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Taylor A

Series 66

Ottawa, IL

Armstrong & Associates, Inc.

Taylor Armstrong is a financial advisor with Armstrong & Associates, Inc. and holds a Series 66 designation. He has nine years of industry experience, including positions at Raymond James Financial Services. Outside of advisory work, he is the owner of Invictus Maneo Entertainment LLC, where he develops film scripts and board games. Armstrong & Associates, Inc. provides retirement, estate, and investment planning services for individuals, trusts, estates, and business entities. The firm emphasizes comprehensive financial planning and uses a combination of fundamental and technical security analysis across a broad range of instruments.

General retirement planning Business Financial Management Founder/Business Owner
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Ethan A

Series 66

Ottawa, IL

Armstrong & Associates, Inc.

Ethan Armstrong is a financial advisor with Armstrong & Associates, Inc. in Ottawa, IL, holding a Series 66 designation and nine years of industry experience. He has been with Armstrong & Associates, Inc. since 2017 and is also affiliated with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2016-2017. Armstrong & Associates, Inc. provides retirement, estate, and investment planning services for individuals, trusts, estates, and business entities. The firm offers comprehensive financial planning and portfolio analysis using a combination of fundamental and technical security analysis and a broad range of investment instruments.

General retirement planning Business Financial Management Founder/Business Owner
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Bradley A

CFP®, Series 63

Ottawa, IL

Armstrong & Associates, Inc.

Bradley Armstrong is a CFP® with 40 years of experience in financial advising. He is president of Armstrong & Associates, Inc., where he has worked since 1987. Armstrong also serves as a director on the board of First Ottawa Bancshares, Inc. Armstrong & Associates, Inc. provides retirement, estate, and investment planning for individuals, trusts, estates, and business entities. The firm offers comprehensive financial planning and uses both fundamental and technical analysis across a broad range of investment instruments.

General retirement planning Business Financial Management Founder/Business Owner
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Fredrick R

Series 63, Series 65

Morris, IL

O'Hagan Group, Inc.

Fredrick Robinson is a financial advisor with O'Hagan Group, Inc. in Morris, Illinois, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Arbor Point Advisors, and SECURITIES AMERICA, inc., and has been with O'Hagan Group since 2012. Outside of advisory work, Robinson manages a grain farming operation and provides individual income tax preparation services. O'Hagan Group offers financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, focusing on retirement accounts and a range of asset types. The firm employs a growth-and-value investment approach with fundamental company analysis and manages portfolios on a discretionary basis with continuous monitoring.

General retirement planning Wealth management Retirement income strategy
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Robert M

Series 66

Morris, IL

Northrock Partners, LLC

Robert Martin is a financial advisor at NorthRock Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. Martin serves on the Board of Directors for the Morris Warriors and is a trustee on the Advisory Council for Immaculate Conception School. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and ongoing oversight, and it integrates private market allocations and automated tools for tax-aware investing and risk assessment.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired Executive Approaching retirement Established Professionals
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Glenn G

Series 63, Series 66

Morris, IL

Citigroup Global Markets

Glenn Georgantas is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes 20 years at Harris Investor Services Inc. and four years at LPL Financial before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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John A

Series 63

Ottawa, IL

Cambridge Investment Research Advisors

John Armstrong is a Series 63-licensed advisor with 33 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2020. He previously worked at Raymond James Financial Services and runs a personal farming property management business. Armstrong also serves as a board member of Ottawa Savings Bank. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, employing proprietary and third-party strategies across multiple platform arrangements.

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

Series 63, Series 66

Morris, IL

Edward Jones

Michael Wright is a financial advisor with Edward Jones in Morris, Illinois, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he is involved in commercial real estate ownership and management in the Morris area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and supports clients through a nationwide network of advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Retired Founder/Business Owner Executive LGBTQIA
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Jonathan W

Series 63, Series 66

Marseilles, IL

Edward Jones

Jonathan Walker is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he is involved in commercial rental property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large national network of advisors and offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Steven W

Series 63, Series 65

Ottawa, IL

LPL Financial

Steven Witek is a financial advisor with LPL Financial in Ottawa, Illinois, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1986. 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. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

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

Series 63, Series 65

Ottawa, IL

Equitable Advisors

Stephen Killelea is a financial advisor with Equitable Advisors in Ottawa, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he volunteers with Marquette High School in fundraising activities. 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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

Series 63, Series 66

Morris, IL

Edward Jones

Jennifer Hock is a financial advisor at Edward Jones with seven years of industry experience, including twelve years at Grundy Bank prior to joining Edward Jones in 2021. She holds Series 63 and Series 66 designations. Outside of her advisory role, she serves as president of the Morris Downtown Development Partnership, a nonprofit supporting local businesses, and co-owns a booth at a local antique and thrift store where she and her sister resell rehabbed furniture. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices, as well as its affiliated trust company and securities-based lending options.

