Large-firm, liquidity event planning financial advisors in Bolingbrook, IL

Chad Kreifel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Archie Bragg Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and totaling 27 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines model portfolios, in-house and external strategists, and technology-driven tools to deliver financial planning and portfolio management services through a network of investment adviser representatives.

Daniel Barnes is a financial advisor at Edward Jones in Bolingbrook, IL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Harris Battery Company, CertaPro Painters, Oak Leaf Community Mortgage, Clark Material Handling Company, and UniCarriers Americas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Osman Arain is a financial advisor at Evansbrook Capital Management with 10 years of industry experience. He holds the CFA® charter and Series 63 and 65 licenses. Prior to joining Evansbrook, he worked at Romano Brothers, PNC Wealth Management, and Beacon Global Asset Management. Evansbrook Capital Management serves individual clients, families, trusts, estates, businesses, charities, and retirement plans, providing discretionary investment management and custom portfolio construction guided by a strategic, diversified asset-allocation framework. The firm manages over $225 million with a small advisory team and employs a range of analytical approaches and portfolio management strategies.

Scott Wei is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Integrity Alliance, he was with Lion Street Advisors and Lion Street Financial. Wei is also the owner of Dentdelioun LLC, where he has worked as an insurance agent since 2011. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, offering advisory and brokerage services through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm provides a variety of investment solutions including discretionary accounts, model portfolios, and third-party manager referrals across multiple platforms.

Sarah Brown is a financial advisor at Edward Jones in Monroe, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Georgia College & State University and the Walton County School District. She also has experience with Peachy Keen. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Grombala is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on serving corporate executives and high-earning professionals who have complex compensation structures, including equity awards such as RSUs, stock options, ESPP programs, deferred compensation packages, and performance awards. In his role, he helps clients manage concentration risk, reduce tax implications, and align their equity compensation with long-term, goals-based wealth strategies. Since entering the industry in 2017, Andrew has adopted a structured, plan-first approach that incorporates compensation, cash flow, family priorities, retirement planning, and overall risk management. He guides clients through various financial events, including vesting, diversification, liquidity management, and retirement income planning. His expertise extends to executive compensation, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and tax minimization. Andrew holds FINRA Series 7 and Series 66 registrations and is licensed in Accident & Health, Life, and Variable Insurance. He earned a Bachelor's degree in Economics from Trinity College in Hartford, Connecticut, where he also competed as a student-athlete in football and lacrosse. He resides in Anderson Township with his wife and two children. Outside of work, Andrew enjoys boating, golfing, football, ice hockey, music, and spending time with his family.

Sherry Neeley is a financial advisor at Authentikos Wealth Advisory LLC with three years of industry experience and holds a Series 66 designation. Prior to joining Authentikos in 2025, she worked at First Command Insurance Services and related entities from 2022 to 2025. Outside of her advisory role, she provides educational consulting as a Special Education Advocate for parents of special needs children. Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individuals and retirement plans, with offerings that include discretionary portfolio management, written financial plans, and access to model-portfolio solutions implemented on a wrap-fee platform. The firm customizes portfolio allocations based on clients’ goals and risk tolerances using fundamental, cyclical, and technical analysis across a broad range of investments.

Perrin Berry is a financial advisor at Apollon Wealth Management, LLC with a Series 65 credential and three years of industry experience. Prior to his current role, he held positions at Crisp Event Rentals, Modern Woodmen, and the Secretary of States Office. He also has experience working in educational and recreational organizations, including the University of South Carolina and Lake Murray Boat Club. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, and insurance clients, offering financial planning, portfolio management, and advisory services that combine centrally managed strategies with locally managed portfolios supported by extensive research and technology tools.

Heather Rivas is a CFP® and Series 65-licensed advisor with River Wealth Advisors LLC, where she has worked for four years. She has a total of 11 years of industry experience, including seven years at PSECU prior to joining River Wealth Advisors. River Wealth Advisors offers discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement-plan services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm uses a fundamentally oriented, customized investment approach and conducts regular portfolio monitoring and formal reviews.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.