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Robert M

Series 66

South Elgin, IL

Edward Jones

Robert Murdock is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2019 and is also the owner and partner of Outlets419 INC, an online eBay sales business. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Series 66

Sycamore, IL

Fidelity

Leonard Eisele is a Series 66 licensed financial advisor with Fidelity in Sycamore, IL, with one year of industry experience. Prior to joining Fidelity, he worked with Thrivent Financial and Thrivent Investment Management Inc, and he has also served as an independent contractor reporting on local high school and college sporting events for Shaw Media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Pamela M

Series 65, Series 63

Crystal Lake, IL

Cetera

Pamela Miller is a financial advisor at Cetera with 10 years of industry experience. She holds Series 65 and Series 63 licenses and also owns Shabsin-Miller, Inc., an accounting and tax preparation business where she works as an enrolled agent providing accounting, tax planning, and payroll services. Pamela has been with Cetera since 2016 and has prior experience at Joel Shabsin and Associates. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and a mix of discretionary and non-discretionary authorities.

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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Edward A

Series 66

Algonquin, IL

Edward Jones

Edward Alvigi is a financial advisor with Edward Jones, holding a Series 66 credential and seven years of industry experience. Before joining Edward Jones in 2019, he worked for MQ Construction for 15 years. Outside of his advisory role, he plays guitar in a local band that performs occasionally. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions, supported by a large network of financial advisors and branch offices across the country.

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

Series 63, Series 66

Crystal Lake, IL

Edward Jones

Danny Hampton is a financial advisor with Edward Jones in Crystal Lake, IL, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Hampton owns a family farm in Enfield, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Family Business Retirement income strategy Planning for children with special needs Founder/Business Owner Intergenerational Families
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Robert W

Series 63, Series 65

Dundee, IL

OSAIC

Robert Welsch Jr. is a financial advisor with Osaic Wealth, Inc. in Dundee, Illinois, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Osaic in 2023, he worked for FSC Securities for 12 years. He also provides consulting services to his family estate, assisting with estate-related tax, legal, and real estate matters. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing in portfolio construction, supporting both discretionary and non-discretionary account management.

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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Mc Kenna M

Series 66

Sycamore, IL

Edward Jones

Mc Kenna Marcinkowski is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 credential and previously worked in various roles including local government and hospitality. Outside of advising, she owns a custom T-shirt business called Made by Mack. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

College savings (529s, UTMA, etc.) Divorce financial planning Public Service Employee Women Professionals
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Travis T

Series 66

Sycamore, IL

Raymond James & Associates

Travis Thompson is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. He previously worked for FNBO for ten years before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

ChFC®, Series 63, Series 65

Sycamore, IL

OSAIC

Donald Skadow Jr. is a ChFC®-credentialed financial advisor with 44 years of industry experience. He has worked at Osaic Wealth Inc since 2024 and previously spent 18 years at LPL Financial. Outside of his advisory role, he is also a licensed agent involved in life insurance, long-term care, and fixed annuities. Osaic Wealth Inc. serves a diverse client base including individual investors, high-net-worth clients, corporations, and charitable organizations. The firm combines brokerage and advisory services with tools such as asset-allocation models and risk-tolerance assessments to manage portfolios across multiple asset classes, supporting both discretionary and non-discretionary accounts.

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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Carla C

Series 66, Series 63

Sycamore, IL

Edward Jones

Carla Capasso Stonecipher is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior experience includes roles at Bank of America, Merrill, and Northwestern Mutual Wealth Management Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations General retirement planning Wealth management Educators, Teachers, and Academics Founder/Business Owner
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Eric P

CFP®, Series 66

Crystal Lake, IL

Cetera

Eric Perkins is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with Cetera since 2023 and previously with Cetera Wealth Services, LLC since 2013. He also serves as president of the Elementary School District 159 Board in Mattson, IL. Perkins holds a Series 66 license and is based in Crystal Lake, IL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with diverse program options and overseeing over $256 billion in assets under management.

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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Ryan M

Series 66

Elgin, IL

Edward Jones

Ryan Minehart is a financial advisor with Edward Jones in Elgin, IL, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Prior to his advisory role, he was affiliated with Illinois State University from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Military & Veterans
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Ivett M

Series 66

Delkab, IL

Raymond James Financial

Ivett Mc Han Frank is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has worked with several financial institutions, including First National Bank of Omaha and First Investments and Planning. Outside of advisory work, she serves as an advisor assistant in a support role at a company in DeKalb, IL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 63, Series 66

Carpentersville, IL

J.P. Morgan Securities

Jeff Mende is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with J.P. Morgan Securities since 2011 and with JPMorgan Chase Bank, N.A. since 2008. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Eric H

Series 63, Series 66

Crystal Lake, IL

LPL Financial

Eric Hilgart is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at LPL Financial since 2019 and at Harris Investor Services, Inc. since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Michele M

Series 63, Series 66

Pingree Grove, IL

Fidelity

Michele Manfredi is a financial advisor at Fidelity with 14 years of industry experience. His work history includes roles at BMO Harris Bank, PNC Bank, and Ambit Energy, where he is involved in a multi-level marketing business that provides electricity and natural gas in deregulated markets. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction with a focus on mutual funds, ETFs, and ETPs. The firm serves a diverse client base, including charitable funds and registered investment companies, and utilizes model portfolios with systematic methodologies.

Charitable giving & philanthropy Active portfolio management
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Matthew D

Series 66, Series 63

Huntley, IL

Thrivent Investment Management

Matthew Drafall is a financial advisor with Thrivent Investment Management in Huntley, IL, holding Series 66 and Series 63 credentials and 16 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses covering a wide range of financial planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping those services separate.

Business ownership considerations
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Matt F

Series 63, Series 66

Lake in the Hills, IL

J.P. Morgan Securities

Matt Foster is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Michael R

Series 63, Series 66

Crystal Lake, IL

LPL Financial

Michael Reichman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with LPL Financial since 2020 and previously spent eight years at J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, along with research and model portfolio options supported by both internal and third-party resources.

College savings (529s, UTMA, etc.)
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Janine K

Series 66

Crystal Lake, IL

Edward Jones

Janine Kerin is a financial advisor at Edward Jones in Crystal Lake, IL, holding a Series 66 designation and with six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Boys & Girls Clubs of Dundee Township and Northwestern Medicine. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branches nationwide.

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