Crystal Lake, IL E Terra Cotta Ave Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

14

Of 22,716 advisors across 10,432 offices

Location

413 E Terra Cotta Ave

Crystal Lake IL 60014

Advisors at this office

14

Advisors at this office

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Mark L

Series 66

Crystal Lake, IL

LPL Financial

Mark Lechowicz is a financial advisor with LPL Financial in Crystal Lake, Illinois. He holds a Series 66 designation and has 21 years of industry experience, including prior work at Cetera Advisor Networks. He has also taught at McHenry County College since 2014. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with model portfolios and research.

College savings (529s, UTMA, etc.)
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Samantha L

Series 66

Crystal Lake, IL

LPL Financial

Samantha Lerette is a Series 66 licensed financial advisor with 14 years of industry experience. She has worked at LPL Financial since 2018 and previously spent five years at Cetera Advisor Networks. In addition to her advisory role, she operates Exemplar Accounting & Tax Advisors, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Cameron H

Series 63, Series 65

Crystal Lake, IL

LPL Financial

Cameron Hubbard is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He previously worked at CETERA Advisor Networks LLC and has been associated with Exemplar FN since 2010. Outside of his advisory role, he serves as a city council member and holds a nonprofit board position in Crystal Lake. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Joseph N

Series 63, Series 65

Crystal Lake, IL

LPL Financial

Joseph Nabozny is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Cetera Advisor Networks for five years before joining LPL Financial in 2018. Nabozny also operates a tax preparation and accounting business, Exemplar Accounting & Tax, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management strategies supported by extensive research and technology.

College savings (529s, UTMA, etc.)
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Jennifer J

Series 66

Crystal Lake, IL

LPL Financial

Jennifer Johnson is a financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Advisor Networks and Bergeland & Hubbard. Johnson serves as a board member for Exemplar Advisor Services and Exemplar Accounting and Tax Advisors, reflecting involvement beyond her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Jacob R

Series 63, Series 65

Crystal Lake, IL

LPL Financial

Jacob Ries is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Cetera Advisor Networks from 2013 to 2018. Outside of his advisory role, Ries has coaching involvement with the Big Foot Union High School and Big Foot Wrestling Club. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Heidi A

Series 63, Series 65

Crystal Lake, IL

LPL Financial

Heidi Alten is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Cetera Advisor Networks LLC for five years before joining LPL Financial in 2018. In addition to her advisory role, Alten is an ordained minister and operates a tax preparation and accounting business. 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 advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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John T

Series 65, Series 63

Crystal Lake, IL

LPL Financial

John Treptow is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Jared T

CFA®, Series 66

Crystal Lake, IL

LPL Financial

Jared Tryon is a CFA® charterholder and holds the Series 66 designation with 17 years of industry experience. He is currently with LPL Financial, where he has worked since 2021. His prior experience includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA, as well as Arbor Research & Trading, Inc. He is involved in a tax preparation and accounting referral business under Exemplar Accounting & Tax. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Samuel G

Series 65, Series 63

Crystal Lake, IL

LPL Financial

Samuel Girouard is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2014 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Dennis G

Series 63, Series 66

Crystal Lake, IL

LPL Financial

Dennis Gorman is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at Cetera Advisor Networks LLC for five years and has operated Gorman & Associates since 1990. Outside of his advisory role, he is involved with a CPA Affiliate Program through Gorman & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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David H

Series 63, Series 65

Crystal Lake, IL

LPL Financial

David Hubbard is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has previously worked with Cetera Advisor Networks and operates Total Clarity Wealth Management, an independent registered investment advisory firm. Outside of his advisory roles, he is involved in several business ventures including financial services, tax preparation, and accounting firms under the Exemplar brand. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

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

Series 66

Crystal Lake, IL

LPL Financial

Jeffrey Bruce is a financial advisor with LPL Financial and holds a Series 66 designation. He has 21 years of industry experience, including five years at Cetera Advisor Networks and eight years with LPL Financial. Additionally, he serves in the United States Army Reserve and is involved in tax preparation and accounting through Exemplar Accounting and Tax, Inc. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Tyler P

Series 66

Crystal Lake, IL

LPL Financial

Tyler Pesola is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several other financial services firms. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology-driven portfolio management.

College savings (529s, UTMA, etc.)
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