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John B

Series 63, Series 65

Oglesby, IL

Lincolnbridge Financial Planning, LLC

John Bellino is a financial advisor at LincolnBridge Financial Planning, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and BTNJT, Inc. Bellino’s background includes roles spanning wealth management and financial services. LincolnBridge Financial Planning manages approximately $39.8 million for about 118 clients, including individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and cyclical analysis to tailor portfolios that may include stocks, bonds, ETFs, options, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Real estate investing
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Gregory V

ChFC®, Series 66

Oglesby, IL

Lincolnbridge Financial Planning, LLC

Gregory Vogel is a financial advisor at LincolnBridge Financial Planning, LLC with the ChFC® designation and two years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and State Farm Insurance, where he spent over three decades. LincolnBridge Financial Planning manages approximately $39.8 million for around 118 clients, including individuals, trusts, pension plans, and business entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a multi-disciplinary investment process and serving both retail and institutional clients.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Real estate investing
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Michael B

ChFC®, Series 63

Oglesby, IL

Lincolnbridge Financial Planning, LLC

Michael Barrie is a ChFC® credentialed financial advisor with 11 years of industry experience. He currently works at Lincolnbridge Financial Planning, LLC and has prior experience at Northwestern Mutual Wealth Management Company and Illinois Valley Community College. Barrie serves as a board member of Illinois Valley Credit Union. Lincolnbridge Financial Planning manages approximately $39.8 million for individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, comprehensive portfolio management, and retirement plan consulting through a multi-disciplinary investment process.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Real estate investing
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Ian N

Series 65

Hennepin, IL

Cyr Financial Inc.

Ian Nichols is a Series 65-licensed financial advisor with Cyr Financial Inc. in Princeton, IL, bringing seven years of industry experience. His background includes roles at Nordstrom Farms and Thacker Farms, as well as a position at Illinois Valley Community College. Nichols serves as a board member trustee for the Starved Rock Flying Club. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans, offering discretionary investment management along with financial and estate planning services. The firm uses proprietary investment models and a variety of securities to build customized portfolios, providing continuous account monitoring and both project-based and ongoing planning engagements.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Andrea B

Series 65

Hennepin, IL

Cyr Financial Inc.

Andrea Brannon is a financial advisor at Cyr Financial Inc. with four years of industry experience. She holds the Series 65 designation and has been with Cyr Financial since 2012. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by offering discretionary investment management alongside financial and estate-planning services. The firm uses proprietary investment models across various asset classes and provides ongoing planning, tax and accounting services, and estate document preparation.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Caleb B

CFP®, ChFC®, Series 63

Hennepin, IL

Cyr Financial Inc.

Caleb Bjerk is a CFP® and ChFC® with seven years of experience in financial advising. He is currently with Cyr Financial Inc., where he has worked since 2026. His prior experience includes roles at Modern Wealth Management, Wade Financial Advisory, Northwestern Mutual Investment Services, and Adam Goetzka. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by providing discretionary investment management alongside financial planning and estate-planning services. The firm uses proprietary investment models and a variety of asset classes, offering continuous account monitoring and both project-based and ongoing planning engagements.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Philip S

Series 65

LaSalle, IL

Studio Investment Management

Philip Slevin is a financial advisor at Studio Investment Management with one year of industry experience. He previously worked at Hometown National Bank for six years, Mariam Global Health for two years, and spent 17 years at Alpha and Omega Capital, LLC/Elohim Capital Partners. He holds a Series 65 designation. Studio Investment Management provides discretionary investment management, financial planning, and investment consulting for individuals, high-net-worth clients, trusts, partnerships, retirement plans, and certain government entities. The firm manages approximately $903 million in discretionary assets and focuses on fundamental analysis, cost awareness, and a long-term investment approach.

Wealth management Passive / index investing Active portfolio management
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Emma B

CFA®

Hennepin, IL

Cyr Financial Inc.

Emma Bean is a CFA® charterholder with two years at Cyr Financial Inc. and three years of prior experience at American Equity. She has a total of six years in the financial industry. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by providing discretionary investment management along with financial and estate-planning services. The firm uses proprietary investment models and a variety of securities to build customized portfolios, offering continuous account monitoring and written financial plans.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Christian C

CFP®, Series 63, Series 66

Hennepin, IL

Cyr Financial Inc.

