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Barry F

CFP®, Series 63

Sycamore, IL

Family First Wealth Management

Barry Federici is a CFP® professional with six years of experience in financial advising. He is the owner of Family First Wealth Management in Sycamore, IL, and has prior work experience including 30 years in the United States Marine Corps and legal studies at NIU Law School. In addition to his advisory role, he owns Saluting Success, LLC, a property management trust. Family First Wealth Management provides investment management and financial planning primarily for individual clients, employer-sponsored retirement plans, and charitable organizations. The firm’s investment approach centers on diversification and asset allocation based on Modern Portfolio Theory, offering both strategic and tactical allocation with the option to incorporate third-party managers. It also provides employee benefit plan consulting and pension-plan advisory services, supported by the principal’s interdisciplinary background as a licensed attorney, CPA, and CFP.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Robert H

Series 63, Series 65

Sandwich, IL

EBH Financial, Inc.

Robert Harbour is a financial advisor with EBH Financial, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at EBH Financial since 2010, with prior roles at LPL Financial and Infinity Financial Services Advisory. EBH Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm focuses on client-specific objectives and risk tolerance, using fundamental analysis and a preference for long-term investments, while maintaining a single custodian relationship with Charles Schwab.

Wealth management General estate planning guidance Retirement income strategy College savings (529s, UTMA, etc.)
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Josiah D

CFA®, Series 65

Dekalb, IL

Kisher Capital, LLC

Josiah De Ford is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Kisher Capital, LLC. Prior to joining Kisher Capital in 2025, he worked at Harvest Investment Services, LLC and Christian Retirement Ministries. Outside of finance, he has taught private music lessons since 2015. Kisher Capital serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses, providing discretionary investment management and comprehensive financial planning. The firm uses proprietary portfolio models combining modern portfolio theory, faith-based screening, and AI-driven tools within a wrap fee program tailored to a small client base.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy Founder/Business Owner Religious/faith focused
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Eric S

CFP®

Dekalb, IL

Kisher Capital, LLC

My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor. My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind. At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care. In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am. What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me. Kisher Capital's office is located a 303 E Hillcrest Dr, Ste 6, DeKalb IL 60115, and we'd love to sit down with you, learn more about your story, and help you in any way that we can.

ESG / Sustainable investing General retirement planning Founder/Business Owner Gen X (Born 1965-1980)
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Ashley J

Series 63, Series 65

Rochelle, IL

LPL Financial

Ashley Jackson is a financial advisor with LPL Financial in Rochelle, Illinois, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Central Bank of Illinois (formerly 1st Nat'l Bank of Rochelle) and LPL Financial since 2011. Jackson holds a role as a Client Relationship Officer at Central Bank Illinois in addition to her advisory work. 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, including discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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Emily W

Series 66

Sycamore, IL

Edward Jones

Emily Willems is a financial advisor with Edward Jones in Sycamore, IL, holding a Series 66 designation and 11 years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at BB&T Securities and J Crew. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies with a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Shelly S

Series 63, Series 65, Series 66

Sandwich, IL

Equitable Advisors

Shelly Sypien is a financial advisor at Equitable Advisors with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has previously worked at Cetera, Cetera Wealth Services, LLC, and Edward Jones. Outside of her advisory role, she owns and manages Family Focused Financial, LLC, a non-investment-related business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Susana B

Series 66

Rochelle, IL

LPL Financial

Susana Belmonte is a financial advisor with LPL Financial in Rochelle, IL, holding a Series 66 designation and 1 year of industry experience. She has been associated with Central Bank Illinois and LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Shawn B

Series 66

Dekalb, IL

Thrivent Investment Management

Shawn Blobaum is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory work, he serves as a Deacon at Grace Free Lutheran Church, is a board member of the DeKalb County Community Foundation, and is Vice President of the local Lions Club, involved in various community-focused activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across multiple financial topics but does not provide portfolio management for institutional clients, focusing instead on advisory planning and managed-account services.

