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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.
Phillip B
Series 65
Campton Hills, IL
Independent Investment Advisor, LLC
Phillip Baumann is a financial advisor at Independent Investment Advisor, LLC with a Series 65 designation and two years of industry experience. He has worked at BL Management One, LLC since 2017 and previously spent ten years with Windy City Harley Davidson. Outside of his advisory role, Baumann also provides accounting services. Independent Investment Advisor, LLC is a state-registered investment adviser serving individuals, high-net-worth clients, and business entities. The firm employs a multifaceted investment approach that includes charting, fundamental, quantitative, and technical analysis, offering discretionary portfolio management tailored to clients’ documented risk tolerance and asset allocation.
David T
Series 63, Series 65
Elburn, IL
Toellen Capital Management, LLC
David Toellen is a financial advisor at Toellen Capital Management, LLC with 10 years of industry experience. He previously worked for First Trust Portfolios L.P. for ten years before founding his independent firm. Toellen Capital Management, LLC provides investment advisory services and managed accounts to individuals and high-net-worth clients. The firm offers tailored portfolio management and written investment strategies across multiple asset classes, employing asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchase strategies aligned with client risk tolerance and time horizons.
Scott N
Series 65
Sycamore, IL
Newport Investment Advisors, Inc.
Scott Newport is the principal of Newport Investment Advisors, Inc. in Sycamore, Illinois, with 29 years of industry experience. He has served as CEO of Illinois Farm Business Farm Management since 1989, providing farming business analysis services. Newport has held his current advisory role since 1996. Newport Investment Advisors, Inc. offers wealth and portfolio management services to individuals, corporations, non-profits, foundations, trusts, and qualified plans. The firm integrates financial planning into its portfolio management, employing various analyses and strategies across discretionary and non-discretionary accounts, and also provides optional tax and accounting services.
Josiah D
CFA®, Series 65
Dekalb, IL
Kisher Capital, LLC
Josiah De Ford is a CFA® charterholder working with Kisher Capital, LLC. He has four years of industry experience, including prior roles at Harvest Investment Services and Christian Retirement Ministries. Outside of finance, he has taught private music lessons for over a decade. Kisher Capital is a fee-only registered investment adviser serving individual and high-net-worth clients, as well as retirement plans and charitable organizations. The firm manages portfolios through proprietary models using factor-based equity tilts, liquid alternatives, and Biblically Responsible Investing screens, operating exclusively via a wrap-fee program.
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.
Matthew K
Series 65
Hampshire, IL
Simplicity wealth
Matthew Krueger is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 65 designation and has worked at Simplicity Wealth since 2022. In addition to his advisory role, he is involved in farming through Krueger Farms LLC and provides tax and business advisory services at Krueger & Associates Tax & Business Advisory, Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers model portfolios along with advisory technology and operational support for other advisers.
Christopher H
Series 66
Hampshire, IL
Wealthcare Capital Management LLC
Christopher Hessenflow is a financial advisor with Wealthcare Capital Management LLC, holding a Series 66 designation and over 25 years of industry experience. He has worked at Wealthcare Capital Management since 2010 and previously at Smb Advisors LLC, Waterstone Financial Group, Inc., and LaSalle Financial Services, Inc. Hessenflow serves on the advisory board of Financeware, Inc., a technology firm related to investment services. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for more than 5,600 clients through 33 advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individuals and high-net-worth clients, as well as retirement plan advisory and investment strategist services to intermediaries, using a long-term, evidence-based investment approach combined with behavioral economics.
Jessica P
Series 63, Series 66
Pingree Grove, IL
Empower Advisory Group
Jessica Park is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and seven years of industry experience. Her career includes roles at JWFS Equities, JPMorgan Chase Bank, J.P. Morgan Securities, and PNC Bank. She has been with Empower Advisory Group since 2025. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform connected to Empower’s recordkeeping and administrative systems. The firm emphasizes long-term portfolio returns and client savings rates, delivering both point-in-time financial plans and managed account solutions.
Jason G
Series 66, Series 63
Huntley, IL
Empower Advisory Group
Jason Giambarberee is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials. He has experience spanning roles at Empower Financial Services, Cetera Investment Services, American Fidelity, and a background in real estate with @properties and Baird and Warner Real Estate. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through point-in-time planning and managed account solutions within plan lineups selected by plan sponsors.
Alfonso C
Series 63, Series 66
Huntley, IL
Money Concepts Capital Corp
Alfonso Cobb is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has previously worked with firms including J.P. Morgan Securities LLC and Fidelity Investments. Cobb also serves as an adjunct professor at The American College of Financial Services and California Lutheran University, teaching courses in leadership and behavioral finance. He is managing director of Cobb Consulting Group, LLC, which provides professional training and coaching for students pursuing advanced degrees in organizational leadership. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, and corporations. The firm employs model-driven, asset-allocation strategies and utilizes third-party managers and platforms such as Envestnet, operating as an enterprise-scale adviser with several hundred advisors managing approximately $4.07 billion in client assets.
Mark M
CFP®, Series 66
Elburn, IL
Creative Planning
Mark Metz is a CFP® and holds a Series 66 license, with five years of industry experience. He is currently with Creative Planning, where he has worked since 2023. Prior to that, he was at The Vanguard Group, Inc from 2021 to 2023 and Vermillion Financial Advisors in 2020. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.
Brittany S
CFP®, ChFC®, Series 66
Sycamore, IL
Edward Jones
Brittany Starkey is a CFP®, ChFC®, and Series 66 licensed financial advisor with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Constellation Brands Inc. from 2014 to 2019. 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, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.
Joshua K
Series 63, Series 66
Genoa, IL
Edward Jones
Joshua Kubiak is a financial advisor with Edward Jones in Genoa, Illinois, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2009. Kubiak serves as president of the City of Genoa Police Pension Board, where he participates in decisions regarding pension fund allocations and obligations. 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, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.
Brendon G
Series 63, Series 65
Sycamore, IL
Ameriprise
Brendon Gallagher is a financial advisor with Ameriprise in Kirkland, Illinois, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His work history includes over two decades at Gallagher & Associates and a combined 21 years with Ameriprise and Ameriprise Financial Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of its institutional category.
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.
Patricia W
Series 63, Series 66
Sycamore, IL
Raymond James & Associates
Patricia Wilson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and possessing nine years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.
Shawn B
Series 66
Dekalb, IL
Thrivent Investment Management
Shawn Blobaum is a financial advisor with Thrivent Investment Management in Dekalb, Illinois. He holds a Series 66 designation and has 18 years of industry experience, all with Thrivent Financial for Lutherans and its investment management arm. Outside of his advisory role, he serves as a Deacon at Grace Free Lutheran Church, is Vice President of the local Lions Club, and sits on the board of the DeKalb County Community Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning without discretionary portfolio management, focusing on comprehensive written recommendations across a broad range of financial topics.
Barry H
Series 63, Series 66
Sycamore, IL
LPL Financial
Barry Hamilton is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at Heartland Bank and Trust Company and JPMorgan Chase, including roles at J.P. Morgan Securities LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Jeannie D
Series 63, Series 66
Huntley, IL
Fidelity
Jeannie Dulson is a financial advisor with Fidelity in Huntley, Illinois, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has worked with various Fidelity divisions since 1998. Outside of her advisory role, she acts as an agent for Randy Hansen, where she corresponds with a patent attorney and prepares vendor meetings. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and model strategies, and holds notable registrations such as with the CFTC as a commodity pool operator.
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