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

CFP®, Series 66

Ottawa, IL

Edward Jones

Heliodoro Ruvalcaba is a CFP® professional with 19 years of experience in the financial industry. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through 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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Darlene R

Series 63, Series 65

Morris, IL

LPL Financial

Darlene Roepoundstone is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with LPL Financial since 2009. Roepoundstone is also involved in insurance-related business activities through entities in Morris, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven tools.

College savings (529s, UTMA, etc.)
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Patricia D

Series 63, Series 65, Series 66

Ottawa, IL

LPL Financial

Patricia Dailey is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and over 25 years of industry experience. Her career includes roles at Ameritas Investment Company, Primerica Financial Services, Horace Mann Companies, JP Morgan Chase, and other firms. Outside of finance, she works as a certified fitness trainer and sports nutritionist on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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

ChFC®, Series 63, Series 65

Ottawa, IL

LPL Enterprise

Attilio Bianchi is a financial advisor with LPL Enterprise and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including long tenures at Pruco Securities, LLC and Prudential Insurance Company of America. Bianchi serves as a board member of The Nell's Foundation, a nonprofit organization based in Ottawa, Illinois. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products supported by an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Donna H

CFP®, Series 63, Series 65

Ottawa, IL

Raymond James Financial

Donna Hunt is a CFP® with 33 years of experience in the financial industry. She is currently associated with Raymond James Financial Services Advisors, Inc. and also serves as Operations Manager at Armstrong & Associates, Inc., where she assists financial advisors. Her career includes long-term roles at First Ottawa Financial Corporation and The First National Bank of Ottawa. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports its clients with advanced analytical tools, municipal advisory services, and customizable retirement plan programs.

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

CFP®, ChFC®, Series 66

Morris, IL

Edward Jones

Austin Feeney is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 10 years of experience in the financial industry. He has been with Edward Jones since 2016, based in Morris, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial products. The firm is notable for its large national advisor and branch network as well as its fiduciary standard in providing advisory services.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Paul M

Series 66

Morris, IL

LPL Financial

Paul Markiewicz is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions with Old National Bank, First Midwest Bank, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research provided by both in-house and third-party sources.

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

Series 63, Series 66

Morris, IL

Edward Jones

James Feeney is a financial advisor with Edward Jones in Morris, Illinois, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Feeney is also set to purchase the existing Edward Jones office building in Morris, Illinois. 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.

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

Series 66

Morris, IL

Edward Jones

Michael Pfaff is a financial advisor with Edward Jones in Morris, Illinois, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he serves as a board member of the Morris Hospital Auxiliary. 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, offering a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Ottawa, IL

Edward Jones

Mark Platt is a financial advisor with Edward Jones in Ottawa, IL, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Platt serves on the boards of Wallace Grade School and the Ottawa YMCA. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supporting a large nationwide network of financial advisors.

General retirement planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Grant W

Series 66

Morris, IL

Edward Jones

Grant Whybark is a financial advisor with Edward Jones in Morris, IL, holding a Series 66 designation and four years of industry experience. He previously worked at First Midwest Bank for five years before joining Edward Jones. He serves as a trustee for the Morris Police Pension Fund and is president of the University of St. Francis Golf Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

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

Series 66

Ottawa, IL

Edward Jones

Kimberly Krueger is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she is the president and treasurer of Traegonia Inc., a company that owns trademarks for a middle-grade fantasy book series. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with an extensive nationwide network of advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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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. She has worked with Grundy Bank for 20 years and was involved with Powerhouse Gym for the same period. 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, model portfolios, and retirement plan consulting.

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

CFP®, Series 66

Ottawa, IL

Edward Jones

Andrew Blackburn is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2017. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Silas P

CFP®, Series 66

Marseilles, IL

Edward Jones

Silas Parker is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2018. He has a total of seven years of industry experience, including three years at Crop Production Services prior to joining Edward Jones. Silas serves as president of the Marseilles Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner
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Blake B

CFP®, Series 66

Ottawa, IL

Edward Jones

Blake Baker is a CFP® and holds the Series 66 designation, with 11 years of experience in the financial industry. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and investment options, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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