Christian Cyr is a CFP® with 13 years of industry experience, currently serving at Cyr Financial Inc. since 2015. He previously worked at Purshe Kaplan Sterling Investments from 2015 to 2020. Outside of advisory services, he owns a CPA and bookkeeping firm and offers various insurance products. Cyr Financial Inc. serves individuals, high net worth clients, trusts, estates, and retirement plans, providing discretionary investment management alongside financial and estate planning services. The firm employs customized portfolios using proprietary investment models and offers additional services including tax, accounting, and insurance recommendations.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Sandra B

Series 65

Peru, IL

Gradient Advisors, LLC

Sandra Brown is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and seven years of industry experience. She has been with Gradient Advisors since 2020 and previously worked at AE Wealth Management and Brokers Financial. Brown is also involved with Senior Watchdog, Inc., where she provides insurance sales and services. Gradient Advisors, LLC delivers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that includes documented client risk assessments and fundamental, technical, and cyclical portfolio analysis.

Retirement income strategy General tax planning
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Edythe F

Series 63, Series 65

La Salle, IL

Principal Financial Services

Edythe Findlay is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 credentials. She has 32 years of industry experience, including roles at Wayland Financial Group and Principal Life Insurance Company. Outside of advising, she is involved in providing customer servicing and support for group qualified plan clients at Wayland Financial Group. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Retired Founder/Business Owner
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David C

Series 63, Series 65

Peru, IL

Benjamin F. Edwards & Company, Inc.

David Claggett is a financial advisor at Benjamin F. Edwards & Company, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Benjamin F. Edwards since 2012, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party models.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Kathleen W

Series 63, Series 66

La Salle, IL

Principal Financial Services

Kathleen Wayland is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 licenses. She has 26 years of industry experience, including roles at Principal Life Insurance Company since 2000 and running Wayland Financial Group since 2013. Her work also involves selling fixed life, disability, and long-term care insurance, as well as fixed annuities through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through multiple advisory and promoter arrangements.

Retired Founder/Business Owner
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Chandra J

Series 66

Granville, IL

Empower Advisory Group

Chandra Jensen is a financial advisor at Empower Advisory Group with one year of industry experience. Prior to joining Empower, she worked for Edward Jones for 12 years. She holds a Series 66 designation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Patrick S

Series 63, Series 65, Series 66

La Salle, IL

Principal Financial Services

Patrick Sullivan is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and nine years of industry experience. He has worked at Principal Financial Services since 2017 and is also involved with Wayland Financial Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through investment adviser and promoter arrangements.

Retired Founder/Business Owner
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Olivia L

Series 66

Spring Valley, IL

Edward Jones

Olivia Lamis is a financial advisor with Edward Jones in Spring Valley, IL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked in several roles across different sectors, including hospitality and retail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, supported by a large network of financial advisors and branch offices nationwide.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Brian S

Series 66

Peru, IL

Edward Jones

Brian Sellett is a financial advisor at Edward Jones in Peru, Illinois, holding a Series 66 designation with 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he owns and manages a rental property in Peru, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory services, including discretionary and non-discretionary managed solutions, separately managed accounts, affiliated mutual funds, and tax-efficient strategies, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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Chad G

CFP®, Series 66

La Salle, IL

Edward Jones

Chad Gilbreth is a CFP®-designated financial advisor with Edward Jones in La Salle, IL, where he has worked since 2016. He has 10 years of industry experience and serves clients while also maintaining a position in the Illinois Army National Guard since 2012. Outside of his advisory role, he manages Pursuit of Freedom LLC, an entity focused on investment and philanthropy. 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 manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Business ownership considerations Business succession planning Retirement income strategy Inheritance planning Founder/Business Owner Intergenerational Families Widow/Widower
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Daryk B

Series 63, Series 65

Oglesby, IL

Edward Jones

Daryk Brayton is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2015. Outside of his advisory role, he is involved in broadcasting high school sports through Starved Rock Media in Oglesby, Illinois. 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 through a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Kelly C

Series 66

La Salle, IL

Edward Jones

Kelly Campbell is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Kelly worked for Shaw Media for five years and NewsTribune for 23 years. Kelly is also involved with the Illinois Valley YMCA as a fitness coordinator and instructor, overseeing personal training and leading group fitness classes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Alec H

Series 63, Series 65

La Salle, IL

OSAIC

Alec Hueneburg is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for 14 years and AIG American General Life Insurance Company for over two decades. Outside of advising, he serves as a trustee for the Jonesville Piety Hill Fire District, is involved in youth baseball as a board member and T-ball coordinator, and participates on the board of the nonprofit Perfectly Flawed Foundation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct portfolios with a broad range of investment options, managing accounts on both discretionary and non-discretionary bases.

