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Sarah D
Series 66
Downers Grove, IL
LPL Financial
Sarah Deskovich is a financial advisor with LPL Financial in Downers Grove, IL, holding a Series 66 credential and 13 years of industry experience. Her prior experience includes roles at JPMorgan Securities LLC and Wells Fargo Clearing Services LLC. She is also involved with Partnerland LLC, a non-investment business entity. 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 services including financial planning, asset management programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.
Ryan M
Series 66
Oak Brook, IL
Merrill
Ryan Maloney is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve these objectives. Ryan provides ongoing advice and adjusts portfolios as clients' situations evolve. With a focus on personalized investment guidance, retirement planning, and comprehensive wealth management strategies, Ryan is dedicated to building long-term relationships and delivering advice tailored to individual client needs. He holds the Professional designation of Personal Investment Advisor (PIA). Ryan earned his High School Diploma from Joliet Catholic Academy.
Jack R
Series 63, Series 66
Orland Park, IL
Charles Schwab
Jack Ruble is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab and JP Morgan in various capacities since 2014. Outside of his advisory role, Ruble serves as an assistant swim coach for a children's swim club in Naperville, Illinois. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized custody and supervisory arrangements.
Kevin R
Series 63, Series 65
Lombard, IL
Cetera
Kevin Rossetti is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Foresters Advisory Services LLC and Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to multiple program platforms, managing over $256 billion in assets.
Larry M
CFP®, ChFC®, Series 63, Series 65
Downers Grove, IL
LPL Enterprise
Larry Milas is a CFP® and ChFC® credentialed financial advisor with 35 years of industry experience. He currently works at LPL Enterprise, where he has been since 2024, following a 34-year tenure at Pruco Securities, LLC. In addition to his advisory role, he is involved in the sale of property and casualty insurance products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.
Daniel D
CFP®, Series 66, Series 63
Oakbrook, IL
Wells Fargo Advisors
Daniel Donahue is a CFP®-certified financial advisor at Wells Fargo Advisors with 37 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in Plank Road Advisors, LLC, and Donahue Financial Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold, with specialized planning options and an integrated approach combining advisory services with other financial products.
Kyle R
Series 66
Homer Glen, IL
LPL Financial
Kyle Ruggio is a financial advisor with LPL Financial in Homer Glen, IL, holding a Series 66 designation and five years of industry experience. Before joining LPL Financial in 2018, he worked at RSM US LLP from 2016 to 2018. He is also involved with Kusay Tax Services, Inc., an entity related to his advisory business. LPL Financial is a large national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
David D
CFP®, Series 63, Series 66
Orland Park, IL
Edward Jones
David Dykstra is a CFP®-certified financial advisor with Edward Jones in Orland Park, IL, where he has worked since 2004, accumulating 21 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he coaches youth soccer for the Nazarene United Soccer Club in Lemont, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies and maintains a large network of advisors and branch offices across the country.
Michael W
Series 63, Series 66
Riverside, IL
Edward Jones
Michael Ward is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Bank of America Securities, Merrill Lynch, and J.P. Morgan. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and is distinguished by its extensive network of financial advisors and branch offices, as well as affiliated capabilities such as a trust company and proprietary mutual funds.
Anthony T
Series 63, Series 65
Downers Grove, IL
Cetera
Anthony Tumea is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2010, with prior experience at Cetera Financial Specialists LLC and ownership of Tumea & Associates CPA Firm since 1984. Outside of advising, he serves as treasurer and board member for several local organizations, including the Downers Grove Lions Club, West Towns Chorus, and Buffalo Theatre Ensemble. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.
Dustin B
Series 66
Orland Park, IL
Fidelity
Dustin Barrales is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He has over 20 years of experience in the financial services industry, where he focuses on helping clients develop personalized financial plans aligned with their individual goals. Dustin emphasizes a relationship-first approach to understand clients' priorities and provide tailored strategies and guidance. His professional background includes positions such as Regional Planning Specialist at Cetera Financial Group from 2015 to 2019, Senior Regional Consultant at Deutsche Asset Management & Wealth Management from 2011 to 2015, and Retirement Plan Sales Associate at John Hancock Retirement Plans between 2009 and 2011. Earlier roles include Vice President of Trading at ThinkEquity LLC, Financial Manager and Co-Owner at Boss Concrete Construction, Financial Advisor at Morgan Stanley, and OTC Trader at Driehaus Capital Management. Dustin's extensive experience across various facets of financial services enables him to support clients in making informed decisions with confidence.
Megan B
Series 66
Oakbrook Terrace, IL
Raymond James & Associates
Megan Berning is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. She has been with Raymond James since 2016 and is also a certified notary public since 2013. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Thomas M
Series 66
Orland Park, IL
Morgan Stanley
Thomas Matug is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at Fifth Third Securities for 11 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and modeling techniques.
Ethan D
Series 66
Oak Brook, IL
Equitable Advisors
Ethan De Valk is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and two years of industry experience. Before joining Equitable Advisors in 2024, he worked in member services at the University of Illinois Activities and Recreation and held roles at Dick’s Sporting Goods and Medinah Country Club. He is also involved as a sales associate in businesses related to tax accounting programs and health and ancillary insurance products. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives, utilizing third-party asset managers and a variety of advisory programs.
Debra M
Series 66
Homer Glen, IL
Edward Jones
Debra Masters is a financial advisor at Edward Jones in Homer Glen, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Mariano's and held various roles in banking and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.
Christen P
Series 66
Oakbrook Terrace, IL
UBS Financial Services
Christen Plotkin is a financial advisor at UBS Financial Services in Oakbrook Terrace, IL, with 15 years of industry experience. She holds a Series 66 designation and has been with UBS since 2010. Outside of her advisory role, she serves as an Associate Board Member for Urban Initiatives, a Chicago-based organization focused on youth programs that teach social emotional skills through play. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.
Kevin W
Series 63, Series 65
Oakbrook Terrace, IL
OSAIC
Kevin Webb is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 19 years. Outside of his primary role, he is involved with several sole proprietorships through which he provides financial advisory and insurance services. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers across a variety of platforms. The firm uses advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management.
David H
CFP®, Series 63, Series 66
Palos Heights, IL
RBC Capital Markets
David Heide is a CFP® professional with 35 years of industry experience, currently affiliated with RBC Capital Markets in Palos Heights, IL. His prior experience includes roles at Wells Fargo Advisors and City National Bank. Outside of his advisory work, he serves as board president and co-chair of the finance committee for The Bridge Teen Center and holds board positions with the Southern Illinois University Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that emphasize tailored investment strategies through a combination of in-house and third-party managers, along with integrated financial planning and brokerage services.
Matthew B
Series 63, Series 66
Downers Grove, IL
J.P. Morgan Securities
Matthew Bingham is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Rahman H
Series 66
Orland Park, IL
Merrill
Rahman Hemica is a Series 66 licensed financial advisor with Merrill, based in Orland Park, IL, and has one year of industry experience. His prior roles include positions at Bank of America and leadership experience at One Pharma, a pharmaceutical manufacturing company based in Bangladesh, where he serves as a director. He is also involved with Hemica's Angels for Humanity, a nonprofit providing healthcare and meals to underserved communities in Bangladesh, and founded No Chinta Home Healthcare, a platform offering comprehensive home medical services. 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 investment strategies to individuals, high-net-worth clients, and institutions.
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