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William A

Series 66

Winfield, IL

Edward Jones

William Arnold is a financial advisor at Edward Jones in Winfield, IL, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of over 23,000 financial advisors.

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

Series 63, Series 65

Warrenville, IL

Raymond James Financial

Seth Pietrini is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 20 years of industry experience. He previously worked at Invesco Advisers, Inc. and Powershares Capital Management. Pietrini is also the owner and operations manager of Legacy Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients, offering tailored non-discretionary planning and consulting through analytical tools and various advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jacob P

Series 63, Series 66

Sugar Grove, IL

Edward Jones

Jacob Page is a financial advisor at Edward Jones with a Series 63 and Series 66 license and six years of industry experience. He worked at Wells Fargo for eleven years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Eva H

Series 66

Schaumburg, IL

Raymond James & Associates

Eva Hahn is a financial advisor with Raymond James & Associates in Schaumburg, IL, holding a Series 66 designation and one year of industry experience. Her prior work history includes roles with the Islamic Society of Northwest Suburbs and various nonprofit organizations. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Nicholas S

Series 66

Lisle, IL

LPL Financial

Nicholas Styczen is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at SPC, Sigma Financial Corporation, Ameriprise, and A.G. Edwards & Sons. Nicholas also owns Styczen Financial Inc., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its advisors.

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

Series 66

Naperville, IL

Wells Fargo Advisors

Gabriel Siracusano is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 66 designation and is based in Naperville, Illinois. He has been with Wells Fargo Advisors since 2023 and has a background as a student spanning 20 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and tailored recommendations using Wells Fargo research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Cheryl D

Series 66

Naperville, IL

Edward Jones

Cheryl Duncan is a Series 66-licensed financial advisor with Edward Jones in Naperville, IL, where she has worked since 2012, accumulating 13 years of industry experience. She is also associated with Nature's Sunshine Products, a nutritional supplements business. 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 strategies, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

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

ChFC®, Series 66

Wheaton, IL

J.P. Morgan Securities

Miguel Jimenez is a financial advisor with J.P. Morgan Securities, holding the ChFC® and Series 66 credentials and bringing 27 years of industry experience. He previously worked at TIAA and TIAA-CREF for 13 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Alan D

Series 63, Series 65

Lisle, IL

LPL Financial

Alan Delcorse is a financial advisor with LPL Financial in Lisle, IL, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has worked at LPL Financial since 2013 and has prior experience with Highpoint Advisor Group, Uhlmann Investment Management, and Calamos Advisors. Delcorse also engages in insurance sales, contracting as a broker for term, whole life, universal life, and long-term care insurance through outside agencies on a limited basis. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, and supports its advisors with technology 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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Troy W

Series 63, Series 65

Naperville, IL

STIFEL

Troy Wallace is a financial advisor with Stifel in Naperville, IL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2001. Outside of his advisory role, he serves as a board member for Earthen Vessels Outreach, an inner-city after-school mentoring program in Pittsburgh. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

General retirement planning Income planning
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Yiqing D

Series 66

Warrenville, IL

Ameriprise

Yiqing Dong is a financial advisor at Ameriprise with seven years of industry experience. She has held roles at Ameriprise since 2019 and previously worked at the National Immigration Forum and World Relief Corp. Dong serves on the boards of A Rocha USA and World Relief, contributing to nonprofit governance. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a retirement income service that provides written recommendations and ongoing 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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Darrell M

ChFC®, Series 63

St. Charles, IL

OSAIC

Darrell Malano is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Sagepoint Financial, Inc. and American General Securities Incorporated. Malano serves as president of Branch 100 of Western Catholic Union, a nonprofit organization, and is the owner of Mid America Financial Group, a sole proprietorship focused on managing a general agency. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple investment platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael M

Series 63, Series 65

Naperville, IL

Fidelity

Michael Mcgriff is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Investments since 2012, following roles at Valic Financial Advisors, TIAA-CREF, LaSalle Financial Services, and DWS Investment Management Americas. Mcgriff is based in Naperville, Illinois. His firm, Strategic Advisers LLC—a Fidelity Investments company—provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic methods to construct model portfolios and serves in advisory roles to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Jason M

CFP®, Series 66

Glen Ellyn, IL

Cambridge Investment Research Advisors

Jason Marrs is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior experience includes roles at Edward Jones and First Site, Ltd, as well as teaching at Illinois State University. Outside of his advisory work, he is the owner of Fortitude Capital Management, a separate business based in Glen Ellyn, IL. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Michael S

CFP®, Series 66

Naperville, IL

Wells Fargo Advisors

Michael Seagren is a CFP® with 20 years of experience in the financial industry. He is currently affiliated with Wells Fargo Advisors and has previously worked within other Wells Fargo entities since 2009. Outside of his advisory role, he is involved in musical entertainment through Bradley Hides Music LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, and business-owner transition planning, supported by proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Hugh C

CFP®, Series 63

Naperville, IL

LPL Financial

Hugh Coonrod Jr. is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial. He previously worked at Linsco/Private Ledger Corp for 16 years and Transamerica Financial Advisors, Inc. for 2 years. He is the sole owner of Coonrod Financial Services, which offers securities and insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology and a broad network of over 22,800 advisors.

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

Series 63, Series 66

Elgin, IL

J.P. Morgan Securities

Adam Vietmeier is a financial advisor with J.P. Morgan Securities in Elgin, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Wealth management Executive Founder/Business Owner
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Thomas H

CFP®, Series 63, Series 65

Naperville, IL

LPL Financial

Thomas Hennessy is a CFP®-certified financial advisor with over 40 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Cetera Advisor Networks LLC and John Matsock & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser servicing individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting advisors with 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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Deanna S

Series 63, Series 65

Roselle, IL

LPL Financial

Deanna Schoewe is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and four years of industry experience. She previously worked at BMO Investment Services and BMO Harris Bank, totaling over 16 years in related roles. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 63, Series 65

Lisle, IL

LPL Financial

James Filson is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Waddell & Reed, Inc. and various insurance carriers for over three decades. 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 and brokerage services, including financial planning, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies.

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