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Kelly D

Series 63, Series 66

Morris, IL

LPL Financial

Kelly Dransfeldt is a financial advisor at LPL Financial with 19 years of industry experience. Prior to joining LPL Financial in 2025, Dransfeldt spent 20 years at Grundy Bank and also worked at Powerhouse Gym for 20 years. Dransfeldt holds Series 63 and Series 66 licenses. 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, model portfolio programs, and institutional platforms, and supports 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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Amanda D

Series 63, Series 65

Plainfield, IL

Cetera

Amanda Daluga is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with several firms, including Cetera Financial Specialists LLC and OneAmerica Securities. Outside of her advisory role, she is involved in tax preparation and accounting services as an enrolled 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 range of portfolio management and financial planning services through a multi-manager platform incorporating both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joshua R

Series 66

Shorewood, IL

Edward Jones

Joshua Ruland is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Minooka CCSD 201 from 2016 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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Gehrig D

Series 66

Channahon, IL

Edward Jones

Gehrig Denoyer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Amazon and Potbelly. He was also involved with the Will County Officials Association for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and is notable for its extensive retail advisor and branch network as well as affiliated financial services.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Professional Athlete Young Professionals
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Jason H

CFP®, Series 66

Joliet, IL

Edward Jones

Jason Hall is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Life Time Fitness for 14 years. He serves as Secretary on the board of the Mental Health Matters Fund. 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 with a large nationwide network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Professional Athlete
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Ronald L

Series 63, Series 65

Joliet, IL

Equitable Advisors

Ronald Lambert is a financial advisor at Equitable Advisors with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Stifel Independent Advisors, LPL Financial, and Wayne Hummer Investments. Outside of his advisory role, he serves on the Lemont Fire Department Pension Board and acts as treasurer for the Lemont Firemen's Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers, with access to a broad range of investment products and fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Ryan B

Series 66

Joliet, IL

LPL Financial

Ryan Breytspraak is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at TruStage, Gerald Ford, College Fresh, Goodwill, Butler University, Abbey Farms, and Batavia High School. 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 supported by extensive technology tools and manages over $819 billion in discretionary assets through a large network of advisors.

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

Series 63, Series 65

Plainfield, IL

Ameriprise

Bradford Richardson is a financial advisor with Ameriprise in Plainfield, IL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise since 2005 and also maintains a long-term affiliation with Ellis & Associates. Outside of his advisory work, he serves as a football official on a part-time basis. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, written recommendations through a centralized consulting team. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Todd A

Series 66

Joliet, IL

Ameriprise

Todd Abramson is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Calamos Advisors LLC, Edward Jones, and Northern Trust. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining algorithmic modeling and tax-efficient strategies to provide tailored, written recommendation reports delivered through a centralized consulting team.

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

Series 63, Series 65

Joliet, IL

Primerica Advisors

Brian Stacy is a financial advisor with Primerica Advisors in Joliet, IL, holding Series 63 and Series 65 licenses and with three years of industry experience. His prior work includes roles at the IRS and a long tenure at 7-Eleven, Inc. Outside of advisory work, he is involved with Play Poker Chicago on a part-time basis. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Creighton K

Series 66

Joliet, IL

Edward Jones

Creighton Karner is a financial advisor at Edward Jones in Joliet, IL, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at Genesis Logistics (DHL) and has experience in retail and education sectors. 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 under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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Ronald B

Series 63, Series 66

Crest Hill, IL

J.P. Morgan Securities

Ronald Breier is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Albert L

Series 63, Series 66

Joliet, IL

Ameriprise

Albert Lazaro is a financial advisor with Ameriprise in Joliet, IL, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior experience includes roles at Edward Jones, Merrill, and 401k Benna, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice tailored to 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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Richard M

Series 63, Series 66

Lockport, IL

Thrivent Investment Management

Richard Madal is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has been with Thrivent since 2002 and holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he is a band member and serves as an elder and trustee at Holy Trinity Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across a wide range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
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Kevin K

Series 63, Series 65

Joliet, IL

Primerica Advisors

Kevin Ketter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Constellation and Exelon Nuclear Security. Outside of advising, he owns and operates a tax preparation business in Plainfield, IL. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Carroll K

Series 63, Series 65

Joliet, IL

Equitable Advisors

Carroll Klotz is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes positions at Stifel Independent Advisors, LPL Financial, Wayne Hummer Investments, and Citicorp Investment Services. Outside of advisory work, he operates a tax preparation service. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to investment models and third-party managers, offering a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Michael H

Series 63, Series 65

Joliet, IL

LPL Financial

Michael Hullinger is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at BMO Bank NA, JP Morgan Chase Bank NA, and Capital One Auto Finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, institutions, and retirement plan participants. The firm offers a range of investment solutions including financial planning, model portfolios, and access to third-party asset managers, supported by advanced operational tools and a broad platform that includes both advisory and non-advisory financial services.

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

CFP®, Series 66

Wilmington, IL

Raymond James Financial

Stephen Francis is a CFP® professional with 21 years of industry experience, currently affiliated with Raymond James Financial in Wilmington, Illinois. He has held various roles within his own businesses, including managing a share crop operation at Oak Knoll Farm/Francis Bros. and overseeing Oak Knoll Tax Co. and Oak Knoll Insurance Strategies, Inc. since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses risk profiling and analytical modeling to support client goals.

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