Downers Grove, IL Warrenville Road Office

Ann Mariani Issel is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 36 years of industry experience. She has worked with LPL Financial since 2019 and previously held roles at Dorion-Gray Retirement Planning, Inc. and Securities America Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual investors, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

Thomas Trost is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with LPL Financial, where he has worked since 2019. Prior to that, he was employed at Cuna Brokerage Services, Inc. and Cuna Mutual Group from 2016 to 2019. 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 consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Sarah Deskovich is a financial advisor with LPL Financial, holding a Series 66 credential and 12 years of industry experience. Her prior roles include positions at JP Morgan Securities LLC and Wells Fargo Clearing Services LLC. She is also involved with Partnerland LLC, a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

Kenneth Small is a CFP® with 42 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, and previously was with Securities America Advisors and National Planning Corporation. He is involved in non-variable life insurance and fixed annuity sales through Capitas Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by internal and third-party research, with both discretionary and non-discretionary management options.

Dray Henderson is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2002 to 2026. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Jacob Cate is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Masus Financial Group, Ltd. in addition to his ongoing tenure at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Stewart Burchfield is a financial advisor with LPL Financial who holds a Series 66 designation and has 23 years of industry experience. Prior to joining LPL Financial in 2020, he worked with TIAA-CREF from 2015 to 2020. He is president of Burchfield Investments Group, a business entity established for tax and investment purposes. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Theresa Hahn is a CFP® professional affiliated with LPL Financial, based in Downers Grove, IL, with four years of industry experience. Prior to joining LPL Financial, she worked at Barcodes, Inc. for five years. 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 provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by model portfolios, third-party subadvisors, and research.

David Herbst is a CFP® professional with over 40 years of experience in the financial services industry. He has worked at LPL Financial since 2005 and founded Herbst Financial Services in 2011. His career also includes leadership at Herbst Financial Advisors, Inc. from 2006 to 2018. 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, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Susan Moser is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 65 and Series 66 licenses and with 21 years of industry experience. She previously worked at Herbst Financial Services and Herbst Financial Advisors, Inc. In addition to advisory work, she provides CPA and tax preparation services through her own firm, Moser Tax Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs with access to model portfolios, third-party subadvisors, and technology-driven solutions.

Raymond Kermend is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including roles at J.P. Morgan Securities and ABN AMRO Financial Services. 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 retirement consulting services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Barry Krumwiede is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior experience includes 14 years at J.P. Morgan Securities and operating Krumwiede Farms since 2000. He serves as a board member of Buckley State Bank, a for-profit institution. 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 retirement consulting services, with access to model portfolios, research, and technology-driven investment strategies.

Allison Schuller is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at JP Morgan Chase Bank, JP Morgan Securities, and Fifth Third Securities. Outside of her advisory role, she is involved with Partnerland LLC, a business entity used for tax and investment purposes. 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 various advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Peter Wilmot is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with LPL Financial since 2015 and previously worked with Opus Wealth Partners, LLC. Wilmot is also involved in several professional business entities related to wealth management and tax services. 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 comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services supported by diverse investment strategies and technology solutions.

John Kennedy is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. His prior roles include positions at J.P. Morgan Institutional Investments and Ameriprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisors. The firm provides financial planning, a variety of advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.