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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Richard M

Series 63, Series 65

Peru, IL

Cetera

Richard May is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates as a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money 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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Kathy P

ChFC®, Series 66

Peru, IL

Edward Jones

Kathy Pullam is a financial advisor with Edward Jones in Peru, Illinois, holding the ChFC® and Series 66 designations and bringing eight years of industry experience. She previously worked for Heartland Bank and Trust for five years before joining Edward Jones in 2018. Outside of her advisory role, she is involved with CTA LLC, operating Obees Sub Shoppe in Spring Valley, Illinois, where she handles bookkeeping and bill-paying. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets under management and offers various advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and tax-efficient services.

Divorce financial planning Business exit / sale strategy Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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Louis W

Series 63, Series 66

Hennepin, IL

LPL Financial

Louis Wasilewski is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His career includes prior positions at Investment Centers of America, Midwestern Securities Trading Company, and Raymond James Financial. Outside of advisory services, he acts as an independent agent offering life, disability, and long-term care insurance as well as fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a network of investment adviser representatives who utilize a range of strategies, including model portfolios and third-party management, supported by technology and a broad suite of financial products.

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

Series 66

La Salle, IL

LPL Financial

Spencer Luecke is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, he worked for Hometown National Bank from 2016 to 2021. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 63, Series 65

Peru, IL

Ameriprise

Larry Criss is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team.

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

Series 63, Series 66

Peru, IL

OSAIC

Dale Tieman is a financial advisor with Osaic, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside of his advisory role, Tieman serves as Executive Vice President and COO at Peru Federal Savings Bank and holds board positions with several local nonprofit organizations, including the La Salle Peru Township High Education Foundation and Horizon House of the Illinois Valley. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services along with various managed account solutions. The firm uses a mix of proprietary tools and third-party platforms to construct and manage portfolios across multiple asset classes for 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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James S

Series 63, Series 66

Peru, IL

Raymond James Financial

James Spelich is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has worked with Raymond James since 2000 and serves in a political office in LaSalle County, Illinois since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with a distinctive presence in municipal and public finance advising.

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

Series 66

Peru, IL

Edward Jones

Jeffrey Puetz is a financial advisor with Edward Jones, holding a Series 66 designation and over 10 years of industry experience. He has been with Edward Jones since 2016 and also has experience at Jeff Perry Buick GMC since 2011. 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 advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 65

La Salle, IL

OSAIC

Stacy Newell is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes long-term roles with AIG Financial Advisors, AIG American General Life Insurance Company, and American General Securities Incorporated. She is a partner at Hueneburg Financial Group, a securities and insurance firm, and serves on the finance committee and foundation board of Horizon House, a nonprofit supporting developmentally disabled adults. OSAIC serves a diverse client base ranging from individual and high-net-worth investors to corporations and charitable organizations, offering integrated brokerage and advisory services along with multiple investment platforms and third-party money manager access. The firm employs a variety of tools and strategies, including automated rebalancing and risk tolerance assessment, to manage portfolios across 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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Steven L

Series 66

Spring Valley, IL

Edward Jones

Steven Lamis is a financial advisor at Edward Jones in Spring Valley, Illinois, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, he owns and manages several rental properties and leads Lamis Properties, LLC, which holds rental real estate assets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide 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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Raymond W

Series 63, Series 65

Peru, IL

Cetera

Raymond Weber is a financial advisor with Cetera holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Cetera and its related entities since 1992 and owns Weber Accounting and Investment Services, LLC, which manages a CPA practice alongside investment services. In addition, he is involved in fixed insurance sales and serves as president of Progress Professional Center. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts, through a large network of independent advisors. The firm offers various portfolio management and financial planning services, providing access to multiple program structures and third-party money 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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Mark W

CFP®, Series 63, Series 65

La Salle, IL

LPL Financial

Mark Witek is a CFP® with 42 years of experience in the financial industry and has been with LPL Financial since 1986. He operates out of La Salle, Illinois, and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is involved with Investment Planning, Inc., a holding corporation for accounting purposes. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by various advisor tools and broad non-advisory financial activities.

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