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Michelle S
Series 66
Schaumburg, IL
Fidelity
Michelle Starkey is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Fidelity's Financial Consultants to develop customized financial plans aimed at helping clients achieve their financial goals and dreams. She has held various roles at Fidelity Investments since 2019, progressing from Financial Representative to Relationship Manager before assuming her current position in 2022. Her professional experience spans several years within Fidelity Investments, where she has gained expertise in financial planning and client relationship management. Michelle's approach focuses on partnership and tailored strategies to meet individual client needs. Outside of her professional work, Michelle enjoys cooking and baking, participating in family activities, and values parenthood. She also has interests in caring for pets, practicing Pilates, and traveling.
Hunter H
CFP®, ChFC®, Series 66
Buffalo Grove, IL
Edward Jones
Hunter Hamilton is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2007. Outside of his advisory role, he is a partner in High Caliber Capital, an LLC based in Lake Barrington, IL. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Westley I
Series 63, Series 65
Itasca, IL
LPL Financial
Westley Iller is a financial advisor with LPL Financial in Itasca, IL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Wayne Hummer Investments LLC, J.P. Morgan Securities, and Chase Investment Services Corp. He volunteers with the Chicago Area Runners Association. 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 provides a range of advisory and brokerage services supported by a network of investment adviser representatives utilizing model portfolios, third-party subadvisors, and customizable investment strategies.
Jeffery D
Series 63, Series 66
Arlington Heights, IL
LPL Financial
Jeffery Decant is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 37 years of industry experience. His career includes long tenures at Thrivent Investment Management and Thrivent Financial for Lutherans, as well as roles at Purshe Kaplan Sterling Investments and the Thrivent Advisor Network. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad range of non-advisory financial activities.
Eun S
Series 66
Schaumburg, IL
Ameriprise
Eun Shim is a financial advisor with Ameriprise in Schaumburg, IL, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliates since 1994. Outside of her advisory role, she is involved in commercial real estate ownership. Ameriprise Financial Services is a large firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing tax-aware retirement planning and income strategies.
Robert D
CFP®, Series 63, Series 65
Des Plaines, IL
Cambridge Investment Research Advisors
Robert Daniels is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior experience includes roles at Syverson Strege & Company, Edward Jones, Sammons Retirement Solutions, and Compass Financial Services. He is a board member of the 10-42 Project, a healthcare organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals using a range of proprietary and third-party investment strategies.
Thomas J
Series 66
Schaumburg, IL
Cetera
Thomas Josten is a financial advisor with Cetera, holding a Series 66 credential and two years of industry experience. He has been associated with Cetera and its related entities since 2023 and operates his own securities-related business, Josten Financial. Additionally, he is involved in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodians.
Eric B
Series 63, Series 65
McHenry, IL
LPL Financial
Eric Bowden is a financial advisor with LPL Financial in McHenry, Illinois, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at LPL Financial since 2021 and previously at BMO Harris Financial Advisors and BMO Harris Bank from 2016 to 2018. LPL Financial is a national broker-dealer and 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, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.
Mark Y
Series 66
Rosemont, IL
LPL Enterprise
Mark Yeary is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Thrivent Financial and Thrivent Investment Management Inc. He serves as a board member for the Towne Place Condominium Association, a nonprofit organization in Schaumburg, IL. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, with notable involvement in non-securities products such as affiliated insurance and trust services.
Robert S
Series 63, Series 66
Libertyville, IL
Edward Jones
Robert Schachner is a financial advisor with Edward Jones in Libertyville, IL, holding Series 63 and Series 66 designations and over 43 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1982. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors. The firm manages over $1 trillion in assets and provides services including discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.
Jared T
CFA®, Series 66
Crystal Lake, IL
LPL Financial
Jared Tryon is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Arbor Research & Trading, Inc., and Cetera Wealth Services, LLC. He is involved with Exemplar Accounting & Tax, providing tax preparation referrals. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.
Pete C
Series 66
Schaumburg, IL
Fidelity
Pete Colon is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Paylocity and NCSA – Next College Student Athlete. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its involvement in commodity pool operations, fund advisory, and the use of AI and algorithmic methods in portfolio management.
Michelle H
Series 65, Series 63
Elgin, IL
Primerica Advisors
Michelle Hernandez is a financial advisor with Primerica Advisors based in Elgin, IL. She holds Series 65 and Series 63 licenses and has one year of industry experience. Her prior work history includes roles at PFS Investments Inc. and Primerica Financial Services. In addition to advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers model-based investment strategies through a large network of advisors and offers a range of investment models including strategic, tactical, and tax-managed approaches.
Perry C
Series 66
Rosemont, IL
LPL Enterprise
Perry Crawford IV is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has experience as an independent S&P futures trader and has worked at DefendEdge and Prairie State Gaming. Outside of his advisory role, he has been involved with Uber Technologies in a rideshare capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers and insurance products through its affiliated entities.
Matthew A
Series 66
Wheeling, IL
Cetera
Matthew Antos is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Otto Engineering. Antos is also involved in tax and accounting services through Antos Advisors, Ltd. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management and a network of more than 10,000 advisors.
Sheila O
Series 66
Rolling Meadows, IL
OSAIC
Sheila Odlaug is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. She worked at Signator Investors Inc for 10 years before joining OSAIC in 2018. Outside of her advisory role, she serves as a volleyball referee for grade schools. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes various tools and third-party platforms to construct and manage portfolios.
Evaughn B
Series 63, Series 65
Schaumburg, IL
LPL Financial
Evaughn Branham Ferrero is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Wayne Hummer Investments LLC, J.P. Morgan Securities, Chase Investment Services Corp., and Banc One Securities Corporation. He is also involved with Leaders Partners, Incapitas in a non-variable insurance capacity. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.
James C
CFP®, Series 66
Buffalo Grove, IL
Cambridge Investment Research Advisors
James Cook is a CFP® professional with 15 years of experience, currently affiliated with Cambridge Investment Research Advisors since 2014. His work history includes roles at Cambridge Investment Research, Inc., and he is also the owner and president of Jim Cook Consulting Inc. Outside of his advisory role, Cook serves as secretary of the Winchester Estates Homeowner Association and is involved in video game development as a game director. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies across multiple platforms.
Hunter S
Series 66
Lincolnshire, IL
LPL Financial
Hunter Sperling is a financial advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. His prior experience includes roles at Raymond James Financial, Strive Asset Management, and The Heico Companies, as well as a four-year period at Hillsdale College. 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, supported by a large network of investment adviser representatives.
Joseph P
Series 63, Series 66
Roselle, IL
LPL Financial
Joseph Pedrigi is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes positions at Scottrade, TD Ameritrade, and Itasca Bank & Trust Co., where he currently has a licensed branch employee role. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a range of discretionary and non-discretionary strategies supported by technology tools.
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