Downers Grove, IL Warrenville Road Office

Ann Mariani Issel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her prior roles include positions at Dorion-Gray Retirement Planning, Securities America Advisors, Mack Investment Securities, and Heritage Capital Management. She operates a DBA titled Professional Wealth Advisors for her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Thomas Trost is a CFP® professional with 16 years of industry experience. He currently serves as a financial advisor at LPL Financial, where he has worked since 2019. His prior experience includes roles at Cuna Brokerage Services, Inc., Cuna Mutual Group, DFG Wealth Management, LLC, and Trustmont Advisory Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered primarily by investment adviser representatives using both discretionary and non-discretionary strategies.

Sarah Deskovich is a financial advisor with LPL Financial in Downers Grove, IL, holding a Series 66 credential and 13 years of industry experience. Her prior experience includes roles at JPMorgan Securities LLC and Wells Fargo Clearing Services LLC. She is also involved with Partnerland LLC, a non-investment business entity. 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, asset management programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Kenneth Small is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. He previously worked at National Planning Corporation for 16 years and held roles at Securities America Advisors. Small is involved part-time in the sale of non-variable life insurance and fixed annuities through Capitas Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, using various model portfolios and third-party subadvisors, supported by advanced operational and research technology.

Dray Henderson is a financial advisor with LPL Financial, holding Series 63 and 66 registrations and bringing 26 years of industry experience. Prior to joining LPL in 2026, he spent 14 years at J.P. Morgan Securities and 24 years with JPMorgan Chase Bank, N.A. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Jacob Cate is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He previously worked at Masus Financial Group, Ltd. from 2015 to 2019 before continuing with LPL Financial since 2014. Outside of his advisory work, Cate has a partial ownership interest in an insurance agency based in Downers Grove. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions and supports its advisors with research tools and multiple investment platforms.

Stewart Burchfield is a financial advisor with LPL Financial, holding a Series 66 credential and 24 years of industry experience. His prior roles include positions at TIAA-CREF, J.P. Morgan Securities, Chase Investment Services, Banc One Securities, and Morgan Stanley. He is the president and sole owner of Burchfield Investments Group, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, combining advisory platforms with extensive non-advisory financial activities.

Theresa Hahn is a CFP® certificant and Series 66 licensee working with LPL Financial in Downers Grove, IL. She has seven years of industry experience, including five years at Barcodes, Inc. prior to joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Herbst is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial since 2005 and previously spent three years with Wells Fargo Advisors. Herbst has led Herbst Financial Services since 2011 and was also involved with Herbst Financial Advisors, Inc. from 2006 to 2018. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

Susan Moser is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 65 and Series 66 licenses and having 22 years of industry experience. Her prior roles include positions at Herbst Financial Services and Herbst Financial Advisors, Inc. In addition to her advisory work, she provides federal and state income tax preparation as a CPA through her own tax services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios and institutional platforms, supported by advisor-facing technology and a broad array of non-advisory financial services.

Raymond Kermend is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with LPL Financial and previously worked at J.P. Morgan Securities and ABN AMRO Financial Services. Outside of his advisory role, he is involved with Partnerland LLC, a separate business entity for tax and investment 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Barry Krumwiede is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at J.P. Morgan Securities and entrepreneurial ventures such as Krumwiede Farms. He also serves as a for-profit board member at Buckley State Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, and institutions with offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

Allison Schuller is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and J.P. Morgan Securities, among others. She is involved with Partnerland LLC, a business entity unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning and model portfolio programs, with investment management delivered through a large network of advisors using various strategies and supported by advanced operational tools.

Peter Wilmot is a CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2015. His prior experience includes roles at Opus Wealth Partners, LLC, MSI Financial Services, Inc., and Waterstone Financial Group, Inc. Outside of his advisory role, he is involved with PWA Tax Services, LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its advisors with various investment approaches including proprietary and third-party model portfolios, and offers a broad suite of financial and non-advisory services.

Brian Hacker is a financial advisor with LPL Financial based in Downers Grove, IL. He holds a Series 66 designation and has 15 years of industry experience. His prior roles include positions at Cetera, Megent Financial, Fidelity Investments, Edward Jones, and Wells Fargo Clearing. He also operates a business entity, Brian Hacker LLC, for non-investment-related 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with tools such as LPL Research model portfolios and various strategic allocation options.