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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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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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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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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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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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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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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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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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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 and bringing 39 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1986. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities 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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Jacob S

Series 66

Ottawa, IL

Edward Jones

Jacob Strabala is a financial advisor at Edward Jones in Ottawa, IL, holding a Series 66 designation with one year of industry experience. His prior work includes positions at First National Bank of Ottawa, Resource Bank, OSB Community Bank, and Eureka University. 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, including discretionary and non-discretionary 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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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 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors during overlapping years. Outside of his advisory role, he volunteers at Marquette High School, assisting with fundraising activities. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing third-party advisory models and fiduciary services without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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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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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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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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Patricia D

Series 63, Series 65, Series 66

Ottawa, IL

LPL Financial

Patricia Dailey is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms, including Ameritas Investment Company, Primerica Financial Services, and JP Morgan Chase. Outside of her financial advisory role, she operates as a certified fitness trainer and sports nutritionist. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by advanced advisor tools and oversight of more than $819 billion in discretionary assets.

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

ChFC®, Series 63, Series 65

Ottawa, IL

LPL Enterprise

Attilio Bianchi is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he spent over four decades with Prudential Insurance Company of America and Pruco Securities, LLC. He serves on the board of The Nell's Foundation, a nonprofit organization based in Ottawa, Illinois. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning, access to asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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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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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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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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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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Andrew B

CFP®, Series 66

Ottawa, IL

Edward Jones

Andrew Blackburn is a financial advisor with Edward Jones in Ottawa, IL, holding CFP® and Series 66 designations. He has nine years of industry experience, all with Edward Jones since 2017, following two years as a student. 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 wide range of advisory strategies and affiliated investment products, 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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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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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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