Business ownership considerations
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Stacie B

Series 66

Sycamore, IL

Edward Jones

Stacie Barnett is a Series 66 licensed financial advisor at Edward Jones with four years of industry experience. Her career includes over eight years previously at Edward Jones and one year with LPL Financial LLC (Gateway Financial Partners). She is based in Sycamore, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.

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

CFP®, Series 63, Series 65

Sandwich, IL

Edward Jones

Brian Grysiewicz is a CFP®-designated financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward Jones since 1987 and is also affiliated with the University of Missouri - St. Louis. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
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Charles F

Series 63, Series 65

Shabbona, IL

Cetera

Charles Foster is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera since 2006. Foster also operates Foster's Financial Management, LLC, and is involved in tax preparation and business consulting through Foster Tax & Accounting, LLC. Outside of his advisory role, he serves as a finance council member at St. James Church and participates in local charitable activities with the St. James Knights of Columbus. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supported by a nationwide network of over 10,000 advisors.

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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Bradley S

Series 66

Rochelle, IL

Edward Jones

Bradley Stojan is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

Series 63, Series 66

Sycamore, IL

Edward Jones

Matthew Myre is a financial advisor with Edward Jones in Sycamore, IL, holding Series 63 and Series 66 credentials and with 47 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1979. Outside of his advisory role, he is involved as a partner in real estate investments, including a building housing his Edward Jones office and several other tenants. 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 and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

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

Series 66

Sandwich, IL

Edward Jones

Alison Smith is a financial advisor at Edward Jones in Sandwich, IL, with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Outside of her advisory work, Alison owns ACE Music Productions, where she creates music arrangements for harp with vocals. 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, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

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

Series 66

Sandwich, IL

Edward Jones

Curtis Grysiewicz is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., and BP Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Jennifer J

Series 66

Malta, IL

LPL Financial

Jennifer James is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at IAU College and Northern Illinois University's Study Abroad Department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolios supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Michael J

Series 66

Sandwich, IL

LPL Financial

Michael Jerkatis is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013. His prior roles include nine years at First Midwest Bank and more recent experience with Old National Bank. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Camden F

Series 66

Shabbona, IL

Cetera

Camden Foster is a Series 66-credentialed advisor with 11 years of industry experience, currently with Cetera. He has worked with Cetera and its affiliates since 2014 and also operates Foster's Financial Management, LLC and Foster's Tax & Accounting, LLC, the latter providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

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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Catherine C

Series 66

Dekalb, IL

Ameriprise

Catherine Cooper is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Ameriprise and Iowa State University. Outside of her advisory role, she is employed by Integrity Point LLC as an Associate Financial Advisor on the Sales and Advice team. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michelle T

Series 66

Cortland, IL

Fidelity

Michelle Todd is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She works closely with individuals and families to assess their financial situations and develop tailored financial plans. Michelle emphasizes regular reviews and adjustments to these plans to adapt to changes in clients' life circumstances or market conditions. Her experience at Fidelity Investments includes positions as Central Relationship Manager from 2023 to 2024 and Financial Representative from 2021 to 2023. Through these roles, she has developed expertise in client relationship management and financial planning. Outside of her professional responsibilities, Michelle has interests in pets, reading, traveling, and volunteering.

General retirement planning Income planning Cash flow / budgeting Debt management
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Gregory F

Series 66

Rochelle, IL

LPL Financial

Gregory Folmar is a Series 66-licensed financial advisor with LPL Financial, based in Rochelle, IL, and has 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2018 before joining LPL Financial in 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including both discretionary and non-discretionary management, supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Anthony R

CFP®, Series 66

Rochelle, IL

Edward Jones

Anthony Rowley is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2015. He has 11 years of industry experience and is also a Major and Executive Officer in the United States Marine Corps Reserve. Outside of his advisory role, he is self-employed in raising cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management Military & Veterans
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Jessica M

Series 66

Rochelle, IL

Edward Jones

Jessica Morris is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she was with Luckett & Farley from 2015 to 2018. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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