of Legacy Solutions, Inc., which provides operational services for financial advisors, and he serves on the board of a local office condominium association. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide personalized recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jeffrey J

Series 63, Series 65

Lisle, IL

Merrill

Jeffrey Janssen is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has dedicated over 25 years to serving clients. Since joining the firm in 1997, he has focused on helping clients develop customized strategies to meet their unique financial goals. His areas of expertise include divorce transition planning, education planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Jeffrey holds a Bachelor's Degree in Finance from Northern Illinois University. He also holds the designation of Personal Investment Advisor (PIA). Born and raised in Naperville, Illinois, Jeffrey resides there with his wife and their three children. Outside of his professional role, he actively coaches his children in various sports and enjoys basketball, biking, chess, football, hiking, soccer, and spending time with his family.

Divorce financial planning College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Financial Professional Parents
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Charles C

Series 63, Series 65

Naperville, IL

LPL Financial

Charles Cucuras is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including VOYA Financial Advisors, Cetera Advisor Networks, and PPG Industries. Outside of his advisory work, he is involved in sales management for a chemical distributor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by research-driven portfolios and various 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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Malcolm T

CFP®, Series 63

Naperville, IL

Primerica Advisors

Malcolm Todd is a CFP® professional with 39 years of experience in the financial services industry. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1985. His other business activities include part-time involvement in sales of loan products and home security and automation referrals through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Aaron T

Series 63, Series 65

Naperville, IL

J.P. Morgan Securities

Aaron Tokh is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 65 licenses and 20 years of industry experience. His career includes roles at Merrill, Bank of America, and Citigroup, with over 16 years at Citigroup/Citibank prior to joining J.P. Morgan in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process leverages centralized due diligence and combines quantitative and qualitative research, with investment recommendations incorporating ESG criteria and supported by affiliations with related investment management entities.

Founder/Business Owner
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Randall H

Series 63, Series 65

Warrenville, IL

OSAIC

Randall Hanson is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at Fortis Investors, Inc. for 35 years and operates Forty Four Financial, LLC, where he offers traditional life insurance and fixed annuities. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management, supported by model-based asset allocation and risk management tools.

Annuities Private / alternative investments
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